Public record / Tickers / ZBH

ZBH — ZIMMER BIOMET HOLDINGS, INC.

Both disclosure regimes on one name: who in Congress filed about ZBH, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
24
all PTR rows naming ZBH
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Taylor, Nicholas V. · $100K–$250K

Sale · traded 2022-11-28 → filed 2022-12-26. Ranked over every ZBH row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ZBH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ZBH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-05-31Robert P. Bresnahan, Jr. R–PA-8SaleTraded 05-15 +16d$1K–$15K
2025-05-08Robert P. Bresnahan, Jr. R–PA-8PurchaseTraded 04-08 +30d$1K–$15K
2025-03-12Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 02-11 +29d$1K–$15K
2022-12-26Taylor, Nicholas V. SaleTraded 11-28 +28d$100K–$250K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 24 ↗

Members active in ZBH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing ZBH in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Alan Armstrong R–OK1$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fnew+52,832 sh
2026-05-15Bridgewater Associates 13Fadd+2,765 sh
2026-05-15Moore Capital Management 13Fexit−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of ZBH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1DODGE & COX$2.1B1
2BlackRock, Inc.$1.4B1
3HARRIS ASSOCIATES L P$1.2B1
4VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
5Capital International Investors$825M1
6STATE STREET CORP$800M1
7VANGUARD PORTFOLIO MANAGEMENT LLC$782M1
8FRANKLIN RESOURCES INC$493M1
9GEODE CAPITAL MANAGEMENT, LLC$485M1
10AMERICAN CENTURY COMPANIES INC$358M1
11PRIMECAP MANAGEMENT CO/CA/$353M1
12Invesco Ltd.$326M1
13HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$252M1
14DIMENSIONAL FUND ADVISORS LP$201M1
15MORGAN STANLEY$184M1
16NORTHERN TRUST CORP$183M1
17EQUITY INVESTMENT CORP$158M1
18BANK OF AMERICA CORP /DE/$140M1
19Legal & General Group Plc$139M1
20MANUFACTURERS LIFE INSURANCE COMPANY, THE$136M1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$133M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$125M1
23CITADEL ADVISORS LLC$125M1
24UBS Group AG$124M1
25Bank of New York Mellon Corp$110M1
26VICTORY CAPITAL MANAGEMENT INC$103M1
27VANGUARD FIDUCIARY TRUST CO$101M1
28ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$99.8M1
29Nuveen, LLC$90.4M1
30AMERIPRISE FINANCIAL INC$83.8M1
31DEUTSCHE BANK AG\$76.2M1
32CAUSEWAY CAPITAL MANAGEMENT LLC$73.1M1
33RAYMOND JAMES FINANCIAL INC$69.0M1
34SHAPIRO CAPITAL MANAGEMENT LLC$59.0M1
35Holocene Advisors, LP$53.7M1
36Swiss National Bank$52.6M1
37Defilade Capital Management, L.P.$52.4M1
38Boston Partners$51.5M1
39Amundi$50.5M1
40Magellan Asset Management Ltd$49.8M1
41Sumitomo Mitsui Trust Group, Inc.$43.1M1
42Vanguard Global Advisers, LLC$41.6M1
43CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$41.4M1
44Mitsubishi UFJ Asset Management Co., Ltd.$41.0M1
