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 |
|---|---|---|---|---|---|
| GLOBALT Investments LLC | 5,768 | $626.0K | 0.03% | −259−4.3% | Reduced |
| Bryn Mawr Trust Co | 5,754 | $624.5K | 0.02% | −1,000−14.8% | Reduced |
| Outfitter Financial LLC | 5,730 | $621.9K | 0.52% | +515+9.9% | Added |
| V-Square Quantitative Management LLC | 5,697 | $618.3K | 0.10% | +441+8.4% | Added |
| Boltwood Capital Management | 5,676 | $616.0K | 0.19% | −85−1.5% | Reduced |
| Independence Bank of Kentucky | 5,643 | $612.4K | 0.16% | −2,442−30.2% | Reduced |
| Hancock Whitney Corp | 5,602 | $608.0K | 0.02% | −456−7.5% | Reduced |
| Qtron Investments LLC | 5,598 | $607.6K | 0.09% | +408+7.9% | Added |
| Blueshift Asset Management, LLC | 5,550 | $602.3K | 0.20% | +5,550 | New |
| Advisory Services Network, LLC | 5,544 | $601.7K | 0.01% | +357+6.9% | Added |
| Humankind Investments LLC | 5,515 | $598.5K | 0.16% | +1,762+46.9% | Added |
| Ashton Thomas Private Wealth, LLC | 5,499 | $596.8K | 0.03% | −15−0.3% | Reduced |
| Busey Wealth Management | 5,457 | $592.3K | 0.02% | +86+1.6% | Added |
| Burns J W & Co Inc | 5,454 | $591.9K | 0.08% | −55−1.0% | Reduced |
| Vident Advisory, LLC | 5,438 | $590.2K | 0.02% | +1,036+23.5% | Added |
| Pettee Investors, Inc. | 5,426 | $588.9K | 0.28% | −102−1.8% | Reduced |
| Financial Advisory Corp | 5,397 | $586.0K | 0.24% | +645+13.6% | Added |
| Financial Counselors Inc | 5,371 | $582.9K | 0.01% | +365+7.3% | Added |
| Beaumont Asset Management, L.L.C. | 5,357 | $581.4K | 0.37% | +51+1.0% | Added |
| Lowe Brockenbrough & Co Inc | 5,314 | $578.0K | 0.04% | −334−5.9% | Reduced |
| Welch Group, LLC | 5,315 | $576.8K | 0.03% | +2,300+76.3% | Added |
| Congress Wealth Management LLC | 5,303 | $575.5K | 0.01% | +5,303 | New |
| Greenleaf Trust | 5,272 | $572.2K | 0.01% | +316+6.4% | Added |
| Culbertson A N & Co Inc | 5,263 | $571.2K | 0.10% | 00.0% | Unchanged |
| Foundry Partners, LLC | 5,237 | $568.4K | 0.03% | +5,237 | New |
| Fisher Asset Management, LLC | 5,230 | $567.7K | 0.00% | +1,184+29.3% | Added |
| Machina Capital S.A.S. | 5,188 | $563.1K | 0.25% | −1,487−22.3% | Reduced |
| Applied Finance Capital Management, LLC | 5,181 | $562.3K | 0.03% | +5,181 | New |
| Farther Finance Advisors, LLC | 5,238 | $555.0K | 0.03% | +4,807+1,115.3% | Added |
| CSS LLC | 5,000 | $542.6K | 0.04% | +5,000 | New |
| Karpas Strategies, LLC | 4,960 | $538.3K | 0.17% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 4,947 | $536.9K | 0.03% | −40−0.8% | Reduced |
| Glenview Trust Co | 4,904 | $532.2K | 0.01% | +450+10.1% | Added |
| Spears Abacus Advisors LLC | 4,847 | $526.0K | 0.01% | −19,467−80.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,845 | $525.8K | 0.11% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,800 | $520.9K | 0.03% | −300−5.9% | Reduced |
| Balyasny Asset Management LLC | 4,771 | $517.8K | 0.00% | +4,771 | New |
| Umb Bank N A | 4,727 | $513.0K | 0.01% | −1,043−18.1% | Reduced |
| Wetherby Asset Management Inc | 4,726 | $512.9K | 0.02% | −449−8.7% | Reduced |
| Tiaa Trust, National Association | 4,713 | $511.5K | 0.00% | −615−11.5% | Reduced |
| GTS Securities LLC | 4,711 | $511.3K | 0.01% | −982−17.2% | Reduced |
| Highline Wealth Partners LLC | 4,637 | $503.3K | 0.19% | +20.0% | Added |
| Investment Management Corp of Ontario | 4,606 | $499.9K | 0.01% | +1,200+35.2% | Added |
| Buckingham Strategic Wealth, LLC | 4,604 | $499.7K | 0.01% | +44+1.0% | Added |
| Regions Financial Corp | 4,562 | $495.1K | 0.00% | −2,293−33.5% | Reduced |
| William B. Walkup & Associates, Inc. | 4,561 | $495.0K | 0.32% | +4,561 | New |
| Guyasuta Investment Advisors Inc | 4,044 | $492.2K | 0.04% | 00.0% | Unchanged |
| Graypoint LLC | 4,530 | $491.6K | 0.03% | +288+6.8% | Added |
| Wahed Invest LLC | 4,500 | $488.4K | 0.10% | +380+9.2% | Added |
