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, Q3 2022
Institutional positions in ZoomInfo Technologies Inc. as of Sep 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
- 421
- +60 vs. Q2 2022
- Shares held
- 345.5M
- −23.6M (−6.4%) vs. Q2 2022
- Total value
- $14.4B
- +$2.56B (+21.6%) vs. Q2 2022
- New holders
- 99
- 165 more added
- Sold out
- 39
- 119 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 2 | $0 | 0.00% | −300−99.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 11 | $0 | 0.00% | +11 | New |
| BerganKDV Wealth Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Neo Ivy Capital Management | 12 | $0 | 0.00% | +12 | New |
| Lindbrook Capital, LLC | 8 | $0 | 0.00% | +8 | New |
| Meeder Asset Management Inc | 19 | $1.00K | 0.00% | −28−59.6% | Reduced |
| Sutton Wealth Advisors Inc. | 27 | $1.13K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 42 | $2.00K | 0.00% | +38+950.0% | Added |
| Massmutual Trust Co FSB | 44 | $2.00K | 0.00% | +44 | New |
| Capital Advisors, Ltd. LLC | 38 | $2.00K | 0.00% | +38 | New |
| Global Retirement Partners, LLC | 55 | $2.00K | 0.00% | +55 | New |
| Tilia Fiduciary Partners, Inc. | 44 | $2.00K | 0.00% | +44 | New |
| Zions Bancorporation, N.A. | 67 | $3.00K | 0.00% | −16−19.3% | Reduced |
| Glassman Wealth Services | 67 | $3.00K | 0.00% | +61+1,016.7% | Added |
| TD Private Client Wealth LLC | 72 | $3.00K | 0.00% | +72 | New |
| Capital Analysts, LLC | 72 | $3.00K | 0.00% | +72 | New |
| Trustcore Financial Services, LLC | 105 | $4.00K | 0.00% | −55−34.4% | Reduced |
| AdvisorNet Financial, Inc | 100 | $4.00K | 0.00% | +20+25.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Bourgeon Capital Management LLC | 118 | $5.00K | 0.00% | +118 | New |
| Ellevest, Inc. | 119 | $5.00K | 0.00% | +119 | New |
| TD Waterhouse Canada Inc. | 100 | $5.98K | 0.00% | +100 | New |
| West Branch Capital LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 143 | $6.00K | 0.00% | +90+169.8% | Added |
| EverSource Wealth Advisors, LLC | 151 | $6.00K | 0.00% | +151 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 189 | $8.00K | 0.00% | +189 | New |
| TFC Financial Management | 246 | $10.0K | 0.00% | +196+392.0% | Added |
| GHP Investment Advisors, Inc. | 270 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 272 | $11.0K | 0.00% | +158+138.6% | Added |
| Huntington National Bank | 274 | $11.0K | 0.00% | +174+174.0% | Added |
| Fifth Third Bancorp | 317 | $13.0K | 0.00% | +132+71.4% | Added |
| Covestor Ltd | 305 | $13.0K | 0.01% | +305 | New |
| Leonteq Securities AG | 327 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 353 | $14.0K | 0.00% | −134−27.5% | Reduced |
| TSFG, LLC | 325 | $14.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 399 | $15.0K | 0.00% | −53−11.7% | Reduced |
| Ci Investments Inc. | 367 | $15.0K | 0.00% | +333+979.4% | Added |
| Quadrant Capital Group LLC | 373 | $16.0K | 0.00% | +351+1,595.5% | Added |
| Baillie Gifford & Co | 384 | $16.0K | 0.00% | +384 | New |
| Riverview Trust Co | 377 | $16.0K | 0.02% | +377 | New |
| Stephens Inc | 402 | $17.0K | 0.00% | +202+101.0% | Added |
| American Portfolios Advisors | 425 | $17.7K | 0.00% | −40−8.6% | Reduced |
| Proequities, Inc. | 452 | $19.0K | 0.00% | +45+11.1% | Added |
| SJS Investment Consulting Inc. | 486 | $20.0K | 0.01% | +486 | New |
| Harvest Fund Management Co., Ltd | 547 | $23.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 581 | $24.0K | 0.00% | +525+937.5% | Added |
