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, Q3 2024
Institutional positions in ZoomInfo Technologies Inc. as of Sep 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
- 323
- −16 vs. Q2 2024
- Shares held
- 299.0M
- −224.2K (−0.1%) vs. Q2 2024
- Total value
- $3.09B
- −$733.2M (−19.2%) vs. Q2 2024
- New holders
- 61
- 97 more added
- Sold out
- 77
- 117 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 57 | $0 | 0.00% | +18+46.2% | Added |
| Hemington Wealth Management | 5 | $0 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $21 | 0.00% | −3−60.0% | Reduced |
| Claris Advisors, LLC | 2 | $21 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 4 | $42 | 0.00% | −16−80.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 28 | $289 | 0.00% | −25−47.2% | Reduced |
| Rothschild Investment LLC | 28 | $289 | 0.00% | +16+133.3% | Added |
| Bruce G. Allen Investments, LLC | 30 | $310 | 0.00% | −27−47.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 44 | $455 | 0.00% | +44 | New |
| Larson Financial Group LLC | 45 | $464 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 46 | $475 | 0.00% | +42+1,050.0% | Added |
| Cherry Tree Wealth Management, LLC | 52 | $537 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $671 | 0.00% | +65 | New |
| Continuum Advisory, LLC | 78 | $825 | 0.00% | +78 | New |
| Lazard Asset Management LLC | 181 | $1.00K | 0.00% | −44,731−99.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 101 | $1.04K | 0.00% | −2−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 102 | $1.05K | 0.00% | +18+21.4% | Added |
| Farmers & Merchants Investments Inc | 110 | $1.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $1.16K | 0.00% | −35−23.8% | Reduced |
| Tidemark, LLC | 134 | $1.38K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 135 | $1.39K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 136 | $1.40K | 0.00% | +136 | New |
| Cedar Mountain Advisors, LLC | 147 | $1.52K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $1.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 168 | $1.73K | 0.00% | −174−50.9% | Reduced |
| Bellevue Asset Management, LLC | 180 | $1.86K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 185 | $1.91K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $1.94K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 189 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 156 | $2.00K | 0.00% | +93+147.6% | Added |
| Aspect Partners, LLC | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 203 | $2.10K | 0.00% | −172−45.9% | Reduced |
| Operose Advisors LLC | 217 | $2.24K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 234 | $2.42K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 237 | $2.45K | 0.00% | −35−12.9% | Reduced |
| Ronald Blue Trust, Inc. | 195 | $2.49K | 0.00% | +185+1,850.0% | Added |
| Arcadia Investment Management Corp | 250 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 297 | $3.06K | 0.00% | −91−23.5% | Reduced |
| Parkside Financial Bank & Trust | 306 | $3.16K | 0.00% | −2,814−90.2% | Reduced |
| First Horizon Advisors, Inc. | 322 | $3.32K | 0.00% | +86+36.4% | Added |
| Fortitude Family Office, LLC | 358 | $3.69K | 0.00% | +358 | New |
| Washington Trust Advisors, Inc. | 477 | $4.92K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 529 | $5.46K | 0.00% | +217+69.6% | Added |
| Bessemer Group Inc | 633 | $6.00K | 0.00% | +413+187.7% | Added |
| Parallel Advisors, LLC | 630 | $6.50K | 0.00% | +121+23.8% | Added |
| Truvestments Capital LLC | 670 | $6.91K | 0.00% | +670 | New |
| Skandinaviska Enskilda Banken AB (publ) | 729 | $7.52K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 731 | $8.00K | 0.01% | −2,031−73.5% | Reduced |
