ZoomInfo Technologies Inc.
GTM- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001794515
In the last 90 days, ZoomInfo Technologies Inc. insiders filed 0 open-market purchases and 7 sales; 332 institutions reported holding it in 13F filings for Q2 2026, worth $774.1M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in ZoomInfo Technologies Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 336
- +55 vs. Q3 2021
- Shares held
- 334.5M
- +11.1M (+3.4%) vs. Q3 2021
- Total value
- $21.5B
- +$1.59B (+8.0%) vs. Q3 2021
- New holders
- 109
- 112 more added
- Sold out
- 54
- 80 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GTM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 332 | $774.1M |
| Q1 2026 | 364 | $1.71B |
| Q4 2025 | 360 | $2.78B |
| Q3 2025 | 353 | $3.10B |
| Q2 2025 | 353 | $2.77B |
| Q1 2025 | 360 | $2.91B |
| Q4 2024 | 333 | $3.16B |
| Q3 2024 | 323 | $3.09B |
| Q2 2024 | 342 | $4.16B |
| Q1 2024 | 342 | $5.14B |
| Q4 2023 | 339 | $6.22B |
| Q3 2023 | 389 | $5.65B |
| Q2 2023 | 395 | $9.27B |
| Q1 2023 | 393 | $8.64B |
| Q4 2022 | 387 | $10.9B |
| Q3 2022 | 421 | $14.4B |
| Q2 2022 | 364 | $11.8B |
| Q1 2022 | 347 | $20.4B |
| Q4 2021 | 336 | $21.5B |
| Q3 2021 | 282 | $19.9B |
| Q2 2021 | 200 | $10.7B |
| Q1 2021 | 180 | $9.28B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Koshinski Asset Management, Inc. | 10 | $642 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 19 | $1.00K | 0.00% | +19 | New |
| Spire Wealth Management | 16 | $1.00K | 0.00% | +16 | New |
| Psagot Value Holdings Ltd. / (Israel) | 22 | $1.00K | 0.00% | +22 | New |
| McDonald Partners LLC | 30 | $1.93K | 0.00% | +30 | New |
| Absolute Capital Management, LLC | 30 | $1.93K | 0.00% | +30 | New |
| Stephens Consulting, LLC | 31 | $1.99K | 0.00% | +31 | New |
| Ci Investments Inc. | 28 | $2.00K | 0.00% | +16+133.3% | Added |
| CWM, LLC | 37 | $2.00K | 0.00% | +37 | New |
| Patriot Financial Group Insurance Agency, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Meeder Asset Management Inc | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $3.00K | 0.00% | +32+400.0% | Added |
| Massmutual Trust Co FSB | 51 | $3.00K | 0.00% | +51 | New |
| Parallel Advisors, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Rockefeller Capital Management L.P. | 77 | $4.00K | 0.00% | −32−29.4% | Reduced |
| Fifth Third Bancorp | 65 | $4.00K | 0.00% | +65 | New |
| TFC Financial Management | 83 | $5.00K | 0.00% | +33+66.0% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $6.00K | 0.00% | −60−37.5% | Reduced |
| Stephens Inc | 99 | $6.00K | 0.00% | +3+3.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 100 | $6.00K | 0.00% | +100 | New |
| Trustcore Financial Services, LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 120 | $7.00K | 0.00% | +83+224.3% | Added |
| Chilton Capital Management LLC | 127 | $8.00K | 0.00% | +127 | New |
| Private Capital Group, LLC | 127 | $8.00K | 0.00% | +127 | New |
| Cedar Mountain Advisors, LLC | 147 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 150 | $10.0K | 0.00% | +150 | New |
| West Branch Capital LLC | 150 | $10.0K | 0.00% | +150 | New |
| Hudock, Inc. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 188 | $12.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $13.0K | 0.00% | −15−7.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 300 | $19.3K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 336 | $21.6K | 0.00% | +336 | New |
| American Portfolios Advisors | 425 | $27.3K | 0.00% | −35−7.6% | Reduced |
| TD Waterhouse Canada Inc. | 500 | $29.4K | 0.00% | +500 | New |
| Harvest Fund Management Co., Ltd | 547 | $35.0K | 0.01% | +547 | New |
| Solstein Capital, LLC | 660 | $42.0K | 0.03% | −80−10.8% | Reduced |
| Signaturefd, LLC | 677 | $43.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 900 | $58.0K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 999 | $64.0K | 0.00% | −987−49.7% | Reduced |
| Ancora Advisors, LLC | 1,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,000 | $64.0K | 0.01% | +1,000 | New |
| Penserra Capital Management LLC | 1,032 | $66.0K | 0.00% | −20,284−95.2% | Reduced |
