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, Q2 2024
Institutional positions in ZoomInfo Technologies Inc. as of Jun 30, 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
- +4 vs. Q1 2024
- Shares held
- 325.6M
- +5.17M (+1.6%) vs. Q1 2024
- Total value
- $4.16B
- −$977.5M (−19.0%) vs. Q1 2024
- New holders
- 57
- 94 more added
- Sold out
- 53
- 145 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 39 | $0 | 0.00% | −71−64.5% | Reduced |
| MV Capital Management, Inc. | 4 | $52 | 0.00% | −24−85.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $64 | 0.00% | +1+25.0% | Added |
| Rothschild Investment LLC | 12 | $153 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $160 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 20 | $256 | 0.00% | −4−16.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 36 | $460 | 0.00% | +36 | New |
| CVA Family Office, LLC | 39 | $498 | 0.00% | +39 | New |
| Larson Financial Group LLC | 45 | $575 | 0.00% | +45 | New |
| Cherry Tree Wealth Management, LLC | 52 | $665 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 53 | $677 | 0.00% | +53 | New |
| Bruce G. Allen Investments, LLC | 57 | $728 | 0.00% | −16−21.9% | Reduced |
| Spire Wealth Management | 57 | $728 | 0.00% | +1+1.8% | Added |
| Cornerstone Planning Group LLC | 76 | $745 | 0.00% | −165−68.5% | Reduced |
| EverSource Wealth Advisors, LLC | 84 | $954 | 0.00% | −525−86.2% | Reduced |
| Manchester Capital Management LLC | 78 | $997 | 0.00% | −304−79.6% | Reduced |
| Capital Advisors, Ltd. LLC | 63 | $1.00K | 0.00% | −408−86.6% | Reduced |
| International Assets Investment Management, LLC | 81 | $1.03K | 0.00% | +81 | New |
| Sachetta, LLC | 91 | $1.05K | 0.00% | +91 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.28K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $1.28K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.28K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 103 | $1.32K | 0.00% | −7−6.4% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $1.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 132 | $1.69K | 0.00% | +132 | New |
| Tidemark, LLC | 134 | $1.71K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 135 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $1.88K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 147 | $1.88K | 0.00% | +6+4.3% | Added |
| Quadrant Capital Group LLC | 149 | $1.90K | 0.00% | −1,856−92.6% | Reduced |
| West Branch Capital LLC | 150 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 220 | $2.00K | 0.00% | −1,705−88.6% | Reduced |
| Proequities, Inc. | 168 | $2.15K | 0.00% | −7−4.0% | Reduced |
| Bellevue Asset Management, LLC | 180 | $2.30K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 185 | $2.36K | 0.00% | +185 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $2.40K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 189 | $2.41K | 0.00% | +189 | New |
| Aspect Partners, LLC | 200 | $2.55K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 215 | $2.75K | 0.00% | −1,435−87.0% | Reduced |
| Operose Advisors LLC | 217 | $2.77K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 234 | $2.99K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 187 | $3.00K | 0.00% | +187 | New |
| First Horizon Advisors, Inc. | 236 | $3.01K | 0.00% | −79−25.1% | Reduced |
| Umb Bank N A | 244 | $3.12K | 0.00% | +205+525.6% | Added |
| Arcadia Investment Management Corp | 250 | $3.19K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 272 | $3.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 298 | $3.73K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 300 | $3.83K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 312 | $3.98K | 0.00% | −236−43.1% | Reduced |
| Global Retirement Partners, LLC | 342 | $4.37K | 0.00% | +127+59.1% | Added |
