ZBHNYSEOrthopedic, Prosthetic & Surgical Appliances & SuppliesFiscal year ends December 31
ZIMMER BIOMET HOLDINGS, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$94.99+0.01 (+0.01%)
Close on Oct 19, 2026
- Market cap
- $18.31B
- P/E (TTM)
- 23.1
- Dividend yield
- 1.01%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
199M of 191M shares
Institutional holders
908
94 new, 90 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $1.58M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dodge & Cox | 24,124,735 | 12.50% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 15,573,187 | 7.80% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 14,767,527 | 7.54% | 13G (passive) | Mar 31, 2026 |
| Capital International Investors | 12,438,366 | 6.40% | 13G (passive) | Jun 30, 2026 |
| Harris Associates L P | 12,264,703 | 6.20% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ZBH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dodge & Cox | 24,124,735 | 12.65% | $2.08B | +582,035 | 1.09% |
| BlackRock, Inc. | 15,614,847 | 8.19% | $1.34B | +274,041 | 0.02% |
| Harris Associates L P | 12,738,025 | 6.68% | $1.10B | −221,914 | 1.45% |
| Vanguard Capital Management LLC | 12,634,937 | 6.62% | $1.09B | −158,475 | 0.02% |
| Capital International Investors | 12,183,614 | 6.39% | $1.05B | +3,064,392 | 0.22% |
| State Street Corp | 8,877,171 | 4.65% | $766.34M | +52,044 | 0.02% |
| Vanguard Portfolio Management LLC | 8,441,747 | 4.43% | $726.75M | −208,481 | 0.03% |
| Geode Capital Management, LLC | 5,349,223 | 2.80% | $458.75M | −30,302 | 0.02% |
| Price T Rowe Associates Inc /Md/ | 4,797,157 | 2.52% | $412.99K | −3,202,555 | 0.04% |
| Invesco Ltd. | 3,979,860 | 2.09% | $342.63M | +374,435 | 0.03% |
| Primecap Management Co/Ca/ | 3,816,680 | 2.00% | $328.58M | −90,470 | 0.19% |
| Van Eck Associates Corp | 3,501,654 | 1.84% | $301.46M | −262,266 | 0.18% |
| Citadel Advisors LLC | 3,477,472 | 1.82% | $299.38M | +2,098,807 | 0.03% |
| Hotchkis & Wiley Capital Management LLC | 2,761,429 | 1.45% | $237.73M | −30,960 | 0.69% |
| UBS Group AG | 2,758,615 | 1.45% | $237.49M | +1,385,250 | 0.03% |
| American Century Companies Inc | 2,744,463 | 1.44% | $236.27M | −1,218,743 | 0.10% |
| Morgan Stanley | 2,591,503 | 1.36% | $223.10M | +561,688 | 0.01% |
| Bank Of America Corp /De/ | 2,177,724 | 1.14% | $187.48M | +627,934 | 0.01% |
| Northern Trust Corp | 1,965,052 | 1.03% | $169.17M | −58,015 | 0.02% |
| Dimensional Fund Advisors LP | 1,958,313 | 1.03% | $168.67M | −265,850 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 908 | 199M | 100.0% | 94 / 315 | 308 / 90 | 23M | 16M |
| Q1 2026 | 917 | 192M | 100.0% | 95 / 313 | 304 / 109 | 37M | 20M |
| Q4 2025 | 947 | 199M | 100.0% | 122 / 267 | 371 / 124 | 21M | 14M |
| Q3 2025 | 969 | 193M | 100.0% | 112 / 327 | 335 / 67 | 11M | 11M |
| Q2 2025 | 937 | 194M | 100.0% | 92 / 303 | 366 / 147 | 26M | 17M |
| Q1 2025 | 1,004 | 185M | 97.2% | 88 / 300 | 390 / 100 | 16M | 12M |
| Q4 2024 | 1,031 | 183M | 95.9% | 153 / 303 | 378 / 85 | 17M | 18M |
| Q3 2024 | 984 | 184M | 96.6% | 85 / 298 | 403 / 96 | 27M | 16M |
| Q2 2024 | 1,008 | 190M | 99.7% | 95 / 307 | 403 / 85 | 11M | 14M |
| Q1 2024 | 1,011 | 193M | 100.0% | 84 / 335 | 383 / 95 | 15M | 10M |
| Q4 2023 | 1,032 | 189M | 99.2% | 127 / 278 | 429 / 97 | 25M | 19M |
| Q3 2023 | 1,017 | 183M | 96.0% | 106 / 313 | 378 / 106 | 16M | 18M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ZBH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 15,549,900 | 8.15% | $1.34B | 1.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 6,141,461 | 3.22% | $528.72M | 0.02% | Jun 30, 2026 |
