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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 6,762 | $110.9K | 0.08% | +3,113+85.3% | Added |
| Van Eck Associates Corp | 6,515 | $107.0K | 0.00% | −228−3.4% | Reduced |
| Vestcor Inc | 6,220 | $102.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 6,213 | $101.0K | 0.02% | +2,352+60.9% | Added |
| Truvestments Capital LLC | 5,468 | $89.7K | 0.05% | −609−10.0% | Reduced |
| Canada Pension Plan Investment Board | 5,400 | $88.6K | 0.00% | −48,761−90.0% | Reduced |
| IFP Advisors, Inc | 4,945 | $81.1K | 0.00% | −12,900−72.3% | Reduced |
| Wahed Invest LLC | 4,896 | $80.3K | 0.03% | +633+14.8% | Added |
| Ostrum Asset Management | 3,477 | $57.0K | 0.01% | −23−0.7% | Reduced |
| Desjardins Global Asset Management Inc. | 3,433 | $56.3K | 0.01% | +3,433 | New |
| Natixis | 3,267 | $53.6K | 0.00% | +2,516+335.0% | Added |
| Parkside Financial Bank & Trust | 2,886 | $47.3K | 0.01% | −1,053−26.7% | Reduced |
| CWM, LLC | 2,226 | $37.0K | 0.00% | −196−8.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,217 | $36.4K | 0.00% | +52+2.4% | Added |
| Quadrant Capital Group LLC | 2,099 | $34.4K | 0.00% | +1,775+547.8% | Added |
| Private Trust Co NA | 1,986 | $32.6K | 0.00% | −65−3.2% | Reduced |
| Advisors Asset Management, Inc. | 1,910 | $31.3K | 0.00% | +876+84.7% | Added |
| UniSuper Management Pty Ltd | 1,800 | $29.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,780 | $29.2K | 0.01% | +313+21.3% | Added |
| Benjamin Edwards Inc | 1,798 | $29.0K | 0.01% | +1+0.1% | Added |
| Allworth Financial LP | 1,491 | $24.5K | 0.00% | +730+95.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,460 | $23.9K | 0.00% | +850+139.3% | Added |
| Guinness Atkinson Asset Management Inc | 1,344 | $22.0K | 0.01% | +456+51.4% | Added |
| Parallel Advisors, LLC | 1,094 | $17.9K | 0.00% | +694+173.5% | Added |
| National Bank of Canada | 1,094 | $17.7K | 0.00% | +121+12.4% | Added |
| Fifth Third Bancorp | 1,007 | $16.5K | 0.00% | +135+15.5% | Added |
| Signaturefd, LLC | 1,001 | $16.4K | 0.00% | +631+170.5% | Added |
| Ancora Advisors, LLC | 1,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,049 | $16.0K | 0.00% | −916−46.6% | Reduced |
| Performa Ltd (US), LLC | 900 | $14.8K | 0.01% | +400+80.0% | Added |
| Stephens Inc | 795 | $13.0K | 0.00% | +109+15.9% | Added |
| Arcadia Investment Management Corp | 750 | $12.3K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 670 | $11.0K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 644 | $10.6K | 0.01% | +644 | New |
| Washington Trust Advisors, Inc. | 604 | $9.91K | 0.00% | +228+60.6% | Added |
| Cullen/Frost Bankers, Inc. | 586 | $9.61K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 551 | $9.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 493 | $8.09K | 0.00% | −2−0.4% | Reduced |
| Covestor Ltd | 462 | $8.00K | 0.01% | +17+3.8% | Added |
| Huntington National Bank | 468 | $7.67K | 0.00% | +154+49.0% | Added |
| Cary Street Partner Investment Advisory LLC | 466 | $7.64K | 0.00% | +256+121.9% | Added |
| Ci Investments Inc. | 435 | $7.00K | 0.00% | −356−45.0% | Reduced |
| Venturi Wealth Management, LLC | 418 | $6.86K | 0.00% | +418 | New |
| Stonebridge Capital Advisors LLC | 400 | $6.56K | 0.00% | +400 | New |
| Bell Investment Advisors, Inc | 377 | $6.18K | 0.00% | +160+73.7% | Added |
| TD Private Client Wealth LLC | 374 | $6.13K | 0.00% | +34+10.0% | Added |
| Capital Advisors, Ltd. LLC | 367 | $6.00K | 0.00% | +367 | New |
| Group One Trading, L.P. | 343 | $5.63K | 0.00% | +343 | New |
| Colonial Trust Co | 298 | $5.31K | 0.00% | +98+49.0% | Added |
| West Oak Capital, LLC | 300 | $5.00K | 0.00% | +250+500.0% | Added |
| Glassman Wealth Services | 293 | $4.80K | 0.00% | +57+24.2% | 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 |
| First Horizon Advisors, Inc. | 235 | $3.85K | 0.00% | +8+3.5% | Added |
| Nisa Investment Advisors, LLC | 230 | $3.77K | 0.00% | +230 | New |
| Versant Capital Management, Inc | 229 | $3.76K | 0.00% | +72+45.9% | Added |
| Sunbelt Securities, Inc. | 222 | $3.64K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 218 | $3.58K | 0.00% | −65−23.0% | Reduced |
| Operose Advisors LLC | 217 | $3.56K | 0.00% | +17+8.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 172 | $2.82K | 0.00% | +151+719.0% | Added |
| Manchester Capital Management LLC | 158 | $2.59K | 0.00% | −139−46.8% | Reduced |
| Whittier Trust Co | 153 | $2.51K | 0.00% | +153 | New |
| West Branch Capital LLC | 150 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $2.41K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 127 | $2.08K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 111 | $1.82K | 0.00% | +101+1,010.0% | Added |
| Spire Wealth Management | 106 | $1.74K | 0.00% | 00.0% | Unchanged |
| 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 |
| Quent Capital, LLC | 99 | $1.62K | 0.00% | +45+83.3% | Added |
| Global Retirement Partners, LLC | 87 | $1.46K | 0.00% | +21+31.8% | Added |
| Grove Bank & Trust | 85 | $1.39K | 0.00% | +85 | New |
| Sutton Wealth Advisors Inc. | 77 | $1.26K | 0.00% | +77 | New |
| RFP Financial Group LLC | 65 | $1.07K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 52 | $853 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $820 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 46 | $754 | 0.00% | −10,235−99.6% | Reduced |
| Larson Financial Group LLC | 43 | $705 | 0.00% | +43 | New |
| Farther Finance Advisors, LLC | 42 | $689 | 0.00% | −29−40.8% | Reduced |
| Harbour Investments, Inc. | 38 | $623 | 0.00% | +34+850.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $164 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $131 | 0.00% | −352−97.8% | Reduced |
| Gradient Investments LLC | 4 | $66 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $33 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $0 | 0.00% | +7+29.2% | Added |
| Capital World Investors | 0 | $0 | 0.00% | −35,151,611−100.0% | Sold out |
| Spyglass Capital Management LLC | 0 | $0 | 0.00% | −2,488,422−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −1,630,672−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −1,450,662−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −1,154,063−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −929,459−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −873,130−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −797,300−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −578,170−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −531,643−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −520,631−100.0% | Sold out |