ZoomInfo Technologies Inc.

GTM

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001794515

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2024: 342 institutions

Value heldQ1 2024: $5.14B

Institutions holding GTM and their total value by quarter
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.

Institutions holding GTM in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Bell Investment Advisors, Inc	425	$6.81K	0.00%	+306+257.1%	Added
Manchester Capital Management LLC	382	$6.12K	0.00%	−27−6.6%	Reduced
Lindbrook Capital, LLC	348	$5.58K	0.00%	−475−57.7%	Reduced
First Horizon Advisors, Inc.	315	$5.05K	0.00%	+20+6.8%	Added
West Oak Capital, LLC	300	$5.00K	0.00%	00.0%	Unchanged
Colonial Trust Co	298	$4.72K	0.00%	00.0%	Unchanged
Principal Securities, Inc.	272	$4.36K	0.00%	+14+5.4%	Added
Arcadia Investment Management Corp	250	$4.01K	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	250	$4.01K	0.00%	+250	New
Smithfield Trust Co	188	$4.00K	0.00%	+188	New
Cornerstone Planning Group LLC	241	$3.88K	0.00%	−49−16.9%	Reduced
Quent Capital, LLC	234	$3.75K	0.00%	+77+49.0%	Added
Sunbelt Securities, Inc.	222	$3.56K	0.00%	00.0%	Unchanged
Operose Advisors LLC	217	$3.48K	0.00%	00.0%	Unchanged
Global Retirement Partners, LLC	215	$3.45K	0.00%	+87+68.0%	Added
Aspect Partners, LLC	200	$3.21K	0.00%	+200	New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	188	$3.01K	0.00%	00.0%	Unchanged
Bellevue Asset Management, LLC	180	$2.88K	0.00%	+26+16.9%	Added
Proequities, Inc.	175	$2.81K	0.00%	+7+4.2%	Added
West Branch Capital LLC	150	$2.40K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	147	$2.36K	0.00%	00.0%	Unchanged
Massmutual Trust Co FSB	141	$2.26K	0.00%	+26+22.6%	Added
Gilliland Jeter Wealth Management LLC	135	$2.16K	0.00%	+135	New
Tidemark, LLC	134	$2.15K	0.00%	+4+3.1%	Added
Private Wealth Management Group, LLC	131	$2.10K	0.00%	−99−43.0%	Reduced
Avion Wealth	110	$2.00K	0.00%	+31+39.2%	Added
SJS Investment Consulting Inc.	110	$1.76K	0.00%	+100+1,000.0%	Added
Farmers & Merchants Investments Inc	110	$1.76K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	100	$1.60K	0.00%	00.0%	Unchanged
Register Financial Advisors LLC	100	$1.60K	0.00%	+100	New
Natixis	82	$1.31K	0.00%	+82	New
Bruce G. Allen Investments, LLC	73	$1.17K	0.00%	+19+35.2%	Added
Spire Wealth Management	56	$898	0.00%	−50−47.2%	Reduced
Cherry Tree Wealth Management, LLC	52	$834	0.00%	00.0%	Unchanged
Umb Bank N A	39	$625	0.00%	+39	New
MV Capital Management, Inc.	28	$449	0.00%	+28	New
JFS Wealth Advisors, LLC	24	$385	0.00%	00.0%	Unchanged
GWM Advisors LLC	22	$353	0.00%	00.0%	Unchanged
Rothschild Investment LLC	12	$192	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	4	$65	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	0	$1	0.00%	0	Unchanged
Financial Management Professionals, Inc.	20	$0	0.00%	+20	New
Coatue Management LLCSuperinvestorCoatue Management	0	$0	0.00%	−6,523,489−100.0%	Sold out
Greenhouse Funds LLLP	0	$0	0.00%	−1,601,989−100.0%	Sold out
Balyasny Asset Management LLC	0	$0	0.00%	−1,195,066−100.0%	Sold out
AlpInvest Partners B.V.	0	$0	0.00%	−979,618−100.0%	Sold out
Marshall Wace, LLP	0	$0	0.00%	−785,927−100.0%	Sold out
Readystate Asset Management LP	0	$0	0.00%	−604,668−100.0%	Sold out
