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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 10,480 | $1.14M | 0.02% | +6,617+171.3% | Added |
| Fort Washington Investment Advisors Inc | 10,266 | $1.11M | 0.01% | −164−1.6% | Reduced |
| iA Global Asset Management Inc. | 10,241 | $1.11M | 0.02% | +823+8.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,125 | $1.10M | 0.00% | −837−7.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 10,101 | $1.10M | 0.28% | −167−1.6% | Reduced |
| Ossiam | 9,948 | $1.08M | 0.02% | +494+5.2% | Added |
| Cornerstone National Bank & Trust Co | 9,886 | $1.07M | 0.53% | +752+8.2% | Added |
| Camelot Portfolios, LLC | 9,747 | $1.06M | 0.60% | +5,990+159.4% | Added |
| Legal Advantage Investments, Inc. | 9,739 | $1.06M | 0.61% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,705 | $1.05M | 0.02% | −217−2.2% | Reduced |
| First Community Trust NA | 9,682 | $1.05M | 0.90% | −50−0.5% | Reduced |
| Mercer Global Advisors Inc | 9,755 | $1.05M | 0.00% | −182−1.8% | Reduced |
| Boston Private Wealth LLC | 9,626 | $1.04M | 0.03% | −327−3.3% | Reduced |
| Versor Investments LP | 9,600 | $1.04M | 0.19% | +9,600 | New |
| Dakota Wealth Management | 9,414 | $1.02M | 0.02% | +2,321+32.7% | Added |
| Romano Brothers and Company | 9,364 | $1.02M | 0.14% | −150−1.6% | Reduced |
| Clearstead Advisors, LLC | 9,264 | $1.01M | 0.02% | +371+4.2% | Added |
| Janney Montgomery Scott LLC | 9,206 | $999.0K | 0.00% | −4,706−33.8% | Reduced |
| Arnhold LLC | 9,190 | $997.4K | 0.11% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 9,182 | $996.5K | 0.05% | +9,182 | New |
| Keybank National Association | 9,095 | $987.1K | 0.00% | −253−2.7% | Reduced |
| 1st Source Bank | 9,079 | $985.3K | 0.06% | −891−8.9% | Reduced |
| Rakuten Investment Management, Inc. | 8,991 | $974.4K | 0.01% | +3,207+55.4% | Added |
| E. Ohman J:or Asset Management AB | 8,900 | $965.9K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 8,863 | $962.0K | 0.00% | +556+6.7% | Added |
| Crawford Investment Counsel Inc | 8,855 | $961.1K | 0.02% | +333+3.9% | Added |
| United Bank | 8,851 | $960.6K | 0.48% | +674+8.2% | Added |
| Farmers & Merchants Investments Inc | 8,830 | $958.3K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 8,806 | $955.7K | 0.05% | +8,806 | New |
| Roberts Glore & Co Inc | 8,723 | $946.7K | 0.29% | −90−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,717 | $946.0K | 0.04% | +115+1.3% | Added |
| Bahl & Gaynor Inc | 8,714 | $945.7K | 0.01% | +311+3.7% | Added |
| Trust Co of Toledo NA | 8,681 | $942.1K | 0.14% | +600+7.4% | Added |
| Girard Partners Ltd. | 8,552 | $928.1K | 0.09% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,544 | $927.3K | 0.01% | +1,020+13.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,543 | $927.0K | 0.02% | +186+2.2% | Added |
| La Banque Postale Asset Management SA | 8,519 | $924.6K | 0.04% | +1,221+16.7% | Added |
| Kestra Advisory Services, LLC | 8,484 | $920.8K | 0.01% | +2,165+34.3% | Added |
| Meridian Wealth Management, LLC | 8,419 | $913.7K | 0.11% | +8,419 | New |
| Vinva Investment Management Ltd | 8,423 | $912.9K | 0.05% | +363+4.5% | Added |
| MQS Management LLC | 8,302 | $901.0K | 0.54% | +8,302 | New |
| Brown Financial Advisors | 8,205 | $890.5K | 0.40% | +8,205 | New |
| Beacon Pointe Advisors, LLC | 8,182 | $888.0K | 0.01% | −279−3.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,179 | $887.7K | 0.01% | +4,989+156.4% | Added |
| Northwestern Mutual Wealth Management Co | 8,080 | $877.0K | 0.00% | +881+12.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,072 | $876.1K | 0.00% | −1,698−17.4% | Reduced |
| Public Sector Pension Investment Board | 8,020 | $870.4K | 0.01% | +3,423+74.5% | Added |
| St. Louis Trust Co | 7,954 | $863.2K | 0.13% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 7,939 | $861.6K | 0.00% | −282−3.4% | Reduced |
| Aigen Investment Management, LP | 7,731 | $839.0K | 0.16% | +7,731 | New |
