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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 5,544 | $601.7K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,577 | $602.0K | 0.06% | −499−8.2% | Reduced |
| Hancock Whitney Corp | 5,607 | $605.3K | 0.02% | +5+0.1% | Added |
| Goelzer Investment Management, Inc. | 5,645 | $609.4K | 0.03% | −1,041−15.6% | Reduced |
| QRG Capital Management, Inc. | 5,645 | $609.4K | 0.01% | −1,190−17.4% | Reduced |
| V-Square Quantitative Management LLC | 5,660 | $611.0K | 0.09% | −37−0.6% | Reduced |
| NBT Bank N A | 5,661 | $611.1K | 0.04% | −713−11.2% | Reduced |
| Aigen Investment Management, LP | 5,721 | $617.6K | 0.12% | −2,010−26.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 5,801 | $626.0K | 0.14% | −350−5.7% | Reduced |
| Carnegie Lake Advisors LLC | 5,796 | $626.0K | 0.25% | +5,796 | New |
| Culbertson A N & Co Inc | 5,813 | $627.5K | 0.10% | +550+10.5% | Added |
| Farther Finance Advisors, LLC | 5,825 | $628.8K | 0.02% | +587+11.2% | Added |
| Brandes Investment Partners, LP | 5,850 | $631.5K | 0.01% | +1,351+30.0% | Added |
| Everence Capital Management Inc | 5,900 | $637.0K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 5,914 | $638.4K | 0.01% | +5,914 | New |
| Ieq Capital, LLC | 5,949 | $642.2K | 0.01% | +1,776+42.6% | Added |
| Huntington National Bank | 5,986 | $646.2K | 0.00% | −144−2.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,030 | $650.9K | 0.05% | −606−9.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,054 | $653.5K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 6,054 | $653.5K | 0.04% | +1,910+46.1% | Added |
| Rothschild Investment LLC | 6,140 | $662.8K | 0.04% | −1,064−14.8% | Reduced |
| Ossiam | 6,152 | $664.1K | 0.01% | −3,796−38.2% | Reduced |
| Bryn Mawr Trust Co | 6,196 | $668.9K | 0.01% | +442+7.7% | Added |
| Bradley Foster & Sargent Inc | 6,228 | $672.3K | 0.01% | −207−3.2% | Reduced |
| Humankind Investments LLC | 6,309 | $681.1K | 0.25% | +794+14.4% | Added |
| Raymond James Trust N.A. | 6,346 | $685.1K | 0.01% | +19+0.3% | Added |
| Brookstone Capital Management | 6,388 | $689.5K | 0.01% | +322+5.3% | Added |
| Capstone Investment Advisors, LLC | 6,413 | $692.3K | 0.01% | −4,067−38.8% | Reduced |
| Sigma Planning Corp | 6,427 | $693.8K | 0.02% | −39−0.6% | Reduced |
| Financial Advisory Corp | 6,426 | $694.0K | 0.26% | +1,029+19.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,455 | $696.8K | 0.02% | −91−1.4% | Reduced |
| Nicolet Bankshares Inc | 6,495 | $701.1K | 0.17% | −273−4.0% | Reduced |
| Bahl & Gaynor Inc | 6,548 | $706.9K | 0.00% | −2,166−24.9% | Reduced |
| HMS Capital Management, LLC | 6,549 | $706.9K | 0.35% | +702+12.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,578 | $710.0K | 0.01% | −1,965−23.0% | Reduced |
| Nebula Research & Development LLC | 6,670 | $720.0K | 0.09% | +6,670 | New |
| HM Payson & Co | 6,673 | $720.4K | 0.01% | −50−0.7% | Reduced |
| Ar Asset Management Inc | 6,700 | $723.0K | 0.16% | 00.0% | Unchanged |
| Sciencast Management LP | 6,740 | $727.6K | 0.22% | +6,740 | New |
| Vontobel Holding Ltd. | 6,754 | $729.1K | 0.00% | −1,185−14.9% | Reduced |
| Mill Capital Management, LLC | 6,761 | $729.9K | 0.06% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 6,806 | $734.7K | 0.02% | +2,200+47.8% | Added |
| Vident Advisory, LLC | 6,941 | $749.3K | 0.02% | +1,503+27.6% | Added |
| CWM, LLC | 6,966 | $752.0K | 0.00% | +481+7.4% | Added |
| Oppenheimer Asset Management Inc. | 6,970 | $752.4K | 0.01% | +13+0.2% | Added |
| Fiduciary Trust Co | 7,005 | $756.2K | 0.01% | −407−5.5% | Reduced |
| Azzad Asset Management Inc | 7,019 | $757.7K | 0.09% | +144+2.1% | Added |
| Waldron Private Wealth LLC | 7,113 | $767.9K | 0.03% | −239−3.3% | Reduced |
| Northwest Bank & Trust Co | 7,155 | $772.3K | 0.59% | +56+0.8% | Added |
| Empirical Finance, LLC | 7,180 | $775.1K | 0.05% | +156+2.2% | Added |