45BARCLAYS PLC$38.5M1
46BALYASNY ASSET MANAGEMENT L.P.$38.4M1
47SEI INVESTMENTS CO$37.2M1
48WILSEY ASSET MANAGEMENT INC$36.4M1
49Quantinno Capital Management LP$35.8M1
50FIRST TRUST ADVISORS LP$35.0M1
51HSBC HOLDINGS PLC$32.1M1
52VANGUARD ASSET MANAGEMENT, Ltd$31.9M1
53Lido Advisors, LLC$29.3M1
54AQR CAPITAL MANAGEMENT LLC$29.0M1
55ROYAL BANK OF CANADA$28.9M1
56ENVESTNET ASSET MANAGEMENT INC$26.8M1
57Minneapolis Portfolio Management Group, LLC$25.8M1
58ONTARIO TEACHERS PENSION PLAN BOARD$24.5M1
59Parkman Healthcare Partners LLC$24.4M1
60ALLIANCEBERNSTEIN L.P.$21.2M1
61PRINCIPAL FINANCIAL GROUP INC$20.0M1
62NATIONAL BANK OF CANADA /FI/$19.6M1
63CITIGROUP INC$17.6M1
64National Pension Service$17.5M1
65Vestal Point Capital, LP$17.2M1
66STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$16.4M1
67WELLS FARGO & COMPANY/MN$16.2M1
68Eurizon Capital SGR S.p.A.$16.2M1
69Invenomic Capital Management LP$15.3M1
70Capital International, Inc./CA/$15.2M1
71Aberdeen Group plc$15.1M1
72AVIVA PLC$14.8M1
73SECTOR GAMMA AS$14.1M1
74Bellevue Group AG$14.1M1
75QSM Asset Management Ltd$13.7M1
76FIRST NATIONAL BANK OF OMAHA$13.1M1
77M&G Plc$12.7M1
78Focus Partners Wealth$12.3M1
79Northside Capital Management, LLC$12.3M1
80BANK OF MONTREAL /CAN/$11.7M1
81DANSKE BANK A/S$11.6M1
82KLCM Advisors, Inc.$11.6M1
83Universal- Beteiligungs- und Servicegesellschaft mbH$11.4M1
84United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$11.1M1
85Korea Investment CORP$10.2M1
86KLP KAPITALFORVALTNING AS$10.1M1
87LPL Financial LLC$10.1M1
88Pictet Asset Management Holding SA$9.8M1
89STATE OF WISCONSIN INVESTMENT BOARD$9.6M1
90MACKENZIE FINANCIAL CORP$9.2M1
91FMR LLC$9.1M1
92Chevy Chase Trust Holdings, LLC$8.9M1
93Vanguard Investments Australia, Ltd.$8.8M1
94ExodusPoint Capital Management, LP$8.7M1
95PRUDENTIAL FINANCIAL INC$8.7M1
96Illinois Municipal Retirement Fund$8.6M1
97Leeward Investments, LLC - MA$8.5M1
98ICICI Prudential Asset Management Co Ltd$8.5M1
99BNP Paribas Asset Management Holding S.A.$8.2M1
100ROYAL LONDON ASSET MANAGEMENT LTD$8.2M1
101TD ASSET MANAGEMENT INC$7.9M1
102APG Asset Management N.V.$7.9M1
103Asset Management One Co., Ltd.$7.8M1
104MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.7M1
105Tredje AP-fonden$7.4M1
106Creative Planning$7.3M1
107NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$7.2M1
108Providence Capital Advisors, LLC$7.1M1
109US BANCORP \DE\$7.0M1
110Cerity Partners LLC$6.9M1
111EASTERLY INVESTMENT PARTNERS LLC$6.9M1
112Woodline Partners LP$6.6M1
113NOMURA ASSET MANAGEMENT CO LTD$6.4M1
114CIBC Bancorp USA Inc.$6.4M1
115AUXIER ASSET MANAGEMENT LLC$6.2M1
116STIFEL FINANCIAL CORP$6.2M1
117Callan Family Office, LLC$6.2M1
118State of New Jersey Common Pension Fund D$5.9M1
119Sequoia Financial Advisors, LLC$5.8M1
120Resona Asset Management Co.,Ltd.$5.7M1
121Vivaldi Capital Management LP$5.7M1
122STOREBRAND ASSET MANAGEMENT AS$5.7M1
