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, Q2 2022
Institutional positions in ZoomInfo Technologies Inc. as of Jun 30, 2022. 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
- 364
- +20 vs. Q1 2022
- Shares held
- 369.2M
- +27.1M (+7.9%) vs. Q1 2022
- Total value
- $11.8B
- −$8.58B (−42.0%) vs. Q1 2022
- New holders
- 79
- 154 more added
- Sold out
- 59
- 89 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1 | $0 | 0.00% | +1 | New |
| Gradient Investments LLC | 4 | $0 | 0.00% | +4 | New |
| Glassman Wealth Services | 6 | $0 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 27 | $897 | 0.00% | +27 | New |
| Northwestern Mutual Wealth Management Co | 35 | $1.00K | 0.00% | −238−87.2% | Reduced |
| Ci Investments Inc. | 34 | $1.00K | 0.00% | +6+21.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 22 | $1.00K | 0.00% | +2+10.0% | Added |
| Tfo-TDC, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Meeder Asset Management Inc | 47 | $2.00K | 0.00% | −4−7.8% | Reduced |
| Private Capital Group, LLC | 55 | $2.00K | 0.00% | +10+22.2% | Added |
| TFC Financial Management | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 57 | $2.00K | 0.00% | +51+850.0% | Added |
| Spire Wealth Management | 56 | $2.00K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 53 | $2.00K | 0.00% | +53 | New |
| Zions Bancorporation, N.A. | 83 | $3.00K | 0.00% | −37−30.8% | Reduced |
| Ahrens Investment Partners LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 92 | $3.00K | 0.00% | +47+104.4% | Added |
| AdvisorNet Financial, Inc | 80 | $3.00K | 0.00% | +60+300.0% | Added |
| Huntington National Bank | 100 | $3.00K | 0.00% | +87+669.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Allworth Financial LP | 114 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 127 | $4.00K | 0.00% | +127 | New |
| Trustcore Financial Services, LLC | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 178 | $5.92K | 0.00% | +178 | New |
| Fifth Third Bancorp | 185 | $6.00K | 0.00% | −36−16.3% | Reduced |
| Hudock, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 188 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 178 | $6.00K | 0.00% | +178 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 200 | $7.00K | 0.00% | +66+49.3% | Added |
| Chiron Investment Management, LLC | 232 | $8.00K | 0.00% | +232 | New |
| GHP Investment Advisors, Inc. | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 302 | $10.0K | 0.00% | −4,204−93.3% | Reduced |
| Arlington Partners LLC | 300 | $10.0K | 0.00% | +300 | New |
| Leonteq Securities AG | 327 | $10.9K | 0.00% | −33−9.2% | Reduced |
| Dark Forest Capital Management LP | 341 | $11.0K | 0.00% | −48−12.3% | Reduced |
| TSFG, LLC | 325 | $11.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 330 | $11.0K | 0.00% | +286+650.0% | Added |
| First Horizon Advisors, Inc. | 452 | $14.0K | 0.00% | +432+2,160.0% | Added |
| Proequities, Inc. | 407 | $14.0K | 0.00% | +407 | New |
| American Portfolios Advisors | 465 | $15.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 487 | $16.0K | 0.00% | +246+102.1% | Added |
| Harvest Fund Management Co., Ltd | 547 | $18.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 600 | $20.0K | 0.00% | −77−11.4% | Reduced |
| CVA Family Office, LLC | 625 | $21.0K | 0.01% | +565+941.7% | Added |
| Solstein Capital, LLC | 660 | $22.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 820 | $27.3K | 0.00% | +520+173.3% | Added |
