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, Q2 2025
Institutional positions in ZoomInfo Technologies Inc. as of Jun 30, 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
- 353
- −5 vs. Q1 2025
- Shares held
- 273.7M
- −16.9M (−5.8%) vs. Q1 2025
- Total value
- $2.77B
- −$135.2M (−4.7%) vs. Q1 2025
- New holders
- 59
- 128 more added
- Sold out
- 64
- 126 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 62 | $0 | 0.00% | +5+8.8% | Added |
| Hemington Wealth Management | 6 | $0 | 0.00% | −4−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 43 | $0 | 0.00% | +43 | New |
| HFM Investment Advisors, LLC | 2 | $20 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 9 | $92 | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 10 | $102 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $121 | 0.00% | −16−57.1% | Reduced |
| Creative Financial Designs Inc | 15 | $152 | 0.00% | +15 | New |
| MV Capital Management, Inc. | 16 | $162 | 0.00% | −14−46.7% | Reduced |
| Nisa Investment Advisors, LLC | 20 | $202 | 0.00% | −5,295−99.6% | Reduced |
| Cromwell Holdings LLC | 23 | $233 | 0.00% | +23 | New |
| Whipplewood Advisors, LLC | 23 | $233 | 0.00% | +23 | New |
| South State Corp. | 25 | $253 | 0.00% | −10−28.6% | Reduced |
| Activest Wealth Management | 38 | $385 | 0.00% | −89−70.1% | Reduced |
| Assetmark, Inc | 52 | $526 | 0.00% | −3−5.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 52 | $527 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 56 | $567 | 0.00% | +18+47.4% | Added |
| MAI Capital Management | 64 | $648 | 0.00% | +64 | New |
| Hughes Financial Services, LLC | 64 | $652 | 0.00% | +64 | New |
| Kilter Group LLC | 65 | $658 | 0.00% | +65 | New |
| Bogart Wealth, LLC | 66 | $668 | 0.00% | +66 | New |
| Sierra Ocean, LLC | 87 | $880 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 88 | $891 | 0.00% | −108−55.1% | Reduced |
| Bruce G. Allen Investments, LLC | 94 | $951 | 0.00% | +30+46.9% | Added |
| Massmutual Trust Co FSB | 97 | $982 | 0.00% | −482−83.2% | Reduced |
| SWAN Capital LLC | 100 | $1.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 103 | $1.04K | 0.00% | +3+3.0% | Added |
| UMA Financial Services, Inc. | 125 | $1.26K | 0.00% | +33+35.9% | Added |
| WealthCollab, LLC | 131 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 159 | $1.61K | 0.00% | −301−65.4% | Reduced |
| Fortitude Family Office, LLC | 171 | $1.73K | 0.00% | −187−52.2% | Reduced |
| Bellevue Asset Management, LLC | 180 | $1.82K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 185 | $1.87K | 0.00% | −52−21.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $1.90K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 189 | $1.91K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $2.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 220 | $2.23K | 0.00% | +17+8.4% | Added |
| Global Retirement Partners, LLC | 225 | $2.28K | 0.00% | +225 | New |
| Plato Investment Management Ltd | 273 | $2.75K | 0.00% | +21+8.3% | Added |
| First Horizon Advisors, Inc. | 276 | $2.79K | 0.00% | +248+885.7% | Added |
| Farther Finance Advisors, LLC | 292 | $2.96K | 0.00% | −660−69.3% | Reduced |
| Sunbelt Securities, Inc. | 297 | $3.12K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 356 | $3.59K | 0.00% | −540−60.3% | Reduced |
| Larson Financial Group LLC | 359 | $3.63K | 0.00% | +253+238.7% | Added |
| Washington Trust Advisors, Inc. | 477 | $4.83K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 498 | $5.04K | 0.00% | +498 | New |
| Performa Ltd (US), LLC | 535 | $5.41K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 583 | $5.90K | 0.00% | +397+213.4% | Added |
| GeoWealth Management, LLC | 590 | $5.97K | 0.00% | +590 | New |
