Zimmer Biomet Holdings, Inc.
MX ˙ BMV ˙ US98956P1021
SecurityMX:ZBH / Zimmer Biomet Holdings, Inc.
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership120 shares
Latest Disclosed Value $ 10,851
Crewe Advisors LLC ownership in ZBH / Zimmer Biomet Holdings, Inc.

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 120 shares of Zimmer Biomet Holdings, Inc. (MX:ZBH) valued at $10,851 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 120 shares of Zimmer Biomet Holdings, Inc.. This represents a change in shares of 0.00% 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 120 0 0.00 11 0.00 0.0009
2026-01-16 2025-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 120 0 0.00 11 -9.09 0.0010
2025-11-13 2025-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 120 0 0.00 12 10.00 0.0011
2025-07-30 2025-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 120 0 0.00 11 -23.08 0.0015
2025-04-23 2025-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 120 0 0.00 14 8.33 0.0019
2025-01-27 2024-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 120 -34 -22.08 13 -25.00 0.0017
2024-11-12 2024-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 154 -80 -34.19 17 -36.00 0.0019
2024-07-29 2024-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 234 0 0.00 25 -16.67 0.0028
2024-05-14 2024-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 234 234 31 0.0036
2024-02-09 2023-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 0 -200 -100.00 0 -100.00
2023-11-09 2023-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 200 0 0.00 22 -24.14 0.0039
2023-07-28 2023-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 200 0 0.00 29 16.00 0.0041
2023-05-12 2023-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 200 -24 -10.71 26 -10.71 0.0038
2023-02-08 2022-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 224 -86 -27.74 29 -12.50 0.0045
2022-11-14 2022-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 310 35 12.73 32 10.34 0.0058
2022-08-02 2022-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 275 75 37.50 29 11.54 0.0064
2022-04-27 2022-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 200 80 66.67 26 73.33 0.0051
2022-02-10 2021-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 120 0 0.00 15 -16.67 0.0030
2021-10-29 2021-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 120 -78 -39.39 18 -43.75 0.0043
2021-08-11 2021-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 198 0 0.00 32 0.00 0.0079
2021-04-21 2021-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 198 0 0.00 32 3.23 0.0079
2021-01-27 2020-12-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 198 0 0.00 31 14.81 0.0124
2020-10-13 2020-09-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 198 78 65.00 27 92.86 0.0127
2020-07-24 2020-06-30 13F ZIMMER BIOMET HOLDINGS COM 98956P102 120 0 0.00 14 16.67 0.0068
2020-05-07 2020-03-31 13F ZIMMER BIOMET HOLDINGS COM 98956P102 120 -23 -16.08 12 -42.86 0.0072
2020-02-05 2019-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 143 23 19.17 21 31.25 0.0092
2019-11-05 2019-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 120 0 0.00 16 14.29 0.0074
2019-08-09 2019-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 120 0 0.00 14 -6.67 0.0046
2019-05-10 2019-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 120 0 0.00 15 25.00 0.0047
2019-02-05 2018-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 120 0 0.00 12 -25.00 0.0038
2018-11-13 2018-09-30 13F ZIMMER BIOMET HLDGS COM 98956P102 120 -120 -50.00 16 -38.46 0.0135
2018-08-07 2018-06-30 13F ZIMMER BIOMET HLDGS COM 98956P102 240 120 100.00 26 100.00 0.0241
2018-05-07 2018-03-31 13F ZIMMER BIOMET HLDGS COM 98956P102 120 0 0.00 13 -7.14 0.0127
2018-02-09 2017-12-31 13F ZIMMER BIOMET HLDGS COM 98956P102 120 120 14 0.0137
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.