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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 24,999 | $462.2K | 0.01% | −844−3.3% | Reduced |
| Cornerstone Investment Partners, LLC | 24,918 | $460.7K | 0.03% | +5,135+26.0% | Added |
| Janney Montgomery Scott LLC | 24,648 | $456.0K | 0.00% | −1,635−6.2% | Reduced |
| Maryland State Retirement & Pension System | 24,653 | $455.8K | 0.01% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 23,858 | $441.1K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 23,853 | $441.0K | 0.00% | −15,526−39.4% | Reduced |
| Prudential Financial Inc | 23,533 | $435.1K | 0.00% | +2,062+9.6% | Added |
| United Services Automobile Association | 23,177 | $428.5K | 0.01% | +3,609+18.4% | Added |
| Mission Wealth Management, LP | 22,977 | $424.8K | 0.01% | +3,696+19.2% | Added |
| Hamilton Lane Advisors LLC | 22,370 | $413.6K | 0.17% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 20,466 | $379.0K | 0.01% | +542+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 20,370 | $376.6K | 0.00% | −36,689−64.3% | Reduced |
| Systematic Portfolios LLC | 18,811 | $347.8K | 1.05% | +18,811 | New |
| The PNC Financial Services Group, Inc. | 18,456 | $341.3K | 0.00% | +9,060+96.4% | Added |
| Advisor Group Holdings, Inc. | 18,227 | $336.8K | 0.00% | −8,026−30.6% | Reduced |
| American Century Companies Inc | 18,098 | $334.6K | 0.00% | +131+0.7% | Added |
| Ophir Asset Management Pty Ltd | 17,830 | $329.7K | 0.07% | 00.0% | Unchanged |
| Intech Investment Management LLC | 17,137 | $316.9K | 0.00% | −6,850−28.6% | Reduced |
| Washington Capital Management Inc | 16,900 | $312.5K | 0.27% | +16,900 | New |
| Swiss Life Asset Management Ltd | 16,467 | $305.0K | 0.00% | −142,916−89.7% | Reduced |
| Teacher Retirement System of Texas | 16,044 | $297.0K | 0.00% | −4,283−21.1% | Reduced |
| Institute for Wealth Management, LLC. | 16,039 | $296.6K | 0.05% | +16,039 | New |
| Bell Bank | 15,610 | $288.6K | 0.03% | −1,435−8.4% | Reduced |
| ProShare Advisors LLC | 15,582 | $288.1K | 0.00% | −896−5.4% | Reduced |
| Cresset Asset Management, LLC | 15,581 | $288.1K | 0.00% | +15,581 | New |
| Rakuten Securities, Inc. | 15,340 | $283.6K | 0.22% | +15,340 | New |
| Envestnet Portfolio Solutions, Inc. | 15,172 | $280.5K | 0.00% | −149−1.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 14,971 | $277.0K | 0.11% | −205,029−93.2% | Reduced |
| Harbor Capital Advisors, Inc. | 14,895 | $275.4K | 0.05% | +3,491+30.6% | Added |
| Captrust Financial Advisors | 14,849 | $274.6K | 0.00% | −847−5.4% | Reduced |
| IMC-Chicago, LLC | 13,244 | $244.9K | 0.01% | −2,249−14.5% | Reduced |
| Triumph Capital Management | 13,145 | $243.1K | 0.10% | −1,113−7.8% | Reduced |
| Shelton Capital Management | 12,976 | $239.9K | 0.01% | +12,976 | New |
| Leonteq Securities AG | 12,963 | $239.7K | 0.03% | −20,242−61.0% | Reduced |
| Verition Fund Management LLC | 12,411 | $229.5K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 12,367 | $229.1K | 0.00% | −1,428−10.4% | Reduced |
| Natixis Advisors, L.P. | 12,298 | $227.0K | 0.00% | +12,298 | New |
| 49 Wealth Management, LLC | 11,985 | $221.6K | 0.06% | +11,985 | New |
| Daiwa Securities Group Inc. | 11,926 | $221.0K | 0.00% | −16,196−57.6% | Reduced |
| Wolverine Trading, LLC | 11,533 | $213.2K | 0.00% | −12,661−52.3% | Reduced |
| Rathbone Brothers plc | 11,430 | $211.3K | 0.00% | −2,000−14.9% | Reduced |
| MML Investors Services, LLC | 11,433 | $211.0K | 0.00% | +807+7.6% | Added |
| American Trust | 11,326 | $209.4K | 0.02% | +628+5.9% | Added |
| KCM Investment Advisors LLC | 11,204 | $207.2K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 10,921 | $201.9K | 0.00% | −4,296−28.2% | Reduced |
