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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 5,298 | $599.6K | 0.12% | −711−11.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,294 | $599.2K | 0.15% | +976+22.6% | Added |
| Gateway Investment Advisers LLC | 5,278 | $597.4K | 0.01% | −855−13.9% | Reduced |
| Wahed Invest LLC | 5,182 | $586.5K | 0.10% | −106−2.0% | Reduced |
| Welch Group, LLC | 5,208 | $584.6K | 0.03% | −53−1.0% | Reduced |
| Foundry Partners, LLC | 5,154 | $583.3K | 0.03% | −302−5.5% | Reduced |
| Busey Wealth Management | 5,120 | $579.5K | 0.02% | −89−1.7% | Reduced |
| Quest Partners LLC | 5,120 | $579.5K | 0.06% | +5,120 | New |
| Financial Counselors Inc | 4,984 | $564.1K | 0.01% | −9−0.2% | Reduced |
| Snowden Capital Advisors LLC | 4,961 | $562.7K | 0.02% | +99+2.0% | Added |
| Leonteq Securities AG | 4,938 | $559.0K | 0.04% | −4,915−49.9% | Reduced |
| GF Fund Management Co. Ltd. | 4,903 | $554.9K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 4,843 | $548.1K | 0.00% | −65−1.3% | Reduced |
| Rice Hall James & Associates, LLC | 4,843 | $548.1K | 0.03% | +23+0.5% | Added |
| New World Advisors LLC | 4,838 | $547.6K | 0.12% | +1,025+26.9% | Added |
| Financial Advisory Corp | 4,826 | $546.0K | 0.18% | −143−2.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,800 | $543.3K | 0.08% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,772 | $540.1K | 0.01% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 5,114 | $525.7K | 0.26% | +1,399+37.7% | Added |
| United Services Automobile Association | 4,681 | $525.5K | 0.02% | +4,681 | New |
| Highline Wealth Partners LLC | 4,641 | $525.3K | 0.18% | −12−0.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,613 | $522.1K | 0.14% | −36−0.8% | Reduced |
| NBT Bank N A | 4,582 | $518.6K | 0.04% | −874−16.0% | Reduced |
| Clearstead Advisors, LLC | 4,571 | $517.4K | 0.01% | +57+1.3% | Added |
| Fisher Asset Management, LLC | 4,570 | $517.3K | 0.00% | −678−12.9% | Reduced |
| Forum Financial Management, LP | 4,559 | $516.0K | 0.01% | +1,050+29.9% | Added |
| BLB&B Advisors, LLC | 4,475 | $506.5K | 0.03% | −125−2.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,472 | $506.1K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 4,443 | $502.8K | 0.03% | +4+0.1% | Added |
| Pettee Investors, Inc. | 4,439 | $502.4K | 0.30% | −987−18.2% | Reduced |
| Resonant Capital Advisors, LLC | 4,417 | $501.0K | 0.03% | −83−1.8% | Reduced |
| Ostrum Asset Management | 4,365 | $494.0K | 0.03% | −116−2.6% | Reduced |
| Unique Wealth Strategies, LLC | 4,351 | $492.4K | 0.22% | +879+25.3% | Added |
| Umb Bank N A | 4,339 | $491.1K | 0.01% | −503−10.4% | Reduced |
| Everence Capital Management Inc | 4,340 | $491.0K | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,316 | $488.5K | 0.01% | +4,316 | New |
| Man Group plc | 4,268 | $483.1K | 0.00% | −46,888−91.7% | Reduced |
| Curbstone Financial Management Corp | 4,266 | $482.8K | 0.10% | +140+3.4% | Added |
| Dorsey & Whitney Trust CO LLC | 4,253 | $481.4K | 0.03% | −341−7.4% | Reduced |
| Agf Management Ltd | 4,247 | $480.7K | 0.00% | −1,338−24.0% | Reduced |
| First Eagle Investment Management, LLC | 4,226 | $478.3K | 0.00% | −300−6.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,198 | $475.1K | 0.02% | −22,450−84.2% | Reduced |
| APG Asset Management US Inc. | 4,209 | $473.0K | 0.00% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,176 | $472.6K | 0.11% | −4−0.1% | Reduced |
| Burns J W & Co Inc | 4,173 | $472.3K | 0.06% | −661−13.7% | Reduced |
| Argent Trust Co | 4,164 | $471.3K | 0.02% | +419+11.2% | Added |
| Vestcor Inc | 4,159 | $471.0K | 0.02% | +9+0.2% | Added |
| Silvercrest Asset Management Group LLC | 4,139 | $468.5K | 0.00% | +635+18.1% | Added |
| Guyasuta Investment Advisors Inc | 4,120 | $466.3K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,083 | $462.1K | 0.02% | +3,610+763.2% | Added |
