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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 2,180 | $230.2K | 0.02% | −83−3.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,170 | $229.3K | 0.02% | +2,170 | New |
| Legacy Capital Group California, Inc. | 2,169 | $229.1K | 0.07% | −2−0.1% | Reduced |
| Perigon Wealth Management, LLC | 2,098 | $228.6K | 0.01% | −28−1.3% | Reduced |
| Keebeck Alpha, LP | 2,162 | $228.4K | 0.24% | +2,162 | New |
| Indiana Trust & Investment Management CO | 2,139 | $225.9K | 0.08% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,133 | $225.3K | 0.01% | +409+23.7% | Added |
| Physicians Financial Services, Inc. | 2,129 | $225.0K | 0.07% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,118 | $223.7K | 0.01% | +1,247+143.2% | Added |
| Canandaigua National Bank & Trust Co | 2,106 | $222.5K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,101 | $222.0K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 2,100 | $221.8K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 2,096 | $221.4K | 0.02% | −3−0.1% | Reduced |
| LaFleur & Godfrey LLC | 2,088 | $220.6K | 0.03% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 2,075 | $219.2K | 0.07% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,064 | $218.0K | 0.07% | +2,064 | New |
| Oarsman Capital, Inc. | 2,061 | $217.7K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 2,069 | $216.3K | 0.00% | −165−7.4% | Reduced |
| Commerzbank Aktiengesellschaft | 2,041 | $216.0K | 0.01% | +2,041 | New |
| Hara Capital LLC | 2,040 | $215.5K | 0.14% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 2,019 | $213.3K | 0.04% | −398−16.5% | Reduced |
| Optimize Financial Inc | 2,014 | $212.7K | 0.16% | +2,014 | New |
| Verdence Capital Advisors LLC | 2,009 | $212.2K | 0.02% | +2+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 2,000 | $211.3K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,989 | $210.0K | 0.11% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,982 | $209.4K | 0.02% | +1,982 | New |
| PharVision Advisers, LLC | 1,977 | $208.8K | 0.18% | +1,977 | New |
| Hunter Associates Investment Management LLC | 1,971 | $208.0K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,959 | $206.9K | 0.00% | +15+0.8% | Added |
| Ameritas Investment Partners, Inc. | 1,940 | $204.9K | 0.01% | −123−6.0% | Reduced |
| Brighton Jones LLC | 1,936 | $204.5K | 0.01% | +1,936 | New |
| Summit Financial, LLC | 1,924 | $203.7K | 0.01% | +1,924 | New |
| Independent Financial Group, LLC | 1,927 | $203.5K | 0.01% | −131−6.4% | Reduced |
| Philip James Wealth Mangement, LLC | 1,925 | $203.4K | 0.03% | −897−31.8% | Reduced |
| Kestra Private Wealth Services, LLC | 1,925 | $203.3K | 0.00% | −234−10.8% | Reduced |
| Westpac Banking Corp | 1,920 | $202.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,843 | $202.3K | 0.00% | +734+66.2% | Added |
| Sepio Capital, LP | 1,907 | $201.4K | 0.02% | +10+0.5% | Added |
| Round Rock Advisors, LLC | 1,901 | $200.8K | 0.04% | +1+0.1% | Added |
| Oak Thistle LLC | 1,894 | $200.1K | 0.06% | +1,894 | New |
| Ransom Advisory, Ltd | 1,890 | $199.6K | 0.09% | −250−11.7% | Reduced |
| Venturi Wealth Management, LLC | 1,859 | $196.4K | 0.01% | +1,682+950.3% | Added |
| Global Retirement Partners, LLC | 1,785 | $188.6K | 0.01% | +3+0.2% | Added |
| Plato Investment Management Ltd | 1,751 | $185.6K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,741 | $183.9K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,732 | $182.9K | 0.08% | −353−16.9% | Reduced |