123Sio Capital Management, LLC$5.7M1
124Lansforsakringar Fondforvaltning AB (publ)$5.7M1
125PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.6M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$5.6M1
127EVERETT HARRIS & CO /CA/$5.5M1
128RENAISSANCE TECHNOLOGIES LLC$5.5M1
129BRANDES INVESTMENT PARTNERS, LP$5.4M1
130TORONTO DOMINION BANK$5.3M1
131Live Oak Private Wealth LLC$5.1M1
132ADAGE CAPITAL PARTNERS GP, L.L.C.$5.1M1
133USS Investment Management Ltd$5.1M1
134Rakuten Investment Management, Inc.$5.1M1
135Hillman Capital Management, Inc.$5.0M1
136Tidal Investments LLC$5.0M1
137STATE OF MICHIGAN RETIREMENT SYSTEM$5.0M1
138Czech National Bank$4.9M1
139Arizona State Retirement System$4.9M1
140Gotham Asset Management, LLC$4.8M1
141Corient Private Wealth LLC$4.8M1
142Taproot Management LP$4.7M1
143VOYA INVESTMENT MANAGEMENT LLC$4.6M1
144Integral Health Asset Management, LLC$4.5M1
145FIFTH THIRD BANCORP$4.5M1
146CIBC Asset Management Inc$4.3M1
147ARMOR ADVISORS, L.L.C.$4.3M1
148MetLife Investment Management, LLC$4.2M1
149COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.2M1
150Calamos Advisors LLC$4.1M1
151Pathstone Holdings, LLC$4.0M1
152IFM Investors Pty Ltd$4.0M1
153WELLINGTON MANAGEMENT GROUP LLP$4.0M1
154Swiss Life Asset Management Ltd$4.0M1
155ALLIANZ SE$3.9M1
156BANK OF NOVA SCOTIA$3.9M1
157Mirae Asset Global Investments Co., Ltd.$3.9M1
158Covea Finance$3.9M1
159Capital International Sarl$3.8M1
160Squarepoint Ops LLC$3.8M1
161Retirement Systems of Alabama$3.8M1
162Cresset Asset Management, LLC$3.8M1
163Elo Mutual Pension Insurance Co$3.7M1
164FIL Ltd$3.6M1
165SEB Asset Management AB$3.6M1
166COMMONWEALTH EQUITY SERVICES, LLC$3.6M1
167NorthCrest Asset Manangement, LLC$3.5M1
168DnB Asset Management AS$3.5M1
169Gilman Hill Asset Management, LLC$3.5M1
170SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M1
171GUGGENHEIM CAPITAL LLC$3.5M1
172AMG National Trust Bank$3.4M1
173WEDGE CAPITAL MANAGEMENT L L P/NC$3.4M1
174MONARCH CAPITAL MANAGEMENT INC$3.4M1
175Round Hill Asset Management$3.4M1
176Swedbank AB$3.3M1
177OSAIC HOLDINGS, INC.$3.3M1
178XTX Topco Ltd$3.1M1
179CORBYN INVESTMENT MANAGEMENT INC/MD$3.1M1
180Bridgewater Associates, LP$3.1M1
181Daiwa Securities Group Inc.$3.1M1
182FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$3.1M1
183Federation des caisses Desjardins du Quebec$3.0M1
184XPONANCE LLC$3.0M1
185NISA INVESTMENT ADVISORS, LLC$3.0M1
186Utah Retirement Systems$2.9M1
187PUBLIC SECTOR PENSION INVESTMENT BOARD$2.9M1
188TWO SIGMA INVESTMENTS, LP$2.9M1
189ASSETMARK, INC$2.8M1
190NEOS Investment Management LLC$2.8M1
191ProShare Advisors LLC$2.8M1
192DCF Advisers, LLC$2.8M1
193WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.7M1
194D.A. DAVIDSON & CO.$2.7M1
195NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.7M1
196MERCER GLOBAL ADVISORS INC /ADV$2.6M1
197ABSHER WEALTH MANAGEMENT, LLC$2.5M1
198CREDIT AGRICOLE S A$2.5M1
199BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$2.5M1
200Waverly Advisors, LLC$2.4M1
201Ensign Peak Advisors, Inc$2.4M1
202NISSAY ASSET MANAGEMENT CORP /JAPAN$2.4M1
203YOUSIF CAPITAL MANAGEMENT, LLC$2.3M1
204Cetera Investment Advisers$2.3M1
205Uncommon Cents Investing LLC$2.3M1
206Janus Henderson Group Ltd.$2.3M1
207UniSuper Management Pty Ltd$2.3M1
208Jefferies Financial Group Inc.$2.2M1
209CAPITAL INTERNATIONAL LTD /CA/$2.2M1
210Morningstar Investment Management LLC$2.2M1
211Sumitomo Mitsui DS Asset Management Company, Ltd$2.2M1
212ASR Vermogensbeheer N.V.$2.1M1
213OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.0M1
214Auto-Owners Insurance Co$2.0M1
215Allianz Asset Management GmbH$2.0M1
216&PARTNERS$1.9M1
217Baird Financial Group, Inc.$1.9M1
218MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.9M1
219HighTower Advisors, LLC$1.9M1
220NORDEA INVESTMENT MANAGEMENT AB$1.9M1
221OP Asset Management Ltd$1.9M1
222Missouri Trust & Investment Co$1.8M1
223OPPENHEIMER & CO INC$1.8M1
224Summit Trail Advisors, LLC$1.8M1
225Ally Financial Inc.$1.8M1
226Arax Advisory Partners$1.8M1
227BLAIR WILLIAM & CO/IL$1.7M1
228Roberts Wealth Advisors, LLC$1.7M1
229BROWN ADVISORY INC$1.7M1
230Sanctuary Advisors, LLC$1.7M1
231TRUIST FINANCIAL CORP$1.7M1
232GRANDFIELD & DODD, LLC$1.7M1
233Sovereign's Capital Management, LLC$1.6M1
234Barnes Dennig Private Wealth Management LLC$1.6M1
235MML INVESTORS SERVICES, LLC$1.6M1
236HB Wealth Management, LLC$1.6M1
237Rodgers Brothers Inc.$1.6M1
238FORA Capital, LLC$1.5M1
239MEYER HANDELMAN CO$1.4M1
240CHOREO, LLC$1.4M1
241CRAWFORD INVESTMENT COUNSEL INC$1.4M1
242Generali Asset Management SPA SGR$1.4M1
243Rafferty Asset Management, LLC$1.4M1
244Ethic Inc.$1.4M1
245Belpointe Asset Management LLC$1.3M1
246JOHNSON INVESTMENT COUNSEL INC$1.3M1
247United Bank$1.3M1
248Private Advisor Group, LLC$1.3M1
249Candriam S.C.A.$1.3M1
250Investment Management Corp of Ontario$1.3M1
251KEYBANK NATIONAL ASSOCIATION/OH$1.3M1
252COMMERCE BANK$1.3M1
253MACQUARIE GROUP LTD$1.2M1
254Edgestream Partners, L.P.$1.2M1
255Crossmark Global Holdings, Inc.$1.2M1
256Wealthfront Advisers LLC$1.2M1
257Ashton Thomas Private Wealth, LLC$1.2M1
258M&T BANK CORP$1.2M1
259Pinnacle Financial Partners, Inc.$1.2M1
260Skylands Capital, LLC$1.2M1
261Robertson Stephens Wealth Management, LLC$1.1M1
262HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.1M1
263Rockefeller Capital Management L.P.$1.1M1
264CITIZENS & NORTHERN CORP$1.1M1
265Camelot Portfolios, LLC$1.1M1
266Vanguard Personalized Indexing Management, LLC$1.1M1
267MIZUHO SECURITIES USA LLC$1.1M1
268TD Waterhouse Canada Inc.$1.1M1
269First National Advisers, LLC$1.1M1
270Sage Capital Advisors,llc$1.1M1
271Kintegral Advisory, LLC$1.0M1
272TRUST CO OF TOLEDO NA /OH/$1.0M1
273AlphaCore Capital LLC$1.0M1
274ASSOCIATED BANC-CORP$980K1
275SCHRODER INVESTMENT MANAGEMENT GROUP$972K1
276J. Safra Sarasin Holding AG$938K1
