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, Q4 2021
Institutional positions in Zoom Communications, Inc. as of Dec 31, 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
- 817
- −45 vs. Q3 2021
- Shares held
- 154.2M
- +7.29M (+5.0%) vs. Q3 2021
- Total value
- $28.4B
- −$10.1B (−26.2%) vs. Q3 2021
- New holders
- 151
- 275 more added
- Sold out
- 196
- 278 more reduced
15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 310 | $57.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 313 | $58.0K | 0.01% | −256−45.0% | Reduced |
| Capital Analysts, LLC | 331 | $61.0K | 0.00% | −102−23.6% | Reduced |
| TCI Wealth Advisors, Inc. | 338 | $62.0K | 0.01% | +30+9.7% | Added |
| Seeyond | 357 | $65.0K | 0.01% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 360 | $66.0K | 0.06% | +360 | New |
| Brewin Dolphin Ltd | 460 | $69.0K | 0.00% | −177−27.8% | Reduced |
| Kelly Lawrence W & Associates Inc | 375 | $69.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 412 | $76.0K | 0.00% | +102+32.9% | Added |
| Bessemer Group Inc | 421 | $77.0K | 0.00% | −776−64.8% | Reduced |
| Cambridge Trust Co | 423 | $78.0K | 0.00% | +423 | New |
| Central Trust Co | 452 | $83.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $92.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 502 | $92.0K | 0.00% | +177+54.5% | Added |
| Anchor Investment Management, LLC | 501 | $92.1K | 0.01% | +501 | New |
| Migdal Insurance & Financial Holdings Ltd. | 506 | $96.0K | 0.00% | −63−11.1% | Reduced |
| HighMark Wealth Management LLC | 522 | $96.0K | 0.06% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 531 | $101.0K | 0.02% | −5,110−90.6% | Reduced |
| AdvisorNet Financial, Inc | 551 | $101.0K | 0.01% | −34−5.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 572 | $105.0K | 0.00% | −4,562−88.9% | Reduced |
| Concord Wealth Partners | 584 | $107.0K | 0.03% | +443+314.2% | Added |
| Larson Financial Group LLC | 587 | $108.0K | 0.02% | +457+351.5% | Added |
| Optimum Investment Advisors | 590 | $109.0K | 0.04% | −450−43.3% | Reduced |
| McCarthy Asset Management, Inc. | 591 | $109.0K | 0.07% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 600 | $110.0K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 602 | $110.0K | 0.00% | +602 | New |
| ICICI Prudential Asset Management Co Ltd | 597 | $110.0K | 0.01% | +597 | New |
| Harbour Investments, Inc. | 609 | $112.0K | 0.01% | −1,082−64.0% | Reduced |
| Smith Group Asset Management, LLC | 430 | $112.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 650 | $120.0K | 0.01% | +228+54.0% | Added |
| Edmond de Rothschild Holding S.A. | 665 | $123.0K | 0.00% | −17−2.5% | Reduced |
| Paradigm Asset Management Co LLC | 700 | $128.7K | 0.03% | −100−12.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 702 | $129.0K | 0.01% | −30−4.1% | Reduced |
| New York State Teachers Retirement System | 700 | $129.0K | 0.00% | +700 | New |
| First Horizon Advisors, Inc. | 752 | $137.0K | 0.00% | +356+89.9% | Added |
| Front Row Advisors LLC | 752 | $138.0K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 749 | $138.0K | 0.04% | +611+442.8% | Added |
| Neo Ivy Capital Management | 781 | $144.0K | 0.21% | +781 | New |
| Proequities, Inc. | 786 | $145.0K | 0.01% | +65+9.0% | Added |
| Federated Hermes, Inc. | 789 | $145.0K | 0.00% | +87+12.4% | Added |
| Sterling Investment Advisors, Ltd. | 800 | $147.0K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $147.0K | 0.28% | +800 | New |
| HM Payson & Co | 804 | $148.0K | 0.00% | +69+9.4% | Added |
| Koshinski Asset Management, Inc. | 813 | $149.5K | 0.01% | −110−11.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 832 | $151.0K | 0.00% | −580−41.1% | Reduced |
| First Quadrant L P | 841 | $155.0K | 0.02% | −952−53.1% | Reduced |
| Manchester Capital Management LLC | 860 | $158.0K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 914 | $168.0K | 0.00% | +198+27.7% | Added |
