Who holds ZBHticker 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 ↗

673

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$15.2B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

309

addsholders whose share count rose or who opened the position (new + add), by shares

105

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed ZBH — the congressional view ↗