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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 1,997 | $226.0K | 0.05% | −22−1.1% | Reduced |
| Principal Securities, Inc. | 2,133 | $225.3K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,972 | $223.0K | 0.04% | −129−6.1% | Reduced |
| Versant Capital Management, Inc | 1,962 | $222.1K | 0.04% | +1,784+1,002.2% | Added |
| Buckingham Strategic Partners | 1,955 | $221.4K | 0.00% | +1,955 | New |
| Beaton Management Co. Inc. | 1,949 | $221.0K | 0.11% | −40−2.0% | Reduced |
| 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 |
| Westpac Banking Corp | 1,920 | $217.3K | 0.02% | 00.0% | Unchanged |
| 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 |
| Brighton Jones LLC | 1,892 | $214.1K | 0.01% | −44−2.3% | Reduced |
| Ransom Advisory, Ltd | 1,890 | $213.9K | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,884 | $213.3K | 0.01% | −214−10.2% | Reduced |
| Whitener Capital Management, Inc. | 1,865 | $211.1K | 0.06% | −570−23.4% | Reduced |
| Advisory Services Network, LLC | 1,852 | $209.6K | 0.00% | −366−16.5% | Reduced |
| Allworth Financial LP | 2,065 | $209.6K | 0.00% | +222+12.0% | Added |
| United Bank | 1,838 | $208.0K | 0.03% | +1,838 | New |
| Old National Bancorp | 1,832 | $207.3K | 0.01% | +1,832 | New |
| White Pine Capital LLC | 1,825 | $206.6K | 0.07% | +1,825 | New |
| WealthPlan Investment Management, LLC | 1,807 | $204.5K | 0.02% | +1,807 | New |
| IFP Advisors, Inc | 1,798 | $203.6K | 0.01% | −948−34.5% | Reduced |
| EP Wealth Advisors, LLC | 1,799 | $203.6K | 0.00% | −160−8.2% | Reduced |
| Insight Inv LLC | 1,790 | $202.6K | 0.14% | +1,790 | New |
| Trust Co of Vermont | 1,784 | $201.9K | 0.01% | −402−18.4% | Reduced |
| Plato Investment Management Ltd | 1,751 | $200.3K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,768 | $200.0K | 0.02% | +1,767+176,700.0% | Added |
| Brown, Lisle/Cummings, Inc. | 1,700 | $192.4K | 0.06% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,631 | $184.6K | 0.08% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,618 | $183.5K | 0.02% | −80−4.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,615 | $182.8K | 0.06% | +530+48.8% | Added |
| Brown Brothers Harriman & Co | 1,476 | $167.1K | 0.00% | +58+4.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,453 | $164.8K | 0.00% | −109−7.0% | Reduced |
| Archer Investment Corp | 1,423 | $161.1K | 0.04% | +500+54.2% | Added |
| Exchange Traded Concepts, LLC | 1,386 | $156.9K | 0.00% | −198−12.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,342 | $151.9K | 0.15% | 00.0% | Unchanged |
| City State Bank | 1,332 | $150.8K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,301 | $147.2K | 0.00% | −86−6.2% | Reduced |
| Peoples Bank | 1,230 | $139.2K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,204 | $136.3K | 0.01% | −914−43.2% | Reduced |
| Horizon Bancorp Inc | 1,186 | $134.0K | 0.08% | −145−10.9% | Reduced |
| Sandy Spring Bank | 1,115 | $126.2K | 0.01% | −3−0.3% | Reduced |
| LRI Investments, LLC | 1,094 | $123.8K | 0.01% | +248+29.3% | Added |
| Parallel Advisors, LLC | 1,092 | $123.6K | 0.00% | −38−3.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,000 | $113.2K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 958 | $108.4K | 0.01% | +3+0.3% | Added |
| Private Trust Co NA | 936 | $105.9K | 0.01% | +73+8.5% | Added |
| Federated Hermes, Inc. | 930 | $105.3K | 0.00% | +194+26.4% | Added |
| Ronald Blue Trust, Inc. | 922 | $104.4K | 0.00% | −104−10.1% | Reduced |
| TD Private Client Wealth LLC | 911 | $103.1K | 0.00% | +768+537.1% | Added |
| TCTC Holdings, LLC | 892 | $101.0K | 0.00% | +8+0.9% | Added |
| Bruce G. Allen Investments, LLC | 844 | $95.5K | 0.08% | −15−1.7% | Reduced |
| Manchester Capital Management LLC | 837 | $94.7K | 0.01% | +28+3.5% | Added |
| Flaharty Asset Management, LLC | 831 | $94.1K | 0.01% | +831 | New |
| Creative Financial Designs Inc | 802 | $90.8K | 0.01% | −53−6.2% | Reduced |
| Citizens National Bank Trust Department | 800 | $90.5K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 761 | $87.0K | 0.04% | −54−6.6% | Reduced |
| Sarver Vrooman Wealth Advisors | 738 | $83.5K | 0.06% | +738 | New |
| Smartleaf Asset Management LLC | 737 | $82.7K | 0.01% | −83−10.1% | Reduced |
| New Age Alpha Advisors, LLC | 696 | $78.8K | 0.00% | +696 | New |
| Johnson Financial Group, Inc. | 678 | $76.9K | 0.00% | +678 | New |
| TFC Financial Management | 677 | $76.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 677 | $76.6K | 0.01% | −18−2.6% | Reduced |
| Boyd Watterson Asset Management LLC | 675 | $76.4K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 653 | $73.9K | 0.00% | +83+14.6% | Added |
| S.A. Mason LLC | 625 | $70.7K | 0.04% | +25+4.2% | Added |
| Salem Investment Counselors Inc | 623 | $70.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 620 | $70.2K | 0.00% | +61+10.9% | Added |
| DT Investment Partners, LLC | 610 | $69.0K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 600 | $67.9K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 595 | $67.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 558 | $63.2K | 0.00% | −52−8.5% | Reduced |
| Optimum Investment Advisors | 550 | $62.2K | 0.03% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 550 | $62.2K | 0.07% | 00.0% | Unchanged |
| Mather Group, LLC. | 513 | $58.1K | 0.00% | −148−22.4% | Reduced |
| Acadian Asset Management LLC | 510 | $57.0K | 0.00% | 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 |
| American National Bank | 490 | $55.5K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 528 | $55.0K | 0.04% | −158−23.0% | Reduced |
| Delta Asset Management LLC | 480 | $54.3K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 480 | $54.3K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 461 | $52.1K | 0.01% | +145+45.9% | Added |
| Ramirez Asset Management, Inc. | 450 | $50.9K | 0.01% | −1,291−74.2% | Reduced |
| JNBA Financial Advisors | 435 | $49.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 429 | $48.6K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 425 | $48.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 425 | $48.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 421 | $47.6K | 0.00% | +421 | New |
| Kiker Wealth Management, LLC | 401 | $45.4K | 0.03% | +401 | New |
| 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 |
| Glen Eagle Advisors, LLC | 396 | $44.8K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 384 | $43.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 407 | $43.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 377 | $42.7K | 0.00% | −2−0.5% | Reduced |
| CoreCap Advisors, LLC | 376 | $42.6K | 0.00% | −34−8.3% | Reduced |
| Kentucky Trust Co | 365 | $41.3K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 352 | $39.8K | 0.03% | 00.0% | Unchanged |