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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 437 | $47.2K | 0.00% | −26−5.6% | Reduced |
| Smithfield Trust Co | 446 | $48.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 467 | $50.4K | 0.02% | −40−7.9% | Reduced |
| Delta Asset Management LLC | 480 | $51.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 484 | $52.2K | 0.02% | 00.0% | Unchanged |
| American National Bank | 490 | $52.9K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 493 | $53.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $54.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 510 | $55.0K | 0.00% | −3,062−85.7% | Reduced |
| Headlands Technologies LLC | 548 | $59.2K | 0.01% | −14,583−96.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 550 | $59.4K | 0.00% | −16−2.8% | Reduced |
| Optimum Investment Advisors | 550 | $59.4K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 576 | $62.2K | 0.00% | +576 | New |
| Kimelman & Baird, LLC | 600 | $64.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 602 | $64.9K | 0.00% | +75+14.2% | Added |
| DT Investment Partners, LLC | 610 | $65.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 614 | $66.3K | 0.00% | −301−32.9% | Reduced |
| S.A. Mason LLC | 620 | $66.9K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 630 | $68.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 642 | $69.3K | 0.00% | +115+21.8% | Added |
| Salem Investment Counselors Inc | 643 | $69.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 659 | $70.0K | 0.03% | −90−12.0% | Reduced |
| State of Wyoming | 663 | $71.6K | 0.01% | +60+10.0% | Added |
| CoreFirst Bank & Trust | 665 | $71.8K | 0.04% | +665 | New |
| Boyd Watterson Asset Management LLC | 675 | $72.9K | 0.02% | −75−10.0% | Reduced |
| Alta Advisers Ltd | 700 | $75.6K | 0.03% | 00.0% | Unchanged |
| AM Squared Ltd | 700 | $75.6K | 0.17% | +300+75.0% | Added |
| TFC Financial Management | 707 | $76.4K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 720 | $77.7K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 748 | $80.7K | 0.01% | +748 | New |
| Smartleaf Asset Management LLC | 763 | $82.6K | 0.01% | +389+104.0% | Added |
| Creative Financial Designs Inc | 771 | $83.3K | 0.01% | +147+23.6% | Added |
| Manchester Capital Management LLC | 788 | $85.1K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 800 | $86.4K | 0.02% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 831 | $89.7K | 0.01% | +831 | New |
| TCTC Holdings, LLC | 844 | $91.1K | 0.00% | −90−9.6% | Reduced |
| M&R Capital Management Inc | 852 | $92.0K | 0.02% | +105+14.1% | Added |
| CKW Financial Group | 855 | $92.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 854 | $92.2K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 859 | $92.7K | 0.00% | +859 | New |
| Bruce G. Allen Investments, LLC | 864 | $93.3K | 0.07% | +751+664.6% | Added |
| EverSource Wealth Advisors, LLC | 871 | $94.1K | 0.01% | −24−2.7% | Reduced |
| Archer Investment Corp | 923 | $99.6K | 0.03% | +250+37.1% | Added |
| AlphaMark Advisors, LLC | 945 | $102.0K | 0.04% | −45−4.5% | Reduced |
| Federated Hermes, Inc. | 965 | $104.2K | 0.00% | −145,990−99.3% | Reduced |
| Private Trust Co NA | 972 | $104.9K | 0.01% | +1+0.1% | Added |
| NBC Securities, Inc. | 980 | $105.0K | 0.01% | +980 | New |
| Harbor Investment Advisory, LLC | 978 | $105.6K | 0.01% | −52−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 1,001 | $108.1K | 0.00% | −70−6.5% | Reduced |
| Sentry Investment Management LLC | 1,020 | $110.0K | 0.05% | +469+85.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $113.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,065 | $114.9K | 0.05% | +18+1.7% | Added |
