ZBH Institutional Ownership
Zimmer Biomet Holdings, Inc.
1W: +0.1%
1M: +5.1%
3M: -1.1%
YTD: +6.7%
1Y: -6.8%
3Y: -6.7%
5Y: -31.5%
$96.06
-1.38 (-1.42%)
Weekly Expected Move ±4.1%
$90
$94
$99
$103
$107
Credit Risk of going bust: lower than 59% of companies Debt: 29.0% of company value Bonds: $395.5M held by 204 funds, 69 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.93 (down 97%), Zimmer Biomet Holdings, Inc. would be worth roughly what it owes.
Total debt $7.48B against a stock market value of $18.32B.
Distance to default 6.04 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.34B (short-term plus half of long-term), stock volatility 33.5%; Altman Z 2.48. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.93 (down 97%), Zimmer Biomet Holdings, Inc. would be worth roughly what it owes.
Total debt $7.48B against a stock market value of $18.32B.
Distance to default 6.04 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.34B (short-term plus half of long-term), stock volatility 33.5%; Altman Z 2.48. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — ZBH
994
Institutional Holders
-24 vs prior quarter
0.0%
Ownership
+0.00pp
$17B
Total Invested
95
New Positions
314
Increased
389
Reduced
83
Closed
1.44
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1090 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 24,124,735 | $2.3B | +582,035 | +2.5% | 18Q | SEC ↗ |
| 2 | BlackRock, Inc. | 15,614,847 | $1.5B | +274,041 | +1.8% | 8Q | SEC ↗ |
| 3 | HARRIS ASSOCIATES L P | 12,738,025 | $1.2B | -221,914 | -1.7% | 5Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 12,634,937 | $1.2B | -158,475 | -1.2% | 2Q | SEC ↗ |
| 5 | Capital International Investors | 12,183,614 | $1.2B | +3,064,392 | +33.6% | 5Q | SEC ↗ |
| 6 | STATE STREET CORP | 8,877,171 | $853M | +52,044 | +0.6% | 46Q | SEC ↗ |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,441,747 | $811M | -208,481 | -2.4% | 2Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5,349,223 | $514M | -30,302 | -0.6% | 92Q | SEC ↗ |
| 9 | PRICE T ROWE ASSOCIATES INC /MD | 4,797,157 | $461M | -3,202,555 | -40.0% | 16Q | SEC ↗ |
| 10 | Invesco Ltd. | 3,979,860 | $382M | +374,435 | +10.4% | 87Q | SEC ↗ |
| 11 | PRIMECAP MANAGEMENT CO/CA | 3,816,680 | $367M | -90,470 | -2.3% | 15Q | SEC ↗ |
| 12 | VAN ECK ASSOCIATES CORP | 3,501,654 | $336M | -262,266 | -7.0% | 15Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 3,477,472 | $334M | +2,098,807 | +152.2% | 4Q | SEC ↗ |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 2,761,429 | $265M | -30,960 | -1.1% | 59Q | SEC ↗ |
| 15 | UBS Group AG | 2,758,615 | $265M | +1,385,250 | +100.9% | 47Q | SEC ↗ |
| 16 | AMERICAN CENTURY COMPANIES INC | 2,744,463 | $264M | -1,218,743 | -30.8% | 15Q | SEC ↗ |
| 17 | MORGAN STANLEY | 2,591,503 | $249M | +561,688 | +27.7% | 60Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 2,177,724 | $209M | +627,934 | +40.5% | 15Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 1,965,052 | $189M | -58,015 | -2.9% | 100Q | SEC ↗ |
| 20 | DIMENSIONAL FUND ADVISORS LP | 1,958,313 | $188M | -265,850 | -12.0% | 100Q | SEC ↗ |
| 21 | EQUITY INVESTMENT CORP | 1,681,360 | $162M | -62,944 | -3.6% | 8Q | SEC ↗ |
| 22 | NORGES BANK NEW | 1,587,431 | $152M | — | +0.0% | 1Q | SEC ↗ |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,562,139 | $150M | +457,921 | +41.5% | 17Q | SEC ↗ |
