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 |
|---|---|---|---|---|---|
| FIL Ltd | 9,138 | $986.4K | 0.00% | +9,138 | New |
| Norway Savings Bank | 9,057 | $977.7K | 0.53% | −1,462−13.9% | Reduced |
| Roberts Glore & Co Inc | 9,008 | $972.4K | 0.28% | +285+3.3% | Added |
| Engineers Gate Manager LP | 9,003 | $971.9K | 0.02% | −99,048−91.7% | Reduced |
| E. Ohman J:or Asset Management AB | 8,900 | $960.8K | 0.02% | 00.0% | Unchanged |
| United Bank | 8,837 | $954.0K | 0.44% | −14−0.2% | Reduced |
| Farmers & Merchants Investments Inc | 8,830 | $953.2K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 8,829 | $953.1K | 0.00% | −266−2.9% | Reduced |
| Clearstead Advisors, LLC | 8,754 | $945.0K | 0.01% | −510−5.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,752 | $944.8K | 0.08% | +1,177+15.5% | Added |
| Wealthspire Advisors, LLC | 8,738 | $943.3K | 0.01% | +194+2.3% | Added |
| D.A. Davidson & Co. | 8,732 | $942.7K | 0.01% | −2,574−22.8% | Reduced |
| Public Sector Pension Investment Board | 8,620 | $930.5K | 0.01% | +600+7.5% | Added |
| Beacon Pointe Advisors, LLC | 8,531 | $920.9K | 0.01% | +349+4.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,518 | $919.6K | 0.00% | +446+5.5% | Added |
| NEOS Investment Management LLC | 8,406 | $907.4K | 0.03% | +1,624+23.9% | Added |
| Meridian Wealth Management, LLC | 8,405 | $907.3K | 0.04% | −14−0.2% | Reduced |
| Mangrove Partners | 8,362 | $902.7K | 0.09% | +8,362 | New |
| Kestra Advisory Services, LLC | 8,290 | $894.9K | 0.00% | −194−2.3% | Reduced |
| Cary Street Partners Asset Management LLC | 8,207 | $885.9K | 0.12% | +958+13.2% | Added |
| Landscape Capital Management, L.L.C. | 8,188 | $883.9K | 0.09% | +8,188 | New |
| Congress Wealth Management LLC | 8,129 | $877.5K | 0.01% | +2,826+53.3% | Added |
| St. Louis Trust Co | 7,954 | $858.6K | 0.12% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,920 | $855.0K | 0.02% | +858+12.1% | Added |
| Trust Co of Toledo NA | 7,879 | $850.5K | 0.12% | −802−9.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,862 | $848.7K | 0.00% | −218−2.7% | Reduced |
| Veriti Management LLC | 7,836 | $845.9K | 0.05% | +943+13.7% | Added |
| Tower Research Capital LLC (TRC) | 7,767 | $838.4K | 0.02% | −412−5.0% | Reduced |
| 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 |
| First Manhattan Co | 7,597 | $821.9K | 0.00% | +876+13.0% | Added |
| Grace & White Inc | 7,500 | $809.6K | 0.15% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 7,496 | $809.2K | 0.01% | +120+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 7,658 | $802.8K | 0.01% | −7,608−49.8% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 7,403 | $799.2K | 0.01% | +406+5.8% | Added |
| Daymark Wealth Partners, LLC | 7,247 | $782.3K | 0.03% | −84−1.1% | Reduced |
| Omers Administration Corp | 7,241 | $781.7K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,180 | $775.1K | 0.05% | +156+2.2% | Added |
| Northwest Bank & Trust Co | 7,155 | $772.3K | 0.59% | +56+0.8% | Added |
| Waldron Private Wealth LLC | 7,113 | $767.9K | 0.03% | −239−3.3% | Reduced |
| Azzad Asset Management Inc | 7,019 | $757.7K | 0.09% | +144+2.1% | Added |
| Fiduciary Trust Co | 7,005 | $756.2K | 0.01% | −407−5.5% | Reduced |
| Oppenheimer Asset Management Inc. | 6,970 | $752.4K | 0.01% | +13+0.2% | Added |
| CWM, LLC | 6,966 | $752.0K | 0.00% | +481+7.4% | Added |
| Vident Advisory, LLC | 6,941 | $749.3K | 0.02% | +1,503+27.6% | Added |
| Investment Management Corp of Ontario | 6,806 | $734.7K | 0.02% | +2,200+47.8% | Added |
| Mill Capital Management, LLC | 6,761 | $729.9K | 0.06% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,754 | $729.1K | 0.00% | −1,185−14.9% | Reduced |
