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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 9,510 | $396.0K | 0.00% | +1,886+24.7% | Added |
| Centiva Capital, LP | 9,400 | $392.0K | 0.03% | +9,400 | New |
| Guggenheim Capital LLC | 9,273 | $386.0K | 0.00% | +73+0.8% | Added |
| Toroso Investments, LLC | 9,171 | $382.0K | 0.02% | +496+5.7% | Added |
| Oak Ridge Investments LLC | 8,356 | $348.0K | 0.05% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 8,167 | $340.0K | 0.06% | +1,852+29.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,714 | $321.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,621 | $317.5K | 0.01% | +7,621 | New |
| Captrust Financial Advisors | 7,603 | $317.0K | 0.00% | −1,824−19.3% | Reduced |
| Sloy Dahl & Holst, LLC | 7,477 | $311.0K | 0.07% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 7,443 | $310.0K | 1.26% | +1,566+26.6% | Added |
| OneAscent Wealth Management LLC | 7,365 | $307.0K | 0.16% | +1,204+19.5% | Added |
| Van Eck Associates Corp | 6,828 | $284.0K | 0.00% | +230+3.5% | Added |
| Delphia (USA) Inc. | 6,674 | $278.0K | 0.32% | +643+10.7% | Added |
| Corton Capital Inc. | 6,552 | $273.0K | 0.33% | +6,552 | New |
| Glenmede Trust Co NA | 6,506 | $271.0K | 0.00% | +6,506 | New |
| Clarius Group, LLC | 6,390 | $266.0K | 0.03% | −35−0.5% | Reduced |
| Vestcor Inc | 6,177 | $257.0K | 0.01% | +76+1.2% | Added |
| OneAscent Financial Services LLC | 6,095 | $254.0K | 0.10% | +6,095 | New |
| Cutler Group LP | 6,034 | $251.0K | 0.03% | −1,633−21.3% | Reduced |
| Simon Quick Advisors, LLC | 5,855 | $244.0K | 0.03% | +4+0.1% | Added |
| CAPROCK Group, Inc. | 5,803 | $242.0K | 0.02% | +5,803 | New |
| Brinker Capital Investments, LLC | 5,736 | $239.0K | 0.00% | +5,736 | 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 |
| Ritholtz Wealth Management | 5,565 | $232.0K | 0.01% | +5,565 | New |
| Pathstone Family Office, LLC | 5,569 | $231.9K | 0.00% | +5,569 | New |
| Institute for Wealth Management, LLC. | 5,488 | $229.0K | 0.05% | +5,488 | New |
| Ieq Capital, LLC | 5,451 | $227.0K | 0.01% | +5,451 | New |
| 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 |
| Fox Run Management, L.L.C. | 5,378 | $224.0K | 0.09% | −6,747−55.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,309 | $221.0K | 0.03% | −1,230−18.8% | Reduced |
| Banque Cantonale Vaudoise | 5,100 | $213.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Levin Capital Strategies, L.P. | 5,000 | $208.0K | 0.03% | −3,000−37.5% | Reduced |
| Prudential PLC | 4,977 | $207.0K | 0.00% | +4,977 | New |
| Northeast Investment Management | 4,877 | $203.0K | 0.01% | +4,877 | New |
| Advisors Asset Management, Inc. | 4,678 | $195.0K | 0.00% | −521−10.0% | Reduced |
| American International Group, Inc. | 4,306 | $179.0K | 0.00% | +14+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,030 | $168.0K | 0.05% | +4,030 | New |
| Heritage Wealth Management, LLC | 3,399 | $142.0K | 0.05% | +3,399 | New |
| Edmond de Rothschild Holding S.A. | 3,363 | $140.0K | 0.00% | +39+1.2% | Added |
| Seeyond | 3,304 | $137.0K | 0.02% | +1,908+136.7% | Added |
| Parkside Financial Bank & Trust | 3,261 | $136.0K | 0.04% | +1,011+44.9% | Added |
| Wahed Invest LLC | 3,251 | $135.0K | 0.08% | +313+10.7% | Added |
| State of Wyoming | 1,956 | $81.0K | 0.04% | +961+96.6% | Added |
| Penserra Capital Management LLC | 1,931 | $80.0K | 0.00% | +50+2.7% | Added |
| Ossiam | 1,909 | $80.0K | 0.00% | +1,909 | New |
| Montag A & Associates Inc | 1,899 | $79.0K | 0.01% | +1,899 | New |
| Simplex Trading, LLC | 1,640 | $68.0K | 0.00% | −2,393−59.3% | Reduced |
| 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 |
| Benjamin Edwards Inc | 1,440 | $60.0K | 0.02% | +1,440 | New |
| Resolute Partners Group | 1,418 | $59.0K | 0.01% | +1,418 | New |
| Arcadia Investment Management Corp | 1,400 | $58.0K | 0.01% | +130+10.2% | Added |
| Truvestments Capital LLC | 1,379 | $57.0K | 0.04% | −45−3.2% | Reduced |
| CWM, LLC | 1,193 | $50.0K | 0.00% | +863+261.5% | Added |
| Guinness Atkinson Asset Management Inc | 1,110 | $46.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 1,068 | $44.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| DuPont Capital Management Corp | 903 | $38.0K | 0.00% | +903 | New |
| Oxler Private Wealth LLC | 825 | $34.4K | 0.02% | −14,000−94.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 820 | $34.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 780 | $32.0K | 0.01% | +155+24.8% | Added |
| Solstein Capital, LLC | 660 | $28.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 650 | $27.0K | 0.00% | +593+1,040.4% | Added |
| Cullen/Frost Bankers, Inc. | 632 | $26.0K | 0.00% | +632 | New |
| Spire Wealth Management | 581 | $24.0K | 0.00% | +525+937.5% | Added |
| Harvest Fund Management Co., Ltd | 547 | $23.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 486 | $20.0K | 0.01% | +486 | New |
| Proequities, Inc. | 452 | $19.0K | 0.00% | +45+11.1% | Added |
| American Portfolios Advisors | 425 | $17.7K | 0.00% | −40−8.6% | Reduced |
| Stephens Inc | 402 | $17.0K | 0.00% | +202+101.0% | 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 |
| 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 |
| Rockefeller Capital Management L.P. | 353 | $14.0K | 0.00% | −134−27.5% | Reduced |
| TSFG, LLC | 325 | $14.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 327 | $13.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 317 | $13.0K | 0.00% | +132+71.4% | Added |
| Covestor Ltd | 305 | $13.0K | 0.01% | +305 | New |
| 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 |
| TFC Financial Management | 246 | $10.0K | 0.00% | +196+392.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 189 | $8.00K | 0.00% | +189 | 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 |
| TD Waterhouse Canada Inc. | 100 | $5.98K | 0.00% | +100 | New |
| Bourgeon Capital Management LLC | 118 | $5.00K | 0.00% | +118 | New |
| Ellevest, Inc. | 119 | $5.00K | 0.00% | +119 | New |
| Trustcore Financial Services, LLC | 105 | $4.00K | 0.00% | −55−34.4% | Reduced |