| Evermay Wealth Management LLC | 1,698 | $179.7K | 0.03% | −60−3.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,700 | $179.6K | 0.05% | −300−15.0% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,631 | $172.3K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,584 | $167.3K | 0.00% | −19−1.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,562 | $165.4K | 0.00% | −1,490−48.8% | Reduced |
| Brown Brothers Harriman & Co | 1,418 | $149.8K | 0.00% | −388−21.5% | Reduced |
| Signaturefd, LLC | 1,387 | $146.5K | 0.00% | −471−25.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,342 | $141.8K | 0.13% | +1,342 | New |
| Horizon Bancorp Inc | 1,331 | $141.0K | 0.07% | −127−8.7% | Reduced |
| City State Bank | 1,332 | $140.7K | 0.05% | −440−24.8% | Reduced |
| Spire Wealth Management | 1,295 | $136.8K | 0.00% | +946+271.1% | Added |
| Peoples Bank | 1,230 | $129.9K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,130 | $119.5K | 0.00% | −76−6.3% | Reduced |
| Sandy Spring Bank | 1,118 | $118.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,085 | $114.6K | 0.04% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,047 | $110.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,026 | $108.3K | 0.00% | −693−40.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,000 | $105.6K | 0.06% | +1,000 | New |
| CKW Financial Group | 955 | $101.0K | 0.01% | +100+11.7% | Added |
| Harbor Investment Advisory, LLC | 955 | $100.9K | 0.01% | −23−2.4% | Reduced |
| Archer Investment Corp | 923 | $97.5K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 884 | $93.4K | 0.00% | +40+4.7% | Added |
| Private Trust Co NA | 863 | $91.2K | 0.01% | −109−11.2% | Reduced |
| Bruce G. Allen Investments, LLC | 859 | $90.7K | 0.07% | −5−0.6% | Reduced |
| Creative Financial Designs Inc | 855 | $90.3K | 0.01% | +84+10.9% | Added |
| LRI Investments, LLC | 846 | $89.4K | 0.01% | −248−22.7% | Reduced |
| Smartleaf Asset Management LLC | 820 | $86.4K | 0.01% | +57+7.5% | Added |
| Manchester Capital Management LLC | 809 | $85.5K | 0.01% | +21+2.7% | Added |
| Hazlett, Burt & Watson, Inc. | 815 | $85.0K | 0.04% | +156+23.7% | Added |
| Citizens National Bank Trust Department | 800 | $84.5K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 736 | $77.7K | 0.00% | −229−23.7% | Reduced |
| Golden State Wealth Management, LLC | 695 | $73.5K | 0.01% | +695 | New |
| Sentry Investment Management LLC | 686 | $72.0K | 0.03% | −334−32.7% | Reduced |
| Quarry LP | 680 | $71.8K | 0.01% | +570+518.2% | Added |
| TFC Financial Management | 677 | $71.5K | 0.01% | −30−4.2% | Reduced |
| Boyd Watterson Asset Management LLC | 675 | $71.3K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 673 | $71.3K | 0.04% | +494+276.0% | Added |
| CoreFirst Bank & Trust | 665 | $70.2K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 640 | $70.1K | 0.03% | +640 | New |
| Mather Group, LLC. | 661 | $69.8K | 0.00% | +332+100.9% | Added |
| Salem Investment Counselors Inc | 623 | $66.0K | 0.00% | −20−3.1% | Reduced |
| DT Investment Partners, LLC | 610 | $64.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 610 | $64.4K | 0.00% | −2,120−77.7% | Reduced |
| Loomis Sayles & Co L P | 608 | $64.0K | 0.00% | +608 | 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 |
| Pension & Wealth Management Advisors, Inc. | 595 | $62.9K | 0.03% | +595 | New |
| Geneos Wealth Management Inc. | 570 | $60.2K | 0.00% | −72−11.2% | Reduced |
| Harbour Investments, Inc. | 559 | $59.0K | 0.00% | −43−7.1% | Reduced |
| Optimum Investment Advisors | 550 | $58.1K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 550 | $58.1K | 0.06% | +550 | New |
| Group One Trading, L.P. | 540 | $57.0K | 0.00% | +540 | New |
| Caitong International Asset Management Co., Ltd | 510 | $53.9K | 0.05% | +510 | New |