Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ZIMMER BIOMET HOLDINGS INC · COM · quarter ended 2026-03-31 · 9 members disclosed ZBH ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 673 holders are listed, largest first: 673
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $15.2B
holders whose share count rose or who opened the position (new + add), by shares: 309
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 105

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ZBH ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	DODGE & COX	$2.1B	23,542,700	+35,851	ADD
2	BlackRock, Inc.	$1.4B	15,340,806	−263,704	TRIM
3	HARRIS ASSOCIATES L P	$1.2B	12,959,939	+695,236	ADD
4	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	12,793,412	—	NO PRIOR
5	Capital International Investors	$825M	9,119,222	+1,991,309	ADD
6	STATE STREET CORP	$800M	8,825,127	−1,847	TRIM
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$782M	8,650,228	—	NO PRIOR
8	FRANKLIN RESOURCES INC	$493M	5,452,665	−1,233,322	TRIM
9	GEODE CAPITAL MANAGEMENT, LLC	$485M	5,379,525	+145,691	ADD
10	AMERICAN CENTURY COMPANIES INC	$358M	3,963,206	−952,031	TRIM
11	PRIMECAP MANAGEMENT CO/CA/	$353M	3,907,150	−92,260	TRIM
12	Invesco Ltd.	$326M	3,605,425	+244,350	ADD
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$252M	2,792,389	+1,067,788	ADD
14	DIMENSIONAL FUND ADVISORS LP	$201M	2,224,163	+24,208	ADD
15	MORGAN STANLEY	$184M	2,029,815	+191,719	ADD
16	NORTHERN TRUST CORP	$183M	2,023,067	−16,585	TRIM
17	EQUITY INVESTMENT CORP	$158M	1,744,304	+410,858	ADD
18	BANK OF AMERICA CORP /DE/	$140M	1,549,790	+249,175	ADD
19	Legal & General Group Plc	$139M	1,536,941	+2,925	ADD
20	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$136M	1,505,760	−38,886	TRIM
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$133M	1,470,220	+13,275	ADD
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$125M	1,385,879	+72,968	ADD
23	CITADEL ADVISORS LLC	$125M	1,378,665	+1,050,289	ADD
24	UBS Group AG	$124M	1,373,365	+556,119	ADD
25	Bank of New York Mellon Corp	$110M	1,214,337	−29,481	TRIM
26	VICTORY CAPITAL MANAGEMENT INC	$103M	1,139,894	−1,335,874	TRIM
27	VANGUARD FIDUCIARY TRUST CO	$101M	1,112,686	—	NO PRIOR
28	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$99.8M	1,104,218	+425,349	ADD
29	Nuveen, LLC	$90.4M	999,912	−116,413	TRIM
30	AMERIPRISE FINANCIAL INC	$83.8M	927,085	−2,214,050	TRIM
31	DEUTSCHE BANK AG\	$76.2M	842,551	+72,849	ADD
32	CAUSEWAY CAPITAL MANAGEMENT LLC	$73.1M	808,110	+79,612	ADD
33	RAYMOND JAMES FINANCIAL INC	$69.0M	763,201	+47,972	ADD
34	SHAPIRO CAPITAL MANAGEMENT LLC	$59.0M	651,964	+90,330	ADD
35	Holocene Advisors, LP	$53.7M	593,705	+593,705	NEW
36	Swiss National Bank	$52.6M	581,700	+38,800	ADD
37	Defilade Capital Management, L.P.	$52.4M	579,161	+579,161	NEW
38	Boston Partners	$51.5M	569,009	−23,227	TRIM
39	Amundi	$50.5M	558,514	−207,560	TRIM
40	Magellan Asset Management Ltd	$49.8M	550,781	−85,953	TRIM
41	Sumitomo Mitsui Trust Group, Inc.	$43.1M	476,834	−43,614	TRIM
42	Vanguard Global Advisers, LLC	$41.6M	459,774	—	NO PRIOR
43	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$41.4M	458,304	−69,131	TRIM
44	Mitsubishi UFJ Asset Management Co., Ltd.	$41.0M	453,974	+42,238	ADD
45	BARCLAYS PLC	$38.5M	426,256	−31,773	TRIM
46	BALYASNY ASSET MANAGEMENT L.P.	$38.4M	424,578	+421,291	ADD
47	SEI INVESTMENTS CO	$37.2M	411,962	+102,694	ADD
48	WILSEY ASSET MANAGEMENT INC	$36.4M	402,984	+42,231	ADD
49	Quantinno Capital Management LP	$35.8M	396,076	+287,947	ADD
50	FIRST TRUST ADVISORS LP	$35.0M	387,537	+73,053	ADD
51	HSBC HOLDINGS PLC	$32.1M	355,417	−358,627	TRIM
52	VANGUARD ASSET MANAGEMENT, Ltd	$31.9M	352,781	—	NO PRIOR
53	Lido Advisors, LLC	$29.3M	323,507	+17,456	ADD
