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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 527 | $57.2K | 0.00% | −148−21.9% | Reduced |
| Geneos Wealth Management Inc. | 527 | $57.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 515 | $55.9K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 507 | $55.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $54.3K | 0.02% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 493 | $54.0K | 0.01% | +493 | New |
| American National Bank | 490 | $53.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 491 | $53.0K | 0.01% | −82−14.3% | Reduced |
| Quarry LP | 485 | $52.6K | 0.02% | +485 | New |
| Hilltop National Bank | 484 | $52.5K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 480 | $52.1K | 0.00% | −160−25.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 465 | $50.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 463 | $50.2K | 0.00% | −1,126−70.9% | Reduced |
| Armstrong Advisory Group, Inc | 446 | $48.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 446 | $48.4K | 0.00% | −227−33.7% | Reduced |
| Smithfield Trust Co | 446 | $48.0K | 0.00% | −140−23.9% | Reduced |
| JNBA Financial Advisors | 435 | $47.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 426 | $46.2K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 425 | $46.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 425 | $46.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 412 | $44.7K | 0.01% | +2+0.5% | Added |
| Ridgewood Investments LLC | 400 | $43.4K | 0.02% | +400 | New |
| AM Squared Ltd | 400 | $43.4K | 0.11% | +400 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $43.0K | 0.00% | +400 | New |
| CNB Bank | 396 | $43.0K | 0.02% | −113−22.2% | Reduced |
| Oakworth Capital, Inc. | 378 | $41.0K | 0.00% | +78+26.0% | Added |
| North Star Investment Management Corp. | 375 | $40.7K | 0.00% | −294−43.9% | Reduced |
| Smartleaf Asset Management LLC | 374 | $40.5K | 0.01% | +276+281.6% | Added |
| Rosenberg Matthew Hamilton | 380 | $40.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 367 | $40.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 368 | $39.9K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 352 | $38.2K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 346 | $37.6K | 0.00% | −12−3.4% | Reduced |
| Centennial Bank | 338 | $36.7K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 332 | $36.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 330 | $35.9K | 0.00% | −300−47.6% | Reduced |
| Private Ocean, LLC | 330 | $35.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 324 | $35.2K | 0.01% | +100+44.6% | Added |
| First Horizon Advisors, Inc. | 319 | $34.6K | 0.00% | −320−50.1% | Reduced |
| Piscataqua Savings Bank | 317 | $34.4K | 0.03% | −8−2.5% | Reduced |
| AdvisorNet Financial, Inc | 315 | $34.2K | 0.00% | −10−3.1% | Reduced |
| Cromwell Holdings LLC | 311 | $33.8K | 0.02% | +311 | New |
| Family Firm, Inc. | 307 | $33.3K | 0.01% | +307 | New |
| Tacita Capital Inc | 300 | $32.6K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 295 | $32.0K | 0.00% | −10−3.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 292 | $31.6K | 0.01% | +1+0.3% | Added |
| Naples Money Management LLC | 291 | $30.8K | 0.03% | +1+0.3% | Added |
| Spire Wealth Management | 275 | $29.8K | 0.00% | −722−72.4% | Reduced |
| Ofi Invest Asset Management | 262 | $26.5K | 0.00% | +15+6.1% | Added |
| Deseret Mutual Benefit Administrators | 242 | $26.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 238 | $25.8K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 234 | $25.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 224 | $24.3K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $24.3K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $24.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $23.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 217 | $23.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 217 | $23.5K | 0.01% | +1+0.5% | Added |
| Venturi Wealth Management, LLC | 206 | $22.4K | 0.00% | −3,244−94.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $21.8K | 0.00% | −250−55.6% | Reduced |
| Stephens Consulting, LLC | 200 | $21.7K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 198 | $21.5K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 196 | $21.3K | 0.00% | −2,443−92.6% | Reduced |
| TD Private Client Wealth LLC | 194 | $21.1K | 0.00% | +9+4.9% | Added |
| SRS Capital Advisors, Inc. | 189 | $20.5K | 0.00% | +182+2,600.0% | Added |
| Zions Bancorporation, N.A. | 187 | $20.3K | 0.00% | −26−12.2% | Reduced |
| Winthrop Capital Management, LLC | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 180 | $19.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $19.4K | 0.01% | −19−9.6% | Reduced |
| Planning Capital Management Corp | 179 | $19.4K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 179 | $19.4K | 0.01% | +179 | New |
| 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 |
| Tower View Investment Management & Research LLC | 166 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $18.0K | 0.01% | −1−0.6% | Reduced |
| Tortoise Investment Management, LLC | 165 | $17.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 161 | $17.5K | 0.00% | +10+6.6% | Added |
| Montag A & Associates Inc | 160 | $17.4K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 160 | $17.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 156 | $16.9K | 0.00% | −14−8.2% | Reduced |
| Western Pacific Wealth Management, LP | 155 | $16.8K | 0.01% | −299−65.9% | Reduced |
| Painted Porch Advisors LLC | 151 | $16.4K | 0.01% | +151 | New |
| Winch Advisory Services, LLC | 150 | $16.3K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 147 | $16.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 145 | $15.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $15.5K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 141 | $15.3K | 0.01% | +11+8.5% | Added |
| Addison Advisors LLC | 140 | $15.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 147 | $15.0K | 0.00% | −6−3.9% | Reduced |
| Institutional & Family Asset Management, LLC | 136 | $14.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 135 | $14.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 130 | $14.1K | 0.00% | −4−3.0% | Reduced |
| Bogart Wealth, LLC | 130 | $14.1K | 0.00% | −13−9.1% | Reduced |
| Triad Wealth Partners, LLC | 130 | $14.1K | 0.01% | +130 | New |
| TD Waterhouse Canada Inc. | 132 | $14.0K | 0.00% | −324−71.1% | Reduced |
| 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 |
| Riverview Trust Co | 123 | $13.3K | 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 |