| Cullen/Frost Bankers, Inc. | 632 | $26.0K | 0.00% | +632 | New |
| Parallel Advisors, LLC | 650 | $27.0K | 0.00% | +593+1,040.4% | Added |
| Solstein Capital, LLC | 660 | $28.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 780 | $32.0K | 0.01% | +155+24.8% | Added |
| Federation des caisses Desjardins du Quebec | 820 | $34.2K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 825 | $34.4K | 0.02% | −14,000−94.4% | Reduced |
| DuPont Capital Management Corp | 903 | $38.0K | 0.00% | +903 | New |
| Private Trust Co NA | 1,007 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,068 | $44.0K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 1,110 | $46.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,193 | $50.0K | 0.00% | +863+261.5% | Added |
| Truvestments Capital LLC | 1,379 | $57.0K | 0.04% | −45−3.2% | Reduced |
| Arcadia Investment Management Corp | 1,400 | $58.0K | 0.01% | +130+10.2% | Added |
| Resolute Partners Group | 1,418 | $59.0K | 0.01% | +1,418 | New |
| Benjamin Edwards Inc | 1,440 | $60.0K | 0.02% | +1,440 | New |
| Steward Partners Investment Advisory, LLC | 1,607 | $67.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,616 | $67.0K | 0.00% | +1,016+169.3% | Added |
| Simplex Trading, LLC | 1,640 | $68.0K | 0.00% | −2,393−59.3% | Reduced |
| Montag A & Associates Inc | 1,899 | $79.0K | 0.01% | +1,899 | New |
| Penserra Capital Management LLC | 1,931 | $80.0K | 0.00% | +50+2.7% | Added |
| Ossiam | 1,909 | $80.0K | 0.00% | +1,909 | New |
| State of Wyoming | 1,956 | $81.0K | 0.04% | +961+96.6% | Added |
| Wahed Invest LLC | 3,251 | $135.0K | 0.08% | +313+10.7% | Added |
| Parkside Financial Bank & Trust | 3,261 | $136.0K | 0.04% | +1,011+44.9% | Added |
| Seeyond | 3,304 | $137.0K | 0.02% | +1,908+136.7% | Added |
| Edmond de Rothschild Holding S.A. | 3,363 | $140.0K | 0.00% | +39+1.2% | Added |
| Heritage Wealth Management, LLC | 3,399 | $142.0K | 0.05% | +3,399 | New |
| Asahi Life Asset Management Co., Ltd. | 4,030 | $168.0K | 0.05% | +4,030 | New |
| American International Group, Inc. | 4,306 | $179.0K | 0.00% | +14+0.3% | Added |
| Advisors Asset Management, Inc. | 4,678 | $195.0K | 0.00% | −521−10.0% | Reduced |
| Northeast Investment Management | 4,877 | $203.0K | 0.01% | +4,877 | New |
| Prudential PLC | 4,977 | $207.0K | 0.00% | +4,977 | New |
| Levin Capital Strategies, L.P. | 5,000 | $208.0K | 0.03% | −3,000−37.5% | Reduced |
| New York Life Investment Management LLC | 5,015 | $209.0K | 0.00% | +5,015 | New |
| Creative Planning | 5,018 | $209.0K | 0.00% | +5,018 | New |
| Banque Cantonale Vaudoise | 5,100 | $213.0K | 0.01% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 5,309 | $221.0K | 0.03% | −1,230−18.8% | Reduced |
| Fox Run Management, L.L.C. | 5,378 | $224.0K | 0.09% | −6,747−55.6% | Reduced |
| Steel Peak Wealth Management LLC | 5,409 | $225.0K | 0.02% | −19,363−78.2% | Reduced |
| Qtron Investments LLC | 5,404 | $225.0K | 0.06% | +5,404 | New |
| Ieq Capital, LLC | 5,451 | $227.0K | 0.01% | +5,451 | New |
| Institute for Wealth Management, LLC. | 5,488 | $229.0K | 0.05% | +5,488 | New |
| Pathstone Family Office, LLC | 5,569 | $231.9K | 0.00% | +5,569 | New |
| Ritholtz Wealth Management | 5,565 | $232.0K | 0.01% | +5,565 | New |
| FDx Advisors, Inc. | 5,606 | $234.0K | 0.01% | −5,421−49.2% | Reduced |
| Schechter Investment Advisors, LLC | 5,611 | $234.0K | 0.02% | +5,611 | New |
| Brinker Capital Investments, LLC | 5,736 | $239.0K | 0.00% | +5,736 | New |
| CAPROCK Group, Inc. | 5,803 | $242.0K | 0.02% | +5,803 | New |