| CoreCap Advisors, LLC | 921 | $169.0K | 0.01% | +921 | New |
| TD Waterhouse Canada Inc. | 869 | $170.7K | 0.00% | +869 | New |
| IFP Advisors, Inc | 935 | $171.0K | 0.00% | +244+35.3% | Added |
| First Manhattan Co | 941 | $173.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 951 | $175.0K | 0.00% | −77−7.5% | Reduced |
| CNB Bank | 964 | $177.0K | 0.10% | +152+18.7% | Added |
| Quent Capital, LLC | 969 | $178.0K | 0.04% | +969 | New |
| Carroll Financial Associates, Inc. | 955 | $179.0K | 0.01% | −9−0.9% | Reduced |
| Selective Wealth Management, Inc. | 1,025 | $189.0K | 0.08% | +100+10.8% | Added |
| Moors & Cabot, Inc. | 1,093 | $201.0K | 0.01% | +63+6.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,100 | $202.0K | 0.04% | −72−6.1% | Reduced |
| West Family Investments, Inc. | 1,098 | $202.0K | 0.06% | +1,098 | New |
| Vanguard Capital Wealth Advisors | 1,110 | $204.0K | 0.15% | +200+22.0% | Added |
| Keybank National Association | 1,118 | $206.0K | 0.00% | −1,027−47.9% | Reduced |
| Western Wealth Management, LLC | 1,098 | $206.0K | 0.02% | +1,098 | New |
| Budros, Ruhlin & Roe, Inc. | 1,147 | $211.0K | 0.02% | −593−34.1% | Reduced |
| Hoylecohen, LLC | 1,149 | $211.0K | 0.02% | +1,149 | New |
| Echo Street Capital Management LLC | 1,159 | $213.0K | 0.00% | −165−12.5% | Reduced |
| Freestone Capital Holdings, LLC | 1,159 | $213.0K | 0.01% | −25−2.1% | Reduced |
| Weiss Asset Management LP | 1,170 | $215.0K | 0.01% | +1,170 | New |
| Sheaff Brock Investment Advisors, LLC | 1,187 | $219.0K | 0.02% | −404−25.4% | Reduced |
| Jefferies Group LLC | 1,200 | $220.7K | 0.00% | −14,200−92.2% | Reduced |
| Spearhead Capital Advisors, LLC | 1,214 | $223.0K | 0.03% | +17+1.4% | Added |
| Paragon Advisors, LLC | 1,222 | $225.0K | 0.11% | +80+7.0% | Added |
| Fukoku Mutual Life Insurance Co | 1,230 | $226.0K | 0.02% | +40+3.4% | Added |
| Rehmann Capital Advisory Group | 1,229 | $226.0K | 0.02% | +1,229 | New |
| U.S. Capital Wealth Advisors, LLC | 1,234 | $227.0K | 0.01% | −106−7.9% | Reduced |
| CWM, LLC | 1,267 | $233.0K | 0.00% | +1,267 | New |
| Yarbrough Capital, LLC | 1,275 | $234.0K | 0.01% | +1,275 | New |
| JT Stratford LLC | 1,284 | $236.0K | 0.06% | +53+4.3% | Added |
| Crossmark Global Holdings, Inc. | 1,290 | $237.0K | 0.01% | +20+1.6% | Added |
| Geneos Wealth Management Inc. | 1,298 | $238.0K | 0.01% | −133−9.3% | Reduced |
| Great Valley Advisor Group, Inc. | 962 | $240.0K | 0.01% | +20+2.1% | Added |
| Bridgefront Capital, LLC | 1,310 | $241.0K | 0.23% | −1,909−59.3% | Reduced |
| Wealthcare Advisory Partners LLC | 1,311 | $241.0K | 0.01% | −492−27.3% | Reduced |
| Truvestments Capital LLC | 1,327 | $244.0K | 0.12% | +31+2.4% | Added |
| Magnetar Financial LLC | 1,334 | $245.0K | 0.00% | +1,334 | New |
| Means Investment Co., Inc. | 1,352 | $249.0K | 0.04% | −277−17.0% | Reduced |
| Yorktown Management & Research Co Inc | 1,353 | $249.0K | 0.17% | +1,353 | New |
| Quantamental Technologies LLC | 1,362 | $250.0K | 0.13% | −1,751−56.2% | Reduced |
| Fifth Third Bancorp | 1,364 | $251.0K | 0.00% | +50+3.8% | Added |
| Meridian Wealth Management, LLC | 1,378 | $253.0K | 0.03% | −2,130−60.7% | Reduced |
| Fulcrum Asset Management LLP | – | $255.0K | 0.12% | – | – |
| 1776 Wealth LLC | 1,400 | $257.0K | 0.14% | −1,560−52.7% | Reduced |
| Joel Isaacson & Co., LLC | 1,411 | $259.0K | 0.02% | −12−0.8% | Reduced |
| GraniteShares Advisors LLC | 1,415 | $260.0K | 0.12% | +1,415 | New |
| Sowa Financial Group, Inc. | 1,427 | $262.0K | 0.15% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,434 | $263.0K | 0.02% | +1,434 | New |
| Pluribus Labs, LLC | 1,443 | $265.0K | 0.28% | +1,443 | New |
| Baldwin Brothers Inc | 1,445 | $266.0K | 0.03% | +120+9.1% | Added |
| Corient Capital Partners, LLC | 1,452 | $267.0K | 0.02% | +63+4.5% | Added |
| Helios Capital Management Pte. Ltd | 1,450 | $267.0K | 0.24% | +1,450 | New |