| Leonteq Securities AG | 1,079 | $116.5K | 0.01% | −756−41.2% | Reduced |
| Covestor Ltd | 1,088 | $117.0K | 0.07% | +290+36.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $117.1K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,094 | $119.1K | 0.01% | +579+112.4% | Added |
| Allworth Financial LP | 1,109 | $119.7K | 0.00% | +29+2.7% | Added |
| Sandy Spring Bank | 1,118 | $120.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,206 | $130.3K | 0.00% | +337+38.8% | Added |
| Peoples Bank | 1,230 | $132.8K | 0.09% | +700+132.1% | Added |
| GAMMA Investing LLC | 1,371 | $148.0K | 0.01% | +385+39.0% | Added |
| Neo Ivy Capital Management | 1,384 | $150.0K | 0.05% | +1,384 | New |
| Horizon Bancorp Inc | 1,458 | $157.0K | 0.07% | −19−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,603 | $173.0K | 0.00% | +1,552+3,043.1% | Added |
| Tanglewood Legacy Advisors, LLC | 1,631 | $176.1K | 0.08% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,724 | $186.1K | 0.00% | −394−18.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,719 | $186.5K | 0.00% | +1,071+165.3% | Added |
| Ramirez Asset Management, Inc. | 1,741 | $187.9K | 0.04% | −100−5.4% | Reduced |
| Plato Investment Management Ltd | 1,751 | $188.8K | 0.02% | +9+0.5% | Added |
| Evermay Wealth Management LLC | 1,758 | $190.2K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,772 | $191.3K | 0.07% | −150−7.8% | Reduced |
| Global Retirement Partners, LLC | 1,782 | $192.4K | 0.01% | −498−21.8% | Reduced |
| Brown Brothers Harriman & Co | 1,806 | $195.0K | 0.00% | +195+12.1% | Added |
| Signaturefd, LLC | 1,858 | $200.6K | 0.00% | −325−14.9% | Reduced |
| CAPROCK Group, Inc. | 1,861 | $201.4K | 0.01% | −3,976−68.1% | Reduced |
| RMR Wealth Builders | 1,871 | $202.0K | 0.02% | +1,871 | New |
| Chatham Capital Group, Inc. | 1,873 | $202.2K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,876 | $202.5K | 0.00% | +1,876 | New |
| Williams Jones Wealth Management, LLC. | 1,895 | $204.6K | 0.00% | −302−13.7% | Reduced |
| Sepio Capital, LP | 1,897 | $204.8K | 0.02% | −7−0.4% | Reduced |
| Round Rock Advisors, LLC | 1,900 | $205.1K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,920 | $207.3K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,929 | $208.2K | 0.00% | −2,260−54.0% | Reduced |
| EP Wealth Advisors, LLC | 1,944 | $209.8K | 0.00% | −414−17.6% | Reduced |
| Venture Visionary Partners LLC | 1,944 | $209.9K | 0.01% | −418−17.7% | Reduced |
| Bleakley Financial Group, LLC | 1,958 | $211.3K | 0.01% | −99−4.8% | Reduced |
| Hunter Associates Investment Management LLC | 1,971 | $212.0K | 0.03% | 00.0% | Unchanged |
| First National Bank | 1,970 | $212.7K | 0.15% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,989 | $215.0K | 0.11% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,995 | $215.4K | 0.00% | −28,982−93.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,000 | $215.9K | 0.07% | −288−12.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $215.9K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,007 | $216.7K | 0.02% | −102−4.8% | Reduced |
| SageView Advisory Group, LLC | 2,010 | $216.9K | 0.01% | −428−17.6% | Reduced |
| Chartwell Investment Partners, LLC | 2,008 | $217.0K | 0.01% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,022 | $218.3K | 0.01% | +105+5.5% | Added |
| Fort, L.P. | 2,023 | $218.4K | 0.55% | +22+1.1% | Added |
| Hara Capital LLC | 2,040 | $220.2K | 0.14% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,058 | $222.2K | 0.01% | +2,058 | New |
| Oarsman Capital, Inc. | 2,061 | $222.5K | 0.04% | +2,061 | New |