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 |
|---|---|---|---|---|---|
| E. Ohman J:or Asset Management AB | 8,900 | $1.17M | 0.03% | +900+11.3% | Added |
| Farmers & Merchants Investments Inc | 8,830 | $1.17M | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 8,813 | $1.16M | 0.35% | +20+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 8,602 | $1.14M | 0.05% | +281+3.4% | Added |
| Girard Partners Ltd. | 8,552 | $1.13M | 0.11% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 8,522 | $1.12M | 0.02% | −113−1.3% | Reduced |
| Beacon Pointe Advisors, LLC | 8,461 | $1.12M | 0.01% | −1,306−13.4% | Reduced |
| Metropolitan Life Insurance Co | 8,428 | $1.11M | 0.05% | −77−0.9% | Reduced |
| Bahl & Gaynor Inc | 8,403 | $1.11M | 0.01% | +42+0.5% | Added |
| Diametric Capital, LP | 8,383 | $1.11M | 0.61% | +8,383 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 8,357 | $1.10M | 0.02% | +1,670+25.0% | Added |
| Colony Group, LLC | 8,307 | $1.10M | 0.01% | +2,949+55.0% | Added |
| Vontobel Holding Ltd. | 8,221 | $1.09M | 0.01% | +3,377+69.7% | Added |
| United Bank | 8,177 | $1.08M | 0.55% | +236+3.0% | Added |
| Fox Run Management, L.L.C. | 8,135 | $1.07M | 0.23% | +8,135 | New |
| Sound View Wealth Advisors Group, LLC | 8,121 | $1.07M | 0.11% | −1,125−12.2% | Reduced |
| Independence Bank of Kentucky | 8,085 | $1.07M | 0.32% | −79−1.0% | Reduced |
| Trust Co of Toledo NA | 8,081 | $1.07M | 0.17% | +703+9.5% | Added |
| Vinva Investment Management Ltd | 8,060 | $1.06M | 0.06% | −4,816−37.4% | Reduced |
| Clearstead Advisors, LLC | 8,893 | $1.06M | 0.05% | −838−8.6% | Reduced |
| St. Louis Trust Co | 7,954 | $1.05M | 0.16% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 7,731 | $1.02M | 0.01% | −944−10.9% | Reduced |
| Goelzer Investment Management, Inc. | 7,582 | $1.00M | 0.06% | −1,282−14.5% | Reduced |
| Wealthspire Advisors, LLC | 7,524 | $993.0K | 0.01% | −540−6.7% | Reduced |
| Veriti Management LLC | 7,523 | $992.9K | 0.07% | +184+2.5% | Added |
| Rothschild Investment LLC | 7,522 | $992.7K | 0.07% | −122−1.6% | Reduced |
| Empirical Finance, LLC | 7,511 | $991.3K | 0.06% | +255+3.5% | Added |
| Entropy Technologies, LP | 7,504 | $990.4K | 0.11% | +7,504 | New |
| Grace & White Inc | 7,500 | $989.9K | 0.18% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 7,429 | $982.3K | 0.04% | −1,998−21.2% | Reduced |
| Allianz SE | 7,424 | $979.8K | 0.03% | +7,424 | New |
| Fiduciary Trust Co | 7,412 | $978.2K | 0.02% | −9−0.1% | Reduced |
| Modera Wealth Management, LLC | 7,374 | $973.2K | 0.01% | −485−6.2% | Reduced |
| Daymark Wealth Partners, LLC | 7,323 | $966.5K | 0.05% | +449+6.5% | Added |
| La Banque Postale Asset Management SA | 7,298 | $963.2K | 0.04% | −1,427−16.4% | Reduced |
| Norinchukin Bank, The | 7,267 | $959.1K | 0.03% | −100−1.4% | Reduced |
| Cary Street Partners Asset Management LLC | 7,249 | $956.7K | 0.15% | +214+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 7,199 | $950.1K | 0.00% | +409+6.0% | Added |
| Nicolet Bankshares Inc | 7,161 | $945.1K | 0.23% | +249+3.6% | Added |
| QRG Capital Management, Inc. | 7,133 | $941.4K | 0.01% | +2,740+62.4% | Added |
| Dakota Wealth Management | 7,093 | $936.1K | 0.02% | +7,093 | New |
| Oppenheimer Asset Management Inc. | 7,076 | $933.9K | 0.01% | −326−4.4% | Reduced |
| Jones Financial Companies LLLP | 7,015 | $925.8K | 0.00% | +4,667+198.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,999 | $923.7K | 0.37% | +19+0.3% | Added |
| Northwest Bank & Trust Co | 7,599 | $914.0K | 0.84% | −78−1.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,897 | $910.3K | 0.06% | −548−7.4% | Reduced |
| Regions Financial Corp | 6,855 | $904.7K | 0.01% | +941+15.9% | Added |
| Azzad Asset Management Inc | 6,842 | $903.0K | 0.11% | −108−1.6% | Reduced |
| HM Payson & Co | 6,825 | $900.7K | 0.02% | −249−3.5% | Reduced |
