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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 1,924 | $203.7K | 0.01% | +1,924 | New |
| Brighton Jones LLC | 1,936 | $204.5K | 0.01% | +1,936 | New |
| Ameritas Investment Partners, Inc. | 1,940 | $204.9K | 0.01% | −123−6.0% | Reduced |
| EP Wealth Advisors, LLC | 1,959 | $206.9K | 0.00% | +15+0.8% | Added |
| Hunter Associates Investment Management LLC | 1,971 | $208.0K | 0.03% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 1,977 | $208.8K | 0.18% | +1,977 | New |
| Callan Capital, LLC | 1,982 | $209.4K | 0.02% | +1,982 | New |
| Beaton Management Co. Inc. | 1,989 | $210.0K | 0.11% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 2,000 | $211.3K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 2,009 | $212.2K | 0.02% | +2+0.1% | Added |
| Optimize Financial Inc | 2,014 | $212.7K | 0.16% | +2,014 | New |
| First National Bank & Trust Co of Newtown | 2,019 | $213.3K | 0.04% | −398−16.5% | Reduced |
| Hara Capital LLC | 2,040 | $215.5K | 0.14% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,041 | $216.0K | 0.01% | +2,041 | New |
| Bokf, NA | 2,069 | $216.3K | 0.00% | −165−7.4% | Reduced |
| Oarsman Capital, Inc. | 2,061 | $217.7K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,064 | $218.0K | 0.07% | +2,064 | New |
| Horan Capital Advisors, LLC. | 2,075 | $219.2K | 0.07% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 2,088 | $220.6K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 2,096 | $221.4K | 0.02% | −3−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 2,100 | $221.8K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,101 | $222.0K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,106 | $222.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,118 | $223.7K | 0.01% | +1,247+143.2% | Added |
| Physicians Financial Services, Inc. | 2,129 | $225.0K | 0.07% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,133 | $225.3K | 0.01% | +409+23.7% | Added |
| Indiana Trust & Investment Management CO | 2,139 | $225.9K | 0.08% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 2,162 | $228.4K | 0.24% | +2,162 | New |
| Perigon Wealth Management, LLC | 2,098 | $228.6K | 0.01% | −28−1.3% | Reduced |
| Legacy Capital Group California, Inc. | 2,169 | $229.1K | 0.07% | −2−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,170 | $229.3K | 0.02% | +2,170 | New |
| Schechter Investment Advisors, LLC | 2,180 | $230.2K | 0.02% | −83−3.7% | Reduced |
| ELCO Management Co., LLC | 2,186 | $230.9K | 0.12% | −515−19.1% | Reduced |
| Trust Co of Vermont | 2,186 | $230.9K | 0.01% | −301−12.1% | Reduced |
| Am Investment Strategies LLC | 2,198 | $232.0K | 0.06% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,200 | $232.4K | 0.06% | +2,200 | New |
| Advisory Services Network, LLC | 2,218 | $234.3K | 0.00% | −3,326−60.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,226 | $235.1K | 0.06% | −529−19.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,230 | $235.9K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,254 | $238.1K | 0.01% | +110+5.1% | Added |
| Siemens Fonds Invest GmbH | 2,267 | $238.9K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,272 | $240.0K | 0.01% | −3,335−59.5% | Reduced |
| Moors & Cabot, Inc. | 2,281 | $241.0K | 0.01% | −36−1.6% | Reduced |
| Syon Capital LLC | 2,284 | $241.3K | 0.02% | +2,284 | New |
| GPS Wealth Strategies Group, LLC | 2,286 | $241.5K | 0.03% | −20−0.9% | Reduced |
| Sym Financial Corp | 2,287 | $241.5K | 0.03% | −183−7.4% | Reduced |
| GAMMA Investing LLC | 2,298 | $242.7K | 0.02% | +927+67.6% | Added |
| Boit C F David | 2,300 | $242.9K | 0.12% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 2,300 | $242.9K | 0.22% | +2,300 | New |
| Simplify Asset Management Inc. | 2,307 | $243.7K | 0.02% | −1,228−34.7% | Reduced |
