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 |
|---|---|---|---|---|---|
| Broadwater Capital Management LLC | 352 | $37.2K | 0.03% | 00.0% | Unchanged |
| Kentucky Trust Co | 365 | $38.6K | 0.02% | +365 | New |
| First Horizon Advisors, Inc. | 379 | $40.0K | 0.00% | −10−2.6% | Reduced |
| Ofi Invest Asset Management | 395 | $40.3K | 0.00% | +395 | New |
| Clean Yield Group | 384 | $40.6K | 0.01% | −83−17.8% | Reduced |
| Glen Eagle Advisors, LLC | 396 | $41.8K | 0.01% | −30−7.0% | Reduced |
| Continuum Advisory, LLC | 397 | $41.9K | 0.01% | +7+1.8% | Added |
| AlphaMark Advisors, LLC | 395 | $42.0K | 0.02% | −550−58.2% | Reduced |
| Ridgewood Investments LLC | 400 | $42.3K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 402 | $42.5K | 0.01% | +46+12.9% | Added |
| Armstrong Advisory Group, Inc | 407 | $43.0K | 0.00% | +1+0.2% | Added |
| CoreCap Advisors, LLC | 410 | $43.3K | 0.00% | +82+25.0% | Added |
| Lindbrook Capital, LLC | 414 | $43.7K | 0.00% | −23−5.3% | Reduced |
| Webster Bank, N. A. | 425 | $44.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 425 | $45.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $45.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 429 | $45.3K | 0.00% | −572−57.1% | Reduced |
| JNBA Financial Advisors | 435 | $46.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 444 | $46.9K | 0.02% | +206+86.6% | Added |
| Smithfield Trust Co | 446 | $47.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 462 | $48.8K | 0.01% | −201−30.3% | Reduced |
| Quadrant Capital Group LLC | 473 | $50.0K | 0.00% | −141−23.0% | Reduced |
| SRS Capital Advisors, Inc. | 479 | $50.6K | 0.00% | +285+146.9% | Added |
| Delta Asset Management LLC | 480 | $50.7K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 480 | $50.7K | 0.04% | +480 | New |
| Hilltop National Bank | 484 | $51.1K | 0.02% | 00.0% | Unchanged |
| American National Bank | 490 | $51.8K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $52.8K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 500 | $52.8K | 0.03% | +500 | New |
| Hopwood Financial Services, Inc. | 500 | $52.8K | 0.04% | +500 | New |
| Acadian Asset Management LLC | 510 | $53.0K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 506 | $53.4K | 0.04% | +506 | New |
| Caitong International Asset Management Co., Ltd | 510 | $53.9K | 0.05% | +510 | New |
| Group One Trading, L.P. | 540 | $57.0K | 0.00% | +540 | New |
| Optimum Investment Advisors | 550 | $58.1K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 550 | $58.1K | 0.06% | +550 | New |
| Harbour Investments, Inc. | 559 | $59.0K | 0.00% | −43−7.1% | Reduced |
| Geneos Wealth Management Inc. | 570 | $60.2K | 0.00% | −72−11.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 595 | $62.9K | 0.03% | +595 | New |
| S.A. Mason LLC | 600 | $63.4K | 0.03% | −20−3.2% | Reduced |
| Kimelman & Baird, LLC | 600 | $63.4K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 600 | $63.4K | 0.06% | +600 | New |
| Loomis Sayles & Co L P | 608 | $64.0K | 0.00% | +608 | New |
| Whittier Trust Co | 610 | $64.4K | 0.00% | −2,120−77.7% | Reduced |
| DT Investment Partners, LLC | 610 | $64.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 623 | $66.0K | 0.00% | −20−3.1% | Reduced |
| Mather Group, LLC. | 661 | $69.8K | 0.00% | +332+100.9% | Added |
| Ameriflex Group, Inc. | 640 | $70.1K | 0.03% | +640 | New |
| CoreFirst Bank & Trust | 665 | $70.2K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 673 | $71.3K | 0.04% | +494+276.0% | Added |
| Boyd Watterson Asset Management LLC | 675 | $71.3K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 677 | $71.5K | 0.01% | −30−4.2% | Reduced |
