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, Q4 2023
Institutional positions in ZoomInfo Technologies Inc. as of Dec 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
- 339
- −47 vs. Q3 2023
- Shares held
- 336.4M
- −7.04M (−2.0%) vs. Q3 2023
- Total value
- $6.22B
- +$569.5M (+10.1%) vs. Q3 2023
- New holders
- 59
- 107 more added
- Sold out
- 106
- 135 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Gradient Investments LLC | 4 | $74 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $74 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $74 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 10 | $185 | 0.00% | −483−98.0% | Reduced |
| Rothschild Investment LLC | 12 | $222 | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 12 | $222 | 0.00% | +12 | New |
| GWM Advisors LLC | 22 | $407 | 0.00% | +22 | New |
| JFS Wealth Advisors, LLC | 24 | $444 | 0.00% | +24 | New |
| TFC Financial Management | 50 | $925 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 52 | $962 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 54 | $998 | 0.00% | +54 | New |
| Capital Advisors, Ltd. LLC | 57 | $1.00K | 0.00% | −310−84.5% | Reduced |
| Avion Wealth | 79 | $1.00K | 0.00% | +48+154.8% | Added |
| RFP Financial Group LLC | 65 | $1.20K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 85 | $1.57K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $1.65K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 128 | $1.96K | 0.00% | +41+47.1% | Added |
| Allspring Global Investments Holdings, LLC | 109 | $2.02K | 0.00% | −2,295,515−100.0% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $2.03K | 0.00% | +10+10.0% | Added |
| Massmutual Trust Co FSB | 115 | $2.13K | 0.00% | −175−60.3% | Reduced |
| Versant Capital Management, Inc | 118 | $2.18K | 0.00% | −111−48.5% | Reduced |
| Bell Investment Advisors, Inc | 119 | $2.20K | 0.00% | −258−68.4% | Reduced |
| Tidemark, LLC | 130 | $2.40K | 0.00% | +130 | New |
| Plante Moran Financial Advisors, LLC | 132 | $2.44K | 0.00% | +132 | New |
| Cedar Mountain Advisors, LLC | 147 | $2.72K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 154 | $2.85K | 0.00% | +154 | New |
| Quent Capital, LLC | 157 | $2.90K | 0.00% | +58+58.6% | Added |
| Proequities, Inc. | 168 | $3.11K | 0.00% | −50−22.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $3.17K | 0.00% | −116,722−99.8% | Reduced |
| Operose Advisors LLC | 217 | $4.01K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 220 | $4.07K | 0.00% | −10−4.3% | Reduced |
| Sunbelt Securities, Inc. | 222 | $4.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 230 | $4.25K | 0.00% | +230 | New |
| Venturi Wealth Management, LLC | 249 | $4.61K | 0.00% | −169−40.4% | Reduced |
| Arcadia Investment Management Corp | 250 | $4.62K | 0.00% | −500−66.7% | Reduced |
| Principal Securities, Inc. | 258 | $4.77K | 0.00% | +258 | New |
| West Oak Capital, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 285 | $5.00K | 0.00% | +285 | New |
| Cornerstone Planning Group LLC | 290 | $5.36K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 295 | $5.45K | 0.00% | +60+25.5% | Added |
| Colonial Trust Co | 298 | $5.61K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 357 | $6.60K | 0.00% | +64+21.8% | Added |
| Parallel Advisors, LLC | 397 | $7.34K | 0.00% | −697−63.7% | Reduced |
| Manchester Capital Management LLC | 409 | $7.56K | 0.00% | +251+158.9% | Added |
| Ci Investments Inc. | 435 | $8.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 450 | $8.32K | 0.00% | −450−50.0% | Reduced |
| Covestor Ltd | 478 | $9.00K | 0.01% | +16+3.5% | Added |
| Park Place Capital Corp | 493 | $9.12K | 0.00% | −58−10.5% | Reduced |
