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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 187 | $3.00K | 0.00% | +187 | New |
| Quent Capital, LLC | 234 | $2.99K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $2.77K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 215 | $2.75K | 0.00% | −1,435−87.0% | Reduced |
| Aspect Partners, LLC | 200 | $2.55K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 189 | $2.41K | 0.00% | +189 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $2.40K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 185 | $2.36K | 0.00% | +185 | New |
| Bellevue Asset Management, LLC | 180 | $2.30K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 168 | $2.15K | 0.00% | −7−4.0% | Reduced |
| Bessemer Group Inc | 220 | $2.00K | 0.00% | −1,705−88.6% | Reduced |
| West Branch Capital LLC | 150 | $1.92K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 149 | $1.90K | 0.00% | −1,856−92.6% | Reduced |
| 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 |
| Gilliland Jeter Wealth Management LLC | 135 | $1.72K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 134 | $1.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 132 | $1.69K | 0.00% | +132 | New |
| Farmers & Merchants Investments Inc | 110 | $1.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 103 | $1.32K | 0.00% | −7−6.4% | Reduced |
| 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 |
| Sachetta, LLC | 91 | $1.05K | 0.00% | +91 | New |
| International Assets Investment Management, LLC | 81 | $1.03K | 0.00% | +81 | New |
| Capital Advisors, Ltd. LLC | 63 | $1.00K | 0.00% | −408−86.6% | Reduced |
| Manchester Capital Management LLC | 78 | $997 | 0.00% | −304−79.6% | Reduced |
| EverSource Wealth Advisors, LLC | 84 | $954 | 0.00% | −525−86.2% | Reduced |
| Cornerstone Planning Group LLC | 76 | $745 | 0.00% | −165−68.5% | Reduced |
| Bruce G. Allen Investments, LLC | 57 | $728 | 0.00% | −16−21.9% | Reduced |
| Spire Wealth Management | 57 | $728 | 0.00% | +1+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 53 | $677 | 0.00% | +53 | New |
| Cherry Tree Wealth Management, LLC | 52 | $665 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $575 | 0.00% | +45 | New |
| CVA Family Office, LLC | 39 | $498 | 0.00% | +39 | New |
| Beaird Harris Wealth Management, LLC | 36 | $460 | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 20 | $256 | 0.00% | −4−16.7% | Reduced |
| Ronald Blue Trust, Inc. | 10 | $160 | 0.00% | +10 | New |
| Rothschild Investment LLC | 12 | $153 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $64 | 0.00% | +1+25.0% | Added |
| MV Capital Management, Inc. | 4 | $52 | 0.00% | −24−85.7% | Reduced |
| Avion Wealth | 39 | $0 | 0.00% | −71−64.5% | Reduced |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −1,056,000−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −965,000−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −875,000−100.0% | Sold out |
| Stadium Capital Management LLC | 0 | $0 | 0.00% | −662,500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −581,523−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −562,632−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −490,535−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −393,481−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −259,261−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −149,506−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −131,632−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −129,261−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −105,200−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −73,561−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −66,319−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −62,913−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −58,620−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −55,592−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −53,730−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −51,288−100.0% | Sold out |
| Accretive Wealth Partners, LLC | 0 | $0 | 0.00% | −48,160−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −46,359−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −38,090−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −36,078−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −34,317−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −25,636−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −19,465−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −17,940−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −17,031−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −16,440−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −14,723−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −14,282−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −14,021−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −11,575−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −11,436−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −11,430−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,310−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Handelsinvest Investeringsforvaltning | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |