ZIMMER BIOMET HOLDINGS INC (ZBH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 190,955,157 shares against 190,737,689 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dodge & Cox | $2.1B | 24,124,735 | 1.09% | 18q | +2.5%+$50.1M |
| BlackRock, Inc. | $1.3B | 15,614,847 | 0.02% | 8q | +1.8%+$23.6M |
| HARRIS ASSOCIATES L P | $1.1B | 12,738,025 | 1.45% | 5q | -1.7%-$19.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 12,634,937 | 0.02% | 2q | -1.2%-$13.6M |
| Capital International Investors | $1.0B | 12,183,614 | 0.22% | 5q | +33.6%+$263.8M |
| STATE STREET CORP | $766.3M | 8,877,171 | 0.02% | 31q | +0.6%+$4.5M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $726.7M | 8,441,747 | 0.03% | 2q | -2.4%-$17.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $458.7M | 5,349,223 | 0.02% | 31q | -0.6%-$2.6M |
| Invesco Ltd. | $342.6M | 3,979,860 | 0.03% | 31q | +10.4%+$32.2M |
| PRIMECAP MANAGEMENT CO/CA/ | $328.6M | 3,816,680 | 0.19% | 31q | -2.3%-$7.8M |
| CITADEL ADVISORS LLC | $316.1M | 3,477,472 | 0.04% | 31q | +152.2%+$190.8M |
| VAN ECK ASSOCIATES CORP | $301.5M | 3,501,654 | 0.18% | 31q | -7.0%-$22.6M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $237.7M | 2,761,429 | 0.69% | 31q | -1.1%-$2.7M |
| UBS Group AG | $237.5M | 2,758,615 | 0.03% | 31q | +100.9%+$119.3M |
| AMERICAN CENTURY COMPANIES INC | $236.3M | 2,744,463 | 0.10% | 31q | -30.8%-$104.9M |
| MORGAN STANLEY | $223.1M | 2,591,503 | 0.01% | 35q | +27.7%+$48.4M |
| BANK OF AMERICA CORP /DE/ | $187.5M | 2,177,724 | 0.01% | 31q | +40.5%+$54.1M |
| NORTHERN TRUST CORP | $169.2M | 1,965,052 | 0.02% | 31q | -2.9%-$5.0M |
| DIMENSIONAL FUND ADVISORS LP | $168.7M | 1,958,313 | 0.03% | 31q | -12.0%-$22.9M |
| EQUITY INVESTMENT CORP | $144.7M | 1,681,360 | 2.76% | 8q | -3.6%-$5.4M |
| NORGES BANK | $136.7M | 1,587,431 | 0.01% | 32q | -35.5%-$75.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $134.5M | 1,562,139 | 0.06% | 17q | +41.5%+$39.4M |
| Legal & General Group Plc | $126.2M | 1,465,529 | 0.03% | 31q | -4.6%-$6.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $125.5M | 1,458,259 | 0.10% | 31q | -3.2%-$4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $125.5M | 1,457,553 | 0.02% | 31q | -0.9%-$1.1M |
| Vestal Point Capital, LP | $120.5M | 1,400,000 | 2.82% | 3q | +636.8%+$104.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $118.6M | 1,377,103 | 0.02% | 31q | -0.6%-$755.5K |
| Sixth Street Partners Management Company, L.P. | $118.6M | 1,377,103 | 0.02% | new | NEW |
| Holocene Advisors, LP | $101.4M | 1,177,461 | 0.23% | 2q | +98.3%+$50.3M |