| Aviva PLC | 10,891 | $201.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 10,604 | $196.1K | 0.00% | +10,604 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,486 | $194.0K | 0.00% | −97,914−90.3% | Reduced |
| Ieq Capital, LLC | 10,341 | $191.2K | 0.00% | +10,341 | New |
| AQR Capital Management LLC | 10,056 | $185.9K | 0.00% | −103,494−91.1% | Reduced |
| UBS Group AG | 8,471 | $156.6K | 0.00% | −132,516−94.0% | Reduced |
| Russell Investments Group, Ltd. | 7,900 | $148.7K | 0.00% | −75,563−90.5% | Reduced |
| Bessemer Group Inc | 7,180 | $132.0K | 0.00% | −8,882−55.3% | Reduced |
| Icon Wealth Advisors, LLC | 6,612 | $122.3K | 0.01% | +6,612 | New |
| Wahed Invest LLC | 5,130 | $94.9K | 0.03% | +234+4.8% | Added |
| Truvestments Capital LLC | 4,966 | $91.8K | 0.04% | −502−9.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,515 | $83.5K | 0.05% | −2,247−33.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,946 | $73.0K | 0.00% | +3,746+1,873.0% | Added |
| Quadrant Capital Group LLC | 3,885 | $71.8K | 0.01% | +1,786+85.1% | Added |
| Advisors Asset Management, Inc. | 3,417 | $63.2K | 0.00% | +1,507+78.9% | Added |
| Quest Partners LLC | 3,328 | $61.5K | 0.01% | +3,328 | New |
| Parkside Financial Bank & Trust | 2,743 | $50.7K | 0.01% | −143−5.0% | Reduced |
| EntryPoint Capital, LLC | 2,595 | $48.0K | 0.05% | +2,595 | New |
| Acadian Asset Management LLC | 2,120 | $38.0K | 0.00% | +1,071+102.1% | Added |
| GAMMA Investing LLC | 2,318 | $37.2K | 0.01% | +2,318 | New |
| Allworth Financial LP | 1,972 | $36.5K | 0.00% | +481+32.3% | Added |
| 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 |
| Skandinaviska Enskilda Banken AB (publ) | 1,754 | $32.4K | 0.00% | −53,143−96.8% | Reduced |
| Fifth Third Bancorp | 1,653 | $30.6K | 0.00% | +646+64.2% | Added |
| Quarry LP | 1,527 | $28.2K | 0.01% | +1,527 | New |
| Edmond de Rothschild Holding S.A. | 1,504 | $27.8K | 0.00% | −713−32.2% | Reduced |
| Smartleaf Asset Management LLC | 1,450 | $27.2K | 0.01% | +1,450 | New |
| Steward Partners Investment Advisory, LLC | 1,460 | $27.0K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 1,344 | $24.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,221 | $22.6K | 0.00% | +220+22.0% | Added |
| Advisory Services Network, LLC | 1,200 | $22.2K | 0.00% | +1,200 | New |
| Washington Trust Advisors, Inc. | 1,167 | $21.6K | 0.00% | +563+93.2% | Added |
| Private Trust Co NA | 1,036 | $19.2K | 0.00% | −950−47.8% | Reduced |
| Ancora Advisors, LLC | 1,000 | $18.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 947 | $17.5K | 0.00% | +775+450.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 900 | $16.6K | 0.00% | +900 | New |
| Lindbrook Capital, LLC | 823 | $15.2K | 0.00% | +815+10,187.5% | Added |
| Stephens Inc | 799 | $14.8K | 0.00% | +4+0.5% | Added |
| Tanglewood Legacy Advisors, LLC | 670 | $12.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 554 | $10.2K | 0.00% | +180+48.1% | Added |
| Huntington National Bank | 524 | $9.69K | 0.00% | +56+12.0% | Added |
| SYSTM Wealth Solutions LLC | 518 | $9.58K | 0.00% | +518 | New |
| Park Place Capital Corp | 493 | $9.12K | 0.00% | −58−10.5% | Reduced |
| Covestor Ltd | 478 | $9.00K | 0.01% | +16+3.5% | Added |
| Performa Ltd (US), LLC | 450 | $8.32K | 0.00% | −450−50.0% | Reduced |
| Ci Investments Inc. | 435 | $8.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 409 | $7.56K | 0.00% | +251+158.9% | Added |
| Parallel Advisors, LLC | 397 | $7.34K | 0.00% | −697−63.7% | Reduced |
| Glassman Wealth Services | 357 | $6.60K | 0.00% | +64+21.8% | Added |
| Colonial Trust Co | 298 | $5.61K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 295 | $5.45K | 0.00% | +60+25.5% | Added |
| Cornerstone Planning Group LLC | 290 | $5.36K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 285 | $5.00K | 0.00% | +285 | New |