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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 501 | $92.1K | 0.01% | +501 | New |
| Sawyer & Company, Inc | 500 | $92.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 502 | $92.0K | 0.00% | +177+54.5% | Added |
| Central Trust Co | 452 | $83.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 423 | $78.0K | 0.00% | +423 | New |
| Bessemer Group Inc | 421 | $77.0K | 0.00% | −776−64.8% | Reduced |
| Allworth Financial LP | 412 | $76.0K | 0.00% | +102+32.9% | Added |
| 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 |
| KRS Capital Management, LLC | 360 | $66.0K | 0.06% | +360 | New |
| Seeyond | 357 | $65.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 338 | $62.0K | 0.01% | +30+9.7% | Added |
| Capital Analysts, LLC | 331 | $61.0K | 0.00% | −102−23.6% | Reduced |
| Quadrant Capital Group LLC | 313 | $58.0K | 0.01% | −256−45.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 310 | $57.0K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 298 | $56.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 300 | $55.0K | 0.04% | −30−9.1% | Reduced |
| Twin Lakes Capital Management, LLC | 298 | $55.0K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 297 | $55.0K | 0.05% | +297 | New |
| Sound Income Strategies, LLC | 291 | $54.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 282 | $52.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 283 | $52.0K | 0.01% | +100+54.6% | Added |
| Brown Brothers Harriman & Co | 279 | $51.0K | 0.00% | −510−64.6% | Reduced |
| Trustcore Financial Services, LLC | 275 | $51.0K | 0.01% | −68−19.8% | Reduced |
| Toth Financial Advisory Corp | 277 | $51.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 275 | $51.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 268 | $49.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 265 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 265 | $49.0K | 0.03% | +5+1.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 248 | $46.0K | 0.01% | −45−15.4% | Reduced |
| Johnson Financial Group, Inc. | 246 | $45.0K | 0.00% | −41−14.3% | Reduced |
| Cornerstone Advisory, LLC | 239 | $44.0K | 0.01% | +239 | New |
| Trust Co of Vermont | 233 | $43.0K | 0.00% | +233 | New |
| Signet Financial Management, LLC | 228 | $42.0K | 0.01% | +228 | New |
| Brown, Lisle/Cummings, Inc. | 225 | $41.4K | 0.02% | +225 | New |
| Kozak & Associates, Inc. | 400 | $41.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 223 | $41.0K | 0.01% | −7−3.0% | Reduced |
| Covestor Ltd | 223 | $41.0K | 0.06% | +223 | New |
| JFS Wealth Advisors, LLC | 219 | $40.0K | 0.00% | +9+4.3% | Added |
| Salem Investment Counselors Inc | 215 | $40.0K | 0.00% | +15+7.5% | Added |
| Amplius Wealth Advisors, LLC | 220 | $40.0K | 0.01% | +220 | New |
| Ancora Advisors, LLC | 211 | $39.0K | 0.00% | +51+31.9% | Added |
| Harvest Fund Management Co., Ltd | 201 | $38.0K | 0.01% | −266−57.0% | Reduced |
| Tyler-Stone Wealth Management | 205 | $38.0K | 0.02% | +205 | New |
| Huntington National Bank | 200 | $37.0K | 0.00% | −100−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 202 | $37.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 201 | $37.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $37.0K | 0.02% | +100+100.0% | Added |
| EverSource Wealth Advisors, LLC | 195 | $36.0K | 0.01% | +195 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 193 | $35.0K | 0.00% | −25,000−99.2% | Reduced |
| Key Financial Inc | 190 | $35.0K | 0.02% | +180+1,800.0% | Added |
| Castleview Partners, LLC | 6,436 | $35.0K | 0.00% | +6,436 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $33.0K | 0.00% | −3−1.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 180 | $33.0K | 0.01% | +13+7.8% | Added |
| Snowden Capital Advisors LLC | 184 | $33.0K | 0.00% | +184 | New |
| Reilly Financial Advisors, LLC | 176 | $32.0K | 0.00% | +100+131.6% | Added |
| Burleson & Company, LLC | 170 | $31.0K | 0.00% | −95−35.8% | Reduced |
| Mizuho Securities Co. Ltd. | 156 | $29.0K | 0.01% | −1,000−86.5% | Reduced |
| Global Trust Asset Management, LLC | 159 | $29.0K | 0.01% | +145+1,035.7% | Added |
| City State Bank | 155 | $29.0K | 0.02% | +155 | New |
| Sittner & Nelson, LLC | 150 | $28.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 150 | $28.0K | 0.00% | +50+50.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $28.0K | 0.02% | +64+74.4% | Added |
| Ellevest, Inc. | 150 | $28.0K | 0.00% | +73+94.8% | Added |
| BerganKDV Wealth Management, LLC | 154 | $28.0K | 0.00% | +91+144.4% | Added |
| Rise Advisors, LLC | 144 | $26.5K | 0.03% | +144 | New |
| Bamco Inc | 143 | $26.0K | 0.00% | −31,214−99.5% | Reduced |
| Bedel Financial Consulting, Inc. | 144 | $26.0K | 0.01% | −25−14.8% | Reduced |
| PSI Advisors, LLC | 141 | $26.0K | 0.01% | −15−9.6% | Reduced |
| Cordasco Financial Network | 142 | $26.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 141 | $26.0K | 0.01% | +49+53.3% | Added |
| Estabrook Capital Management | 137 | $25.2K | 0.00% | +30+28.0% | Added |
| HHM Wealth Advisors, LLC | 133 | $24.0K | 0.01% | −6−4.3% | Reduced |
| Westside Investment Management, Inc. | 132 | $24.0K | 0.00% | +7+5.6% | Added |
| Parkside Financial Bank & Trust | 133 | $24.0K | 0.01% | +39+41.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $23.0K | 0.00% | −77−37.7% | Reduced |
| State of Wyoming | 127 | $23.0K | 0.01% | −48−27.4% | Reduced |
| BDO Wealth Advisors, LLC | 125 | $23.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 126 | $23.0K | 0.01% | +113+869.2% | Added |
| Ahrens Investment Partners LLC | 125 | $23.0K | 0.01% | +125 | New |
| Massmutual Trust Co FSB | 117 | $22.0K | 0.00% | −81−40.9% | Reduced |
| Sargent Bickham Lagudis LLC | 117 | $22.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 119 | $22.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 115 | $21.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 113 | $21.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 115 | $21.0K | 0.01% | +115 | New |
| CKW Financial Group | 100 | $20.0K | 0.00% | −375−78.9% | Reduced |
| Financial Perspectives, Inc | 108 | $19.9K | 0.01% | −26−19.4% | Reduced |
| Rockbridge Investment Management, LCC | 101 | $19.0K | 0.00% | −16−13.7% | Reduced |
| Stephens Consulting, LLC | 103 | $18.9K | 0.02% | +103 | New |
| Meeder Asset Management Inc | 99 | $18.0K | 0.00% | −22−18.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $18.0K | 0.01% | +49+96.1% | Added |
| Baystate Wealth Management LLC | 100 | $18.0K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 100 | $18.0K | 0.01% | +100 | New |
| Outfitter Financial LLC | 95 | $17.0K | 0.01% | +95 | New |
| Ogorek Anthony Joseph | 89 | $16.0K | 0.01% | 00.0% | Unchanged |