Zimmer Biomet Holdings, Inc.
ZBH- Exchange
- NYSE
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001136869
In the last 90 days, Zimmer Biomet Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 913 institutions reported holding it in 13F filings for Q2 2026, worth $17.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Zimmer Biomet Holdings, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,015
- −9 vs. Q4 2023
- Shares held
- 185.5M
- +3.05M (+1.7%) vs. Q4 2023
- Total value
- $24.5B
- +$2.25B (+10.2%) vs. Q4 2023
- New holders
- 85
- 335 more added
- Sold out
- 94
- 384 more reduced
10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ZBH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 913 | $17.1B |
| Q1 2026 | 919 | $17.4B |
| Q4 2025 | 950 | $17.9B |
| Q3 2025 | 970 | $18.9B |
| Q2 2025 | 939 | $17.6B |
| Q1 2025 | 1,006 | $21.0B |
| Q4 2024 | 1,033 | $19.3B |
| Q3 2024 | 989 | $19.6B |
| Q2 2024 | 1,012 | $20.2B |
| Q1 2024 | 1,015 | $24.5B |
| Q4 2023 | 1,034 | $22.2B |
| Q3 2023 | 1,019 | $20.6B |
| Q2 2023 | 1,034 | $26.9B |
| Q1 2023 | 998 | $23.9B |
| Q4 2022 | 979 | $23.8B |
| Q3 2022 | 921 | $19.6B |
| Q2 2022 | 958 | $19.8B |
| Q1 2022 | 979 | $24.4B |
| Q4 2021 | 999 | $23.7B |
| Q3 2021 | 985 | $27.3B |
| Q2 2021 | 1,018 | $30.1B |
| Q1 2021 | 1,031 | $29.9B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 4,790 | $632.2K | 0.04% | +1,830+61.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,845 | $639.4K | 0.11% | −315−6.1% | Reduced |
| Banco Santander, S.A. | 4,911 | $648.2K | 0.01% | +4,911 | New |
| Greenleaf Trust | 4,956 | $654.1K | 0.01% | −163−3.2% | Reduced |
| Karpas Strategies, LLC | 4,960 | $654.6K | 0.20% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,982 | $657.5K | 0.00% | +693+16.2% | Added |
| Rice Hall James & Associates, LLC | 4,987 | $658.2K | 0.04% | −4,172−45.6% | Reduced |
| Financial Counselors Inc | 5,006 | $660.7K | 0.01% | +264+5.6% | Added |
| Dorsey & Whitney Trust CO LLC | 5,028 | $663.6K | 0.05% | +20+0.4% | Added |
| Peapack Gladstone Financial Corp | 5,048 | $666.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,063 | $668.2K | 0.05% | −224−4.2% | Reduced |
| XTX Topco Ltd | 5,078 | $670.2K | 0.09% | +5,078 | New |
| BLB&B Advisors, LLC | 5,100 | $673.1K | 0.04% | −15−0.3% | Reduced |
| SYSTM Wealth Solutions LLC | 5,107 | $674.8K | 0.09% | +161+3.3% | Added |
| Tokio Marine Asset Management Co Ltd | 5,152 | $680.0K | 0.03% | −423−7.6% | Reduced |
| Wetherby Asset Management Inc | 5,175 | $683.0K | 0.03% | +4+0.1% | Added |
| Advisory Services Network, LLC | 5,187 | $684.6K | 0.02% | −398−7.1% | Reduced |
| Qtron Investments LLC | 5,190 | $685.0K | 0.10% | 00.0% | Unchanged |
| Outfitter Financial LLC | 5,215 | $688.3K | 0.57% | +5,215 | New |
| V-Square Quantitative Management LLC | 5,256 | $693.7K | 0.12% | +833+18.8% | Added |
| Culbertson A N & Co Inc | 5,263 | $694.6K | 0.12% | −440−7.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,306 | $700.3K | 0.47% | −97−1.8% | Reduced |
| Ieq Capital, LLC | 5,318 | $701.9K | 0.01% | +2,000+60.3% | Added |
| Tiaa Trust, National Association | 5,328 | $703.2K | 0.00% | −3,250−37.9% | Reduced |
| Cubic Asset Management, LLC | 5,338 | $704.5K | 0.17% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,345 | $705.4K | 0.02% | +13+0.2% | Added |
| Busey Wealth Management | 5,371 | $708.9K | 0.03% | −23−0.4% | Reduced |
| HMS Capital Management, LLC | 5,477 | $722.9K | 0.40% | −202−3.6% | Reduced |
| Burns J W & Co Inc | 5,509 | $727.1K | 0.10% | −277−4.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,514 | $727.7K | 0.04% | +200+3.8% | Added |
| Pettee Investors, Inc. | 5,528 | $729.6K | 0.31% | −1,077−16.3% | Reduced |
| Raymond James Trust N.A. | 5,561 | $733.9K | 0.02% | −2,895−34.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,648 | $746.8K | 0.05% | −595−9.5% | Reduced |
| Squarepoint Ops LLC | 5,667 | $747.9K | 0.00% | −108,883−95.1% | Reduced |
| GTS Securities LLC | 5,693 | $751.4K | 0.02% | −401−6.6% | Reduced |
| Engineers Gate Manager LP | 5,705 | $752.9K | 0.02% | −19,538−77.4% | Reduced |
| Boltwood Capital Management | 5,761 | $760.3K | 0.24% | +180+3.2% | Added |
| Umb Bank N A | 5,770 | $761.5K | 0.01% | −141−2.4% | Reduced |
| Rakuten Investment Management, Inc. | 5,784 | $763.4K | 0.01% | +5,267+1,018.8% | Added |
| Community Bank & Trust, Waco, Texas | 5,876 | $776.0K | 0.19% | +140+2.4% | Added |
| Everence Capital Management Inc | 5,900 | $779.0K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 5,996 | $791.4K | 0.27% | +200+3.5% | Added |
| SeaCrest Wealth Management, LLC | 6,003 | $792.3K | 0.10% | −685−10.2% | Reduced |
| GLOBALT Investments LLC | 6,027 | $795.4K | 0.03% | −244−3.9% | Reduced |
| Hancock Whitney Corp | 6,058 | $799.5K | 0.03% | −650−9.7% | Reduced |
| Ci Investments Inc. | 6,073 | $802.0K | 0.00% | +2,589+74.3% | Added |
| Brinker Capital Investments, LLC | 6,203 | $818.7K | 0.01% | −512−7.6% | Reduced |
| Orion Portfolio Solutions, LLC | 6,203 | $818.7K | 0.01% | −512−7.6% | Reduced |
| CWM, LLC | 6,220 | $821.0K | 0.00% | −665−9.7% | Reduced |
| Sigma Planning Corp | 6,290 | $830.2K | 0.03% | +4,060+182.1% | Added |
| Kestra Advisory Services, LLC | 6,319 | $833.9K | 0.01% | +274+4.5% | Added |
| Advisors Asset Management, Inc. | 6,358 | $839.1K | 0.02% | −120−1.9% | Reduced |
| Bradley Foster & Sargent Inc | 6,459 | $852.5K | 0.02% | +7+0.1% | Added |
| Huntington National Bank | 6,529 | $861.7K | 0.01% | −346−5.0% | Reduced |
| Brookstone Capital Management | 6,594 | $870.3K | 0.02% | −122−1.8% | Reduced |
| Merit Financial Group, LLC | 7,163 | $871.4K | 0.02% | +7,163 | New |
| CIBC World Markets Inc. | 6,611 | $873.0K | 0.00% | −103−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,632 | $875.3K | 0.02% | +17+0.3% | Added |
| First Manhattan Co | 6,641 | $876.5K | 0.00% | −11,419−63.2% | Reduced |
| Machina Capital S.A.S. | 6,675 | $881.0K | 0.46% | +1,473+28.3% | Added |
| Ar Asset Management Inc | 6,700 | $884.0K | 0.22% | 00.0% | Unchanged |
| NBT Bank N A | 6,704 | $884.8K | 0.06% | −122−1.8% | Reduced |
| Bryn Mawr Trust Co | 6,754 | $891.4K | 0.03% | +6,754 | New |
| Mill Capital Management, LLC | 6,761 | $892.3K | 0.07% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,785 | $895.4K | 0.01% | +4,804+242.5% | Added |
| HM Payson & Co | 6,825 | $900.7K | 0.02% | −249−3.5% | Reduced |
| Azzad Asset Management Inc | 6,842 | $903.0K | 0.11% | −108−1.6% | Reduced |
| Regions Financial Corp | 6,855 | $904.7K | 0.01% | +941+15.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,897 | $910.3K | 0.06% | −548−7.4% | Reduced |
| Northwest Bank & Trust Co | 7,599 | $914.0K | 0.84% | −78−1.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,999 | $923.7K | 0.37% | +19+0.3% | Added |
| Jones Financial Companies LLLP | 7,015 | $925.8K | 0.00% | +4,667+198.8% | Added |
| Oppenheimer Asset Management Inc. | 7,076 | $933.9K | 0.01% | −326−4.4% | Reduced |
| Dakota Wealth Management | 7,093 | $936.1K | 0.02% | +7,093 | New |
| QRG Capital Management, Inc. | 7,133 | $941.4K | 0.01% | +2,740+62.4% | Added |
| Nicolet Bankshares Inc | 7,161 | $945.1K | 0.23% | +249+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 7,199 | $950.1K | 0.00% | +409+6.0% | Added |
| Cary Street Partners Asset Management LLC | 7,249 | $956.7K | 0.15% | +214+3.0% | Added |
| Norinchukin Bank, The | 7,267 | $959.1K | 0.03% | −100−1.4% | Reduced |
| La Banque Postale Asset Management SA | 7,298 | $963.2K | 0.04% | −1,427−16.4% | Reduced |
| Daymark Wealth Partners, LLC | 7,323 | $966.5K | 0.05% | +449+6.5% | Added |
| Modera Wealth Management, LLC | 7,374 | $973.2K | 0.01% | −485−6.2% | Reduced |
| Fiduciary Trust Co | 7,412 | $978.2K | 0.02% | −9−0.1% | Reduced |
| Allianz SE | 7,424 | $979.8K | 0.03% | +7,424 | New |
| Waldron Private Wealth LLC | 7,429 | $982.3K | 0.04% | −1,998−21.2% | Reduced |
| Grace & White Inc | 7,500 | $989.9K | 0.18% | 00.0% | Unchanged |
| Entropy Technologies, LP | 7,504 | $990.4K | 0.11% | +7,504 | New |
| Empirical Finance, LLC | 7,511 | $991.3K | 0.06% | +255+3.5% | Added |
| Rothschild Investment LLC | 7,522 | $992.7K | 0.07% | −122−1.6% | Reduced |
| Veriti Management LLC | 7,523 | $992.9K | 0.07% | +184+2.5% | Added |
| Wealthspire Advisors, LLC | 7,524 | $993.0K | 0.01% | −540−6.7% | Reduced |
| Goelzer Investment Management, Inc. | 7,582 | $1.00M | 0.06% | −1,282−14.5% | Reduced |
| United Capital Financial Advisers, LLC | 7,731 | $1.02M | 0.01% | −944−10.9% | Reduced |
| St. Louis Trust Co | 7,954 | $1.05M | 0.16% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8,893 | $1.06M | 0.05% | −838−8.6% | Reduced |
| Vinva Investment Management Ltd | 8,060 | $1.06M | 0.06% | −4,816−37.4% | Reduced |
| Trust Co of Toledo NA | 8,081 | $1.07M | 0.17% | +703+9.5% | Added |
| Independence Bank of Kentucky | 8,085 | $1.07M | 0.32% | −79−1.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,121 | $1.07M | 0.11% | −1,125−12.2% | Reduced |
| Fox Run Management, L.L.C. | 8,135 | $1.07M | 0.23% | +8,135 | New |