Zimmer Biomet Holdings, Inc.
CH ˙ SWX ˙ US98956P1021
157,00 CHF ↑7,77 (5,37%)
2021-04-13
DEL PRIS
SecurityCH:ZBH / Zimmer Biomet Holdings, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership3,174 shares
Latest Disclosed Value $ 286,993
Evercore Wealth Management, LLC ownership in ZBH / Zimmer Biomet Holdings, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,174 shares of Zimmer Biomet Holdings, Inc. (CH:ZBH) valued at $286,993 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,174 shares of Zimmer Biomet Holdings, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $498,318 USD.

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 3,174 0 0.00 287 0.35 0.0045
2026-02-17 2025-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,174 -168 -5.03 285 -13.37 0.0042
2025-11-14 2025-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 329 8.22 0.0048
2025-08-14 2025-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 305 -19.58 0.0047
2025-05-15 2025-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 378 7.08 0.0061
2025-02-14 2024-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 353 -1.94 0.0053
2024-11-14 2024-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 -22 -0.65 361 -1.37 0.0054
2024-08-14 2024-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,364 0 0.00 365 -17.61 0.0057
2024-05-15 2024-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,364 11 0.33 444 8.58 0.0070
2024-02-14 2023-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,353 11 0.33 408 8.80 0.0068
2023-11-14 2023-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 375 -22.84 0.0070
2023-08-04 2023-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 487 12.76 0.0089
2023-05-15 2023-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 -17 -0.51 432 0.70 0.0086
2023-02-14 2022-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,359 -63 -1.84 428 19.55 0.0090
2022-11-14 2022-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,422 80 2.39 358 1.99 0.0081
2022-08-15 2022-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 351 -17.80 0.0074
2022-05-16 2022-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 427 0.71 0.0076
2022-02-14 2021-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 424 -13.47 0.0069
2021-11-15 2021-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 0 0.00 490 -8.92 0.0089
2021-08-16 2021-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,342 -15 -0.45 538 0.19 0.0098
2021-05-17 2021-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,357 -3 -0.09 537 3.67 0.0106
2021-02-16 2020-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,360 20 0.60 518 13.85 0.0112
2020-11-16 2020-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,340 13 0.39 455 14.61 0.0111
2020-08-13 2020-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,327 -91 -2.66 397 14.74 0.0106
2020-05-14 2020-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 3,418 -185 -5.13 346 -35.93 0.0114
2020-02-13 2019-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 3,603 -78 -2.12 540 6.93 0.0145
2019-11-14 2019-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 3,681 332 9.91 505 28.17 0.0148
2019-08-13 2019-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 3,349 0 0.00 394 -7.73 0.0120
2019-05-14 2019-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 3,349 25 0.75 427 23.77 0.0138
2019-02-13 2018-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 3,324 0 0.00 345 -21.05 0.0130
2018-11-13 2018-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 3,324 0 0.00 437 18.11 0.0140
2018-08-14 2018-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 3,324 -553 -14.26 370 -12.32 0.0126
2018-05-14 2018-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 3,877 0 0.00 422 -9.83 0.0161
2018-02-13 2017-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 3,877 0 0.00 468 3.08 0.0174
2017-11-13 2017-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 3,877 -150 -3.72 454 -12.19 0.0177
2017-08-11 2017-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 4,027 -440 -9.85 517 -5.31 0.0200
2017-05-12 2017-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 4,467 -911 -16.94 546 -1.62 0.0214
2017-02-08 2016-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 5,378 871 19.33 555 -5.29 0.0230
2016-11-10 2016-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 4,507 -105 -2.28 586 5.59 0.0242
2016-09-20 2016-06-30 13F/A-1 ZIMMER BIOMET HLDGS COM 98956P102 4,612 68 1.50 555 14.67 0.0245
2016-08-01 2016-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 4,612 555
2016-05-02 2016-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 4,544 -50 -1.09 484 2.76 0.0214
2016-02-16 2015-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 4,594 220 5.03 471 15.16 0.0219
2015-11-16 2015-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 4,374 0 0.00 409 -14.44 0.0195
2015-08-06 2015-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 4,374 -50 -1.13 478 -8.25 0.0216
2015-05-06 2015-03-31 13F ZIMMER HLDGS COM 98956P102 4,424 -73 -1.62 521 1.76 0.0239
2015-02-13 2014-12-31 13F ZIMMER HLDGS COM 98956P102 4,497 73 1.65 512 14.80 0.0255
2014-11-13 2014-09-30 13F ZIMMER HLDGS COM 98956P102 4,424 0 0.00 446 -3.04 0.0223
2014-08-14 2014-06-30 13F ZIMMER HLDGS COM 98956P102 4,424 224 5.33 460 15.87 0.0237
2014-05-15 2014-03-31 13F ZIMMER HLDGS COM 98956P102 4,200 0 0.00 397 1.53 0.0223
2014-02-11 2013-12-31 13F ZIMMER HLDGS COM 98956P102 4,200 -44 -1.04 391 12.03 0.0215
2013-11-13 2013-09-30 13F ZIMMER HLDGS COM 98956P102 4,244 -89 -2.05 349 7.38 0.0200
2013-08-14 2013-06-30 13F ZIMMER HLDGS COM 98956P102 4,333 4,333 325 0.0184
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.