Zoom Communications, Inc.
ZM- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001585521
In the last 90 days, Zoom Communications, Inc. insiders filed 0 open-market purchases and 10 sales; 875 institutions reported holding it in 13F filings for Q2 2026, worth $17.5B in total; HHLR Advisors (Hillhouse) is the only superinvestor holding it.
13F holders, Q3 2021
Institutional positions in Zoom Communications, Inc. as of Sep 30, 2021. 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
- 877
- −58 vs. Q2 2021
- Shares held
- 146.9M
- +7.75M (+5.6%) vs. Q2 2021
- Total value
- $38.4B
- −$15.4B (−28.6%) vs. Q2 2021
- New holders
- 97
- 352 more added
- Sold out
- 155
- 262 more reduced
11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ZM 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 | 875 | $17.5B |
| Q1 2026 | 820 | $15.8B |
| Q4 2025 | 825 | $17.5B |
| Q3 2025 | 754 | $15.8B |
| Q2 2025 | 720 | $14.7B |
| Q1 2025 | 713 | $13.6B |
| Q4 2024 | 716 | $15.3B |
| Q3 2024 | 669 | $12.5B |
| Q2 2024 | 658 | $10.6B |
| Q1 2024 | 674 | $11.8B |
| Q4 2023 | 699 | $13.1B |
| Q3 2023 | 646 | $12.3B |
| Q2 2023 | 653 | $11.5B |
| Q1 2023 | 659 | $12.2B |
| Q4 2022 | 654 | $10.9B |
| Q3 2022 | 663 | $11.8B |
| Q2 2022 | 755 | $17.1B |
| Q1 2022 | 768 | $18.1B |
| Q4 2021 | 817 | $28.4B |
| Q3 2021 | 877 | $38.4B |
| Q2 2021 | 946 | $54.0B |
| Q1 2021 | 935 | $40.9B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 1,007 | $263.0K | 0.01% | −20−1.9% | Reduced |
| Insight Folios Inc | 1,004 | $263.0K | 0.14% | +1,004 | New |
| Karp Capital Management Corp | 1,000 | $262.0K | 0.04% | +200+25.0% | Added |
| Chelsea Counsel Co | 1,000 | $262.0K | 0.12% | +400+66.7% | Added |
| Beacon Pointe Advisors, LLC | 988 | $258.0K | 0.01% | +12+1.2% | Added |
| Fulcrum Asset Management LLP | – | $255.0K | 0.13% | – | – |
| Carroll Financial Associates, Inc. | 964 | $252.0K | 0.01% | −286−22.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 955 | $250.0K | 0.07% | −52−5.2% | Reduced |
| NorthCoast Asset Management LLC | 954 | $249.0K | 0.01% | −12−1.2% | Reduced |
| Rathbone Brothers plc | 946 | $247.0K | 0.00% | −35−3.6% | Reduced |
| Kore Private Wealth LLC | 944 | $247.0K | 0.03% | −3−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 942 | $247.0K | 0.02% | +103+12.3% | Added |
| Arkadios Wealth Advisors | 944 | $246.0K | 0.04% | −475−33.5% | Reduced |
| First Manhattan Co | 941 | $246.0K | 0.00% | +7+0.7% | Added |
| Summit Trail Advisors, LLC | 936 | $245.0K | 0.02% | +394+72.7% | Added |
| FineMark National Bank & Trust | 932 | $244.0K | 0.01% | −40−4.1% | Reduced |
| Ingalls & Snyder LLC | 930 | $243.0K | 0.01% | −2−0.2% | Reduced |
| Prio Wealth Limited Partnership | 930 | $243.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 925 | $242.0K | 0.13% | +600+184.6% | Added |
| Koshinski Asset Management, Inc. | 923 | $241.4K | 0.02% | +5+0.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 919 | $240.0K | 0.09% | +5+0.5% | Added |
| Engineers Gate Manager LP | 909 | $238.0K | 0.01% | +909 | New |
| Vanguard Capital Wealth Advisors | 910 | $237.0K | 0.18% | 00.0% | Unchanged |
| Firestone Capital Management | 612 | $237.0K | 0.08% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 900 | $235.3K | 0.00% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 900 | $235.0K | 0.66% | +900 | New |
| Keel Point, LLC | 887 | $232.0K | 0.03% | +26+3.0% | Added |
| Signature Estate & Investment Advisors LLC | 881 | $230.0K | 0.01% | −8−0.9% | Reduced |
| Capital Planning LLC | 880 | $230.0K | 0.09% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 878 | $230.0K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 868 | $227.0K | 0.03% | +164+23.3% | Added |
| Manchester Capital Management LLC | 860 | $225.0K | 0.03% | +20+2.4% | Added |
| Signature Wealth Management Partners, LLC | 841 | $220.0K | 0.20% | 00.0% | Unchanged |
| Montecito Bank & Trust | 835 | $218.0K | 0.04% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 832 | $217.0K | 0.05% | +183+28.2% | Added |
| Westchester Capital Management, LLC | 828 | $216.0K | 0.01% | +828 | New |
| Private Portfolio Partners LLC | 824 | $215.5K | 0.06% | +76+10.2% | Added |
| QCM Cayman, Ltd. | 821 | $215.0K | 0.59% | +116+16.5% | Added |
| Staley Capital Advisers Inc | 820 | $214.0K | 0.01% | −100−10.9% | Reduced |