| Allworth Financial LP | 408 | $4.67K | 0.00% | −122−23.0% | Reduced |
| Bell Investment Advisors, Inc | 375 | $4.79K | 0.00% | −50−11.8% | Reduced |
| Sunbelt Securities, Inc. | 388 | $4.96K | 0.00% | +166+74.8% | Added |
| Washington Trust Advisors, Inc. | 477 | $6.09K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 493 | $6.30K | 0.00% | −26−5.0% | Reduced |
| Parallel Advisors, LLC | 509 | $6.50K | 0.00% | −144−22.1% | Reduced |
| Signaturefd, LLC | 518 | $6.61K | 0.00% | −381−42.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 729 | $9.31K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 820 | $10.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 940 | $12.0K | 0.00% | +592+170.1% | Added |
| Ancora Advisors, LLC | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,070 | $13.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,089 | $14.0K | 0.00% | −1,555−58.8% | Reduced |
| Farther Finance Advisors, LLC | 1,170 | $14.8K | 0.00% | −165−12.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 1,285 | $16.4K | 0.01% | −257−16.7% | Reduced |
| Venturi Wealth Management, LLC | 1,292 | $16.5K | 0.00% | +131+11.3% | Added |
| Smartleaf Asset Management LLC | 1,445 | $18.1K | 0.00% | −187−11.5% | Reduced |
| Montag A & Associates Inc | 1,500 | $19.2K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,736 | $22.0K | 0.00% | −138−7.4% | Reduced |
| Performa Ltd (US), LLC | 1,800 | $23.0K | 0.01% | +850+89.5% | Added |
| GAMMA Investing LLC | 1,858 | $23.7K | 0.00% | −291−13.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,057 | $26.3K | 0.00% | +335+19.5% | Added |
| Advisor Group Holdings, Inc. | 2,080 | $26.6K | 0.00% | −3,023−59.2% | Reduced |
| Fifth Third Bancorp | 2,112 | $27.0K | 0.00% | −269−11.3% | Reduced |
| Advisory Services Network, LLC | 2,200 | $28.1K | 0.00% | +2,200 | New |
| J.Safra Asset Management Corp | 2,638 | $33.7K | 0.00% | +2,388+955.2% | Added |
| SRS Capital Advisors, Inc. | 2,641 | $33.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,762 | $35.0K | 0.02% | −577−17.3% | Reduced |
| Quarry LP | 2,861 | $36.5K | 0.02% | −925−24.4% | Reduced |
| Parkside Financial Bank & Trust | 3,120 | $39.8K | 0.01% | +106+3.5% | Added |
| Qube Research & Technologies Ltd | 3,830 | $48.9K | 0.00% | −678,331−99.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,000 | $51.1K | 0.01% | +4,000 | New |
| Benjamin F. Edwards & Company, Inc. | 4,364 | $56.0K | 0.00% | +309+7.6% | Added |
| US Bancorp | 4,814 | $61.5K | 0.00% | −11,519−70.5% | Reduced |
| Advisors Asset Management, Inc. | 5,229 | $66.8K | 0.00% | +265+5.3% | Added |
| DekaBank Deutsche Girozentrale | 5,493 | $68.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,302 | $80.5K | 0.00% | +897+16.6% | Added |
| The PNC Financial Services Group, Inc. | 6,411 | $81.9K | 0.00% | −9,775−60.4% | Reduced |
| KBC Group NV | 6,758 | $86.0K | 0.00% | −383−5.4% | Reduced |
| Russell Investments Group, Ltd. | 7,950 | $99.4K | 0.00% | +50+0.6% | Added |
| Storebrand Asset Management AS | 8,888 | $113.5K | 0.00% | −23,463−72.5% | Reduced |
| Canada Pension Plan Investment Board | 9,100 | $116.2K | 0.00% | −193,600−95.5% | Reduced |
| State of Wyoming | 9,636 | $123.1K | 0.02% | +9,636 | New |
| Fifth Third Wealth Advisors LLC | 9,671 | $123.5K | 0.01% | +9,671 | New |
| CIBC Asset Management Inc | 10,714 | $136.8K | 0.00% | +10,714 | New |
| Intech Investment Management LLC | 10,739 | $137.1K | 0.00% | +10,739 | New |
| Magnetar Financial LLC | 10,773 | $137.6K | 0.00% | +10,773 | New |
| Envestnet Portfolio Solutions, Inc. | 10,809 | $138.0K | 0.00% | −916−7.8% | Reduced |
| Entropy Technologies, LP | 11,184 | $142.8K | 0.02% | +11,184 | New |
| KCM Investment Advisors LLC | 11,204 | $143.1K | 0.01% | 00.0% | Unchanged |