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, Q1 2025
Institutional positions in ZoomInfo Technologies Inc. as of Mar 31, 2025. 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
- 360
- +29 vs. Q4 2024
- Shares held
- 290.7M
- −9.54M (−3.2%) vs. Q4 2024
- Total value
- $2.91B
- −$248.2M (−7.9%) vs. Q4 2024
- New holders
- 77
- 127 more added
- Sold out
- 48
- 118 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 10 | $0 | 0.00% | +4+66.7% | Added |
| Hantz Financial Services, Inc. | 23 | $0 | 0.00% | +23 | New |
| Avion Wealth | 57 | $0 | 0.00% | +57 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $10 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| Grove Bank & Trust | 2 | $20 | 0.00% | −1−33.3% | Reduced |
| Global Financial Private Client, LLC | 6 | $60 | 0.00% | +4+200.0% | Added |
| Winnow Wealth LLC | 8 | $79 | 0.00% | +2+33.3% | Added |
| WealthTrak Capital Management LLC | 10 | $100 | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 11 | $110 | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 18 | $180 | 0.00% | −239−93.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 20 | $200 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $200 | 0.00% | +20 | New |
| Manchester Capital Management LLC | 24 | $240 | 0.00% | −73−75.3% | Reduced |
| First Horizon Advisors, Inc. | 28 | $280 | 0.00% | −28−50.0% | Reduced |
| Rothschild Investment LLC | 28 | $280 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $300 | 0.00% | +14+87.5% | Added |
| South State Corp. | 35 | $350 | 0.00% | +35 | New |
| Bare Financial Services, Inc | 38 | $380 | 0.00% | +38 | New |
| Riggs Asset Managment Co. Inc. | 39 | $390 | 0.00% | −5−11.4% | Reduced |
| CVA Family Office, LLC | 45 | $450 | 0.00% | +45 | New |
| Cherry Tree Wealth Management, LLC | 52 | $520 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 55 | $550 | 0.00% | +55 | New |
| Quent Capital, LLC | 58 | $580 | 0.00% | −46−44.2% | Reduced |
| Private Wealth Management Group, LLC | 60 | $600 | 0.00% | −4−6.3% | Reduced |
| Bruce G. Allen Investments, LLC | 64 | $640 | 0.00% | +34+113.3% | Added |
| Sachetta, LLC | 65 | $650 | 0.00% | −52−44.4% | Reduced |
| Golden State Wealth Management, LLC | 72 | $720 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 87 | $870 | 0.00% | +87 | New |
| UMA Financial Services, Inc. | 92 | $920 | 0.00% | +92 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Larson Financial Group LLC | 106 | $1.06K | 0.00% | +106 | New |
| Activest Wealth Management | 127 | $1.27K | 0.00% | +127 | New |
| WealthCollab, LLC | 131 | $1.31K | 0.00% | +131 | New |
| Prestige Wealth Management Group LLC | 139 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 180 | $1.80K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 186 | $1.86K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $1.88K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 189 | $1.89K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 196 | $1.96K | 0.00% | −240,773−99.9% | Reduced |
| Farmers & Merchants Investments Inc | 203 | $2.03K | 0.00% | +93+84.5% | Added |
| Operose Advisors LLC | 217 | $2.17K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 237 | $2.49K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 252 | $2.55K | 0.00% | −568−69.3% | Reduced |
| Allworth Financial LP | 308 | $2.69K | 0.00% | −1,817−85.5% | Reduced |
| Boston Private Wealth LLC | 273 | $2.73K | 0.00% | +273 | New |
| Sunbelt Securities, Inc. | 297 | $2.97K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 258 | $3.01K | 0.00% | −48,629−99.5% | Reduced |
