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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 1,971 | $212.0K | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,958 | $211.3K | 0.01% | −99−4.8% | Reduced |
| Venture Visionary Partners LLC | 1,944 | $209.9K | 0.01% | −418−17.7% | Reduced |
| EP Wealth Advisors, LLC | 1,944 | $209.8K | 0.00% | −414−17.6% | Reduced |
| Integrated Wealth Concepts LLC | 1,929 | $208.2K | 0.00% | −2,260−54.0% | Reduced |
| Westpac Banking Corp | 1,920 | $207.3K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 1,900 | $205.1K | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 1,897 | $204.8K | 0.02% | −7−0.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,895 | $204.6K | 0.00% | −302−13.7% | Reduced |
| Buckingham Strategic Partners | 1,876 | $202.5K | 0.00% | +1,876 | New |
| Chatham Capital Group, Inc. | 1,873 | $202.2K | 0.03% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,871 | $202.0K | 0.02% | +1,871 | New |
| CAPROCK Group, Inc. | 1,861 | $201.4K | 0.01% | −3,976−68.1% | Reduced |
| Signaturefd, LLC | 1,858 | $200.6K | 0.00% | −325−14.9% | Reduced |
| Brown Brothers Harriman & Co | 1,806 | $195.0K | 0.00% | +195+12.1% | Added |
| Global Retirement Partners, LLC | 1,782 | $192.4K | 0.01% | −498−21.8% | Reduced |
| City State Bank | 1,772 | $191.3K | 0.07% | −150−7.8% | Reduced |
| Evermay Wealth Management LLC | 1,758 | $190.2K | 0.03% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,751 | $188.8K | 0.02% | +9+0.5% | Added |
| Ramirez Asset Management, Inc. | 1,741 | $187.9K | 0.04% | −100−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,719 | $186.5K | 0.00% | +1,071+165.3% | Added |
| Principal Securities, Inc. | 1,724 | $186.1K | 0.00% | −394−18.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,631 | $176.1K | 0.08% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,603 | $173.0K | 0.00% | +1,552+3,043.1% | Added |
| Horizon Bancorp Inc | 1,458 | $157.0K | 0.07% | −19−1.3% | Reduced |
| Neo Ivy Capital Management | 1,384 | $150.0K | 0.05% | +1,384 | New |
| GAMMA Investing LLC | 1,371 | $148.0K | 0.01% | +385+39.0% | Added |
| Peoples Bank | 1,230 | $132.8K | 0.09% | +700+132.1% | Added |
| Parallel Advisors, LLC | 1,206 | $130.3K | 0.00% | +337+38.8% | Added |
| Sandy Spring Bank | 1,118 | $120.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,109 | $119.7K | 0.00% | +29+2.7% | Added |
| LRI Investments, LLC | 1,094 | $119.1K | 0.01% | +579+112.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $117.1K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,088 | $117.0K | 0.07% | +290+36.3% | Added |
| Leonteq Securities AG | 1,079 | $116.5K | 0.01% | −756−41.2% | Reduced |
| Pathway Financial Advisers, LLC | 1,065 | $114.9K | 0.05% | +18+1.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $113.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,020 | $110.0K | 0.05% | +469+85.1% | Added |
| GHP Investment Advisors, Inc. | 1,001 | $108.1K | 0.00% | −70−6.5% | Reduced |
| Harbor Investment Advisory, LLC | 978 | $105.6K | 0.01% | −52−5.0% | Reduced |
| NBC Securities, Inc. | 980 | $105.0K | 0.01% | +980 | New |
| Private Trust Co NA | 972 | $104.9K | 0.01% | +1+0.1% | Added |
| Federated Hermes, Inc. | 965 | $104.2K | 0.00% | −145,990−99.3% | Reduced |
| AlphaMark Advisors, LLC | 945 | $102.0K | 0.04% | −45−4.5% | Reduced |
| Archer Investment Corp | 923 | $99.6K | 0.03% | +250+37.1% | Added |
| EverSource Wealth Advisors, LLC | 871 | $94.1K | 0.01% | −24−2.7% | Reduced |
| Bruce G. Allen Investments, LLC | 864 | $93.3K | 0.07% | +751+664.6% | Added |
| CX Institutional | 859 | $92.7K | 0.00% | +859 | New |
| Sunbelt Securities, Inc. | 854 | $92.2K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 855 | $92.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 852 | $92.0K | 0.02% | +105+14.1% | Added |
| TCTC Holdings, LLC | 844 | $91.1K | 0.00% | −90−9.6% | Reduced |
| Flaharty Asset Management, LLC | 831 | $89.7K | 0.01% | +831 | New |
| Citizens National Bank Trust Department | 800 | $86.4K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 788 | $85.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 771 | $83.3K | 0.01% | +147+23.6% | Added |
| Smartleaf Asset Management LLC | 763 | $82.6K | 0.01% | +389+104.0% | Added |
| Reuter James Wealth Management, LLC | 748 | $80.7K | 0.01% | +748 | New |
| Arrow Financial Corp | 720 | $77.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 707 | $76.4K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $75.6K | 0.03% | 00.0% | Unchanged |
| AM Squared Ltd | 700 | $75.6K | 0.17% | +300+75.0% | Added |
| Boyd Watterson Asset Management LLC | 675 | $72.9K | 0.02% | −75−10.0% | Reduced |
| CoreFirst Bank & Trust | 665 | $71.8K | 0.04% | +665 | New |
| State of Wyoming | 663 | $71.6K | 0.01% | +60+10.0% | Added |
| Hazlett, Burt & Watson, Inc. | 659 | $70.0K | 0.03% | −90−12.0% | Reduced |
| Salem Investment Counselors Inc | 643 | $69.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 642 | $69.3K | 0.00% | +115+21.8% | Added |
| Tompkins Financial Corp | 630 | $68.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 620 | $66.9K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 614 | $66.3K | 0.00% | −301−32.9% | Reduced |
| DT Investment Partners, LLC | 610 | $65.8K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 602 | $64.9K | 0.00% | +75+14.2% | Added |
| Kimelman & Baird, LLC | 600 | $64.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 576 | $62.2K | 0.00% | +576 | New |
| Cullen/Frost Bankers, Inc. | 550 | $59.4K | 0.00% | −16−2.8% | Reduced |
| Optimum Investment Advisors | 550 | $59.4K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 548 | $59.2K | 0.01% | −14,583−96.4% | Reduced |
| Acadian Asset Management LLC | 510 | $55.0K | 0.00% | −3,062−85.7% | Reduced |
| Adirondack Trust Co | 500 | $54.0K | 0.02% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 493 | $53.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 490 | $52.9K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 484 | $52.2K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 480 | $51.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 467 | $50.4K | 0.02% | −40−7.9% | Reduced |
| Smithfield Trust Co | 446 | $48.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 437 | $47.2K | 0.00% | −26−5.6% | Reduced |
| AdvisorNet Financial, Inc | 435 | $47.0K | 0.00% | +120+38.1% | Added |
| JNBA Financial Advisors | 435 | $47.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 426 | $46.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 425 | $46.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 425 | $45.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 410 | $44.3K | 0.00% | −221−35.0% | Reduced |
| Armstrong Advisory Group, Inc | 406 | $43.9K | 0.00% | −40−9.0% | Reduced |
| Ridgewood Investments LLC | 400 | $43.2K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 390 | $42.5K | 0.01% | −22−5.3% | Reduced |
| First Horizon Advisors, Inc. | 389 | $42.0K | 0.00% | +70+21.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $41.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 380 | $41.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 378 | $40.8K | 0.00% | 00.0% | Unchanged |