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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 1,453 | $43.0K | 0.00% | −478−24.8% | Reduced |
| Parallel Advisors, LLC | 1,199 | $36.1K | 0.00% | +549+84.5% | Added |
| Kraematon Investment Advisors, Inc | 1,190 | $35.8K | 0.04% | +1,190 | New |
| Compagnie Lombard Odier SCmA | 1,178 | $35.0K | 0.00% | +1,178 | New |
| Arcadia Investment Management Corp | 1,000 | $30.1K | 0.01% | −400−28.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 999 | $30.1K | 0.02% | −111−10.0% | Reduced |
| 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 |
| Quarry LP | 836 | $25.2K | 0.03% | +836 | New |
| Ci Investments Inc. | 819 | $25.0K | 0.00% | +452+123.2% | Added |
| Federation des caisses Desjardins du Quebec | 820 | $24.7K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 763 | $23.0K | 0.00% | −140−15.5% | Reduced |
| Allworth Financial LP | 745 | $22.4K | 0.00% | +473+173.9% | Added |
| Rockefeller Capital Management L.P. | 760 | $21.0K | 0.00% | +407+115.3% | Added |
| Tanglewood Legacy Advisors, LLC | 670 | $20.2K | 0.01% | +670 | New |
| CWM, LLC | 663 | $20.0K | 0.00% | −530−44.4% | Reduced |
| Solstein Capital, LLC | 660 | $19.9K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 632 | $19.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 610 | $18.4K | 0.00% | −997−62.0% | Reduced |
| Cornerstone Planning Group LLC | 713 | $18.3K | 0.01% | +713 | New |
| Headlands Technologies LLC | 599 | $18.0K | 0.01% | +599 | New |
| Spire Wealth Management | 581 | $17.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 551 | $17.0K | 0.00% | +551 | New |
| SJS Investment Consulting Inc. | 487 | $14.7K | 0.00% | +1+0.2% | Added |
| Advisory Services Network, LLC | 450 | $13.6K | 0.00% | +450 | New |
| Baillie Gifford & Co | 446 | $13.4K | 0.00% | +62+16.1% | Added |
| Proequities, Inc. | 396 | $11.9K | 0.00% | −56−12.4% | Reduced |
| Comerica Securities,inc. | 374 | $11.3K | 0.00% | +374 | New |
| Stephens Inc | 348 | $10.5K | 0.00% | −54−13.4% | Reduced |
| Quadrant Capital Group LLC | 344 | $10.4K | 0.00% | −29−7.8% | Reduced |
| Elequin Capital LP | 338 | $10.2K | 0.00% | +338 | New |
| TSFG, LLC | 325 | $10.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 314 | $9.46K | 0.00% | −1,585−83.5% | Reduced |
| Glassman Wealth Services | 301 | $9.06K | 0.00% | +234+349.3% | Added |
| Washington Trust Advisors, Inc. | 300 | $9.03K | 0.00% | +300 | New |
| Covestor Ltd | 306 | $9.00K | 0.01% | +1+0.3% | Added |
| Huntington National Bank | 287 | $8.64K | 0.00% | +13+4.7% | Added |
| Belpointe Asset Management LLC | 272 | $8.19K | 0.00% | +272 | New |
| TFC Financial Management | 246 | $7.41K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 208 | $6.26K | 0.00% | −1,262,240−100.0% | Reduced |
| Colonial Trust Co | 200 | $6.03K | 0.00% | +200 | New |
| Money Concepts Capital Corp | 200 | $6.02K | 0.00% | +198+9,900.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 183 | $5.51K | 0.00% | +111+154.2% | Added |
| Beaird Harris Wealth Management, LLC | 163 | $4.91K | 0.00% | +163 | New |
| First Horizon Advisors, Inc. | 152 | $4.58K | 0.00% | −247−61.9% | Reduced |
| EverSource Wealth Advisors, LLC | 151 | $4.55K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $4.52K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $4.43K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 107 | $4.00K | 0.00% | +107 | New |
| Pacer Advisors, Inc. | 128 | $3.85K | 0.00% | +128 | New |
| Farther Finance Advisors, LLC | 117 | $3.52K | 0.00% | +117 | New |
| CVA Family Office, LLC | 115 | $3.46K | 0.00% | −665−85.3% | Reduced |
| GWM Advisors LLC | 106 | $3.19K | 0.00% | +106 | New |
| Trustcore Financial Services, LLC | 105 | $3.16K | 0.00% | 00.0% | Unchanged |
| 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 |
| J.Safra Asset Management Corp | 104 | $3.00K | 0.00% | +104 | New |
| Dark Forest Capital Management LP | 93 | $2.80K | 0.00% | +93 | New |
| Lindbrook Capital, LLC | 79 | $2.38K | 0.00% | +71+887.5% | Added |
| RFP Financial Group LLC | 65 | $1.96K | 0.00% | +65 | New |
| Global Retirement Partners, LLC | 64 | $1.93K | 0.00% | +9+16.4% | Added |
| Natixis | 55 | $1.66K | 0.00% | +55 | New |
| Baker Avenue Asset Management, LP | 48 | $1.45K | 0.00% | +48 | New |
| Tilia Fiduciary Partners, Inc. | 44 | $1.32K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 45 | $1.15K | 0.00% | +45 | New |
| Itau Unibanco Holding S.A. | 36 | $1.08K | 0.00% | +36 | New |
| Paragon Wealth Strategies, LLC | 35 | $1.05K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 34 | $1.02K | 0.00% | −109−76.2% | 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 |
| AdvisorNet Financial, Inc | 32 | $964 | 0.00% | −68−68.0% | Reduced |
| Versant Capital Management, Inc | 16 | $482 | 0.00% | +16 | New |
| Focused Wealth Management, Inc | 14 | $422 | 0.00% | +14 | New |
| GHP Investment Advisors, Inc. | 12 | $361 | 0.00% | −258−95.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 12 | $361 | 0.00% | +12 | New |
| First Financial Corp | 11 | $331 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $301 | 0.00% | −239,020−100.0% | Reduced |
| NewSquare Capital LLC | 9 | $271 | 0.00% | +9 | New |
| Gradient Investments LLC | 4 | $120 | 0.00% | −38−90.5% | Reduced |
| Schubert & Co | 3 | $90 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 2 | $60 | 0.00% | +2 | New |
| Sandy Spring Bank | 1 | $30 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 1 | $30 | 0.00% | +1 | New |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −2,512,177−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −2,065,817−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,201,753−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,170,312−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −847,189−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −659,855−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −473,447−100.0% | Sold out |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −393,680−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −383,600−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −320,292−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −262,900−100.0% | Sold out |