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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 5,107 | $674.8K | 0.09% | +161+3.3% | Added |
| BLB&B Advisors, LLC | 5,100 | $673.1K | 0.04% | −15−0.3% | Reduced |
| XTX Topco Ltd | 5,078 | $670.2K | 0.09% | +5,078 | New |
| Sheaff Brock Investment Advisors, LLC | 5,063 | $668.2K | 0.05% | −224−4.2% | Reduced |
| Peapack Gladstone Financial Corp | 5,048 | $666.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,028 | $663.6K | 0.05% | +20+0.4% | Added |
| Financial Counselors Inc | 5,006 | $660.7K | 0.01% | +264+5.6% | Added |
| Rice Hall James & Associates, LLC | 4,987 | $658.2K | 0.04% | −4,172−45.6% | Reduced |
| Wealthfront Advisers LLC | 4,982 | $657.5K | 0.00% | +693+16.2% | Added |
| Karpas Strategies, LLC | 4,960 | $654.6K | 0.20% | 00.0% | Unchanged |
| Greenleaf Trust | 4,956 | $654.1K | 0.01% | −163−3.2% | Reduced |
| Banco Santander, S.A. | 4,911 | $648.2K | 0.01% | +4,911 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,845 | $639.4K | 0.11% | −315−6.1% | Reduced |
| NEOS Investment Management LLC | 4,790 | $632.2K | 0.04% | +1,830+61.8% | Added |
| First Eagle Investment Management, LLC | 4,766 | $629.0K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Corp | 4,752 | $627.0K | 0.26% | +737+18.4% | Added |
| Highline Wealth Partners LLC | 4,635 | $611.7K | 0.25% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 4,597 | $606.7K | 0.00% | −200−4.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,560 | $601.8K | 0.01% | +134+3.0% | Added |
| Knights of Columbus Asset Advisors LLC | 4,553 | $600.9K | 0.04% | −212−4.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,524 | $597.1K | 0.02% | −339−7.0% | Reduced |
| MAI Capital Management | 4,464 | $589.2K | 0.01% | +263+6.3% | Added |
| MainStreet Investment Advisors LLC | 4,458 | $588.4K | 0.07% | −506−10.2% | Reduced |
| Glenview Trust Co | 4,454 | $587.8K | 0.01% | +316+7.6% | Added |
| McMorgan & Co LLC | 4,428 | $584.4K | 0.10% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,402 | $581.0K | 0.01% | +10+0.2% | Added |
| Integrated Wealth Concepts LLC | 4,376 | $577.5K | 0.01% | −54−1.2% | Reduced |
| Pflug Koory, LLC | 4,363 | $575.8K | 0.28% | 00.0% | Unchanged |
| Courier Capital LLC | 4,304 | $568.0K | 0.04% | −150−3.4% | Reduced |
| Alberta Investment Management Corp | 4,300 | $567.5K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 4,293 | $566.6K | 0.04% | −14−0.3% | Reduced |
| Cim Investment Mangement Inc | 4,261 | $562.4K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 4,242 | $559.8K | 0.04% | +363+9.4% | Added |
| Curbstone Financial Management Corp | 4,226 | $557.7K | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,220 | $557.0K | 0.00% | +487+13.0% | Added |
| Vestcor Inc | 4,156 | $549.0K | 0.02% | −37−0.9% | Reduced |
| Wahed Invest LLC | 4,120 | $543.8K | 0.12% | +671+19.5% | Added |
| Resonant Capital Advisors, LLC | 4,060 | $536.8K | 0.05% | +24+0.6% | Added |
| Ferguson Wellman Capital Management, Inc | 4,051 | $534.7K | 0.01% | +20+0.5% | Added |
| Fisher Asset Management, LLC | 4,046 | $534.0K | 0.00% | −1,054−20.7% | Reduced |
| Apollon Wealth Management, LLC | 4,001 | $528.0K | 0.02% | −84−2.1% | Reduced |
| Nixon Peabody Trust Co | 4,000 | $527.9K | 0.05% | −120−2.9% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 3,992 | $526.9K | 0.01% | +2,074+108.1% | Added |
| Duncker Streett & Co Inc | 3,990 | $526.6K | 0.10% | −146−3.5% | Reduced |
| Connecticut Wealth Management, LLC | 3,964 | $523.2K | 0.03% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 3,960 | $522.6K | 0.09% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,958 | $522.3K | 0.00% | −404−9.3% | Reduced |
| Ballentine Partners, LLC | 3,957 | $522.2K | 0.01% | +100+2.6% | Added |
| LSV Asset Management | 3,900 | $515.0K | 0.00% | +3,900 | New |
| Capstone Investment Advisors, LLC | 3,863 | $509.8K | 0.01% | +3,783+4,728.8% | Added |