| VICTORY CAPITAL MANAGEMENT INC | $99.1M | 1,150,725 | 0.06% | 31q | +1.0%+$932.4K |
| Bank of New York Mellon Corp | $95.8M | 1,113,025 | 0.02% | 31q | -8.3%-$8.7M |
| VANGUARD FIDUCIARY TRUST CO | $93.5M | 1,086,170 | 0.02% | 2q | -2.4%-$2.3M |
| AMERIPRISE FINANCIAL INC | $89.6M | 1,040,975 | 0.02% | 31q | -43.9%-$70.0M |
| GOLDMAN SACHS GROUP INC | $83.4M | 968,628 | 0.01% | 31q | -11.0%-$10.3M |
| TORONTO DOMINION BANK | $81.6M | 947,731 | 0.09% | 31q | +1531.3%+$76.6M |
| Woodline Partners LP | $81.1M | 942,300 | 0.25% | 20q | +1185.8%+$74.8M |
| DEUTSCHE BANK AG\ | $79.5M | 923,552 | 0.02% | 34q | +9.6%+$7.0M |
| Point72 Asset Management, L.P. | $76.9M | 879,851 | 0.08% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $74.6M | 866,170 | 0.02% | 7q | +13.5%+$8.9M |
| JPMORGAN CHASE & CO | $74.4M | 815,914 | 0.00% | 31q | -1.5%-$1.1M |
| Sound Shore Management Inc /CT/ | $68.4M | 794,602 | 2.11% | 7q | -24.5%-$22.2M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $67.9M | 788,810 | 0.74% | 19q | -2.4%-$1.7M |
| Quantinno Capital Management LP | $62.2M | 722,139 | 0.07% | 17q | +82.3%+$28.1M |
| Amundi | $61.9M | 719,279 | 0.02% | 21q | +28.8%+$13.8M |
| Boston Partners | $61.1M | 709,202 | 0.05% | 31q | +24.6%+$12.1M |
| Meridiem Capital Partners LP | $55.0M | 638,555 | 2.46% | new | NEW |
| SHAPIRO CAPITAL MANAGEMENT LLC | $52.1M | 605,411 | 3.16% | 11q | -7.1%-$4.0M |
| BANK OF MONTREAL /CAN/ | $49.4M | 573,449 | 0.02% | 31q | +341.4%+$38.2M |
| Magellan Asset Management Ltd | $49.1M | 570,409 | 1.10% | 8q | +3.6%+$1.7M |
| BARCLAYS PLC | $49.0M | 568,690 | 0.01% | 31q | +33.4%+$12.3M |
| Swiss National Bank | $47.0M | 546,000 | 0.02% | 31q | -6.1%-$3.1M |
| Boston Trust Walden Corp | $44.6M | 518,113 | 0.34% | 6q | -9.6%-$4.7M |
| RHUMBLINE ADVISERS | $42.4M | 492,458 | 0.03% | 31q | +1.6%+$649.9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $41.5M | 482,055 | 0.02% | 31q | +6.2%+$2.4M |
| Douglas Lane & Associates, LLC | $41.1M | 477,780 | 0.56% | 30q | +0.6%+$231.6K |
| Nuveen, LLC | $40.9M | 474,927 | 0.01% | 6q | -52.5%-$45.2M |
| Vanguard Global Advisers, LLC | $38.3M | 444,616 | 0.02% | 2q | -3.3%-$1.3M |
| Sumitomo Mitsui Trust Group, Inc. | $38.3M | 444,533 | 0.02% | 31q | -6.8%-$2.8M |
| WILSEY ASSET MANAGEMENT INC | $36.3M | 421,867 | 5.33% | 3q | +4.7%+$1.6M |
| HSBC HOLDINGS PLC | $35.4M | 413,195 | 0.01% | 31q | +16.3%+$5.0M |
| FIRST TRUST ADVISORS LP | $34.1M | 395,884 | 0.02% | 21q | +2.2%+$718.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $33.7M | 391,174 | 0.02% | 2q | +10.9%+$3.3M |