| SYSTM Wealth Solutions LLC | 518 | $9.58K | 0.00% | +518 | New |
| Huntington National Bank | 524 | $9.69K | 0.00% | +56+12.0% | Added |
| TD Private Client Wealth LLC | 554 | $10.2K | 0.00% | +180+48.1% | Added |
| Tanglewood Legacy Advisors, LLC | 670 | $12.4K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 799 | $14.8K | 0.00% | +4+0.5% | Added |
| Lindbrook Capital, LLC | 823 | $15.2K | 0.00% | +815+10,187.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 900 | $16.6K | 0.00% | +900 | New |
| EverSource Wealth Advisors, LLC | 947 | $17.5K | 0.00% | +775+450.6% | Added |
| Ancora Advisors, LLC | 1,000 | $18.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,036 | $19.2K | 0.00% | −950−47.8% | Reduced |
| Washington Trust Advisors, Inc. | 1,167 | $21.6K | 0.00% | +563+93.2% | Added |
| Advisory Services Network, LLC | 1,200 | $22.2K | 0.00% | +1,200 | New |
| Signaturefd, LLC | 1,221 | $22.6K | 0.00% | +220+22.0% | Added |
| Guinness Atkinson Asset Management Inc | 1,344 | $24.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,460 | $27.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,450 | $27.2K | 0.01% | +1,450 | New |
| Edmond de Rothschild Holding S.A. | 1,504 | $27.8K | 0.00% | −713−32.2% | Reduced |
| Quarry LP | 1,527 | $28.2K | 0.01% | +1,527 | New |
| Fifth Third Bancorp | 1,653 | $30.6K | 0.00% | +646+64.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,754 | $32.4K | 0.00% | −53,143−96.8% | Reduced |
| CWM, LLC | 1,779 | $33.0K | 0.00% | −447−20.1% | Reduced |
| Benjamin Edwards Inc | 1,805 | $33.0K | 0.01% | +7+0.4% | Added |
| Allworth Financial LP | 1,972 | $36.5K | 0.00% | +481+32.3% | Added |
| GAMMA Investing LLC | 2,318 | $37.2K | 0.01% | +2,318 | New |
| Acadian Asset Management LLC | 2,120 | $38.0K | 0.00% | +1,071+102.1% | Added |
| EntryPoint Capital, LLC | 2,595 | $48.0K | 0.05% | +2,595 | New |
| Parkside Financial Bank & Trust | 2,743 | $50.7K | 0.01% | −143−5.0% | Reduced |
| Quest Partners LLC | 3,328 | $61.5K | 0.01% | +3,328 | New |
| Advisors Asset Management, Inc. | 3,417 | $63.2K | 0.00% | +1,507+78.9% | Added |
| Quadrant Capital Group LLC | 3,885 | $71.8K | 0.01% | +1,786+85.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,946 | $73.0K | 0.00% | +3,746+1,873.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,515 | $83.5K | 0.05% | −2,247−33.2% | Reduced |
| Truvestments Capital LLC | 4,966 | $91.8K | 0.04% | −502−9.2% | Reduced |
| Wahed Invest LLC | 5,130 | $94.9K | 0.03% | +234+4.8% | Added |
| Icon Wealth Advisors, LLC | 6,612 | $122.3K | 0.01% | +6,612 | New |
| Bessemer Group Inc | 7,180 | $132.0K | 0.00% | −8,882−55.3% | Reduced |
| Russell Investments Group, Ltd. | 7,900 | $148.7K | 0.00% | −75,563−90.5% | Reduced |
| UBS Group AG | 8,471 | $156.6K | 0.00% | −132,516−94.0% | Reduced |
| AQR Capital Management LLC | 10,056 | $185.9K | 0.00% | −103,494−91.1% | Reduced |
| Ieq Capital, LLC | 10,341 | $191.2K | 0.00% | +10,341 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,486 | $194.0K | 0.00% | −97,914−90.3% | Reduced |
| Pathstone Holdings, LLC | 10,604 | $196.1K | 0.00% | +10,604 | New |
| Aviva PLC | 10,891 | $201.4K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 10,921 | $201.9K | 0.00% | −4,296−28.2% | Reduced |
| KCM Investment Advisors LLC | 11,204 | $207.2K | 0.01% | 00.0% | Unchanged |
| American Trust | 11,326 | $209.4K | 0.02% | +628+5.9% | Added |
| MML Investors Services, LLC | 11,433 | $211.0K | 0.00% | +807+7.6% | Added |
| Rathbone Brothers plc | 11,430 | $211.3K | 0.00% | −2,000−14.9% | Reduced |
| Wolverine Trading, LLC | 11,533 | $213.2K | 0.00% | −12,661−52.3% | Reduced |