| State of Wyoming | 995 | $33.0K | 0.02% | −1,927−65.9% | Reduced |
| Ancora Advisors, LLC | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,007 | $33.0K | 0.01% | +1,007 | New |
| National Bank of Canada | 1,068 | $35.0K | 0.00% | +19+1.8% | Added |
| Guinness Atkinson Asset Management Inc | 1,110 | $37.0K | 0.02% | −740−40.0% | Reduced |
| Arcadia Investment Management Corp | 1,270 | $42.0K | 0.01% | 00.0% | Unchanged |
| Seeyond | 1,396 | $46.0K | 0.01% | −28−2.0% | Reduced |
| Truvestments Capital LLC | 1,424 | $47.0K | 0.03% | +1,424 | New |
| Steward Partners Investment Advisory, LLC | 1,607 | $53.0K | 0.00% | −50−3.0% | Reduced |
| Penserra Capital Management LLC | 1,881 | $62.0K | 0.00% | +783+71.3% | Added |
| Parkside Financial Bank & Trust | 2,250 | $75.0K | 0.02% | +2,000+800.0% | Added |
| Wahed Invest LLC | 2,938 | $98.0K | 0.06% | +2,938 | New |
| Edmond de Rothschild Holding S.A. | 3,324 | $110.0K | 0.00% | −570−14.6% | Reduced |
| Simplex Trading, LLC | 4,033 | $134.0K | 0.00% | +4,030+134,333.3% | Added |
| American International Group, Inc. | 4,292 | $143.0K | 0.00% | +4,292 | New |
| Banque Cantonale Vaudoise | 5,100 | $169.0K | 0.01% | +5,100 | New |
| Advisors Asset Management, Inc. | 5,199 | $173.0K | 0.00% | +5,199 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 5,465 | $182.0K | 0.01% | +5,465 | New |
| Seaport Global Advisors, LLC | 5,877 | $195.0K | 0.73% | −3,571−37.8% | Reduced |
| Delphia (USA) Inc. | 6,031 | $200.0K | 0.14% | +2,072+52.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,067 | $202.0K | 0.00% | −4,154−40.6% | Reduced |
| Vestcor Inc | 6,101 | $203.0K | 0.01% | +1,636+36.6% | Added |
| OneAscent Wealth Management LLC | 6,161 | $205.0K | 0.10% | +6,161 | New |
| Altfest L J & Co Inc | 6,315 | $210.0K | 0.04% | +1,690+36.5% | Added |
| Clarius Group, LLC | 6,425 | $214.0K | 0.02% | +6,425 | New |
| Redpoint Investment Management Pty Ltd | 6,539 | $217.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,598 | $219.0K | 0.00% | +6,598 | New |
| Wealthfront Advisers LLC | 7,160 | $238.0K | 0.00% | −187−2.5% | Reduced |
| Sloy Dahl & Holst, LLC | 7,477 | $249.0K | 0.06% | −467−5.9% | Reduced |
| CIBC World Markets Inc. | 7,624 | $253.0K | 0.00% | −4,325−36.2% | Reduced |
| Cutler Group LP | 7,667 | $254.0K | 0.03% | +7,667 | New |
| B. Metzler seel. Sohn & Co. AG | 7,714 | $256.0K | 0.00% | +3,090+66.8% | Added |
| Levin Capital Strategies, L.P. | 8,000 | $266.0K | 0.03% | +8,000 | New |
| Oak Ridge Investments LLC | 8,356 | $278.0K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 5,851 | $279.0K | 0.04% | +5,851 | New |
| Assenagon Asset Management S.A. | 8,611 | $286.0K | 0.00% | +8,611 | New |
| Prudential Financial Inc | 8,398 | $287.0K | 0.00% | +8,398 | New |
| Toroso Investments, LLC | 8,675 | $288.0K | 0.01% | +8,675 | New |
| Advisor Group Holdings, Inc. | 9,220 | $306.0K | 0.00% | +1,259+15.8% | Added |
| Guggenheim Capital LLC | 9,200 | $306.0K | 0.00% | +633+7.4% | Added |
| M&T Bank Corp | 9,355 | $311.0K | 0.00% | +9,355 | New |
| Echo Street Capital Management LLC | 9,397 | $312.0K | 0.00% | +9,397 | New |
| Captrust Financial Advisors | 9,427 | $313.0K | 0.00% | +4,195+80.2% | Added |
| APG Asset Management N.V. | 10,332 | $329.0K | 0.00% | −2,674−20.6% | Reduced |
| Advisory Resource Group | 10,414 | $346.0K | 0.11% | +3,548+51.7% | Added |