| BNP PARIBAS FINANCIAL MARKETS | $33.2M | 385,583 | 0.01% | 31q | -5.3%-$1.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $32.5M | 378,010 | 0.02% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $31.3M | 367,365 | 0.01% | 31q | +12.2%+$3.4M |
| California Public Employees Retirement System | $30.9M | 358,906 | 0.02% | 31q | -21.7%-$8.6M |
| FRANKLIN RESOURCES INC | $30.1M | 349,122 | 0.01% | 31q | -93.6%-$439.4M |
| Lido Advisors, LLC | $27.5M | 317,049 | 0.07% | 19q | -2.0%-$559.5K |
| Defilade Capital Management, L.P. | $27.3M | 317,426 | 3.66% | 2q | -45.2%-$22.5M |
| ENVESTNET ASSET MANAGEMENT INC | $26.6M | 308,571 | 0.01% | 31q | +4.0%+$1.0M |
| ROYAL BANK OF CANADA | $26.3M | 305,507 | 0.00% | 31q | -4.4%-$1.2M |
| Alberta Investment Management Corp | $25.6M | 297,894 | 0.14% | new | NEW |
| Minneapolis Portfolio Management Group, LLC | $25.2M | 292,799 | 2.39% | 5q | +2.6%+$627.3K |
| CITIGROUP INC | $22.3M | 258,982 | 0.01% | 31q | +33.2%+$5.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.9M | 54,040 | 0.00% | 31q | +39.5%+$6.2M |
| Parkman Healthcare Partners LLC | $20.0M | 232,557 | 2.05% | 6q | -13.7%-$3.2M |
| JONES FINANCIAL COMPANIES LLLP | $19.9M | 213,751 | 0.01% | 23q | -6.4%-$1.4M |
| NATIONAL BANK OF CANADA /FI/ | $19.8M | 229,490 | 0.01% | 19q | +5.9%+$1.1M |
| GAMCO INVESTORS, INC. ET AL | $19.7M | 228,658 | 0.18% | 31q | -1.1%-$210.8K |
| ALLIANCEBERNSTEIN L.P. | $19.4M | 214,937 | 0.01% | 31q | -8.7%-$1.9M |
| MILLENNIUM MANAGEMENT LLC | $19.1M | 222,065 | 0.01% | new | NEW |
| SEI INVESTMENTS CO | $19.0M | 220,565 | 0.02% | 31q | -46.5%-$16.5M |
| PRINCIPAL FINANCIAL GROUP INC | $18.4M | 214,236 | 0.01% | 31q | -3.0%-$563.5K |
| Assenagon Asset Management S.A. | $17.7M | 205,724 | 0.01% | 20q | +4035.2%+$17.3M |
| National Pension Service | $17.2M | 199,437 | 0.01% | 31q | +3.2%+$533.7K |
| MOORE CAPITAL MANAGEMENT, LP | $17.1M | 198,642 | 0.25% | new | NEW |
| Capital International, Inc./CA/ | $15.8M | 183,159 | 0.11% | 5q | +9.2%+$1.3M |
| ST GERMAIN D J CO INC | $15.7M | 182,059 | 0.56% | 30q | +3.2%+$490.3K |
| ExodusPoint Capital Management, LP | $15.6M | 180,884 | 0.10% | 3q | +87.3%+$7.3M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $15.4M | 179,047 | 0.03% | 31q | -1.0%-$160.1K |
| Invenomic Capital Management LP | $15.4M | 178,691 | 0.92% | 3q | +5.3%+$773.5K |
| WELLS FARGO & COMPANY/MN | $15.4M | 178,591 | 0.00% | 31q | -50.2%-$15.5M |
| Eurizon Capital SGR S.p.A. | $15.1M | 175,862 | 0.04% | 2q | -1.9%-$291.4K |
| AVIVA PLC | $14.3M | 165,942 | 0.02% | 31q | +1.2%+$164.7K |
