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 2022
Institutional positions in ZoomInfo Technologies Inc. as of Dec 31, 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
- 387
- −29 vs. Q3 2022
- Shares held
- 361.4M
- +16.0M (+4.6%) vs. Q3 2022
- Total value
- $10.9B
- −$3.51B (−24.4%) vs. Q3 2022
- New holders
- 68
- 155 more added
- Sold out
- 97
- 130 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Sandy Spring Bank | 1 | $30 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 1 | $30 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $60 | 0.00% | +2 | New |
| Schubert & Co | 3 | $90 | 0.00% | +3 | New |
| Gradient Investments LLC | 4 | $120 | 0.00% | −38−90.5% | Reduced |
| NewSquare Capital LLC | 9 | $271 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $301 | 0.00% | −239,020−100.0% | Reduced |
| First Financial Corp | 11 | $331 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $361 | 0.00% | −258−95.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 12 | $361 | 0.00% | +12 | New |
| Focused Wealth Management, Inc | 14 | $422 | 0.00% | +14 | New |
| Versant Capital Management, Inc | 16 | $482 | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 32 | $964 | 0.00% | −68−68.0% | Reduced |
| Bessemer Group Inc | 41 | $1.00K | 0.00% | −38,750−99.9% | Reduced |
| Capital Advisors, Ltd. LLC | 44 | $1.00K | 0.00% | +6+15.8% | Added |
| Bell Investment Advisors, Inc | 34 | $1.02K | 0.00% | −109−76.2% | Reduced |
| Paragon Wealth Strategies, LLC | 35 | $1.05K | 0.00% | +35 | New |
| Itau Unibanco Holding S.A. | 36 | $1.08K | 0.00% | +36 | New |
| Accurate Wealth Management, LLC | 45 | $1.15K | 0.00% | +45 | New |
| Tilia Fiduciary Partners, Inc. | 44 | $1.32K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 48 | $1.45K | 0.00% | +48 | New |
| Natixis | 55 | $1.66K | 0.00% | +55 | New |
| Global Retirement Partners, LLC | 64 | $1.93K | 0.00% | +9+16.4% | Added |
| RFP Financial Group LLC | 65 | $1.96K | 0.00% | +65 | New |
| Lindbrook Capital, LLC | 79 | $2.38K | 0.00% | +71+887.5% | Added |
| Dark Forest Capital Management LP | 93 | $2.80K | 0.00% | +93 | New |
| J.Safra Asset Management Corp | 104 | $3.00K | 0.00% | +104 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $3.01K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $3.01K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $3.01K | 0.00% | +100 | New |
| Trustcore Financial Services, LLC | 105 | $3.16K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 106 | $3.19K | 0.00% | +106 | New |
| CVA Family Office, LLC | 115 | $3.46K | 0.00% | −665−85.3% | Reduced |
| Farther Finance Advisors, LLC | 117 | $3.52K | 0.00% | +117 | New |
| Pacer Advisors, Inc. | 128 | $3.85K | 0.00% | +128 | New |
| Ronald Blue Trust, Inc. | 107 | $4.00K | 0.00% | +107 | New |
| TD Waterhouse Canada Inc. | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $4.43K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $4.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 151 | $4.55K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 152 | $4.58K | 0.00% | −247−61.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 163 | $4.91K | 0.00% | +163 | New |
| TD Private Client Wealth LLC | 183 | $5.51K | 0.00% | +111+154.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 200 | $6.02K | 0.00% | +198+9,900.0% | Added |
| Colonial Trust Co | 200 | $6.03K | 0.00% | +200 | New |
| Kayne Anderson Rudnick Investment Management LLC | 208 | $6.26K | 0.00% | −1,262,240−100.0% | Reduced |
| TFC Financial Management | 246 | $7.41K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 272 | $8.19K | 0.00% | +272 | New |