| Nixon Peabody Trust Co | 4,080 | $461.8K | 0.04% | +60+1.5% | Added |
| William B. Walkup & Associates, Inc. | 4,036 | $456.8K | 0.28% | 00.0% | Unchanged |
| Savant Capital, LLC | 3,982 | $450.6K | 0.00% | +205+5.4% | Added |
| Duncker Streett & Co Inc | 3,966 | $448.9K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,957 | $448.0K | 0.00% | −2,152−35.2% | Reduced |
| Connecticut Wealth Management, LLC | 3,953 | $447.4K | 0.02% | 00.0% | Unchanged |
| LSV Asset Management | 3,900 | $441.0K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 3,836 | $434.2K | 0.03% | 00.0% | Unchanged |
| Aristotle Capital Management, LLC | 3,833 | $433.8K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 3,833 | $433.8K | 0.00% | +265+7.4% | Added |
| Wealthfront Advisers LLC | 3,803 | $430.4K | 0.00% | +1,030+37.1% | Added |
| Boltwood Capital Management | 3,798 | $429.9K | 0.13% | +40+1.1% | Added |
| Ballentine Partners, LLC | 3,788 | $428.7K | 0.01% | −783−17.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 3,694 | $418.1K | 0.15% | −503−12.0% | Reduced |
| Merit Financial Group, LLC | 3,691 | $417.7K | 0.01% | +27+0.7% | Added |
| Pflug Koory, LLC | 3,685 | $417.1K | 0.23% | +17+0.5% | Added |
| Roman Butler Fullerton & Co | 4,167 | $405.3K | 0.16% | −34−0.8% | Reduced |
| North Star Asset Management Inc | 3,580 | $405.2K | 0.02% | +417+13.2% | Added |
| Graypoint LLC | 3,566 | $403.6K | 0.03% | −430−10.8% | Reduced |
| Eastern Bank | 3,540 | $400.7K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,539 | $400.5K | 0.01% | +1,614+83.8% | Added |
| MUFG Securities Americas Inc. | 3,524 | $398.8K | 0.05% | +585+19.9% | Added |
| Money Concepts Capital Corp | 3,518 | $398.1K | 0.03% | −20−0.6% | Reduced |
| GAMMA Investing LLC | 3,502 | $396.4K | 0.03% | +1,204+52.4% | Added |
| one8zero8, LLC | 3,500 | $396.1K | 0.09% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 3,432 | $388.4K | 0.15% | +3,432 | New |
| Financial Network Wealth Management LLC | 3,437 | $388.0K | 0.14% | −283−7.6% | Reduced |
| McMorgan & Co LLC | 3,428 | $388.0K | 0.06% | −200−5.5% | Reduced |
| J.W. Cole Advisors, Inc. | 3,425 | $387.7K | 0.01% | +3,425 | New |
| Regions Financial Corp | 3,397 | $384.5K | 0.00% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,389 | $383.6K | 0.01% | +1,117+49.2% | Added |
| Penserra Capital Management LLC | 3,383 | $382.0K | 0.01% | −1,292−27.6% | Reduced |
| Prudential PLC | 3,354 | $379.6K | 0.00% | −70,627−95.5% | Reduced |
| Personal Cfo Solutions, LLC | 3,346 | $378.7K | 0.08% | +660+24.6% | Added |
| Evercore Wealth Management, LLC | 3,342 | $378.2K | 0.01% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,340 | $378.0K | 0.02% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 3,301 | $373.6K | 0.01% | −700−17.5% | Reduced |
| E Fund Management Co., Ltd. | 3,294 | $372.8K | 0.02% | −236−6.7% | Reduced |
| Choate Investment Advisors | 3,286 | $371.9K | 0.01% | +16+0.5% | Added |
| Suvretta Capital Management, LLC | 3,260 | $369.0K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,254 | $368.3K | 0.09% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,249 | $367.8K | 0.02% | +45+1.4% | Added |
| Cornerstone Wealth Group, LLC | 3,191 | $361.2K | 0.03% | −41−1.3% | Reduced |
| Park Edge Advisors, LLC | 3,171 | $358.9K | 0.10% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,160 | $357.6K | 0.04% | −966−23.4% | Reduced |
| Congress Wealth Management LLC | 3,123 | $353.2K | 0.00% | +236+8.2% | Added |
| ISAM Funds (UK) Ltd | 3,117 | $352.8K | 0.17% | +3,117 | New |
| Chicago Partners Investment Group LLC | 3,741 | $352.2K | 0.01% | +530+16.5% | Added |
| David Loasby | 3,435 | $351.3K | 0.03% | +916+36.4% | Added |
| Probity Advisors, Inc. | 3,085 | $349.2K | 0.07% | −116−3.6% | Reduced |