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, Q2 2023
Institutional positions in ZoomInfo Technologies Inc. as of Jun 30, 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
- 395
- +3 vs. Q1 2023
- Shares held
- 365.1M
- +16.7M (+4.8%) vs. Q1 2023
- Total value
- $9.27B
- +$634.6M (+7.3%) vs. Q1 2023
- New holders
- 81
- 186 more added
- Sold out
- 78
- 85 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 1,661 | $0 | 0.00% | +1,661 | New |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| Sandy Spring Bank | 1 | $26 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $51 | 0.00% | +1+100.0% | Added |
| Gradient Investments LLC | 4 | $102 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $102 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 6 | $152 | 0.00% | −63−91.3% | Reduced |
| Disciplined Investments, LLC | 7 | $178 | 0.00% | +2+40.0% | Added |
| NewSquare Capital LLC | 9 | $229 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $254 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $254 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 20 | $508 | 0.00% | +5+33.3% | Added |
| EverSource Wealth Advisors, LLC | 21 | $533 | 0.00% | −391−94.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 27 | $686 | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 37 | $939 | 0.00% | +37 | New |
| Prestige Wealth Management Group LLC | 39 | $991 | 0.00% | +39 | New |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Tilia Fiduciary Partners, Inc. | 44 | $1.12K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 44 | $1.24K | 0.00% | +21+91.3% | Added |
| TFC Financial Management | 50 | $1.27K | 0.00% | −196−79.7% | Reduced |
| West Oak Capital, LLC | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 52 | $1.32K | 0.00% | +52 | New |
| Quent Capital, LLC | 54 | $1.37K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 60 | $1.52K | 0.00% | −148−71.2% | Reduced |
| RFP Financial Group LLC | 65 | $1.65K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 66 | $1.68K | 0.00% | +11+20.0% | Added |
| Robeco Institutional Asset Management B.V. | 69 | $1.75K | 0.00% | −78,393−99.9% | Reduced |
| Farther Finance Advisors, LLC | 71 | $1.80K | 0.00% | −163−69.7% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $2.03K | 0.00% | +80 | New |
| Northwestern Mutual Wealth Management Co | 84 | $2.13K | 0.00% | +84 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $2.54K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $2.69K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $3.00K | 0.00% | −225−69.2% | Reduced |
| Chilton Capital Management LLC | 127 | $3.23K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $3.37K | 0.00% | −253−71.7% | Reduced |
| Cedar Mountain Advisors, LLC | 147 | $3.73K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $3.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 157 | $3.99K | 0.00% | +157 | New |
| Harvest Fund Management Co., Ltd | 175 | $4.00K | 0.00% | +175 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 200 | $5.22K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 210 | $5.33K | 0.00% | +210 | New |
| Bell Investment Advisors, Inc | 217 | $5.51K | 0.00% | −87−28.6% | Reduced |
| Sunbelt Securities, Inc. | 222 | $5.64K | 0.00% | +72+48.0% | Added |
| First Horizon Advisors, Inc. | 227 | $5.76K | 0.00% | +113+99.1% | Added |
| Glassman Wealth Services | 236 | $5.99K | 0.00% | +236 | New |
| First Capital Advisors Group, LLC. | 241 | $6.12K | 0.00% | +241 | New |
| Montag A & Associates Inc | 249 | $6.32K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 283 | $7.18K | 0.00% | −24−7.8% | Reduced |
| Manchester Capital Management LLC | 297 | $7.54K | 0.00% | +8+2.8% | Added |
| Huntington National Bank | 314 | $7.97K | 0.00% | +33+11.7% | Added |
| Quadrant Capital Group LLC | 324 | $8.23K | 0.00% | +266+458.6% | Added |
| TD Private Client Wealth LLC | 340 | $8.63K | 0.00% | +157+85.8% | Added |
| Lindbrook Capital, LLC | 360 | $9.14K | 0.00% | +18+5.3% | Added |
| Signaturefd, LLC | 370 | $9.40K | 0.00% | −502−57.6% | Reduced |
| Washington Trust Advisors, Inc. | 376 | $9.55K | 0.00% | +76+25.3% | Added |
| Parallel Advisors, LLC | 400 | $10.2K | 0.00% | −442−52.5% | Reduced |
| Covestor Ltd | 445 | $11.0K | 0.01% | +17+4.0% | Added |
| Cornerstone Planning Group LLC | 473 | $12.0K | 0.00% | +473 | New |
| SJS Investment Consulting Inc. | 495 | $12.6K | 0.00% | +3+0.6% | Added |
| Performa Ltd (US), LLC | 500 | $12.7K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 551 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 560 | $14.0K | 0.00% | −4,914−89.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 586 | $14.9K | 0.00% | −46−7.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 610 | $15.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 647 | $16.4K | 0.01% | +129+24.9% | Added |
| Tanglewood Legacy Advisors, LLC | 670 | $17.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 686 | $17.4K | 0.00% | +11+1.6% | Added |
| Arcadia Investment Management Corp | 750 | $19.0K | 0.00% | −250−25.0% | Reduced |
| Natixis | 751 | $19.1K | 0.00% | −48,146−98.5% | Reduced |
| Allworth Financial LP | 761 | $19.3K | 0.00% | +47+6.6% | Added |
| Ci Investments Inc. | 791 | $20.0K | 0.00% | +16+2.1% | Added |
| Fifth Third Bancorp | 872 | $22.1K | 0.00% | +872 | New |
| Guinness Atkinson Asset Management Inc | 888 | $22.5K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 973 | $24.7K | 0.00% | −7−0.7% | Reduced |
| Ancora Advisors, LLC | 1,000 | $25.4K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,034 | $26.3K | 0.00% | −770−42.7% | Reduced |
| V-Square Quantitative Management LLC | 1,467 | $37.2K | 0.03% | +1,467 | New |
| UniSuper Management Pty Ltd | 1,800 | $45.7K | 0.00% | +1,800 | New |
| Benjamin Edwards Inc | 1,797 | $46.0K | 0.01% | −180−9.1% | Reduced |
| Acadian Asset Management LLC | 1,965 | $49.0K | 0.00% | +1,965 | New |
| Private Trust Co NA | 2,051 | $52.1K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,165 | $55.0K | 0.00% | +2,165 | New |
| CWM, LLC | 2,422 | $61.0K | 0.00% | +1,881+347.7% | Added |
| Ostrum Asset Management | 3,500 | $88.9K | 0.01% | +2+0.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,649 | $92.6K | 0.07% | −63−1.7% | Reduced |
| Cutler Group LP | 3,861 | $98.0K | 0.02% | +3,051+376.7% | Added |
| Parkside Financial Bank & Trust | 3,939 | $100.0K | 0.02% | +440+12.6% | Added |
| Exchange Traded Concepts, LLC | 4,050 | $102.8K | 0.00% | −81−2.0% | Reduced |
| Wahed Invest LLC | 4,263 | $108.2K | 0.04% | +863+25.4% | Added |
| Banque Cantonale Vaudoise | 5,100 | $129.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 5,469 | $138.9K | 0.00% | +2,197+67.1% | Added |
| Creative Planning | 5,748 | $145.9K | 0.00% | +1,054+22.5% | Added |
| Truvestments Capital LLC | 6,077 | $154.3K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 6,220 | $158.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,743 | $171.0K | 0.00% | −1,170−14.8% | Reduced |
| Seaport Global Advisors, LLC | 7,893 | $200.4K | 0.59% | +61+0.8% | Added |