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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 2022

Institutional positions in Zoom Communications, Inc. as of Dec 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
654
+7 vs. Q3 2022
Shares held
161.9M
+2.36M (+1.5%) vs. Q3 2022
Total value
$10.9B
−$833.4M (−7.1%) vs. Q3 2022
New holders
91
179 more added
Sold out
84
249 more reduced

16 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 654 institutions
Q1 2021: 935 institutionsQ2 2021: 946 institutionsQ3 2021: 877 institutionsQ4 2021: 817 institutionsQ1 2022: 768 institutionsQ2 2022: 755 institutionsQ3 2022: 663 institutionsQ4 2022: 654 institutionsQ1 2023: 659 institutionsQ2 2023: 653 institutionsQ3 2023: 646 institutionsQ4 2023: 699 institutionsQ1 2024: 674 institutionsQ2 2024: 658 institutionsQ3 2024: 669 institutionsQ4 2024: 716 institutionsQ1 2025: 713 institutionsQ2 2025: 720 institutionsQ3 2025: 754 institutionsQ4 2025: 825 institutionsQ1 2026: 820 institutionsQ2 2026: 875 institutions
Value heldQ4 2022: $10.9B
Q1 2021: $40.9BQ2 2021: $54.0BQ3 2021: $38.4BQ4 2021: $28.4BQ1 2022: $18.1BQ2 2022: $17.1BQ3 2022: $11.8BQ4 2022: $10.9BQ1 2023: $12.2BQ2 2023: $11.5BQ3 2023: $12.3BQ4 2023: $13.1BQ1 2024: $11.8BQ2 2024: $10.6BQ3 2024: $12.5BQ4 2024: $15.3BQ1 2025: $13.6BQ2 2025: $14.7BQ3 2025: $15.8BQ4 2025: $17.5BQ1 2026: $15.8BQ2 2026: $17.5B
Institutions holding ZM and their total value by quarter
QuarterHoldersValue
Q2 2026875$17.5B
Q1 2026820$15.8B
Q4 2025825$17.5B
Q3 2025754$15.8B
Q2 2025720$14.7B
Q1 2025713$13.6B
Q4 2024716$15.3B
Q3 2024669$12.5B
Q2 2024658$10.6B
Q1 2024674$11.8B
Q4 2023699$13.1B
Q3 2023646$12.3B
Q2 2023653$11.5B
Q1 2023659$12.2B
Q4 2022654$10.9B
Q3 2022663$11.8B
Q2 2022755$17.1B
Q1 2022768$18.1B
Q4 2021817$28.4B
Q3 2021877$38.4B
Q2 2021946$54.0B
Q1 2021935$40.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q3 2022.

