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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 5,261 | $567.9K | 0.02% | −54−1.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 5,254 | $567.3K | 0.01% | +2,563+95.2% | Added |
| Park Avenue Securities LLC | 5,249 | $567.0K | 0.01% | +3,219+158.6% | Added |
| Burns J W & Co Inc | 5,179 | $559.1K | 0.07% | −275−5.0% | Reduced |
| Merit Financial Group, LLC | 5,158 | $556.8K | 0.01% | −957−15.7% | Reduced |
| MQS Management LLC | 5,140 | $554.9K | 0.31% | −3,162−38.1% | Reduced |
| United Capital Financial Advisers, LLC | 5,115 | $552.2K | 0.00% | −2,233−30.4% | Reduced |
| Tiaa Trust, National Association | 5,067 | $547.0K | 0.00% | +354+7.5% | Added |
| Walleye Trading LLC | 5,060 | $546.2K | 0.01% | +4,060+406.0% | Added |
| CSS LLC | 5,000 | $539.8K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,999 | $539.7K | 0.00% | +719+16.8% | Added |
| Financial Counselors Inc | 4,990 | $538.7K | 0.01% | −381−7.1% | Reduced |
| Paladin Wealth, LLC | 4,985 | $538.1K | 0.47% | +4,985 | New |
| Centiva Capital, LP | 4,977 | $537.3K | 0.02% | −7,614−60.5% | Reduced |
| Wahed Invest LLC | 4,964 | $535.9K | 0.10% | +464+10.3% | Added |
| Glenview Trust Co | 4,919 | $531.0K | 0.01% | +15+0.3% | Added |
| Fisher Asset Management, LLC | 4,900 | $529.0K | 0.00% | −330−6.3% | Reduced |
| BLB&B Advisors, LLC | 4,900 | $529.0K | 0.03% | +100+2.1% | Added |
| Spears Abacus Advisors LLC | 4,873 | $526.0K | 0.01% | +26+0.5% | Added |
| Rice Hall James & Associates, LLC | 4,834 | $521.8K | 0.03% | −113−2.3% | Reduced |
| APG Asset Management US Inc. | 4,858 | $521.5K | 0.00% | −171,773−97.2% | Reduced |
| Graypoint LLC | 4,829 | $521.2K | 0.03% | +299+6.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,831 | $521.1K | 0.01% | +2,135+79.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,800 | $518.2K | 0.08% | −45−0.9% | Reduced |
| Savant Capital, LLC | 4,687 | $505.9K | 0.00% | +4,687 | New |
| Highline Wealth Partners LLC | 4,655 | $502.5K | 0.17% | +18+0.4% | Added |
| William B. Walkup & Associates, Inc. | 4,561 | $492.4K | 0.30% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,543 | $490.0K | 0.02% | −12,627−73.5% | Reduced |
| First Eagle Investment Management, LLC | 4,526 | $488.6K | 0.00% | −2,060−31.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,492 | $484.9K | 0.03% | +135+3.1% | Added |
| Clifford Swan Investment Counsel LLC | 4,472 | $482.8K | 0.02% | 00.0% | Unchanged |
| Boltwood Capital Management | 4,443 | $479.6K | 0.14% | −1,233−21.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,384 | $473.3K | 0.03% | −1,115−20.3% | Reduced |
| Independence Bank of Kentucky | 4,354 | $470.0K | 0.10% | −1,289−22.8% | Reduced |
| Resonant Capital Advisors, LLC | 4,293 | $464.5K | 0.03% | −174−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,275 | $461.5K | 0.00% | +158+3.8% | Added |
| Curbstone Financial Management Corp | 4,226 | $456.2K | 0.10% | 00.0% | Unchanged |
| Charter Trust Co | 4,166 | $449.7K | 0.03% | −3,447−45.3% | Reduced |
| Cim Investment Mangement Inc | 4,161 | $449.2K | 0.13% | −75−1.8% | Reduced |
| Vestcor Inc | 4,156 | $449.0K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,135 | $446.4K | 0.01% | +265+6.8% | Added |
| Guyasuta Investment Advisors Inc | 4,120 | $444.8K | 0.03% | +76+1.9% | Added |
| Wetherby Asset Management Inc | 4,116 | $444.3K | 0.02% | −610−12.9% | Reduced |
| HB Wealth Management, LLC | 4,061 | $438.5K | 0.00% | +197+5.1% | Added |
| Greenleaf Trust | 4,045 | $436.7K | 0.00% | −1,227−23.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 4,001 | $431.9K | 0.01% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 4,000 | $431.8K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,990 | $430.7K | 0.08% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,953 | $426.7K | 0.02% | −10−0.3% | Reduced |