277EXCHANGE TRADED CONCEPTS, LLC$937K1
278Norinchukin Bank, The$937K1
279Atria Investments, Inc$925K1
280Malaga Cove Capital, LLC$922K1
281GLENMEDE TRUST CO NA$918K1
282Bryn Mawr Trust Advisors, LLC$915K1
283Wealthspire Advisors, LLC$912K1
284Central Pacific Bank - Trust Division$897K1
285SECURED RETIREMENT ADVISORS, LLC$882K1
286Maryland State Retirement & Pension System$879K1
287Vident Advisory, LLC$876K1
288NewEdge Wealth, LLC$870K1
289Summit Financial, LLC$868K1
290Financial Solutions Advisory Group, Inc.$866K1
291OMERS ADMINISTRATION Corp$861K1
292NICOLET BANKSHARES INC$850K1
293Arnhold LLC$831K1
294Dakota Wealth Management$830K1
2951832 Asset Management L.P.$827K1
296D. E. Shaw & Co., Inc.$827K1
297Robeco Institutional Asset Management B.V.$803K1
298Capital World Investors$791K1
299Brookstone Capital Management$780K1
300INTECH INVESTMENT MANAGEMENT LLC$778K1
301Allspring Global Investments Holdings, LLC$776K1
302Stratos Wealth Partners, LTD.$757K1
303MUFG Securities EMEA plc$735K1
304MAIRS & POWER INC$728K1
305FARMERS & MERCHANTS INVESTMENTS INC$724K1
306DAVENPORT & Co LLC$721K1
307St. Louis Trust Co$719K1
308Caprock Group, LLC$711K1
309Kestra Advisory Services, LLC$711K1
310Steward Partners Investment Advisory, LLC$708K1
311OSSIAM$706K1
312Osmosis Investment Management UK Ltd$702K1
313ABN AMRO INVESTMENT SOLUTIONS$701K1
314Empowered Funds, LLC$698K1
315STEPHENS INC /AR/$690K1
316ROMANO BROTHERS AND COMPANY$681K1
317UNITED CAPITAL FINANCIAL ADVISORS, LLC$677K1
318INSIGNEO ADVISORY SERVICES, LLC$664K1
319Saudi Central Bank$661K1
320Larson Financial Group LLC$661K1
321Sterling Capital Management LLC$658K1
322KCM INVESTMENT ADVISORS LLC$658K1
323NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$657K1
324MOODY NATIONAL BANK TRUST DIVISION$655K1
325CWM, LLC$645K1
326Empirical Finance, LLC$645K1
327Chicago Partners Investment Group LLC$638K1
328CSS LLC/IL$634K1
329CIBC WORLD MARKET INC.$634K1
330LOWE BROCKENBROUGH & CO INC$629K1
331SIMPLEX TRADING, LLC$623K1
332TOKIO MARINE ASSET MANAGEMENT CO LTD$618K1
333ROBERTS GLORE & CO INC /IL/$615K1
334Beacon Pointe Advisors, LLC$614K1
335TECTONIC ADVISORS LLC$612K1
336Mill Capital Management, LLC$611K1
337Legacy Capital Wealth Partners, LLC$582K1
338NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$573K1
339BRADLEY FOSTER & SARGENT INC/CT$565K1
340Counterweight Ventures, LLC$565K1
341GUARDIAN CAPITAL LP$562K1
342ADVISORTRUST PARTNERS, LLC$559K1
343Aptus Capital Advisors, LLC$553K1
344IMC-Chicago, LLC$553K1
345Premier Path Wealth Partners, LLC$552K1
346Generali Investments CEE, investicni spolecnost, a.s.$552K1
347BAHL & GAYNOR INC$542K1
348BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$539K1
349FIDUCIARY TRUST CO$538K1
350Western Wealth Management, LLC$526K1
351North Dakota State Investment Board$523K1
352DAYMARK WEALTH PARTNERS, LLC$519K1
353Merit Financial Group, LLC$518K1
354Metis Global Partners, LLC$508K1
