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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 3,015 | $397.9K | 0.02% | +10.0% | Added |
| North Star Asset Management Inc | 3,008 | $397.0K | 0.02% | −176−5.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,998 | $395.7K | 0.01% | −265−8.1% | Reduced |
| Horizon Investments, LLC | 2,911 | $384.2K | 0.01% | +2+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 2,903 | $383.1K | 0.01% | +80+2.8% | Added |
| Boston Family Office LLC | 2,883 | $380.0K | 0.03% | +18+0.6% | Added |
| ELCO Management Co., LLC | 2,870 | $378.8K | 0.23% | −370−11.4% | Reduced |
| First National Bank & Trust Co of Newtown | 2,853 | $376.5K | 0.08% | −136−4.6% | Reduced |
| Community Bank, N.A. | 2,840 | $374.8K | 0.05% | −874−23.5% | Reduced |
| Fortress Wealth Group, LLC | 3,068 | $372.6K | 0.20% | +3,068 | New |
| Pensionmark Financial Group, LLC | 2,799 | $369.4K | 0.05% | +2,799 | New |
| National Asset Management, Inc. | 3,273 | $368.0K | 0.01% | −141−4.1% | Reduced |
| Ironwood Financial, llc | 2,777 | $366.5K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,764 | $364.8K | 0.02% | −4−0.1% | Reduced |
| Westwood Holdings Group Inc. | 2,754 | $363.0K | 0.00% | +43+1.6% | Added |
| Mesirow Financial Investment Management, Inc. | 2,716 | $358.5K | 0.01% | +726+36.5% | Added |
| Legacy Wealth Asset Management, LLC | 2,713 | $358.1K | 0.10% | +17+0.6% | Added |
| Chicago Partners Investment Group LLC | 2,938 | $357.0K | 0.02% | +44+1.5% | Added |
| Aberdeen Wealth Management LLC | 2,704 | $356.9K | 0.21% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,680 | $353.7K | 0.05% | −1,000−27.2% | Reduced |
| Canandaigua National Bank & Trust Co | 2,675 | $353.0K | 0.05% | −125−4.5% | Reduced |
| Park Avenue Securities LLC | 2,673 | $353.0K | 0.00% | −3,181−54.3% | Reduced |
| Pitcairn Co | 2,657 | $350.7K | 0.02% | +389+17.2% | Added |
| Flputnam Investment Management Co | 2,639 | $348.3K | 0.01% | −1,251−32.2% | Reduced |
| Benjamin Edwards Inc | 2,620 | $346.0K | 0.07% | −37−1.4% | Reduced |
| Wedbush Securities Inc | 2,612 | $345.0K | 0.01% | +472+22.1% | Added |
| Jump Financial, LLC | 2,609 | $344.3K | 0.01% | −5,512−67.9% | Reduced |
| MBB Public Markets I LLC | 2,607 | $344.1K | 0.02% | +2,607 | New |
| SageView Advisory Group, LLC | 2,662 | $344.0K | 0.02% | +39+1.5% | Added |
| Altfest L J & Co Inc | 2,577 | $340.0K | 0.05% | +75+3.0% | Added |
| Trust Point Inc. | 2,573 | $339.6K | 0.03% | −1,887−42.3% | Reduced |
| Symmetry Partners, LLC | 2,565 | $339.0K | 0.03% | 00.0% | Unchanged |
| Field & Main Bank | 2,560 | $337.9K | 0.13% | −135−5.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $329.9K | 0.10% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 2,492 | $328.9K | 0.21% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,490 | $328.6K | 0.18% | +128+5.4% | Added |
| Venture Visionary Partners LLC | 2,486 | $328.1K | 0.02% | +355+16.7% | Added |
| Signaturefd, LLC | 2,461 | $324.8K | 0.01% | +315+14.7% | Added |
| Brown, Lisle/Cummings, Inc. | 2,450 | $323.4K | 0.11% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,445 | $322.7K | 0.11% | +90+3.8% | Added |
| Trust Asset Management LLC | 2,417 | $319.0K | 0.03% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,389 | $315.3K | 0.04% | +5+0.2% | Added |
| LaFleur & Godfrey LLC | 2,388 | $315.2K | 0.05% | −400−14.3% | Reduced |
| Global Retirement Partners, LLC | 2,375 | $313.5K | 0.01% | −34−1.4% | Reduced |
| Ransom Advisory, Ltd | 2,365 | $312.1K | 0.17% | +2,365 | New |
| Allegheny Financial Group LTD | 2,363 | $311.9K | 0.10% | −27−1.1% | Reduced |
| WealthShield Partners, LLC | 2,356 | $311.5K | 0.05% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 2,356 | $310.9K | 0.02% | +265+12.7% | Added |
| Radnor Capital Management, LLC | 2,341 | $309.0K | 0.05% | −66−2.7% | Reduced |
