짐머 바이오메트 홀딩스, Inc.
MX ˙ BMV ˙ US98956P1021
SecurityMX:ZBH / Zimmer Biomet Holdings, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,029,815 shares
Latest Disclosed Value $ 183,536,023
Morgan Stanley reports 10.43% increase in ownership of ZBH / Zimmer Biomet Holdings, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,029,815 shares of Zimmer Biomet Holdings, Inc. (MX:ZBH) valued at $183,536,023 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 1,838,096 shares of Zimmer Biomet Holdings, Inc.. This represents a change in shares of 10.43% 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)
2026-05-15 2026-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,029,815 191,719 10.43 183,536 11.04 0.0111
2026-05-27 2025-12-31 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 1,838,096 144,789 8.55 165,282 -0.91 0.0099
2026-02-13 2025-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,838,096 144,789 165,282 0.0099
2026-05-27 2025-09-30 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 1,693,307 -144,977 -7.89 166,791 -0.52 0.0101
2025-11-14 2025-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,693,307 -144,977 166,791 0.0101
2025-08-15 2025-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,838,284 -247,360 -11.86 167,670 -28.97 0.0109
2025-05-15 2025-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,085,644 -66,621 -3.10 236,053 3.83 0.0169
2025-05-15 2024-12-31 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 2,152,265 103,428 5.05 227,344 2.79 0.0159
2025-02-14 2024-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,152,265 103,428 227,344 0.0159
2025-05-14 2024-09-30 13F/A-2 ZIMMER BIOMET HOLDINGS COM 98956P102 2,048,837 -360,757 -14.97 221,172 -15.43 0.0160
2025-02-14 2024-09-30 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 2,048,837 -360,757 221,172 0.0160
2024-11-14 2024-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,048,837 -360,757 221,172 0.0160
2025-05-14 2024-06-30 13F/A-2 ZIMMER BIOMET HOLDINGS COM 98956P102 2,409,594 188,617 8.49 261,513 -10.78 0.0202
2024-10-17 2024-06-30 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 2,409,594 188,617 261,513 0.0202
2024-08-14 2024-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,409,594 188,617 261,513 0.0202
2024-10-17 2024-03-31 13F/A-2 ZIMMER BIOMET HOLDINGS COM 98956P102 2,220,977 -559,108 -20.11 293,125 -13.36 0.0235
2024-08-16 2024-03-31 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 2,220,977 -559,108 293,125 0.0235
2024-05-15 2024-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,220,977 -559,108 293,125 0.0235
2024-08-16 2023-12-31 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 2,780,085 301,394 12.16 338,337 21.63 0.0298
2024-02-13 2023-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,780,085 301,394 338,337 0.0298
2023-11-15 2023-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 2,478,691 -807,806 -24.58 278,159 -41.87 0.0283
2023-08-14 2023-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,286,497 4,709 0.14 478,514 12.86 0.0472
2023-05-15 2023-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,281,788 179,359 5.78 424,007 7.19 0.0455
2023-02-14 2022-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,102,429 1,384,068 80.55 395,560 120.18 0.0449
2022-11-14 2022-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,718,361 -5,216 -0.30 179,655 -0.79 0.0245
2022-10-27 2022-06-30 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 1,723,577 918,447 114.07 181,080 75.85 0.0235
2022-08-15 2022-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,723,577 918,447 181,080 0.0235
2022-10-27 2022-03-31 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 805,130 -209,395 -20.64 102,976 -20.10 0.0139
2022-05-13 2022-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 805,130 -209,395 102,976 0.0139
2022-02-14 2021-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 1,014,525 88,703 9.58 128,885 -4.88 0.0159
2021-11-15 2021-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 925,822 -535 -0.06 135,503 -9.04 0.0183
2021-08-23 2021-06-30 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 926,357 75,243 8.84 148,978 9.34 0.0197
2021-08-16 2021-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 926,357 75,243 148,978 0.0041
