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; 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quarry LP | 110 | $11.9K | 0.00% | −375−77.3% | Reduced |
| Concord Wealth Partners | 110 | $11.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 111 | $12.0K | 0.00% | +96+640.0% | Added |
| Coppell Advisory Solutions LLC | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $12.2K | 0.00% | −13−10.3% | Reduced |
| Mendota Financial Group, LLC | 115 | $12.4K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 116 | $12.5K | 0.01% | −35−23.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 119 | $12.8K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 119 | $12.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $13.0K | 0.00% | −10−7.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 123 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 124 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 116 | $13.0K | 0.00% | +8+7.4% | Added |
| Bank of New Hampshire | 125 | $13.5K | 0.00% | −55−30.6% | Reduced |
| Prestige Wealth Management Group LLC | 127 | $13.7K | 0.00% | −3−2.3% | Reduced |
| Private Wealth Management Group, LLC | 128 | $13.8K | 0.01% | +46+56.1% | Added |
| Castleview Partners, LLC | 128 | $13.8K | 0.01% | +2+1.6% | Added |
| Valley National Advisers Inc | 131 | $14.0K | 0.00% | −16−10.9% | Reduced |
| MV Capital Management, Inc. | 134 | $14.5K | 0.00% | −22−14.1% | Reduced |
| Laurel Wealth Advisors LLC | 136 | $14.7K | 0.00% | +126+1,260.0% | Added |
| McClarren Financial Advisors, Inc. | 140 | $15.0K | 0.02% | +32+29.6% | Added |
| Addison Advisors LLC | 140 | $15.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $15.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 145 | $15.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 146 | $15.8K | 0.00% | −15−9.3% | Reduced |
| Operose Advisors LLC | 147 | $15.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 149 | $16.1K | 0.00% | −38−20.3% | Reduced |
| Winch Advisory Services, LLC | 150 | $16.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 152 | $16.4K | 0.00% | +82+117.1% | Added |
| Crewe Advisors LLC | 154 | $16.6K | 0.00% | −80−34.2% | Reduced |
| Old Second National Bank of Aurora | 160 | $17.3K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 160 | $17.3K | 0.01% | −19−10.6% | Reduced |
| Versant Capital Management, Inc | 164 | $17.7K | 0.00% | +140+583.3% | Added |
| Tortoise Investment Management, LLC | 165 | $17.8K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 166 | $17.9K | 0.00% | −3,960−96.0% | Reduced |
| Tower View Investment Management & Research LLC | 166 | $17.9K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $18.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 170 | $18.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 173 | $18.7K | 0.00% | −21−10.8% | Reduced |
| Winthrop Capital Management, LLC | 180 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 178 | $19.0K | 0.01% | +178 | New |
| Venturi Wealth Management, LLC | 177 | $19.1K | 0.00% | −29−14.1% | Reduced |
| Capital Performance Advisors LLP | 177 | $19.2K | 0.01% | +177 | New |
| Cromwell Holdings LLC | 179 | $19.4K | 0.01% | −132−42.4% | Reduced |
| Abound Wealth Management | 180 | $19.4K | 0.01% | +1+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 184 | $19.9K | 0.00% | −16−8.0% | Reduced |
| Stephenson National Bank & Trust | 186 | $20.1K | 0.01% | +45+31.9% | Added |
| EnRich Financial Partners LLC | 191 | $20.6K | 0.01% | +191 | New |
| SRS Capital Advisors, Inc. | 194 | $20.9K | 0.00% | +5+2.6% | Added |
| Flputnam Investment Management Co | 750 | $21.2K | 0.00% | +554+282.7% | Added |
| Stephens Consulting, LLC | 200 | $21.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 201 | $21.7K | 0.00% | +66+48.9% | Added |
| Catalyst Capital Advisors LLC | 208 | $22.5K | 0.00% | +208 | New |
| Washington Trust Co | 210 | $22.7K | 0.00% | −236−52.9% | Reduced |
| FNY Investment Advisers, LLC | 220 | $23.0K | 0.01% | +220 | New |
| Old Point Trust & Financial Services N A | 217 | $23.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 217 | $23.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $23.6K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $24.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 224 | $24.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 226 | $24.4K | 0.01% | +219+3,128.6% | Added |
| Dunhill Financial, LLC | 238 | $25.7K | 0.01% | +218+1,090.0% | Added |
| Deseret Mutual Benefit Administrators | 242 | $26.1K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 245 | $26.4K | 0.00% | +245 | New |
| Creative Capital Management Investments LLC | 253 | $27.3K | 0.01% | +55+27.8% | Added |
| North Star Investment Management Corp. | 260 | $28.1K | 0.00% | −115−30.7% | Reduced |
| Ashton Thomas Securities, LLC | 262 | $28.3K | 0.01% | +262 | New |
| Pinnacle Bancorp, Inc. | 263 | $28.4K | 0.01% | +25+10.5% | Added |
| Jaffetilchin Investment Partners, LLC | 264 | $28.5K | 0.00% | +264 | New |
| TD Waterhouse Canada Inc. | 272 | $29.1K | 0.00% | +140+106.1% | Added |
| Bangor Savings Bank | 289 | $31.2K | 0.00% | +289 | New |
| Jamison Private Wealth Management, Inc. | 292 | $31.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 295 | $31.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 296 | $32.0K | 0.01% | −100−25.3% | Reduced |
| Piscataqua Savings Bank | 297 | $32.1K | 0.03% | −20−6.3% | Reduced |
| Centennial Bank | 300 | $32.4K | 0.01% | −38−11.2% | Reduced |
| Tacita Capital Inc | 300 | $32.4K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 321 | $34.7K | 0.01% | +321 | New |
| FinTrust Capital Advisors, LLC | 324 | $35.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 328 | $35.0K | 0.01% | −4−1.2% | Reduced |
| CoreCap Advisors, LLC | 328 | $35.4K | 0.00% | −18−5.2% | Reduced |
| Mather Group, LLC. | 329 | $35.5K | 0.00% | −316−49.0% | Reduced |
| Spire Wealth Management | 349 | $37.7K | 0.00% | +74+26.9% | Added |
| Broadwater Capital Management LLC | 352 | $38.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 356 | $38.4K | 0.01% | −380−51.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $40.0K | 0.01% | −116−23.6% | Reduced |
| Oakworth Capital, Inc. | 378 | $40.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 380 | $41.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $41.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 389 | $42.0K | 0.00% | +70+21.9% | Added |
| Continuum Advisory, LLC | 390 | $42.5K | 0.01% | −22−5.3% | Reduced |
| Ridgewood Investments LLC | 400 | $43.2K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 406 | $43.9K | 0.00% | −40−9.0% | Reduced |
| Quent Capital, LLC | 410 | $44.3K | 0.00% | −221−35.0% | Reduced |
| Webster Bank, N. A. | 425 | $45.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 425 | $46.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 426 | $46.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 435 | $47.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 435 | $47.0K | 0.00% | +120+38.1% | Added |