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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 2,993 | $323.1K | 0.00% | 00.0% | Unchanged |
| L & S Advisors Inc | – | $322.6K | 0.03% | – | – |
| North Star Asset Management Inc | 2,983 | $322.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,980 | $321.7K | 0.04% | +2,980 | New |
| Central Trust Co | 2,978 | $321.5K | 0.01% | +73+2.5% | Added |
| WealthShield Partners, LLC | 2,957 | $319.8K | 0.04% | +601+25.5% | Added |
| Whittier Trust Co of Nevada Inc | 2,903 | $313.4K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,890 | $312.0K | 0.08% | +46+1.6% | Added |
| Moran Wealth Management, LLC | 2,867 | $309.5K | 0.01% | −55,938−95.1% | Reduced |
| Bessemer Group Inc | 2,854 | $309.0K | 0.00% | −1,461−33.9% | Reduced |
| Radnor Capital Management, LLC | 2,841 | $307.0K | 0.05% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,822 | $304.7K | 0.04% | +2,822 | New |
| Pensionmark Financial Group, LLC | 2,799 | $302.2K | 0.01% | +56+2.0% | Added |
| Beaumont Asset Management, L.L.C. | 2,790 | $301.2K | 0.18% | −2,567−47.9% | Reduced |
| Coldstream Capital Management Inc | 2,783 | $301.0K | 0.01% | −19−0.7% | Reduced |
| Horizon Investments, LLC | 2,764 | $298.4K | 0.01% | −137−4.7% | Reduced |
| IFP Advisors, Inc | 2,759 | $297.9K | 0.01% | −216−7.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,755 | $297.4K | 0.07% | −7,346−72.7% | Reduced |
| Whittier Trust Co | 2,730 | $294.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,730 | $294.7K | 0.00% | −239−8.0% | Reduced |
| Stock Yards Bank & Trust Co | 2,713 | $292.9K | 0.01% | −267−9.0% | Reduced |
| CMH Wealth Management LLC | 2,702 | $292.3K | 0.07% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 2,704 | $291.9K | 0.19% | 00.0% | Unchanged |
| MAI Capital Management | 2,703 | $291.8K | 0.00% | −1,497−35.6% | Reduced |
| ELCO Management Co., LLC | 2,701 | $291.6K | 0.16% | −159−5.6% | Reduced |
| MBB Public Markets I LLC | 2,700 | $291.5K | 0.02% | −11,395−80.8% | 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 |
| Snowden Capital Advisors LLC | 2,635 | $285.1K | 0.01% | −676−20.4% | Reduced |
| Lee Danner & Bass Inc | 2,631 | $284.0K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,614 | $282.1K | 0.04% | +478+22.4% | Added |
| Journey Advisory Group, LLC | 2,596 | $281.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,298 | $279.7K | 0.00% | +252+12.3% | Added |
| Peapack Gladstone Financial Corp | 2,575 | $278.0K | 0.00% | −94−3.5% | Reduced |
| Field & Main Bank | 2,560 | $276.4K | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,547 | $275.0K | 0.00% | +289+12.8% | Added |
| Chiron Capital Management, LLC | 2,540 | $274.2K | 0.24% | +100+4.1% | Added |
| Fifth Third Wealth Advisors LLC | 2,521 | $272.1K | 0.02% | −86−3.3% | Reduced |
| Colonial Trust Co | 2,514 | $271.4K | 0.04% | +3+0.1% | Added |
| Rise Advisors, LLC | 2,500 | $269.9K | 0.13% | +5+0.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $269.9K | 0.08% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,493 | $269.1K | 0.03% | +2,493 | New |
| Trust Co of Vermont | 2,487 | $268.5K | 0.01% | +566+29.5% | Added |
| Shell Asset Management Co | 2,485 | $268.0K | 0.01% | +2,485 | New |
| Sym Financial Corp | 2,470 | $266.6K | 0.04% | +29+1.2% | Added |
| Whitener Capital Management, Inc. | 2,435 | $262.9K | 0.07% | −10−0.4% | Reduced |
| Trust Asset Management LLC | 2,417 | $260.9K | 0.02% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 2,417 | $260.9K | 0.05% | −234−8.8% | Reduced |
| National Asset Management, Inc. | 2,404 | $259.5K | 0.01% | +358+17.5% | Added |
| Stokes Family Office, LLC | 2,398 | $258.9K | 0.03% | +4+0.2% | Added |