| Clear Street Markets LLC | 745 | $8.00K | 0.01% | +745 | New |
| Plato Investment Management Ltd | 820 | $8.45K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 924 | $9.54K | 0.00% | +924 | New |
| Quadrant Capital Group LLC | 941 | $9.71K | 0.00% | +792+531.5% | Added |
| Ancora Advisors, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,043 | $10.8K | 0.00% | +799+327.5% | Added |
| Rise Advisors, LLC | 1,070 | $11.0K | 0.01% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 1,285 | $13.3K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,380 | $14.2K | 0.00% | +1,165+541.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,413 | $14.6K | 0.00% | +1,413 | New |
| Quarry LP | 1,428 | $14.7K | 0.00% | −1,433−50.1% | Reduced |
| Smartleaf Asset Management LLC | 1,516 | $15.9K | 0.00% | +71+4.9% | Added |
| Signaturefd, LLC | 1,748 | $18.0K | 0.00% | +1,230+237.5% | Added |
| Lindbrook Capital, LLC | 1,967 | $20.3K | 0.00% | +1,027+109.3% | Added |
| Allworth Financial LP | 1,988 | $20.5K | 0.00% | +1,580+387.3% | Added |
| CWM, LLC | 2,037 | $21.0K | 0.00% | +948+87.1% | Added |
| Skopos Labs, Inc. | 2,035 | $21.0K | 0.01% | +2,035 | New |
| Venturi Wealth Management, LLC | 2,042 | $21.1K | 0.00% | +750+58.0% | Added |
| Caitlin John, LLC | 2,280 | $24.0K | 0.02% | +2,280 | New |
| Farther Finance Advisors, LLC | 2,355 | $24.3K | 0.00% | +1,185+101.3% | Added |
| Advisor Group Holdings, Inc. | 2,411 | $24.9K | 0.00% | +331+15.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,557 | $26.4K | 0.00% | +500+24.3% | Added |
| Fifth Third Bancorp | 2,595 | $26.8K | 0.00% | +483+22.9% | Added |
| Advisory Services Network, LLC | 2,200 | $28.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,973 | $30.7K | 0.00% | +332+12.6% | Added |
| Raleigh Capital Management Inc. | 3,000 | $31.0K | 0.01% | +3,000 | New |
| IFP Advisors, Inc | 3,158 | $32.6K | 0.00% | −3,144−49.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,267 | $33.7K | 0.01% | +3,267 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,482 | $36.6K | 0.00% | +3,482 | New |
| GAMMA Investing LLC | 3,992 | $41.2K | 0.00% | +2,134+114.9% | Added |
| Performa Ltd (US), LLC | 4,000 | $41.3K | 0.02% | +2,200+122.2% | Added |
| Advisors Asset Management, Inc. | 4,460 | $46.0K | 0.00% | −769−14.7% | Reduced |
| J.Safra Asset Management Corp | 4,639 | $48.7K | 0.00% | +2,001+75.9% | Added |
| DekaBank Deutsche Girozentrale | 5,493 | $57.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 6,500 | $67.1K | 0.00% | −2,600−28.6% | Reduced |
| Caption Management, LLC | 8,000 | $82.6K | 0.01% | +8,000 | New |
| Storebrand Asset Management AS | 8,888 | $91.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,929 | $93.0K | 0.00% | −108,854−92.4% | Reduced |
| KBC Group NV | 9,393 | $97.0K | 0.00% | +2,635+39.0% | Added |
| UBS Oconnor LLC | 10,000 | $103.2K | 0.00% | −55,000−84.6% | Reduced |
| American Trust | 10,030 | $103.5K | 0.01% | +10,030 | New |
| Wedmont Private Capital | 11,537 | $110.3K | 0.01% | +11,537 | New |
| The PNC Financial Services Group, Inc. | 10,765 | $111.1K | 0.00% | +4,354+67.9% | Added |
| CIBC Asset Management Inc | 11,135 | $114.9K | 0.00% | +421+3.9% | Added |
| Crestwood Advisors Group LLC | 11,176 | $115.3K | 0.00% | −190−1.7% | Reduced |
| KCM Investment Advisors LLC | 11,204 | $115.6K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 11,227 | $115.9K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 11,521 | $118.9K | 0.01% | −12,228−51.5% | Reduced |
| Shell Asset Management Co | 11,510 | $119.0K | 0.01% | +11,510 | New |
| Pension & Wealth Management Advisors, Inc. | 11,687 | $120.6K | 0.06% | −178−1.5% | Reduced |