54	AQR CAPITAL MANAGEMENT LLC	$29.0M	327,317	+3,597	ADD
55	ROYAL BANK OF CANADA	$28.9M	319,726	−86,837	TRIM
56	ENVESTNET ASSET MANAGEMENT INC	$26.8M	296,788	+38,116	ADD
57	Minneapolis Portfolio Management Group, LLC	$25.8M	285,513	+12,619	ADD
58	ONTARIO TEACHERS PENSION PLAN BOARD	$24.5M	270,876	+155,288	ADD
59	Parkman Healthcare Partners LLC	$24.4M	269,557	+118,508	ADD
60	ALLIANCEBERNSTEIN L.P.	$21.2M	235,526	−6,573	TRIM
61	PRINCIPAL FINANCIAL GROUP INC	$20.0M	220,782	−1,267	TRIM
62	NATIONAL BANK OF CANADA /FI/	$19.6M	216,652	−26,818	TRIM
63	CITIGROUP INC	$17.6M	194,382	−6,346	TRIM
64	National Pension Service	$17.5M	193,238	+193,238	NEW
65	Vestal Point Capital, LP	$17.2M	190,000	+40,000	ADD
66	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$16.4M	180,907	−299	TRIM
67	WELLS FARGO & COMPANY/MN	$16.2M	179,488	−44,601	TRIM
68	Eurizon Capital SGR S.p.A.	$16.2M	179,246	+179,246	NEW
69	Invenomic Capital Management LP	$15.3M	169,706	+35,848	ADD
70	Capital International, Inc./CA/	$15.2M	167,717	+20,109	ADD
71	Aberdeen Group plc	$15.1M	167,222	−87	TRIM
72	AVIVA PLC	$14.8M	164,029	−1,916	TRIM
73	SECTOR GAMMA AS	$14.1M	155,835	+23,357	ADD
74	Bellevue Group AG	$14.1M	155,571	−83,109	TRIM
75	QSM Asset Management Ltd	$13.7M	154,375	+22,925	ADD
76	FIRST NATIONAL BANK OF OMAHA	$13.1M	146,265	+47,798	ADD
77	M&G Plc	$12.7M	141,610	+18,408	ADD
78	Focus Partners Wealth	$12.3M	136,313	+69,504	ADD
79	Northside Capital Management, LLC	$12.3M	135,663	−4,563	TRIM
80	BANK OF MONTREAL /CAN/	$11.7M	129,912	−19,891	TRIM
81	DANSKE BANK A/S	$11.6M	128,617	−5,100	TRIM
82	KLCM Advisors, Inc.	$11.6M	128,250	−2,891	TRIM
83	Universal- Beteiligungs- und Servicegesellschaft mbH	$11.4M	126,043	−6,068	TRIM
84	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$11.1M	122,735	0	NO CHANGE
85	Korea Investment CORP	$10.2M	112,446	+80,300	ADD
86	KLP KAPITALFORVALTNING AS	$10.1M	111,144	−900	TRIM
87	LPL Financial LLC	$10.1M	111,325	−25,058	TRIM
88	Pictet Asset Management Holding SA	$9.8M	108,682	+674	ADD
89	STATE OF WISCONSIN INVESTMENT BOARD	$9.6M	106,131	−8,856	TRIM
90	MACKENZIE FINANCIAL CORP	$9.2M	101,318	+2,337	ADD
91	FMR LLC	$9.1M	100,756	−14,732	TRIM
92	Chevy Chase Trust Holdings, LLC	$8.9M	98,743	−2,945	TRIM
93	Vanguard Investments Australia, Ltd.	$8.8M	97,736	—	NO PRIOR
94	ExodusPoint Capital Management, LP	$8.7M	96,600	+79,305	ADD
95	PRUDENTIAL FINANCIAL INC	$8.7M	96,038	−3,797	TRIM
96	Illinois Municipal Retirement Fund	$8.6M	95,180	−10,329	TRIM
97	Leeward Investments, LLC - MA	$8.5M	94,088	−3,241	TRIM
98	ICICI Prudential Asset Management Co Ltd	$8.5M	93,999	0	NO CHANGE
99	BNP Paribas Asset Management Holding S.A.	$8.2M	91,692	−114,321	TRIM
100	ROYAL LONDON ASSET MANAGEMENT LTD	$8.2M	91,118	+9,876	ADD
101	TD ASSET MANAGEMENT INC	$7.9M	87,700	+1,293	ADD
102	APG Asset Management N.V.	$7.9M	100,245	−16,266	TRIM
103	Asset Management One Co., Ltd.	$7.8M	85,773	+3,411	ADD
104	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.7M	85,197	+49,862	ADD
105	Tredje AP-fonden	$7.4M	81,350	+55,741	ADD
106	Creative Planning	$7.3M	81,090	+39,406	ADD
107	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$7.2M	79,120	+79,120	NEW
108	Providence Capital Advisors, LLC	$7.1M	79,000	+4,200	ADD
109	US BANCORP \DE\	$7.0M	76,902	−3,099	TRIM
110	Cerity Partners LLC	$6.9M	76,315	+12,826	ADD
111	EASTERLY INVESTMENT PARTNERS LLC	$6.9M	75,835	+12,954	ADD
112	Woodline Partners LP	$6.6M	73,286	−171,168	TRIM
113	NOMURA ASSET MANAGEMENT CO LTD	$6.4M	70,772	+5,406	ADD
114	CIBC Bancorp USA Inc.	$6.4M	70,446	—	NO PRIOR
115	AUXIER ASSET MANAGEMENT LLC	$6.2M	68,911	+6,375	ADD
116	STIFEL FINANCIAL CORP	$6.2M	68,666	−12,646	TRIM
117	Callan Family Office, LLC	$6.2M	68,650	+17,622	ADD
