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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Adviser Investments LLC | 3,085 | $334.8K | 0.00% | −12−0.4% | Reduced |
| Profund Advisors LLC | 3,127 | $339.4K | 0.01% | −68−2.1% | Reduced |
| Meridian Investment Counsel Inc. | 3,148 | $341.7K | 0.11% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,169 | $343.9K | 0.24% | −6−0.2% | Reduced |
| Park Edge Advisors, LLC | 3,171 | $344.1K | 0.11% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,191 | $346.3K | 0.13% | +3,191 | New |
| Lakewood Asset Management LLC | 3,216 | $349.1K | 0.24% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,235 | $351.1K | 0.03% | +17+0.5% | Added |
| Diligent Investors, LLC | 3,254 | $353.2K | 0.09% | 00.0% | Unchanged |
| Suvretta Capital Management, LLC | 3,260 | $353.8K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,285 | $356.5K | 0.13% | −17−0.5% | Reduced |
| Money Concepts Capital Corp | 3,301 | $358.3K | 0.03% | −63−1.9% | Reduced |
| Simmons Bank | 3,311 | $359.3K | 0.03% | −338−9.3% | Reduced |
| Snowden Capital Advisors LLC | 3,311 | $360.1K | 0.01% | −369−10.0% | Reduced |
| Evercore Wealth Management, LLC | 3,364 | $365.1K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 3,388 | $367.7K | 0.00% | +3,388 | New |
| River Wealth Advisors LLC | 3,410 | $370.0K | 0.05% | −330−8.8% | Reduced |
| Cobblestone Capital Advisors LLC | 3,490 | $378.8K | 0.02% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,501 | $380.0K | 0.08% | −33−0.9% | Reduced |
| Fortress Wealth Group, LLC | 3,490 | $383.9K | 0.19% | +422+13.8% | Added |
| Haverford Trust Co | 3,556 | $385.9K | 0.00% | +3,556 | New |
| Acadian Asset Management LLC | 3,572 | $386.0K | 0.00% | +3,062+600.4% | Added |
| Silvercrest Asset Management Group LLC | 3,571 | $387.6K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,617 | $393.4K | 0.01% | +3,617 | New |
| New World Advisors LLC | 3,653 | $396.5K | 0.11% | +500+15.9% | Added |
| McMorgan & Co LLC | 3,688 | $400.3K | 0.06% | −740−16.7% | Reduced |
| Janney Capital Management LLC | 3,711 | $403.0K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,714 | $403.1K | 0.00% | −1,268−25.5% | Reduced |
| Choate Investment Advisors | 3,739 | $405.8K | 0.01% | −6−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 3,754 | $407.4K | 0.01% | +529+16.4% | Added |
| Financial Network Wealth Management LLC | 3,755 | $408.0K | 0.16% | +3,755 | New |
| Ballentine Partners, LLC | 3,782 | $410.5K | 0.01% | −175−4.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,786 | $410.9K | 0.02% | +351+10.2% | Added |
| Aristotle Capital Management, LLC | 3,833 | $416.0K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,864 | $419.4K | 0.00% | +107+2.8% | Added |
| Empowered Funds, LLC | 3,870 | $420.0K | 0.01% | +113+3.0% | Added |
| LSV Asset Management | 3,900 | $423.0K | 0.00% | 00.0% | Unchanged |
| David Loasby | 3,970 | $424.4K | 0.04% | +540+15.7% | Added |
| Western Wealth Management, LLC | 3,919 | $425.4K | 0.03% | −374−8.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,960 | $429.8K | 0.07% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,963 | $430.1K | 0.02% | −10.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,963 | $430.1K | 0.04% | −1,100−21.7% | Reduced |
| Duncker Streett & Co Inc | 3,990 | $433.0K | 0.08% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 4,000 | $434.1K | 0.04% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,001 | $434.2K | 0.01% | −50−1.2% | Reduced |
| Apollon Wealth Management, LLC | 4,043 | $438.8K | 0.01% | +42+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 4,117 | $446.8K | 0.00% | +4,117 | New |
| Atlas Capital Advisors LLC | 4,126 | $447.8K | 0.06% | +3,960+2,385.5% | Added |
| Courier Capital LLC | 4,144 | $449.7K | 0.04% | −160−3.7% | Reduced |