Institutions holding ZM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC300$00.00%+283+1,664.7%Added
McClarren Financial Advisors, Inc.14$00.00%00.0%Unchanged
Steward Financial Group LLC6$00.00%+6New
Brown Brothers Harriman & Co1$680.00%−15−93.8%Reduced
True Wealth Design, LLC1$680.00%+1New
Halpern Financial, Inc.1$680.00%+1New
Raleigh Capital Management Inc.1$930.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC2$1350.00%−280−99.3%Reduced
Hallmark Capital Management Inc2$1350.00%−3−60.0%Reduced
Institutional & Family Asset Management, LLC2$1350.00%00.0%Unchanged
Sofos Investments, Inc.68$1650.00%+68New
Delos Wealth Advisors, LLC3$2030.00%00.0%Unchanged
Baldwin Brothers Inc4$2710.00%−1,521−99.7%Reduced
Disciplined Investments, LLC4$2710.00%−6−60.0%Reduced
SJS Investment Consulting Inc.4$2710.00%−3−42.9%Reduced
Duncker Streett & Co Inc5$3390.00%00.0%Unchanged
West Branch Capital LLC5$3390.00%00.0%Unchanged
Wolff Wiese Magana LLC5$3390.00%00.0%Unchanged
Financial Avengers, Inc.5$3390.00%00.0%Unchanged
Fiduciary Alliance LLC6$4060.00%+6New
Tucker Asset Management LLC6$4080.00%−11−64.7%Reduced
Coppell Advisory Solutions LLC7$4740.00%+7New
Coppell Advisory Solutions Corp.7$4740.00%+7New
New Hampshire Trust7$4740.00%+7New
Financial Freedom, LLC7$4740.00%+7New
Atticus Wealth Management, LLC8$5420.00%−47−85.5%Reduced
Baker Avenue Asset Management, LP8$5420.00%+8New
Berkshire Capital Holdings Inc10$6770.00%00.0%Unchanged
Hartford Financial Management Inc.10$6770.00%00.0%Unchanged
MCF Advisors LLC10$6770.00%00.0%Unchanged
Burleson & Company, LLC10$6770.00%00.0%Unchanged
Accel Wealth Management10$6770.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC10$6770.00%+10New
Armstrong Advisory Group, Inc10$6770.00%+10New
ICA Group Wealth Management, LLC10$6770.00%+10New
Freedom Wealth Alliance, LLC11$7450.00%+11New
DT Investment Partners, LLC12$8130.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group12$8130.00%−1−7.7%Reduced
Schubert & Co13$8810.00%+9+225.0%Added
Castleview Partners, LLC14$9480.00%00.0%Unchanged
Massmutual Trust Co FSB9$1.00K0.00%−154−94.5%Reduced
Asset Dedication, LLC20$1.00K0.00%−26−56.5%Reduced
Carolina Wealth Advisors, LLC13$1.00K0.00%00.0%Unchanged
Sierra Capital LLC18$1.00K0.00%00.0%Unchanged
TSFG, LLC15$1.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC12$1.00K0.00%00.0%Unchanged
Missouri Trust & Investment Co20$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP15$1.00K0.00%+15New
Grove Bank & Trust21$1.00K0.00%+21New
VitalStone Financial, LLC18$1.00K0.00%+18New
Heritage Wealth Management, LLC16$1.08K0.00%+8+100.0%Added
Clearview Wealth Advisors LLC16$1.08K0.00%+6+60.0%Added
Focused Wealth Management, Inc17$1.15K0.00%−255−93.8%Reduced
Zions Bancorporation, N.A.17$1.15K0.00%−75−81.5%Reduced
Center for Financial Planning, Inc.17$1.15K0.00%00.0%Unchanged
Madden Securities Corp17$1.15K0.00%+17New
PayPay Securities Corp17$1.15K0.08%+17New
Raffa Wealth Management, LLC18$1.22K0.00%00.0%Unchanged
Field & Main Bank20$1.35K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC20$1.35K0.00%−142−87.7%Reduced
Clearstead Advisors, LLC20$1.35K0.00%00.0%Unchanged
IAG Wealth Partners, LLC20$1.35K0.00%00.0%Unchanged
Retirement Financial Solutions, LLC20$1.35K0.00%+20New
RFP Financial Group LLC22$1.49K0.00%+22New
Peoples Financial Services Corp.25$1.69K0.00%00.0%Unchanged
Beacon Capital Management, LLC25$1.69K0.00%+10+66.7%Added
Bogart Wealth, LLC25$1.69K0.00%−99−79.8%Reduced
North Star Investment Management Corp.25$1.69K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC25$1.69K0.00%00.0%Unchanged
McIlrath & Eck, LLC25$1.69K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC27$1.83K0.00%00.0%Unchanged
My Personal CFO, LLC28$1.90K0.00%+28New
Macroview Investment Management LLC29$1.96K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.25$2.00K0.00%−50−66.7%Reduced
Kozak & Associates, Inc.26$2.00K0.00%00.0%Unchanged
AlphaMark Advisors, LLC29$2.00K0.00%+29New
City Holding Co30$2.03K0.00%00.0%Unchanged
Eagle Bay Advisors LLC30$2.03K0.00%00.0%Unchanged
Archer Investment Corp30$2.03K0.00%+30New
C M Bidwell & Associates Ltd32$2.17K0.00%+24+300.0%Added
Antonetti Capital Management LLC35$2.37K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC35$2.37K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC37$2.51K0.00%+37New
Glass Jacobson Investment Advisors llc37$2.51K0.00%+37New
Core Alternative Capital38$2.57K0.00%−20−34.5%Reduced
WR Wealth Planners, LLC38$2.57K0.00%−3−7.3%Reduced
Orion Capital Management LLC39$2.64K0.00%−80−67.2%Reduced
DB Fitzpatrick & Co, Inc39$2.64K0.00%00.0%Unchanged
Kelly Financial Services LLC39$2.64K0.00%00.0%Unchanged
TFC Financial Management40$2.71K0.00%00.0%Unchanged
Horan Securities, Inc.40$2.73K0.00%+16+66.7%Added
West Paces Advisors Inc.42$2.85K0.00%00.0%Unchanged
Key Financial Inc40$2.94K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC51$3.00K0.00%00.0%Unchanged
Osterweis Capital Management Inc45$3.05K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC45$3.05K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC50$3.39K0.00%−83−62.4%Reduced
Investors Research Corp50$3.39K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.50$3.39K0.00%+50New
Bell Investment Advisors, Inc53$3.59K0.00%+12+29.3%Added