118	State of New Jersey Common Pension Fund D	$5.9M	65,137	0	NO CHANGE
119	Sequoia Financial Advisors, LLC	$5.8M	64,633	−381	TRIM
120	Resona Asset Management Co.,Ltd.	$5.7M	63,831	+462	ADD
121	Vivaldi Capital Management LP	$5.7M	63,540	−663	TRIM
122	STOREBRAND ASSET MANAGEMENT AS	$5.7M	63,073	—	NO PRIOR
123	Sio Capital Management, LLC	$5.7M	62,613	−323,029	TRIM
124	Lansforsakringar Fondforvaltning AB (publ)	$5.7M	62,566	+280	ADD
125	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$5.6M	62,425	−1,776	TRIM
126	Zurcher Kantonalbank (Zurich Cantonalbank)	$5.6M	61,651	+6,057	ADD
127	EVERETT HARRIS & CO /CA/	$5.5M	60,970	+28,920	ADD
128	RENAISSANCE TECHNOLOGIES LLC	$5.5M	60,536	+60,536	NEW
129	BRANDES INVESTMENT PARTNERS, LP	$5.4M	59,440	+10,577	ADD
130	TORONTO DOMINION BANK	$5.3M	58,097	−8,072	TRIM
131	Live Oak Private Wealth LLC	$5.1M	56,915	+4,310	ADD
132	ADAGE CAPITAL PARTNERS GP, L.L.C.	$5.1M	56,894	+56,894	NEW
133	USS Investment Management Ltd	$5.1M	56,444	+9,228	ADD
134	Rakuten Investment Management, Inc.	$5.1M	56,699	+30,054	ADD
135	Hillman Capital Management, Inc.	$5.0M	55,700	+9,731	ADD
136	Tidal Investments LLC	$5.0M	56,470	+24,329	ADD
137	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.0M	55,615	−100	TRIM
138	Czech National Bank	$4.9M	53,974	+1,717	ADD
139	Arizona State Retirement System	$4.9M	53,851	−472	TRIM
140	Gotham Asset Management, LLC	$4.8M	52,832	+52,832	NEW
141	Corient Private Wealth LLC	$4.8M	53,218	−52,059	TRIM
142	Taproot Management LP	$4.7M	51,622	+29,909	ADD
143	VOYA INVESTMENT MANAGEMENT LLC	$4.6M	50,575	−880	TRIM
144	Integral Health Asset Management, LLC	$4.5M	50,000	+50,000	NEW
145	FIFTH THIRD BANCORP	$4.5M	49,992	+35,754	ADD
146	CIBC Asset Management Inc	$4.3M	47,166	+650	ADD
147	ARMOR ADVISORS, L.L.C.	$4.3M	47,060	+47,060	NEW
148	MetLife Investment Management, LLC	$4.2M	46,301	−1,202	TRIM
149	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.2M	46,165	+67	ADD
150	Calamos Advisors LLC	$4.1M	45,478	0	NO CHANGE
151	Pathstone Holdings, LLC	$4.0M	44,639	+587	ADD
152	IFM Investors Pty Ltd	$4.0M	44,468	+3,177	ADD
153	WELLINGTON MANAGEMENT GROUP LLP	$4.0M	44,360	+684	ADD
154	Swiss Life Asset Management Ltd	$4.0M	43,915	+2,381	ADD
155	ALLIANZ SE	$3.9M	43,500	0	NO CHANGE
156	BANK OF NOVA SCOTIA	$3.9M	42,877	+11,876	ADD
157	Mirae Asset Global Investments Co., Ltd.	$3.9M	42,797	+6,218	ADD
158	Covea Finance	$3.9M	42,600	0	NO CHANGE
159	Capital International Sarl	$3.8M	42,410	+3,899	ADD
160	Squarepoint Ops LLC	$3.8M	42,293	−169,310	TRIM
161	Retirement Systems of Alabama	$3.8M	42,085	−76	TRIM
162	Cresset Asset Management, LLC	$3.8M	41,801	+1,541	ADD
163	Elo Mutual Pension Insurance Co	$3.7M	41,419	+11,393	ADD
164	FIL Ltd	$3.6M	39,726	−46,686	TRIM
165	SEB Asset Management AB	$3.6M	39,524	—	NO PRIOR
166	COMMONWEALTH EQUITY SERVICES, LLC	$3.6M	39,382	−1,763	TRIM
167	NorthCrest Asset Manangement, LLC	$3.5M	39,026	−16,355	TRIM
168	DnB Asset Management AS	$3.5M	39,085	+1,758	ADD
169	Gilman Hill Asset Management, LLC	$3.5M	39,014	+5,429	ADD
170	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$3.5M	38,727	−22,410	TRIM
171	GUGGENHEIM CAPITAL LLC	$3.5M	38,242	−9,219	TRIM
172	AMG National Trust Bank	$3.4M	38,059	−2,343	TRIM
173	WEDGE CAPITAL MANAGEMENT L L P/NC	$3.4M	37,663	−12,439	TRIM
174	MONARCH CAPITAL MANAGEMENT INC	$3.4M	37,388	+330	ADD
175	Round Hill Asset Management	$3.4M	37,172	+20,323	ADD
176	Swedbank AB	$3.3M	36,392	−500	TRIM
177	OSAIC HOLDINGS, INC.	$3.3M	36,278	+7,256	ADD
178	XTX Topco Ltd	$3.1M	34,633	+14,986	ADD
179	CORBYN INVESTMENT MANAGEMENT INC/MD	$3.1M	34,050	+183	ADD
180	Bridgewater Associates, LP	$3.1M	33,993	+2,765	ADD
181	Daiwa Securities Group Inc.	$3.1M	33,893	+1,827	ADD