| Boston Private Wealth LLC | 809 | $212.0K | 0.00% | −123−13.2% | Reduced |
| Lavaca Capital LLC | 810 | $212.0K | 0.11% | 00.0% | Unchanged |
| CNB Bank | 812 | $212.0K | 0.13% | +174+27.3% | Added |
| Laurel Wealth Advisors, Inc. | 803 | $210.0K | 0.04% | −476−37.2% | Reduced |
| Paradigm Asset Management Co LLC | 800 | $209.2K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 800 | $209.0K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 789 | $206.0K | 0.00% | +108+15.9% | Added |
| Balasa Dinverno & Foltz LLC | 783 | $205.0K | 0.01% | −299−27.6% | Reduced |
| Greenleaf Trust | 785 | $205.0K | 0.00% | −24−3.0% | Reduced |
| Blue Fin Capital, Inc. | 781 | $204.0K | 0.06% | −25−3.1% | Reduced |
| Northeast Financial Consultants Inc | 779 | $204.0K | 0.01% | 00.0% | Unchanged |
| Holderness Investments Co | 782 | $204.0K | 0.07% | +782 | New |
| Front Row Advisors LLC | 752 | $197.0K | 0.08% | +250+49.8% | Added |
| First Pacific Advisors, LP | 745 | $195.0K | 0.00% | +215+40.6% | Added |
| HM Payson & Co | 735 | $192.0K | 0.00% | −70−8.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 732 | $191.0K | 0.01% | +487+198.8% | Added |
| Proequities, Inc. | 721 | $189.0K | 0.01% | +106+17.2% | Added |
| Penserra Capital Management LLC | 716 | $187.0K | 0.00% | +71+11.0% | Added |
| IFP Advisors, Inc | 691 | $186.0K | 0.00% | +212+44.3% | Added |
| Federated Hermes, Inc. | 702 | $184.0K | 0.00% | −16−2.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 682 | $179.0K | 0.00% | +607+809.3% | Added |
| Brewin Dolphin Ltd | 637 | $166.6K | 0.01% | −29−4.4% | Reduced |
| Natixis Investment Managers International | 630 | $164.0K | 0.01% | +474+303.8% | Added |
| Cribstone Capital Management, LLC | 600 | $157.0K | 0.09% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 591 | $155.0K | 0.12% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 585 | $153.0K | 0.01% | +423+261.1% | Added |
| Quadrant Capital Group LLC | 569 | $149.0K | 0.02% | −134−19.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 569 | $149.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 541 | $141.0K | 0.02% | −194−26.4% | Reduced |
| HighMark Wealth Management LLC | 522 | $137.0K | 0.10% | 00.0% | Unchanged |
| TSFG, LLC | 510 | $133.0K | 0.05% | +25+5.2% | Added |
| Sawyer & Company, Inc | 500 | $131.0K | 0.06% | 00.0% | Unchanged |
| Shay Capital LLC | 500 | $131.0K | 0.04% | +500 | New |
| CKW Financial Group | 475 | $127.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 467 | $122.0K | 0.03% | −398−46.0% | Reduced |
| Central Trust Co | 452 | $118.0K | 0.00% | −100−18.1% | Reduced |
| Capital Analysts, LLC | 433 | $113.0K | 0.01% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 429 | $112.0K | 0.02% | +429 | New |
| Smith Group Asset Management, LLC | 430 | $112.0K | 0.01% | +430 | New |
| Sandy Spring Bank | 422 | $110.0K | 0.01% | +75+21.6% | Added |
| Covington Capital Management | 400 | $105.0K | 0.00% | −2,055−83.7% | Reduced |
| Kozak & Associates, Inc. | 400 | $105.0K | 0.06% | +400 | New |
| First Horizon Advisors, Inc. | 396 | $103.0K | 0.00% | +190+92.2% | Added |
| Garde Capital, Inc. | 388 | $101.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 375 | $98.0K | 0.02% | 00.0% | Unchanged |
| Seeyond | 357 | $93.0K | 0.01% | −4−1.1% | Reduced |
| Glassman Wealth Services | 351 | $92.0K | 0.02% | −8−2.2% | Reduced |
| Wagner Wealth Management, LLC | 330 | $91.0K | 0.07% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 343 | $90.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $85.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 317 | $82.9K | 0.02% | +177+126.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 310 | $81.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 310 | $81.0K | 0.00% | +38+14.0% | Added |
| TCI Wealth Advisors, Inc. | 308 | $81.0K | 0.01% | +36+13.2% | Added |
| Wealth Quarterback LLC | 300 | $79.0K | 0.05% | −190−38.8% | Reduced |
| Huntington National Bank | 300 | $78.0K | 0.00% | −44−12.8% | Reduced |
| Creative Financial Designs Inc | 298 | $78.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 298 | $78.0K | 0.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 293 | $77.0K | 0.01% | −2−0.7% | Reduced |
| Sound Income Strategies, LLC | 291 | $76.0K | 0.01% | +291 | New |
| Johnson Financial Group, Inc. | 287 | $75.0K | 0.01% | −87−23.3% | Reduced |