| 24 | Legal & General Group Plc | 1,465,529 | $141M | -71,412 | -4.6% | 27Q | SEC ↗ |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,458,259 | $140M | -47,501 | -3.2% | 100Q | SEC ↗ |
| 26 | UBS AM, a distinct business unit of UB | 1,457,553 | $140M | -12,667 | -0.9% | 63Q | SEC ↗ |
| 27 | Vestal Point Capital, LP | 1,400,000 | $134M | +1,210,000 | +636.8% | 3Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,377,103 | $132M | -8,776 | -0.6% | 15Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 1,377,103 | $132M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Thrivent Financial for Lutherans | 1,256,690 | $121M | +3,895 | +0.3% | 25Q | SEC ↗ |
| 31 | Holocene Advisors, LP | 1,177,461 | $113M | +583,756 | +98.3% | 2Q | SEC ↗ |
| 32 | VICTORY CAPITAL MANAGEMENT INC | 1,150,725 | $111M | +10,831 | +1.0% | 52Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 1,113,025 | $107M | -101,312 | -8.3% | 76Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 1,086,170 | $104M | -26,516 | -2.4% | 2Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 1,040,975 | $100M | +113,890 | +12.3% | 16Q | SEC ↗ |
| 36 | GOLDMAN SACHS GROUP INC | 968,628 | $93M | -119,585 | -11.0% | 15Q | SEC ↗ |
| 37 | TORONTO DOMINION BANK | 947,731 | $91M | +889,634 | +1531.3% | 84Q | SEC ↗ |
| 38 | Woodline Partners LP | 942,300 | $91M | +869,014 | +1185.8% | 20Q | SEC ↗ |
| 39 | DEUTSCHE BANK AG | 923,552 | $89M | +81,001 | +9.6% | 52Q | SEC ↗ |
| 40 | Point72 Asset Management, L.P. NEW | 879,851 | $85M | — | +0.0% | 1Q | SEC ↗ |
| 41 | RAYMOND JAMES FINANCIAL INC | 866,170 | $83M | +102,969 | +13.5% | 7Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 815,914 | $78M | -12,506 | -1.5% | 100Q | SEC ↗ |
| 43 | Sound Shore Management Inc /CT | 794,602 | $76M | -257,600 | -24.5% | 7Q | SEC ↗ |
| 44 | CAUSEWAY CAPITAL MANAGEMENT LLC | 788,810 | $76M | -19,300 | -2.4% | 19Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 722,139 | $69M | +326,063 | +82.3% | 17Q | SEC ↗ |
| 46 | Amundi | 719,279 | $69M | +160,765 | +28.8% | 21Q | SEC ↗ |
| 47 | Boston Partners | 709,202 | $68M | +140,193 | +24.6% | 50Q | SEC ↗ |
| 48 | Meridiem Capital Partners LP NEW | 638,555 | $61M | — | +0.0% | 1Q | SEC ↗ |
| 49 | THOMPSON SIEGEL & WALMSLEY LLC | 633,288 | $61M | +34,968 | +5.8% | 8Q | SEC ↗ |
| 50 | SHAPIRO CAPITAL MANAGEMENT LLC | 605,411 | $58M | -46,553 | -7.1% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,587,431 | $152M |
| Sixth Street Partners Management Co | 1,377,103 | $132M |
| Point72 Asset Management, L.P. | 879,851 | $85M |
| Meridiem Capital Partners LP | 638,555 | $61M |
| Schonfeld Strategic Advisors LLC | 603,216 | $58M |
| CANADA PENSION PLAN INVESTMENT BOAR | 378,010 | $36M |
| Alberta Investment Management Corp | 297,894 | $29M |
| MILLENNIUM MANAGEMENT LLC | 222,065 | $21M |
| MOORE CAPITAL MANAGEMENT, LP | 198,642 | $19M |
| MARSHALL WACE, LLP | 144,500 | $14M |
| Longaeva Partners L.P. | 98,054 | $9M |
| TUDOR INVESTMENT CORP ET AL | 71,996 | $7M |
| Engineers Gate Manager LP | 71,574 | $7M |
| Blue Sparrow, LLC /DE | 70,500 | $7M |
| Lightrock Netherlands B.V. | 53,278 | $5M |
| Munich Reinsurance Co Stock Corp in | 43,598 | $4M |
| Nykredit A/S | 37,377 | $4M |
| Aquatic Capital Management LLC | 32,655 | $3M |
| EVERETT HARRIS & CO /CA | 29,647 | $3M |
| Jupiter Topco LLC | 25,021 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Balyasny Asset Management L.P. | 424,578 | $41M |