182	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$3.1M	33,847	+10,300	ADD
183	Federation des caisses Desjardins du Quebec	$3.0M	33,412	−4,610	TRIM
184	XPONANCE LLC	$3.0M	33,061	+4,636	ADD
185	NISA INVESTMENT ADVISORS, LLC	$3.0M	32,913	−8,153	TRIM
186	Utah Retirement Systems	$2.9M	32,147	−491	TRIM
187	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.9M	32,099	+6,185	ADD
188	TWO SIGMA INVESTMENTS, LP	$2.9M	31,960	+28,759	ADD
189	ASSETMARK, INC	$2.8M	31,076	+5,479	ADD
190	NEOS Investment Management LLC	$2.8M	30,656	+1,027	ADD
191	ProShare Advisors LLC	$2.8M	30,651	−7,630	TRIM
192	DCF Advisers, LLC	$2.8M	30,500	0	NO CHANGE
193	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$2.7M	68,719	+35,992	ADD
194	D.A. DAVIDSON & CO.	$2.7M	29,520	+18,597	ADD
195	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.7M	29,440	+692	ADD
196	MERCER GLOBAL ADVISORS INC /ADV	$2.6M	29,051	+3,112	ADD
197	ABSHER WEALTH MANAGEMENT, LLC	$2.5M	27,896	+2,280	ADD
198	CREDIT AGRICOLE S A	$2.5M	27,332	−54,077	TRIM
199	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.5M	27,310	−7,742	TRIM
200	Waverly Advisors, LLC	$2.4M	27,074	+369	ADD
201	Ensign Peak Advisors, Inc	$2.4M	26,646	+3,903	ADD
202	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.4M	26,155	−9,306	TRIM
203	YOUSIF CAPITAL MANAGEMENT, LLC	$2.3M	25,980	−339	TRIM
204	Cetera Investment Advisers	$2.3M	25,787	−302	TRIM
205	Uncommon Cents Investing LLC	$2.3M	25,628	+680	ADD
206	Janus Henderson Group Ltd.	$2.3M	25,021	−1,142	TRIM
207	UniSuper Management Pty Ltd	$2.3M	24,944	−1,088	TRIM
208	Jefferies Financial Group Inc.	$2.2M	24,800	+8,358	ADD
209	CAPITAL INTERNATIONAL LTD /CA/	$2.2M	24,782	0	NO CHANGE
210	Morningstar Investment Management LLC	$2.2M	24,537	−33,328	TRIM
211	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.2M	24,506	+755	ADD
212	ASR Vermogensbeheer N.V.	$2.1M	23,040	+379	ADD
213	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.0M	22,666	0	NO CHANGE
214	Auto-Owners Insurance Co	$2.0M	22,350	0	NO CHANGE
215	Allianz Asset Management GmbH	$2.0M	22,142	−1,901	TRIM
216	&PARTNERS	$1.9M	21,527	+1,926	ADD
217	Baird Financial Group, Inc.	$1.9M	21,372	+21,372	NEW
218	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.9M	21,140	−195	TRIM
219	HighTower Advisors, LLC	$1.9M	20,674	+2,824	ADD
220	NORDEA INVESTMENT MANAGEMENT AB	$1.9M	21,257	+1,916	ADD
221	OP Asset Management Ltd	$1.9M	20,650	—	NO PRIOR
222	Missouri Trust & Investment Co	$1.8M	20,382	+2,117	ADD
223	OPPENHEIMER & CO INC	$1.8M	20,261	−102	TRIM
224	Summit Trail Advisors, LLC	$1.8M	20,252	+7,824	ADD
225	Ally Financial Inc.	$1.8M	20,000	0	NO CHANGE
226	Arax Advisory Partners	$1.8M	19,826	+19,287	ADD
227	BLAIR WILLIAM & CO/IL	$1.7M	19,251	+403	ADD
228	Roberts Wealth Advisors, LLC	$1.7M	19,205	+1,137	ADD
229	BROWN ADVISORY INC	$1.7M	19,201	−2,126	TRIM
230	Sanctuary Advisors, LLC	$1.7M	19,136	+1,263	ADD
231	TRUIST FINANCIAL CORP	$1.7M	18,583	−1,038	TRIM
232	GRANDFIELD & DODD, LLC	$1.7M	18,564	−3,503	TRIM
233	Sovereign's Capital Management, LLC	$1.6M	18,013	+18,013	NEW
234	Barnes Dennig Private Wealth Management LLC	$1.6M	17,876	+727	ADD
235	MML INVESTORS SERVICES, LLC	$1.6M	17,305	−5,892	TRIM
236	HB Wealth Management, LLC	$1.6M	17,289	+721	ADD
237	Rodgers Brothers Inc.	$1.6M	17,266	−1,850	TRIM
238	FORA Capital, LLC	$1.5M	16,774	+13,299	ADD
239	MEYER HANDELMAN CO	$1.4M	15,759	−13,410	TRIM
240	CHOREO, LLC	$1.4M	15,388	+1,006	ADD
241	CRAWFORD INVESTMENT COUNSEL INC	$1.4M	15,387	+1,260	ADD
242	Generali Asset Management SPA SGR	$1.4M	15,317	+360	ADD
243	Rafferty Asset Management, LLC	$1.4M	15,311	−6,028	TRIM
244	Ethic Inc.	$1.4M	15,144	+760	ADD
245	Belpointe Asset Management LLC	$1.3M	14,877	−88	TRIM