| Vanguard Windsor Ii Fund | 5,867,350 | 3.08% | $551.12M | 0.83% | Jul 31, 2026 |
| Oakmark Fund | 5,621,292 | 2.95% | $483.94M | 2.01% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,010,793 | 2.63% | $431.38M | 0.03% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 4,610,277 | 2.42% | $433.04M | 0.20% | Jul 31, 2026 |
| Growth Fund of America | 3,738,953 | 1.96% | $307.83M | 0.09% | May 31, 2026 |
| VanEck Morningstar Wide Moat ETF | 3,108,865 | 1.63% | $267.64M | 2.30% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,660,528 | 1.39% | $229.04M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,536,149 | 1.33% | $208.80M | 0.03% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,219,219 | 1.16% | $191.05M | 0.10% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,113,334 | 1.11% | $198.51M | 0.21% | Jul 31, 2026 |
| Vanguard Mid-Cap Index Fund | 2,096,933 | 1.10% | $180.52M | 0.08% | Jun 30, 2026 |
| American Funds Fundamental Investors | 1,853,722 | 0.97% | $159.59M | 0.09% | Jun 30, 2026 |
| Vanguard Primecap Fund | 1,786,830 | 0.94% | $153.83M | 0.16% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ivan Tornos | Chairman, President and CEO, Director | 83,432 | 0.04% | Mar 10, 2026 |
| Kevin R. Thornal | Grp Pres-Global Business | 0 | – | Sep 15, 2026 |
| Chad F. Phipps | See remarks below. | 65,231 | 0.03% | Sep 9, 2026 |
| Chintan Desai | President, APAC | – | – | Aug 5, 2026 |
| Jehanzeb Noor | See remarks below. | 5,151 | 0.00% | Jun 3, 2026 |
| Sang Yi | Group President, Asia Pacific | 27,251 | 0.01% | Jun 2, 2026 |
| Paul A. Stellato | VP, Controller, CAO | 5,257 | 0.00% | May 5, 2026 |
| Lori Winkler | SVP and CHRO | 10,224 | 0.01% | Mar 16, 2026 |
| Suketu Upadhyay | Exec VP, CFO | 69,485 | 0.04% | Mar 10, 2026 |
| Zuilen Wilfred Van | Group Pres, EMEA | 30,652 | 0.02% | Mar 10, 2026 |
| Mark Bezjak | President, Americas | 13,772 | 0.01% | Mar 7, 2025 |
| Rachel Ellingson | Chief Administrative Officer | 11,906 | 0.01% | Feb 24, 2025 |
| Maria Teresa Hilado | Director | 1,650 | 0.00% | Jul 2, 2026 |
| Devdatt Kurdikar | Director | – | – | Jul 2, 2026 |
| Louis Shapiro | Director | – | – | Jul 2, 2026 |
| Michael J. Farrell | Director | 2,000 | 0.00% | Jul 2, 2026 |
| Sreelakshmi Kolli | Director | 1,000 | 0.00% | Jul 2, 2026 |
| Robert Hagemann | Director | 4,000 | 0.00% | Jul 2, 2026 |
| Arthur J. Higgins | Director | 2,900 | 0.00% | Jul 2, 2026 |
| Syed A. Jafry | Director | 4,060 | 0.00% | May 27, 2026 |
| Betsy J. Bernard | Director | 5,271 | 0.00% | May 27, 2026 |
| Christopher B. Begley | Director | 3,540 | 0.00% | Apr 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kevin R. Thornal Grp Pres-Global Business | Sep 11, 2026 | Sale | −5,691 | $92.95 | $528.98K | 0 |
| Chad F. Phipps See remarks below. | Sep 4, 2026 | Sale | −3,000 | $98.35 | $295.05K | 65,231 |
| Kevin R. Thornal Grp Pres-Global Business | Aug 1, 2026 | Tax withholding | −4,266 | $92.68 | $395.37K | 5,691 |
| Kevin R. Thornal Grp Pres-Global Business | Aug 1, 2026 | Option exercise | +9,957 | – | – | 9,957 |
| Sang Yi Group President, Asia Pacific | May 29, 2026 | Sale | −800 | $82.66 | $66.13K | 27,251 |
| Sang Yi Group President, Asia Pacific | May 29, 2026 | Sale | −4,200 | $82.64 | $347.09K | 28,051 |
| Jehanzeb Noor See remarks below. | Apr 1, 2026 | Tax withholding | −1,677 | $90.67 | $152.05K | 5,151 |
