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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 707 | $7.16K | 0.00% | −701−49.8% | Reduced |
| Bessemer Group Inc | 737 | $7.00K | 0.00% | −399−35.1% | Reduced |
| Covestor Ltd | 718 | $7.00K | 0.00% | −20−2.7% | Reduced |
| GeoWealth Management, LLC | 590 | $5.97K | 0.00% | +590 | New |
| Parkside Financial Bank & Trust | 583 | $5.90K | 0.00% | +397+213.4% | Added |
| Performa Ltd (US), LLC | 535 | $5.41K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 498 | $5.04K | 0.00% | +498 | New |
| Washington Trust Advisors, Inc. | 477 | $4.83K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 359 | $3.63K | 0.00% | +253+238.7% | Added |
| Smartleaf Asset Management LLC | 356 | $3.59K | 0.00% | −540−60.3% | Reduced |
| Sunbelt Securities, Inc. | 297 | $3.12K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 292 | $2.96K | 0.00% | −660−69.3% | Reduced |
| First Horizon Advisors, Inc. | 276 | $2.79K | 0.00% | +248+885.7% | Added |
| Plato Investment Management Ltd | 273 | $2.75K | 0.00% | +21+8.3% | Added |
| Global Retirement Partners, LLC | 225 | $2.28K | 0.00% | +225 | New |
| Farmers & Merchants Investments Inc | 220 | $2.23K | 0.00% | +17+8.4% | Added |
| Operose Advisors LLC | 217 | $2.20K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 189 | $1.91K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $1.90K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 185 | $1.87K | 0.00% | −52−21.9% | Reduced |
| Bellevue Asset Management, LLC | 180 | $1.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 171 | $1.73K | 0.00% | −187−52.2% | Reduced |
| Bell Investment Advisors, Inc | 159 | $1.61K | 0.00% | −301−65.4% | Reduced |
| Cedar Mountain Advisors, LLC | 147 | $1.49K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 131 | $1.33K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 125 | $1.26K | 0.00% | +33+35.9% | Added |
| SJS Investment Consulting Inc. | 103 | $1.04K | 0.00% | +3+3.0% | Added |
| SWAN Capital LLC | 100 | $1.01K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 97 | $982 | 0.00% | −482−83.2% | Reduced |
| Bruce G. Allen Investments, LLC | 94 | $951 | 0.00% | +30+46.9% | Added |
| Walleye Capital LLC | 88 | $891 | 0.00% | −108−55.1% | Reduced |
| Sierra Ocean, LLC | 87 | $880 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 66 | $668 | 0.00% | +66 | New |
| Kilter Group LLC | 65 | $658 | 0.00% | +65 | New |
| Hughes Financial Services, LLC | 64 | $652 | 0.00% | +64 | New |
| MAI Capital Management | 64 | $648 | 0.00% | +64 | New |
| Bare Financial Services, Inc | 56 | $567 | 0.00% | +18+47.4% | Added |
| Cherry Tree Wealth Management, LLC | 52 | $527 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 52 | $526 | 0.00% | −3−5.5% | Reduced |
| Activest Wealth Management | 38 | $385 | 0.00% | −89−70.1% | Reduced |
| South State Corp. | 25 | $253 | 0.00% | −10−28.6% | Reduced |
| Cromwell Holdings LLC | 23 | $233 | 0.00% | +23 | New |
| Whipplewood Advisors, LLC | 23 | $233 | 0.00% | +23 | New |
| Nisa Investment Advisors, LLC | 20 | $202 | 0.00% | −5,295−99.6% | Reduced |
| MV Capital Management, Inc. | 16 | $162 | 0.00% | −14−46.7% | Reduced |
| Creative Financial Designs Inc | 15 | $152 | 0.00% | +15 | New |
| Rothschild Investment LLC | 12 | $121 | 0.00% | −16−57.1% | Reduced |
| WealthTrak Capital Management LLC | 10 | $102 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $92 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 2 | $20 | 0.00% | +1+100.0% | Added |
| 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 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −925,610−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −744,948−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −554,183−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −299,703−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −289,147−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −268,462−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −152,425−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −139,712−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −109,454−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −81,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −70,671−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −63,598−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −56,433−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −51,348−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −43,903−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −41,991−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −39,600−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −38,639−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −35,466−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −26,954−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −24,051−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −22,364−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −21,684−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −20,131−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −18,618−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −18,619−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −17,947−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −16,848−100.0% | Sold out |
| Kaufman Rossin Wealth, LLC | 0 | $0 | 0.00% | −15,850−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −15,592−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −15,530−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −14,386−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −11,005−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −2,741−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,643−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −722−100.0% | Sold out |
| Briaud Financial Planning, Inc | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |