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, Q4 2024
Institutional positions in Zimmer Biomet Holdings, Inc. as of Dec 31, 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
- 1,033
- +65 vs. Q3 2024
- Shares held
- 182.6M
- +1.44M (+0.8%) vs. Q3 2024
- Total value
- $19.3B
- −$242.0M (−1.2%) vs. Q3 2024
- New holders
- 153
- 304 more added
- Sold out
- 88
- 377 more reduced
21 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 82 | $8.65K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 83 | $8.77K | 0.00% | +83 | New |
| Albion Financial Group | 90 | $9.51K | 0.00% | +90 | New |
| Wood Tarver Financial Group, LLC | 100 | $10.0K | 0.00% | +100 | New |
| Kessler Investment Group, LLC | 96 | $10.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 96 | $10.2K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 98 | $10.4K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 98 | $10.4K | 0.00% | +98 | New |
| Stephenson National Bank & Trust | 99 | $10.5K | 0.00% | −87−46.8% | Reduced |
| NVWM, LLC | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $10.6K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $10.6K | 0.00% | +100 | New |
| VSM Wealth Advisory, LLC | 100 | $10.6K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $10.6K | 0.00% | −9−8.3% | Reduced |
| Pittenger & Anderson Inc | 102 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 103 | $10.8K | 0.00% | +1+1.0% | Added |
| Plante Moran Financial Advisors, LLC | 103 | $10.9K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 104 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 105 | $11.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 102 | $11.2K | 0.00% | −50−32.9% | Reduced |
| Concord Wealth Partners | 111 | $11.7K | 0.00% | +1+0.9% | Added |
| Coppell Advisory Solutions LLC | 111 | $11.7K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 112 | $11.8K | 0.00% | +112 | New |
| Covestor Ltd | 115 | $12.0K | 0.01% | −973−89.4% | Reduced |
| Millstone Evans Group, LLC | 114 | $12.0K | 0.01% | +114 | New |
| Mendota Financial Group, LLC | 115 | $12.1K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 116 | $12.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 120 | $12.7K | 0.00% | −34−22.1% | Reduced |
| Mascoma Wealth Management LLC | 120 | $12.7K | 0.00% | +20+20.0% | Added |
| S&T Bank | 120 | $12.7K | 0.00% | +120 | New |
| Global X Japan Co., Ltd. | 121 | $12.8K | 0.00% | +26+27.4% | Added |
| Valley National Advisers Inc | 131 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 119 | $13.0K | 0.00% | +3+2.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 123 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 124 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 125 | $13.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 127 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 130 | $13.7K | 0.01% | −36−21.7% | Reduced |
| Castleview Partners, LLC | 133 | $13.9K | 0.01% | +5+3.9% | Added |
| McClarren Financial Advisors, Inc. | 140 | $14.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 136 | $14.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 137 | $14.5K | 0.01% | +9+7.0% | Added |
| Addison Advisors LLC | 140 | $14.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 142 | $15.0K | 0.00% | +67+89.3% | Added |
| TD Private Client Wealth LLC | 143 | $15.1K | 0.00% | −30−17.3% | Reduced |
| Key Financial Inc | 143 | $15.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 144 | $15.2K | 0.00% | −75−34.2% | Reduced |
| Westside Investment Management, Inc. | 145 | $15.3K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $15.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 156 | $16.5K | 0.01% | +37+31.1% | Added |
| Old Second National Bank of Aurora | 160 | $16.9K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 161 | $17.0K | 0.01% | +161 | New |
| Tortoise Investment Management, LLC | 165 | $17.4K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 177 | $18.7K | 0.00% | +7+4.1% | Added |
| Versant Capital Management, Inc | 178 | $18.8K | 0.00% | +14+8.5% | Added |
| Zions Bancorporation, N.A. | 178 | $18.8K | 0.00% | +29+19.5% | Added |
| JFS Wealth Advisors, LLC | 178 | $18.8K | 0.00% | +32+21.9% | Added |
| Pathway Financial Advisers, LLC | 179 | $18.8K | 0.01% | −886−83.2% | Reduced |
| Winthrop Capital Management, LLC | 180 | $19.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 182 | $19.2K | 0.01% | +2+1.1% | Added |
| Financial Gravity Companies, Inc. | 182 | $19.2K | 0.00% | +182 | New |
| EnRich Financial Partners LLC | 191 | $20.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 196 | $20.7K | 0.00% | −76−27.9% | Reduced |
| Oakworth Capital, Inc. | 200 | $21.1K | 0.00% | −178−47.1% | Reduced |
| Stephens Consulting, LLC | 200 | $21.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 203 | $21.4K | 0.00% | +118+138.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 206 | $21.8K | 0.00% | +22+12.0% | Added |
| FNY Investment Advisers, LLC | 210 | $22.0K | 0.01% | −10−4.5% | Reduced |
| Hemington Wealth Management | 212 | $22.0K | 0.01% | +34+19.1% | Added |
| Washington Trust Co | 210 | $22.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 214 | $22.6K | 0.01% | −82−27.7% | Reduced |
| Old Point Trust & Financial Services N A | 217 | $22.9K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 218 | $23.0K | 0.01% | +1+0.5% | Added |
| Bogart Wealth, LLC | 220 | $23.2K | 0.00% | +100+83.3% | Added |
| Ritter Daniher Financial Advisory LLC | 224 | $23.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 224 | $23.7K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 224 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 230 | $24.3K | 0.00% | −400−63.5% | Reduced |
| Stonebridge Financial Group, LLC | 240 | $25.4K | 0.00% | +240 | New |
| GeoWealth Management, LLC | 245 | $25.9K | 0.00% | −331−57.5% | Reduced |
| AdvisorNet Financial, Inc | 245 | $25.9K | 0.00% | −190−43.7% | Reduced |
| Creative Capital Management Investments LLC | 253 | $26.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 260 | $27.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 263 | $27.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 266 | $28.1K | 0.01% | +40+17.7% | Added |
| Asset Dedication, LLC | 271 | $28.6K | 0.00% | +70+34.8% | Added |
| Quent Capital, LLC | 283 | $29.8K | 0.00% | −127−31.0% | Reduced |
| Menard Financial Group LLC | 283 | $29.9K | 0.02% | +283 | New |
| Bangor Savings Bank | 289 | $30.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 295 | $31.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 297 | $31.4K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $31.7K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 300 | $31.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 301 | $31.8K | 0.02% | +59+24.4% | Added |
| Cary Street Partner Investment Advisory LLC | 303 | $32.0K | 0.02% | −9,221−96.8% | Reduced |
| Skopos Labs, Inc. | 316 | $33.4K | 0.01% | −5−1.6% | Reduced |
| Avion Wealth | 330 | $34.0K | 0.01% | +2+0.6% | Added |
| Accredited Wealth Management, LLC | 343 | $36.3K | 0.03% | +343 | New |