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, Q1 2024
Institutional positions in ZoomInfo Technologies Inc. as of Mar 31, 2024. 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
- 342
- +3 vs. Q4 2023
- Shares held
- 320.8M
- −15.6M (−4.6%) vs. Q4 2023
- Total value
- $5.14B
- −$1.07B (−17.3%) vs. Q4 2023
- New holders
- 67
- 133 more added
- Sold out
- 64
- 95 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 20 | $0 | 0.00% | +20 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $65 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $192 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 22 | $353 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $385 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $449 | 0.00% | +28 | New |
| Umb Bank N A | 39 | $625 | 0.00% | +39 | New |
| Cherry Tree Wealth Management, LLC | 52 | $834 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 56 | $898 | 0.00% | −50−47.2% | Reduced |
| Bruce G. Allen Investments, LLC | 73 | $1.17K | 0.00% | +19+35.2% | Added |
| Natixis | 82 | $1.31K | 0.00% | +82 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.60K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $1.60K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 110 | $1.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 110 | $1.76K | 0.00% | +100+1,000.0% | Added |
| Avion Wealth | 110 | $2.00K | 0.00% | +31+39.2% | Added |
| Private Wealth Management Group, LLC | 131 | $2.10K | 0.00% | −99−43.0% | Reduced |
| Tidemark, LLC | 134 | $2.15K | 0.00% | +4+3.1% | Added |
| Gilliland Jeter Wealth Management LLC | 135 | $2.16K | 0.00% | +135 | New |
| Massmutual Trust Co FSB | 141 | $2.26K | 0.00% | +26+22.6% | Added |
| Cedar Mountain Advisors, LLC | 147 | $2.36K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $2.40K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 175 | $2.81K | 0.00% | +7+4.2% | Added |
| Bellevue Asset Management, LLC | 180 | $2.88K | 0.00% | +26+16.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $3.01K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 200 | $3.21K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 215 | $3.45K | 0.00% | +87+68.0% | Added |
| Operose Advisors LLC | 217 | $3.48K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 222 | $3.56K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 234 | $3.75K | 0.00% | +77+49.0% | Added |
| Cornerstone Planning Group LLC | 241 | $3.88K | 0.00% | −49−16.9% | Reduced |
| Smithfield Trust Co | 188 | $4.00K | 0.00% | +188 | New |
| Arcadia Investment Management Corp | 250 | $4.01K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 250 | $4.01K | 0.00% | +250 | New |
| Principal Securities, Inc. | 272 | $4.36K | 0.00% | +14+5.4% | Added |
| Colonial Trust Co | 298 | $4.72K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 315 | $5.05K | 0.00% | +20+6.8% | Added |
| Lindbrook Capital, LLC | 348 | $5.58K | 0.00% | −475−57.7% | Reduced |
| Manchester Capital Management LLC | 382 | $6.12K | 0.00% | −27−6.6% | Reduced |
| Bell Investment Advisors, Inc | 425 | $6.81K | 0.00% | +306+257.1% | Added |
| Washington Trust Advisors, Inc. | 477 | $7.65K | 0.00% | −690−59.1% | Reduced |
| Capital Advisors, Ltd. LLC | 471 | $8.00K | 0.00% | +414+726.3% | Added |
| nVerses Capital, LLC | 500 | $8.02K | 0.02% | +500 | New |
| Park Place Capital Corp | 519 | $8.32K | 0.00% | +26+5.3% | Added |
| Allworth Financial LP | 530 | $8.50K | 0.00% | −1,442−73.1% | Reduced |
| Huntington National Bank | 548 | $8.78K | 0.00% | +24+4.6% | Added |
| Ci Investments Inc. | 538 | $9.00K | 0.00% | +103+23.7% | Added |
| EverSource Wealth Advisors, LLC | 609 | $9.66K | 0.00% | −338−35.7% | Reduced |
| Parallel Advisors, LLC | 653 | $10.5K | 0.00% | +256+64.5% | Added |
| SYSTM Wealth Solutions LLC | 703 | $11.3K | 0.00% | +185+35.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 729 | $11.7K | 0.00% | −1,025−58.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 730 | $11.7K | 0.00% | +730 | New |
| Stephens Inc | 796 | $12.8K | 0.00% | −3−0.4% | Reduced |
| Plato Investment Management Ltd | 820 | $13.1K | 0.00% | +820 | New |
| Signaturefd, LLC | 899 | $14.4K | 0.00% | −322−26.4% | Reduced |
| Aquatic Capital Management LLC | 900 | $14.4K | 0.00% | +900 | New |
| Truvestments Capital LLC | 910 | $14.6K | 0.01% | −4,056−81.7% | Reduced |
| Performa Ltd (US), LLC | 950 | $15.2K | 0.01% | +500+111.1% | Added |
| Ancora Advisors, LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,070 | $17.2K | 0.01% | +1,070 | New |
| Venturi Wealth Management, LLC | 1,161 | $18.6K | 0.00% | +912+366.3% | Added |
| Farther Finance Advisors, LLC | 1,335 | $21.4K | 0.00% | +1,335 | New |
| Montag A & Associates Inc | 1,500 | $24.0K | 0.00% | +1,500 | New |
| Guinness Atkinson Asset Management Inc | 1,542 | $24.7K | 0.01% | +198+14.7% | Added |
| Smartleaf Asset Management LLC | 1,632 | $25.9K | 0.01% | +182+12.6% | Added |
| Nisa Investment Advisors, LLC | 1,650 | $26.4K | 0.00% | +1,430+650.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,722 | $27.6K | 0.00% | +262+17.9% | Added |
| Benjamin Edwards Inc | 1,874 | $30.0K | 0.01% | +69+3.8% | Added |
| Bessemer Group Inc | 1,925 | $31.0K | 0.00% | −5,255−73.2% | Reduced |
| Quadrant Capital Group LLC | 2,005 | $32.1K | 0.00% | −1,880−48.4% | Reduced |
| GAMMA Investing LLC | 2,149 | $34.4K | 0.01% | −169−7.3% | Reduced |
| Fifth Third Bancorp | 2,381 | $38.2K | 0.00% | +728+44.0% | Added |
| CWM, LLC | 2,644 | $42.0K | 0.00% | +865+48.6% | Added |
| SRS Capital Advisors, Inc. | 2,641 | $42.3K | 0.00% | +2,629+21,908.3% | Added |
| Parkside Financial Bank & Trust | 3,014 | $48.3K | 0.01% | +271+9.9% | Added |
| Covestor Ltd | 3,339 | $54.0K | 0.03% | +2,861+598.5% | Added |
| Cutler Group LP | 3,803 | $60.0K | 0.03% | +3,803 | New |
| Quarry LP | 3,786 | $60.7K | 0.02% | +2,259+147.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,055 | $65.0K | 0.00% | +109+2.8% | Added |
| Advisors Asset Management, Inc. | 4,964 | $79.6K | 0.00% | +1,547+45.3% | Added |
| Advisor Group Holdings, Inc. | 5,103 | $81.8K | 0.00% | −13,124−72.0% | Reduced |
| DekaBank Deutsche Girozentrale | 5,493 | $85.0K | 0.00% | +5,493 | New |
| IFP Advisors, Inc | 5,405 | $86.6K | 0.00% | +5,405 | Added |
| Icon Wealth Advisors, LLC | 6,310 | $101.1K | 0.01% | −302−4.6% | Reduced |
| KBC Group NV | 7,141 | $114.0K | 0.00% | −56,626−88.8% | Reduced |
| Russell Investments Group, Ltd. | 7,900 | $125.2K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,789 | $151.0K | 0.01% | +11,789 | New |
| Handelsinvest Investeringsforvaltning | 9,854 | $158.0K | 0.08% | −5,117−34.2% | Reduced |
| Crestwood Advisors Group LLC | 10,921 | $175.1K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 11,204 | $179.6K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 11,430 | $183.2K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 11,436 | $183.3K | 0.11% | +11,436 | New |
| Quest Partners LLC | 11,557 | $185.3K | 0.03% | +8,229+247.3% | Added |
| American Trust | 11,575 | $185.5K | 0.02% | +249+2.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,725 | $188.0K | 0.00% | −3,447−22.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 11,865 | $190.2K | 0.13% | +7,350+162.8% | Added |
| LPL Financial LLC | 12,847 | $205.9K | 0.00% | −57,196−81.7% | Reduced |
| Shelton Capital Management | 12,976 | $208.0K | 0.01% | 00.0% | Unchanged |