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, Q1 2026
Institutional positions in ZoomInfo Technologies Inc. as of Mar 31, 2026. 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
- 364
- +12 vs. Q4 2025
- Shares held
- 285.6M
- +40.5M (+16.5%) vs. Q4 2025
- Total value
- $1.71B
- −$783.9M (−31.5%) vs. Q4 2025
- New holders
- 90
- 146 more added
- Sold out
- 78
- 91 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 37 | $0 | 0.00% | −6−14.0% | Reduced |
| Rialto Wealth Management, LLC | 2 | $12 | 0.00% | −16−88.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $17 | 0.00% | −4−57.1% | Reduced |
| Hughes Financial Services, LLC | 4 | $24 | 0.00% | −60−93.8% | Reduced |
| Curio Wealth, LLC | 4 | $24 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 5 | $30 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $36 | 0.00% | −20,000−100.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $36 | 0.00% | −13−68.4% | Reduced |
| Dunhill Financial, LLC | 6 | $36 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 39 | $233 | 0.00% | +39 | New |
| Fortitude Family Office, LLC | 43 | $257 | 0.00% | −98−69.5% | Reduced |
| TD Private Client Wealth LLC | 44 | $263 | 0.00% | +44 | New |
| Cromwell Holdings LLC | 48 | $287 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $293 | 0.00% | +2+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 56 | $335 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 64 | $383 | 0.00% | +64 | New |
| Gilpin Wealth Management, LLC | 65 | $389 | 0.00% | +65 | New |
| Golden State Equity Partners | 68 | $406 | 0.00% | +68 | New |
| SWAN Capital LLC | 100 | $598 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 100 | $598 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 105 | $627 | 0.00% | +67+176.3% | Added |
| Godfrey Financial Associates, Inc. | 143 | $855 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 145 | $867 | 0.00% | +145 | New |
| Cedar Mountain Advisors, LLC | 147 | $879 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 156 | $933 | 0.00% | +33+26.8% | Added |
| Root Financial Partners, LLC | 180 | $1.08K | 0.00% | −511−74.0% | Reduced |
| GWM Advisors LLC | 180 | $1.08K | 0.00% | +180 | New |
| CVA Family Office, LLC | 184 | $1.10K | 0.00% | +184 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 188 | $1.12K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 217 | $1.30K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 237 | $1.42K | 0.00% | +185+355.8% | Added |
| Farmers & Merchants Investments Inc | 240 | $1.44K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 273 | $1.63K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 274 | $1.64K | 0.00% | +274 | New |
| TD Waterhouse Canada Inc. | 300 | $1.75K | 0.00% | +300 | New |
| Advisor Group Holdings, Inc. | 307 | $1.83K | 0.00% | −580−65.4% | Reduced |
| Smartleaf Asset Management LLC | 378 | $2.26K | 0.00% | +176+87.1% | Added |
| UMA Financial Services, Inc. | 393 | $2.35K | 0.00% | +268+214.4% | Added |
| Sunbelt Securities, Inc. | 434 | $2.60K | 0.00% | +178+69.5% | Added |
| Basecamp Wealth Advisors LLC | 463 | $2.77K | 0.00% | −526−53.2% | Reduced |
| Leonteq Securities AG | 483 | $2.89K | 0.00% | −57−10.6% | Reduced |
| Parkside Financial Bank & Trust | 530 | $3.17K | 0.00% | −143−21.2% | Reduced |
| Bruce G. Allen Investments, LLC | 574 | $3.43K | 0.00% | +480+510.6% | Added |
| Osbon Capital Management LLC | 636 | $3.80K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 645 | $3.86K | 0.00% | −231−26.4% | Reduced |
| Farther Finance Advisors, LLC | 718 | $4.20K | 0.00% | +228+46.5% | Added |
| Keating Financial Advisory Services, Inc. | 707 | $4.23K | 0.00% | +677+2,256.7% | Added |
| Bessemer Group Inc | 764 | $5.00K | 0.00% | −53−6.5% | Reduced |