| Arcadia Investment Management Corp | 1,270 | $82.0K | 0.01% | +220+21.0% | Added |
| Focused Wealth Management, Inc | 1,300 | $83.0K | 0.01% | +1,300 | New |
| The PNC Financial Services Group, Inc. | 1,308 | $84.0K | 0.00% | +1,143+692.7% | Added |
| NEXT Financial Group, Inc | 1,813 | $116.0K | 0.01% | +1,393+331.7% | Added |
| Captrust Financial Advisors | 1,837 | $118.0K | 0.00% | +40+2.2% | Added |
| Cutler Group LP | 1,854 | $119.0K | 0.01% | −4,858−72.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 1,850 | $119.0K | 0.05% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 1,936 | $124.0K | 0.06% | +1,936 | New |
| Public Employees Retirement System of Ohio | 2,288 | $147.0K | 0.00% | +2,288 | New |
| Leonteq Securities AG | 2,662 | $170.9K | 0.01% | +2,291+617.5% | Added |
| Vestcor Inc | 2,774 | $178.0K | 0.01% | +2,774 | New |
| Dark Forest Capital Management LP | 2,863 | $184.0K | 0.07% | −395−12.1% | Reduced |
| Eaton Vance Management | 3,170 | $203.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,169 | $203.0K | 0.00% | +3,169 | New |
| NN Investment Partners Holdings N.V. | 3,200 | $205.0K | 0.00% | +3,200 | New |
| Natixis | 3,291 | $211.0K | 0.00% | +3,291 | New |
| Wealthfront Advisers LLC | 3,347 | $215.0K | 0.00% | −915−21.5% | Reduced |
| Advisors Asset Management, Inc. | 3,404 | $218.5K | 0.00% | +2,090+159.1% | Added |
| Paradigm Financial Advisors, LLC | 3,550 | $228.0K | 0.05% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 3,604 | $231.0K | 0.00% | +3,604 | New |
| Edmond de Rothschild Holding S.A. | 3,730 | $239.0K | 0.01% | +118+3.3% | Added |
| VERITY Wealth Advisors | 3,774 | $242.0K | 0.20% | +3,774 | New |
| Standard Life Aberdeen plc | 3,796 | $244.0K | 0.00% | +3,796 | New |
| Cresset Asset Management, LLC | 3,900 | $251.0K | 0.00% | +600+18.2% | Added |
| Shell Asset Management Co | 4,183 | $269.0K | 0.01% | +4,183 | New |
| Jasper Ridge Partners, L.P. | 4,276 | $275.0K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 4,304 | $279.0K | 0.00% | +4,304 | New |
| Oppenheimer Asset Management Inc. | 4,475 | $287.0K | 0.00% | +4,475 | New |
| Steward Partners Investment Advisory, LLC | 4,535 | $291.0K | 0.00% | −212−4.5% | Reduced |
| Winton Group Ltd | 4,840 | $311.0K | 0.02% | −25,964−84.3% | Reduced |
| Sheets Smith Wealth Management | 5,349 | $343.0K | 0.04% | +5,349 | New |
| Commonwealth Equity Services, LLC | 5,507 | $353.0K | 0.00% | −2,834−34.0% | Reduced |
| State of Wyoming | 5,493 | $353.0K | 0.16% | −239−4.2% | Reduced |
| Alps Advisors Inc | 5,534 | $355.0K | 0.00% | +110+2.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,575 | $358.0K | 0.22% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,630 | $361.0K | 0.02% | +175+3.2% | Added |
| Bayesian Capital Management, LP | 5,700 | $366.0K | 0.12% | −3,600−38.7% | Reduced |
| Values First Advisors, Inc. | 5,841 | $375.0K | 0.22% | −130−2.2% | Reduced |
| Assetmark, Inc | 5,855 | $376.0K | 0.00% | +5,531+1,707.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,972 | $383.0K | 0.00% | +5,972 | New |
| Paloma Partners Management Co | 6,098 | $391.0K | 0.01% | −72,551−92.2% | Reduced |
| Panagora Asset Management Inc | 6,322 | $406.0K | 0.00% | +6,322 | New |
| Cambridge Investment Research Advisors, Inc. | 6,358 | $408.0K | 0.00% | +2,355+58.8% | Added |
| SG Americas Securities, LLC | 6,465 | $415.0K | 0.00% | −42,024−86.7% | Reduced |
| Verition Fund Management LLC | 6,977 | $448.0K | 0.01% | +6,977 | New |
| Prelude Capital Management, LLC | 7,092 | $455.0K | 0.02% | −10,454−59.6% | Reduced |
| Springs Capital (Hong Kong) Ltd | 2,600 | $478.0K | 1.33% | +2,600 | New |
| Jupiter Asset Management Ltd | 7,562 | $489.0K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 7,661 | $492.0K | 0.06% | +7,661 | New |
| Seaport Global Advisors, LLC | 7,782 | $500.0K | 0.69% | +7,782 | New |
| State Board of Administration of Florida Retirement System | 7,895 | $507.0K | 0.00% | +7,895 | New |
| Graham Capital Management, L.P. | 8,057 | $517.0K | 0.03% | +8,057 | New |
| Tower Research Capital LLC (TRC) | 8,086 | $519.0K | 0.01% | +4,601+132.0% | Added |