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, Q1 2023
Institutional positions in ZoomInfo Technologies Inc. as of Mar 31, 2023. 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
- 393
- +15 vs. Q4 2022
- Shares held
- 348.5M
- −12.8M (−3.5%) vs. Q4 2022
- Total value
- $8.64B
- −$2.24B (−20.6%) vs. Q4 2022
- New holders
- 77
- 140 more added
- Sold out
- 62
- 129 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 22 | $0 | 0.00% | +21+2,100.0% | Added |
| VitalStone Financial, LLC | 4 | $0 | 0.00% | +4 | New |
| Sandy Spring Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $25 | 0.00% | +1 | New |
| TCI Wealth Advisors, Inc. | 2 | $50 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 2 | $50 | 0.00% | +2 | New |
| GPS Wealth Strategies Group, LLC | 3 | $74 | 0.00% | +3 | New |
| Gradient Investments LLC | 4 | $99 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $124 | 0.00% | +4+400.0% | Added |
| Schubert & Co | 7 | $173 | 0.00% | +4+133.3% | Added |
| NewSquare Capital LLC | 9 | $222 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $247 | 0.00% | −8,323−99.9% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $247 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 11 | $271 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $371 | 0.00% | +13+650.0% | Added |
| 25 LLC | 23 | $486 | 0.00% | +23 | New |
| Heritage Wealth Advisors | 20 | $494 | 0.00% | +20 | New |
| GWM Advisors LLC | 34 | $840 | 0.00% | −72−67.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 44 | $1.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 55 | $1.18K | 0.00% | −9−14.1% | Reduced |
| West Oak Capital, LLC | 50 | $1.24K | 0.00% | +50 | New |
| Quent Capital, LLC | 54 | $1.33K | 0.00% | +54 | New |
| Quadrant Capital Group LLC | 58 | $1.43K | 0.00% | −286−83.1% | Reduced |
| RFP Financial Group LLC | 65 | $1.61K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $1.71K | 0.00% | +37+115.6% | Added |
| CVA Family Office, LLC | 100 | $2.47K | 0.00% | −15−13.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $2.47K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $2.47K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $2.62K | 0.00% | −475−81.8% | Reduced |
| First Horizon Advisors, Inc. | 114 | $2.82K | 0.00% | −38−25.0% | Reduced |
| Chilton Capital Management LLC | 127 | $3.14K | 0.00% | +127 | New |
| Cedar Mountain Advisors, LLC | 147 | $3.63K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 150 | $3.66K | 0.00% | +150 | New |
| West Branch Capital LLC | 150 | $3.71K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 162 | $4.00K | 0.00% | +162 | New |
| TD Private Client Wealth LLC | 183 | $4.52K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 200 | $4.88K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $4.94K | 0.00% | +200 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 206 | $5.09K | 0.00% | −66−24.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 208 | $5.14K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 234 | $5.78K | 0.00% | +117+100.0% | Added |
| TFC Financial Management | 246 | $6.08K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 249 | $6.15K | 0.00% | −65−20.7% | Reduced |
| Whittier Trust Co | 281 | $6.94K | 0.00% | +281 | New |
| Huntington National Bank | 281 | $6.94K | 0.00% | −6−2.1% | Reduced |
| Manchester Capital Management LLC | 289 | $7.14K | 0.00% | +289 | New |
| Washington Trust Advisors, Inc. | 300 | $7.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 304 | $7.51K | 0.00% | +270+794.1% | Added |
| Proequities, Inc. | 307 | $7.58K | 0.00% | −89−22.5% | Reduced |