| Jones Financial Companies LLLP | 887 | $5.07K | 0.00% | +22+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 858 | $5.13K | 0.00% | +858 | New |
| JPL Wealth Management, LLC | 886 | $5.30K | 0.00% | +886 | New |
| Bell Investment Advisors, Inc | 960 | $5.74K | 0.00% | +897+1,423.8% | Added |
| Massmutual Trust Co FSB | 1,001 | $5.99K | 0.00% | +895+844.3% | Added |
| Rockefeller Capital Management L.P. | 1,032 | $6.17K | 0.00% | +545+111.9% | Added |
| Covestor Ltd | 1,739 | $10.0K | 0.01% | −1,602−47.9% | Reduced |
| Wealth Preservation Advisors, LLC | 1,717 | $10.3K | 0.01% | +1,717 | New |
| Marquette Asset Management, LLC | 1,867 | $11.2K | 0.00% | +744+66.3% | Added |
| Quadrant Capital Group LLC | 1,983 | $11.9K | 0.00% | −6,258−75.9% | Reduced |
| Nomura Asset Management Co Ltd | 2,100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 2,250 | $13.5K | 0.00% | +1,775+373.7% | Added |
| US Bancorp | 2,642 | $15.8K | 0.00% | −3,607−57.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,735 | $16.4K | 0.00% | +2,735 | New |
| Larson Financial Group LLC | 3,286 | $19.6K | 0.00% | +2,675+437.8% | Added |
| Salomon & Ludwin, LLC | 3,652 | $21.2K | 0.00% | +3,652 | New |
| IFP Advisors, Inc | 3,614 | $21.6K | 0.00% | +2,261+167.1% | Added |
| MetLife Investment Management | 4,252 | $25.4K | 0.00% | −129,584−96.8% | Reduced |
| Simplex Trading, LLC | 4,267 | $25.5K | 0.00% | +4,267 | New |
| Umb Bank N A | 4,358 | $26.1K | 0.00% | −172−3.8% | Reduced |
| Caption Management, LLC | 5,000 | $29.9K | 0.00% | −52,484−91.3% | Reduced |
| DekaBank Deutsche Girozentrale | 5,493 | $34.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5,913 | $35.4K | 0.01% | −1,395−19.1% | Reduced |
| STRS Ohio | 6,204 | $37.1K | 0.00% | −150−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,685 | $40.0K | 0.00% | −3,286−33.0% | Reduced |
| Signaturefd, LLC | 7,160 | $42.8K | 0.00% | +6,148+607.5% | Added |
| Parallel Advisors, LLC | 7,975 | $47.7K | 0.00% | +4,086+105.1% | Added |
| VestGen Advisors, LLC | 12,093 | $49.1K | 0.00% | +12,093 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,253 | $49.4K | 0.01% | +8,011+3,310.3% | Added |
| GAMMA Investing LLC | 8,519 | $50.9K | 0.00% | +3,925+85.4% | Added |
| Sterling Capital Management LLC | 8,703 | $52.0K | 0.00% | −6,989−44.5% | Reduced |
| Advisory Services Network, LLC | 8,918 | $53.3K | 0.00% | −701−7.3% | Reduced |
| SJS Investment Consulting Inc. | 8,947 | $53.5K | 0.01% | +7,083+380.0% | Added |
| Rothschild Investment LLC | 9,468 | $56.6K | 0.00% | +9,456+78,800.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 9,515 | $56.9K | 0.00% | +9,515 | New |
| KBC Group NV | 9,973 | $60.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 10,090 | $60.3K | 0.00% | −766,509−98.7% | Reduced |
| Twinbeech Capital LP | 10,431 | $62.4K | 0.01% | +10,431 | New |
| Entropy Technologies, LP | 10,673 | $63.8K | 0.00% | −6,429−37.6% | Reduced |
| Knightsbridge Asset Management, LLC | 10,678 | $63.9K | 0.01% | +10,678 | New |
| Pallas Capital Advisors LLC | 10,778 | $64.5K | 0.00% | −31,984−74.8% | Reduced |
| QTR Family Wealth, LLC | 11,226 | $65.0K | 0.03% | +11,226 | New |
| Waddell & Associates, LLC | 10,932 | $65.4K | 0.00% | −1,540−12.3% | Reduced |
| Krilogy Financial LLC | 10,836 | $66.9K | 0.00% | −9,761−47.4% | Reduced |
| MQS Management LLC | 11,918 | $71.3K | 0.05% | +11,918 | New |
| Wells Fargo & Company | 12,031 | $71.9K | 0.00% | −97,385−89.0% | Reduced |
| Daymark Wealth Partners, LLC | 12,110 | $72.4K | 0.00% | +12,110 | New |
| Cornerstone Wealth Group, LLC | 11,951 | $74.2K | 0.00% | +11,951 | New |
| Omers Administration Corp | 12,600 | $75.3K | 0.00% | +12,600 | New |
| Sepio Capital, LP | 12,629 | $75.5K | 0.00% | +12,629 | New |
| Allworth Financial LP | 12,657 | $75.7K | 0.00% | +8,722+221.7% | Added |
| CSS LLC | 12,701 | $76.0K | 0.00% | +2,661+26.5% | Added |