| Fortitude Family Office, LLC | 358 | $3.58K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 273 | $3.81K | 0.00% | −1,773−86.7% | Reduced |
| Bell Investment Advisors, Inc | 460 | $4.60K | 0.00% | +97+26.7% | Added |
| Washington Trust Advisors, Inc. | 477 | $4.77K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 530 | $5.30K | 0.00% | +530 | New |
| Performa Ltd (US), LLC | 535 | $5.35K | 0.00% | +33+6.6% | Added |
| Caitong International Asset Management Co., Ltd | 542 | $5.42K | 0.00% | +542 | New |
| Huntington National Bank | 557 | $5.57K | 0.00% | −4−0.7% | Reduced |
| Massmutual Trust Co FSB | 579 | $5.79K | 0.00% | +315+119.3% | Added |
| Clear Street Markets LLC | 678 | $6.78K | 0.00% | +678 | New |
| Covestor Ltd | 738 | $7.00K | 0.00% | +4+0.5% | Added |
| Briaud Financial Planning, Inc | 781 | $7.00K | 0.00% | +781 | New |
| Northwestern Mutual Wealth Management Co | 722 | $7.22K | 0.00% | +722 | New |
| Skandinaviska Enskilda Banken AB (publ) | 729 | $7.29K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 800 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 844 | $8.44K | 0.00% | −226−21.1% | Reduced |
| Smartleaf Asset Management LLC | 896 | $9.00K | 0.00% | −39−4.2% | Reduced |
| Quarry LP | 915 | $9.15K | 0.00% | +915 | New |
| Jones Financial Companies LLLP | 925 | $9.30K | 0.00% | +25+2.8% | Added |
| Farther Finance Advisors, LLC | 952 | $9.37K | 0.00% | +699+276.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,057 | $10.6K | 0.00% | −65−5.8% | Reduced |
| Bessemer Group Inc | 1,136 | $11.0K | 0.00% | +317+38.7% | Added |
| Versant Capital Management, Inc | 1,141 | $11.4K | 0.00% | −975−46.1% | Reduced |
| Parallel Advisors, LLC | 1,313 | $13.1K | 0.00% | +286+27.8% | Added |
| Leonteq Securities AG | 1,368 | $13.7K | 0.00% | −2,336−63.1% | Reduced |
| Signaturefd, LLC | 1,408 | $14.1K | 0.00% | +23+1.7% | Added |
| Advisors Asset Management, Inc. | 1,643 | $16.4K | 0.00% | −1,929−54.0% | Reduced |
| Lindbrook Capital, LLC | 2,018 | $20.2K | 0.00% | +133+7.1% | Added |
| Nomura Asset Management Co Ltd | 2,100 | $21.0K | 0.00% | +2,100 | New |
| Advisor Group Holdings, Inc. | 2,209 | $22.1K | 0.00% | −261−10.6% | Reduced |
| EverSource Wealth Advisors, LLC | 2,438 | $24.4K | 0.00% | +2,259+1,262.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,594 | $26.1K | 0.00% | −399−13.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,741 | $27.4K | 0.00% | +909+49.6% | Added |
| SRS Capital Advisors, Inc. | 2,751 | $27.5K | 0.00% | −5,690−67.4% | Reduced |
| Clearstead Advisors, LLC | 3,018 | $30.2K | 0.00% | +2,756+1,051.9% | Added |
| Umb Bank N A | 3,396 | $34.0K | 0.00% | +1,889+125.3% | Added |
| Fifth Third Bancorp | 4,071 | $40.7K | 0.00% | +235+6.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,160 | $41.6K | 0.01% | −20,664−83.2% | Reduced |
| Skopos Labs, Inc. | 5,138 | $51.4K | 0.01% | +3,306+180.5% | Added |
| Nisa Investment Advisors, LLC | 5,315 | $53.1K | 0.00% | −800−13.1% | Reduced |
| DekaBank Deutsche Girozentrale | 5,493 | $54.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,441 | $54.4K | 0.00% | +5,441 | New |
| GAMMA Investing LLC | 6,636 | $66.4K | 0.00% | +1,484+28.8% | Added |
| US Bancorp | 8,458 | $84.6K | 0.00% | +2,092+32.9% | Added |
| FNY Investment Advisers, LLC | 8,921 | $89.0K | 0.05% | +8,921 | New |
| Shelton Capital Management | 10,035 | $100.3K | 0.00% | −1,192−10.6% | Reduced |
| HSBC Holdings PLC | 10,203 | $102.0K | 0.00% | −322,500−96.9% | Reduced |
| Quest Partners LLC | 10,213 | $102.1K | 0.01% | +5,951+139.6% | Added |