246	JOHNSON INVESTMENT COUNSEL INC	$1.3M	14,864	−4,270	TRIM
247	United Bank	$1.3M	14,856	+889	ADD
248	Private Advisor Group, LLC	$1.3M	14,681	−913	TRIM
249	Candriam S.C.A.	$1.3M	14,531	0	NO CHANGE
250	Investment Management Corp of Ontario	$1.3M	14,144	+700	ADD
251	KEYBANK NATIONAL ASSOCIATION/OH	$1.3M	14,107	+968	ADD
252	COMMERCE BANK	$1.3M	14,089	+482	ADD
253	MACQUARIE GROUP LTD	$1.2M	13,488	−21,733	TRIM
254	Edgestream Partners, L.P.	$1.2M	13,469	+10,574	ADD
255	Crossmark Global Holdings, Inc.	$1.2M	13,300	—	NO PRIOR
256	Wealthfront Advisers LLC	$1.2M	13,261	+3,606	ADD
257	Ashton Thomas Private Wealth, LLC	$1.2M	13,229	+450	ADD
258	M&T BANK CORP	$1.2M	13,219	−11,968	TRIM
259	Pinnacle Financial Partners, Inc.	$1.2M	12,992	−2,259	TRIM
260	Skylands Capital, LLC	$1.2M	12,931	+2,810	ADD
261	Robertson Stephens Wealth Management, LLC	$1.1M	12,622	+83	ADD
262	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.1M	12,451	+4,617	ADD
263	Rockefeller Capital Management L.P.	$1.1M	12,275	+2,805	ADD
264	CITIZENS & NORTHERN CORP	$1.1M	12,228	+4,148	ADD
265	Camelot Portfolios, LLC	$1.1M	12,195	−970	TRIM
266	Vanguard Personalized Indexing Management, LLC	$1.1M	12,125	+2,270	ADD
267	MIZUHO SECURITIES USA LLC	$1.1M	11,981	−2,449	TRIM
268	TD Waterhouse Canada Inc.	$1.1M	11,875	+6,104	ADD
269	First National Advisers, LLC	$1.1M	11,852	+7,367	ADD
270	Sage Capital Advisors,llc	$1.1M	11,703	+1	ADD
271	Kintegral Advisory, LLC	$1.0M	11,426	−507	TRIM
272	TRUST CO OF TOLEDO NA /OH/	$1.0M	11,391	−404	TRIM
273	AlphaCore Capital LLC	$1.0M	11,159	+2,344	ADD
274	ASSOCIATED BANC-CORP	$980K	10,840	−475	TRIM
275	SCHRODER INVESTMENT MANAGEMENT GROUP	$972K	10,997	−1,338	TRIM
276	J. Safra Sarasin Holding AG	$938K	10,382	+1,095	ADD
277	EXCHANGE TRADED CONCEPTS, LLC	$937K	10,366	+1,279	ADD
278	Norinchukin Bank, The	$937K	10,361	+20	ADD
279	Atria Investments, Inc	$925K	10,233	+2,259	ADD
280	Malaga Cove Capital, LLC	$922K	10,196	+3,410	ADD
281	GLENMEDE TRUST CO NA	$918K	10,151	+1,252	ADD
282	Bryn Mawr Trust Advisors, LLC	$915K	10,125	−29,699	TRIM
283	Wealthspire Advisors, LLC	$912K	10,088	−799	TRIM
284	Central Pacific Bank - Trust Division	$897K	9,925	+100	ADD
285	SECURED RETIREMENT ADVISORS, LLC	$882K	9,752	+195	ADD
286	Maryland State Retirement & Pension System	$879K	9,720	0	NO CHANGE
287	Vident Advisory, LLC	$876K	9,683	+3,456	ADD
288	NewEdge Wealth, LLC	$870K	9,625	+3,719	ADD
289	Summit Financial, LLC	$868K	9,571	−366	TRIM
290	Financial Solutions Advisory Group, Inc.	$866K	9,578	—	NO PRIOR
291	OMERS ADMINISTRATION Corp	$861K	9,518	+2,062	ADD
292	NICOLET BANKSHARES INC	$850K	9,358	+9,358	NEW
293	Arnhold LLC	$831K	9,190	0	NO CHANGE
294	Dakota Wealth Management	$830K	9,184	−2,647	TRIM
295	1832 Asset Management L.P.	$827K	9,150	−650	TRIM
296	D. E. Shaw & Co., Inc.	$827K	9,146	−22,965	TRIM
297	Robeco Institutional Asset Management B.V.	$803K	8,877	0	NO CHANGE
298	Capital World Investors	$791K	8,745	+4,027	ADD
299	Brookstone Capital Management	$780K	8,628	−505	TRIM
300	INTECH INVESTMENT MANAGEMENT LLC	$778K	8,601	+1,023	ADD
301	Allspring Global Investments Holdings, LLC	$776K	8,528	+295	ADD
302	Stratos Wealth Partners, LTD.	$757K	8,377	−353	TRIM
303	MUFG Securities EMEA plc	$735K	8,130	0	NO CHANGE
304	MAIRS & POWER INC	$728K	8,050	−3,050	TRIM
305	FARMERS & MERCHANTS INVESTMENTS INC	$724K	8,005	0	NO CHANGE
306	DAVENPORT & Co LLC	$721K	7,968	−28,924	TRIM
307	St. Louis Trust Co	$719K	7,954	0	NO CHANGE
308	Caprock Group, LLC	$711K	7,832	+7,832	NEW
309	Kestra Advisory Services, LLC	$711K	7,858	+444	ADD
310	Steward Partners Investment Advisory, LLC	$708K	7,827	+2,106	ADD
311	OSSIAM	$706K	7,804	−190	TRIM
312	Osmosis Investment Management UK Ltd	$702K	7,742	+7,742	NEW