2021-05-17 2021-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 851,114 170,963 25.14 136,246 30.00 0.0200
2021-02-16 2020-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 680,151 -395 -0.06 104,806 13.12 0.0162
2020-11-13 2020-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 680,546 53,656 8.56 92,649 23.82 0.0179
2020-08-14 2020-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 626,890 29,292 4.90 74,826 23.87 0.0166
2020-05-26 2020-03-31 13F/A-1 ZIMMER BIOMET HOLDINGS COM 98956P102 597,598 -38,879 -6.11 60,405 -36.60 0.0164
2020-05-15 2020-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 597,598 -38,879 60,405 4,640.3632
2020-02-14 2019-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 636,477 62,015 10.80 95,269 20.82 0.0222
2019-11-14 2019-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 574,462 -72,524 -11.21 78,855 3.52 0.0209
2019-08-14 2019-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 646,986 123,087 23.49 76,176 13.86 0.0203
2019-05-15 2019-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 523,899 -468,960 -47.23 66,903 -35.03 0.0189
2019-02-14 2018-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 992,859 308,995 45.18 102,978 14.54 0.0308
2019-04-23 2018-09-30 13F/A-2 ZIMMER BIOMET HLDGS COM 98956P102 683,864 -357,063 -34.30 89,909 -22.49 0.0225
2018-11-20 2018-09-30 13F/A-1 ZIMMER BIOMET HLDGS COM 98956P102 683,864 0 89,909 0.0225
2018-11-14 2018-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 683,864 -357,063 89,909
2019-04-23 2018-06-30 13F/A-1 ZIMMER BIOMET HLDGS COM 98956P102 1,040,927 168,807 19.36 116,000 21.98 0.0313
2018-08-14 2018-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 1,040,927 168,807 116,000
2019-04-23 2018-03-31 13F/A-1 ZIMMER BIOMET HLDGS COM 98956P102 872,120 47,982 5.82 95,098 -4.38 0.0264
2018-05-14 2018-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 872,120 47,982 95,098
2019-04-23 2017-12-31 13F/A-1 ZIMMER BIOMET HLDGS COM 98956P102 824,138 51,156 6.62 99,451 9.88 0.0272
2018-02-14 2017-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 824,138 51,156 99,451
2017-11-14 2017-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 772,982 94,655 13.95 90,509 3.92 0.0271
2017-08-11 2017-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 678,327 -93,134 -12.07 87,099 -7.54 0.0263
2017-05-22 2017-03-31 13F/A-1 ZIMMER BIOMET HLDGS COM 98956P102 771,461 129,286 20.13 94,204 42.15 0.0290
2017-05-12 2017-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 771,461 94,204
2017-02-22 2016-12-31 13F/A-1 ZIMMER BIOMET HLDGS COM 98956P102 642,175 -70,374 -9.88 66,272 -28.47 0.0217
2017-02-13 2016-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 642,175 66,272
2016-11-10 2016-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 712,549 209,506 41.65 92,645 52.99 0.0316
2016-08-12 2016-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 503,043 140,867 38.89 60,558 56.81 0.0219
2016-05-12 2016-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 362,176 16,641 4.82 38,619 8.94 0.0149
2016-02-09 2015-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 345,535 62,101 21.91 35,450 33.15 0.0128
2016-02-08 2015-09-30 13F/A-1 ZIMMER BIOMET HLDGS COM 98956P102 283,434 -227,903 -44.57 26,624 -52.33 0.0098
2015-11-09 2015-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 283,434 26,624
2015-08-12 2015-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 511,337 58,180 12.84 55,853 4.88 0.0194
2015-05-14 2015-03-31 13F ZIMMER HLDGS COM 98956P102 453,157 -508,299 -52.87 53,255 -51.16 0.0196
2015-02-13 2014-12-31 13F ZIMMER HLDGS COM 98956P102 961,456 163,763 20.53 109,047 35.96 0.0399
2014-12-16 2014-09-30 13F/A-1 ZIMMER HLDGS COM 98956P102 797,693 530,138 198.14 80,207 216.96 0.0308
2014-11-14 2014-09-30 13F ZIMMER HLDGS COM 98956P102 797,693 80,207
2014-05-13 2014-03-31 13F ZIMMER HLDGS COM 98956P102 267,555 -125,742 -31.97 25,305 -30.96 0.0106
2014-02-13 2013-12-31 13F ZIMMER HLDGS COM 98956P102 393,297 210,799 115.51 36,651 144.49 0.0156
2013-11-13 2013-09-30 13F ZIMMER HOLDINGS INC COM ST COM 98956P102 182,498 -124,667 -40.59 14,991 -34.88 0.0071
2013-08-08 2013-06-30 13F ZIMMER HOLDINGS INC COM ST COM 98956P102 307,165 307,165 23,020 0.0116
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.