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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 258 | $4.77K | 0.00% | +258 | New |
| Arcadia Investment Management Corp | 250 | $4.62K | 0.00% | −500−66.7% | Reduced |
| Venturi Wealth Management, LLC | 249 | $4.61K | 0.00% | −169−40.4% | Reduced |
| Private Wealth Management Group, LLC | 230 | $4.25K | 0.00% | +230 | New |
| Sunbelt Securities, Inc. | 222 | $4.11K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 220 | $4.07K | 0.00% | −10−4.3% | Reduced |
| Operose Advisors LLC | 217 | $4.01K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $3.17K | 0.00% | −116,722−99.8% | Reduced |
| Proequities, Inc. | 168 | $3.11K | 0.00% | −50−22.9% | Reduced |
| Quent Capital, LLC | 157 | $2.90K | 0.00% | +58+58.6% | Added |
| Bellevue Asset Management, LLC | 154 | $2.85K | 0.00% | +154 | New |
| West Branch Capital LLC | 150 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $2.72K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 132 | $2.44K | 0.00% | +132 | New |
| Tidemark, LLC | 130 | $2.40K | 0.00% | +130 | New |
| Bell Investment Advisors, Inc | 119 | $2.20K | 0.00% | −258−68.4% | Reduced |
| Versant Capital Management, Inc | 118 | $2.18K | 0.00% | −111−48.5% | Reduced |
| Massmutual Trust Co FSB | 115 | $2.13K | 0.00% | −175−60.3% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $2.03K | 0.00% | +10+10.0% | Added |
| Allspring Global Investments Holdings, LLC | 109 | $2.02K | 0.00% | −2,295,515−100.0% | Reduced |
| Global Retirement Partners, LLC | 128 | $1.96K | 0.00% | +41+47.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.85K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $1.65K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 85 | $1.57K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 65 | $1.20K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 57 | $1.00K | 0.00% | −310−84.5% | Reduced |
| Avion Wealth | 79 | $1.00K | 0.00% | +48+154.8% | Added |
| Bruce G. Allen Investments, LLC | 54 | $998 | 0.00% | +54 | New |
| Cherry Tree Wealth Management, LLC | 52 | $962 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $925 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $444 | 0.00% | +24 | New |
| GWM Advisors LLC | 22 | $407 | 0.00% | +22 | New |
| Rothschild Investment LLC | 12 | $222 | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 12 | $222 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 10 | $185 | 0.00% | −483−98.0% | Reduced |
| 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 |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Ta Associates, L.P. | 0 | $0 | 0.00% | −244,680−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −80,347−100.0% | Sold out |
| Cadian Capital Management, LP | 0 | $0 | 0.00% | −9,765,615−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −3,754,192−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,096,940−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −1,065,834−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −842,870−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −722,219−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −582,136−100.0% | Sold out |
| Tremblant Capital Group | 0 | $0 | 0.00% | −446,647−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −383,338−100.0% | Sold out |
| Bordeaux Wealth Advisors LLC | 0 | $0 | 0.00% | −329,815−100.0% | Sold out |
| Barrier Capital Management, LLC | 0 | $0 | 0.00% | −296,699−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −245,766−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −189,662−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −154,228−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −153,962−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −146,283−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −134,800−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −133,818−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −112,205−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −107,827−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −98,440−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −93,376−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −85,667−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −74,070−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −68,047−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −63,270−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −57,823−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −54,205−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −53,101−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −51,470−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −50,195−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −47,395−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −45,101−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −44,870−100.0% | Sold out |
| Sigma Investment Counselors Inc | 0 | $0 | 0.00% | −44,778−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −43,168−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −43,148−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −38,572−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −34,486−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,166−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −30,460−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −30,216−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,014−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −28,877−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −28,812−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −28,616−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −28,088−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −27,434−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −25,414−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −25,226−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −24,956−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −23,812−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −23,050−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −21,888−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −20,377−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −17,208−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −17,314−100.0% | Sold out |