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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 2,063 | $222.7K | 0.01% | −227−9.9% | Reduced |
| Horan Capital Advisors, LLC. | 2,075 | $224.0K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,085 | $225.1K | 0.10% | +801+62.4% | Added |
| LaFleur & Godfrey LLC | 2,088 | $225.4K | 0.03% | −300−12.6% | Reduced |
| Simmons Bank | 2,093 | $225.9K | 0.02% | −1,218−36.8% | Reduced |
| Certified Advisory Corp | 2,099 | $226.6K | 0.03% | +4+0.2% | Added |
| Compagnie Lombard Odier SCmA | 2,100 | $226.7K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,101 | $227.0K | 0.04% | −52−2.4% | Reduced |
| Canandaigua National Bank & Trust Co | 2,106 | $227.3K | 0.02% | −645−23.4% | Reduced |
| Meeder Advisory Services, Inc. | 2,120 | $228.9K | 0.01% | −262−11.0% | Reduced |
| Perigon Wealth Management, LLC | 2,126 | $229.6K | 0.01% | +2,126 | New |
| Physicians Financial Services, Inc. | 2,129 | $230.0K | 0.07% | 00.0% | Unchanged |
| PFG Advisors | 2,132 | $230.2K | 0.01% | +23+1.1% | Added |
| Indiana Trust & Investment Management CO | 2,139 | $230.9K | 0.08% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 2,140 | $231.0K | 0.11% | −225−9.5% | Reduced |
| We Are One Seven, LLC | 2,144 | $231.5K | 0.01% | +115+5.7% | Added |
| Gateway Investment Advisers LLC | 2,153 | $232.4K | 0.00% | −79−3.5% | Reduced |
| Bokf, NA | 2,234 | $232.8K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,159 | $233.1K | 0.00% | +2,159 | New |
| Legacy Capital Group California, Inc. | 2,171 | $234.4K | 0.08% | −95−4.2% | Reduced |
| Intrust Bank NA | 2,185 | $235.9K | 0.02% | −564−20.5% | Reduced |
| Am Investment Strategies LLC | 2,198 | $237.0K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,230 | $241.2K | 0.01% | +1,900+575.8% | Added |
| Forum Financial Management, LP | 2,236 | $241.4K | 0.00% | −26−1.1% | Reduced |
| Boit C F David | 2,300 | $243.1K | 0.12% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,310 | $244.1K | 0.03% | +2,310 | New |
| Schechter Investment Advisors, LLC | 2,263 | $244.3K | 0.02% | −83−3.5% | Reduced |
| Siemens Fonds Invest GmbH | 2,267 | $244.7K | 0.02% | −167−6.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,306 | $248.9K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,310 | $249.4K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,317 | $250.1K | 0.01% | −164−6.6% | Reduced |
| King Luther Capital Management Corp | 2,323 | $250.8K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 2,333 | $251.8K | 0.08% | +2,333 | New |
| Essex Financial Services, Inc. | 2,437 | $254.1K | 0.02% | −279−10.3% | Reduced |
| Allegheny Financial Group LTD | 2,366 | $255.4K | 0.06% | +10.0% | Added |
| Intech Investment Management LLC | 2,379 | $256.8K | 0.00% | +417+21.3% | Added |
| Citizens Financial Group Inc | 2,383 | $257.3K | 0.01% | −259−9.8% | Reduced |
| Stokes Family Office, LLC | 2,398 | $258.9K | 0.03% | +4+0.2% | Added |
| National Asset Management, Inc. | 2,404 | $259.5K | 0.01% | +358+17.5% | Added |
| First National Bank & Trust Co of Newtown | 2,417 | $260.9K | 0.05% | −234−8.8% | Reduced |
| Trust Asset Management LLC | 2,417 | $260.9K | 0.02% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,435 | $262.9K | 0.07% | −10−0.4% | Reduced |
| Sym Financial Corp | 2,470 | $266.6K | 0.04% | +29+1.2% | Added |
| Shell Asset Management Co | 2,485 | $268.0K | 0.01% | +2,485 | New |
| Trust Co of Vermont | 2,487 | $268.5K | 0.01% | +566+29.5% | Added |
| Petrus Trust Company, LTA | 2,493 | $269.1K | 0.03% | +2,493 | New |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $269.9K | 0.08% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,500 | $269.9K | 0.13% | +5+0.2% | Added |
| Colonial Trust Co | 2,514 | $271.4K | 0.04% | +3+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 2,521 | $272.1K | 0.02% | −86−3.3% | Reduced |
| Chiron Capital Management, LLC | 2,540 | $274.2K | 0.24% | +100+4.1% | Added |
| Moneta Group Investment Advisors LLC | 2,547 | $275.0K | 0.00% | +289+12.8% | Added |
| Field & Main Bank | 2,560 | $276.4K | 0.10% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,575 | $278.0K | 0.00% | −94−3.5% | Reduced |
| Pinnacle Associates Ltd | 2,298 | $279.7K | 0.00% | +252+12.3% | Added |
| Journey Advisory Group, LLC | 2,596 | $281.7K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,614 | $282.1K | 0.04% | +478+22.4% | Added |
| Lee Danner & Bass Inc | 2,631 | $284.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,635 | $285.1K | 0.01% | −676−20.4% | Reduced |
| Community Bank, N.A. | 2,680 | $289.3K | 0.04% | −160−5.6% | Reduced |
| Estabrook Capital Management | 2,680 | $289.3K | 0.04% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,700 | $291.5K | 0.02% | −11,395−80.8% | Reduced |
| ELCO Management Co., LLC | 2,701 | $291.6K | 0.16% | −159−5.6% | Reduced |
| MAI Capital Management | 2,703 | $291.8K | 0.00% | −1,497−35.6% | Reduced |
| Aberdeen Wealth Management LLC | 2,704 | $291.9K | 0.19% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 2,702 | $292.3K | 0.07% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,713 | $292.9K | 0.01% | −267−9.0% | Reduced |
| GWM Advisors LLC | 2,730 | $294.7K | 0.00% | −239−8.0% | Reduced |
| Whittier Trust Co | 2,730 | $294.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,755 | $297.4K | 0.07% | −7,346−72.7% | Reduced |
| IFP Advisors, Inc | 2,759 | $297.9K | 0.01% | −216−7.3% | Reduced |
| Horizon Investments, LLC | 2,764 | $298.4K | 0.01% | −137−4.7% | Reduced |
| Coldstream Capital Management Inc | 2,783 | $301.0K | 0.01% | −19−0.7% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,790 | $301.2K | 0.18% | −2,567−47.9% | Reduced |
| Pensionmark Financial Group, LLC | 2,799 | $302.2K | 0.01% | +56+2.0% | Added |
| Philip James Wealth Mangement, LLC | 2,822 | $304.7K | 0.04% | +2,822 | New |
| Radnor Capital Management, LLC | 2,841 | $307.0K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,854 | $309.0K | 0.00% | −1,461−33.9% | Reduced |
| Moran Wealth Management, LLC | 2,867 | $309.5K | 0.01% | −55,938−95.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,890 | $312.0K | 0.08% | +46+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 2,903 | $313.4K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,957 | $319.8K | 0.04% | +601+25.5% | Added |
| Central Trust Co | 2,978 | $321.5K | 0.01% | +73+2.5% | Added |
| Dark Forest Capital Management LP | 2,980 | $321.7K | 0.04% | +2,980 | New |
| North Star Asset Management Inc | 2,983 | $322.0K | 0.01% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $322.6K | 0.03% | – | – |
| Westwood Holdings Group Inc. | 2,993 | $323.1K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,025 | $326.5K | 0.10% | −123−3.9% | Reduced |
| Financial Advocates Investment Management | 3,053 | $329.5K | 0.02% | +103+3.5% | Added |
| Bartlett & Co. Wealth Management LLC | 3,052 | $330.2K | 0.00% | 00.0% | Unchanged |
| Adviser Investments LLC | 3,085 | $333.0K | 0.00% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,110 | $335.7K | 0.13% | −175−5.3% | Reduced |
| Chicago Partners Investment Group LLC | 3,220 | $337.2K | 0.01% | +277+9.4% | Added |
| TownSquare Capital, LLC | 3,160 | $341.1K | 0.00% | +3,160 | New |
| Park Edge Advisors, LLC | 3,171 | $342.3K | 0.10% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,201 | $345.5K | 0.03% | −34−1.1% | Reduced |
| River Wealth Advisors LLC | 3,211 | $346.6K | 0.05% | −199−5.8% | Reduced |
| Lakewood Asset Management LLC | 3,217 | $347.2K | 0.24% | +10.0% | Added |
| Wealthfront Advisers LLC | 3,222 | $347.8K | 0.00% | −492−13.2% | Reduced |
| Diligent Investors, LLC | 3,254 | $351.3K | 0.08% | 00.0% | Unchanged |