Zimmer Biomet Holdings, Inc.
US ˙ NYSE ˙ US98956P1021

SecurityZBH / Zimmer Biomet Holdings, Inc.
InstitutionClean Yield Group
Latest Disclosed Ownership78 shares
Latest Disclosed Value $ 7,053
Clean Yield Group reports 79.69% decrease in ownership of ZBH / Zimmer Biomet Holdings, Inc.

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 78 shares of Zimmer Biomet Holdings, Inc. (US:ZBH) valued at $7,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 384 shares of Zimmer Biomet Holdings, Inc.. This represents a change in shares of -79.69% during the quarter. The current value of the position is $6,628 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)
2026-04-14 2026-03-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 78 -306 -79.69 7 -79.41 0.0020
2026-01-26 2025-12-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 384 0 0.00 35 -8.11 0.0096
2025-10-23 2025-09-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 384 0 0.00 38 5.71 0.0107
2025-07-17 2025-06-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 384 0 0.00 35 -18.60 0.0105
2025-04-14 2025-03-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 384 0 0.00 43 7.50 0.0142
2025-01-13 2024-12-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 384 -83 -17.77 41 -20.00 0.0129
2024-10-07 2024-09-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 467 -40 -7.89 50 -9.09 0.0160
2024-07-10 2024-06-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 55 -16.67 0.0206
2024-05-29 2024-03-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 67 8.20 0.0260
2024-01-24 2023-12-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 62 15.09 0.0260
2023-10-12 2023-09-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 53 -27.40 0.0237
2023-07-26 2023-06-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 74 12.31 0.0304
2023-04-26 2023-03-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 66 1.56 0.0279
2023-01-31 2022-12-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 65 20.75 0.0278
2022-10-31 2022-09-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 53 0.00 0.0246
2022-07-18 2022-06-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 53 -18.46 0.0219
2022-04-25 2022-03-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 65 1.56 0.0230
2022-01-24 2021-12-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 0 0.00 64 -13.51 0.0205
2021-10-27 2021-09-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 507 83 19.58 74 8.82 0.0243
2021-07-26 2021-06-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 424 424 68 0.0231
2021-04-26 2021-03-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 0 -383 -100.00 0 -100.00
2021-01-26 2020-12-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 383 42 12.32 59 28.26 0.0212
2020-10-16 2020-09-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 341 0 0.00 46 12.20 0.0187
2020-07-22 2020-06-30 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 341 -100 -22.68 41 -8.89 0.0177
2020-04-20 2020-03-31 13F ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 441 -50 -10.18 45 -38.36 0.0214
2020-01-17 2019-12-31 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 491 0 0.00 73 8.96 0.0229
2019-10-23 2019-09-30 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 491 456 1,302.86 67 1,575.00 0.0221
2019-07-22 2019-06-30 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 35 -260 -88.14 4 -89.47 0.0014
2019-04-24 2019-03-31 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 295 -63 -17.60 38 2.70 0.0154
2019-01-23 2018-12-31 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 358 358 21.36 37 -2.63 0.0161
2017-07-17 2017-06-30 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 0 -258 -100.00 0 -100.00
2017-05-03 2017-03-31 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 258 258 32 0.0135
2017-01-24 2016-12-31 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 0 -258 -100.00 0 -100.00
2016-10-28 2016-09-30 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 258 243 1,620.00 34 1,600.00 0.0148
2016-07-27 2016-06-30 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 15 0 0.00 2 0.00 0.0009
2016-04-15 2016-03-31 13F ZIMMER BIOMET HLDGS INC COM Stock 98956P102 15 15 0.00 2 0.00 0.0009
2015-07-31 2015-06-30 13F ZIMMER HLDGS INC COM Stock 98956P102 0 -15 -100.00 0 -100.00
2015-04-24 2015-03-31 13F ZIMMER HLDGS INC COM Stock 98956P102 15 15 2 0.0009
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.