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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 530 | $5.78K | 0.00% | −589−52.6% | Reduced |
| Activest Wealth Management | 469 | $5.12K | 0.00% | +431+1,134.2% | Added |
| Root Financial Partners, LLC | 459 | $5.01K | 0.00% | +459 | New |
| Larson Financial Group LLC | 413 | $4.51K | 0.00% | +54+15.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 393 | $4.29K | 0.00% | −336−46.1% | Reduced |
| Washington Trust Advisors, Inc. | 351 | $3.83K | 0.00% | −126−26.4% | Reduced |
| Marquette Asset Management, LLC | 336 | $3.67K | 0.00% | +336 | New |
| Farther Finance Advisors, LLC | 303 | $3.31K | 0.00% | +11+3.8% | Added |
| Plato Investment Management Ltd | 273 | $2.96K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 256 | $2.79K | 0.00% | −41−13.8% | Reduced |
| Smartleaf Asset Management LLC | 238 | $2.76K | 0.00% | −118−33.1% | Reduced |
| Farmers & Merchants Investments Inc | 240 | $2.62K | 0.00% | +20+9.1% | Added |
| Global Retirement Partners, LLC | 224 | $2.44K | 0.00% | −1−0.4% | Reduced |
| Fortitude Family Office, LLC | 222 | $2.42K | 0.00% | +51+29.8% | Added |
| Operose Advisors LLC | 217 | $2.37K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 209 | $2.28K | 0.00% | +209 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $2.05K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 183 | $2.00K | 0.00% | +183 | New |
| Principal Securities, Inc. | 182 | $1.99K | 0.00% | −3−1.6% | Reduced |
| Cedar Mountain Advisors, LLC | 147 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 133 | $1.45K | 0.00% | −47−26.1% | Reduced |
| WealthCollab, LLC | 131 | $1.43K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 125 | $1.36K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $1.17K | 0.00% | +10+10.3% | Added |
| Bare Financial Services, Inc | 105 | $1.15K | 0.00% | +49+87.5% | Added |
| SWAN Capital LLC | 100 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 94 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 180 | $1.00K | 0.00% | +174+2,900.0% | Added |
| Manchester Capital Management LLC | 81 | $884 | 0.00% | +81 | New |
| Bullock Wealth Management Group | 85 | $873 | 0.00% | +85 | New |
| Nisa Investment Advisors, LLC | 74 | $807 | 0.00% | +54+270.0% | Added |
| Bogart Wealth, LLC | 66 | $720 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 65 | $710 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 65 | $709 | 0.00% | +65 | New |
| MAI Capital Management | 64 | $699 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $688 | 0.00% | −96−60.4% | Reduced |
| Hughes Financial Services, LLC | 64 | $676 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 52 | $568 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 48 | $524 | 0.00% | +25+108.7% | Added |
| Raffa Wealth Management, LLC | 47 | $513 | 0.00% | +47 | New |
| Assetmark, Inc | 39 | $425 | 0.00% | −13−25.0% | Reduced |
| Strategic Advocates LLC | 29 | $316 | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $251 | 0.00% | +23 | New |
| MV Capital Management, Inc. | 16 | $175 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $164 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $131 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $109 | 0.00% | +8+400.0% | Added |
| Rialto Wealth Management, LLC | 9 | $99 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $54 | 0.00% | +5 | New |
| Winnow Wealth LLC | 1 | $11 | 0.00% | +1 | New |
| 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 |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −2,858,740−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −992,944−100.0% | Sold out |
| Clearfield Capital Management LP | 0 | $0 | 0.00% | −977,932−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −744,550−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −631,729−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −628,975−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −490,512−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −169,025−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −163,543−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −149,900−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −145,438−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −102,335−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −95,561−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −85,073−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −76,847−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −71,269−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −58,108−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −52,604−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −36,982−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −32,060−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −29,904−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −28,333−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −27,988−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −25,872−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −23,696−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −21,788−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,485−100.0% | Sold out |
| Allegiance Financial Group Advisory Services LLC | 0 | $0 | 0.00% | −17,282−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −17,241−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −16,166−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,459−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −14,383−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,891−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −12,378−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −11,908−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −10,642−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −10,035−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −8,181−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −5,252−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −2,941−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −25−100.0% | Sold out |