| Bessemer Group Inc | 737 | $7.00K | 0.00% | −399−35.1% | Reduced |
| Covestor Ltd | 718 | $7.00K | 0.00% | −20−2.7% | Reduced |
| Signaturefd, LLC | 707 | $7.16K | 0.00% | −701−49.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 729 | $7.38K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 800 | $8.10K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 823 | $8.33K | 0.00% | −1,928−70.1% | Reduced |
| Rise Advisors, LLC | 844 | $8.54K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,010 | $10.0K | 0.00% | +987+4,291.3% | Added |
| Jones Financial Companies LLLP | 1,025 | $10.3K | 0.00% | +100+10.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,056 | $10.7K | 0.00% | −1−0.1% | Reduced |
| Leonteq Securities AG | 1,119 | $11.3K | 0.00% | −249−18.2% | Reduced |
| IFP Advisors, Inc | 1,636 | $16.6K | 0.00% | +1,363+499.3% | Added |
| Nomura Asset Management Co Ltd | 2,100 | $21.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,290 | $23.2K | 0.00% | −1,781−43.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,442 | $24.7K | 0.00% | +233+10.5% | Added |
| US Bancorp | 2,799 | $28.3K | 0.00% | −5,659−66.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,941 | $30.0K | 0.00% | +2,941 | New |
| Versant Capital Management, Inc | 2,974 | $30.1K | 0.00% | +1,833+160.6% | Added |
| Parallel Advisors, LLC | 3,199 | $32.4K | 0.00% | +1,886+143.6% | Added |
| Allworth Financial LP | 3,327 | $33.7K | 0.00% | +3,019+980.2% | Added |
| GAMMA Investing LLC | 3,698 | $37.4K | 0.00% | −2,938−44.3% | Reduced |
| Umb Bank N A | 3,963 | $40.1K | 0.00% | +567+16.7% | Added |
| Skopos Labs, Inc. | 4,000 | $40.5K | 0.01% | −1,138−22.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,252 | $53.2K | 0.00% | −5,188,014−99.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,493 | $55.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,477 | $65.5K | 0.00% | +3,459+114.6% | Added |
| True Wealth Design, LLC | 6,903 | $69.9K | 0.02% | +6,373+1,202.5% | Added |
| EMC Capital Management | 6,997 | $71.0K | 0.04% | +6,997 | New |
| Headlands Technologies LLC | 8,181 | $82.8K | 0.01% | −142,423−94.6% | Reduced |
| KBC Group NV | 9,973 | $101.0K | 0.00% | −3,239−24.5% | Reduced |
| Shell Asset Management Co | 9,991 | $101.0K | 0.00% | −1,057−9.6% | Reduced |
| Shelton Capital Management | 10,035 | $101.6K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 10,316 | $104.4K | 0.00% | +10,316 | New |
| Forum Financial Management, LP | 10,476 | $106.0K | 0.00% | +10,476 | New |
| Point72 (DIFC) Ltd | 10,642 | $107.7K | 0.01% | +10,642 | New |
| ProShare Advisors LLC | 11,521 | $116.6K | 0.00% | −36−0.3% | Reduced |
| Crestwood Advisors Group LLC | 11,815 | $119.6K | 0.00% | −130−1.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 11,868 | $120.0K | 0.03% | +11,868 | New |
| Advisory Services Network, LLC | 11,100 | $120.2K | 0.00% | +808+7.9% | Added |
| 111 Capital | 11,908 | $120.5K | 0.02% | +11,908 | New |
| CIBC Asset Management Inc | 12,132 | $122.8K | 0.00% | 00.0% | Unchanged |
| Guardian Capital LP | 12,378 | $125.3K | 0.00% | +12,378 | New |
| Tower Research Capital LLC (TRC) | 12,785 | $129.4K | 0.00% | −1,549−10.8% | Reduced |
| Amica Retiree Medical Trust | 12,868 | $130.0K | 0.19% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 12,880 | $130.3K | 0.00% | −63−0.5% | Reduced |
| Graham Capital Management, L.P. | 12,891 | $130.5K | 0.00% | +12,891 | New |
| Maryland State Retirement & Pension System | 13,281 | $134.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 13,371 | $135.0K | 0.06% | +4,450+49.9% | Added |
| The PNC Financial Services Group, Inc. | 13,394 | $135.5K | 0.00% | −295−2.2% | Reduced |
| Fielder Capital Group LLC | 13,406 | $135.7K | 0.04% | +959+7.7% | Added |