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, Q3 2023
Institutional positions in ZoomInfo Technologies Inc. as of Sep 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
- 389
- −2 vs. Q2 2023
- Shares held
- 343.5M
- −20.8M (−5.7%) vs. Q2 2023
- Total value
- $5.65B
- −$3.60B (−38.9%) vs. Q2 2023
- New holders
- 74
- 157 more added
- Sold out
- 76
- 112 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 31 | $0 | 0.00% | +7+29.2% | Added |
| True Wealth Design, LLC | 2 | $33 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $66 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $131 | 0.00% | −352−97.8% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $164 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 38 | $623 | 0.00% | +34+850.0% | Added |
| Farther Finance Advisors, LLC | 42 | $689 | 0.00% | −29−40.8% | Reduced |
| Larson Financial Group LLC | 43 | $705 | 0.00% | +43 | New |
| Umb Bank N A | 46 | $754 | 0.00% | −10,235−99.6% | Reduced |
| TFC Financial Management | 50 | $820 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 52 | $853 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 65 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 77 | $1.26K | 0.00% | +77 | New |
| Grove Bank & Trust | 85 | $1.39K | 0.00% | +85 | New |
| Global Retirement Partners, LLC | 87 | $1.46K | 0.00% | +21+31.8% | Added |
| Quent Capital, LLC | 99 | $1.62K | 0.00% | +45+83.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.64K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $1.64K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $1.64K | 0.00% | +20+25.0% | Added |
| Provenance Wealth Advisors, LLC | 100 | $1.64K | 0.00% | +100 | New |
| Spire Wealth Management | 106 | $1.74K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 111 | $1.82K | 0.00% | +101+1,010.0% | Added |
| TSFG, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 127 | $2.08K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $2.41K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $2.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 153 | $2.51K | 0.00% | +153 | New |
| Manchester Capital Management LLC | 158 | $2.59K | 0.00% | −139−46.8% | Reduced |
| EverSource Wealth Advisors, LLC | 172 | $2.82K | 0.00% | +151+719.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $3.56K | 0.00% | +17+8.5% | Added |
| Proequities, Inc. | 218 | $3.58K | 0.00% | −65−23.0% | Reduced |
| Sunbelt Securities, Inc. | 222 | $3.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 229 | $3.76K | 0.00% | +72+45.9% | Added |
| Nisa Investment Advisors, LLC | 230 | $3.77K | 0.00% | +230 | New |
| First Horizon Advisors, Inc. | 235 | $3.85K | 0.00% | +8+3.5% | Added |
| Cornerstone Planning Group LLC | 290 | $4.76K | 0.00% | −183−38.7% | Reduced |
| Massmutual Trust Co FSB | 290 | $4.76K | 0.00% | +253+683.8% | Added |
| Glassman Wealth Services | 293 | $4.80K | 0.00% | +57+24.2% | Added |
| West Oak Capital, LLC | 300 | $5.00K | 0.00% | +250+500.0% | Added |
| Colonial Trust Co | 298 | $5.31K | 0.00% | +98+49.0% | Added |
| Group One Trading, L.P. | 343 | $5.63K | 0.00% | +343 | New |
| Capital Advisors, Ltd. LLC | 367 | $6.00K | 0.00% | +367 | New |
| TD Private Client Wealth LLC | 374 | $6.13K | 0.00% | +34+10.0% | Added |
| Bell Investment Advisors, Inc | 377 | $6.18K | 0.00% | +160+73.7% | Added |
| Stonebridge Capital Advisors LLC | 400 | $6.56K | 0.00% | +400 | New |
| Venturi Wealth Management, LLC | 418 | $6.86K | 0.00% | +418 | New |
| Ci Investments Inc. | 435 | $7.00K | 0.00% | −356−45.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 466 | $7.64K | 0.00% | +256+121.9% | Added |
| Huntington National Bank | 468 | $7.67K | 0.00% | +154+49.0% | Added |
