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.
| 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 2022
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.59K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 57 | $3.86K | 0.00% | +52+1,040.0% | Added |
| Glen Eagle Advisors, LLC | 58 | $3.93K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 60 | $4.06K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 60 | $4.06K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 60 | $4.06K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 60 | $4.07K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $4.40K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 67 | $4.54K | 0.00% | −86−56.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 67 | $4.54K | 0.00% | +67 | New |
| DecisionPoint Financial, LLC | 68 | $4.61K | 0.00% | +68 | New |
| Bartlett & Co. LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 75 | $5.08K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 76 | $5.15K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 77 | $5.22K | 0.00% | −589−88.4% | Reduced |
| Crewe Advisors LLC | 80 | $5.42K | 0.00% | −77−49.0% | Reduced |
| Earnest Partners LLC | 80 | $5.42K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 85 | $5.76K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 86 | $5.83K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 101 | $6.00K | 0.00% | −200−66.4% | Reduced |
| Financial Connections Group, Inc. | 97 | $6.00K | 0.00% | +97 | New |
| Mascoma Wealth Management LLC | 92 | $6.23K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 96 | $6.50K | 0.00% | −55−36.4% | Reduced |
| Trustcore Financial Services, LLC | 97 | $6.57K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $6.77K | 0.00% | −500−83.3% | Reduced |
| Toth Financial Advisory Corp | 100 | $6.77K | 0.00% | −192−65.8% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $6.77K | 0.00% | −70−41.2% | Reduced |
| Estabrook Capital Management | 100 | $6.77K | 0.00% | −7−6.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $6.77K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $6.77K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.77K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $6.77K | 0.00% | +100 | New |
| Stephens Consulting, LLC | 101 | $6.84K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 107 | $7.00K | 0.00% | −328−75.4% | Reduced |
| Cambridge Trust Co | 101 | $7.00K | 0.00% | −215−68.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 106 | $7.00K | 0.00% | −6−5.4% | Reduced |
| City State Bank | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 105 | $7.11K | 0.00% | +105 | New |
| Harbor Investment Advisory, LLC | 106 | $7.18K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 108 | $7.32K | 0.00% | −257−70.4% | Reduced |
| Financial Perspectives, Inc | 108 | $7.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 112 | $7.59K | 0.00% | −176−61.1% | Reduced |
| Clean Yield Group | 115 | $7.79K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 124 | $8.40K | 0.01% | +124 | New |
| Sandy Spring Bank | 128 | $8.67K | 0.00% | −98−43.4% | Reduced |
| Whittier Trust Co | 129 | $8.74K | 0.00% | −430−76.9% | Reduced |
| Tyler-Stone Wealth Management | 128 | $9.00K | 0.01% | −77−37.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 133 | $9.01K | 0.01% | −150−53.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 135 | $9.14K | 0.00% | +135 | New |
| Sargent Bickham Lagudis LLC | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 150 | $10.2K | 0.01% | +150 | New |
| Column Capital Advisors, LLC | 151 | $10.2K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 157 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 158 | $10.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 162 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 175 | $11.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 175 | $11.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 178 | $12.1K | 0.00% | +32+21.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 193 | $13.0K | 0.00% | −228−54.2% | Reduced |
| Catalyst Capital Advisors LLC | 192 | $13.0K | 0.00% | −805−80.7% | Reduced |
| Hexagon Capital Partners LLC | 200 | $13.5K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 200 | $13.5K | 0.01% | +200 | New |
| Farther Finance Advisors, LLC | 203 | $13.8K | 0.01% | +203 | New |
| Highlander Capital Management, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 215 | $14.6K | 0.00% | +84+64.1% | Added |
| TD Private Client Wealth LLC | 222 | $15.0K | 0.00% | +15+7.2% | Added |
| Fairfield Financial Advisors, LTD | 225 | $15.2K | 0.01% | −202−47.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 225 | $15.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 240 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 234 | $16.0K | 0.02% | +234 | New |
| Kessler Investment Group, LLC | 250 | $17.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 256 | $17.3K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 260 | $17.4K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 265 | $18.0K | 0.00% | +265 | New |
| Sound Income Strategies, LLC | 289 | $19.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 298 | $20.2K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 298 | $20.2K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $20.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 300 | $20.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 333 | $22.0K | 0.02% | −1,412−80.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 326 | $22.0K | 0.02% | −4−1.2% | Reduced |
| Optimum Investment Advisors | 325 | $22.0K | 0.01% | −250−43.5% | Reduced |
| Quent Capital, LLC | 326 | $22.1K | 0.00% | +221+210.5% | Added |
| Gradient Investments LLC | 335 | $22.7K | 0.00% | −174−34.2% | Reduced |
| Harvest Fund Management Co., Ltd | 344 | $23.0K | 0.01% | +295+602.0% | Added |
| Quadrant Capital Group LLC | 341 | $23.1K | 0.00% | −190−35.8% | Reduced |
| Allworth Financial LP | 347 | $23.5K | 0.00% | −67−16.2% | Reduced |
| One Wealth Advisors, LLC | 372 | $25.2K | 0.01% | +372 | New |
| Accurate Wealth Management, LLC | 363 | $25.7K | 0.01% | +363 | New |
| HighMark Wealth Management LLC | 472 | $32.0K | 0.02% | −50−9.6% | Reduced |
| Money Concepts Capital Corp | 479 | $32.4K | 0.00% | +427+821.2% | Added |
| TCI Wealth Advisors, Inc. | 485 | $32.9K | 0.00% | −44−8.3% | Reduced |
| Cribstone Capital Management, LLC | 500 | $33.9K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 501 | $33.9K | 0.00% | 00.0% | Unchanged |