Zimmer Biomet Holdings, Inc.

ZBH

Exchange: NYSE
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001136869

SEC filings (opens in a new tab)

In the last 90 days, Zimmer Biomet Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 912 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, Q2 2024

Institutional positions in Zimmer Biomet Holdings, Inc. as of Jun 30, 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: 1,012; +10 vs. Q1 2024
Shares held: 186.4M; +1.35M (+0.7%) vs. Q1 2024
Total value: $20.2B; −$4.17B (−17.1%) vs. Q1 2024
New holders: 96; 309 more added
Sold out: 86; 401 more reduced

13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,012 institutions

Value heldQ2 2024: $20.2B

Institutions holding ZBH and their total value by quarter
Quarter	Holders	Value
Q2 2026	912	$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, Q2 2024

Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q1 2024.

Institutions holding ZBH in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Financial Management Professionals, Inc.	4	$0	0.00%	−48−92.3%	Reduced
Strengthening Families & Communities, LLC	4	$0	0.00%	+4	New
Dogwood Wealth Management LLC	0	$2	0.00%	0	Unchanged
McClarren Financial Advisors, Inc.	108	$15	0.01%	−32−22.9%	Reduced
HWG Holdings LP	0	$50	0.00%	0	New
Riggs Asset Managment Co. Inc.	1	$109	0.00%	−3−75.0%	Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.	2	$217	0.00%	+2	New
WestEnd Advisors, LLC	3	$326	0.00%	00.0%	Unchanged
MCF Advisors LLC	3	$327	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	4	$434	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	5	$543	0.00%	−36−87.8%	Reduced
Carolinas Wealth Consulting LLC	5	$543	0.00%	−3−37.5%	Reduced
Aspire Private Capital, LLC	5	$543	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	7	$760	0.00%	−56−88.9%	Reduced
True Wealth Design, LLC	7	$760	0.00%	+1+16.7%	Added
SYSTM Wealth Solutions LLC	9	$977	0.00%	−5,098−99.8%	Reduced
TSFG, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	10	$1.09K	0.00%	00.0%	Unchanged
Laurel Wealth Advisors LLC	10	$1.09K	0.00%	00.0%	Unchanged
Group One Trading, L.P.	11	$1.19K	0.00%	−89−89.0%	Reduced
West Paces Advisors Inc.	12	$1.30K	0.00%	00.0%	Unchanged
Great Lakes Retirement, Inc.	13	$1.41K	0.00%	+13	New
SJS Investment Consulting Inc.	15	$1.63K	0.00%	−2−11.8%	Reduced
RFP Financial Group LLC	15	$1.63K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	17	$1.85K	0.00%	+2+13.3%	Added
Kayne Anderson Rudnick Investment Management LLC	18	$1.95K	0.00%	−3−14.3%	Reduced
Caldwell Sutter Capital, Inc.	18	$1.95K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	18	$1.95K	0.00%	00.0%	Unchanged
Penserra Capital Management LLC	18	$2.00K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	20	$2.13K	0.00%	+5+33.3%	Added
Barrett & Company, Inc.	20	$2.17K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	20	$2.17K	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	20	$2.18K	0.00%	00.0%	Unchanged
PFS Partners, LLC	21	$2.26K	0.00%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	23	$2.50K	0.00%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	19	$2.51K	0.00%	−94−83.2%	Reduced
Versant Capital Management, Inc	24	$2.60K	0.00%	−16−40.0%	Reduced
ClariVest Asset Management LLC	25	$2.71K	0.00%	−87−77.7%	Reduced
Northwest Capital Management Inc	25	$2.71K	0.00%	00.0%	Unchanged
Slocum, Gordon & Co LLP	25	$2.71K	0.00%	+25	New
Wolff Wiese Magana LLC	25	$2.71K	0.00%	00.0%	Unchanged
