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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 1,936 | $255.5K | 0.01% | +248+14.7% | Added |
| Foster & Motley Inc | 1,931 | $255.0K | 0.02% | −478−19.8% | Reduced |
| City State Bank | 1,922 | $254.0K | 0.11% | −50−2.5% | Reduced |
| Westpac Banking Corp | 1,920 | $253.4K | 0.02% | −23,754−92.5% | Reduced |
| Trust Co of Vermont | 1,912 | $252.3K | 0.01% | +582+43.8% | Added |
| Sepio Capital, LP | 1,909 | $251.9K | 0.02% | +1,909 | New |
| WealthPlan Investment Management, LLC | 1,903 | $251.1K | 0.04% | +3+0.2% | Added |
| Round Rock Advisors, LLC | 1,900 | $250.8K | 0.06% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $250.2K | 0.03% | – | – |
| Certified Advisory Corp | 1,895 | $250.1K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,893 | $249.8K | 0.03% | +6+0.3% | Added |
| Moneta Group Investment Advisors LLC | 1,892 | $249.7K | 0.00% | +20+1.1% | Added |
| Chatham Capital Group, Inc. | 1,873 | $247.2K | 0.05% | −810−30.2% | Reduced |
| Pictet & Cie (Europe) SA | 1,869 | $246.7K | 0.01% | −28,732−93.9% | Reduced |
| Westhampton Capital, LLC | 1,845 | $243.5K | 0.13% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,841 | $243.0K | 0.05% | 00.0% | Unchanged |
| United Bank | 1,838 | $242.6K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 1,837 | $242.5K | 0.02% | +157+9.3% | Added |
| Ritholtz Wealth Management | 1,835 | $242.2K | 0.01% | −21−1.1% | Reduced |
| Brighton Jones LLC | 1,829 | $241.4K | 0.01% | +13+0.7% | Added |
| HighPoint Advisor Group LLC | 2,017 | $241.0K | 0.02% | −303−13.1% | Reduced |
| Fort, L.P. | 1,816 | $239.7K | 0.60% | −141−7.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,816 | $239.7K | 0.01% | +1,816 | New |
| Wintrust Investments LLC | 1,790 | $236.0K | 0.02% | +1,790 | New |
| Kanawha Capital Management LLC | 1,743 | $230.0K | 0.02% | +1,743 | New |
| Kestra Private Wealth Services, LLC | 1,732 | $228.6K | 0.01% | −2,188−55.8% | Reduced |
| Harbor Advisory Corp | 1,729 | $228.2K | 0.08% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,728 | $228.1K | 0.01% | +1,728 | New |
| Cypress Capital Group | 1,719 | $226.9K | 0.03% | −20−1.2% | Reduced |
| Sittner & Nelson, LLC | 1,683 | $222.2K | 0.11% | +1+0.1% | Added |
| Brown Brothers Harriman & Co | 1,676 | $221.2K | 0.00% | +199+13.5% | Added |
| Stephens Inc | 1,672 | $220.7K | 0.00% | −235−12.3% | Reduced |
| Nomura Holdings Inc | 1,669 | $220.3K | 0.00% | −2,547−60.4% | Reduced |
| Intrepid Financial Planning Group LLC | 1,667 | $220.1K | 0.10% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,825 | $219.5K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,638 | $216.6K | 0.03% | +47+3.0% | Added |
| Sym Financial Corp | 1,639 | $216.3K | 0.04% | −11−0.7% | Reduced |
| Leonteq Securities AG | 1,637 | $216.1K | 0.03% | −1,288−44.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,631 | $215.3K | 0.11% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,625 | $214.5K | 0.04% | +1,625 | New |
| HBK Sorce Advisory LLC | 1,617 | $213.4K | 0.01% | −80−4.7% | Reduced |
| Delap Wealth Advisory, LLC | 1,610 | $212.5K | 0.09% | +1,610 | New |
| Buckingham Strategic Partners | 1,605 | $211.9K | 0.01% | +1,605 | New |
| Great Valley Advisor Group, Inc. | 1,606 | $211.8K | 0.01% | −176−9.9% | Reduced |
| Ironwood Investment Counsel, LLC | 1,603 | $211.6K | 0.04% | +1,603 | New |
| Essex Financial Services, Inc. | 1,596 | $210.6K | 0.02% | +1,596 | New |
| Lincoln National Corp | 1,591 | $210.0K | 0.00% | +1,591 | New |
| Ami Investment Management Inc | 1,589 | $209.7K | 0.08% | +1,589 | New |
| Lindbrook Capital, LLC | 1,589 | $209.7K | 0.02% | +19+1.2% | Added |
