Zimmer Biomet Holdings, Inc.

ZBH

Exchange: NYSE
Industry: Orthopedic, Prosthetic & Surgical Appliances & Supplies
SEC CIK: 0001136869

SEC filings (opens in a new tab)

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, Q3 2024

Institutional positions in Zimmer Biomet Holdings, Inc. as of Sep 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: 989; −10 vs. Q2 2024
Shares held: 181.5M; +12.0M (+7.1%) vs. Q2 2024
Total value: $19.6B; +$1.17B (+6.4%) vs. Q2 2024
New holders: 87; 297 more added
Sold out: 97; 404 more reduced

13 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 989 institutions

Value heldQ3 2024: $19.6B

Institutions holding ZBH and their total value by quarter
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, Q3 2024

Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q2 2024.

Institutions holding ZBH in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Financial Management Professionals, Inc.	4	$0	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	0	$3	0.00%	0	Unchanged
Reston Wealth Management LLC	0	$10	0.00%	0	New
West Branch Capital LLC	0	$37	0.00%	0	New
Riggs Asset Managment Co. Inc.	1	$108	0.00%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	2	$215	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	2	$216	0.00%	−1−33.3%	Reduced
Cornerstone Planning Group LLC	3	$312	0.00%	+3	New
Caldwell Trust Co	3	$324	0.00%	+3	New
MCF Advisors LLC	3	$325	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	4	$432	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	4	$432	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	5	$540	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	5	$541	0.00%	−15−75.0%	Reduced
Carolinas Wealth Consulting LLC	5	$541	0.00%	00.0%	Unchanged
Pacific Capital Wealth Advisors, Inc	8	$864	0.00%	+8	New
Riverview Trust Co	9	$972	0.00%	−114−92.7%	Reduced
Penserra Capital Management LLC	18	$1.00K	0.00%	00.0%	Unchanged
TSFG, LLC	10	$1.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	10	$1.08K	0.00%	00.0%	Unchanged
Hexagon Capital Partners LLC	10	$1.08K	0.00%	+5+100.0%	Added
Peterson Financial Group, Inc.	10	$1.11K	0.00%	+10	New
West Paces Advisors Inc.	12	$1.29K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	15	$1.62K	0.00%	+15	New
Caldwell Sutter Capital, Inc.	18	$1.94K	0.00%	00.0%	Unchanged
Kayne Anderson Rudnick Investment Management LLC	18	$1.94K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	18	$1.94K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	18	$1.94K	0.00%	+1+5.9%	Added
Barrett & Company, Inc.	20	$2.16K	0.00%	00.0%	Unchanged
Northwest Financial Advisors	20	$2.16K	0.00%	+20	New
PFS Partners, LLC	21	$2.25K	0.00%	00.0%	Unchanged
Claris Advisors, LLC	21	$2.27K	0.00%	+21	New
Financial Network Wealth Advisors LLC	23	$2.48K	0.00%	−4−14.8%	Reduced
Sugarloaf Wealth Management, LLC	23	$2.48K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	20	$2.64K	0.00%	00.0%	Unchanged
Slocum, Gordon & Co LLP	25	$2.70K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	25	$2.70K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	25	$2.70K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	25	$2.71K	0.00%	00.0%	Unchanged
Fortitude Family Office, LLC	26	$2.81K	0.00%	00.0%	Unchanged
Glass Jacobson Investment Advisors llc	27	$2.92K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	24	$3.00K	0.00%	+24	New