| TSFG, LLC | 325 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 330 | $8.15K | 0.00% | −506−60.5% | Reduced |
| Lindbrook Capital, LLC | 342 | $8.45K | 0.00% | +263+332.9% | Added |
| International Assets Investment Management, LLC | 371 | $9.17K | 0.00% | +371 | New |
| TD Waterhouse Canada Inc. | 353 | $9.51K | 0.00% | +253+253.0% | Added |
| EverSource Wealth Advisors, LLC | 412 | $10.2K | 0.00% | +261+172.8% | Added |
| Covestor Ltd | 428 | $11.0K | 0.01% | +122+39.9% | Added |
| Baillie Gifford & Co | 446 | $11.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 492 | $12.2K | 0.00% | +5+1.0% | Added |
| Performa Ltd (US), LLC | 500 | $12.4K | 0.01% | +500 | New |
| Riverview Trust Co | 518 | $12.8K | 0.01% | +518 | New |
| CWM, LLC | 541 | $13.0K | 0.00% | −122−18.4% | Reduced |
| Park Place Capital Corp | 551 | $13.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 610 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 632 | $15.6K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 670 | $16.6K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 675 | $16.7K | 0.00% | +327+94.0% | Added |
| Allworth Financial LP | 714 | $17.6K | 0.00% | −31−4.2% | Reduced |
| Ci Investments Inc. | 775 | $19.0K | 0.00% | −44−5.4% | Reduced |
| Cutler Group LP | 810 | $20.0K | 0.00% | −3,008−78.8% | Reduced |
| Parallel Advisors, LLC | 842 | $20.8K | 0.00% | −357−29.8% | Reduced |
| Signaturefd, LLC | 872 | $21.5K | 0.00% | −887−50.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 888 | $21.9K | 0.01% | −111−11.1% | Reduced |
| Pacer Advisors, Inc. | 908 | $22.4K | 0.00% | +780+609.4% | Added |
| National Bank of Canada | 980 | $24.2K | 0.00% | −34,954−97.3% | Reduced |
| Arcadia Investment Management Corp | 1,000 | $24.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $24.7K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,027 | $25.4K | 0.00% | +1,027 | New |
| Eventide Asset Management, LLC | 1,067 | $26.4K | 0.00% | −3,206,091−100.0% | Reduced |
| Penserra Capital Management LLC | 1,431 | $35.0K | 0.00% | −22−1.5% | Reduced |
| Advisory Services Network, LLC | 1,450 | $35.8K | 0.00% | +1,000+222.2% | Added |
| HighMark Wealth Management LLC | 1,676 | $41.4K | 0.03% | +1,676 | New |
| Advisors Asset Management, Inc. | 1,804 | $44.6K | 0.00% | −1,600−47.0% | Reduced |
| Benjamin Edwards Inc | 1,977 | $49.0K | 0.01% | +248+14.3% | Added |
| Private Trust Co NA | 2,051 | $50.7K | 0.01% | +1,040+102.9% | Added |
| Machina Capital S.A.S. | 2,300 | $56.8K | 0.05% | +2,300 | New |
| Ossiam | 3,272 | $80.9K | 0.00% | +1,363+71.4% | Added |
| Systematic Financial Management LP | 3,355 | $82.9K | 0.00% | +3,355 | New |
| Wahed Invest LLC | 3,400 | $84.0K | 0.04% | −126−3.6% | Reduced |
| Ostrum Asset Management | 3,498 | $86.4K | 0.01% | +3,498 | New |
| Parkside Financial Bank & Trust | 3,499 | $86.5K | 0.02% | −393−10.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,712 | $91.7K | 0.07% | +200+5.7% | Added |
| American International Group, Inc. | 4,089 | $101.0K | 0.00% | −120−2.9% | Reduced |
| Exchange Traded Concepts, LLC | 4,131 | $102.1K | 0.00% | +4,131 | New |
| Creative Planning | 4,694 | $116.0K | 0.00% | −1,510−24.3% | Reduced |
| Banque Cantonale Vaudoise | 5,100 | $126.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,945 | $134.1K | 0.01% | −7,961−66.9% | Reduced |
| Truvestments Capital LLC | 6,077 | $150.2K | 0.08% | −678−10.0% | Reduced |
| Vestcor Inc | 6,220 | $154.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,474 | $165.0K | 0.00% | +5,367+5,015.9% | Added |