| Quarry LP | 680 | $71.8K | 0.01% | +570+518.2% | Added |
| Sentry Investment Management LLC | 686 | $72.0K | 0.03% | −334−32.7% | Reduced |
| Golden State Wealth Management, LLC | 695 | $73.5K | 0.01% | +695 | New |
| Federated Hermes, Inc. | 736 | $77.7K | 0.00% | −229−23.7% | Reduced |
| Citizens National Bank Trust Department | 800 | $84.5K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 815 | $85.0K | 0.04% | +156+23.7% | Added |
| Manchester Capital Management LLC | 809 | $85.5K | 0.01% | +21+2.7% | Added |
| Smartleaf Asset Management LLC | 820 | $86.4K | 0.01% | +57+7.5% | Added |
| LRI Investments, LLC | 846 | $89.4K | 0.01% | −248−22.7% | Reduced |
| Creative Financial Designs Inc | 855 | $90.3K | 0.01% | +84+10.9% | Added |
| Bruce G. Allen Investments, LLC | 859 | $90.7K | 0.07% | −5−0.6% | Reduced |
| Private Trust Co NA | 863 | $91.2K | 0.01% | −109−11.2% | Reduced |
| TCTC Holdings, LLC | 884 | $93.4K | 0.00% | +40+4.7% | Added |
| Archer Investment Corp | 923 | $97.5K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 955 | $100.9K | 0.01% | −23−2.4% | Reduced |
| CKW Financial Group | 955 | $101.0K | 0.01% | +100+11.7% | Added |
| Richards, Merrill & Peterson, Inc. | 1,000 | $105.6K | 0.06% | +1,000 | New |
| Ronald Blue Trust, Inc. | 1,026 | $108.3K | 0.00% | −693−40.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $110.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $114.6K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,118 | $118.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,130 | $119.5K | 0.00% | −76−6.3% | Reduced |
| Peoples Bank | 1,230 | $129.9K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 1,295 | $136.8K | 0.00% | +946+271.1% | Added |
| City State Bank | 1,332 | $140.7K | 0.05% | −440−24.8% | Reduced |
| Horizon Bancorp Inc | 1,331 | $141.0K | 0.07% | −127−8.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,342 | $141.8K | 0.13% | +1,342 | New |
| Signaturefd, LLC | 1,387 | $146.5K | 0.00% | −471−25.3% | Reduced |
| Brown Brothers Harriman & Co | 1,418 | $149.8K | 0.00% | −388−21.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,562 | $165.4K | 0.00% | −1,490−48.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,584 | $167.3K | 0.00% | −19−1.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,631 | $172.3K | 0.07% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,700 | $179.6K | 0.05% | −300−15.0% | Reduced |
| Evermay Wealth Management LLC | 1,698 | $179.7K | 0.03% | −60−3.4% | Reduced |
| Sittner & Nelson, LLC | 1,732 | $182.9K | 0.08% | −353−16.9% | Reduced |
| Ramirez Asset Management, Inc. | 1,741 | $183.9K | 0.04% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,751 | $185.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,785 | $188.6K | 0.01% | +3+0.2% | Added |
| Venturi Wealth Management, LLC | 1,859 | $196.4K | 0.01% | +1,682+950.3% | Added |
| Ransom Advisory, Ltd | 1,890 | $199.6K | 0.09% | −250−11.7% | Reduced |
| Oak Thistle LLC | 1,894 | $200.1K | 0.06% | +1,894 | New |
| Round Rock Advisors, LLC | 1,901 | $200.8K | 0.04% | +1+0.1% | Added |
| Sepio Capital, LP | 1,907 | $201.4K | 0.02% | +10+0.5% | Added |
| Allworth Financial LP | 1,843 | $202.3K | 0.00% | +734+66.2% | Added |
| Westpac Banking Corp | 1,920 | $202.8K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,925 | $203.3K | 0.00% | −234−10.8% | Reduced |
| Philip James Wealth Mangement, LLC | 1,925 | $203.4K | 0.03% | −897−31.8% | Reduced |
| Independent Financial Group, LLC | 1,927 | $203.5K | 0.01% | −131−6.4% | Reduced |