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; 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 106 | $11.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 108 | $11.7K | 0.00% | +29+36.7% | Added |
| Global X Japan Co., Ltd. | 109 | $11.8K | 0.00% | −150−57.9% | Reduced |
| Center for Financial Planning, Inc. | 110 | $11.9K | 0.00% | −15−12.0% | Reduced |
| Concord Wealth Partners | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 117 | $12.0K | 0.00% | −166−58.7% | Reduced |
| GW&K Investment Management, LLC | 108 | $12.0K | 0.00% | +5+4.9% | Added |
| Coppell Advisory Solutions LLC | 111 | $12.0K | 0.00% | +111 | New |
| Bruce G. Allen Investments, LLC | 113 | $12.3K | 0.01% | −7−5.8% | Reduced |
| Mendota Financial Group, LLC | 115 | $12.5K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 119 | $12.9K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 119 | $12.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 123 | $13.0K | 0.01% | −42−25.5% | Reduced |
| Coston, McIsaac & Partners | 124 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $13.7K | 0.00% | +20+18.9% | Added |
| Castleview Partners, LLC | 126 | $13.7K | 0.01% | +22+21.2% | Added |
| TD Waterhouse Canada Inc. | 132 | $14.0K | 0.00% | −324−71.1% | Reduced |
| Bogart Wealth, LLC | 130 | $14.1K | 0.00% | −13−9.1% | Reduced |
| Triad Wealth Partners, LLC | 130 | $14.1K | 0.01% | +130 | New |
| Prestige Wealth Management Group LLC | 130 | $14.1K | 0.00% | −4−3.0% | Reduced |
| Asset Dedication, LLC | 135 | $14.7K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 136 | $14.8K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 147 | $15.0K | 0.00% | −6−3.9% | Reduced |
| Addison Advisors LLC | 140 | $15.2K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 141 | $15.3K | 0.01% | +11+8.5% | Added |
| Key Financial Inc | 143 | $15.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 145 | $15.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 147 | $16.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $16.3K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 151 | $16.4K | 0.01% | +151 | New |
| Western Pacific Wealth Management, LP | 155 | $16.8K | 0.01% | −299−65.9% | Reduced |
| MV Capital Management, Inc. | 156 | $16.9K | 0.00% | −14−8.2% | Reduced |
| Old Second National Bank of Aurora | 160 | $17.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 160 | $17.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 161 | $17.5K | 0.00% | +10+6.6% | Added |
| Tortoise Investment Management, LLC | 165 | $17.9K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $18.0K | 0.01% | −1−0.6% | Reduced |
| Tower View Investment Management & Research LLC | 166 | $18.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 170 | $18.4K | 0.00% | +81+91.0% | Added |
| NewSquare Capital LLC | 170 | $18.4K | 0.00% | +128+304.8% | Added |
| Lynx Investment Advisory | 179 | $19.4K | 0.01% | +179 | New |
| Planning Capital Management Corp | 179 | $19.4K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $19.4K | 0.01% | −19−9.6% | Reduced |
| Bank of New Hampshire | 180 | $19.5K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 187 | $20.3K | 0.00% | −26−12.2% | Reduced |
| SRS Capital Advisors, Inc. | 189 | $20.5K | 0.00% | +182+2,600.0% | Added |
| TD Private Client Wealth LLC | 194 | $21.1K | 0.00% | +9+4.9% | Added |
| Flputnam Investment Management Co | 196 | $21.3K | 0.00% | −2,443−92.6% | Reduced |
| Creative Capital Management Investments LLC | 198 | $21.5K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $21.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $21.8K | 0.00% | −250−55.6% | Reduced |
| Venturi Wealth Management, LLC | 206 | $22.4K | 0.00% | −3,244−94.0% | Reduced |
| New England Capital Financial Advisors LLC | 217 | $23.5K | 0.01% | +1+0.5% | Added |
| Old Point Trust & Financial Services N A | 217 | $23.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $23.8K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $24.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 224 | $24.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 234 | $25.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 238 | $25.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 242 | $26.3K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 262 | $26.5K | 0.00% | +15+6.1% | Added |
| Spire Wealth Management | 275 | $29.8K | 0.00% | −722−72.4% | Reduced |
| Naples Money Management LLC | 291 | $30.8K | 0.03% | +1+0.3% | Added |
| Jamison Private Wealth Management, Inc. | 292 | $31.6K | 0.01% | +1+0.3% | Added |
| Salomon & Ludwin, LLC | 295 | $32.0K | 0.00% | −10−3.3% | Reduced |
| Tacita Capital Inc | 300 | $32.6K | 0.02% | 00.0% | Unchanged |
| Family Firm, Inc. | 307 | $33.3K | 0.01% | +307 | New |
| Cromwell Holdings LLC | 311 | $33.8K | 0.02% | +311 | New |
| AdvisorNet Financial, Inc | 315 | $34.2K | 0.00% | −10−3.1% | Reduced |
| Piscataqua Savings Bank | 317 | $34.4K | 0.03% | −8−2.5% | Reduced |
| First Horizon Advisors, Inc. | 319 | $34.6K | 0.00% | −320−50.1% | Reduced |
| FinTrust Capital Advisors, LLC | 324 | $35.2K | 0.01% | +100+44.6% | Added |
| Private Ocean, LLC | 330 | $35.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 330 | $35.9K | 0.00% | −300−47.6% | Reduced |
| Avion Wealth | 332 | $36.0K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 338 | $36.7K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 346 | $37.6K | 0.00% | −12−3.4% | Reduced |
| Broadwater Capital Management LLC | 352 | $38.2K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 368 | $39.9K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 367 | $40.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 380 | $40.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 374 | $40.5K | 0.01% | +276+281.6% | Added |
| North Star Investment Management Corp. | 375 | $40.7K | 0.00% | −294−43.9% | Reduced |
| Oakworth Capital, Inc. | 378 | $41.0K | 0.00% | +78+26.0% | Added |
| CNB Bank | 396 | $43.0K | 0.02% | −113−22.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $43.0K | 0.00% | +400 | New |
| Ridgewood Investments LLC | 400 | $43.4K | 0.02% | +400 | New |
| AM Squared Ltd | 400 | $43.4K | 0.11% | +400 | New |
| Continuum Advisory, LLC | 412 | $44.7K | 0.01% | +2+0.5% | Added |
| Webster Bank, N. A. | 425 | $46.1K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 425 | $46.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 426 | $46.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 435 | $47.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 446 | $48.0K | 0.00% | −140−23.9% | Reduced |
| Washington Trust Co | 446 | $48.4K | 0.00% | −227−33.7% | Reduced |
| Armstrong Advisory Group, Inc | 446 | $48.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 463 | $50.2K | 0.00% | −1,126−70.9% | Reduced |