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 |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 375 | $40.0K | 0.01% | −116−23.6% | Reduced |
| Parkside Financial Bank & Trust | 356 | $38.4K | 0.01% | −380−51.6% | Reduced |
| Broadwater Capital Management LLC | 352 | $38.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 349 | $37.7K | 0.00% | +74+26.9% | Added |
| Mather Group, LLC. | 329 | $35.5K | 0.00% | −316−49.0% | Reduced |
| CoreCap Advisors, LLC | 328 | $35.4K | 0.00% | −18−5.2% | Reduced |
| Avion Wealth | 328 | $35.0K | 0.01% | −4−1.2% | Reduced |
| FinTrust Capital Advisors, LLC | 324 | $35.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 321 | $34.7K | 0.01% | +321 | New |
| Centennial Bank | 300 | $32.4K | 0.01% | −38−11.2% | Reduced |
| Tacita Capital Inc | 300 | $32.4K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 297 | $32.1K | 0.03% | −20−6.3% | Reduced |
| CNB Bank | 296 | $32.0K | 0.01% | −100−25.3% | Reduced |
| Salomon & Ludwin, LLC | 295 | $31.8K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 292 | $31.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 289 | $31.2K | 0.00% | +289 | New |
| TD Waterhouse Canada Inc. | 272 | $29.1K | 0.00% | +140+106.1% | Added |
| Jaffetilchin Investment Partners, LLC | 264 | $28.5K | 0.00% | +264 | New |
| Pinnacle Bancorp, Inc. | 263 | $28.4K | 0.01% | +25+10.5% | Added |
| Ashton Thomas Securities, LLC | 262 | $28.3K | 0.01% | +262 | New |
| North Star Investment Management Corp. | 260 | $28.1K | 0.00% | −115−30.7% | Reduced |
| Creative Capital Management Investments LLC | 253 | $27.3K | 0.01% | +55+27.8% | Added |
| Provenance Wealth Advisors, LLC | 245 | $26.4K | 0.00% | +245 | New |
| Deseret Mutual Benefit Administrators | 242 | $26.1K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 238 | $25.7K | 0.01% | +218+1,090.0% | Added |
| True Wealth Design, LLC | 226 | $24.4K | 0.01% | +219+3,128.6% | Added |
| Ancora Advisors, LLC | 224 | $24.2K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $24.2K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $24.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 219 | $23.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 217 | $23.4K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 217 | $23.4K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 220 | $23.0K | 0.01% | +220 | New |
| Washington Trust Co | 210 | $22.7K | 0.00% | −236−52.9% | Reduced |
| Catalyst Capital Advisors LLC | 208 | $22.5K | 0.00% | +208 | New |
| Asset Dedication, LLC | 201 | $21.7K | 0.00% | +66+48.9% | Added |
| Stephens Consulting, LLC | 200 | $21.6K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 750 | $21.2K | 0.00% | +554+282.7% | Added |
| SRS Capital Advisors, Inc. | 194 | $20.9K | 0.00% | +5+2.6% | Added |
| EnRich Financial Partners LLC | 191 | $20.6K | 0.01% | +191 | New |
| Stephenson National Bank & Trust | 186 | $20.1K | 0.01% | +45+31.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 184 | $19.9K | 0.00% | −16−8.0% | Reduced |
| Abound Wealth Management | 180 | $19.4K | 0.01% | +1+0.6% | Added |
| Cromwell Holdings LLC | 179 | $19.4K | 0.01% | −132−42.4% | Reduced |
| Capital Performance Advisors LLP | 177 | $19.2K | 0.01% | +177 | New |
| Venturi Wealth Management, LLC | 177 | $19.1K | 0.00% | −29−14.1% | Reduced |
| Winthrop Capital Management, LLC | 180 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 178 | $19.0K | 0.01% | +178 | New |
| TD Private Client Wealth LLC | 173 | $18.7K | 0.00% | −21−10.8% | Reduced |
| NewSquare Capital LLC | 170 | $18.4K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 166 | $17.9K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 166 | $17.9K | 0.00% | −3,960−96.0% | Reduced |
| Tortoise Investment Management, LLC | 165 | $17.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 164 | $17.7K | 0.00% | +140+583.3% | Added |
| Planning Capital Management Corp | 160 | $17.3K | 0.01% | −19−10.6% | Reduced |
| Old Second National Bank of Aurora | 160 | $17.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 154 | $16.6K | 0.00% | −80−34.2% | Reduced |
| Proequities, Inc. | 152 | $16.4K | 0.00% | +82+117.1% | Added |
| Winch Advisory Services, LLC | 150 | $16.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 149 | $16.1K | 0.00% | −38−20.3% | Reduced |
| Operose Advisors LLC | 147 | $15.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 146 | $15.8K | 0.00% | −15−9.3% | Reduced |
| Westside Investment Management, Inc. | 145 | $15.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $15.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 140 | $15.1K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 140 | $15.0K | 0.02% | +32+29.6% | Added |
| Laurel Wealth Advisors LLC | 136 | $14.7K | 0.00% | +126+1,260.0% | Added |
| MV Capital Management, Inc. | 134 | $14.5K | 0.00% | −22−14.1% | Reduced |
| Valley National Advisers Inc | 131 | $14.0K | 0.00% | −16−10.9% | Reduced |
| Castleview Partners, LLC | 128 | $13.8K | 0.01% | +2+1.6% | Added |
| Private Wealth Management Group, LLC | 128 | $13.8K | 0.01% | +46+56.1% | Added |
| Prestige Wealth Management Group LLC | 127 | $13.7K | 0.00% | −3−2.3% | Reduced |
| Bank of New Hampshire | 125 | $13.5K | 0.00% | −55−30.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 123 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 124 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 116 | $13.0K | 0.00% | +8+7.4% | Added |
| Bogart Wealth, LLC | 120 | $13.0K | 0.00% | −10−7.7% | Reduced |
| Red Tortoise LLC | 119 | $12.9K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 119 | $12.8K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 116 | $12.5K | 0.01% | −35−23.2% | Reduced |
| Mendota Financial Group, LLC | 115 | $12.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $12.2K | 0.00% | −13−10.3% | Reduced |
| Coppell Advisory Solutions LLC | 111 | $12.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 111 | $12.0K | 0.00% | +96+640.0% | Added |
| Concord Wealth Partners | 110 | $11.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 110 | $11.9K | 0.00% | −375−77.3% | Reduced |
| Cape Investment Advisory, Inc. | 109 | $11.8K | 0.00% | +58+113.7% | Added |
| Financial Perspectives, Inc | 105 | $11.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 104 | $11.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 103 | $11.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 102 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 102 | $11.0K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 100 | $10.8K | 0.01% | −191−65.6% | Reduced |
| WR Wealth Planners, LLC | 100 | $10.8K | 0.00% | −6−5.7% | Reduced |
| First Personal Financial Services | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $10.8K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $10.8K | 0.01% | 00.0% | Unchanged |