IvyRock Asset Management (HK) Ltd	0	$0	0.00%	−468,697−100.0%	Sold out
Prospect Capital Advisors, LLC	0	$0	0.00%	−390,000−100.0%	Sold out
Twin Tree Management, LP	0	$0	0.00%	−276,878−100.0%	Sold out
HRT Financial LP	0	$0	0.00%	−267,768−100.0%	Sold out
Adage Capital Partners GP, L.L.C.	0	$0	0.00%	−190,000−100.0%	Sold out
Kodai Capital Management LP	0	$0	0.00%	−166,158−100.0%	Sold out
Achmea Investment Management B.V.	0	$0	0.00%	−147,380−100.0%	Sold out
Royal London Asset Management Ltd	0	$0	0.00%	−141,452−100.0%	Sold out
Bayesian Capital Management, LP	0	$0	0.00%	−140,600−100.0%	Sold out
G2 Investment Partners Management LLC	0	$0	0.00%	−118,350−100.0%	Sold out
Seven Eight Capital, LP	0	$0	0.00%	−112,904−100.0%	Sold out
Standard Life Aberdeen plc	0	$0	0.00%	−100,875−100.0%	Sold out
Sumitomo Mitsui Trust Holdings, Inc.	0	$0	0.00%	−98,590−100.0%	Sold out
AXA S.A.	0	$0	0.00%	−81,285−100.0%	Sold out
SG Americas Securities, LLC	0	$0	0.00%	−80,873−100.0%	Sold out
Scge Management, L.P.	0	$0	0.00%	−50,000−100.0%	Sold out
Eisler Capital (UK) Ltd.	0	$0	0.00%	−49,565−100.0%	Sold out
Edgestream Partners, L.P.	0	$0	0.00%	−49,314−100.0%	Sold out
Entropy Technologies, LP	0	$0	0.00%	−47,539−100.0%	Sold out
Point72 Europe (London) LLP	0	$0	0.00%	−46,681−100.0%	Sold out
Two Sigma Securities, LLC	0	$0	0.00%	−41,222−100.0%	Sold out
Alberta Investment Management Corp	0	$0	0.00%	−34,675−100.0%	Sold out
Cetera Advisor Networks LLC	0	$0	0.00%	−33,167−100.0%	Sold out
Sowell Financial Services LLC	0	$0	0.00%	−32,691−100.0%	Sold out
Collaborative Holdings Management LP	0	$0	0.00%	−30,000−100.0%	Sold out
Brevan Howard Capital Management LP	0	$0	0.00%	−28,584−100.0%	Sold out
Ossiam	0	$0	0.00%	−28,201−100.0%	Sold out
Raymond James Financial Services Advisors, Inc.	0	$0	0.00%	−20,370−100.0%	Sold out
Systematic Portfolios LLC	0	$0	0.00%	−18,811−100.0%	Sold out
Intech Investment Management LLC	0	$0	0.00%	−17,137−100.0%	Sold out
Swiss Life Asset Management Ltd	0	$0	0.00%	−16,467−100.0%	Sold out
Harbor Capital Advisors, Inc.	0	$0	0.00%	−14,895−100.0%	Sold out
Triumph Capital Management	0	$0	0.00%	−13,145−100.0%	Sold out
Wolverine Trading, LLC	0	$0	0.00%	−11,533−100.0%	Sold out
MML Investors Services, LLC	0	$0	0.00%	−11,433−100.0%	Sold out
Aviva PLC	0	$0	0.00%	−10,891−100.0%	Sold out
Pathstone Holdings, LLC	0	$0	0.00%	−10,604−100.0%	Sold out
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	0	$0	0.00%	−10,486−100.0%	Sold out
Ieq Capital, LLC	0	$0	0.00%	−10,341−100.0%	Sold out
Wahed Invest LLC	0	$0	0.00%	−5,130−100.0%	Sold out
EntryPoint Capital, LLC	0	$0	0.00%	−2,595−100.0%	Sold out
Acadian Asset Management LLC	0	$0	0.00%	−2,120−100.0%	Sold out
Edmond de Rothschild Holding S.A.	0	$0	0.00%	−1,504−100.0%	Sold out
Advisory Services Network, LLC	0	$0	0.00%	−1,200−100.0%	Sold out
Private Trust Co NA	0	$0	0.00%	−1,036−100.0%	Sold out
Turtle Creek Wealth Advisors, LLC	0	$0	0.00%	−900−100.0%	Sold out
Tanglewood Legacy Advisors, LLC	0	$0	0.00%	−670−100.0%	Sold out
TD Private Client Wealth LLC	0	$0	0.00%	−554−100.0%	Sold out
Glassman Wealth Services	0	$0	0.00%	−357−100.0%	Sold out
Ronald Blue Trust, Inc.	0	$0	0.00%	−285−100.0%	Sold out
Plante Moran Financial Advisors, LLC	0	$0	0.00%	−132−100.0%	Sold out
Versant Capital Management, Inc	0	$0	0.00%	−118−100.0%	Sold out