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 |
|---|---|---|---|---|---|
| Jasper Ridge Partners, L.P. | 23,858 | $69.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 23,467 | $68.8K | 0.00% | +8,864+60.7% | Added |
| AE Wealth Management LLC | 22,843 | $66.9K | 0.00% | +22,843 | New |
| Bank of Montreal | 22,592 | $66.2K | 0.00% | −3,085−12.0% | Reduced |
| Ameritas Investment Partners, Inc. | 22,349 | $65.5K | 0.00% | +22,349 | New |
| AlphaCore Capital LLC | 22,274 | $65.3K | 0.00% | +8,516+61.9% | Added |
| Brighton Jones LLC | 21,979 | $64.4K | 0.00% | −1,986−8.3% | Reduced |
| Capstone Wealth Management, LLC | 21,233 | $62.2K | 0.03% | +21,233 | New |
| Apollon Wealth Management, LLC | 20,699 | $60.6K | 0.00% | +20,699 | New |
| Pallas Capital Advisors LLC | 20,155 | $59.1K | 0.00% | +9,377+87.0% | Added |
| McAdam, LLC | 19,873 | $58.2K | 0.00% | +19,873 | New |
| SBI Securities Co., Ltd. | 19,517 | $57.2K | 0.00% | +1,029+5.6% | Added |
| Fielder Capital Group LLC | 19,299 | $56.5K | 0.01% | +1,316+7.3% | Added |
| HB Wealth Management, LLC | 18,627 | $54.6K | 0.00% | +5,279+39.5% | Added |
| Cambient Family Office, LLC | 18,072 | $53.0K | 0.01% | +18,072 | New |
| Vise Technologies, Inc. | 17,976 | $52.7K | 0.00% | +3,439+23.7% | Added |
| Cresset Asset Management, LLC | 17,961 | $52.6K | 0.00% | +126+0.7% | Added |
| DnB Asset Management AS | 17,208 | $50.4K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 16,185 | $47.4K | 0.00% | −3,081−16.0% | Reduced |
| Chicago Partners Investment Group LLC | 16,465 | $47.4K | 0.00% | −67,853−80.5% | Reduced |
| Performa Ltd (US), LLC | 16,000 | $46.9K | 0.01% | +13,750+611.1% | Added |
| Crestwood Advisors Group LLC | 15,754 | $46.2K | 0.00% | −11,485−42.2% | Reduced |
| Mainsail Asset Management, LLC | 15,033 | $46.2K | 0.02% | +15,033 | New |
| Crossmark Global Holdings, Inc. | 15,620 | $45.8K | 0.00% | −96,985−86.1% | Reduced |
| Daymark Wealth Partners, LLC | 15,595 | $45.7K | 0.00% | +3,485+28.8% | Added |
| Abel Hall, LLC | 15,101 | $44.2K | 0.01% | +15,101 | New |
| United Capital Financial Advisers, LLC | 15,053 | $44.1K | 0.00% | −6,902−31.4% | Reduced |
| Prosperity Consulting Group, LLC | 14,930 | $43.7K | 0.00% | +14,930 | New |
| Graham Capital Management, L.P. | 14,474 | $42.4K | 0.00% | −64,344−81.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 14,181 | $41.7K | 0.00% | −2,766−16.3% | Reduced |
| CIBC Bancorp USA Inc. | 14,113 | $41.4K | 0.00% | +14,113 | New |
| Optiver Holding B.V. | 13,774 | $40.4K | 0.00% | +13,774 | New |
| Miracle Mile Advisors, LLC | 13,685 | $40.1K | 0.00% | +13,685 | New |
| Everhart Financial Group, Inc. | 13,612 | $39.9K | 0.00% | +13,612 | New |
| GWM Advisors LLC | 13,440 | $39.4K | 0.00% | +13,260+7,366.7% | Added |
| Nomura Holdings Inc | 13,387 | $39.2K | 0.00% | +13,387 | New |
| IFP Advisors, Inc | 13,364 | $39.2K | 0.00% | +9,750+269.8% | Added |
| Profund Advisors LLC | 13,281 | $38.9K | 0.00% | +13,281 | New |
| Franklin Resources Inc | 13,266 | $38.9K | 0.00% | +13,266 | New |
| EverSource Wealth Advisors, LLC | 13,136 | $38.5K | 0.00% | +6,451+96.5% | Added |
| Tower Research Capital LLC (TRC) | 12,926 | $37.9K | 0.00% | −78,680−85.9% | Reduced |
| Guggenheim Capital LLC | 12,901 | $37.8K | 0.00% | +12,901 | New |
| Warren Averett Asset Management, LLC | 12,834 | $37.6K | 0.00% | +12,834 | New |
| CSS LLC | 12,701 | $37.2K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,486 | $36.5K | 0.00% | +12,486 | New |
| Ullmann Financial Group, Inc. | 12,291 | $36.0K | 0.00% | +12,291 | New |
| Optas, LLC | 12,283 | $36.0K | 0.01% | −6,080−33.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 12,086 | $35.4K | 0.00% | +12,086 | New |
| Verus Capital Partners, LLC | 12,000 | $35.2K | 0.00% | +12,000 | New |