| Aristotle Capital Management, LLC | 3,833 | $505.9K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 3,757 | $496.0K | 0.48% | −4,791−56.0% | Reduced |
| HB Wealth Management, LLC | 3,757 | $495.9K | 0.01% | +400+11.9% | Added |
| Empowered Funds, LLC | 3,757 | $495.8K | 0.01% | +1,262+50.6% | Added |
| Humankind Investments LLC | 3,753 | $495.3K | 0.13% | −126−3.2% | Reduced |
| Schechter Investment Advisors, LLC | 3,749 | $494.7K | 0.04% | −94−2.4% | Reduced |
| Choate Investment Advisors | 3,745 | $494.3K | 0.01% | +23+0.6% | Added |
| River Wealth Advisors LLC | 3,740 | $493.5K | 0.07% | −3,866−50.8% | Reduced |
| Guyasuta Investment Advisors Inc | 4,044 | $492.2K | 0.04% | 00.0% | Unchanged |
| Janney Capital Management LLC | 3,711 | $490.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,690 | $487.0K | 0.03% | +1,033+38.9% | Added |
| Snowden Capital Advisors LLC | 3,680 | $486.6K | 0.02% | −145−3.8% | Reduced |
| Simmons Bank | 3,649 | $481.6K | 0.04% | −3,158−46.4% | Reduced |
| CAPROCK Group, Inc. | 3,638 | $481.1K | 0.03% | +1,076+42.0% | Added |
| Prelude Capital Management, LLC | 3,644 | $480.9K | 0.03% | +3,644 | New |
| A. D. Beadell Investment Counsel, Inc. | 3,625 | $478.0K | 0.42% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,571 | $471.3K | 0.00% | −306−7.9% | Reduced |
| Probity Advisors, Inc. | 3,534 | $466.4K | 0.10% | +186+5.6% | Added |
| Ziegler Capital Management, LLC | 3,504 | $462.5K | 0.02% | −26,152−88.2% | Reduced |
| Cobblestone Capital Advisors LLC | 3,490 | $460.6K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,465 | $457.3K | 0.02% | −106−3.0% | Reduced |
| Venturi Wealth Management, LLC | 3,450 | $455.3K | 0.03% | +10+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,435 | $453.4K | 0.02% | +650+23.3% | Added |
| Whittier Trust Co | 3,430 | $452.7K | 0.01% | −331−8.8% | Reduced |
| Avantax Advisory Services, Inc. | 3,413 | $450.4K | 0.00% | −34−1.0% | Reduced |
| Investment Management Corp of Ontario | 3,406 | $449.5K | 0.01% | −1,500−30.6% | Reduced |
| Cambridge Trust Co | 3,400 | $448.7K | 0.02% | −140−4.0% | Reduced |
| Evercore Wealth Management, LLC | 3,364 | $444.0K | 0.01% | +11+0.3% | Added |
| Money Concepts Capital Corp | 3,364 | $443.9K | 0.04% | +1,070+46.6% | Added |
| David Loasby | 3,430 | $443.8K | 0.05% | +191+5.9% | Added |
| ASB Consultores, LLC | 3,302 | $435.8K | 0.11% | +3,302 | New |
| Suvretta Capital Management, LLC | 3,260 | $430.3K | 0.02% | +3,260 | New |
| Diligent Investors, LLC | 3,254 | $429.5K | 0.11% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 3,241 | $427.7K | 0.01% | +1,485+84.6% | Added |
| Intrust Bank NA | 3,240 | $427.6K | 0.05% | −145−4.3% | Reduced |
| Grey Street Capital, LLC | 3,226 | $426.5K | 0.06% | +3,226 | New |
| Kingsview Wealth Management, LLC | 3,225 | $425.6K | 0.01% | +590+22.4% | Added |
| Cornerstone Wealth Group, LLC | 3,218 | $424.7K | 0.04% | +3,218 | New |
| Lakewood Asset Management LLC | 3,216 | $424.4K | 0.29% | +777+31.9% | Added |
| Profund Advisors LLC | 3,195 | $421.7K | 0.02% | −379−10.6% | Reduced |
| Central Trust Co | 3,194 | $421.5K | 0.01% | −221−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,190 | $421.0K | 0.01% | −23,387−88.0% | Reduced |
| Coldstream Capital Management Inc | 3,182 | $420.0K | 0.01% | +340+12.0% | Added |
| InTrack Investment Management Inc | 3,175 | $419.0K | 0.31% | −1,179−27.1% | Reduced |
| Park Edge Advisors, LLC | 3,171 | $418.5K | 0.12% | −100−3.1% | Reduced |
| New World Advisors LLC | 3,153 | $416.1K | 0.12% | +145+4.8% | Added |
| Meridian Investment Counsel Inc. | 3,148 | $415.5K | 0.14% | −250−7.4% | Reduced |
| Adviser Investments LLC | 3,097 | $408.7K | 0.01% | +12+0.4% | Added |
| Financial Advocates Investment Management | 3,084 | $407.0K | 0.02% | +548+21.6% | Added |
| Bartlett & Co. Wealth Management LLC | 3,052 | $403.5K | 0.01% | −240−7.3% | Reduced |