| Sciencast Management LP | 6,740 | $727.6K | 0.22% | +6,740 | New |
| Ar Asset Management Inc | 6,700 | $723.0K | 0.16% | 00.0% | Unchanged |
| HM Payson & Co | 6,673 | $720.4K | 0.01% | −50−0.7% | Reduced |
| Nebula Research & Development LLC | 6,670 | $720.0K | 0.09% | +6,670 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 6,578 | $710.0K | 0.01% | −1,965−23.0% | Reduced |
| HMS Capital Management, LLC | 6,549 | $706.9K | 0.35% | +702+12.0% | Added |
| Bahl & Gaynor Inc | 6,548 | $706.9K | 0.00% | −2,166−24.9% | Reduced |
| Nicolet Bankshares Inc | 6,495 | $701.1K | 0.17% | −273−4.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,455 | $696.8K | 0.02% | −91−1.4% | Reduced |
| Financial Advisory Corp | 6,426 | $694.0K | 0.26% | +1,029+19.1% | Added |
| Sigma Planning Corp | 6,427 | $693.8K | 0.02% | −39−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 6,413 | $692.3K | 0.01% | −4,067−38.8% | Reduced |
| Brookstone Capital Management | 6,388 | $689.5K | 0.01% | +322+5.3% | Added |
| Raymond James Trust N.A. | 6,346 | $685.1K | 0.01% | +19+0.3% | Added |
| Humankind Investments LLC | 6,309 | $681.1K | 0.25% | +794+14.4% | Added |
| Bradley Foster & Sargent Inc | 6,228 | $672.3K | 0.01% | −207−3.2% | Reduced |
| Bryn Mawr Trust Co | 6,196 | $668.9K | 0.01% | +442+7.7% | Added |
| Ossiam | 6,152 | $664.1K | 0.01% | −3,796−38.2% | Reduced |
| Rothschild Investment LLC | 6,140 | $662.8K | 0.04% | −1,064−14.8% | 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,030 | $650.9K | 0.05% | −606−9.1% | Reduced |
| Huntington National Bank | 5,986 | $646.2K | 0.00% | −144−2.3% | Reduced |
| Ieq Capital, LLC | 5,949 | $642.2K | 0.01% | +1,776+42.6% | Added |
| Stephens Inc | 5,914 | $638.4K | 0.01% | +5,914 | New |
| Everence Capital Management Inc | 5,900 | $637.0K | 0.04% | 00.0% | Unchanged |
| Brandes Investment Partners, LP | 5,850 | $631.5K | 0.01% | +1,351+30.0% | Added |
| Farther Finance Advisors, LLC | 5,825 | $628.8K | 0.02% | +587+11.2% | Added |
| Culbertson A N & Co Inc | 5,813 | $627.5K | 0.10% | +550+10.5% | Added |
| 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 |
| Aigen Investment Management, LP | 5,721 | $617.6K | 0.12% | −2,010−26.0% | Reduced |
| NBT Bank N A | 5,661 | $611.1K | 0.04% | −713−11.2% | Reduced |
| V-Square Quantitative Management LLC | 5,660 | $611.0K | 0.09% | −37−0.6% | Reduced |
| QRG Capital Management, Inc. | 5,645 | $609.4K | 0.01% | −1,190−17.4% | Reduced |
| Goelzer Investment Management, Inc. | 5,645 | $609.4K | 0.03% | −1,041−15.6% | Reduced |
| Hancock Whitney Corp | 5,607 | $605.3K | 0.02% | +5+0.1% | Added |
| SeaCrest Wealth Management, LLC | 5,577 | $602.0K | 0.06% | −499−8.2% | Reduced |
| Advisory Services Network, LLC | 5,544 | $601.7K | 0.01% | 00.0% | Unchanged |
| Foundry Partners, LLC | 5,559 | $600.1K | 0.03% | +322+6.1% | Added |
| GTS Securities LLC | 5,558 | $600.0K | 0.01% | +847+18.0% | Added |
| Advisors Asset Management, Inc. | 5,556 | $599.8K | 0.01% | −749−11.9% | Reduced |
| Outfitter Financial LLC | 5,510 | $594.8K | 0.49% | −220−3.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 5,470 | $591.8K | 0.04% | +156+2.9% | Added |
| Tokio Marine Asset Management Co Ltd | 5,443 | $587.6K | 0.03% | −517−8.7% | Reduced |
| Atria Investments LLC | 5,429 | $586.0K | 0.01% | +2,041+60.2% | Added |
| Ci Investments Inc. | 5,429 | $586.0K | 0.00% | −461−7.8% | Reduced |
| Pettee Investors, Inc. | 5,426 | $585.7K | 0.29% | 00.0% | Unchanged |
| Busey Wealth Management | 5,349 | $577.4K | 0.02% | −108−2.0% | Reduced |
| Wolverine Trading, LLC | 5,328 | $576.6K | 0.02% | +5,328 | New |
| Umb Bank N A | 5,336 | $576.0K | 0.01% | +609+12.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,301 | $572.2K | 0.20% | −760−12.5% | Reduced |