| Brandes Investment Partners, LP | 4,499 | $488.3K | 0.01% | +1,258+38.8% | Added |
| BKD Wealth Advisors, LLC | 4,488 | $487.1K | 0.01% | +4,488 | New |
| Resonant Capital Advisors, LLC | 4,467 | $485.9K | 0.04% | +407+10.0% | Added |
| Clifford Swan Investment Counsel LLC | 4,472 | $485.3K | 0.02% | −52−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,357 | $472.9K | 0.03% | −671−13.3% | Reduced |
| Bessemer Group Inc | 4,315 | $469.0K | 0.00% | +95+2.3% | Added |
| Avantax Advisory Services, Inc. | 4,280 | $464.5K | 0.00% | +867+25.4% | Added |
| Cim Investment Mangement Inc | 4,236 | $459.7K | 0.14% | −25−0.6% | Reduced |
| Curbstone Financial Management Corp | 4,226 | $458.6K | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 4,200 | $455.9K | 0.00% | −264−5.9% | Reduced |
| Integrated Wealth Concepts LLC | 4,189 | $454.6K | 0.01% | −187−4.3% | Reduced |
| Ieq Capital, LLC | 4,173 | $452.9K | 0.01% | −1,145−21.5% | Reduced |
| Bridgefront Capital, LLC | 4,161 | $451.6K | 0.19% | +4,161 | New |
| Vestcor Inc | 4,156 | $451.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 4,144 | $449.7K | 0.04% | −160−3.7% | Reduced |
| Atlas Capital Advisors LLC | 4,126 | $447.8K | 0.06% | +3,960+2,385.5% | Added |
| Schonfeld Strategic Advisors LLC | 4,117 | $446.8K | 0.00% | +4,117 | New |
| Apollon Wealth Management, LLC | 4,043 | $438.8K | 0.01% | +42+1.0% | Added |
| Ferguson Wellman Capital Management, Inc | 4,001 | $434.2K | 0.01% | −50−1.2% | Reduced |
| Nixon Peabody Trust Co | 4,000 | $434.1K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,990 | $433.0K | 0.08% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,963 | $430.1K | 0.04% | −1,100−21.7% | Reduced |
| Connecticut Wealth Management, LLC | 3,963 | $430.1K | 0.02% | −10.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,960 | $429.8K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,919 | $425.4K | 0.03% | −374−8.7% | Reduced |
| David Loasby | 3,970 | $424.4K | 0.04% | +540+15.7% | Added |
| LSV Asset Management | 3,900 | $423.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,870 | $420.0K | 0.01% | +113+3.0% | Added |
| HB Wealth Management, LLC | 3,864 | $419.4K | 0.00% | +107+2.8% | Added |
| Aristotle Capital Management, LLC | 3,833 | $416.0K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,786 | $410.9K | 0.02% | +351+10.2% | Added |
| Ballentine Partners, LLC | 3,782 | $410.5K | 0.01% | −175−4.4% | Reduced |
| Financial Network Wealth Management LLC | 3,755 | $408.0K | 0.16% | +3,755 | New |
| Kingsview Wealth Management, LLC | 3,754 | $407.4K | 0.01% | +529+16.4% | Added |
| Choate Investment Advisors | 3,739 | $405.8K | 0.01% | −6−0.2% | Reduced |
| Wealthfront Advisers LLC | 3,714 | $403.1K | 0.00% | −1,268−25.5% | Reduced |
| Janney Capital Management LLC | 3,711 | $403.0K | 0.03% | 00.0% | Unchanged |
| McMorgan & Co LLC | 3,688 | $400.3K | 0.06% | −740−16.7% | Reduced |
| New World Advisors LLC | 3,653 | $396.5K | 0.11% | +500+15.9% | Added |
| Summit Trail Advisors, LLC | 3,617 | $393.4K | 0.01% | +3,617 | New |
| Silvercrest Asset Management Group LLC | 3,571 | $387.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,572 | $386.0K | 0.00% | +3,062+600.4% | Added |
| Haverford Trust Co | 3,556 | $385.9K | 0.00% | +3,556 | New |
| Fortress Wealth Group, LLC | 3,490 | $383.9K | 0.19% | +422+13.8% | Added |
| Probity Advisors, Inc. | 3,501 | $380.0K | 0.08% | −33−0.9% | Reduced |
| Cobblestone Capital Advisors LLC | 3,490 | $378.8K | 0.02% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 3,410 | $370.0K | 0.05% | −330−8.8% | Reduced |
| Atria Investments LLC | 3,388 | $367.7K | 0.00% | +3,388 | New |
| Evercore Wealth Management, LLC | 3,364 | $365.1K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,311 | $360.1K | 0.01% | −369−10.0% | Reduced |
| Simmons Bank | 3,311 | $359.3K | 0.03% | −338−9.3% | Reduced |