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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 18,282 | $188.0K | 0.00% | −15,981−46.6% | Reduced |
| Nomura Holdings Inc | 18,168 | $187.5K | 0.00% | −207,595−92.0% | Reduced |
| Maryland State Retirement & Pension System | 17,825 | $184.0K | 0.00% | −6,828−27.7% | Reduced |
| Yorktown Management & Research Co Inc | 17,300 | $178.5K | 0.18% | +17,300 | New |
| Numerai GP LLC | 17,271 | $178.2K | 0.05% | +17,271 | New |
| Claret Asset Management Corp | 16,192 | $167.0K | 0.03% | +84+0.5% | Added |
| M&T Bank Corp | 16,152 | $166.8K | 0.00% | +3,746+30.2% | Added |
| Institute for Wealth Management, LLC. | 16,039 | $165.5K | 0.02% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 15,471 | $160.0K | 0.13% | +15,471 | New |
| Wells Fargo & Company | 15,164 | $156.5K | 0.00% | −53,823−78.0% | Reduced |
| Pathstone Holdings, LLC | 14,796 | $152.7K | 0.00% | +2,558+20.9% | Added |
| LPL Financial LLC | 14,651 | $151.2K | 0.00% | +1,085+8.0% | Added |
| Capstone Investment Advisors, LLC | 14,409 | $148.7K | 0.00% | +14,409 | New |
| Raymond James & Associates | 13,958 | $144.0K | 0.00% | −59−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,747 | $141.9K | 0.01% | −80,755−85.5% | Reduced |
| FORA Capital, LLC | 13,017 | $134.3K | 0.02% | +13,017 | New |
| US Bancorp | 12,742 | $131.5K | 0.00% | +7,928+164.7% | Added |
| SkyView Investment Advisors, LLC | 12,500 | $129.0K | 0.02% | +12,500 | New |
| Belpointe Asset Management LLC | 12,336 | $127.3K | 0.01% | +12,336 | New |
| Evergreen Capital Management LLC | 12,271 | $126.6K | 0.00% | +12,271 | New |
| ISAM Funds (UK) Ltd | 12,073 | $124.6K | 0.07% | +12,073 | New |
| 49 Wealth Management, LLC | 11,997 | $123.8K | 0.02% | −791−6.2% | Reduced |
| Sterling Capital Management LLC | 11,897 | $122.8K | 0.00% | +11,897 | New |
| Pension & Wealth Management Advisors, Inc. | 11,687 | $120.6K | 0.06% | −178−1.5% | Reduced |
| Shell Asset Management Co | 11,510 | $119.0K | 0.01% | +11,510 | New |
| Petrus Trust Company, LTA | 11,521 | $118.9K | 0.01% | −12,228−51.5% | Reduced |
| Shelton Capital Management | 11,227 | $115.9K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 11,204 | $115.6K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 11,176 | $115.3K | 0.00% | −190−1.7% | Reduced |
| CIBC Asset Management Inc | 11,135 | $114.9K | 0.00% | +421+3.9% | Added |
| The PNC Financial Services Group, Inc. | 10,765 | $111.1K | 0.00% | +4,354+67.9% | Added |
| Wedmont Private Capital | 11,537 | $110.3K | 0.01% | +11,537 | New |
| American Trust | 10,030 | $103.5K | 0.01% | +10,030 | New |
| UBS Oconnor LLC | 10,000 | $103.2K | 0.00% | −55,000−84.6% | Reduced |
| KBC Group NV | 9,393 | $97.0K | 0.00% | +2,635+39.0% | Added |
| Royal Bank of Canada | 8,929 | $93.0K | 0.00% | −108,854−92.4% | Reduced |
| Storebrand Asset Management AS | 8,888 | $91.7K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 8,000 | $82.6K | 0.01% | +8,000 | New |
| Canada Pension Plan Investment Board | 6,500 | $67.1K | 0.00% | −2,600−28.6% | Reduced |
| DekaBank Deutsche Girozentrale | 5,493 | $57.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 4,639 | $48.7K | 0.00% | +2,001+75.9% | Added |
| Advisors Asset Management, Inc. | 4,460 | $46.0K | 0.00% | −769−14.7% | Reduced |
| Performa Ltd (US), LLC | 4,000 | $41.3K | 0.02% | +2,200+122.2% | Added |
| GAMMA Investing LLC | 3,992 | $41.2K | 0.00% | +2,134+114.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,482 | $36.6K | 0.00% | +3,482 | New |
| Aster Capital Management (DIFC) Ltd | 3,267 | $33.7K | 0.01% | +3,267 | New |
