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, Q2 2026
Institutional positions in ZoomInfo Technologies Inc. as of Jun 30, 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
- 332
- −28 vs. Q1 2026
- Shares held
- 263.4M
- −21.9M (−7.7%) vs. Q1 2026
- Total value
- $774.1M
- −$932.1M (−54.6%) vs. Q1 2026
- New holders
- 85
- 109 more added
- Sold out
- 113
- 105 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding ZoomInfo Technologies Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 195 | $0 | 0.00% | −569−74.5% | Reduced |
| Avion Wealth | 139 | $0 | 0.00% | +139 | New |
| Rialto Wealth Management, LLC | 1 | $3 | 0.00% | −1−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $3 | 0.00% | +1 | New |
| Larson Financial Group LLC | 3 | $9 | 0.00% | −3,283−99.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $12 | 0.00% | −2−33.3% | Reduced |
| DecisionPoint Financial, LLC | 5 | $15 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $18 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $18 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 11 | $33 | 0.00% | +11 | New |
| RMG Wealth Management LLC | 11 | $42 | 0.00% | +11 | New |
| Harbour Investments, Inc. | 16 | $47 | 0.00% | +11+220.0% | Added |
| Davis Capital Management | 16 | $47 | 0.00% | +16 | New |
| Cromwell Holdings LLC | 25 | $73 | 0.00% | −23−47.9% | Reduced |
| MV Capital Management, Inc. | 33 | $97 | 0.00% | +33 | New |
| Creative Capital Management Investments LLC | 40 | $117 | 0.00% | +40 | New |
| Golden State Equity Partners | 68 | $199 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 84 | $246 | 0.00% | +20+31.3% | Added |
| Plante Moran Financial Advisors, LLC | 97 | $284 | 0.00% | +97 | New |
| SWAN Capital LLC | 100 | $293 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 100 | $293 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 108 | $317 | 0.00% | −924−89.5% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $322 | 0.00% | −130−54.2% | Reduced |
| Activest Wealth Management | 134 | $393 | 0.00% | +134 | New |
| Transamerica Financial Advisors, Inc. | 136 | $398 | 0.00% | +31+29.5% | Added |
| Godfrey Financial Associates, Inc. | 143 | $419 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 147 | $431 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 173 | $507 | 0.00% | −220−56.0% | Reduced |
| Cornerstone Financial Management LLC | 173 | $507 | 0.00% | +173 | New |
| Fortitude Family Office, LLC | 181 | $530 | 0.00% | +138+320.9% | Added |
| Operose Advisors LLC | 217 | $636 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 241 | $706 | 0.00% | −222−47.9% | Reduced |
| TD Waterhouse Canada Inc. | 300 | $849 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 356 | $1.04K | 0.00% | −645−64.4% | Reduced |
| Smartleaf Asset Management LLC | 378 | $1.10K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 408 | $1.20K | 0.00% | −478−54.0% | Reduced |
| Advisor Group Holdings, Inc. | 445 | $1.30K | 0.00% | +138+45.0% | Added |
| Leonteq Securities AG | 483 | $1.42K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 498 | $1.46K | 0.00% | −209−29.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 572 | $1.68K | 0.00% | +516+921.4% | Added |
| Cary Street Partner Investment Advisory LLC | 587 | $1.72K | 0.00% | +587 | New |
| Osbon Capital Management LLC | 636 | $1.86K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 700 | $2.05K | 0.00% | +700 | New |
| SJS Investment Consulting Inc. | 774 | $2.27K | 0.00% | −8,173−91.3% | Reduced |
| Jones Financial Companies LLLP | 824 | $2.38K | 0.00% | −63−7.1% | Reduced |
| Parkside Financial Bank & Trust | 848 | $2.48K | 0.00% | +318+60.0% | Added |
| Quarry LP | 865 | $2.53K | 0.00% | +865 | New |
| Marquette Asset Management, LLC | 890 | $2.61K | 0.00% | −977−52.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,148 | $3.36K | 0.00% | +1,148 | New |