| Jehanzeb Noor See remarks below. | Apr 1, 2026 | Option exercise | +6,626 | – | – | 6,828 |
| Lori Winkler SVP and CHRO | Mar 12, 2026 | Sale | −2,650 | $94.66 | $250.85K | 10,224 |
| Sang Yi Group President, Asia Pacific | Mar 6, 2026 | Option exercise | +7,050 | – | – | 29,887 |
| Sang Yi Group President, Asia Pacific | Mar 6, 2026 | Option exercise | +2,364 | – | – | 32,251 |
| Ivan Tornos Chairman, President and CEO, Director | Mar 6, 2026 | Option exercise | +4,830 | – | – | 83,432 |
| Ivan Tornos Chairman, President and CEO, Director | Mar 6, 2026 | Tax withholding | −2,671 | $92.54 | $247.17K | 80,761 |
| Ivan Tornos Chairman, President and CEO, Director | Mar 6, 2026 | Option exercise | +5,438 | – | – | 86,199 |
| Ivan Tornos Chairman, President and CEO, Director | Mar 6, 2026 | Tax withholding | −13,516 | $92.54 | $1.25M | 78,602 |
| Ivan Tornos Chairman, President and CEO, Director | Mar 6, 2026 | Option exercise | +24,436 | – | – | 92,118 |
| Ivan Tornos Chairman, President and CEO, Director | Mar 6, 2026 | Tax withholding | −3,008 | $92.54 | $278.36K | 83,191 |
| Lori Winkler SVP and CHRO | Mar 6, 2026 | Option exercise | +3,935 | – | – | 13,353 |
| Lori Winkler SVP and CHRO | Mar 6, 2026 | Tax withholding | −1,549 | $92.54 | $143.34K | 11,804 |
| Lori Winkler SVP and CHRO | Mar 6, 2026 | Tax withholding | −629 | $92.54 | $58.21K | 12,874 |
| Lori Winkler SVP and CHRO | Mar 6, 2026 | Option exercise | +1,699 | – | – | 13,503 |
| Chad F. Phipps See remarks below. | Mar 6, 2026 | Option exercise | +4,692 | – | – | 68,398 |
| Chad F. Phipps See remarks below. | Mar 6, 2026 | Tax withholding | −1,889 | $92.54 | $174.81K | 66,509 |
| Chad F. Phipps See remarks below. | Mar 6, 2026 | Tax withholding | −843 | $92.54 | $78.01K | 67,760 |
| Chad F. Phipps See remarks below. | Mar 6, 2026 | Option exercise | +2,094 | – | – | 68,603 |
| Suketu Upadhyay Exec VP, CFO | Mar 6, 2026 | Tax withholding | −2,029 | $92.54 | $187.76K | 69,485 |
| Suketu Upadhyay Exec VP, CFO | Mar 6, 2026 | Option exercise | +4,559 | – | – | 71,514 |
| Suketu Upadhyay Exec VP, CFO | Mar 6, 2026 | Option exercise | +10,217 | – | – | 71,502 |
| Suketu Upadhyay Exec VP, CFO | Mar 6, 2026 | Tax withholding | −4,547 | $92.54 | $420.78K | 66,955 |
| Paul A. Stellato VP, Controller, CAO | Mar 6, 2026 | Tax withholding | −633 | $92.54 | $58.58K | 5,257 |
| Paul A. Stellato VP, Controller, CAO | Mar 6, 2026 | Option exercise | +1,363 | – | – | 5,890 |
| Paul A. Stellato VP, Controller, CAO | Mar 6, 2026 | Tax withholding | −282 | $92.54 | $26.10K | 5,582 |
| Paul A. Stellato VP, Controller, CAO | Mar 6, 2026 | Option exercise | +607 | – | – | 5,864 |
| Zuilen Wilfred Van Group Pres, EMEA | Mar 6, 2026 | Option exercise | +4,843 | – | – | 30,652 |
| Zuilen Wilfred Van Group Pres, EMEA | Mar 6, 2026 | Tax withholding | −1,260 | $92.54 | $116.60K | 29,392 |
| Zuilen Wilfred Van Group Pres, EMEA | Mar 6, 2026 | Tax withholding | −562 | $92.54 | $52.01K | 30,991 |
| Zuilen Wilfred Van Group Pres, EMEA | Mar 6, 2026 | Option exercise | +2,161 | – | – | 31,553 |
| Ivan Tornos Chairman, President and CEO, Director | Feb 25, 2026 | Tax withholding | −10,557 | $99.51 | $1.05M | 67,682 |
| Ivan Tornos Chairman, President and CEO, Director | Feb 25, 2026 | Option exercise | +19,090 | – | – | 78,239 |
| Zuilen Wilfred Van Group Pres, EMEA | Feb 25, 2026 | Tax withholding | −828 | $99.51 | $82.39K | 25,809 |
| Zuilen Wilfred Van Group Pres, EMEA | Feb 25, 2026 | Option exercise | +3,182 | – | – | 26,637 |
