Zimmer Biomet Holdings Inc (ZBH) Ownership

121.71 ↑3.25 (2.74%)

As of May 3, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Zimmer Biomet Holdings Inc (ZBH), owning a total of 23.9 million shares. Combined, the top 31 institutional holders of ZBH own 74.94% of the company with a total of 154.2 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of ZBH by 10.6 million shares. 14 institutions bought 14,317,811 total additional shares and increased their ownership by an average of 28.82%. However 6 institutions sold 3,710,727 total shares and decreased their ownership by an average of 6.08%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Zimmer Biomet Holdings increased by a net total of 10,607,084 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.634%	-0.314%	23,859,325	-75,107	2023-12-31
BlackRock Inc	9.121%	-13.528%	18,704,829	-2,926,347	2023-12-31
Dodge & Cox	5.595%	137.729%	11,474,535	6,647,810	2023-12-31
T. Rowe Price Associates, Inc.	4.597%	18.302%	9,426,866	1,458,359	2023-12-31
State Street Corporation	4.540%	3.286%	9,311,453	296,192	2023-12-31
Amvescap Plc.	3.026%	-3.443%	6,205,518	-221,253	2023-12-31
American Century Companies Inc	2.893%	21.970%	5,932,322	1,068,581	2023-12-31
PRIMECAP Management Company	2.480%	10.520%	5,086,578	484,151	2023-12-31
Geode Capital Management, LLC	2.244%	2.191%	4,602,984	98,675	2023-12-31
JPMorgan Chase & Co	1.867%	11.109%	3,827,830	382,703	2023-12-31
Goldman Sachs Group Inc	1.791%	109.080%	3,671,978	1,915,721	2023-12-31
Victory Capital Management Inc.	1.560%	3.858%	3,199,302	118,839	2023-12-31
Van Eck Associates Corporation	1.384%	23.673%	2,838,558	543,344	2023-12-31
Morgan Stanley - Brokerage Accounts	1.356%	12.159%	2,780,085	301,394	2023-12-31
Allspring Global Investments Holdings, LLC	1.346%	16.260%	2,760,021	386,019	2023-12-31
Boston Partners Global Investors, Inc	1.279%	-2.638%	2,623,748	-71,084	2023-12-31
Northern Trust Corp	1.220%	-5.707%	2,501,922	-151,412	2023-12-31
NORGES BANK	1.069%	20.799%	2,193,062	377,605	2023-12-31
Neuberger Berman Group LLC	1.062%	-10.864%	2,178,478	-265,524	2023-12-31
Legal & General Group PLC	1.042%	12.553%	2,137,749	238,418	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.634%	-0.314%	23,859,325	-75,107	2023-12-31
BlackRock Inc	9.121%	-13.528%	18,704,829	-2,926,347	2023-12-31
Dodge & Cox	5.595%	137.729%	11,474,535	6,647,810	2023-12-31
T. Rowe Price Associates, Inc.	4.597%	18.302%	9,426,866	1,458,359	2023-12-31
State Street Corporation	4.540%	3.286%	9,311,453	296,192	2023-12-31
Amvescap Plc.	3.026%	-3.443%	6,205,518	-221,253	2023-12-31
American Century Companies Inc	2.893%	21.970%	5,932,322	1,068,581	2023-12-31
PRIMECAP Management Company	2.480%	10.520%	5,086,578	484,151	2023-12-31
Capital Research & Mgmt Co - Division 3	2.397%	0.021%	4,999,533	1,046	2022-12-31
Geode Capital Management, LLC	2.244%	2.191%	4,602,984	98,675	2023-12-31
Franklin Resources Inc	2.014%	-3.853%	4,209,099	-168,694	2023-06-30
JPMorgan Chase & Co	1.867%	11.109%	3,827,830	382,703	2023-12-31
Goldman Sachs Group Inc	1.791%	109.080%	3,671,978	1,915,721	2023-12-31
Victory Capital Management Inc.	1.560%	3.858%	3,199,302	118,839	2023-12-31
Van Eck Associates Corporation	1.384%	23.673%	2,838,558	543,344	2023-12-31
Morgan Stanley - Brokerage Accounts	1.356%	12.159%	2,780,085	301,394	2023-12-31
Millennium Management LLC	1.321%	323.969%	2,761,133	2,109,874	2023-03-31
Allspring Global Investments Holdings, LLC	1.346%	16.260%	2,760,021	386,019	2023-12-31
Boston Partners Global Investors, Inc	1.279%	-2.638%	2,623,748	-71,084	2023-12-31
Northern Trust Corp	1.220%	-5.707%	2,501,922	-151,412	2023-12-31
Capital Research Global Investors	1.193%	5.724%	2,493,450	134,996	2023-09-30
Massachusetts Financial Services Company	1.120%	-11.174%	2,335,457	-293,789	2022-12-31
Citadel Advisors Llc	1.118%	5.896%	2,331,624	129,819	2022-12-31
NORGES BANK	1.069%	20.799%	2,193,062	377,605	2023-12-31
Neuberger Berman Group LLC	1.062%	-10.864%	2,178,478	-265,524	2023-12-31
Legal & General Group PLC	1.042%	12.553%	2,137,749	238,418	2023-12-31
Longview Partners (Guernsey) Ltd.	1.023%	3.635%	2,136,426	74,935	2023-03-31
Bank of America Corp	0.939%	-0.249%	1,972,729	-4,924	2022-09-30
Ceredex Value Advisors LLC	0.906%	23.346%	1,902,160	360,027	2022-06-30
AllianceBernstein L.P.	0.904%	9.466%	1,889,183	163,363	2023-03-31
Bank of New York Mellon Corp	0.897%	-0.407%	1,874,299	-7,660	2023-09-30

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Zimmer Biomet Holdings Inc (ZBH), owning a total of 10.9 million shares. Combined, the top 34 mutual fund holders of ZBH own 47.43% of the company with a total of 98 million shares.