313	ABN AMRO INVESTMENT SOLUTIONS	$701K	7,748	−15,516	TRIM
314	Empowered Funds, LLC	$698K	7,723	−252	TRIM
315	STEPHENS INC /AR/	$690K	7,334	+2,021	ADD
316	ROMANO BROTHERS AND COMPANY	$681K	7,533	0	NO CHANGE
317	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$677K	7,485	+7,485	NEW
318	INSIGNEO ADVISORY SERVICES, LLC	$664K	7,349	+7,349	NEW
319	Saudi Central Bank	$661K	7,315	+7,315	NEW
320	Larson Financial Group LLC	$661K	7,306	+1,545	ADD
321	Sterling Capital Management LLC	$658K	7,277	−5,118	TRIM
322	KCM INVESTMENT ADVISORS LLC	$658K	7,275	−9,495	TRIM
323	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$657K	7,269	−1,037	TRIM
324	MOODY NATIONAL BANK TRUST DIVISION	$655K	7,246	−109	TRIM
325	CWM, LLC	$645K	7,137	−2,240	TRIM
326	Empirical Finance, LLC	$645K	7,130	−14	TRIM
327	Chicago Partners Investment Group LLC	$638K	6,857	+3,190	ADD
328	CSS LLC/IL	$634K	7,017	−7,610	TRIM
329	CIBC WORLD MARKET INC.	$634K	7,008	+7,008	NEW
330	LOWE BROCKENBROUGH & CO INC	$629K	6,960	−147	TRIM
331	SIMPLEX TRADING, LLC	$623K	6,887	+6,887	NEW
332	TOKIO MARINE ASSET MANAGEMENT CO LTD	$618K	6,839	+469	ADD
333	ROBERTS GLORE & CO INC /IL/	$615K	6,797	−568	TRIM
334	Beacon Pointe Advisors, LLC	$614K	6,788	+605	ADD
335	TECTONIC ADVISORS LLC	$612K	6,771	+928	ADD
336	Mill Capital Management, LLC	$611K	6,761	0	NO CHANGE
337	Legacy Capital Wealth Partners, LLC	$582K	6,437	+2,363	ADD
338	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$573K	6,342	+10	ADD
339	BRADLEY FOSTER & SARGENT INC/CT	$565K	6,250	−16	TRIM
340	Counterweight Ventures, LLC	$565K	6,250	+6,250	NEW
341	GUARDIAN CAPITAL LP	$562K	6,212	−4,272	TRIM
342	ADVISORTRUST PARTNERS, LLC	$559K	6,179	+1,267	ADD
343	Aptus Capital Advisors, LLC	$553K	6,117	−216	TRIM
344	IMC-Chicago, LLC	$553K	6,114	+6,114	NEW
345	Premier Path Wealth Partners, LLC	$552K	6,107	−2,628	TRIM
346	Generali Investments CEE, investicni spolecnost, a.s.	$552K	6,100	0	NO CHANGE
347	BAHL & GAYNOR INC	$542K	5,995	−50	TRIM
348	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$539K	5,968	−270	TRIM
349	FIDUCIARY TRUST CO	$538K	5,955	+5,955	NEW
350	Western Wealth Management, LLC	$526K	5,817	+5,817	NEW
351	North Dakota State Investment Board	$523K	5,789	−1,002	TRIM
352	DAYMARK WEALTH PARTNERS, LLC	$519K	5,736	−37	TRIM
353	Merit Financial Group, LLC	$518K	5,727	+288	ADD
354	Metis Global Partners, LLC	$508K	5,623	−684	TRIM
355	SCOTIA CAPITAL INC.	$505K	5,590	−1,575	TRIM
356	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$502K	5,548	+5,548	NEW
357	MUFG SECURITIES AMERICAS INC.	$496K	5,484	+145	ADD
358	Walleye Capital LLC	$492K	5,445	−2,657	TRIM
359	Modera Wealth Management, LLC	$484K	5,352	−320	TRIM
360	SECURIAN ASSET MANAGEMENT, INC	$478K	5,288	−100	TRIM
361	Snowden Capital Advisors LLC	$477K	5,258	−218	TRIM
362	Y-Intercept (Hong Kong) Ltd	$469K	5,190	−63,137	TRIM
363	UHLMANN PRICE SECURITIES, LLC	$468K	5,420	+5,420	NEW
364	WELCH & FORBES LLC	$459K	5,076	−1,728	TRIM
365	Assenagon Asset Management S.A.	$450K	4,975	−248	TRIM
366	Glenview Trust Co	$443K	4,894	+941	ADD
367	Birch Hill Investment Advisors LLC	$433K	4,792	−520	TRIM
368	Capital Group Investment Management Pte. Ltd.	$432K	4,777	0	NO CHANGE
369	HM PAYSON & CO	$422K	4,669	0	NO CHANGE
370	UMB Bank, n.a.	$422K	4,665	−677	TRIM
371	CAMBIENT FAMILY OFFICE, LLC	$412K	4,540	+335	ADD
372	Midwest Trust Co	$402K	4,448	−297	TRIM
373	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$401K	4,438	−362	TRIM
374	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$399K	4,412	0	NO CHANGE
375	NEW WAVE WEALTH ADVISORS LLC	$389K	4,295	+741	ADD
376	Forvis Mazars Wealth Advisors, LLC	$389K	4,297	+20	ADD
377	QRG CAPITAL MANAGEMENT, INC.	$384K	4,246	−195	TRIM
