HERITAGE INVESTORS MANAGEMENT CORP

Position in ZBH — Zimmer Biomet Holdings, Inc.

CIK 937589 BETHESDA, MD

Position in ZBH

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$10,335,793

-$1,143,839 QoQ

Shares Held

120,058

-5.4% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#127

of 899 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $28,231,462 across 5 Medical Devices names. ZBH ranks #1 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZBH	Zimmer Biomet Holdings, Inc. This page	120,058	$10,335,793
2	BSX	Boston Scientific Corp	212,957	$9,089,004
3	MDT	Medtronic plc	57,741	$4,517,078
4	ABT	Abbott Laboratories	42,485	$3,855,088
5	GEHC	GE HealthCare Technologies Inc.	6,788	$434,499

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,335,793	120,058	-5.4%	Shares	Sole	2026-08-04
2026-03-31	$11,479,632	126,959	-5.1%	Shares	Sole	2026-04-24
2025-12-31	$12,035,342	133,845	-8.3%	Shares	Sole	2026-02-06
2025-09-30	$14,380,409	145,994	-1.7%	Shares	Sole	2025-11-04
2025-06-30	$13,552,073	148,581	-2.1%	Shares	Sole	2025-08-04
2025-03-31	$17,169,292	151,699	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$16,014,986	151,614	-2.1%	Shares	Sole	2025-02-05
2024-09-30	$16,725,341	154,936	+4.3%	Shares	Sole	2024-10-30
2024-06-30	$16,126,147	148,587	+1.7%	Shares	Sole	2024-07-30
2024-03-31	$19,273,831	146,036	-0.2%	Shares	Sole	2024-04-29
2023-12-31	$17,805,318	146,305	-0.8%	Shares	Sole	2024-02-07
2023-09-30	$16,556,153	147,533	+6.7%	Shares	Sole	2023-11-09
2023-06-30	$20,130,947	138,262	-1.4%	Shares	Sole	2023-08-01
2023-03-31	$18,124,305	140,281	-5.3%	Shares	Sole	2023-05-01
2022-12-31	$18,881,347	148,089	+0.7%	Shares	Sole	2023-02-06
2022-09-30	$15,373,972	147,049	-0.3%	Shares	Sole	2022-10-27
2022-06-30	$15,492,777	147,466	+0.5%	Shares	Sole	2022-08-01
2022-03-31	$18,767,662	146,737	+6.1%	Shares	Sole	2022-05-02
2021-12-31	$17,565,692	138,269	+7.4%	Shares	Sole	2022-01-28
2021-09-30	$18,837,997	128,710	+13.5%	Shares	Sole	2021-10-28
2021-06-30	$18,239,236	113,414	-2.8%	Shares	Sole	2021-07-29
2021-03-31	$18,675,095	116,661	-0.9%	Shares	Sole	2021-04-23
2020-12-31	$18,130,840	117,664	-2.0%	Shares	Sole	2021-01-28
2020-09-30	$16,344,429	120,056	-1.0%	Shares	Sole	2020-10-29
2020-06-30	$14,469,535	121,226	+0.4%	Shares	Sole	2020-07-24
2020-03-31	$12,208,945	120,785	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.