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, Q3 2025
Institutional positions in ZoomInfo Technologies Inc. as of Sep 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
- +3 vs. Q2 2025
- Shares held
- 285.1M
- +13.1M (+4.8%) vs. Q2 2025
- Total value
- $3.10B
- +$351.3M (+12.8%) vs. Q2 2025
- New holders
- 52
- 128 more added
- Sold out
- 49
- 117 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 43 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 62 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 24 | $0 | 0.00% | +24 | New |
| Winnow Wealth LLC | 1 | $11 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 5 | $54 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 9 | $99 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $109 | 0.00% | +8+400.0% | Added |
| Rothschild Investment LLC | 12 | $131 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $164 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $175 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $251 | 0.00% | +23 | New |
| Strategic Advocates LLC | 29 | $316 | 0.00% | +29 | New |
| Assetmark, Inc | 39 | $425 | 0.00% | −13−25.0% | Reduced |
| Raffa Wealth Management, LLC | 47 | $513 | 0.00% | +47 | New |
| Cromwell Holdings LLC | 48 | $524 | 0.00% | +25+108.7% | Added |
| Cherry Tree Wealth Management, LLC | 52 | $568 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 64 | $676 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $688 | 0.00% | −96−60.4% | Reduced |
| MAI Capital Management | 64 | $699 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 65 | $709 | 0.00% | +65 | New |
| Kilter Group LLC | 65 | $710 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 66 | $720 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 74 | $807 | 0.00% | +54+270.0% | Added |
| Bullock Wealth Management Group | 85 | $873 | 0.00% | +85 | New |
| Manchester Capital Management LLC | 81 | $884 | 0.00% | +81 | New |
| Hemington Wealth Management | 180 | $1.00K | 0.00% | +174+2,900.0% | Added |
| Bruce G. Allen Investments, LLC | 94 | $1.03K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 105 | $1.15K | 0.00% | +49+87.5% | Added |
| Massmutual Trust Co FSB | 107 | $1.17K | 0.00% | +10+10.3% | Added |
| UMA Financial Services, Inc. | 125 | $1.36K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 131 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 133 | $1.45K | 0.00% | −47−26.1% | Reduced |
| Cedar Mountain Advisors, LLC | 147 | $1.60K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 182 | $1.99K | 0.00% | −3−1.6% | Reduced |
| ZRC Wealth Management, LLC | 183 | $2.00K | 0.00% | +183 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $2.05K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 209 | $2.28K | 0.00% | +209 | New |
| Operose Advisors LLC | 217 | $2.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 222 | $2.42K | 0.00% | +51+29.8% | Added |
| Global Retirement Partners, LLC | 224 | $2.44K | 0.00% | −1−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 240 | $2.62K | 0.00% | +20+9.1% | Added |
| Smartleaf Asset Management LLC | 238 | $2.76K | 0.00% | −118−33.1% | Reduced |
| Sunbelt Securities, Inc. | 256 | $2.79K | 0.00% | −41−13.8% | Reduced |
| Plato Investment Management Ltd | 273 | $2.96K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 303 | $3.31K | 0.00% | +11+3.8% | Added |
| Marquette Asset Management, LLC | 336 | $3.67K | 0.00% | +336 | New |
| Washington Trust Advisors, Inc. | 351 | $3.83K | 0.00% | −126−26.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 393 | $4.29K | 0.00% | −336−46.1% | Reduced |
| Larson Financial Group LLC | 413 | $4.51K | 0.00% | +54+15.0% | Added |
