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, Q4 2025
Institutional positions in ZoomInfo Technologies Inc. as of Dec 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
- +14 vs. Q3 2025
- Shares held
- 273.6M
- −11.0M (−3.9%) vs. Q3 2025
- Total value
- $2.78B
- −$317.1M (−10.2%) vs. Q3 2025
- New holders
- 69
- 107 more added
- Sold out
- 55
- 137 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q3 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 |
| IFC & Insurance Marketing, Inc. | 48 | $0 | 0.00% | +48 | New |
| Dunhill Financial, LLC | 6 | $62 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $71 | 0.00% | +2+40.0% | Added |
| American Capital Advisory, LLC | 8 | $82 | 0.00% | +8 | New |
| Rothschild Investment LLC | 12 | $122 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $133 | 0.00% | +3+30.0% | Added |
| Creative Financial Designs Inc | 15 | $153 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $163 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $184 | 0.00% | +9+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $194 | 0.00% | −4−17.4% | Reduced |
| Strategic Advocates LLC | 29 | $291 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 30 | $305 | 0.00% | +30 | New |
| Signature Equity Partners, LLC | 35 | $356 | 0.00% | +35 | New |
| Transamerica Financial Advisors, Inc. | 38 | $386 | 0.00% | +38 | New |
| ORG Partners LLC | 42 | $427 | 0.00% | +42 | New |
| Elyxium Wealth, LLC | 45 | $457 | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 47 | $478 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 48 | $488 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 52 | $529 | 0.00% | −22−29.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 56 | $570 | 0.00% | −1,000−94.7% | Reduced |
| Bell Investment Advisors, Inc | 63 | $641 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 64 | $651 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 64 | $651 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 65 | $662 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 66 | $671 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 75 | $763 | 0.00% | +75 | New |
| Manchester Capital Management LLC | 81 | $824 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 94 | $956 | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 99 | $1.01K | 0.00% | +99 | New |
| SWAN Capital LLC | 100 | $1.02K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 100 | $1.02K | 0.00% | +100 | New |
| CBIZ Investment Advisory Services, LLC | 105 | $1.07K | 0.00% | +105 | New |
| Massmutual Trust Co FSB | 106 | $1.08K | 0.00% | −1−0.9% | Reduced |
| Bare Financial Services, Inc | 123 | $1.25K | 0.00% | +18+17.1% | Added |
| UMA Financial Services, Inc. | 125 | $1.27K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 140 | $1.42K | 0.00% | +101+259.0% | Added |
| Fortitude Family Office, LLC | 141 | $1.43K | 0.00% | −81−36.5% | Reduced |
| Godfrey Financial Associates, Inc. | 143 | $1.45K | 0.00% | +143 | New |
| Cedar Mountain Advisors, LLC | 147 | $1.50K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $1.81K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 183 | $1.86K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 202 | $2.03K | 0.00% | −36−15.1% | Reduced |
| Red Tortoise LLC | 214 | $2.18K | 0.00% | +214 | New |
| Operose Advisors LLC | 217 | $2.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 240 | $2.44K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 242 | $2.46K | 0.00% | +242 | New |
| Sunbelt Securities, Inc. | 256 | $2.60K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 273 | $2.79K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 475 | $4.83K | 0.00% | −60−11.2% | Reduced |