| Suketu Upadhyay Exec VP, CFO | Feb 25, 2026 | Tax withholding | −2,832 | $99.51 | $281.81K | 61,285 |
| Suketu Upadhyay Exec VP, CFO | Feb 25, 2026 | Option exercise | +6,364 | – | – | 64,117 |
| Sang Yi Group President, Asia Pacific | Feb 25, 2026 | Option exercise | +2,785 | – | – | 22,837 |
| Paul A. Stellato VP, Controller, CAO | Feb 25, 2026 | Tax withholding | −402 | $99.51 | $40.00K | 4,527 |
| Paul A. Stellato VP, Controller, CAO | Feb 25, 2026 | Option exercise | +820 | – | – | 4,929 |
| Chad F. Phipps See remarks below. | Feb 25, 2026 | Tax withholding | −1,057 | $99.51 | $105.18K | 63,706 |
| Chad F. Phipps See remarks below. | Feb 25, 2026 | Option exercise | +2,626 | – | – | 64,763 |
| Lori Winkler SVP and CHRO | Feb 25, 2026 | Tax withholding | −924 | $99.51 | $91.95K | 9,418 |
| Lori Winkler SVP and CHRO | Feb 25, 2026 | Option exercise | +2,347 | – | – | 10,342 |
| Paul A. Stellato VP, Controller, CAO | Feb 20, 2026 | Tax withholding | −362 | $98.62 | $35.70K | 4,109 |
| Paul A. Stellato VP, Controller, CAO | Feb 20, 2026 | Option exercise | +701 | – | – | 4,471 |
| Suketu Upadhyay Exec VP, CFO | Feb 20, 2026 | Tax withholding | −2,446 | $98.62 | $241.22K | 57,753 |
| Suketu Upadhyay Exec VP, CFO | Feb 20, 2026 | Option exercise | +5,445 | – | – | 60,199 |
| Sang Yi Group President, Asia Pacific | Feb 20, 2026 | Option exercise | +2,382 | – | – | 20,052 |
| Ivan Tornos Chairman, President and CEO, Director | Feb 20, 2026 | Option exercise | +15,996 | – | – | 67,995 |
| Ivan Tornos Chairman, President and CEO, Director | Feb 20, 2026 | Tax withholding | −8,846 | $98.62 | $872.39K | 59,149 |
| Zuilen Wilfred Van Group Pres, EMEA | Feb 20, 2026 | Option exercise | +2,451 | – | – | 24,093 |
| Zuilen Wilfred Van Group Pres, EMEA | Feb 20, 2026 | Tax withholding | −638 | $98.62 | $62.92K | 23,455 |
| Lori Winkler SVP and CHRO | Feb 20, 2026 | Option exercise | +1,845 | – | – | 8,678 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kevin R. Thornal Officer | Sep 11, 2026 | 5,691 | $528.98K | Sep 11, 2026 | Restricted Stock Vesting |
| Chad F. Phipps Officer | Sep 4, 2026 | 3,000 | $295.05K | Sep 4, 2026 | Dividend Reinvestment |
| Suketu Upadhyay Former Officer | Jul 16, 2026 | 7,668 | $712.05K | Jul 16, 2026 | Restricted Stock Vesting |
| Suketu Upadhyay Former Officer | Jun 24, 2026 | 4,560 | $410.70K | Jun 24, 2026 | Restricted Stock Vesting |
| Sang Yi Officer | May 29, 2026 | 5,000 | $413.22K | May 29, 2026 | Restricted Stock Vesting |
| Suketu Upadhyay Former Officer | May 19, 2026 | 5,373 | $464.12K | May 19, 2026 | Restricted Stock Vesting |
| Suketu Upadhyay Former Officer | May 12, 2026 | 31,253 | $2.61M | May 12, 2026 | ESPP Purchase |
| Lori Winkler Officer | Mar 12, 2026 | 2,650 | $250.84K | Mar 12, 2026 | Restricted Stock Vesting |
| Sang Yi Officer | Feb 12, 2026 | 1,000 | $96.49K | Feb 12, 2026 | Restricted Stock Vesting |
| Sang Yi Officer | Sep 11, 2025 | 1,200 | $124.30K | Sep 11, 2025 | Restricted Stock Vesting |
| Mark Bezjak Officer | Aug 13, 2025 | 7,500 | $766.71K | Aug 13, 2025 | ESPP Purchase |
| Sang Yi Officer | Jun 13, 2025 | 800 | $74.01K | Jun 13, 2025 | Restricted Stock Vesting |
| Sang Yi Officer | Jun 11, 2025 | 1,000 | $95.00K | Jun 11, 2025 | Restricted Stock Vesting |
| Lori Winkler Officer | Mar 5, 2025 | 1,443 | $150.65K | Mar 5, 2025 | Restricted Stock Vesting |
| Sang Yi Officer | May 31, 2024 | 12,857 | $1.47M | May 31, 2024 | Restricted Stock Vesting |