| Root Financial Partners, LLC | 459 | $5.01K | 0.00% | +459 | New |
| Activest Wealth Management | 469 | $5.12K | 0.00% | +431+1,134.2% | Added |
| Leonteq Securities AG | 530 | $5.78K | 0.00% | −589−52.6% | Reduced |
| Performa Ltd (US), LLC | 535 | $5.84K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 583 | $6.36K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 655 | $7.15K | 0.00% | +655 | New |
| Signaturefd, LLC | 779 | $8.49K | 0.00% | +72+10.2% | Added |
| Rise Advisors, LLC | 844 | $9.21K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,056 | $11.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,025 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,161 | $12.7K | 0.00% | +1,161 | New |
| Quent Capital, LLC | 1,198 | $13.1K | 0.00% | +1,198 | New |
| Bessemer Group Inc | 1,298 | $14.0K | 0.00% | +561+76.1% | Added |
| IFP Advisors, Inc | 1,547 | $16.9K | 0.00% | −89−5.4% | Reduced |
| Covestor Ltd | 1,709 | $19.0K | 0.01% | +991+138.0% | Added |
| Caitlin John, LLC | 1,840 | $20.1K | 0.01% | +1,840 | New |
| Advisor Group Holdings, Inc. | 1,964 | $21.5K | 0.00% | −478−19.6% | Reduced |
| Nomura Asset Management Co Ltd | 2,100 | $22.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,269 | $24.8K | 0.00% | −530−18.9% | Reduced |
| Hantz Financial Services, Inc. | 2,270 | $25.0K | 0.00% | +1,260+124.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,459 | $26.8K | 0.00% | +2,459 | New |
| Fifth Third Bancorp | 2,928 | $31.9K | 0.00% | +638+27.9% | Added |
| Parallel Advisors, LLC | 3,372 | $36.8K | 0.00% | +173+5.4% | Added |
| Allworth Financial LP | 3,685 | $40.2K | 0.00% | +358+10.8% | Added |
| GAMMA Investing LLC | 3,978 | $43.4K | 0.00% | +280+7.6% | Added |
| Shell Asset Management Co | 3,989 | $44.0K | 0.00% | −6,002−60.1% | Reduced |
| SJS Investment Consulting Inc. | 4,082 | $44.5K | 0.01% | +3,979+3,863.1% | Added |
| Umb Bank N A | 4,493 | $49.0K | 0.00% | +530+13.4% | Added |
| DekaBank Deutsche Girozentrale | 5,493 | $62.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,074 | $66.3K | 0.00% | −403−6.2% | Reduced |
| PEAK6 LLC | 6,904 | $75.3K | 0.00% | −131,568−95.0% | Reduced |
| EMC Capital Management | 6,997 | $76.0K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 7,067 | $77.1K | 0.00% | −104,396−93.7% | Reduced |
| FNY Investment Advisers, LLC | 7,508 | $81.0K | 0.03% | −5,863−43.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,535 | $82.2K | 0.00% | +7,535 | New |
| Amica Retiree Medical Trust | 7,807 | $85.0K | 0.12% | −5,061−39.3% | Reduced |
| Walleye Capital LLC | 7,899 | $86.2K | 0.00% | +7,811+8,876.1% | Added |
| True Wealth Design, LLC | 7,945 | $86.7K | 0.03% | +1,042+15.1% | Added |
| Quadrant Capital Group LLC | 8,257 | $90.1K | 0.00% | +8,257 | New |
| Versant Capital Management, Inc | 8,337 | $91.0K | 0.01% | +5,363+180.3% | Added |
| Acadian Asset Management LLC | 9,391 | $102.0K | 0.00% | −257,446−96.5% | Reduced |
| Advisory Services Network, LLC | 9,611 | $104.9K | 0.00% | −1,489−13.4% | Reduced |
| KBC Group NV | 9,973 | $109.0K | 0.00% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 10,460 | $114.1K | 0.02% | +10,460 | New |
| Pathstone Holdings, LLC | 10,972 | $119.7K | 0.00% | +10,972 | New |
| Sym Financial Corp | 11,051 | $120.6K | 0.01% | −3,184−22.4% | Reduced |
| Voleon Capital Management LP | 11,239 | $122.6K | 0.00% | +11,239 | New |
| Fielder Capital Group LLC | 11,264 | $122.9K | 0.03% | −2,142−16.0% | Reduced |
| Requisite Capital Management, LLC | 11,267 | $122.9K | 0.02% | +11,267 | New |
| EverSource Wealth Advisors, LLC | 11,424 | $124.6K | 0.00% | −3,298−22.4% | Reduced |