Cherry Tree Wealth Management, LLC	25	$2.71K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	26	$2.82K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	27	$2.93K	0.00%	00.0%	Unchanged
Financial Network Wealth Advisors LLC	27	$2.95K	0.00%	+27	New
South State Corp.	30	$3.26K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	30	$3.26K	0.00%	00.0%	Unchanged
Hoese & Co LLP	30	$3.45K	0.00%	00.0%	Unchanged
Register Financial Advisors LLC	35	$3.80K	0.00%	00.0%	Unchanged
Thompson Investment Management, Inc.	35	$3.81K	0.00%	00.0%	Unchanged
Security National Bank	39	$4.23K	0.00%	00.0%	Unchanged
Main Street Group, LTD	40	$4.24K	0.00%	00.0%	Unchanged
ORG Partners LLC	40	$4.24K	0.00%	+40	New
Heritage Wealth Advisors	40	$4.34K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$4.34K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	40	$4.34K	0.00%	00.0%	Unchanged
Clear Point Advisors Inc.	40	$4.34K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	40	$4.34K	0.00%	00.0%	Unchanged
Cultivar Capital, Inc.	40	$4.34K	0.00%	+40	New
Bullock Wealth Management Group	42	$4.49K	0.00%	00.0%	Unchanged
Sachetta, LLC	41	$4.58K	0.00%	−6−12.8%	Reduced
Cassady Schiller Wealth Management, LLC	43	$4.67K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	43	$5.00K	0.00%	00.0%	Unchanged
Opal Wealth Advisors, LLC	49	$5.32K	0.00%	−24−32.9%	Reduced
Fortis Group Advisors, LLC	50	$5.43K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	50	$5.43K	0.00%	00.0%	Unchanged
Y.D. More Investments Ltd	50	$5.43K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	51	$5.54K	0.00%	−120−70.2%	Reduced
Stone House Investment Management, LLC	51	$5.54K	0.00%	−73−58.9%	Reduced
Exchange Traded Concepts, LLC	51	$5.54K	0.00%	−45−46.9%	Reduced
Annis Gardner Whiting Capital Advisors, LLC	51	$5.58K	0.00%	−72−58.5%	Reduced
First Financial Corp	55	$5.97K	0.00%	00.0%	Unchanged
Redwood Wealth Management Group, LLC	57	$6.19K	0.00%	+57	New
Scarborough Advisors, LLC	62	$6.74K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	68	$7.00K	0.00%	−5−6.8%	Reduced
Proequities, Inc.	70	$7.61K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	78	$8.00K	0.00%	−6−7.1%	Reduced
Meeder Asset Management Inc	77	$8.36K	0.00%	+77	New
Frazier Financial Advisors, LLC	81	$8.79K	0.01%	00.0%	Unchanged
Guardian Wealth Management, Inc.	82	$8.86K	0.01%	00.0%	Unchanged
McIlrath & Eck, LLC	82	$8.89K	0.00%	+41+100.0%	Added
Princeton Global Asset Management LLC	82	$8.90K	0.00%	+82	New
Private Wealth Management Group, LLC	82	$8.90K	0.00%	−45−35.4%	Reduced
JJJ Advisors Inc.	89	$9.66K	0.00%	00.0%	Unchanged
Kessler Investment Group, LLC	96	$10.4K	0.01%	00.0%	Unchanged
Tidemark, LLC	96	$10.4K	0.00%	00.0%	Unchanged
1620 Investment Advisors, Inc.	98	$10.6K	0.01%	+98	New
Union Savings Bank	100	$10.9K	0.01%	−275−73.3%	Reduced
First Personal Financial Services	100	$10.9K	0.00%	−46−31.5%	Reduced
NVWM, LLC	100	$10.9K	0.00%	−6−5.7%	Reduced
Mascoma Wealth Management LLC	100	$10.9K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	100	$10.9K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	100	$10.9K	0.01%	+100	New
Catalyst Funds Management Pty Ltd	100	$10.9K	0.00%	+100	New
Pittenger & Anderson Inc	102	$11.1K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	102	$11.1K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	103	$11.2K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	104	$11.3K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	105	$11.4K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	106	$11.5K	0.00%	−10−8.6%	Reduced