In the latest ownership report on March 31st 2024, the top 34 fund holders increased their combined ownership of ZBH by 3.3 million shares. 6 funds bought 3,892,073 total additional shares and increased their ownership by an average of 11.27%. However 7 funds sold 587,536 total shares and decreased their ownership by an average of 3.31%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Zimmer Biomet Holdings increased by a net total of 3,304,537 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox Stock I	5.294%	44.138%	10,876,100	3,330,500	2024-03-31
Vanguard Institutional 500 Index Trust	2.564%	0.988%	5,267,169	51,550	2024-03-31
Vanguard Mid Cap Index Institutional	2.209%	-2.814%	4,538,434	-131,427	2024-03-31
VanEck Morningstar Wide Moat	1.401%	11.367%	2,879,140	293,873	2024-03-31
SPDR® S&P 500 ETF Trust	1.229%	-0.770%	2,524,716	-19,592	2024-03-31
Allspring Special US Mid Cap Value Eq	1.075%	1.665%	2,207,750	36,150	2024-03-31
Allspring Special Mid Cap Value Inst	1.075%	0.000%	2,207,750	0	2024-03-31
Victory Sycamore Established Value R	1.034%	-1.620%	2,125,000	-35,000	2024-03-31
American Century U.S. Mid Cap Value	1.010%	-8.496%	2,075,156	-192,686	2024-03-31
American Century Mid Cap Value Inv	1.010%	-8.496%	2,075,156	-192,686	2024-03-31
T. Rowe Price US Lg-Cp Equity Inc Comp	0.969%	4.737%	1,990,000	90,000	2024-03-31
T. Rowe Price Equity Income	0.969%	4.737%	1,990,000	90,000	2024-03-31
Vanguard Value Index Inv	0.846%	-0.472%	1,738,599	-8,249	2024-03-31
Health Care Select Sector SPDR® ETF	0.764%	-0.501%	1,569,213	-7,896	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox Stock I	5.294%	44.138%	10,876,100	3,330,500	2024-03-31
Vanguard Total Stock Mkt Idx Inv	3.190%	-0.210%	6,554,397	-13,780	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.114%	1.976%	6,507,885	126,109	2023-03-31
Vanguard Institutional 500 Index Trust	2.564%	0.988%	5,267,169	51,550	2024-03-31
Vanguard 500 Index Investor	2.403%	0.570%	5,022,273	28,460	2023-08-31
Vanguard Mid Cap Index Institutional	2.209%	-2.814%	4,538,434	-131,427	2024-03-31
VanEck Morningstar Wide Moat	1.401%	11.367%	2,879,140	293,873	2024-03-31
VanEck Morningstar Wide Moat ETF	1.401%	0.089%	2,879,140	2,565	2024-03-29
Capital Group Wash Mutual Invtrs Comp	1.354%	0.000%	2,840,135	0	2022-12-31
American Funds Washington Mutual A	1.354%	0.000%	2,840,135	0	2022-12-31
SPDR® S&P 500 ETF Trust	1.229%	-0.770%	2,524,716	-19,592	2024-03-31
Fidelity 500 Index	1.220%	1.017%	2,506,403	25,220	2024-02-29
Fidelity® 500 Index	1.165%	0.641%	2,435,017	15,496	2023-11-30
Templeton Growth A	1.082%	-15.462%	2,258,180	-413,008	2023-05-31
Vanguard PRIMECAP Inv	1.075%	0.891%	2,208,300	19,500	2023-12-31
Allspring Special US Mid Cap Value Eq	1.075%	1.665%	2,207,750	36,150	2024-03-31
Allspring Special Mid Cap Value Inst	1.075%	0.000%	2,207,750	0	2024-03-31
Templeton Growth Inc A	1.044%	78.870%	2,181,874	962,063	2023-07-31
iShares Core S&P 500 ETF	1.054%	0.738%	2,166,080	15,872	2024-03-28
Victory Sycamore Established Value R	1.034%	-1.620%	2,125,000	-35,000	2024-03-31
American Century U.S. Mid Cap Value	1.010%	-8.496%	2,075,156	-192,686	2024-03-31
American Century Mid Cap Value Inv	1.010%	-8.496%	2,075,156	-192,686	2024-03-31
T. Rowe Price US Lg-Cp Equity Inc Comp	0.969%	4.737%	1,990,000	90,000	2024-03-31
T. Rowe Price Equity Income	0.969%	4.737%	1,990,000	90,000	2024-03-31
Capital Group Growth Fnd of Amer Comp	0.892%	7.270%	1,863,193	126,272	2023-09-30
American Funds Growth Fund of Amer A	0.892%	7.270%	1,863,193	126,272	2023-09-30
BlackRock Equity Dividend Instl	0.847%	-1.203%	1,769,856	-21,550	2023-06-30
Vanguard Value Index Inv	0.846%	-0.472%	1,738,599	-8,249	2024-03-31
T. Rowe Price Mid-Cap Value	0.806%	-6.671%	1,690,154	-120,800	2022-12-31
T. Rowe Price US Mid-Cap Value Equity	0.806%	-6.671%	1,690,154	-120,800	2022-12-31
Vanguard Mid-Cap Value ETF	0.772%	-0.793%	1,587,256	-12,692	2024-01-31
Health Care Select Sector SPDR® ETF	0.764%	-0.501%	1,569,213	-7,896	2024-03-31
Invesco OFI Large Cap Core	0.757%	5.166%	1,556,181	76,445	2023-12-31
Invesco Main Street A	0.759%	0.000%	1,556,181	0	2024-01-31