| Rockefeller Capital Management L.P. | 487 | $4.95K | 0.00% | −674−58.1% | Reduced |
| Farther Finance Advisors, LLC | 490 | $4.98K | 0.00% | +187+61.7% | Added |
| Leonteq Securities AG | 540 | $5.49K | 0.00% | +10+1.9% | Added |
| Larson Financial Group LLC | 611 | $6.21K | 0.00% | +198+47.9% | Added |
| Osbon Capital Management LLC | 636 | $6.47K | 0.01% | +636 | New |
| Parkside Financial Bank & Trust | 673 | $6.85K | 0.00% | +90+15.4% | Added |
| Root Financial Partners, LLC | 691 | $7.03K | 0.00% | +232+50.5% | Added |
| Bessemer Group Inc | 817 | $8.00K | 0.00% | −481−37.1% | Reduced |
| Jones Financial Companies LLLP | 865 | $8.80K | 0.00% | −160−15.6% | Reduced |
| Quent Capital, LLC | 876 | $8.91K | 0.00% | −322−26.9% | Reduced |
| Advisor Group Holdings, Inc. | 887 | $9.02K | 0.00% | −1,077−54.8% | Reduced |
| Atlas Capital Advisors LLC | 923 | $9.39K | 0.00% | +923 | New |
| Basecamp Wealth Advisors LLC | 989 | $10.1K | 0.00% | +989 | New |
| Signaturefd, LLC | 1,012 | $10.3K | 0.00% | +233+29.9% | Added |
| Clearstead Advisors, LLC | 1,037 | $10.5K | 0.00% | −5,037−82.9% | Reduced |
| Marquette Asset Management, LLC | 1,123 | $11.4K | 0.00% | +787+234.2% | Added |
| FNY Investment Advisers, LLC | 1,297 | $13.0K | 0.00% | −6,211−82.7% | Reduced |
| IFP Advisors, Inc | 1,353 | $13.8K | 0.00% | −194−12.5% | Reduced |
| Los Angeles Capital Management LLC | 1,580 | $17.2K | 0.00% | +1,580 | New |
| Danske Bank A/S | 1,800 | $18.3K | 0.00% | +1,800 | New |
| SJS Investment Consulting Inc. | 1,864 | $19.0K | 0.00% | −2,218−54.3% | Reduced |
| BIT Capital GmbH | 2,005 | $20.4K | 0.00% | −26,663−93.0% | Reduced |
| Nomura Asset Management Co Ltd | 2,100 | $21.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,513 | $25.6K | 0.00% | +2,289+1,021.9% | Added |
| Fifth Third Bancorp | 2,866 | $29.1K | 0.00% | −62−2.1% | Reduced |
| Covestor Ltd | 3,341 | $34.0K | 0.02% | +1,632+95.5% | Added |
| Parallel Advisors, LLC | 3,889 | $39.6K | 0.00% | +517+15.3% | Added |
| Allworth Financial LP | 3,935 | $40.0K | 0.00% | +250+6.8% | Added |
| SRS Capital Advisors, Inc. | 4,058 | $41.3K | 0.00% | −280,246−98.6% | Reduced |
| Versant Capital Management, Inc | 4,426 | $45.0K | 0.01% | −3,911−46.9% | Reduced |
| Umb Bank N A | 4,530 | $46.1K | 0.00% | +37+0.8% | Added |
| GAMMA Investing LLC | 4,594 | $46.7K | 0.00% | +616+15.5% | Added |
| EMC Capital Management | 5,947 | $60.0K | 0.03% | −1,050−15.0% | Reduced |
| US Bancorp | 6,249 | $63.6K | 0.00% | +3,980+175.4% | Added |
| STRS Ohio | 6,354 | $64.6K | 0.00% | −713−10.1% | Reduced |
| Hantz Financial Services, Inc. | 6,712 | $68.0K | 0.00% | +4,442+195.7% | Added |
| True Wealth Design, LLC | 7,308 | $74.3K | 0.02% | −637−8.0% | Reduced |
| Quadrant Capital Group LLC | 8,241 | $83.8K | 0.00% | −16−0.2% | Reduced |
| Advisory Services Network, LLC | 9,619 | $97.8K | 0.00% | +8+0.1% | Added |
| DekaBank Deutsche Girozentrale | 5,493 | $98.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 9,973 | $101.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9,971 | $101.4K | 0.00% | −1,453−12.7% | Reduced |
| Buckland Partners Management Co LLC | 10,000 | $101.7K | 0.06% | +10,000 | New |
| CSS LLC | 10,040 | $102.1K | 0.01% | +10,040 | New |
| Havemeyer Place LP | 10,051 | $102.2K | 0.02% | +10,051 | New |
| Brand Asset Management Group, Inc. | 10,071 | $102.4K | 0.03% | +10,071 | New |
| Sherbrooke Park Advisers LLC | 10,203 | $103.8K | 0.27% | +10,203 | New |
| Parcion Private Wealth LLC | 10,206 | $103.8K | 0.01% | −2,059−16.8% | Reduced |
| Evoke Wealth, LLC | 10,264 | $104.4K | 0.00% | −5,390−34.4% | Reduced |