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 |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 24,486 | $257.3K | 0.10% | 00.0% | Unchanged |
| Jasper Ridge Partners, L.P. | 23,858 | $250.7K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 23,085 | $242.6K | 0.00% | −6,341−21.5% | Reduced |
| Boothbay Fund Management, LLC | 22,038 | $231.6K | 0.01% | +22,038 | New |
| FORA Capital, LLC | 21,431 | $225.2K | 0.03% | +8,414+64.6% | Added |
| Rafferty Asset Management, LLC | 21,275 | $223.6K | 0.00% | +853+4.2% | Added |
| Prudential Financial Inc | 20,797 | $218.6K | 0.00% | −2,965−12.5% | Reduced |
| Securian Asset Management, Inc | 20,506 | $215.5K | 0.01% | −1,933−8.6% | Reduced |
| M&T Bank Corp | 20,206 | $212.1K | 0.00% | +4,054+25.1% | Added |
| One68 Global Capital, LLC | 20,000 | $210.2K | 0.11% | +20,000 | New |
| Creative Planning | 19,791 | $208.0K | 0.00% | −4,792−19.5% | Reduced |
| Cornerstone Investment Partners, LLC | 19,376 | $203.6K | 0.01% | −4,987−20.5% | Reduced |
| Baird Financial Group, Inc. | 19,051 | $200.2K | 0.00% | +19,051 | New |
| Crossmark Global Holdings, Inc. | 18,843 | $198.0K | 0.00% | −533−2.8% | Reduced |
| Lazard Asset Management LLC | 18,934 | $197.0K | 0.00% | +18,753+10,360.8% | Added |
| Ethic Inc. | 18,725 | $196.8K | 0.00% | +5,171+38.2% | Added |
| Sterling Capital Management LLC | 18,706 | $196.6K | 0.00% | +6,809+57.2% | Added |
| Maryland State Retirement & Pension System | 17,825 | $187.3K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 17,534 | $184.3K | 0.01% | −2,068−10.5% | Reduced |
| Edgestream Partners, L.P. | 17,432 | $183.2K | 0.01% | −111,441−86.5% | Reduced |
| Parametrica Management Ltd | 17,430 | $183.2K | 0.24% | +17,430 | New |
| Yorktown Management & Research Co Inc | 17,300 | $181.8K | 0.17% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 16,599 | $174.5K | 0.00% | +16,404+8,412.3% | Added |
| Claret Asset Management Corp | 16,306 | $171.0K | 0.03% | +114+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 15,647 | $164.4K | 0.01% | +15,647 | New |
| Cresset Asset Management, LLC | 15,640 | $164.4K | 0.00% | −28,199−64.3% | Reduced |
| Pathstone Holdings, LLC | 15,552 | $163.5K | 0.00% | +756+5.1% | Added |
| Amica Retiree Medical Trust | 15,471 | $163.0K | 0.15% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,530 | $163.0K | 0.01% | +15,530 | New |
| Natixis | 15,008 | $157.7K | 0.00% | −142,969−90.5% | Reduced |
| Jefferies Financial Group Inc. | 14,286 | $150.1K | 0.00% | +14,286 | New |
| Gries Financial LLC | 13,958 | $146.7K | 0.03% | +13,958 | New |
| Versor Investments LP | 13,400 | $140.8K | 0.02% | −36,600−73.2% | Reduced |
| Journey Strategic Wealth LLC | 13,350 | $140.3K | 0.01% | +13,350 | New |
| The PNC Financial Services Group, Inc. | 13,221 | $139.0K | 0.00% | +2,456+22.8% | Added |
| ProShare Advisors LLC | 12,691 | $133.4K | 0.00% | −12,469−49.6% | Reduced |
| Wolverine Trading, LLC | 12,415 | $129.1K | 0.00% | −20,890−62.7% | Reduced |
| Magnetar Financial LLC | 11,925 | $125.3K | 0.00% | +11,925 | New |
| CIBC Asset Management Inc | 11,821 | $124.2K | 0.00% | +686+6.2% | Added |
| Shell Asset Management Co | 11,510 | $121.0K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 11,405 | $119.9K | 0.00% | +229+2.0% | Added |
| Shelton Capital Management | 11,227 | $118.0K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,114 | $114.2K | 0.01% | +577+5.0% | Added |
| Caption Management, LLC | 10,523 | $110.6K | 0.00% | +2,523+31.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,395 | $109.3K | 0.00% | +10,395 | New |
| Catalyst Funds Management Pty Ltd | 10,200 | $107.2K | 0.03% | +10,200 | New |
| UBS Oconnor LLC | 10,000 | $105.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,214 | $101.0K | 0.01% | −2,122−17.2% | Reduced |