378	COLDSTREAM CAPITAL MANAGEMENT INC	$376K	4,158	+1,627	ADD
379	CIM INVESTMENT MANAGEMENT INC	$370K	4,095	−20	TRIM
380	GUYASUTA INVESTMENT ADVISORS INC	$368K	4,071	0	NO CHANGE
381	E Fund Management Co., Ltd.	$366K	4,049	—	NO PRIOR
382	MGO ONE SEVEN LLC	$361K	3,997	+581	ADD
383	Carnegie Lake Advisors LLC	$359K	3,972	0	NO CHANGE
384	Savant Capital, LLC	$359K	3,971	−124	TRIM
385	Clearstead Advisors, LLC	$358K	3,962	−1,795	TRIM
386	Cornerstone Wealth Group, LLC	$357K	3,856	+274	ADD
387	Kingsview Wealth Management, LLC	$357K	3,948	+87	ADD
388	Connecticut Wealth Management, LLC	$356K	3,937	0	NO CHANGE
389	Mariner, LLC	$355K	3,924	−70	TRIM
390	EVERGREEN CAPITAL MANAGEMENT LLC	$354K	3,904	+3,904	NEW
391	BLB&B Advisors, LLC	$353K	3,909	−371	TRIM
392	DUNCKER STREETT & CO INC	$353K	3,906	0	NO CHANGE
393	Boltwood Capital Management	$353K	3,903	+37	ADD
394	WINTON GROUP Ltd	$353K	3,900	+3,900	NEW
395	Pflug Koory, LLC	$349K	3,856	+79	ADD
396	Aristotle Capital Management, LLC	$347K	3,833	0	NO CHANGE
397	Vontobel Holding Ltd.	$342K	3,783	+3,783	NEW
398	VAN ECK ASSOCIATES CORP	$340K	3,763,920	+150,495	ADD
399	World Investment Advisors	$340K	3,756	−499	TRIM
400	RICE HALL JAMES & ASSOCIATES, LLC	$331K	3,663	+76	ADD
401	MONEY CONCEPTS CAPITAL CORP	$326K	3,610	+321	ADD
402	Alan B Lancz & Associates, Inc.	$326K	3,600	0	NO CHANGE
403	Aprio Wealth Management, LLC	$324K	3,586	+234	ADD
404	NewEdge Advisors, LLC	$321K	3,553	+3,553	NEW
405	Hills Bank & Trust Co	$320K	3,540	−4,472	TRIM
406	1ST SOURCE BANK	$318K	3,515	−295	TRIM
407	Ballentine Partners, LLC	$317K	3,510	+162	ADD
408	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$317K	3,506	+3,506	NEW
409	PRUDENTIAL PLC	$303K	3,354	0	NO CHANGE
410	COURIER CAPITAL LLC	$301K	3,332	0	NO CHANGE
411	Simplify Asset Management Inc.	$300K	3,315	−1,185	TRIM
412	PERSONAL CFO SOLUTIONS, LLC	$300K	3,305	−70	TRIM
413	SUVRETTA CAPITAL MANAGEMENT, LLC	$295K	3,260	0	NO CHANGE
414	Laird Norton Wetherby Trust Company, LLC	$294K	3,246	−1,608	TRIM
415	NIXON PEABODY TRUST CO	$294K	3,250	0	NO CHANGE
416	TRED AVON FAMILY WEALTH, LLC	$293K	3,243	+935	ADD
417	Evercore Wealth Management, LLC	$287K	3,174	0	NO CHANGE
418	EASTERN BANK	$284K	3,140	−600	TRIM
419	Cornerstone National Bank & Trust Co	$283K	3,112	−1,433	TRIM
420	Sompo Asset Management Co., Ltd.	$283K	3,130	+800	ADD
421	DoubleLine ETF Adviser LP	$278K	3,079	+3,079	NEW
422	Leonteq Securities AG	$277K	3,062	+153	ADD
423	Perigon Wealth Management, LLC	$275K	3,044	+739	ADD
424	ARIEL INVESTMENTS, LLC	$273K	3,014	−215	TRIM
425	TEMA ETFS LLC	$271K	3,000	+14	ADD
426	REGIONS FINANCIAL CORP	$270K	2,991	+34	ADD
427	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$270K	2,983	+2,983	NEW
428	TEACHER RETIREMENT SYSTEM OF TEXAS	$267K	2,955	−3,592	TRIM
429	BAR HARBOR WEALTH MANAGEMENT	$267K	2,953	−149	TRIM
430	NBT BANK, N.A.	$264K	2,919	−70	TRIM
431	Apollon Wealth Management, LLC	$263K	2,910	+408	ADD
432	Dorsey & Whitney Trust CO LLC	$261K	2,888	+67	ADD
433	J.W. COLE ADVISORS, INC.	$260K	2,879	−852	TRIM
434	Siemens Fonds Invest GmbH	$259K	2,862	+135	ADD
435	Radnor Capital Management, LLC	$257K	2,841	0	NO CHANGE
436	RWA WEALTH PARTNERS, LLC	$254K	2,810	−225	TRIM
437	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$252K	2,786	−356	TRIM
438	Procyon Advisors, LLC	$251K	2,777	+2,777	NEW
439	Compound Planning, Inc.	$250K	2,765	+2,765	NEW
440	EP Wealth Advisors, LLC	$250K	2,762	+2,762	NEW
441	MERIDIAN INVESTMENT COUNSEL INC.	$246K	2,725	0	NO CHANGE
442	OpenArc Corporate Advisory, LLC	$246K	2,717	+323	ADD
443	Probity Advisors, Inc.	$245K	2,713	−262	TRIM
444	one8zero8, LLC	$244K	2,700	0	NO CHANGE
445	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$237K	2,626	−155	TRIM