| IFP Advisors, Inc | 3,158 | $32.6K | 0.00% | −3,144−49.9% | Reduced |
| Raleigh Capital Management Inc. | 3,000 | $31.0K | 0.01% | +3,000 | New |
| SRS Capital Advisors, Inc. | 2,973 | $30.7K | 0.00% | +332+12.6% | Added |
| Advisory Services Network, LLC | 2,200 | $28.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,595 | $26.8K | 0.00% | +483+22.9% | Added |
| Steward Partners Investment Advisory, LLC | 2,557 | $26.4K | 0.00% | +500+24.3% | Added |
| Advisor Group Holdings, Inc. | 2,411 | $24.9K | 0.00% | +331+15.9% | Added |
| Farther Finance Advisors, LLC | 2,355 | $24.3K | 0.00% | +1,185+101.3% | Added |
| Caitlin John, LLC | 2,280 | $24.0K | 0.02% | +2,280 | New |
| Venturi Wealth Management, LLC | 2,042 | $21.1K | 0.00% | +750+58.0% | Added |
| Skopos Labs, Inc. | 2,035 | $21.0K | 0.01% | +2,035 | New |
| CWM, LLC | 2,037 | $21.0K | 0.00% | +948+87.1% | Added |
| Allworth Financial LP | 1,988 | $20.5K | 0.00% | +1,580+387.3% | Added |
| Lindbrook Capital, LLC | 1,967 | $20.3K | 0.00% | +1,027+109.3% | Added |
| Signaturefd, LLC | 1,748 | $18.0K | 0.00% | +1,230+237.5% | Added |
| Smartleaf Asset Management LLC | 1,516 | $15.9K | 0.00% | +71+4.9% | Added |
| Quarry LP | 1,428 | $14.7K | 0.00% | −1,433−50.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,413 | $14.6K | 0.00% | +1,413 | New |
| Nisa Investment Advisors, LLC | 1,380 | $14.2K | 0.00% | +1,165+541.9% | Added |
| Guinness Atkinson Asset Management Inc | 1,285 | $13.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,070 | $11.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,043 | $10.8K | 0.00% | +799+327.5% | Added |
| Ancora Advisors, LLC | 1,000 | $10.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 941 | $9.71K | 0.00% | +792+531.5% | Added |
| Optiver Holding B.V. | 924 | $9.54K | 0.00% | +924 | New |
| Plato Investment Management Ltd | 820 | $8.45K | 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 |
| Skandinaviska Enskilda Banken AB (publ) | 729 | $7.52K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 670 | $6.91K | 0.00% | +670 | New |
| Parallel Advisors, LLC | 630 | $6.50K | 0.00% | +121+23.8% | Added |
| Bessemer Group Inc | 633 | $6.00K | 0.00% | +413+187.7% | Added |
| Huntington National Bank | 529 | $5.46K | 0.00% | +217+69.6% | Added |
| Washington Trust Advisors, Inc. | 477 | $4.92K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 358 | $3.69K | 0.00% | +358 | New |
| First Horizon Advisors, Inc. | 322 | $3.32K | 0.00% | +86+36.4% | Added |
| Parkside Financial Bank & Trust | 306 | $3.16K | 0.00% | −2,814−90.2% | Reduced |
| Sunbelt Securities, Inc. | 297 | $3.06K | 0.00% | −91−23.5% | Reduced |
| Arcadia Investment Management Corp | 250 | $2.58K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 195 | $2.49K | 0.00% | +185+1,850.0% | Added |
| Principal Securities, Inc. | 237 | $2.45K | 0.00% | −35−12.9% | Reduced |
| Quent Capital, LLC | 234 | $2.42K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 203 | $2.10K | 0.00% | −172−45.9% | Reduced |
| Aspect Partners, LLC | 200 | $2.06K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 156 | $2.00K | 0.00% | +93+147.6% | Added |
| Chesapeake Asset Management LLC | 189 | $1.95K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $1.94K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 185 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 180 | $1.86K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 168 | $1.73K | 0.00% | −174−50.9% | Reduced |
| West Branch Capital LLC | 150 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $1.52K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 136 | $1.40K | 0.00% | +136 | New |