| SRS Capital Advisors, Inc. | 8,441 | $88.7K | 0.01% | +5,468+183.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 7,522 | $79.1K | 0.03% | −4,165−35.6% | Reduced |
| Royal Bank of Canada | 7,369 | $78.0K | 0.00% | −1,560−17.5% | Reduced |
| US Bancorp | 6,366 | $66.9K | 0.00% | −6,376−50.0% | Reduced |
| Nisa Investment Advisors, LLC | 6,115 | $64.3K | 0.00% | +4,735+343.1% | Added |
| DekaBank Deutsche Girozentrale | 5,493 | $57.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,152 | $54.1K | 0.00% | +1,160+29.1% | Added |
| Quest Partners LLC | 4,262 | $44.8K | 0.01% | −19,058−81.7% | Reduced |
| Fifth Third Bancorp | 3,836 | $40.3K | 0.00% | +1,241+47.8% | Added |
| Leonteq Securities AG | 3,704 | $38.9K | 0.00% | −26,757−87.8% | Reduced |
| Advisors Asset Management, Inc. | 3,572 | $37.5K | 0.00% | −888−19.9% | Reduced |
| CWM, LLC | 3,433 | $36.0K | 0.00% | +1,396+68.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,993 | $31.9K | 0.00% | −489−14.0% | Reduced |
| Raleigh Capital Management Inc. | 3,000 | $31.5K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,470 | $26.0K | 0.00% | +59+2.4% | Added |
| Caitlin John, LLC | 2,312 | $24.3K | 0.02% | +32+1.4% | Added |
| Advisory Services Network, LLC | 2,292 | $24.1K | 0.00% | +92+4.2% | Added |
| IFP Advisors, Inc | 2,046 | $22.6K | 0.00% | −1,112−35.2% | Reduced |
| Versant Capital Management, Inc | 2,116 | $22.2K | 0.00% | +2,116 | New |
| Allworth Financial LP | 2,125 | $21.0K | 0.00% | +137+6.9% | Added |
| Venturi Wealth Management, LLC | 1,985 | $20.9K | 0.00% | −57−2.8% | Reduced |
| Lindbrook Capital, LLC | 1,885 | $19.8K | 0.00% | −82−4.2% | Reduced |
| Skopos Labs, Inc. | 1,832 | $19.3K | 0.01% | −203−10.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,832 | $19.3K | 0.00% | +419+29.7% | Added |
| Umb Bank N A | 1,507 | $15.8K | 0.00% | +464+44.5% | Added |
| Militia Capital Partners, LP | 1,400 | $14.7K | 0.01% | +1,400 | New |
| Signaturefd, LLC | 1,385 | $14.6K | 0.00% | −363−20.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,122 | $11.8K | 0.00% | −1,435−56.1% | Reduced |
| Rise Advisors, LLC | 1,070 | $11.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,027 | $10.8K | 0.00% | +397+63.0% | Added |
| Rialto Wealth Management, LLC | 1,000 | $10.5K | 0.00% | +1,000 | New |
| Smartleaf Asset Management LLC | 935 | $9.72K | 0.00% | −581−38.3% | Reduced |
| Jones Financial Companies LLLP | 900 | $9.46K | 0.00% | +900 | New |
| Plato Investment Management Ltd | 820 | $8.65K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 809 | $8.50K | 0.00% | −132−14.0% | Reduced |
| Ancora Advisors, LLC | 800 | $8.41K | 0.00% | −200−20.0% | Reduced |
| Covestor Ltd | 734 | $8.00K | 0.01% | +3+0.4% | Added |
| Bessemer Group Inc | 819 | $8.00K | 0.00% | +186+29.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 729 | $7.58K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 569 | $5.98K | 0.00% | −101−15.1% | Reduced |
| Huntington National Bank | 561 | $5.90K | 0.00% | +32+6.0% | Added |
| Performa Ltd (US), LLC | 502 | $5.28K | 0.00% | −3,498−87.5% | Reduced |
| Washington Trust Advisors, Inc. | 477 | $5.01K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 363 | $3.82K | 0.00% | +160+78.8% | Added |
| Global Retirement Partners, LLC | 362 | $3.81K | 0.00% | +194+115.5% | Added |
| Fortitude Family Office, LLC | 358 | $3.76K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 297 | $3.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 264 | $2.77K | 0.00% | +152+135.7% | Added |
| Clearstead Advisors, LLC | 262 | $2.75K | 0.00% | +262 | New |
| Hexagon Capital Partners LLC | 257 | $2.70K | 0.00% | +257 | New |
| Farther Finance Advisors, LLC | 253 | $2.66K | 0.00% | −2,102−89.3% | Reduced |
| Principal Securities, Inc. | 237 | $2.49K | 0.00% | 00.0% | Unchanged |