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, Q1 2025
Institutional positions in Zimmer Biomet Holdings, Inc. as of Mar 31, 2025. 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
- 1,006
- −12 vs. Q4 2024
- Shares held
- 185.3M
- +4.08M (+2.2%) vs. Q4 2024
- Total value
- $21.0B
- +$1.84B (+9.6%) vs. Q4 2024
- New holders
- 88
- 300 more added
- Sold out
- 100
- 389 more reduced
15 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 83 | $9.00K | 0.00% | −59−41.5% | Reduced |
| Cheviot Value Management, LLC | 100 | $9.05K | 0.00% | +100 | New |
| Peoples Financial Services Corp. | 80 | $9.05K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 80 | $9.05K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 80 | $9.05K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 81 | $9.24K | 0.01% | −1−1.2% | Reduced |
| McIlrath & Eck, LLC | 82 | $9.27K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 86 | $9.73K | 0.00% | +83+2,766.7% | Added |
| Albion Financial Group | 90 | $10.2K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 96 | $10.9K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 97 | $10.9K | 0.00% | +1+1.0% | Added |
| High Note Wealth, LLC | 98 | $11.1K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 98 | $11.1K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 100 | $11.3K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 102 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 103 | $11.6K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 103 | $11.7K | 0.01% | +103 | New |
| Plante Moran Financial Advisors, LLC | 103 | $11.7K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 104 | $11.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 105 | $11.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $12.0K | 0.00% | −12−10.1% | Reduced |
| Quarry LP | 107 | $12.1K | 0.00% | −573−84.3% | Reduced |
| NewSquare Capital LLC | 110 | $12.4K | 0.00% | −67−37.9% | Reduced |
| Concord Wealth Partners | 111 | $12.5K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 112 | $12.7K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 114 | $12.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 115 | $13.0K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 116 | $13.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 118 | $13.4K | 0.00% | −19−13.9% | Reduced |
| S&T Bank | 120 | $13.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 120 | $13.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 120 | $13.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 121 | $13.7K | 0.00% | −6−4.7% | Reduced |
| Valley National Advisers Inc | 131 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 123 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 124 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 125 | $14.1K | 0.00% | −95−43.2% | Reduced |
| Bank of New Hampshire | 125 | $14.1K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 127 | $14.4K | 0.01% | +28+28.3% | Added |
| Tower View Investment Management & Research LLC | 130 | $14.7K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 131 | $14.8K | 0.00% | +10+8.3% | Added |
| McClarren Financial Advisors, Inc. | 140 | $15.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 136 | $15.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 140 | $15.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 143 | $16.2K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 144 | $16.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 145 | $16.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 147 | $16.6K | 0.00% | −31−17.4% | Reduced |
| Bank of Jackson Hole Trust | 161 | $16.8K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 159 | $17.0K | 0.01% | +159 | New |
| Red Tortoise LLC | 156 | $17.7K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 160 | $18.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 165 | $18.7K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $19.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 170 | $19.2K | 0.00% | −113−39.9% | Reduced |
| Winthrop Capital Management, LLC | 180 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 178 | $20.1K | 0.01% | −125−41.3% | Reduced |
| Tompkins Financial Corp | 180 | $20.4K | 0.00% | −50−21.7% | Reduced |
| Abound Wealth Management | 180 | $20.4K | 0.01% | −2−1.1% | Reduced |
| Sofos Investments, Inc. | 182 | $20.6K | 0.00% | +182 | New |
| CVA Family Office, LLC | 185 | $20.9K | 0.00% | −18−8.9% | Reduced |
| AdvisorNet Financial, Inc | 190 | $21.5K | 0.00% | −55−22.4% | Reduced |
| TD Waterhouse Canada Inc. | 196 | $22.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 195 | $22.1K | 0.00% | −284−59.3% | Reduced |
| Oakworth Capital, Inc. | 200 | $22.6K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 201 | $22.8K | 0.00% | −70−25.8% | Reduced |
| Cromwell Holdings LLC | 201 | $22.8K | 0.01% | −472−70.1% | Reduced |
| Washington Trust Co | 210 | $23.8K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 213 | $24.1K | 0.02% | +213 | New |
| CNB Bank | 214 | $24.2K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 217 | $24.6K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 218 | $24.7K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $25.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 227 | $25.7K | 0.00% | +3+1.3% | Added |
| Hemington Wealth Management | 246 | $27.0K | 0.00% | +34+16.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 240 | $27.1K | 0.01% | +240 | New |
| Stonebridge Financial Group, LLC | 242 | $27.4K | 0.00% | +2+0.8% | Added |
| Creative Capital Management Investments LLC | 253 | $28.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 260 | $29.4K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 260 | $29.4K | 0.00% | +260 | New |
| Washington Trust Advisors, Inc. | 262 | $29.7K | 0.00% | +262 | New |
| Columbia River Financial Group, LLC | 272 | $30.0K | 0.02% | +272 | New |
| Continuum Advisory, LLC | 280 | $31.7K | 0.00% | −117−29.5% | Reduced |
| Bangor Savings Bank | 289 | $32.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 295 | $33.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 297 | $33.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 297 | $33.6K | 0.01% | +34+12.9% | Added |
| Hopwood Financial Services, Inc. | 300 | $34.0K | 0.03% | −200−40.0% | Reduced |
| Ridgewood Investments LLC | 300 | $34.0K | 0.02% | −100−25.0% | Reduced |
| Tacita Capital Inc | 300 | $34.0K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 300 | $34.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 330 | $34.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 301 | $34.1K | 0.02% | 00.0% | Unchanged |