DaveManuel.com · Institutional Ownership · Who Owns It
ZIMMER BIOMET HOLDINGS INC (ZBH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
918
Reporting holders
$17.2B
Reported value
104.3%
Of shares outstanding
0.2%
Calls
0.2%
Puts
-5
Holder change
Institutions report 198,969,241 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $413.0M | 4,797,157 | 0.04% | 31q | -40.0%-$275.7M |
| 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 incl. $16.7M options CALL+PUT | 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 |
| Thrivent Financial for Lutherans | $108.2M | 1,256,690 | 0.18% | 31q | HELD |
| 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 | +12.3%+$9.8M |
| 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 incl. $1.2M options CALL+PUT | 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 | 0.01% | 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 |
| THOMPSON SIEGEL & WALMSLEY LLC | $54.5M | 633,288 | 0.98% | 8q | +5.8%+$3.0M |
| 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 incl. $103.3K options PUT | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $26.8M | 311,602 | 0.02% | 31q | -7.1%-$2.0M |
| 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 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | $25.6M | 297,344 | 3.04% | 18q | -0.9%-$236.4K |
| CapitalatWork S.A. | $25.6M | 297,000 | 0.64% | 11q | -9.2%-$2.6M |
| Minneapolis Portfolio Management Group, LLC | $25.2M | 292,799 | 2.39% | 5q | +2.6%+$627.3K |
| DekaBank Deutsche Girozentrale | $25.0M | 276,974 | 0.04% | 31q | HELD |
| CITIGROUP INC | $22.3M | 258,982 | 0.01% | 31q | +33.2%+$5.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.9M incl. $17.2M options CALL+PUT | 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 |
| South Dakota Investment Council | $19.6M | 227,685 | 0.34% | 31q | +21.4%+$3.5M |
| 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 |
| SG Americas Securities, LLC | $18.8M | 217,818 | 0.01% | 13q | +139.2%+$10.9M |
| 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 |
| LSV ASSET MANAGEMENT | $15.6M | 180,659 | 0.03% | 10q | +1001.6%+$14.1M |
| 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 |
Showing the largest 100 of 918 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-08 | 2026-09-08 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-11 | Thornal Kevin R | Grp Pres-Global Business | Sold | 5,691 | $529.0K |
| 2026-05-29 | Yi Sang | Group President, Asia Pacific | Sold | 5,000 | $413.2K ×2 |
| 2026-09-04 | Phipps Chad F | See remarks below. | Sold | 3,000 | $295.1K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 296 | $375.2M | 4,252,928 | 32 | 75 | 78 | 0.0% |
| Q2 2026 | 918 | $17.2B | 198,969,241 | 78 | 304 | 296 | 0.4% |
| Q1 2026 | 923 | $17.4B | 192,269,261 | 77 | 305 | 293 | 0.3% |
| Q4 2025 | 953 | $18.0B | 199,230,056 | 73 | 257 | 366 | 0.5% |
| Q3 2025 | 978 | $19.0B | 192,566,247 | 101 | 309 | 313 | 0.4% |
| Q2 2025 | 946 | $17.8B | 194,136,118 | 80 | 289 | 350 | 0.5% |
| Q1 2025 | 1,012 | $21.1B | 185,341,662 | 73 | 280 | 370 | 0.5% |
| Q4 2024 | 1,038 | $19.5B | 182,852,269 | 86 | 286 | 353 | 0.8% |
| Q3 2024 | 995 | $20.1B | 184,285,822 | 76 | 274 | 387 | 0.9% |
| Q2 2024 | 1,014 | $20.8B | 190,216,796 | 81 | 284 | 370 | 0.6% |
| Q1 2024 | 1,022 | $25.7B | 193,493,748 | 75 | 299 | 364 | 0.8% |
| Q4 2023 | 1,038 | $23.3B | 189,285,578 | 79 | 259 | 408 | 1.0% |
| Q3 2023 | 1,026 | $20.8B | 183,455,488 | 96 | 297 | 346 | 1.3% |
| Q2 2023 | 1,038 | $27.1B | 185,367,399 | 103 | 319 | 305 | 0.5% |
| Q1 2023 | 1,003 | $24.1B | 186,143,315 | 94 | 301 | 315 | 0.3% |
| Q4 2022 | 981 | $23.9B | 186,434,742 | 103 | 247 | 336 | 0.4% |
| Q3 2022 | 899 | $53.1B | 506,008,166 | 48 | 254 | 319 | 0.2% |
| Q2 2022 | 942 | $73.4B | 696,947,832 | 80 | 266 | 321 | 0.2% |
| Q1 2022 | 968 | $51.2B | 784,489,842 | 90 | 327 | 269 | 0.5% |
| Q4 2021 | 991 | $56.4B | 441,417,974 | 73 | 295 | 313 | 0.6% |
| Q3 2021 | 979 | $59.1B | 401,791,770 | 71 | 302 | 304 | 0.4% |
| Q2 2021 | 1,015 | $60.4B | 374,804,447 | 88 | 315 | 299 | 0.2% |
| Q1 2021 | 1,018 | $58.3B | 363,123,470 | 86 | 301 | 330 | 0.3% |
| Q4 2020 | 1,002 | $54.5B | 352,726,467 | 99 | 251 | 330 | 0.2% |
| Q3 2020 | 928 | $52.5B | 384,837,873 | 66 | 241 | 341 | 0.2% |
| Q2 2020 | 942 | $37.3B | 310,612,077 | 125 | 249 | 338 | 0.5% |
| Q1 2020 | 880 | $39.7B | 391,946,951 | 68 | 288 | 311 | 0.2% |
| Q4 2019 | 984 | $51.6B | 343,991,249 | 88 | 269 | 297 | 0.3% |
| Q3 2019 | 892 | $43.9B | 318,596,426 | 77 | 252 | 320 | 0.3% |
| Q2 2019 | 880 | $39.4B | 334,237,023 | 69 | 269 | 287 | 0.2% |
| Q1 2019 | 905 | $43.2B | 336,575,769 | 98 | 275 | 294 | 0.5% |
| Q4 2018 | 872 | $55.1B | 529,606,109 | 9 | 19 | 7 | 0.2% |