| Charter Trust Co | 7,613 | $826.2K | 0.05% | −21,093−73.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,575 | $822.1K | 0.08% | −546−6.7% | Reduced |
| Grace & White Inc | 7,500 | $814.0K | 0.15% | 00.0% | Unchanged |
| Fiduciary Trust Co | 7,412 | $804.4K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 7,376 | $800.5K | 0.01% | +20.0% | Added |
| Waldron Private Wealth LLC | 7,352 | $797.9K | 0.04% | −77−1.0% | Reduced |
| United Capital Financial Advisers, LLC | 7,348 | $797.5K | 0.01% | −383−5.0% | Reduced |
| Daymark Wealth Partners, LLC | 7,331 | $795.6K | 0.04% | +8+0.1% | Added |
| Cary Street Partners Asset Management LLC | 7,249 | $786.7K | 0.12% | 00.0% | Unchanged |
| Omers Administration Corp | 7,241 | $785.9K | 0.01% | +7,241 | New |
| Rothschild Investment LLC | 7,204 | $781.9K | 0.05% | −318−4.2% | Reduced |
| Northwest Bank & Trust Co | 7,099 | $770.4K | 0.64% | −500−6.6% | Reduced |
| Norinchukin Bank, The | 7,062 | $766.4K | 0.02% | −205−2.8% | Reduced |
| Empirical Finance, LLC | 7,024 | $762.3K | 0.05% | −487−6.5% | Reduced |
| ISAM Funds (UK) Ltd | 7,005 | $760.3K | 0.57% | +7,005 | New |
| Deerfield Management Company, L.P. (Series C) | 6,997 | $759.4K | 0.01% | +3,005+75.3% | Added |
| Oppenheimer Asset Management Inc. | 6,957 | $755.0K | 0.01% | −119−1.7% | Reduced |
| Brevan Howard Capital Management LP | 6,920 | $751.0K | 0.05% | +6,920 | New |
| Veriti Management LLC | 6,893 | $748.1K | 0.05% | −630−8.4% | Reduced |
| Azzad Asset Management Inc | 6,875 | $746.1K | 0.09% | +33+0.5% | Added |
| QRG Capital Management, Inc. | 6,835 | $741.8K | 0.01% | −298−4.2% | Reduced |
| NEOS Investment Management LLC | 6,782 | $736.0K | 0.03% | +1,992+41.6% | Added |
| Nicolet Bankshares Inc | 6,768 | $734.5K | 0.18% | −393−5.5% | Reduced |
| Mill Capital Management, LLC | 6,761 | $733.8K | 0.06% | 00.0% | Unchanged |
| First Manhattan Co | 6,721 | $731.0K | 0.00% | +80+1.2% | Added |
| HM Payson & Co | 6,723 | $729.6K | 0.01% | −102−1.5% | Reduced |
| Teza Capital Management LLC | 6,714 | $728.7K | 0.09% | +6,714 | New |
| Ar Asset Management Inc | 6,700 | $727.0K | 0.18% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6,686 | $725.6K | 0.04% | −896−11.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,636 | $720.2K | 0.05% | −261−3.8% | Reduced |
| First Eagle Investment Management, LLC | 6,586 | $714.8K | 0.00% | +1,820+38.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,546 | $710.4K | 0.02% | −86−1.3% | Reduced |
| Everence Capital Management Inc | 5,900 | $710.0K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 6,485 | $704.0K | 0.00% | +265+4.3% | Added |
| Sigma Planning Corp | 6,466 | $701.8K | 0.02% | +176+2.8% | Added |
| Bradley Foster & Sargent Inc | 6,435 | $698.4K | 0.01% | −24−0.4% | Reduced |
| NBT Bank N A | 6,374 | $691.8K | 0.05% | −330−4.9% | Reduced |
| Raymond James Trust N.A. | 6,327 | $686.7K | 0.02% | +766+13.8% | Added |
| Advisors Asset Management, Inc. | 6,305 | $684.3K | 0.01% | −53−0.8% | Reduced |
| Brookstone Capital Management | 6,066 | $673.6K | 0.01% | −528−8.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,151 | $668.0K | 0.17% | +275+4.7% | Added |
| Huntington National Bank | 6,130 | $665.3K | 0.01% | −399−6.1% | Reduced |
| Merit Financial Group, LLC | 6,115 | $663.6K | 0.01% | −1,048−14.6% | Reduced |
| SeaCrest Wealth Management, LLC | 6,076 | $659.5K | 0.08% | +73+1.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,061 | $657.8K | 0.25% | −938−13.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,054 | $657.0K | 0.02% | +434+7.7% | Added |
| Tokio Marine Asset Management Co Ltd | 5,960 | $646.8K | 0.03% | +808+15.7% | Added |
| Ci Investments Inc. | 5,890 | $639.0K | 0.00% | −183−3.0% | Reduced |
| HMS Capital Management, LLC | 5,847 | $634.6K | 0.33% | +370+6.8% | Added |
| CAPROCK Group, Inc. | 5,837 | $634.6K | 0.03% | +2,199+60.4% | Added |