| Western Wealth Management, LLC | 3,904 | $421.5K | 0.02% | −15−0.4% | Reduced |
| LSV Asset Management | 3,900 | $421.0K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,855 | $416.1K | 0.01% | +73+1.9% | Added |
| Camelot Portfolios, LLC | 3,833 | $413.9K | 0.41% | −5,914−60.7% | Reduced |
| Aristotle Capital Management, LLC | 3,833 | $413.8K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,825 | $412.9K | 0.04% | −138−3.5% | Reduced |
| Two Sigma Securities, LLC | 3,789 | $409.0K | 0.03% | +1,811+91.6% | Added |
| Skylands Capital, LLC | 3,725 | $402.1K | 0.05% | +3,725 | New |
| Financial Network Wealth Management LLC | 3,728 | $402.0K | 0.14% | −27−0.7% | Reduced |
| David Loasby | 3,846 | $400.7K | 0.04% | −124−3.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,710 | $400.5K | 0.06% | −250−6.3% | Reduced |
| Bayesian Capital Management, LP | 3,707 | $400.2K | 0.05% | +3,707 | New |
| Choate Investment Advisors | 3,689 | $398.2K | 0.01% | −50−1.3% | Reduced |
| McMorgan & Co LLC | 3,688 | $398.1K | 0.06% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,672 | $396.4K | 0.01% | −82−2.2% | Reduced |
| Pflug Koory, LLC | 3,668 | $396.0K | 0.19% | +3,668 | New |
| Tectonic Advisors LLC | 3,647 | $393.6K | 0.03% | +629+20.8% | Added |
| Apollon Wealth Management, LLC | 3,584 | $386.9K | 0.01% | −459−11.4% | Reduced |
| Integrated Advisors Network LLC | 3,581 | $386.6K | 0.02% | +3,581 | New |
| Unique Wealth Strategies, LLC | 3,577 | $386.1K | 0.17% | +2,414+207.6% | Added |
| Verition Fund Management LLC | 3,559 | $384.2K | 0.00% | −95,314−96.4% | Reduced |
| New World Advisors LLC | 3,553 | $383.5K | 0.10% | −100−2.7% | Reduced |
| Eastern Bank | 3,540 | $382.1K | 0.01% | +3,540 | New |
| Simplify Asset Management Inc. | 3,535 | $381.6K | 0.03% | +1,497+73.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,520 | $380.0K | 0.23% | +3,520 | New |
| Silvercrest Asset Management Group LLC | 3,504 | $378.3K | 0.00% | −67−1.9% | Reduced |
| Regions Financial Corp | 3,493 | $377.1K | 0.00% | −1,069−23.4% | Reduced |
| Probity Advisors, Inc. | 3,448 | $372.2K | 0.07% | −53−1.5% | Reduced |
| Fortress Wealth Group, LLC | 3,591 | $372.0K | 0.18% | +101+2.9% | Added |
| Summit Trail Advisors, LLC | 3,438 | $371.9K | 0.01% | −179−4.9% | Reduced |
| Larson Financial Group LLC | 3,407 | $367.8K | 0.02% | +1,302+61.9% | Added |
| Profund Advisors LLC | 3,374 | $364.2K | 0.01% | +247+7.9% | Added |
| Alps Advisors Inc | 3,350 | $361.6K | 0.00% | +3,350 | New |
| Cobblestone Capital Advisors LLC | 3,343 | $360.9K | 0.02% | −147−4.2% | Reduced |
| Money Concepts Capital Corp | 3,342 | $360.8K | 0.03% | +41+1.2% | Added |
| Evercore Wealth Management, LLC | 3,342 | $360.8K | 0.01% | −22−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,325 | $358.9K | 0.01% | −461−12.2% | Reduced |
| Suvretta Capital Management, LLC | 3,260 | $351.9K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,254 | $351.3K | 0.08% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,222 | $347.8K | 0.00% | −492−13.2% | Reduced |
| Lakewood Asset Management LLC | 3,217 | $347.2K | 0.24% | +10.0% | Added |
| River Wealth Advisors LLC | 3,211 | $346.6K | 0.05% | −199−5.8% | Reduced |
| Cornerstone Wealth Group, LLC | 3,201 | $345.5K | 0.03% | −34−1.1% | Reduced |
| Park Edge Advisors, LLC | 3,171 | $342.3K | 0.10% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,160 | $341.1K | 0.00% | +3,160 | New |
| Chicago Partners Investment Group LLC | 3,220 | $337.2K | 0.01% | +277+9.4% | Added |
| ASB Consultores, LLC | 3,110 | $335.7K | 0.13% | −175−5.3% | Reduced |
| Adviser Investments LLC | 3,085 | $333.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,052 | $330.2K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,053 | $329.5K | 0.02% | +103+3.5% | Added |
| Meridian Investment Counsel Inc. | 3,025 | $326.5K | 0.10% | −123−3.9% | Reduced |