Zimmer Biomet Holdings, Inc.
MX ˙ BMV ˙ US98956P1021
SecurityMX:ZBH / Zimmer Biomet Holdings, Inc.
InstitutionJohnson Financial Group, Inc.
Latest Disclosed Ownership93 shares
Latest Disclosed Value $ 8,432
Johnson Financial Group, Inc. reports 116.28% increase in ownership of ZBH / Zimmer Biomet Holdings, Inc.

On May 7, 2026 - Johnson Financial Group, Inc. filed a 13F-HR form disclosing ownership of 93 shares of Zimmer Biomet Holdings, Inc. (MX:ZBH) valued at $8,432 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 43 shares of Zimmer Biomet Holdings, Inc.. This represents a change in shares of 116.28% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 93 50 116.28 8 166.67 0.0003
2026-02-12 2025-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 43 -1,024 -95.97 4 -97.14 0.0001
2025-11-13 2025-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,067 766 254.49 105 288.89 0.0040
2025-08-13 2025-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 301 -377 -55.60 28 -64.47 0.0012
2025-05-15 2025-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 678 678 77 0.0038
2024-05-14 2024-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 0 -113 -100.00 0 -100.00
2024-02-09 2023-12-31 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 113 0 0.00 14 8.33 0.0008
2024-02-09 2023-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 113 0 14 0.0005
2023-11-14 2023-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 113 0 0.00 13 -25.00 0.0009
2023-08-14 2023-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 113 0 0.00 16 14.29 0.0011
2023-05-12 2023-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 113 113 15 0.0010
2021-11-12 2021-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 0 -40 -100.00 0 -100.00
2021-08-13 2021-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 40 40 6 0.0004
2021-05-14 2021-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 0 -163 -100.00 0 -100.00
2021-02-12 2020-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 163 143 715.00 25 733.33 0.0021
2020-11-12 2020-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 20 -160 -88.89 3 -85.71 0.0003
2020-08-11 2020-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 180 0 0.00 21 16.67 0.0023
2020-05-14 2020-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 180 0 0.00 18 -33.33 0.0022
2020-02-14 2019-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 180 0 0.00 27 8.00 0.0024
2019-11-12 2019-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 180 -87 -32.58 25 -19.35 0.0023
2019-08-09 2019-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 267 0 0.00 31 -8.82 0.0028
2019-05-13 2019-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 267 0 0.00 34 21.43 0.0030
2019-02-11 2018-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 267 0 0.00 28 -20.00 0.0029
2018-11-09 2018-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 267 0 0.00 35 16.67 0.0036
2018-08-07 2018-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 267 0 0.00 30 3.45 0.0033
2018-05-07 2018-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 267 0 0.00 29 -9.37 0.0035
2018-02-12 2017-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 267 0 0.00 32 3.23 0.0039
2017-11-09 2017-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 267 0 0.00 31 -8.82 0.0041
2017-08-10 2017-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 267 -580 -68.48 34 -67.31 0.0049
2017-05-12 2017-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 847 -130 -13.31 104 4.00 0.0131
2017-02-07 2016-12-31 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 977 145 17.43 100 -7.41 0.0138
2017-02-02 2016-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 977 100
2016-11-14 2016-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 832 0 0.00 108 8.00 0.0144
2016-08-12 2016-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 832 0 0.00 100 13.64 0.0138
2016-05-09 2016-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 832 197 31.02 88 35.38 0.0176
2016-02-08 2015-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 635 -175 -21.60 65 -14.47 0.0135
2015-11-02 2015-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 810 -60 -6.90 76 -20.83 0.0166
2015-08-11 2015-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 870 248 39.87 96 31.51 0.0199
2015-05-12 2015-03-31 13F ZIMMER HLDGS COM 98956P102 622 0 0.00 73 2.82 0.0157
2015-02-10 2014-12-31 13F ZIMMER HLDGS COM 98956P102 622 380 157.02 71 184.00 0.0165
2014-11-14 2014-09-30 13F ZIMMER HLDGS COM 98956P102 242 -40 -14.18 25 -13.79 0.0065
2014-08-06 2014-06-30 13F ZIMMER HLDGS COM 98956P102 282 0 0.00 29 11.54 0.0076
2014-05-14 2014-03-31 13F ZIMMER HLDGS COM 98956P102 282 -25 -8.14 26 -10.34 0.0076
2014-02-11 2013-12-31 13F ZIMMER HLDGS COM 98956P102 307 -8 -2.54 29 11.54 0.0084
2013-11-14 2013-09-30 13F ZIMMER HLDGS COM 98956P102 315 -82 -20.65 26 -13.33 0.0079
2013-08-14 2013-06-30 13F ZIMMER HLDGS COM 98956P102 397 397 30 0.0084
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.