| Hantz Financial Services, Inc. | 11,946 | $35.0K | 0.00% | −9,165−43.4% | Reduced |
| Abacus Wealth Partners, LLC | 11,386 | $33.4K | 0.00% | +11,386 | New |
| DekaBank Deutsche Girozentrale | 5,493 | $33.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11,142 | $32.6K | 0.00% | −1,515−12.0% | Reduced |
| VestGen Advisors, LLC | 11,088 | $32.5K | 0.00% | −1,005−8.3% | Reduced |
| QTR Family Wealth, LLC | 10,969 | $32.1K | 0.01% | −257−2.3% | Reduced |
| Frank, Rimerman Advisors LLC | 10,924 | $32.0K | 0.00% | −3,389−23.7% | Reduced |
| Baker Avenue Asset Management, LP | 10,229 | $30.0K | 0.00% | −18,592−64.5% | 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 |
| Rothschild Investment LLC | 8,473 | $24.8K | 0.00% | −995−10.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,326 | $24.4K | 0.00% | +73+0.9% | Added |
| Public Employees Retirement System of Ohio | 6,260 | $18.3K | 0.00% | −73,090−92.1% | Reduced |
| Private Wealth Asset Management, LLC | 6,200 | $18.2K | 0.00% | +6,200 | New |
| Nisa Investment Advisors, LLC | 6,034 | $17.7K | 0.00% | +5,797+2,446.0% | Added |
| Eurizon Capital SGR S.p.A. | 5,691 | $16.6K | 0.00% | +5,691 | New |
| Clearstead Advisors, LLC | 5,279 | $15.5K | 0.00% | +5,279 | New |
| Essential Partners LLC | 5,070 | $14.9K | 0.01% | −38,770−88.4% | Reduced |
| Caption Management, LLC | 5,000 | $14.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,963 | $14.5K | 0.00% | −3,740−43.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,781 | $14.0K | 0.00% | +2,046+74.8% | Added |
| Versant Capital Management, Inc | 4,557 | $13.4K | 0.00% | −16,449−78.3% | Reduced |
| Nykredit A/S | 4,539 | $13.3K | 0.00% | +4,539 | New |
| GAMMA Investing LLC | 3,686 | $10.8K | 0.00% | −4,833−56.7% | Reduced |
| Zions Bancorporation, National Association | 2,926 | $8.57K | 0.00% | +2,926 | New |
| Wealth Enhancement Trust Services, Inc. | 2,854 | $8.36K | 0.00% | +2,854 | New |
| Owl Creek Wealth Partners LLC | 2,180 | $6.39K | 0.00% | +2,180 | New |
| WealthCollab, LLC | 2,055 | $6.02K | 0.00% | +2,055 | New |
| Global Retirement Partners, LLC | 2,053 | $6.01K | 0.00% | +2,053 | New |
| True Wealth Design, LLC | 1,780 | $5.22K | 0.00% | −4,133−69.9% | Reduced |
| Farther Finance Advisors, LLC | 1,770 | $5.18K | 0.00% | +1,052+146.5% | Added |
| Umb Bank N A | 1,674 | $4.91K | 0.00% | −2,684−61.6% | Reduced |
| US Bancorp | 1,637 | $4.80K | 0.00% | −1,005−38.0% | Reduced |
| Quent Capital, LLC | 1,536 | $4.50K | 0.00% | +891+138.1% | Added |
| Aster Capital Management (DIFC) Ltd | 1,148 | $3.36K | 0.00% | +1,148 | New |
| Marquette Asset Management, LLC | 890 | $2.61K | 0.00% | −977−52.3% | Reduced |
| Quarry LP | 865 | $2.53K | 0.00% | +865 | New |
| Parkside Financial Bank & Trust | 848 | $2.48K | 0.00% | +318+60.0% | Added |
| Jones Financial Companies LLLP | 824 | $2.38K | 0.00% | −63−7.1% | Reduced |
| SJS Investment Consulting Inc. | 774 | $2.27K | 0.00% | −8,173−91.3% | Reduced |
| Huntington National Bank | 700 | $2.05K | 0.00% | +700 | New |
| Osbon Capital Management LLC | 636 | $1.86K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 587 | $1.72K | 0.00% | +587 | New |
| Steward Partners Investment Advisory, LLC | 572 | $1.68K | 0.00% | +516+921.4% | Added |
| Keating Financial Advisory Services, Inc. | 498 | $1.46K | 0.00% | −209−29.6% | Reduced |
| Leonteq Securities AG | 483 | $1.42K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 445 | $1.30K | 0.00% | +138+45.0% | Added |
| JPL Wealth Management, LLC | 408 | $1.20K | 0.00% | −478−54.0% | Reduced |
| Smartleaf Asset Management LLC | 378 | $1.10K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 356 | $1.04K | 0.00% | −645−64.4% | Reduced |
| TD Waterhouse Canada Inc. | 300 | $849 | 0.00% | 00.0% | Unchanged |