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 |
|---|---|---|---|---|---|
| Ossiam | 5,469 | $138.9K | 0.00% | +2,197+67.1% | Added |
| Banque Cantonale Vaudoise | 5,100 | $129.0K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 4,263 | $108.2K | 0.04% | +863+25.4% | Added |
| Exchange Traded Concepts, LLC | 4,050 | $102.8K | 0.00% | −81−2.0% | Reduced |
| Parkside Financial Bank & Trust | 3,939 | $100.0K | 0.02% | +440+12.6% | Added |
| Cutler Group LP | 3,861 | $98.0K | 0.02% | +3,051+376.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,649 | $92.6K | 0.07% | −63−1.7% | Reduced |
| Ostrum Asset Management | 3,500 | $88.9K | 0.01% | +2+0.1% | Added |
| CWM, LLC | 2,422 | $61.0K | 0.00% | +1,881+347.7% | Added |
| Edmond de Rothschild Holding S.A. | 2,165 | $55.0K | 0.00% | +2,165 | New |
| Private Trust Co NA | 2,051 | $52.1K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,965 | $49.0K | 0.00% | +1,965 | New |
| Benjamin Edwards Inc | 1,797 | $46.0K | 0.01% | −180−9.1% | Reduced |
| UniSuper Management Pty Ltd | 1,800 | $45.7K | 0.00% | +1,800 | New |
| V-Square Quantitative Management LLC | 1,467 | $37.2K | 0.03% | +1,467 | New |
| Advisors Asset Management, Inc. | 1,034 | $26.3K | 0.00% | −770−42.7% | Reduced |
| Ancora Advisors, LLC | 1,000 | $25.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 973 | $24.7K | 0.00% | −7−0.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 888 | $22.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 872 | $22.1K | 0.00% | +872 | New |
| Ci Investments Inc. | 791 | $20.0K | 0.00% | +16+2.1% | Added |
| Allworth Financial LP | 761 | $19.3K | 0.00% | +47+6.6% | Added |
| Natixis | 751 | $19.1K | 0.00% | −48,146−98.5% | Reduced |
| Arcadia Investment Management Corp | 750 | $19.0K | 0.00% | −250−25.0% | Reduced |
| Stephens Inc | 686 | $17.4K | 0.00% | +11+1.6% | Added |
| Tanglewood Legacy Advisors, LLC | 670 | $17.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 647 | $16.4K | 0.01% | +129+24.9% | Added |
| Steward Partners Investment Advisory, LLC | 610 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 586 | $14.9K | 0.00% | −46−7.3% | Reduced |
| Ronald Blue Trust, Inc. | 560 | $14.0K | 0.00% | −4,914−89.8% | Reduced |
| Park Place Capital Corp | 551 | $14.0K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 500 | $12.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 495 | $12.6K | 0.00% | +3+0.6% | Added |
| Cornerstone Planning Group LLC | 473 | $12.0K | 0.00% | +473 | New |
| Covestor Ltd | 445 | $11.0K | 0.01% | +17+4.0% | Added |
| Parallel Advisors, LLC | 400 | $10.2K | 0.00% | −442−52.5% | Reduced |
| Washington Trust Advisors, Inc. | 376 | $9.55K | 0.00% | +76+25.3% | Added |
| Signaturefd, LLC | 370 | $9.40K | 0.00% | −502−57.6% | Reduced |
| Lindbrook Capital, LLC | 360 | $9.14K | 0.00% | +18+5.3% | Added |
| TD Private Client Wealth LLC | 340 | $8.63K | 0.00% | +157+85.8% | Added |
| Quadrant Capital Group LLC | 324 | $8.23K | 0.00% | +266+458.6% | Added |
| Huntington National Bank | 314 | $7.97K | 0.00% | +33+11.7% | Added |
| Manchester Capital Management LLC | 297 | $7.54K | 0.00% | +8+2.8% | Added |
| Proequities, Inc. | 283 | $7.18K | 0.00% | −24−7.8% | Reduced |
| Montag A & Associates Inc | 249 | $6.32K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 241 | $6.12K | 0.00% | +241 | New |
| Glassman Wealth Services | 236 | $5.99K | 0.00% | +236 | New |
| First Horizon Advisors, Inc. | 227 | $5.76K | 0.00% | +113+99.1% | Added |
| Sunbelt Securities, Inc. | 222 | $5.64K | 0.00% | +72+48.0% | Added |
| Bell Investment Advisors, Inc | 217 | $5.51K | 0.00% | −87−28.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 210 | $5.33K | 0.00% | +210 | New |
| Colonial Trust Co | 200 | $5.22K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $5.08K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 175 | $4.00K | 0.00% | +175 | New |
| Versant Capital Management, Inc | 157 | $3.99K | 0.00% | +157 | New |
| West Branch Capital LLC | 150 | $3.81K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $3.73K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $3.37K | 0.00% | −253−71.7% | Reduced |
| Chilton Capital Management LLC | 127 | $3.23K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $3.00K | 0.00% | −225−69.2% | Reduced |
| Spire Wealth Management | 106 | $2.69K | 0.00% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 84 | $2.13K | 0.00% | +84 | New |
| Farmers & Merchants Investments Inc | 80 | $2.03K | 0.00% | +80 | New |
| Farther Finance Advisors, LLC | 71 | $1.80K | 0.00% | −163−69.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 69 | $1.75K | 0.00% | −78,393−99.9% | Reduced |
| Global Retirement Partners, LLC | 66 | $1.68K | 0.00% | +11+20.0% | Added |
| RFP Financial Group LLC | 65 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 60 | $1.52K | 0.00% | −148−71.2% | Reduced |
| Quent Capital, LLC | 54 | $1.37K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 52 | $1.32K | 0.00% | +52 | New |
| TFC Financial Management | 50 | $1.27K | 0.00% | −196−79.7% | Reduced |
| West Oak Capital, LLC | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 44 | $1.24K | 0.00% | +21+91.3% | Added |
| Tilia Fiduciary Partners, Inc. | 44 | $1.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 39 | $991 | 0.00% | +39 | New |
| Massmutual Trust Co FSB | 37 | $939 | 0.00% | +37 | New |
| Financial Synergies Wealth Advisors, Inc. | 27 | $686 | 0.00% | +27 | New |
| EverSource Wealth Advisors, LLC | 21 | $533 | 0.00% | −391−94.9% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $508 | 0.00% | +5+33.3% | Added |
| Berkshire Capital Holdings Inc | 10 | $254 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 10 | $254 | 0.00% | +10 | New |
| NewSquare Capital LLC | 9 | $229 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $178 | 0.00% | +2+40.0% | Added |
| AdvisorNet Financial, Inc | 6 | $152 | 0.00% | −63−91.3% | Reduced |
| Gradient Investments LLC | 4 | $102 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $102 | 0.00% | +4 | New |
| True Wealth Design, LLC | 2 | $51 | 0.00% | +1+100.0% | Added |
| Sandy Spring Bank | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,661 | $0 | 0.00% | +1,661 | New |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| STRS Ohio | 0 | $0 | 0.00% | −195,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,922,872−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −827,931−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −557,500−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −514,651−100.0% | Sold out |