| Quent Capital, LLC | 1,536 | $4.50K | 0.00% | +891+138.1% | Added |
| US Bancorp | 1,637 | $4.80K | 0.00% | −1,005−38.0% | Reduced |
| Umb Bank N A | 1,674 | $4.91K | 0.00% | −2,684−61.6% | Reduced |
| Farther Finance Advisors, LLC | 1,770 | $5.18K | 0.00% | +1,052+146.5% | Added |
| True Wealth Design, LLC | 1,780 | $5.22K | 0.00% | −4,133−69.9% | Reduced |
| Global Retirement Partners, LLC | 2,053 | $6.01K | 0.00% | +2,053 | New |
| WealthCollab, LLC | 2,055 | $6.02K | 0.00% | +2,055 | New |
| Owl Creek Wealth Partners LLC | 2,180 | $6.39K | 0.00% | +2,180 | New |
| Wealth Enhancement Trust Services, Inc. | 2,854 | $8.36K | 0.00% | +2,854 | New |
| Zions Bancorporation, National Association | 2,926 | $8.57K | 0.00% | +2,926 | New |
| GAMMA Investing LLC | 3,686 | $10.8K | 0.00% | −4,833−56.7% | Reduced |
| Nykredit A/S | 4,539 | $13.3K | 0.00% | +4,539 | New |
| Versant Capital Management, Inc | 4,557 | $13.4K | 0.00% | −16,449−78.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,781 | $14.0K | 0.00% | +2,046+74.8% | Added |
| Sterling Capital Management LLC | 4,963 | $14.5K | 0.00% | −3,740−43.0% | Reduced |
| Caption Management, LLC | 5,000 | $14.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5,070 | $14.9K | 0.01% | −38,770−88.4% | Reduced |
| Clearstead Advisors, LLC | 5,279 | $15.5K | 0.00% | +5,279 | New |
| Eurizon Capital SGR S.p.A. | 5,691 | $16.6K | 0.00% | +5,691 | New |
| Nisa Investment Advisors, LLC | 6,034 | $17.7K | 0.00% | +5,797+2,446.0% | Added |
| Private Wealth Asset Management, LLC | 6,200 | $18.2K | 0.00% | +6,200 | New |
| Public Employees Retirement System of Ohio | 6,260 | $18.3K | 0.00% | −73,090−92.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,326 | $24.4K | 0.00% | +73+0.9% | Added |
| Rothschild Investment LLC | 8,473 | $24.8K | 0.00% | −995−10.5% | Reduced |
| KBC Group NV | 9,973 | $29.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10,011 | $29.0K | 0.02% | +8,272+475.7% | Added |
| Baker Avenue Asset Management, LP | 10,229 | $30.0K | 0.00% | −18,592−64.5% | Reduced |
| Frank, Rimerman Advisors LLC | 10,924 | $32.0K | 0.00% | −3,389−23.7% | Reduced |
| QTR Family Wealth, LLC | 10,969 | $32.1K | 0.01% | −257−2.3% | Reduced |
| VestGen Advisors, LLC | 11,088 | $32.5K | 0.00% | −1,005−8.3% | Reduced |
| Allworth Financial LP | 11,142 | $32.6K | 0.00% | −1,515−12.0% | Reduced |
| DekaBank Deutsche Girozentrale | 5,493 | $33.0K | 0.00% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 11,386 | $33.4K | 0.00% | +11,386 | New |
| Hantz Financial Services, Inc. | 11,946 | $35.0K | 0.00% | −9,165−43.4% | Reduced |
| Verus Capital Partners, LLC | 12,000 | $35.2K | 0.00% | +12,000 | New |
| Jackson Thornton Asset Management, LLC | 12,086 | $35.4K | 0.00% | +12,086 | New |
| Optas, LLC | 12,283 | $36.0K | 0.01% | −6,080−33.1% | Reduced |
| Ullmann Financial Group, Inc. | 12,291 | $36.0K | 0.00% | +12,291 | New |
| Wedmont Private Capital | 12,486 | $36.5K | 0.00% | +12,486 | New |
| CSS LLC | 12,701 | $37.2K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 12,834 | $37.6K | 0.00% | +12,834 | New |
| Guggenheim Capital LLC | 12,901 | $37.8K | 0.00% | +12,901 | New |
| Tower Research Capital LLC (TRC) | 12,926 | $37.9K | 0.00% | −78,680−85.9% | Reduced |
| EverSource Wealth Advisors, LLC | 13,136 | $38.5K | 0.00% | +6,451+96.5% | Added |
| Franklin Resources Inc | 13,266 | $38.9K | 0.00% | +13,266 | New |
| Profund Advisors LLC | 13,281 | $38.9K | 0.00% | +13,281 | New |
| IFP Advisors, Inc | 13,364 | $39.2K | 0.00% | +9,750+269.8% | Added |
| Nomura Holdings Inc | 13,387 | $39.2K | 0.00% | +13,387 | New |
| GWM Advisors LLC | 13,440 | $39.4K | 0.00% | +13,260+7,366.7% | Added |
| Everhart Financial Group, Inc. | 13,612 | $39.9K | 0.00% | +13,612 | New |
| Miracle Mile Advisors, LLC | 13,685 | $40.1K | 0.00% | +13,685 | New |