| Border to Coast Pensions Partnershi | 395,621 | $38M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 270,876 | $26M |
| DEROY & DEVEREAUX PRIVATE INVESTMEN | 206,256 | $20M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 177,724 | $17M |
| Global Assets Advisory, LLC | 101,905 | $10M |
| RENAISSANCE TECHNOLOGIES LLC | 60,536 | $6M |
| Verition Fund Management LLC | 60,203 | $6M |
| Live Oak Private Wealth LLC | 56,915 | $5M |
| Vinva Investment Management Ltd | 53,982 | $5M |
| NATIXIS | 51,038 | $5M |
| Integral Health Asset Management, L | 50,000 | $5M |
| REINHART PARTNERS, LLC. | 49,362 | $5M |
| Skandinaviska Enskilda Banken AB (p | 48,785 | $5M |
| OAK FAMILY ADVISORS, LLC | 46,590 | $4M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 46,165 | $4M |
| Covea Finance | 42,600 | $4M |
| AMG National Trust Bank | 38,059 | $4M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 37,663 | $4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 37,229 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital International Investors | +3,064,392 | +33.6% | 12,183,614 |
| CITADEL ADVISORS LLC | +2,098,807 | +152.2% | 3,477,472 |
| UBS Group AG | +1,385,250 | +100.9% | 2,758,615 |
| Vestal Point Capital, LP | +1,210,000 | +636.8% | 1,400,000 |
| TORONTO DOMINION BANK | +889,634 | +1531.3% | 947,731 |
| Woodline Partners LP | +869,014 | +1185.8% | 942,300 |
| BANK OF AMERICA CORP /DE | +627,934 | +40.5% | 2,177,724 |
| Holocene Advisors, LP | +583,756 | +98.3% | 1,177,461 |
| Dodge & Cox | +582,035 | +2.5% | 24,124,735 |
| MORGAN STANLEY | +561,688 | +27.7% | 2,591,503 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +457,921 | +41.5% | 1,562,139 |
| BANK OF MONTREAL /CAN | +443,537 | +341.4% | 573,449 |
| Invesco Ltd. | +374,435 | +10.4% | 3,979,860 |
| Quantinno Capital Management LP | +326,063 | +82.3% | 722,139 |
| BlackRock, Inc. | +274,041 | +1.8% | 15,614,847 |
| LSV ASSET MANAGEMENT | +164,259 | +1001.6% | 180,659 |
| Amundi | +160,765 | +28.8% | 719,279 |
| BARCLAYS PLC | +142,434 | +33.4% | 568,690 |
| Boston Partners | +140,193 | +24.6% | 709,202 |
| SG Americas Securities, LLC | +126,740 | +139.2% | 217,818 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | -5,103,543 | -93.6% | 349,122 |
| PRICE T ROWE ASSOCIATES INC /MD | -3,202,555 | -40.0% | 4,797,157 |
| AMERICAN CENTURY COMPANIES INC | -1,218,743 | -30.8% | 2,744,463 |
| Pacer Advisors, Inc. | -726,912 | -98.0% | 14,682 |
| Nuveen, LLC | -524,985 | -52.5% | 474,927 |
| DIMENSIONAL FUND ADVISORS LP | -265,850 | -12.0% | 1,958,313 |
| VAN ECK ASSOCIATES CORP | -262,266 | -7.0% | 3,501,654 |
| Defilade Capital Management, L.P. | -261,735 | -45.2% | 317,426 |
| Sound Shore Management Inc /CT | -257,600 | -24.5% | 794,602 |
| HARRIS ASSOCIATES L P | -221,914 | -1.7% | 12,738,025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -208,481 | -2.4% | 8,441,747 |
| SEI INVESTMENTS CO | -191,397 | -46.5% | 220,565 |
| VANGUARD CAPITAL MANAGEMENT LLC | -158,475 | -1.2% | 12,634,937 |
| GOLDMAN SACHS GROUP INC | -119,585 | -11.0% | 968,628 |
| Bank of New York Mellon Corp | -101,312 | -8.3% | 1,113,025 |
| California Public Employees Retirem | -99,398 | -21.7% | 358,906 |
| PRIMECAP MANAGEMENT CO/CA | -90,470 | -2.3% | 3,816,680 |
| Korea Investment CORP | -80,300 | -71.4% | 32,146 |
| Legal & General Group Plc | -71,412 | -4.6% | 1,465,529 |
| Focus Partners Wealth | -69,991 | -51.3% | 66,322 |