| Covestor Ltd | 462 | $8.00K | 0.01% | +17+3.8% | Added |
| SJS Investment Consulting Inc. | 493 | $8.09K | 0.00% | −2−0.4% | Reduced |
| Park Place Capital Corp | 551 | $9.04K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 586 | $9.61K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 604 | $9.91K | 0.00% | +228+60.6% | Added |
| West Tower Group, LLC | 644 | $10.6K | 0.01% | +644 | New |
| Tanglewood Legacy Advisors, LLC | 670 | $11.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 750 | $12.3K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 795 | $13.0K | 0.00% | +109+15.9% | Added |
| Performa Ltd (US), LLC | 900 | $14.8K | 0.01% | +400+80.0% | Added |
| Acadian Asset Management LLC | 1,049 | $16.0K | 0.00% | −916−46.6% | Reduced |
| Ancora Advisors, LLC | 1,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,001 | $16.4K | 0.00% | +631+170.5% | Added |
| Fifth Third Bancorp | 1,007 | $16.5K | 0.00% | +135+15.5% | Added |
| National Bank of Canada | 1,094 | $17.7K | 0.00% | +121+12.4% | Added |
| Parallel Advisors, LLC | 1,094 | $17.9K | 0.00% | +694+173.5% | Added |
| Guinness Atkinson Asset Management Inc | 1,344 | $22.0K | 0.01% | +456+51.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,460 | $23.9K | 0.00% | +850+139.3% | Added |
| Allworth Financial LP | 1,491 | $24.5K | 0.00% | +730+95.9% | Added |
| Benjamin Edwards Inc | 1,798 | $29.0K | 0.01% | +1+0.1% | Added |
| V-Square Quantitative Management LLC | 1,780 | $29.2K | 0.01% | +313+21.3% | Added |
| UniSuper Management Pty Ltd | 1,800 | $29.5K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,910 | $31.3K | 0.00% | +876+84.7% | Added |
| Private Trust Co NA | 1,986 | $32.6K | 0.00% | −65−3.2% | Reduced |
| Quadrant Capital Group LLC | 2,099 | $34.4K | 0.00% | +1,775+547.8% | Added |
| Edmond de Rothschild Holding S.A. | 2,217 | $36.4K | 0.00% | +52+2.4% | Added |
| CWM, LLC | 2,226 | $37.0K | 0.00% | −196−8.1% | Reduced |
| Parkside Financial Bank & Trust | 2,886 | $47.3K | 0.01% | −1,053−26.7% | Reduced |
| Natixis | 3,267 | $53.6K | 0.00% | +2,516+335.0% | Added |
| Desjardins Global Asset Management Inc. | 3,433 | $56.3K | 0.01% | +3,433 | New |
| Ostrum Asset Management | 3,477 | $57.0K | 0.01% | −23−0.7% | Reduced |
| Wahed Invest LLC | 4,896 | $80.3K | 0.03% | +633+14.8% | Added |
| IFP Advisors, Inc | 4,945 | $81.1K | 0.00% | −12,900−72.3% | Reduced |
| Canada Pension Plan Investment Board | 5,400 | $88.6K | 0.00% | −48,761−90.0% | Reduced |
| Truvestments Capital LLC | 5,468 | $89.7K | 0.05% | −609−10.0% | Reduced |
| Cutler Group LP | 6,213 | $101.0K | 0.02% | +2,352+60.9% | Added |
| Vestcor Inc | 6,220 | $102.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,515 | $107.0K | 0.00% | −228−3.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6,762 | $110.9K | 0.08% | +3,113+85.3% | Added |
| Creative Planning | 7,374 | $120.9K | 0.00% | +1,626+28.3% | Added |
| Seaport Global Advisors, LLC | 7,447 | $122.1K | 0.37% | −446−5.7% | Reduced |
| Banque Cantonale Vaudoise | 7,515 | $123.0K | 0.01% | +2,415+47.4% | Added |
| Counterpoint Mutual Funds LLC | 8,126 | $133.3K | 0.11% | +8,126 | New |
| The PNC Financial Services Group, Inc. | 9,396 | $154.1K | 0.00% | −37,684−80.0% | Reduced |
| CIBC Asset Management Inc | 10,078 | $165.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10,107 | $165.8K | 0.02% | −296−2.8% | Reduced |
| MML Investors Services, LLC | 10,626 | $174.0K | 0.00% | −2,376−18.3% | Reduced |
| American Trust | 10,698 | $175.4K | 0.01% | +10,698 | New |
| Aviva PLC | 10,891 | $178.6K | 0.00% | −320,802−96.7% | Reduced |
| Sherbrooke Park Advisers LLC | 10,988 | $180.2K | 0.06% | +10,988 | New |