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 |
|---|---|---|---|---|---|
| Accent Capital Management, LLC | 307 | $34.8K | 0.02% | +307 | New |
| Cullen/Frost Bankers, Inc. | 326 | $36.9K | 0.00% | +305+1,452.4% | Added |
| Parkside Financial Bank & Trust | 334 | $37.8K | 0.00% | −68−16.9% | Reduced |
| Accredited Wealth Management, LLC | 343 | $38.8K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 400 | $39.8K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 352 | $39.8K | 0.03% | 00.0% | Unchanged |
| Kentucky Trust Co | 365 | $41.3K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 376 | $42.6K | 0.00% | −34−8.3% | Reduced |
| First Horizon Advisors, Inc. | 377 | $42.7K | 0.00% | −2−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 407 | $43.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 384 | $43.5K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 396 | $44.8K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 395 | $45.0K | 0.00% | −213−35.0% | Reduced |
| Smithfield Trust Co | 398 | $45.0K | 0.00% | −48−10.8% | Reduced |
| FNY Investment Advisers, LLC | 400 | $45.0K | 0.03% | +190+90.5% | Added |
| Kiker Wealth Management, LLC | 401 | $45.4K | 0.03% | +401 | New |
| Zions Bancorporation, National Association | 421 | $47.6K | 0.00% | +421 | New |
| Webster Bank, N. A. | 425 | $48.1K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 425 | $48.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 429 | $48.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 435 | $49.2K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 450 | $50.9K | 0.01% | −1,291−74.2% | Reduced |
| Skopos Labs, Inc. | 461 | $52.1K | 0.01% | +145+45.9% | Added |
| Delta Asset Management LLC | 480 | $54.3K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 480 | $54.3K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 528 | $55.0K | 0.04% | −158−23.0% | Reduced |
| American National Bank | 490 | $55.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 500 | $56.6K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 500 | $56.6K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 510 | $57.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 513 | $58.1K | 0.00% | −148−22.4% | Reduced |
| Optimum Investment Advisors | 550 | $62.2K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 550 | $62.2K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 558 | $63.2K | 0.00% | −52−8.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 595 | $67.3K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 600 | $67.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 610 | $69.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 620 | $70.2K | 0.00% | +61+10.9% | Added |
| Salem Investment Counselors Inc | 623 | $70.7K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 625 | $70.7K | 0.04% | +25+4.2% | Added |
| Geneos Wealth Management Inc. | 653 | $73.9K | 0.00% | +83+14.6% | Added |
| Boyd Watterson Asset Management LLC | 675 | $76.4K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 677 | $76.6K | 0.01% | −18−2.6% | Reduced |
| TFC Financial Management | 677 | $76.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 678 | $76.9K | 0.00% | +678 | New |
| New Age Alpha Advisors, LLC | 696 | $78.8K | 0.00% | +696 | New |
| Smartleaf Asset Management LLC | 737 | $82.7K | 0.01% | −83−10.1% | Reduced |
| Sarver Vrooman Wealth Advisors | 738 | $83.5K | 0.06% | +738 | New |
| Hazlett, Burt & Watson, Inc. | 761 | $87.0K | 0.04% | −54−6.6% | Reduced |
| Citizens National Bank Trust Department | 800 | $90.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 802 | $90.8K | 0.01% | −53−6.2% | Reduced |
