Institutional Ownership Zimmer Biomet Holdings, Inc. (ZBH)
This table provides information about the institutional ownership of Zimmer Biomet Holdings, Inc. (ZBH). We have compiled data on the 1,103 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
67
shares
|
$6,490
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
65
shares
|
$6,296
0.0% of portfolio
|
Q4 2021
Reduced 79.03%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
65
shares
|
$6,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
63
shares
|
$6,102
0.0% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
62
shares
|
$6,005
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
61
shares
|
$5,909
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
60
shares
|
$5,812
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
60
shares
|
$5,812
0.0% of portfolio
|
Q3 2024
Reduced 26.83%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
59
shares
|
$5,715
0.0% of portfolio
|
Q4 2024
Added 37.21%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
56
shares
|
$5,424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
56
shares
|
$5,424
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
55
shares
|
$5,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
55
shares
|
$5,327
0.0% of portfolio
|
Q1 2025
Reduced 99.87%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
55
shares
|
$5,327
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
50
shares
|
$4,843
0.0% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
50
shares
|
$4,843
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
50
shares
|
$4,843
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
50
shares
|
$4,843
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
50
shares
|
$4,843
0.0% of portfolio
|
Q1 2025
Reduced 88.74%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
48
shares
|
$4,649
0.0% of portfolio
|
Q1 2025
Reduced 81.95%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
46
shares
|
$4,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
45
shares
|
$4,359
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
44
shares
|
$4,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
43
shares
|
$4,165
0.0% of portfolio
|
Q4 2022
Added 2.38%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
43
shares
|
$4,165
0.0% of portfolio
|
Q1 2025
Added 22.86%
|