| Rice Partnership, LLC | 1,575 | $207.9K | 0.05% | +1,575 | New |
| Ambassador Advisors, LLC | 1,572 | $207.5K | 0.04% | +1,572 | New |
| One Wealth Advisors, LLC | 1,536 | $203.1K | 0.04% | +1,536 | New |
| Martingale Asset Management L P | 1,534 | $202.5K | 0.00% | −7,363−82.8% | Reduced |
| Ingalls & Snyder LLC | 1,533 | $202.0K | 0.01% | +1,533 | New |
| Headlands Technologies LLC | 1,520 | $200.6K | 0.05% | +1,520 | New |
| Covestor Ltd | 1,358 | $179.0K | 0.11% | +578+74.1% | Added |
| Sandy Spring Bank | 1,318 | $173.9K | 0.01% | +400+43.6% | Added |
| Tobam | 1,298 | $171.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,252 | $165.2K | 0.10% | −22−1.7% | Reduced |
| Horizon Bancorp Inc | 1,245 | $164.0K | 0.08% | +63+5.3% | Added |
| Portland Hill Asset Management Ltd | 1,173 | $154.8K | 0.38% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,101 | $145.0K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $143.2K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 1,072 | $141.5K | 0.02% | −34−3.1% | Reduced |
| GHP Investment Advisors, Inc. | 1,071 | $141.4K | 0.01% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $138.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,045 | $138.0K | 0.05% | +521+99.4% | Added |
| Harbor Investment Advisory, LLC | 999 | $131.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 997 | $131.6K | 0.00% | −112−10.1% | Reduced |
| AlphaMark Advisors, LLC | 990 | $131.0K | 0.05% | +940+1,880.0% | Added |
| Larson Financial Group LLC | 934 | $123.3K | 0.01% | +591+172.3% | Added |
| TCTC Holdings, LLC | 934 | $123.3K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 930 | $122.7K | 0.01% | +831+839.4% | Added |
| Parallel Advisors, LLC | 925 | $122.0K | 0.00% | +56+6.4% | Added |
| Palisade Asset Management, LLC | 900 | $118.8K | 0.01% | +900 | New |
| Quadrant Capital Group LLC | 868 | $114.6K | 0.01% | +43+5.2% | Added |
| Sunbelt Securities, Inc. | 862 | $113.8K | 0.01% | +50+6.2% | Added |
| CKW Financial Group | 855 | $111.0K | 0.01% | +550+180.3% | Added |
| Parkside Financial Bank & Trust | 834 | $110.1K | 0.02% | +114+15.8% | Added |
| Citizens National Bank Trust Department | 800 | $105.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 875 | $105.3K | 0.01% | +202+30.0% | Added |
| Manchester Capital Management LLC | 792 | $104.5K | 0.01% | +9+1.1% | Added |
| Hazlett, Burt & Watson, Inc. | 749 | $99.0K | 0.06% | +54+7.8% | Added |
| Boyd Watterson Asset Management LLC | 750 | $99.0K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 747 | $98.8K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 720 | $95.0K | 0.01% | −33−4.4% | Reduced |
| TFC Financial Management | 708 | $93.5K | 0.02% | +1+0.1% | Added |
| Alta Advisers Ltd | 700 | $92.4K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 675 | $89.1K | 0.00% | −10−1.5% | Reduced |
| Washington Trust Co | 673 | $88.8K | 0.00% | −235−25.9% | Reduced |
| North Star Investment Management Corp. | 669 | $88.2K | 0.01% | +95+16.6% | Added |
| Salem Investment Counselors Inc | 643 | $85.0K | 0.00% | +13+2.1% | Added |
| Delta Asset Management LLC | 640 | $84.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 639 | $84.3K | 0.00% | +7+1.1% | Added |
| Allworth Financial LP | 631 | $83.3K | 0.00% | −8−1.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 630 | $83.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 630 | $83.2K | 0.01% | +112+21.6% | Added |
| Tompkins Financial Corp | 630 | $83.1K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 620 | $81.8K | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 613 | $80.9K | 0.00% | −46,549−98.7% | Reduced |