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, Q1 2022
Institutional positions in Zoom Communications, Inc. as of Mar 31, 2022. 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
- 768
- −41 vs. Q4 2021
- Shares held
- 154.4M
- +280.1K (+0.2%) vs. Q4 2021
- Total value
- $18.1B
- −$10.3B (−36.2%) vs. Q4 2021
- New holders
- 124
- 283 more added
- Sold out
- 165
- 227 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 77 | $9.00K | 0.00% | −6−7.2% | Reduced |
| Tradition Wealth Management, LLC | 75 | $9.00K | 0.00% | −5−6.3% | Reduced |
| Washington Trust Co | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 79 | $9.00K | 0.00% | +7+9.7% | Added |
| Endurance Wealth Management, Inc. | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 82 | $9.61K | 0.00% | +82 | New |
| Tradewinds Capital Management, LLC | 86 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 83 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 82 | $10.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 85 | $10.0K | 0.01% | +85 | New |
| Key Financial Inc | 90 | $11.0K | 0.01% | −100−52.6% | Reduced |
| Mascoma Wealth Management LLC | 92 | $11.0K | 0.00% | −49−34.8% | Reduced |
| San Luis Wealth Advisors LLC | 58 | $11.0K | 0.01% | +58 | New |
| Glen Eagle Advisors, LLC | 95 | $11.1K | 0.00% | +50+111.1% | Added |
| Herold Advisors, Inc. | 100 | $11.7K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 102 | $12.0K | 0.00% | +102 | New |
| Howe & Rusling Inc | 105 | $12.0K | 0.00% | −178−62.9% | Reduced |
| Ahrens Investment Partners LLC | 100 | $12.0K | 0.00% | −25−20.0% | Reduced |
| CKW Financial Group | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 100 | $12.0K | 0.00% | +100 | New |
| Financial Management Professionals, Inc. | 100 | $12.0K | 0.00% | +100 | New |
| Rockbridge Investment Management, LCC | 104 | $12.3K | 0.00% | +3+3.0% | Added |
| Estabrook Capital Management | 107 | $12.5K | 0.00% | −30−21.9% | Reduced |
| Financial Perspectives, Inc | 108 | $12.7K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 107 | $13.0K | 0.01% | −43−28.7% | Reduced |
| Clean Yield Group | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 114 | $13.0K | 0.01% | +25+28.1% | Added |
| Bartlett & Co. LLC | 111 | $13.0K | 0.00% | +111 | New |
| Bartlett & Co. Wealth Management LLC | 111 | $13.0K | 0.00% | +111 | New |
| Global Trust Asset Management, LLC | 119 | $14.0K | 0.01% | −40−25.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 119 | $14.0K | 0.00% | +2+1.7% | Added |
| Orion Capital Management LLC | 119 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 125 | $15.0K | 0.00% | −6,302−98.1% | Reduced |
| Quent Capital, LLC | 138 | $16.0K | 0.00% | −831−85.8% | Reduced |
| HHM Wealth Advisors, LLC | 133 | $16.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 141 | $16.0K | 0.00% | +42+42.4% | Added |
| Hantz Financial Services, Inc. | 138 | $16.0K | 0.00% | +138 | New |
| Stephens Consulting, LLC | 143 | $16.8K | 0.01% | +40+38.8% | Added |
| Bedel Financial Consulting, Inc. | 144 | $17.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 152 | $17.0K | 0.00% | +152 | New |
| Vienna Asset Management LLC | 150 | $18.0K | 0.02% | −3,190−95.5% | Reduced |
| Sandy Spring Bank | 149 | $18.0K | 0.00% | −501−77.1% | Reduced |
| City State Bank | 155 | $18.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 156 | $18.0K | 0.00% | +2+1.3% | Added |
| Sittner & Nelson, LLC | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 151 | $18.0K | 0.01% | +10+7.1% | Added |
| Westside Investment Management, Inc. | 154 | $18.0K | 0.00% | +22+16.7% | Added |
| BDO Wealth Advisors, LLC | 157 | $18.0K | 0.00% | +32+25.6% | Added |
| Sargent Bickham Lagudis LLC | 156 | $18.0K | 0.00% | +39+33.3% | Added |
| Parkside Financial Bank & Trust | 160 | $19.0K | 0.01% | +27+20.3% | Added |
| EverSource Wealth Advisors, LLC | 169 | $20.0K | 0.01% | −26−13.3% | Reduced |
| DeDora Capital, Inc. | 174 | $20.0K | 0.01% | +174 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $21.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 175 | $21.0K | 0.01% | +49+38.9% | Added |
| Highlander Capital Management, LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 205 | $24.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 207 | $24.0K | 0.02% | +207 | New |
| Mark Sheptoff Financial Planning, LLC | 210 | $25.0K | 0.01% | −100−32.3% | Reduced |
| BIT Capital GmbH | 218 | $25.6K | 0.00% | −59,511−99.6% | Reduced |
| Hanson & Doremus Investment Management | 223 | $26.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 225 | $26.4K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 230 | $27.0K | 0.00% | −230−50.0% | Reduced |
| Salem Investment Counselors Inc | 230 | $27.0K | 0.00% | +15+7.0% | Added |
| Huntington National Bank | 234 | $27.0K | 0.00% | +34+17.0% | Added |
| Neo Ivy Capital Management | 234 | $28.0K | 0.03% | −547−70.0% | Reduced |
| Rise Advisors, LLC | 241 | $28.0K | 0.03% | +97+67.4% | Added |
| GHP Investment Advisors, Inc. | 250 | $29.0K | 0.00% | +250 | New |
| Patriot Financial Group Insurance Agency, LLC | 256 | $30.0K | 0.01% | +8+3.2% | Added |
| Nauset Wealth Management. LLC | 252 | $30.0K | 0.02% | +252 | New |
| North Star Investment Management Corp. | 265 | $31.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 268 | $31.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 260 | $31.0K | 0.01% | +184+242.1% | Added |
| Toth Financial Advisory Corp | 277 | $32.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 275 | $32.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 282 | $33.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 293 | $34.0K | 0.03% | −4−1.3% | Reduced |
| Sound Income Strategies, LLC | 294 | $34.0K | 0.00% | +3+1.0% | Added |
| JFS Wealth Advisors, LLC | 294 | $34.0K | 0.00% | +75+34.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 294 | $34.0K | 0.01% | +114+63.3% | Added |
| Whittier Trust Co | 302 | $35.0K | 0.00% | −200−39.8% | Reduced |
| Allworth Financial LP | 301 | $35.0K | 0.00% | −111−26.9% | Reduced |
| Creative Financial Designs Inc | 298 | $35.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 298 | $35.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 301 | $35.0K | 0.00% | +100+49.8% | Added |
| Cambridge Trust Co | 317 | $37.0K | 0.00% | −106−25.1% | Reduced |
| CenterStar Asset Management, LLC | – | $37.0K | 0.03% | – | New |
| AdvisorNet Financial, Inc | 344 | $40.0K | 0.00% | −207−37.6% | Reduced |
| Trustcore Financial Services, LLC | 343 | $40.0K | 0.00% | +68+24.7% | Added |
| Bellevue Asset Management, LLC | 260 | $40.0K | 0.02% | −5−1.9% | Reduced |
| Kozak & Associates, Inc. | 400 | $41.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 351 | $41.0K | 0.00% | +201+134.0% | Added |
| Kelly Lawrence W & Associates Inc | 375 | $44.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 394 | $46.0K | 0.03% | +171+76.7% | Added |