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, Q4 2024
Institutional positions in ZoomInfo Technologies Inc. as of Dec 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
- 333
- +13 vs. Q3 2024
- Shares held
- 301.2M
- +2.63M (+0.9%) vs. Q3 2024
- Total value
- $3.16B
- +$81.5M (+2.6%) vs. Q3 2024
- New holders
- 67
- 105 more added
- Sold out
- 54
- 119 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 6 | $0 | 0.00% | +1+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 1 | $11 | 0.00% | −1−50.0% | Reduced |
| Global Financial Private Client, LLC | 2 | $21 | 0.00% | +2 | New |
| Grove Bank & Trust | 3 | $32 | 0.00% | +3 | New |
| Winnow Wealth LLC | 6 | $59 | 0.00% | +6 | New |
| Transce3nd, LLC | 16 | $168 | 0.00% | +16 | New |
| MV Capital Management, Inc. | 16 | $169 | 0.00% | −30−65.2% | Reduced |
| Murphy & Mullick Capital Management Corp | 20 | $210 | 0.00% | +20 | New |
| Rothschild Investment LLC | 28 | $294 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $315 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 42 | $441 | 0.00% | −36−46.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 44 | $458 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 52 | $547 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 56 | $588 | 0.00% | −266−82.6% | Reduced |
| Private Wealth Management Group, LLC | 64 | $673 | 0.00% | −1−1.5% | Reduced |
| Golden State Wealth Management, LLC | 72 | $757 | 0.00% | +72 | New |
| Manchester Capital Management LLC | 97 | $1.02K | 0.00% | +97 | New |
| SJS Investment Consulting Inc. | 100 | $1.05K | 0.00% | −1−1.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.05K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 104 | $1.09K | 0.00% | −130−55.6% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 117 | $1.23K | 0.00% | +117 | New |
| Prestige Wealth Management Group LLC | 139 | $1.46K | 0.00% | +139 | New |
| Cedar Mountain Advisors, LLC | 147 | $1.54K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $1.58K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 179 | $1.88K | 0.00% | +77+75.5% | Added |
| Bellevue Asset Management, LLC | 180 | $1.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 186 | $1.96K | 0.00% | −120−39.2% | Reduced |
| Chesapeake Asset Management LLC | 189 | $1.99K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 156 | $2.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $2.28K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 237 | $2.49K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 253 | $2.66K | 0.00% | −2,102−89.3% | Reduced |
| Hexagon Capital Partners LLC | 257 | $2.70K | 0.00% | +257 | New |
| Clearstead Advisors, LLC | 262 | $2.75K | 0.00% | +262 | New |
| Massmutual Trust Co FSB | 264 | $2.77K | 0.00% | +152+135.7% | Added |
| Sunbelt Securities, Inc. | 297 | $3.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 358 | $3.76K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 362 | $3.81K | 0.00% | +194+115.5% | Added |
| Bell Investment Advisors, Inc | 363 | $3.82K | 0.00% | +160+78.8% | Added |
| Washington Trust Advisors, Inc. | 477 | $5.01K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 502 | $5.28K | 0.00% | −3,498−87.5% | Reduced |
| Huntington National Bank | 561 | $5.90K | 0.00% | +32+6.0% | Added |
| Truvestments Capital LLC | 569 | $5.98K | 0.00% | −101−15.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 729 | $7.58K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 734 | $8.00K | 0.01% | +3+0.4% | Added |
| Bessemer Group Inc | 819 | $8.00K | 0.00% | +186+29.4% | Added |
| Ancora Advisors, LLC | 800 | $8.41K | 0.00% | −200−20.0% | Reduced |