| Omers Administration Corp | 7,241 | $781.7K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 7,247 | $782.3K | 0.03% | −84−1.1% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 7,403 | $799.2K | 0.01% | +406+5.8% | Added |
| O'Shaughnessy Asset Management, LLC | 7,658 | $802.8K | 0.01% | −7,608−49.8% | Reduced |
| Modera Wealth Management, LLC | 7,496 | $809.2K | 0.01% | +120+1.6% | Added |
| Grace & White Inc | 7,500 | $809.6K | 0.15% | 00.0% | Unchanged |
| First Manhattan Co | 7,597 | $821.9K | 0.00% | +876+13.0% | Added |
| Epoch Investment Partners, Inc. | 7,664 | $827.3K | 0.00% | −3,210−29.5% | Reduced |
| 1st Source Bank | 7,664 | $827.3K | 0.05% | −1,415−15.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,767 | $838.4K | 0.02% | −412−5.0% | Reduced |
| Veriti Management LLC | 7,836 | $845.9K | 0.05% | +943+13.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,862 | $848.7K | 0.00% | −218−2.7% | Reduced |
| Trust Co of Toledo NA | 7,879 | $850.5K | 0.12% | −802−9.2% | Reduced |
| Norinchukin Bank, The | 7,920 | $855.0K | 0.02% | +858+12.1% | Added |
| St. Louis Trust Co | 7,954 | $858.6K | 0.12% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 8,129 | $877.5K | 0.01% | +2,826+53.3% | Added |
| Landscape Capital Management, L.L.C. | 8,188 | $883.9K | 0.09% | +8,188 | New |
| Cary Street Partners Asset Management LLC | 8,207 | $885.9K | 0.12% | +958+13.2% | Added |
| Kestra Advisory Services, LLC | 8,290 | $894.9K | 0.00% | −194−2.3% | Reduced |
| Mangrove Partners | 8,362 | $902.7K | 0.09% | +8,362 | New |
| Meridian Wealth Management, LLC | 8,405 | $907.3K | 0.04% | −14−0.2% | Reduced |
| NEOS Investment Management LLC | 8,406 | $907.4K | 0.03% | +1,624+23.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,518 | $919.6K | 0.00% | +446+5.5% | Added |
| Beacon Pointe Advisors, LLC | 8,531 | $920.9K | 0.01% | +349+4.3% | Added |
| Public Sector Pension Investment Board | 8,620 | $930.5K | 0.01% | +600+7.5% | Added |
| D.A. Davidson & Co. | 8,732 | $942.7K | 0.01% | −2,574−22.8% | Reduced |
| Wealthspire Advisors, LLC | 8,738 | $943.3K | 0.01% | +194+2.3% | Added |
| Sound View Wealth Advisors Group, LLC | 8,752 | $944.8K | 0.08% | +1,177+15.5% | Added |
| Clearstead Advisors, LLC | 8,754 | $945.0K | 0.01% | −510−5.5% | Reduced |
| Keybank National Association | 8,829 | $953.1K | 0.00% | −266−2.9% | Reduced |
| Farmers & Merchants Investments Inc | 8,830 | $953.2K | 0.03% | 00.0% | Unchanged |
| United Bank | 8,837 | $954.0K | 0.44% | −14−0.2% | Reduced |
| E. Ohman J:or Asset Management AB | 8,900 | $960.8K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,003 | $971.9K | 0.02% | −99,048−91.7% | Reduced |
| Roberts Glore & Co Inc | 9,008 | $972.4K | 0.28% | +285+3.3% | Added |
| Norway Savings Bank | 9,057 | $977.7K | 0.53% | −1,462−13.9% | Reduced |
| FIL Ltd | 9,138 | $986.4K | 0.00% | +9,138 | New |
| Arnhold LLC | 9,190 | $992.1K | 0.10% | 00.0% | Unchanged |
| Galibier Capital Management Ltd. | 9,200 | $993.1K | 0.22% | +9,200 | New |
| Mercer Global Advisors Inc | 9,329 | $1.00M | 0.00% | −426−4.4% | Reduced |
| Scientech Research LLC | 9,339 | $1.01M | 0.20% | +9,339 | New |
| Crawford Investment Counsel Inc | 9,340 | $1.01M | 0.02% | +485+5.5% | Added |
| Romano Brothers and Company | 9,364 | $1.01M | 0.13% | 00.0% | Unchanged |
| Dakota Wealth Management | 9,498 | $1.03M | 0.02% | +84+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 9,524 | $1.03M | 0.04% | +807+9.3% | Added |
| Legal Advantage Investments, Inc. | 9,560 | $1.03M | 0.57% | −179−1.8% | Reduced |
| Brown Financial Advisors | 9,566 | $1.03M | 0.43% | +1,361+16.6% | Added |
| First Community Trust NA | 9,682 | $1.05M | 0.85% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,822 | $1.06M | 0.02% | +117+1.2% | Added |
| Nicholas Hoffman & Company, LLC. | 9,844 | $1.06M | 0.04% | +9,844 | New |