| EASTERLY INVESTMENT PARTNERS LLC | $13.9M | 161,354 | 0.71% | 19q | +112.8%+$7.4M |
| M&G PLC | $13.6M | 157,963 | 0.07% | 10q | +11.5%+$1.4M |
| QSM Asset Management Ltd | $13.2M | 154,375 | 6.84% | 6q | HELD |
| ARMOR ADVISORS, L.L.C. | $13.0M | 151,264 | 9.30% | 2q | +221.4%+$9.0M |
| Schonfeld Strategic Advisors LLC | $12.7M | 603,216 | 0.05% | new | NEW |
| MACKENZIE FINANCIAL CORP | $12.6M | 146,414 | 0.01% | 31q | +44.5%+$3.9M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Dodge & Cox | 12.5% |
| 2026-08-12 | 13G | Capital International Investors | 6.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 852 | $16.5B | 190,955,157 | 77 | 286 | 268 | 0.4% |
| Q1 2026 | 854 | $16.1B | 177,243,192 | 75 | 287 | 269 | 0.4% |
| Q4 2025 | 875 | $16.0B | 176,700,117 | 67 | 230 | 340 | 0.5% |
| Q3 2025 | 889 | $16.7B | 168,672,531 | 92 | 278 | 285 | 0.4% |
| Q2 2025 | 855 | $15.7B | 170,736,869 | 73 | 256 | 321 | 0.5% |
| Q1 2025 | 911 | $18.4B | 162,035,969 | 68 | 254 | 335 | 0.6% |
| Q4 2024 | 929 | $16.7B | 157,345,659 | 81 | 252 | 318 | 0.8% |
| Q3 2024 | 887 | $17.2B | 158,015,406 | 67 | 245 | 349 | 1.0% |
| Q2 2024 | 904 | $18.2B | 166,894,971 | 75 | 257 | 322 | 0.6% |
| Q1 2024 | 898 | $22.8B | 171,652,457 | 66 | 261 | 317 | 0.9% |
| Q4 2023 | 902 | $20.7B | 168,455,282 | 75 | 225 | 349 | 1.1% |
| Q3 2023 | 877 | $18.7B | 164,907,609 | 82 | 256 | 296 | 1.3% |
| Q2 2023 | 882 | $24.3B | 166,277,701 | 94 | 266 | 262 | 0.6% |
| Q1 2023 | 833 | $20.9B | 161,749,362 | 81 | 247 | 264 | 0.3% |
| Q4 2022 | 743 | $19.5B | 153,063,061 | 87 | 193 | 238 | 0.4% |
| Q3 2022 | 919 | $19.8B | 188,021,357 | 50 | 264 | 322 | 0.6% |
| Q2 2022 | 953 | $19.9B | 188,174,545 | 81 | 269 | 325 | 0.6% |
| Q1 2022 | 975 | $24.7B | 191,100,254 | 91 | 330 | 271 | 1.1% |
| Q4 2021 | 997 | $24.1B | 187,175,167 | 72 | 298 | 313 | 1.4% |
| Q3 2021 | 985 | $27.5B | 186,223,553 | 71 | 303 | 307 | 0.8% |
| Q2 2021 | 1,021 | $30.3B | 187,741,671 | 86 | 317 | 301 | 0.5% |
| Q1 2021 | 1,030 | $30.0B | 186,475,275 | 88 | 304 | 333 | 0.6% |
| Q4 2020 | 1,009 | $28.6B | 184,925,211 | 99 | 256 | 329 | 0.4% |
| Q3 2020 | 933 | $25.1B | 183,978,987 | 67 | 240 | 345 | 0.5% |
| Q2 2020 | 947 | $22.6B | 187,587,270 | 126 | 250 | 341 | 0.9% |
| Q1 2020 | 884 | $18.9B | 185,462,320 | 68 | 292 | 312 | 0.5% |
| Q4 2019 | 992 | $28.6B | 190,453,535 | 91 | 272 | 299 | 0.5% |
| Q3 2019 | 898 | $25.2B | 182,831,888 | 78 | 256 | 320 | 0.5% |
| Q2 2019 | 886 | $21.7B | 183,281,748 | 69 | 270 | 291 | 0.4% |
| Q1 2019 | 909 | $23.7B | 183,679,875 | 98 | 274 | 296 | 0.9% |
| Q4 2018 | 875 | $20.3B | 193,979,612 | 9 | 19 | 8 | 0.6% |