446	PATTON FUND MANAGEMENT, INC.	$237K	2,626	+235	ADD
447	Net Worth Advisory Group	$234K	2,592	−310	TRIM
448	CAPSTONE INVESTMENT ADVISORS, LLC	$234K	2,591	−2,220	TRIM
449	Aberdeen Wealth Management LLC	$231K	2,554	0	NO CHANGE
450	MAI Capital Management	$231K	2,550	−100	TRIM
451	Transamerica Financial Advisors, LLC	$230K	2,537	+1,276	ADD
452	WealthShield Partners, LLC	$228K	2,518	+1	ADD
453	Kera Capital Partners, Inc.	$227K	2,516	+2,516	NEW
454	180 WEALTH ADVISORS, LLC	$227K	2,506	+2,506	NEW
455	GATEWAY INVESTMENT ADVISERS LLC	$226K	2,500	+192	ADD
456	PKO Investment Management Joint-Stock Co	$226K	2,500	−1,200	TRIM
457	Hamilton Wealth, LLC	$226K	2,498	+2,498	NEW
458	HUB Investment Partners, LLC	$224K	2,482	+2,482	NEW
459	Park Edge Advisors, LLC	$224K	2,479	0	NO CHANGE
460	Allworth Financial LP	$219K	2,421	−370	TRIM
461	Baker Avenue Asset Management, LP	$218K	2,412	+2,412	NEW
462	CI INVESTMENTS INC.	$217K	2,395	−237	TRIM
463	SITTNER & NELSON, LLC	$213K	2,359	−91	TRIM
464	INTRUST BANK NA	$212K	2,349	+35	ADD
465	Sepio Capital, LP	$212K	2,344	+2,344	NEW
466	FIRST MANHATTAN CO. LLC.	$211K	2,332	−2,020	TRIM
467	Fifth Third Wealth Advisors LLC	$210K	2,317	+57	ADD
468	Ironwood Investment Counsel, LLC	$208K	2,301	−216	TRIM
469	Trace Wealth Advisors, LLC	$208K	2,300	0	NO CHANGE
470	Optas, LLC	$208K	2,298	+2,298	NEW
471	CENTRAL TRUST Co	$207K	2,289	−125	TRIM
472	Sound View Wealth Advisors Group, LLC	$207K	2,286	+15	ADD
473	Integrated Advisors Network LLC	$205K	2,266	+2,266	NEW
474	CHIRON CAPITAL MANAGEMENT, LLC	$203K	2,240	—	NO PRIOR
475	DARA CAPITAL US, INC.	$203K	2,240	0	NO CHANGE
476	Legacy Capital Group California, Inc.	$202K	2,234	+2,234	NEW
477	KING LUTHER CAPITAL MANAGEMENT CORP	$201K	2,223	+2,223	NEW
478	Trust Asset Management LLC	$201K	2,220	+2,220	NEW
479	PROFUND ADVISORS LLC	$200K	2,214	−1,010	TRIM
480	Tower Research Capital LLC (TRC)	$194K	2,150	−1,969	TRIM
481	CHAPMAN FINANCIAL GROUP, LLC	$188K	2,084	−520	TRIM
482	OSLO PENSJONSFORSIKRING AS	$184K	2,038	—	NO PRIOR
483	Wilmington Savings Fund Society, FSB	$171K	1,894	−2,102	TRIM
484	Atlantic Union Bankshares Corp	$168K	1,861	0	NO CHANGE
485	Annis Gardner Whiting Capital Advisors, LLC	$163K	1,807	+507	ADD
486	Plato Investment Management Ltd	$162K	1,790	0	NO CHANGE
487	Ameritas Investment Partners, Inc.	$160K	1,774	0	NO CHANGE
488	BROWN, LISLE/CUMMINGS, INC.	$159K	1,759	+59	ADD
489	Livforsakringsbolaget Skandia, Omsesidigt	$157K	1,730	0	NO CHANGE
490	WESTPAC BANKING CORP	$156K	1,729	−695	TRIM
491	JONES FINANCIAL COMPANIES LLLP	$153K	1,690	+403	ADD
492	GROUP ONE TRADING LLC	$142K	1,567	−447	TRIM
493	Global Assets Advisory, LLC	$118K	101,905	+101,905	NEW
494	Parkside Financial Bank & Trust	$117K	1,294	−7	TRIM
495	BARTLETT & CO. WEALTH MANAGEMENT LLC	$116K	1,402	−35	TRIM
496	THRIVENT FINANCIAL FOR LUTHERANS	$113K	1,252,795	+15,686	ADD
497	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$113K	1,245	−220	TRIM
498	Independence Bank of Kentucky	$111K	1,228	−405	TRIM
499	Smartleaf Asset Management LLC	$109K	1,231	+37	ADD
500	LOM Asset Management Ltd	$98.9K	1,094	+264	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ZBH

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Bridgewater Associates $7.9M held
Trimming: 1 Moore Capital Management $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ZIMMER BIOMET HOLDINGS INC

Merged timeline of congressional filings and notable-manager moves on ZBH
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	NEW	+52,832 sh
2026-05-15	Bridgewater Associates 13F	ADD	+2,765 sh
2026-05-15	Moore Capital Management 13F	EXIT	−126,806 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed ZBH — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).