| Quadrant Capital Group LLC | 809 | $8.50K | 0.00% | −132−14.0% | Reduced |
| Plato Investment Management Ltd | 820 | $8.65K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 900 | $9.46K | 0.00% | +900 | New |
| Smartleaf Asset Management LLC | 935 | $9.72K | 0.00% | −581−38.3% | Reduced |
| Rialto Wealth Management, LLC | 1,000 | $10.5K | 0.00% | +1,000 | New |
| Parallel Advisors, LLC | 1,027 | $10.8K | 0.00% | +397+63.0% | Added |
| Rise Advisors, LLC | 1,070 | $11.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,122 | $11.8K | 0.00% | −1,435−56.1% | Reduced |
| Signaturefd, LLC | 1,385 | $14.6K | 0.00% | −363−20.8% | Reduced |
| Militia Capital Partners, LP | 1,400 | $14.7K | 0.01% | +1,400 | New |
| Umb Bank N A | 1,507 | $15.8K | 0.00% | +464+44.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,832 | $19.3K | 0.00% | +419+29.7% | Added |
| Skopos Labs, Inc. | 1,832 | $19.3K | 0.01% | −203−10.0% | Reduced |
| Lindbrook Capital, LLC | 1,885 | $19.8K | 0.00% | −82−4.2% | Reduced |
| Venturi Wealth Management, LLC | 1,985 | $20.9K | 0.00% | −57−2.8% | Reduced |
| Allworth Financial LP | 2,125 | $21.0K | 0.00% | +137+6.9% | Added |
| Versant Capital Management, Inc | 2,116 | $22.2K | 0.00% | +2,116 | New |
| IFP Advisors, Inc | 2,046 | $22.6K | 0.00% | −1,112−35.2% | Reduced |
| Advisory Services Network, LLC | 2,292 | $24.1K | 0.00% | +92+4.2% | Added |
| Caitlin John, LLC | 2,312 | $24.3K | 0.02% | +32+1.4% | Added |
| Advisor Group Holdings, Inc. | 2,470 | $26.0K | 0.00% | +59+2.4% | Added |
| Raleigh Capital Management Inc. | 3,000 | $31.5K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,993 | $31.9K | 0.00% | −489−14.0% | Reduced |
| CWM, LLC | 3,433 | $36.0K | 0.00% | +1,396+68.5% | Added |
| Advisors Asset Management, Inc. | 3,572 | $37.5K | 0.00% | −888−19.9% | Reduced |
| Leonteq Securities AG | 3,704 | $38.9K | 0.00% | −26,757−87.8% | Reduced |
| Fifth Third Bancorp | 3,836 | $40.3K | 0.00% | +1,241+47.8% | Added |
| Quest Partners LLC | 4,262 | $44.8K | 0.01% | −19,058−81.7% | Reduced |
| GAMMA Investing LLC | 5,152 | $54.1K | 0.00% | +1,160+29.1% | Added |
| DekaBank Deutsche Girozentrale | 5,493 | $57.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,115 | $64.3K | 0.00% | +4,735+343.1% | Added |
| US Bancorp | 6,366 | $66.9K | 0.00% | −6,376−50.0% | Reduced |
| Royal Bank of Canada | 7,369 | $78.0K | 0.00% | −1,560−17.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 7,522 | $79.1K | 0.03% | −4,165−35.6% | Reduced |
| SRS Capital Advisors, Inc. | 8,441 | $88.7K | 0.01% | +5,468+183.9% | Added |
| Belpointe Asset Management LLC | 10,214 | $101.0K | 0.01% | −2,122−17.2% | Reduced |
| UBS Oconnor LLC | 10,000 | $105.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 10,200 | $107.2K | 0.03% | +10,200 | New |
| Wealth Enhancement Advisory Services, LLC | 10,395 | $109.3K | 0.00% | +10,395 | New |
| Caption Management, LLC | 10,523 | $110.6K | 0.00% | +2,523+31.5% | Added |
| Wedmont Private Capital | 12,114 | $114.2K | 0.01% | +577+5.0% | Added |
| Shelton Capital Management | 11,227 | $118.0K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 11,405 | $119.9K | 0.00% | +229+2.0% | Added |
| Shell Asset Management Co | 11,510 | $121.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,821 | $124.2K | 0.00% | +686+6.2% | Added |
| Magnetar Financial LLC | 11,925 | $125.3K | 0.00% | +11,925 | New |
| Wolverine Trading, LLC | 12,415 | $129.1K | 0.00% | −20,890−62.7% | Reduced |
| ProShare Advisors LLC | 12,691 | $133.4K | 0.00% | −12,469−49.6% | Reduced |
| The PNC Financial Services Group, Inc. | 13,221 | $139.0K | 0.00% | +2,456+22.8% | Added |
| Journey Strategic Wealth LLC | 13,350 | $140.3K | 0.01% | +13,350 | New |