355SCOTIA CAPITAL INC.$505K1
356Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$502K1
357MUFG SECURITIES AMERICAS INC.$496K1
358Walleye Capital LLC$492K1
359Modera Wealth Management, LLC$484K1
360SECURIAN ASSET MANAGEMENT, INC$478K1
361Snowden Capital Advisors LLC$477K1
362Y-Intercept (Hong Kong) Ltd$469K1
363UHLMANN PRICE SECURITIES, LLC$468K1
364WELCH & FORBES LLC$459K1
365Assenagon Asset Management S.A.$450K1
366Glenview Trust Co$443K1
367Birch Hill Investment Advisors LLC$433K1
368Capital Group Investment Management Pte. Ltd.$432K1
369HM PAYSON & CO$422K1
370UMB Bank, n.a.$422K1
371CAMBIENT FAMILY OFFICE, LLC$412K1
372Midwest Trust Co$402K1
373Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$401K1
374CLIFFORD SWAN INVESTMENT COUNSEL LLC$399K1
375NEW WAVE WEALTH ADVISORS LLC$389K1
376Forvis Mazars Wealth Advisors, LLC$389K1
377QRG CAPITAL MANAGEMENT, INC.$384K1
378COLDSTREAM CAPITAL MANAGEMENT INC$376K1
379CIM INVESTMENT MANAGEMENT INC$370K1
380GUYASUTA INVESTMENT ADVISORS INC$368K1
381E Fund Management Co., Ltd.$366K1
382MGO ONE SEVEN LLC$361K1
383Carnegie Lake Advisors LLC$359K1
384Savant Capital, LLC$359K1
385Clearstead Advisors, LLC$358K1
386Cornerstone Wealth Group, LLC$357K1
387Kingsview Wealth Management, LLC$357K1
388Connecticut Wealth Management, LLC$356K1
389Mariner, LLC$355K1
390EVERGREEN CAPITAL MANAGEMENT LLC$354K1
391BLB&B Advisors, LLC$353K1
392DUNCKER STREETT & CO INC$353K1
393Boltwood Capital Management$353K1
394WINTON GROUP Ltd$353K1
395Pflug Koory, LLC$349K1
396Aristotle Capital Management, LLC$347K1
397Vontobel Holding Ltd.$342K1
398VAN ECK ASSOCIATES CORP$340K1
399World Investment Advisors$340K1
400RICE HALL JAMES & ASSOCIATES, LLC$331K1
401MONEY CONCEPTS CAPITAL CORP$326K1
402Alan B Lancz & Associates, Inc.$326K1
403Aprio Wealth Management, LLC$324K1
404NewEdge Advisors, LLC$321K1
405Hills Bank & Trust Co$320K1
4061ST SOURCE BANK$318K1
407Ballentine Partners, LLC$317K1
408ASAHI LIFE ASSET MANAGEMENT CO., LTD.$317K1
409PRUDENTIAL PLC$303K1
410COURIER CAPITAL LLC$301K1
411Simplify Asset Management Inc.$300K1
412PERSONAL CFO SOLUTIONS, LLC$300K1
413SUVRETTA CAPITAL MANAGEMENT, LLC$295K1
414Laird Norton Wetherby Trust Company, LLC$294K1
415NIXON PEABODY TRUST CO$294K1
416TRED AVON FAMILY WEALTH, LLC$293K1
417Evercore Wealth Management, LLC$287K1
418EASTERN BANK$284K1
419Cornerstone National Bank & Trust Co$283K1
420Sompo Asset Management Co., Ltd.$283K1
421DoubleLine ETF Adviser LP$278K1
422Leonteq Securities AG$277K1
423Perigon Wealth Management, LLC$275K1
424ARIEL INVESTMENTS, LLC$273K1
425TEMA ETFS LLC$271K1
426REGIONS FINANCIAL CORP$270K1
427CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$270K1
428TEACHER RETIREMENT SYSTEM OF TEXAS$267K1
429BAR HARBOR WEALTH MANAGEMENT$267K1
430NBT BANK, N.A.$264K1
431Apollon Wealth Management, LLC$263K1
432Dorsey & Whitney Trust CO LLC$261K1
433J.W. COLE ADVISORS, INC.$260K1