| Citizens Financial Group Inc | 2,383 | $257.3K | 0.01% | −259−9.8% | Reduced |
| Intech Investment Management LLC | 2,379 | $256.8K | 0.00% | +417+21.3% | Added |
| Allegheny Financial Group LTD | 2,366 | $255.4K | 0.06% | +10.0% | Added |
| Essex Financial Services, Inc. | 2,437 | $254.1K | 0.02% | −279−10.3% | Reduced |
| Axq Capital, LP | 2,333 | $251.8K | 0.08% | +2,333 | New |
| King Luther Capital Management Corp | 2,323 | $250.8K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,317 | $250.1K | 0.01% | −164−6.6% | Reduced |
| Rossmore Private Capital | 2,310 | $249.4K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,306 | $248.9K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,267 | $244.7K | 0.02% | −167−6.9% | Reduced |
| Schechter Investment Advisors, LLC | 2,263 | $244.3K | 0.02% | −83−3.5% | Reduced |
| LGT Fund Management Co Ltd. | 2,310 | $244.1K | 0.03% | +2,310 | New |
| Boit C F David | 2,300 | $243.1K | 0.12% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,236 | $241.4K | 0.00% | −26−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,230 | $241.2K | 0.01% | +1,900+575.8% | Added |
| Am Investment Strategies LLC | 2,198 | $237.0K | 0.06% | 00.0% | Unchanged |
| Intrust Bank NA | 2,185 | $235.9K | 0.02% | −564−20.5% | Reduced |
| Legacy Capital Group California, Inc. | 2,171 | $234.4K | 0.08% | −95−4.2% | Reduced |
| Kestra Private Wealth Services, LLC | 2,159 | $233.1K | 0.00% | +2,159 | New |
| Bokf, NA | 2,234 | $232.8K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,153 | $232.4K | 0.00% | −79−3.5% | Reduced |
| We Are One Seven, LLC | 2,144 | $231.5K | 0.01% | +115+5.7% | Added |
| Ransom Advisory, Ltd | 2,140 | $231.0K | 0.11% | −225−9.5% | Reduced |
| Indiana Trust & Investment Management CO | 2,139 | $230.9K | 0.08% | 00.0% | Unchanged |
| PFG Advisors | 2,132 | $230.2K | 0.01% | +23+1.1% | Added |
| Physicians Financial Services, Inc. | 2,129 | $230.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,126 | $229.6K | 0.01% | +2,126 | New |
| Meeder Advisory Services, Inc. | 2,120 | $228.9K | 0.01% | −262−11.0% | Reduced |
| Canandaigua National Bank & Trust Co | 2,106 | $227.3K | 0.02% | −645−23.4% | Reduced |
| Cigna Investments Inc | 2,101 | $227.0K | 0.04% | −52−2.4% | Reduced |
| Compagnie Lombard Odier SCmA | 2,100 | $226.7K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 2,099 | $226.6K | 0.03% | +4+0.2% | Added |
| Simmons Bank | 2,093 | $225.9K | 0.02% | −1,218−36.8% | Reduced |
| LaFleur & Godfrey LLC | 2,088 | $225.4K | 0.03% | −300−12.6% | Reduced |
| Sittner & Nelson, LLC | 2,085 | $225.1K | 0.10% | +801+62.4% | Added |
| Horan Capital Advisors, LLC. | 2,075 | $224.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,063 | $222.7K | 0.01% | −227−9.9% | Reduced |
| Oarsman Capital, Inc. | 2,061 | $222.5K | 0.04% | +2,061 | New |
| Independent Financial Group, LLC | 2,058 | $222.2K | 0.01% | +2,058 | New |
| Hara Capital LLC | 2,040 | $220.2K | 0.14% | 00.0% | Unchanged |
| Fort, L.P. | 2,023 | $218.4K | 0.55% | +22+1.1% | Added |
| E Fund Management Co., Ltd. | 2,022 | $218.3K | 0.01% | +105+5.5% | Added |
| Chartwell Investment Partners, LLC | 2,008 | $217.0K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,010 | $216.9K | 0.01% | −428−17.6% | Reduced |
| Verdence Capital Advisors LLC | 2,007 | $216.7K | 0.02% | −102−4.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,000 | $215.9K | 0.07% | −288−12.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 2,000 | $215.9K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,995 | $215.4K | 0.00% | −28,982−93.6% | Reduced |
| Beaton Management Co. Inc. | 1,989 | $215.0K | 0.11% | 00.0% | Unchanged |
| First National Bank | 1,970 | $212.7K | 0.15% | 00.0% | Unchanged |