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 |
|---|---|---|---|---|---|
| Suvretta Capital Management, LLC | 3,260 | $351.9K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,325 | $358.9K | 0.01% | −461−12.2% | Reduced |
| Evercore Wealth Management, LLC | 3,342 | $360.8K | 0.01% | −22−0.7% | Reduced |
| Money Concepts Capital Corp | 3,342 | $360.8K | 0.03% | +41+1.2% | Added |
| Cobblestone Capital Advisors LLC | 3,343 | $360.9K | 0.02% | −147−4.2% | Reduced |
| Alps Advisors Inc | 3,350 | $361.6K | 0.00% | +3,350 | New |
| Profund Advisors LLC | 3,374 | $364.2K | 0.01% | +247+7.9% | Added |
| Larson Financial Group LLC | 3,407 | $367.8K | 0.02% | +1,302+61.9% | Added |
| Summit Trail Advisors, LLC | 3,438 | $371.9K | 0.01% | −179−4.9% | Reduced |
| Fortress Wealth Group, LLC | 3,591 | $372.0K | 0.18% | +101+2.9% | Added |
| Probity Advisors, Inc. | 3,448 | $372.2K | 0.07% | −53−1.5% | Reduced |
| Regions Financial Corp | 3,493 | $377.1K | 0.00% | −1,069−23.4% | Reduced |
| Silvercrest Asset Management Group LLC | 3,504 | $378.3K | 0.00% | −67−1.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,520 | $380.0K | 0.23% | +3,520 | New |
| Simplify Asset Management Inc. | 3,535 | $381.6K | 0.03% | +1,497+73.5% | Added |
| Eastern Bank | 3,540 | $382.1K | 0.01% | +3,540 | New |
| New World Advisors LLC | 3,553 | $383.5K | 0.10% | −100−2.7% | Reduced |
| Verition Fund Management LLC | 3,559 | $384.2K | 0.00% | −95,314−96.4% | Reduced |
| Unique Wealth Strategies, LLC | 3,577 | $386.1K | 0.17% | +2,414+207.6% | Added |
| Integrated Advisors Network LLC | 3,581 | $386.6K | 0.02% | +3,581 | New |
| Apollon Wealth Management, LLC | 3,584 | $386.9K | 0.01% | −459−11.4% | Reduced |
| Tectonic Advisors LLC | 3,647 | $393.6K | 0.03% | +629+20.8% | Added |
| Pflug Koory, LLC | 3,668 | $396.0K | 0.19% | +3,668 | New |
| Kingsview Wealth Management, LLC | 3,672 | $396.4K | 0.01% | −82−2.2% | Reduced |
| McMorgan & Co LLC | 3,688 | $398.1K | 0.06% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,689 | $398.2K | 0.01% | −50−1.3% | Reduced |
| Bayesian Capital Management, LP | 3,707 | $400.2K | 0.05% | +3,707 | New |
| Sompo Asset Management Co., Ltd. | 3,710 | $400.5K | 0.06% | −250−6.3% | Reduced |
| David Loasby | 3,846 | $400.7K | 0.04% | −124−3.1% | Reduced |
| Financial Network Wealth Management LLC | 3,728 | $402.0K | 0.14% | −27−0.7% | Reduced |
| Skylands Capital, LLC | 3,725 | $402.1K | 0.05% | +3,725 | New |
| Two Sigma Securities, LLC | 3,789 | $409.0K | 0.03% | +1,811+91.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,825 | $412.9K | 0.04% | −138−3.5% | Reduced |
| Aristotle Capital Management, LLC | 3,833 | $413.8K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 3,833 | $413.9K | 0.41% | −5,914−60.7% | Reduced |
| Ballentine Partners, LLC | 3,855 | $416.1K | 0.01% | +73+1.9% | Added |
| LSV Asset Management | 3,900 | $421.0K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,904 | $421.5K | 0.02% | −15−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,953 | $426.7K | 0.02% | −10−0.3% | Reduced |
| Duncker Streett & Co Inc | 3,990 | $430.7K | 0.08% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 4,000 | $431.8K | 0.04% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 4,001 | $431.9K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 4,045 | $436.7K | 0.00% | −1,227−23.3% | Reduced |
| HB Wealth Management, LLC | 4,061 | $438.5K | 0.00% | +197+5.1% | Added |
| Wetherby Asset Management Inc | 4,116 | $444.3K | 0.02% | −610−12.9% | Reduced |
| Guyasuta Investment Advisors Inc | 4,120 | $444.8K | 0.03% | +76+1.9% | Added |
| Empowered Funds, LLC | 4,135 | $446.4K | 0.01% | +265+6.8% | Added |
| Vestcor Inc | 4,156 | $449.0K | 0.01% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,161 | $449.2K | 0.13% | −75−1.8% | Reduced |
| Charter Trust Co | 4,166 | $449.7K | 0.03% | −3,447−45.3% | Reduced |
