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 2026
Institutional positions in Zimmer Biomet Holdings, Inc. as of Mar 31, 2026. 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
- 919
- −13 vs. Q4 2025
- Shares held
- 192.4M
- +19.8M (+11.5%) vs. Q4 2025
- Total value
- $17.4B
- +$1.85B (+11.9%) vs. Q4 2025
- New holders
- 95
- 314 more added
- Sold out
- 108
- 304 more reduced
18 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Zimmer Biomet Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Consultiva Wealth Management, Corp. | 61 | $5.52K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 62 | $5.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 62 | $5.64K | 0.00% | −12−16.2% | Reduced |
| Financial Perspectives, Inc | 65 | $5.88K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 65 | $5.91K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 66 | $5.97K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 70 | $6.33K | 0.00% | −36−34.0% | Reduced |
| Cache Advisors, LLC | 71 | $6.42K | 0.00% | +71 | New |
| Jackson, Grant Investment Advisers, Inc. | 74 | $6.65K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $6.69K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 75 | $6.74K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 80 | $7.00K | 0.00% | −1−1.2% | Reduced |
| Capital Advisors, Ltd. LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 78 | $7.05K | 0.00% | −306−79.7% | Reduced |
| Kemnay Advisory Services Inc. | 79 | $7.14K | 0.00% | +79 | New |
| Peoples Financial Services Corp. | 80 | $7.23K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 80 | $7.23K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 80 | $7.23K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 80 | $7.23K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 80 | $7.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 86 | $7.78K | 0.00% | +39+83.0% | Added |
| Birchwood Financial Partners, Inc. | 88 | $7.97K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 90 | $8.14K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 92 | $8.32K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 93 | $8.43K | 0.00% | +50+116.3% | Added |
| Red Tortoise LLC | 95 | $8.63K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 97 | $8.77K | 0.00% | +97 | New |
| High Note Wealth, LLC | 98 | $8.86K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 98 | $8.86K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $9.04K | 0.00% | −994−90.9% | Reduced |
| Mascoma Wealth Management LLC | 100 | $9.04K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $9.04K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $9.04K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $9.04K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 100 | $9.04K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 100 | $9.04K | 0.00% | +100 | New |
| Pittenger & Anderson Inc | 102 | $9.22K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 102 | $9.22K | 0.00% | +96+1,600.0% | Added |
| Tradewinds Capital Management, LLC | 104 | $9.39K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 105 | $9.49K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 108 | $9.79K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 109 | $9.85K | 0.00% | +25+29.8% | Added |
| Aspect Partners, LLC | 109 | $9.86K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 110 | $9.95K | 0.00% | +3+2.8% | Added |
| BankPlus Trust Department | 112 | $10.1K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 112 | $10.1K | 0.00% | +3+2.8% | Added |
| S&T Bank | 120 | $10.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 120 | $10.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 121 | $10.9K | 0.00% | −1,031−89.5% | Reduced |
| North Star Investment Management Corp. | 121 | $10.9K | 0.00% | +33+37.5% | Added |
| Valley National Advisers Inc | 131 | $11.0K | 0.00% | −4−3.0% | Reduced |
| Coston, McIsaac & Partners | 124 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 123 | $11.1K | 0.00% | −25−16.9% | Reduced |
| Crews Bank & Trust | 124 | $11.2K | 0.00% | +124 | New |
| Bank of New Hampshire | 125 | $11.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 125 | $11.3K | 0.00% | +120+2,400.0% | Added |
| Quent Capital, LLC | 127 | $11.5K | 0.00% | +16+14.4% | Added |
| Advocate Investing Services LLC | 130 | $11.8K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 130 | $11.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 131 | $11.8K | 0.00% | +11+9.2% | Added |
| True Wealth Design, LLC | 131 | $11.8K | 0.00% | +87+197.7% | Added |
| Wall Street Access Asset Management, LLC | 132 | $11.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 132 | $11.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 140 | $12.7K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 142 | $12.8K | 0.00% | +142 | New |
| Basecamp Wealth Advisors LLC | 145 | $13.1K | 0.00% | −20−12.1% | Reduced |
| MTM Investment Management, LLC | 148 | $13.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $13.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 150 | $13.6K | 0.00% | +90+150.0% | Added |
| Ares Financial Consulting, LLC | 152 | $13.8K | 0.01% | +148+3,700.0% | Added |
| ZRC Wealth Management, LLC | 157 | $14.2K | 0.01% | −44−21.9% | Reduced |
| Old Second National Bank of Aurora | 160 | $14.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 160 | $14.5K | 0.00% | +100+166.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 160 | $14.5K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 161 | $14.6K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 169 | $15.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 167 | $15.1K | 0.00% | −31−15.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 168 | $15.2K | 0.00% | +34+25.4% | Added |
| International Assets Investment Management, LLC | 171 | $15.6K | 0.00% | −100−36.9% | Reduced |
| Sofos Investments, Inc. | 182 | $16.5K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 146 | $16.5K | 0.01% | −115−44.1% | Reduced |
| Massmutual Trust Co FSB | 193 | $17.5K | 0.00% | −360−65.1% | Reduced |
| Cedar Mountain Advisors, LLC | 199 | $18.0K | 0.00% | +199 | New |
| Kentucky Trust Co | 200 | $18.1K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 200 | $18.1K | 0.01% | +200 | New |
| Plante Moran Financial Advisors, LLC | 203 | $18.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 205 | $18.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 215 | $19.0K | 0.01% | −220−50.6% | Reduced |
| Global X Japan Co., Ltd. | 213 | $19.3K | 0.00% | +213 | New |
| New England Capital Financial Advisors LLC | 220 | $19.9K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $20.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 226 | $20.4K | 0.00% | −89−28.3% | Reduced |
| Harbor Asset Planning, Inc. | 226 | $20.4K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 227 | $20.5K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 229 | $20.8K | 0.01% | +5+2.2% | Added |
| Westside Investment Management, Inc. | 250 | $22.7K | 0.00% | −925−78.7% | Reduced |
| Creative Financial Designs Inc | 252 | $22.7K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 253 | $22.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 259 | $23.4K | 0.00% | −21−7.5% | Reduced |