| Vestcor Inc | 4,156 | $451.0K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,161 | $451.6K | 0.19% | +4,161 | New |
| Ieq Capital, LLC | 4,173 | $452.9K | 0.01% | −1,145−21.5% | Reduced |
| Integrated Wealth Concepts LLC | 4,189 | $454.6K | 0.01% | −187−4.3% | Reduced |
| MAI Capital Management | 4,200 | $455.9K | 0.00% | −264−5.9% | Reduced |
| Curbstone Financial Management Corp | 4,226 | $458.6K | 0.10% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,236 | $459.7K | 0.14% | −25−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 4,280 | $464.5K | 0.00% | +867+25.4% | Added |
| Bessemer Group Inc | 4,315 | $469.0K | 0.00% | +95+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 4,357 | $472.9K | 0.03% | −671−13.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,472 | $485.3K | 0.02% | −52−1.1% | Reduced |
| Resonant Capital Advisors, LLC | 4,467 | $485.9K | 0.04% | +407+10.0% | Added |
| BKD Wealth Advisors, LLC | 4,488 | $487.1K | 0.01% | +4,488 | New |
| Brandes Investment Partners, LP | 4,499 | $488.3K | 0.01% | +1,258+38.8% | Added |
| Wahed Invest LLC | 4,500 | $488.4K | 0.10% | +380+9.2% | Added |
| Graypoint LLC | 4,530 | $491.6K | 0.03% | +288+6.8% | Added |
| Guyasuta Investment Advisors Inc | 4,044 | $492.2K | 0.04% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 4,561 | $495.0K | 0.32% | +4,561 | New |
| Regions Financial Corp | 4,562 | $495.1K | 0.00% | −2,293−33.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,604 | $499.7K | 0.01% | +44+1.0% | Added |
| Investment Management Corp of Ontario | 4,606 | $499.9K | 0.01% | +1,200+35.2% | Added |
| Highline Wealth Partners LLC | 4,637 | $503.3K | 0.19% | +20.0% | Added |
| GTS Securities LLC | 4,711 | $511.3K | 0.01% | −982−17.2% | Reduced |
| Tiaa Trust, National Association | 4,713 | $511.5K | 0.00% | −615−11.5% | Reduced |
| Wetherby Asset Management Inc | 4,726 | $512.9K | 0.02% | −449−8.7% | Reduced |
| Umb Bank N A | 4,727 | $513.0K | 0.01% | −1,043−18.1% | Reduced |
| Balyasny Asset Management LLC | 4,771 | $517.8K | 0.00% | +4,771 | New |
| BLB&B Advisors, LLC | 4,800 | $520.9K | 0.03% | −300−5.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,845 | $525.8K | 0.11% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,847 | $526.0K | 0.01% | −19,467−80.1% | Reduced |
| Glenview Trust Co | 4,904 | $532.2K | 0.01% | +450+10.1% | Added |
| Rice Hall James & Associates, LLC | 4,947 | $536.9K | 0.03% | −40−0.8% | Reduced |
| Karpas Strategies, LLC | 4,960 | $538.3K | 0.17% | 00.0% | Unchanged |
| CSS LLC | 5,000 | $542.6K | 0.04% | +5,000 | New |
| Farther Finance Advisors, LLC | 5,238 | $555.0K | 0.03% | +4,807+1,115.3% | Added |
| Applied Finance Capital Management, LLC | 5,181 | $562.3K | 0.03% | +5,181 | New |
| Machina Capital S.A.S. | 5,188 | $563.1K | 0.25% | −1,487−22.3% | Reduced |
| Fisher Asset Management, LLC | 5,230 | $567.7K | 0.00% | +1,184+29.3% | Added |
| Foundry Partners, LLC | 5,237 | $568.4K | 0.03% | +5,237 | New |
| Culbertson A N & Co Inc | 5,263 | $571.2K | 0.10% | 00.0% | Unchanged |
| Greenleaf Trust | 5,272 | $572.2K | 0.01% | +316+6.4% | Added |
| Congress Wealth Management LLC | 5,303 | $575.5K | 0.01% | +5,303 | New |
| Welch Group, LLC | 5,315 | $576.8K | 0.03% | +2,300+76.3% | Added |
| Lowe Brockenbrough & Co Inc | 5,314 | $578.0K | 0.04% | −334−5.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 5,357 | $581.4K | 0.37% | +51+1.0% | Added |
| Financial Counselors Inc | 5,371 | $582.9K | 0.01% | +365+7.3% | Added |
| Financial Advisory Corp | 5,397 | $586.0K | 0.24% | +645+13.6% | Added |
| Pettee Investors, Inc. | 5,426 | $588.9K | 0.28% | −102−1.8% | Reduced |
| Vident Advisory, LLC | 5,438 | $590.2K | 0.02% | +1,036+23.5% | Added |
| Burns J W & Co Inc | 5,454 | $591.9K | 0.08% | −55−1.0% | Reduced |
| Busey Wealth Management | 5,457 | $592.3K | 0.02% | +86+1.6% | Added |