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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 4,089 | $101.0K | 0.00% | −120−2.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,712 | $91.7K | 0.07% | +200+5.7% | Added |
| Parkside Financial Bank & Trust | 3,499 | $86.5K | 0.02% | −393−10.1% | Reduced |
| Ostrum Asset Management | 3,498 | $86.4K | 0.01% | +3,498 | New |
| Wahed Invest LLC | 3,400 | $84.0K | 0.04% | −126−3.6% | Reduced |
| Systematic Financial Management LP | 3,355 | $82.9K | 0.00% | +3,355 | New |
| Ossiam | 3,272 | $80.9K | 0.00% | +1,363+71.4% | Added |
| Machina Capital S.A.S. | 2,300 | $56.8K | 0.05% | +2,300 | New |
| Private Trust Co NA | 2,051 | $50.7K | 0.01% | +1,040+102.9% | Added |
| Benjamin Edwards Inc | 1,977 | $49.0K | 0.01% | +248+14.3% | Added |
| Advisors Asset Management, Inc. | 1,804 | $44.6K | 0.00% | −1,600−47.0% | Reduced |
| HighMark Wealth Management LLC | 1,676 | $41.4K | 0.03% | +1,676 | New |
| Advisory Services Network, LLC | 1,450 | $35.8K | 0.00% | +1,000+222.2% | Added |
| Penserra Capital Management LLC | 1,431 | $35.0K | 0.00% | −22−1.5% | Reduced |
| Eventide Asset Management, LLC | 1,067 | $26.4K | 0.00% | −3,206,091−100.0% | Reduced |
| Walleye Trading LLC | 1,027 | $25.4K | 0.00% | +1,027 | New |
| 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 |
| National Bank of Canada | 980 | $24.2K | 0.00% | −34,954−97.3% | Reduced |
| Pacer Advisors, Inc. | 908 | $22.4K | 0.00% | +780+609.4% | Added |
| Guinness Atkinson Asset Management Inc | 888 | $21.9K | 0.01% | −111−11.1% | Reduced |
| Signaturefd, LLC | 872 | $21.5K | 0.00% | −887−50.4% | Reduced |
| Parallel Advisors, LLC | 842 | $20.8K | 0.00% | −357−29.8% | Reduced |
| Cutler Group LP | 810 | $20.0K | 0.00% | −3,008−78.8% | Reduced |
| Ci Investments Inc. | 775 | $19.0K | 0.00% | −44−5.4% | Reduced |
| Allworth Financial LP | 714 | $17.6K | 0.00% | −31−4.2% | Reduced |
| Stephens Inc | 675 | $16.7K | 0.00% | +327+94.0% | Added |
| Tanglewood Legacy Advisors, LLC | 670 | $16.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 632 | $15.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 610 | $15.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 551 | $13.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 541 | $13.0K | 0.00% | −122−18.4% | Reduced |
| Riverview Trust Co | 518 | $12.8K | 0.01% | +518 | New |
| Performa Ltd (US), LLC | 500 | $12.4K | 0.01% | +500 | New |
| SJS Investment Consulting Inc. | 492 | $12.2K | 0.00% | +5+1.0% | Added |
| Baillie Gifford & Co | 446 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 428 | $11.0K | 0.01% | +122+39.9% | Added |
| EverSource Wealth Advisors, LLC | 412 | $10.2K | 0.00% | +261+172.8% | Added |
| TD Waterhouse Canada Inc. | 353 | $9.51K | 0.00% | +253+253.0% | Added |
| International Assets Investment Management, LLC | 371 | $9.17K | 0.00% | +371 | New |
| Lindbrook Capital, LLC | 342 | $8.45K | 0.00% | +263+332.9% | Added |
| Quarry LP | 330 | $8.15K | 0.00% | −506−60.5% | Reduced |
| TSFG, LLC | 325 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 307 | $7.58K | 0.00% | −89−22.5% | Reduced |
| Bell Investment Advisors, Inc | 304 | $7.51K | 0.00% | +270+794.1% | Added |
| Washington Trust Advisors, Inc. | 300 | $7.41K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 289 | $7.14K | 0.00% | +289 | New |
| Huntington National Bank | 281 | $6.94K | 0.00% | −6−2.1% | Reduced |
| Whittier Trust Co | 281 | $6.94K | 0.00% | +281 | New |
| Montag A & Associates Inc | 249 | $6.15K | 0.00% | −65−20.7% | Reduced |
| TFC Financial Management | 246 | $6.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 234 | $5.78K | 0.00% | +117+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 208 | $5.14K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 206 | $5.09K | 0.00% | −66−24.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $4.94K | 0.00% | +200 | New |
| Colonial Trust Co | 200 | $4.88K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 183 | $4.52K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 162 | $4.00K | 0.00% | +162 | New |
| West Branch Capital LLC | 150 | $3.71K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 150 | $3.66K | 0.00% | +150 | New |
| Cedar Mountain Advisors, LLC | 147 | $3.63K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 127 | $3.14K | 0.00% | +127 | New |
| First Horizon Advisors, Inc. | 114 | $2.82K | 0.00% | −38−25.0% | Reduced |
| Spire Wealth Management | 106 | $2.62K | 0.00% | −475−81.8% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 69 | $1.71K | 0.00% | +37+115.6% | Added |
| RFP Financial Group LLC | 65 | $1.61K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 58 | $1.43K | 0.00% | −286−83.1% | Reduced |
| Quent Capital, LLC | 54 | $1.33K | 0.00% | +54 | New |
| West Oak Capital, LLC | 50 | $1.24K | 0.00% | +50 | New |
| Global Retirement Partners, LLC | 55 | $1.18K | 0.00% | −9−14.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 44 | $1.09K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 34 | $840 | 0.00% | −72−67.9% | Reduced |
| Heritage Wealth Advisors | 20 | $494 | 0.00% | +20 | New |
| 25 LLC | 23 | $486 | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 15 | $371 | 0.00% | +13+650.0% | Added |
| First Financial Corp | 11 | $271 | 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 |
| NewSquare Capital LLC | 9 | $222 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $173 | 0.00% | +4+133.3% | Added |
| Disciplined Investments, LLC | 5 | $124 | 0.00% | +4+400.0% | Added |
| Gradient Investments LLC | 4 | $99 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $74 | 0.00% | +3 | New |
| TCI Wealth Advisors, Inc. | 2 | $50 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 2 | $50 | 0.00% | +2 | New |
| Sandy Spring Bank | 1 | $25 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $25 | 0.00% | +1 | New |
| Steward Financial Group LLC | 22 | $0 | 0.00% | +21+2,100.0% | Added |
| VitalStone Financial, LLC | 4 | $0 | 0.00% | +4 | New |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −4,947,189−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −1,746,519−100.0% | Sold out |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −675,356−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −586,100−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −416,900−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −391,737−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −97,280−100.0% | Sold out |