| Curbstone Financial Management Corp | 4,226 | $456.2K | 0.10% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,275 | $461.5K | 0.00% | +158+3.8% | Added |
| Resonant Capital Advisors, LLC | 4,293 | $464.5K | 0.03% | −174−3.9% | Reduced |
| Independence Bank of Kentucky | 4,354 | $470.0K | 0.10% | −1,289−22.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,384 | $473.3K | 0.03% | −1,115−20.3% | Reduced |
| Boltwood Capital Management | 4,443 | $479.6K | 0.14% | −1,233−21.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,472 | $482.8K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,492 | $484.9K | 0.03% | +135+3.1% | Added |
| First Eagle Investment Management, LLC | 4,526 | $488.6K | 0.00% | −2,060−31.3% | Reduced |
| Simplex Trading, LLC | 4,543 | $490.0K | 0.02% | −12,627−73.5% | Reduced |
| William B. Walkup & Associates, Inc. | 4,561 | $492.4K | 0.30% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4,655 | $502.5K | 0.17% | +18+0.4% | Added |
| Savant Capital, LLC | 4,687 | $505.9K | 0.00% | +4,687 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,800 | $518.2K | 0.08% | −45−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,831 | $521.1K | 0.01% | +2,135+79.2% | Added |
| Graypoint LLC | 4,829 | $521.2K | 0.03% | +299+6.6% | Added |
| APG Asset Management US Inc. | 4,858 | $521.5K | 0.00% | −171,773−97.2% | Reduced |
| Rice Hall James & Associates, LLC | 4,834 | $521.8K | 0.03% | −113−2.3% | Reduced |
| Spears Abacus Advisors LLC | 4,873 | $526.0K | 0.01% | +26+0.5% | Added |
| BLB&B Advisors, LLC | 4,900 | $529.0K | 0.03% | +100+2.1% | Added |
| Fisher Asset Management, LLC | 4,900 | $529.0K | 0.00% | −330−6.3% | Reduced |
| Glenview Trust Co | 4,919 | $531.0K | 0.01% | +15+0.3% | Added |
| Wahed Invest LLC | 4,964 | $535.9K | 0.10% | +464+10.3% | Added |
| Centiva Capital, LP | 4,977 | $537.3K | 0.02% | −7,614−60.5% | Reduced |
| Paladin Wealth, LLC | 4,985 | $538.1K | 0.47% | +4,985 | New |
| Financial Counselors Inc | 4,990 | $538.7K | 0.01% | −381−7.1% | Reduced |
| Avantax Advisory Services, Inc. | 4,999 | $539.7K | 0.00% | +719+16.8% | Added |
| CSS LLC | 5,000 | $539.8K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,060 | $546.2K | 0.01% | +4,060+406.0% | Added |
| Tiaa Trust, National Association | 5,067 | $547.0K | 0.00% | +354+7.5% | Added |
| United Capital Financial Advisers, LLC | 5,115 | $552.2K | 0.00% | −2,233−30.4% | Reduced |
| MQS Management LLC | 5,140 | $554.9K | 0.31% | −3,162−38.1% | Reduced |
| Merit Financial Group, LLC | 5,158 | $556.8K | 0.01% | −957−15.7% | Reduced |
| Burns J W & Co Inc | 5,179 | $559.1K | 0.07% | −275−5.0% | Reduced |
| Park Avenue Securities LLC | 5,249 | $567.0K | 0.01% | +3,219+158.6% | Added |
| Mesirow Financial Investment Management, Inc. | 5,254 | $567.3K | 0.01% | +2,563+95.2% | Added |
| Welch Group, LLC | 5,261 | $567.9K | 0.02% | −54−1.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,301 | $572.2K | 0.20% | −760−12.5% | Reduced |
| Umb Bank N A | 5,336 | $576.0K | 0.01% | +609+12.9% | Added |
| Wolverine Trading, LLC | 5,328 | $576.6K | 0.02% | +5,328 | New |
| Busey Wealth Management | 5,349 | $577.4K | 0.02% | −108−2.0% | Reduced |
| Pettee Investors, Inc. | 5,426 | $585.7K | 0.29% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,429 | $586.0K | 0.00% | −461−7.8% | Reduced |
| Atria Investments LLC | 5,429 | $586.0K | 0.01% | +2,041+60.2% | Added |
| Tokio Marine Asset Management Co Ltd | 5,443 | $587.6K | 0.03% | −517−8.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,470 | $591.8K | 0.04% | +156+2.9% | Added |
| Outfitter Financial LLC | 5,510 | $594.8K | 0.49% | −220−3.8% | Reduced |
| Advisors Asset Management, Inc. | 5,556 | $599.8K | 0.01% | −749−11.9% | Reduced |
| GTS Securities LLC | 5,558 | $600.0K | 0.01% | +847+18.0% | Added |
| Foundry Partners, LLC | 5,559 | $600.1K | 0.03% | +322+6.1% | Added |