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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 865 | $8.80K | 0.00% | −160−15.6% | Reduced |
| Bessemer Group Inc | 817 | $8.00K | 0.00% | −481−37.1% | Reduced |
| Root Financial Partners, LLC | 691 | $7.03K | 0.00% | +232+50.5% | Added |
| Parkside Financial Bank & Trust | 673 | $6.85K | 0.00% | +90+15.4% | Added |
| Osbon Capital Management LLC | 636 | $6.47K | 0.01% | +636 | New |
| Larson Financial Group LLC | 611 | $6.21K | 0.00% | +198+47.9% | Added |
| Leonteq Securities AG | 540 | $5.49K | 0.00% | +10+1.9% | Added |
| Farther Finance Advisors, LLC | 490 | $4.98K | 0.00% | +187+61.7% | Added |
| Rockefeller Capital Management L.P. | 487 | $4.95K | 0.00% | −674−58.1% | Reduced |
| Performa Ltd (US), LLC | 475 | $4.83K | 0.00% | −60−11.2% | Reduced |
| Plato Investment Management Ltd | 273 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 256 | $2.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 242 | $2.46K | 0.00% | +242 | New |
| Farmers & Merchants Investments Inc | 240 | $2.44K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $2.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 214 | $2.18K | 0.00% | +214 | New |
| Smartleaf Asset Management LLC | 202 | $2.03K | 0.00% | −36−15.1% | Reduced |
| ZRC Wealth Management, LLC | 183 | $1.86K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $1.81K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $1.50K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 143 | $1.45K | 0.00% | +143 | New |
| Fortitude Family Office, LLC | 141 | $1.43K | 0.00% | −81−36.5% | Reduced |
| Assetmark, Inc | 140 | $1.42K | 0.00% | +101+259.0% | Added |
| UMA Financial Services, Inc. | 125 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 123 | $1.25K | 0.00% | +18+17.1% | Added |
| Massmutual Trust Co FSB | 106 | $1.08K | 0.00% | −1−0.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 105 | $1.07K | 0.00% | +105 | New |
| SWAN Capital LLC | 100 | $1.02K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 100 | $1.02K | 0.00% | +100 | New |
| SageView Advisory Group, LLC | 99 | $1.01K | 0.00% | +99 | New |
| Bruce G. Allen Investments, LLC | 94 | $956 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 81 | $824 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 75 | $763 | 0.00% | +75 | New |
| Bogart Wealth, LLC | 66 | $671 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 65 | $662 | 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 |
| Bell Investment Advisors, Inc | 63 | $641 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 56 | $570 | 0.00% | −1,000−94.7% | Reduced |
| Nisa Investment Advisors, LLC | 52 | $529 | 0.00% | −22−29.7% | Reduced |
| Cromwell Holdings LLC | 48 | $488 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $478 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 45 | $457 | 0.00% | +45 | New |
| ORG Partners LLC | 42 | $427 | 0.00% | +42 | New |
| Transamerica Financial Advisors, Inc. | 38 | $386 | 0.00% | +38 | New |
| Signature Equity Partners, LLC | 35 | $356 | 0.00% | +35 | New |
| Keating Financial Advisory Services, Inc. | 30 | $305 | 0.00% | +30 | New |
| Strategic Advocates LLC | 29 | $291 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $194 | 0.00% | −4−17.4% | Reduced |
| Rialto Wealth Management, LLC | 18 | $184 | 0.00% | +9+100.0% | Added |
| MV Capital Management, Inc. | 16 | $163 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $153 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $133 | 0.00% | +3+30.0% | Added |
| Rothschild Investment LLC | 12 | $122 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $82 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 7 | $71 | 0.00% | +2+40.0% | Added |
| Dunhill Financial, LLC | 6 | $62 | 0.00% | +6 | New |
| 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 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −16,728,210−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −3,840,173−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −1,352,849−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −781,520−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −549,964−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −364,565−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −226,516−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −204,788−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −197,069−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −194,080−100.0% | Sold out |
| Ceera Investments, LLC | 0 | $0 | 0.00% | −104,945−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −98,613−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −89,814−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −57,181−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −51,235−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −47,769−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −47,492−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −39,449−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −35,549−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −33,231−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −32,191−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −30,657−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −29,898−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −29,214−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −28,144−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −22,188−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −21,617−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −19,710−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −19,489−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −16,974−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −15,806−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,509−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,920−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −11,267−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −11,239−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −11,051−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −7,535−100.0% | Sold out |