| Savant Capital, LLC | 6,785 | $895.4K | 0.01% | +4,804+242.5% | Added |
| Mill Capital Management, LLC | 6,761 | $892.3K | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 6,754 | $891.4K | 0.03% | +6,754 | New |
| NBT Bank N A | 6,704 | $884.8K | 0.06% | −122−1.8% | Reduced |
| Ar Asset Management Inc | 6,700 | $884.0K | 0.22% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,675 | $881.0K | 0.46% | +1,473+28.3% | Added |
| First Manhattan Co | 6,641 | $876.5K | 0.00% | −11,419−63.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,632 | $875.3K | 0.02% | +17+0.3% | Added |
| CIBC World Markets Inc. | 6,611 | $873.0K | 0.00% | −103−1.5% | Reduced |
| Merit Financial Group, LLC | 7,163 | $871.4K | 0.02% | +7,163 | New |
| Brookstone Capital Management | 6,594 | $870.3K | 0.02% | −122−1.8% | Reduced |
| Huntington National Bank | 6,529 | $861.7K | 0.01% | −346−5.0% | Reduced |
| Bradley Foster & Sargent Inc | 6,459 | $852.5K | 0.02% | +7+0.1% | Added |
| Advisors Asset Management, Inc. | 6,358 | $839.1K | 0.02% | −120−1.9% | Reduced |
| Kestra Advisory Services, LLC | 6,319 | $833.9K | 0.01% | +274+4.5% | Added |
| Sigma Planning Corp | 6,290 | $830.2K | 0.03% | +4,060+182.1% | Added |
| CWM, LLC | 6,220 | $821.0K | 0.00% | −665−9.7% | Reduced |
| 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 |
| Ci Investments Inc. | 6,073 | $802.0K | 0.00% | +2,589+74.3% | Added |
| Hancock Whitney Corp | 6,058 | $799.5K | 0.03% | −650−9.7% | Reduced |
| GLOBALT Investments LLC | 6,027 | $795.4K | 0.03% | −244−3.9% | Reduced |
| SeaCrest Wealth Management, LLC | 6,003 | $792.3K | 0.10% | −685−10.2% | Reduced |
| Highlander Capital Management, LLC | 5,996 | $791.4K | 0.27% | +200+3.5% | Added |
| Everence Capital Management Inc | 5,900 | $779.0K | 0.05% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 5,876 | $776.0K | 0.19% | +140+2.4% | Added |
| Rakuten Investment Management, Inc. | 5,784 | $763.4K | 0.01% | +5,267+1,018.8% | Added |
| Umb Bank N A | 5,770 | $761.5K | 0.01% | −141−2.4% | Reduced |
| Boltwood Capital Management | 5,761 | $760.3K | 0.24% | +180+3.2% | Added |
| Engineers Gate Manager LP | 5,705 | $752.9K | 0.02% | −19,538−77.4% | Reduced |
| GTS Securities LLC | 5,693 | $751.4K | 0.02% | −401−6.6% | Reduced |
| Squarepoint Ops LLC | 5,667 | $747.9K | 0.00% | −108,883−95.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,648 | $746.8K | 0.05% | −595−9.5% | Reduced |
| Raymond James Trust N.A. | 5,561 | $733.9K | 0.02% | −2,895−34.2% | Reduced |
| Pettee Investors, Inc. | 5,528 | $729.6K | 0.31% | −1,077−16.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,514 | $727.7K | 0.04% | +200+3.8% | Added |
| Burns J W & Co Inc | 5,509 | $727.1K | 0.10% | −277−4.8% | Reduced |
| HMS Capital Management, LLC | 5,477 | $722.9K | 0.40% | −202−3.6% | Reduced |
| Busey Wealth Management | 5,371 | $708.9K | 0.03% | −23−0.4% | Reduced |
| RSM US Wealth Management LLC | 5,345 | $705.4K | 0.02% | +13+0.2% | Added |
| Cubic Asset Management, LLC | 5,338 | $704.5K | 0.17% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,328 | $703.2K | 0.00% | −3,250−37.9% | Reduced |
| Ieq Capital, LLC | 5,318 | $701.9K | 0.01% | +2,000+60.3% | Added |
| Beaumont Asset Management, L.L.C. | 5,306 | $700.3K | 0.47% | −97−1.8% | Reduced |
| Culbertson A N & Co Inc | 5,263 | $694.6K | 0.12% | −440−7.7% | Reduced |
| V-Square Quantitative Management LLC | 5,256 | $693.7K | 0.12% | +833+18.8% | Added |
| Outfitter Financial LLC | 5,215 | $688.3K | 0.57% | +5,215 | New |
| Qtron Investments LLC | 5,190 | $685.0K | 0.10% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,187 | $684.6K | 0.02% | −398−7.1% | Reduced |
| Wetherby Asset Management Inc | 5,175 | $683.0K | 0.03% | +4+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 5,152 | $680.0K | 0.03% | −423−7.6% | Reduced |