| Huntington National Bank | 287 | $8.64K | 0.00% | +13+4.7% | Added |
| Covestor Ltd | 306 | $9.00K | 0.01% | +1+0.3% | Added |
| Washington Trust Advisors, Inc. | 300 | $9.03K | 0.00% | +300 | New |
| Glassman Wealth Services | 301 | $9.06K | 0.00% | +234+349.3% | Added |
| Montag A & Associates Inc | 314 | $9.46K | 0.00% | −1,585−83.5% | Reduced |
| TSFG, LLC | 325 | $10.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 338 | $10.2K | 0.00% | +338 | New |
| Quadrant Capital Group LLC | 344 | $10.4K | 0.00% | −29−7.8% | Reduced |
| Stephens Inc | 348 | $10.5K | 0.00% | −54−13.4% | Reduced |
| Comerica Securities,inc. | 374 | $11.3K | 0.00% | +374 | New |
| Proequities, Inc. | 396 | $11.9K | 0.00% | −56−12.4% | Reduced |
| Baillie Gifford & Co | 446 | $13.4K | 0.00% | +62+16.1% | Added |
| Advisory Services Network, LLC | 450 | $13.6K | 0.00% | +450 | New |
| SJS Investment Consulting Inc. | 487 | $14.7K | 0.00% | +1+0.2% | Added |
| Spire Wealth Management | 581 | $17.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 551 | $17.0K | 0.00% | +551 | New |
| Headlands Technologies LLC | 599 | $18.0K | 0.01% | +599 | New |
| Cornerstone Planning Group LLC | 713 | $18.3K | 0.01% | +713 | New |
| Steward Partners Investment Advisory, LLC | 610 | $18.4K | 0.00% | −997−62.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 632 | $19.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 660 | $19.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 663 | $20.0K | 0.00% | −530−44.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 670 | $20.2K | 0.01% | +670 | New |
| Rockefeller Capital Management L.P. | 760 | $21.0K | 0.00% | +407+115.3% | Added |
| Allworth Financial LP | 745 | $22.4K | 0.00% | +473+173.9% | Added |
| DuPont Capital Management Corp | 763 | $23.0K | 0.00% | −140−15.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 820 | $24.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 819 | $25.0K | 0.00% | +452+123.2% | Added |
| Quarry LP | 836 | $25.2K | 0.03% | +836 | New |
| Private Trust Co NA | 1,011 | $30.0K | 0.00% | +4+0.4% | Added |
| Ancora Advisors, LLC | 1,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 999 | $30.1K | 0.02% | −111−10.0% | Reduced |
| Arcadia Investment Management Corp | 1,000 | $30.1K | 0.01% | −400−28.6% | Reduced |
| Compagnie Lombard Odier SCmA | 1,178 | $35.0K | 0.00% | +1,178 | New |
| Kraematon Investment Advisors, Inc | 1,190 | $35.8K | 0.04% | +1,190 | New |
| Parallel Advisors, LLC | 1,199 | $36.1K | 0.00% | +549+84.5% | Added |
| Penserra Capital Management LLC | 1,453 | $43.0K | 0.00% | −478−24.8% | Reduced |
| Benjamin Edwards Inc | 1,729 | $52.0K | 0.01% | +289+20.1% | Added |
| Signaturefd, LLC | 1,759 | $53.0K | 0.00% | +143+8.8% | Added |
| Ossiam | 1,909 | $57.5K | 0.00% | 00.0% | Unchanged |
| Seeyond | 3,300 | $99.4K | 0.01% | −4−0.1% | Reduced |
| Advisors Asset Management, Inc. | 3,404 | $102.5K | 0.00% | −1,274−27.2% | Reduced |
| SG Americas Securities, LLC | 3,457 | $104.0K | 0.00% | −14,494−80.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,512 | $105.7K | 0.09% | +3,512 | New |
| Wahed Invest LLC | 3,526 | $106.2K | 0.06% | +275+8.5% | Added |
| Cutler Group LP | 3,818 | $114.0K | 0.01% | −2,216−36.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,851 | $116.0K | 0.00% | +3,851 | New |
| Parkside Financial Bank & Trust | 3,892 | $117.2K | 0.03% | +631+19.3% | Added |
| American International Group, Inc. | 4,209 | $126.7K | 0.00% | −97−2.3% | Reduced |
| State of Wyoming | 4,456 | $134.2K | 0.04% | +2,500+127.8% | Added |