| Flaharty Asset Management, LLC | 831 | $94.1K | 0.01% | +831 | New |
| Manchester Capital Management LLC | 837 | $94.7K | 0.01% | +28+3.5% | Added |
| Bruce G. Allen Investments, LLC | 844 | $95.5K | 0.08% | −15−1.7% | Reduced |
| TCTC Holdings, LLC | 892 | $101.0K | 0.00% | +8+0.9% | Added |
| TD Private Client Wealth LLC | 911 | $103.1K | 0.00% | +768+537.1% | Added |
| Ronald Blue Trust, Inc. | 922 | $104.4K | 0.00% | −104−10.1% | Reduced |
| Federated Hermes, Inc. | 930 | $105.3K | 0.00% | +194+26.4% | Added |
| Private Trust Co NA | 936 | $105.9K | 0.01% | +73+8.5% | Added |
| Harbor Investment Advisory, LLC | 958 | $108.4K | 0.01% | +3+0.3% | Added |
| Richards, Merrill & Peterson, Inc. | 1,000 | $113.2K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,092 | $123.6K | 0.00% | −38−3.4% | Reduced |
| LRI Investments, LLC | 1,094 | $123.8K | 0.01% | +248+29.3% | Added |
| Sandy Spring Bank | 1,115 | $126.2K | 0.01% | −3−0.3% | Reduced |
| Horizon Bancorp Inc | 1,186 | $134.0K | 0.08% | −145−10.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,204 | $136.3K | 0.01% | −914−43.2% | Reduced |
| Peoples Bank | 1,230 | $139.2K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,301 | $147.2K | 0.00% | −86−6.2% | Reduced |
| City State Bank | 1,332 | $150.8K | 0.05% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,342 | $151.9K | 0.15% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,386 | $156.9K | 0.00% | −198−12.5% | Reduced |
| Archer Investment Corp | 1,423 | $161.1K | 0.04% | +500+54.2% | Added |
| Bartlett & Co. Wealth Management LLC | 1,453 | $164.8K | 0.00% | −109−7.0% | Reduced |
| Brown Brothers Harriman & Co | 1,476 | $167.1K | 0.00% | +58+4.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,615 | $182.8K | 0.06% | +530+48.8% | Added |
| Evermay Wealth Management LLC | 1,618 | $183.5K | 0.02% | −80−4.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,631 | $184.6K | 0.08% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,700 | $192.4K | 0.06% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,768 | $200.0K | 0.02% | +1,767+176,700.0% | Added |
| Plato Investment Management Ltd | 1,751 | $200.3K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,784 | $201.9K | 0.01% | −402−18.4% | Reduced |
| Insight Inv LLC | 1,790 | $202.6K | 0.14% | +1,790 | New |
| EP Wealth Advisors, LLC | 1,799 | $203.6K | 0.00% | −160−8.2% | Reduced |
| IFP Advisors, Inc | 1,798 | $203.6K | 0.01% | −948−34.5% | Reduced |
| WealthPlan Investment Management, LLC | 1,807 | $204.5K | 0.02% | +1,807 | New |
| White Pine Capital LLC | 1,825 | $206.6K | 0.07% | +1,825 | New |
| Old National Bancorp | 1,832 | $207.3K | 0.01% | +1,832 | New |
| United Bank | 1,838 | $208.0K | 0.03% | +1,838 | New |
| Allworth Financial LP | 2,065 | $209.6K | 0.00% | +222+12.0% | Added |
| Advisory Services Network, LLC | 1,852 | $209.6K | 0.00% | −366−16.5% | Reduced |
| Whitener Capital Management, Inc. | 1,865 | $211.1K | 0.06% | −570−23.4% | Reduced |
| Perigon Wealth Management, LLC | 1,884 | $213.3K | 0.01% | −214−10.2% | Reduced |
| Ransom Advisory, Ltd | 1,890 | $213.9K | 0.11% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,892 | $214.1K | 0.01% | −44−2.3% | Reduced |
| Sepio Capital, LP | 1,905 | $215.6K | 0.02% | −2−0.1% | Reduced |
| Round Rock Advisors, LLC | 1,905 | $215.6K | 0.04% | +4+0.2% | Added |
| Westpac Banking Corp | 1,920 | $217.3K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,940 | $219.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,940 | $219.6K | 0.02% | +1,526+368.6% | Added |
| Beaton Management Co. Inc. | 1,949 | $221.0K | 0.11% | −40−2.0% | Reduced |