| Compagnie Lombard Odier SCmA | 2,330 | $307.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,324 | $306.8K | 0.00% | +26+1.1% | Added |
| King Luther Capital Management Corp | 2,323 | $306.6K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,310 | $304.9K | 0.04% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,296 | $303.0K | 0.04% | +483+26.6% | Added |
| Independent Financial Group, LLC | 2,295 | $302.9K | 0.01% | −100−4.2% | Reduced |
| Israel Discount Bank of New York | 2,275 | $300.3K | 0.37% | −1,545−40.4% | Reduced |
| Bleakley Financial Group, LLC | 2,271 | $299.7K | 0.01% | +132+6.2% | Added |
| Simplicity Wealth,LLC | 2,271 | $299.7K | 0.01% | +2,271 | New |
| Ameritas Investment Partners, Inc. | 2,260 | $298.3K | 0.01% | −152−6.3% | Reduced |
| Gateway Investment Advisers LLC | 2,241 | $295.8K | 0.00% | +59+2.7% | Added |
| Legacy Capital Group California, Inc. | 2,239 | $295.5K | 0.11% | −26−1.1% | Reduced |
| Seven Eight Capital, LP | 2,239 | $295.5K | 0.03% | +2,239 | New |
| C M Bidwell & Associates Ltd | 2,232 | $294.6K | 0.20% | +388+21.0% | Added |
| Bokf, NA | 2,255 | $292.6K | 0.01% | −251−10.0% | Reduced |
| Principal Securities, Inc. | 2,211 | $291.9K | 0.01% | +264+13.6% | Added |
| Caption Management, LLC | 2,200 | $290.4K | 0.03% | −10,800−83.1% | Reduced |
| Cigna Investments Inc | 2,196 | $290.0K | 0.06% | −49−2.2% | Reduced |
| Am Investment Strategies LLC | 2,198 | $290.0K | 0.07% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,197 | $290.0K | 0.02% | −101−4.4% | Reduced |
| Intech Investment Management LLC | 2,177 | $287.3K | 0.00% | +397+22.3% | Added |
| Personal Cfo Solutions, LLC | 2,173 | $286.8K | 0.04% | +102+4.9% | Added |
| Riverwater Partners LLC | 2,170 | $286.4K | 0.21% | −82−3.6% | Reduced |
| Edge Financial Advisors LLC | 2,160 | $285.1K | 0.25% | +2,160 | New |
| GPS Wealth Strategies Group, LLC | 2,156 | $284.5K | 0.05% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,144 | $283.0K | 0.03% | −554−20.5% | Reduced |
| EP Wealth Advisors, LLC | 2,133 | $281.6K | 0.00% | +2,133 | New |
| Physicians Financial Services, Inc. | 2,129 | $281.0K | 0.10% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,119 | $280.0K | 0.01% | +234+12.4% | Added |
| Old National Bancorp | 2,115 | $279.1K | 0.01% | −29−1.4% | Reduced |
| CX Institutional | 2,109 | $278.4K | 0.01% | +119+6.0% | Added |
| Forum Financial Management, LP | 2,102 | $277.4K | 0.00% | +96+4.8% | Added |
| Mill Creek Capital Advisors, LLC | 2,089 | $275.7K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,088 | $275.6K | 0.01% | −78−3.6% | Reduced |
| Boit C F David | 2,300 | $275.0K | 0.15% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 2,082 | $274.8K | 0.02% | −7,394−78.0% | Reduced |
| Horan Capital Advisors, LLC. | 2,075 | $273.9K | 0.10% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,050 | $270.6K | 0.11% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,485 | $270.0K | 0.01% | −2,040−45.1% | Reduced |
| Montecito Bank & Trust | 2,042 | $269.5K | 0.05% | +67+3.4% | Added |
| Hara Capital LLC | 2,040 | $269.2K | 0.16% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 2,020 | $266.6K | 0.04% | −9−0.4% | Reduced |
| PFG Advisors | 2,004 | $264.5K | 0.02% | +105+5.5% | Added |
| Searle & Co. | 2,000 | $264.0K | 0.07% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $264.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 1,997 | $263.6K | 0.00% | +152+8.2% | Added |
| First County Bank | 1,995 | $263.3K | 0.13% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,989 | $263.0K | 0.14% | 00.0% | Unchanged |
| Colonial Trust Co | 1,970 | $260.0K | 0.05% | −109−5.2% | Reduced |
| First National Bank | 1,970 | $260.0K | 0.20% | +100+5.3% | Added |
| Hunter Associates Investment Management LLC | 1,971 | $260.0K | 0.04% | 00.0% | Unchanged |