434Siemens Fonds Invest GmbH$259K1
435Radnor Capital Management, LLC$257K1
436RWA WEALTH PARTNERS, LLC$254K1
437O'SHAUGHNESSY ASSET MANAGEMENT, LLC$252K1
438Procyon Advisors, LLC$251K1
439Compound Planning, Inc.$250K1
440EP Wealth Advisors, LLC$250K1
441MERIDIAN INVESTMENT COUNSEL INC.$246K1
442OpenArc Corporate Advisory, LLC$246K1
443Probity Advisors, Inc.$245K1
444one8zero8, LLC$244K1
445FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$237K1
446PATTON FUND MANAGEMENT, INC.$237K1
447Net Worth Advisory Group$234K1
448CAPSTONE INVESTMENT ADVISORS, LLC$234K1
449Aberdeen Wealth Management LLC$231K1
450MAI Capital Management$231K1
451Transamerica Financial Advisors, LLC$230K1
452WealthShield Partners, LLC$228K1
453Kera Capital Partners, Inc.$227K1
454180 WEALTH ADVISORS, LLC$227K1
455GATEWAY INVESTMENT ADVISERS LLC$226K1
456PKO Investment Management Joint-Stock Co$226K1
457Hamilton Wealth, LLC$226K1
458HUB Investment Partners, LLC$224K1
459Park Edge Advisors, LLC$224K1
460Allworth Financial LP$219K1
461Baker Avenue Asset Management, LP$218K1
462CI INVESTMENTS INC.$217K1
463SITTNER & NELSON, LLC$213K1
464INTRUST BANK NA$212K1
465Sepio Capital, LP$212K1
466FIRST MANHATTAN CO. LLC.$211K1
467Fifth Third Wealth Advisors LLC$210K1
468Ironwood Investment Counsel, LLC$208K1
469Trace Wealth Advisors, LLC$208K1
470Optas, LLC$208K1
471CENTRAL TRUST Co$207K1
472Sound View Wealth Advisors Group, LLC$207K1
473Integrated Advisors Network LLC$205K1
474CHIRON CAPITAL MANAGEMENT, LLC$203K1
475DARA CAPITAL US, INC.$203K1
476Legacy Capital Group California, Inc.$202K1
477KING LUTHER CAPITAL MANAGEMENT CORP$201K1
478Trust Asset Management LLC$201K1
479PROFUND ADVISORS LLC$200K1
480Tower Research Capital LLC (TRC)$194K1
481CHAPMAN FINANCIAL GROUP, LLC$188K1
482OSLO PENSJONSFORSIKRING AS$184K1
483Wilmington Savings Fund Society, FSB$171K1
484Atlantic Union Bankshares Corp$168K1
485Annis Gardner Whiting Capital Advisors, LLC$163K1
486Plato Investment Management Ltd$162K1
487Ameritas Investment Partners, Inc.$160K1
488BROWN, LISLE/CUMMINGS, INC.$159K1
489Livforsakringsbolaget Skandia, Omsesidigt$157K1
490WESTPAC BANKING CORP$156K1
491JONES FINANCIAL COMPANIES LLLP$153K1
492GROUP ONE TRADING LLC$142K1
493Global Assets Advisory, LLC$118K1
494Parkside Financial Bank & Trust$117K1
495BARTLETT & CO. WEALTH MANAGEMENT LLC$116K1
496THRIVENT FINANCIAL FOR LUTHERANS$113K1
497TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$113K1
498Independence Bank of Kentucky$111K1
499Smartleaf Asset Management LLC$109K1
500LOM Asset Management Ltd$98.9K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ZBH

RETAINED WINDOW · ACTIVE HITS
Signal hits naming ZBH
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for ZBH · financials and macro

Financials — as filed PLANNED

ZBH's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ZBH on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing