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 |
|---|---|---|---|---|---|
| JustInvest LLC | 17,269 | $2.28M | 0.05% | +1,908+12.4% | Added |
| Swiss Life Asset Management Ltd | 17,308 | $2.28M | 0.03% | −14,697−45.9% | Reduced |
| Round Hill Asset Management | 17,624 | $2.33M | 1.41% | −165−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,631 | $2.33M | 0.03% | +929+5.6% | Added |
| Oregon Public Employees Retirement Fund | 17,862 | $2.36M | 0.05% | +1,579+9.7% | Added |
| Gulf International Bank (UK) Ltd | 17,982 | $2.37M | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 18,305 | $2.42M | 0.01% | −492−2.6% | Reduced |
| CIBC Private Wealth Group, LLC | 18,699 | $2.43M | 0.00% | +675+3.7% | Added |
| Quantitative Investment Management, LLC | 18,627 | $2.46M | 0.14% | +18,627 | New |
| Boyer & Corporon Wealth Management, LLC | 18,784 | $2.48M | 0.85% | −204−1.1% | Reduced |
| First Hawaiian Bank | 18,895 | $2.49M | 0.08% | +2,375+14.4% | Added |
| Prosight Management, LP | 18,908 | $2.50M | 0.69% | +18,908 | New |
| Elo Mutual Pension Insurance Co | 19,010 | $2.51M | 0.06% | +766+4.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,012 | $2.51M | 0.03% | +153+0.8% | Added |
| Schroder Investment Management Group | 19,210 | $2.54M | 0.00% | +1,729+9.9% | Added |
| Wesbanco Bank Inc | 19,982 | $2.64M | 0.10% | +1,887+10.4% | Added |
| Jefferies Financial Group Inc. | 20,100 | $2.65M | 0.05% | +6,844+51.6% | Added |
| Ethic Inc. | 20,496 | $2.71M | 0.07% | +2,798+15.8% | Added |
| Birch Hill Investment Advisors LLC | 20,518 | $2.71M | 0.13% | −1,475−6.7% | Reduced |
| KBC Group NV | 20,609 | $2.72M | 0.01% | −8,445−29.1% | Reduced |
| Valeo Financial Advisors, LLC | 22,470 | $2.72M | 0.10% | +108+0.5% | Added |
| WMS Partners, LLC | 20,684 | $2.73M | 0.19% | 00.0% | Unchanged |
| Swedbank AB | 20,764 | $2.74M | 0.00% | +3,221+18.4% | Added |
| Daiwa Securities Group Inc. | 20,817 | $2.75M | 0.02% | −2,102−9.2% | Reduced |
| Fifth Third Bancorp | 20,844 | $2.75M | 0.01% | −4,082−16.4% | Reduced |
| CIBC World Markets Corp | 20,922 | $2.76M | 0.02% | −5,977−22.2% | Reduced |
| Synovus Financial Corp | 21,411 | $2.83M | 0.04% | −623−2.8% | Reduced |
| Logan Capital Management Inc | 21,500 | $2.84M | 0.12% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 21,582 | $2.85M | 0.01% | +305+1.4% | Added |
| DCF Advisers, LLC | 21,719 | $2.87M | 1.73% | +3,322+18.1% | Added |
| Uncommon Cents Investing LLC | 21,736 | $2.87M | 0.88% | −60−0.3% | Reduced |
| MML Investors Services, LLC | 22,079 | $2.91M | 0.01% | +12,028+119.7% | Added |
| Auto-Owners Insurance Co | 22,350 | $2.95M | 0.08% | 00.0% | Unchanged |
| PGGM Investments | 22,603 | $2.98M | 0.04% | +543+2.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 23,000 | $3.04M | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 23,059 | $3.04M | 0.05% | +214+0.9% | Added |
| Davenport & Co LLC | 23,099 | $3.06M | 0.02% | +6,848+42.1% | Added |
| O'Shaughnessy Asset Management, LLC | 23,235 | $3.07M | 0.03% | +4,569+24.5% | Added |
| Commerce Bank | 23,412 | $3.09M | 0.02% | −5,114−17.9% | Reduced |
| Assenagon Asset Management S.A. | 23,471 | $3.10M | 0.01% | −1,010−4.1% | Reduced |
| Assetmark, Inc | 24,075 | $3.18M | 0.01% | −11,690−32.7% | Reduced |
| Spears Abacus Advisors LLC | 24,314 | $3.21M | 0.07% | +24,314 | New |
| Lido Advisors, LLC | 24,324 | $3.22M | 0.03% | +2,694+12.5% | Added |
| British Columbia Investment Management Corp | 24,950 | $3.29M | 0.02% | +888+3.7% | Added |
| Selway Asset Management | 25,059 | $3.31M | 1.32% | +4,420+21.4% | Added |
| Hills Bank & Trust Co | 25,083 | $3.31M | 0.28% | −335−1.3% | Reduced |
| Morningstar Investment Services LLC | 25,116 | $3.33M | 0.04% | −80,716−76.3% | Reduced |
| Bridge Creek Capital Management LLC | 25,300 | $3.34M | 1.07% | +405+1.6% | Added |
| Simplify Asset Management Inc. | 25,796 | $3.40M | 0.33% | +25,796 | New |
| Toroso Investments, LLC | 26,075 | $3.44M | 0.06% | −486−1.8% | Reduced |
| SG Americas Securities, LLC | 26,979 | $3.56M | 0.02% | +18,620+222.8% | Added |
| Achmea Investment Management B.V. | 27,030 | $3.57M | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 27,747 | $3.66M | 2.62% | −18,375−39.8% | Reduced |
| ProShare Advisors LLC | 28,205 | $3.72M | 0.01% | −725−2.5% | Reduced |
| Janus Henderson Group PLC | 28,528 | $3.76M | 0.00% | −1,197−4.0% | Reduced |
| Exchange Capital Management, Inc. | 28,571 | $3.77M | 0.61% | +5,614+24.5% | Added |
| Charter Trust Co | 28,706 | $3.79M | 0.25% | +2,100+7.9% | Added |
| Public Employees Retirement Association of Colorado | 28,817 | $3.80M | 0.02% | −1,802−5.9% | Reduced |
| Stoneridge Investment Partners LLC | 29,218 | $3.86M | 1.47% | −17,380−37.3% | Reduced |
| CIBC Asset Management Inc | 29,496 | $3.89M | 0.01% | +880+3.1% | Added |
| Sectoral Asset Management Inc | 29,750 | $3.93M | 1.54% | +29,750 | New |
| Massmutual Trust Co FSB | 29,843 | $3.94M | 0.12% | +25,230+546.9% | Added |
| Jacobs & Co | 30,378 | $4.01M | 0.42% | −330−1.1% | Reduced |
| Verition Fund Management LLC | 30,453 | $4.02M | 0.04% | −11,471−27.4% | Reduced |
| Gotham Asset Management, LLC | 30,523 | $4.03M | 0.06% | +7,017+29.9% | Added |
| Creative Planning | 30,607 | $4.04M | 0.00% | +3,629+13.5% | Added |
| Jarislowsky, Fraser Ltd | 31,073 | $4.10M | 0.02% | −700−2.2% | Reduced |
| Mariner, LLC | 31,479 | $4.15M | 0.01% | +8,697+38.2% | Added |
| New York Life Investment Management LLC | 31,550 | $4.16M | 0.04% | −1,104−3.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 32,230 | $4.17M | 0.03% | +23,709+278.2% | Added |
| John G Ullman & Associates Inc | 32,080 | $4.23M | 0.65% | −584−1.8% | Reduced |
| DnB Asset Management AS | 32,858 | $4.34M | 0.02% | +1,256+4.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,291 | $4.39M | 0.05% | +856+2.6% | Added |
| Blair William & Co | 33,364 | $4.40M | 0.01% | +1,184+3.7% | Added |
| Nissay Asset Management Corp | 33,604 | $4.44M | 0.03% | +110+0.3% | Added |
| Yousif Capital Management, LLC | 33,917 | $4.48M | 0.05% | −505−1.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 33,947 | $4.48M | 0.05% | −500−1.5% | Reduced |
| Cohen Capital Management, Inc. | 34,059 | $4.50M | 0.79% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 34,636 | $4.58M | 1.29% | −33−0.1% | Reduced |
| Rathbone Brothers plc | 35,444 | $4.68M | 0.03% | −245−0.7% | Reduced |
| Abn Amro Investment Solutions | 35,537 | $4.69M | 0.08% | −24,367−40.7% | Reduced |
| Degroof Petercam Asset Management | 35,599 | $4.70M | 0.06% | 00.0% | Unchanged |
| Utah Retirement Systems | 36,270 | $4.79M | 0.06% | 00.0% | Unchanged |
| Czech National Bank | 36,770 | $4.85M | 0.06% | +169+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 37,177 | $4.91M | 0.01% | +625+1.7% | Added |
| Xponance, Inc. | 37,323 | $4.93M | 0.05% | +1,629+4.6% | Added |
| Advisor Group Holdings, Inc. | 37,604 | $4.96M | 0.01% | −38,269−50.4% | Reduced |
| Captrust Financial Advisors | 38,731 | $5.11M | 0.02% | −9,889−20.3% | Reduced |
| KCM Investment Advisors LLC | 38,853 | $5.13M | 0.19% | −400−1.0% | Reduced |
| Erste Asset Management GmbH | 39,373 | $5.22M | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 39,770 | $5.25M | 0.04% | −2,239−5.3% | Reduced |
| Rodgers Brothers Inc. | 39,841 | $5.26M | 0.72% | 00.0% | Unchanged |
| Cerity Partners LLC | 40,730 | $5.32M | 0.01% | +23,386+134.8% | Added |
| Hamilton Wealth, LLC | 40,943 | $5.40M | 1.69% | +799+2.0% | Added |
| Chemung Canal Trust Co | 42,022 | $5.55M | 1.07% | +37,564+842.6% | Added |
| Everett Harris & Co | 42,502 | $5.61M | 0.07% | −1,656−3.8% | Reduced |
| IFM Investors Pty Ltd | 42,519 | $5.61M | 0.06% | −1,126−2.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 43,083 | $5.69M | 0.03% | −2,500−5.5% | Reduced |
| Texas Permanent School Fund | 43,201 | $5.70M | 0.05% | +50+0.1% | Added |
| Amalgamated Bank | 43,485 | $5.74M | 0.05% | −6,801−13.5% | Reduced |