Hoese & Co LLP	30	$3.24K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	30	$3.24K	0.00%	−80−72.7%	Reduced
South State Corp.	30	$3.24K	0.00%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	30	$3.24K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	30	$3.24K	0.00%	+30	New
Thompson Investment Management, Inc.	35	$3.80K	0.00%	00.0%	Unchanged
First Financial Corp	37	$3.99K	0.00%	−18−32.7%	Reduced
Security National Bank	39	$4.21K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	40	$4.32K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	40	$4.32K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	40	$4.32K	0.00%	00.0%	Unchanged
IAG Wealth Partners, LLC	40	$4.32K	0.00%	00.0%	Unchanged
Clear Point Advisors Inc.	40	$4.32K	0.00%	00.0%	Unchanged
Main Street Group, LTD	40	$4.32K	0.00%	00.0%	Unchanged
ORG Partners LLC	40	$4.32K	0.00%	00.0%	Unchanged
Grove Bank & Trust	41	$4.43K	0.00%	+41	New
Sachetta, LLC	41	$4.44K	0.00%	00.0%	Unchanged
Bullock Wealth Management Group	42	$4.55K	0.00%	00.0%	Unchanged
Cassady Schiller Wealth Management, LLC	43	$4.64K	0.00%	00.0%	Unchanged
FSA Wealth Management LLC	45	$4.86K	0.00%	+45	New
Northwest Investment Counselors, LLC	46	$4.97K	0.00%	+46	New
Capital Analysts, LLC	43	$5.00K	0.00%	00.0%	Unchanged
Raleigh Capital Management Inc.	48	$5.19K	0.00%	−60−55.6%	Reduced
Y.D. More Investments Ltd	50	$5.40K	0.00%	00.0%	Unchanged
Fortis Group Advisors, LLC	50	$5.40K	0.00%	00.0%	Unchanged
Hollencrest Capital Management	51	$5.50K	0.00%	+1+2.0%	Added
McMahon Financial Advisors, LLC	58	$6.26K	0.00%	+58	New
Princeton Global Asset Management LLC	60	$6.48K	0.00%	−22−26.8%	Reduced
BOK Financial Private Wealth, Inc.	60	$6.49K	0.00%	+60	New
Annis Gardner Whiting Capital Advisors, LLC	64	$6.95K	0.00%	+13+25.5%	Added
PrairieView Partners, LLC	68	$7.00K	0.00%	00.0%	Unchanged
Kennebec Savings Bank	70	$7.56K	0.01%	+70	New
Jackson, Grant Investment Advisers, Inc.	74	$7.94K	0.00%	−294−79.9%	Reduced
Frazier Financial Advisors, LLC	74	$7.99K	0.01%	−7−8.6%	Reduced
Capital Advisors, Ltd. LLC	75	$8.00K	0.00%	−3−3.8%	Reduced
Montag A & Associates Inc	80	$8.66K	0.00%	−80−50.0%	Reduced
McIlrath & Eck, LLC	82	$8.84K	0.00%	00.0%	Unchanged
Guardian Wealth Management, Inc.	82	$8.85K	0.01%	00.0%	Unchanged
CVA Family Office, LLC	85	$9.18K	0.00%	−85−50.0%	Reduced
Aster Capital Management (DIFC) Ltd	85	$9.18K	0.00%	+85	New
Global X Japan Co., Ltd.	95	$10.3K	0.00%	−14−12.8%	Reduced
Kessler Investment Group, LLC	96	$10.4K	0.01%	00.0%	Unchanged
Tidemark, LLC	96	$10.4K	0.00%	00.0%	Unchanged
1620 Investment Advisors, Inc.	98	$10.6K	0.01%	00.0%	Unchanged
Naples Money Management LLC	100	$10.8K	0.01%	−191−65.6%	Reduced
WR Wealth Planners, LLC	100	$10.8K	0.00%	−6−5.7%	Reduced
First Personal Financial Services	100	$10.8K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	100	$10.8K	0.00%	00.0%	Unchanged
NVWM, LLC	100	$10.8K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	100	$10.8K	0.01%	00.0%	Unchanged
Union Savings Bank	100	$10.8K	0.01%	00.0%	Unchanged
Planned Solutions, Inc.	100	$10.8K	0.00%	+100	New
Pittenger & Anderson Inc	102	$11.0K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	102	$11.1K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	103	$11.2K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	104	$11.2K	0.01%	00.0%	Unchanged
Financial Perspectives, Inc	105	$11.3K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	109	$11.8K	0.00%	+58+113.7%	Added