| SageView Advisory Group, LLC | 2,310 | $244.0K | 0.01% | +300+14.9% | Added |
| Rossmore Private Capital | 2,310 | $244.0K | 0.03% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 2,310 | $244.0K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,311 | $244.1K | 0.02% | −126−5.2% | Reduced |
| King Luther Capital Management Corp | 2,323 | $245.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 2,336 | $246.8K | 0.01% | +1,477+171.9% | Added |
| Citizens Financial Group Inc | 2,359 | $249.1K | 0.00% | −24−1.0% | Reduced |
| Colonial Trust Co | 2,374 | $250.8K | 0.04% | −140−5.6% | Reduced |
| WealthShield Partners, LLC | 2,372 | $251.2K | 0.04% | −585−19.8% | Reduced |
| National Asset Management, Inc. | 2,388 | $252.8K | 0.01% | −16−0.7% | Reduced |
| Stokes Family Office, LLC | 2,404 | $253.9K | 0.03% | +6+0.3% | Added |
| Trust Asset Management LLC | 2,417 | $255.3K | 0.02% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,420 | $255.6K | 0.05% | +2,420 | New |
| New Wave Wealth Advisors LLC | 2,434 | $257.1K | 0.11% | +2,434 | New |
| Whitener Capital Management, Inc. | 2,435 | $257.2K | 0.07% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,440 | $257.7K | 0.24% | −100−3.9% | Reduced |
| Howland Capital Management LLC | 2,466 | $261.1K | 0.01% | +2,466 | New |
| Financial Advocates Investment Management | 2,476 | $261.6K | 0.01% | −577−18.9% | Reduced |
| Shell Asset Management Co | 2,485 | $262.0K | 0.01% | 00.0% | Unchanged |
| David Loasby | 2,519 | $263.3K | 0.02% | −1,327−34.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,500 | $264.1K | 0.08% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,505 | $264.6K | 0.01% | −2,749−52.3% | Reduced |
| Rise Advisors, LLC | 2,506 | $264.7K | 0.13% | +6+0.2% | Added |
| Moneta Group Investment Advisors LLC | 2,511 | $265.2K | 0.00% | −36−1.4% | Reduced |
| Cambria Investment Management, L.P. | 2,524 | $266.6K | 0.02% | +2,524 | New |
| Field & Main Bank | 2,560 | $270.4K | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 2,574 | $271.9K | 0.00% | −129−4.8% | Reduced |
| Kingsview Wealth Management, LLC | 2,578 | $272.4K | 0.01% | −1,094−29.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,583 | $272.8K | 0.01% | +62+2.5% | Added |
| Peapack Gladstone Financial Corp | 2,594 | $274.0K | 0.00% | +19+0.7% | Added |
| Lee Danner & Bass Inc | 2,631 | $277.9K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 2,655 | $280.4K | 0.01% | −2,903−52.2% | Reduced |
| Journey Advisory Group, LLC | 2,596 | $281.7K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 2,680 | $283.1K | 0.04% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,680 | $283.1K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,686 | $283.7K | 0.06% | +72+2.8% | Added |
| Stock Yards Bank & Trust Co | 2,688 | $283.9K | 0.01% | −25−0.9% | Reduced |
| Aberdeen Wealth Management LLC | 2,704 | $285.6K | 0.20% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 2,702 | $286.1K | 0.07% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,717 | $287.0K | 0.08% | +2,717 | New |
| Scientech Research LLC | 2,718 | $287.1K | 0.08% | −6,621−70.9% | Reduced |
| Morningstar Investment Services LLC | 2,735 | $289.0K | 0.03% | −22,038−89.0% | Reduced |
| IFP Advisors, Inc | 2,746 | $290.1K | 0.01% | −13−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,760 | $291.5K | 0.02% | +2,760 | New |
| Wealthfront Advisers LLC | 2,773 | $292.9K | 0.00% | −449−13.9% | Reduced |
| Horizon Investments, LLC | 2,787 | $294.4K | 0.01% | +23+0.8% | Added |
| Pensionmark Financial Group, LLC | 2,791 | $294.8K | 0.01% | −8−0.3% | Reduced |
| River Wealth Advisors LLC | 2,796 | $295.3K | 0.04% | −415−12.9% | Reduced |
| Profund Advisors LLC | 2,801 | $295.9K | 0.01% | −573−17.0% | Reduced |
| Coldstream Capital Management Inc | 2,807 | $296.5K | 0.01% | +24+0.9% | Added |