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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 133 | $9.01K | 0.01% | −150−53.0% | Reduced |
| Tyler-Stone Wealth Management | 128 | $9.00K | 0.01% | −77−37.6% | Reduced |
| Whittier Trust Co | 129 | $8.74K | 0.00% | −430−76.9% | Reduced |
| Sandy Spring Bank | 128 | $8.67K | 0.00% | −98−43.4% | Reduced |
| Register Financial Advisors LLC | 124 | $8.40K | 0.01% | +124 | New |
| Clean Yield Group | 115 | $7.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 112 | $7.59K | 0.00% | −176−61.1% | Reduced |
| AdvisorNet Financial, Inc | 108 | $7.32K | 0.00% | −257−70.4% | Reduced |
| Financial Perspectives, Inc | 108 | $7.32K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 106 | $7.18K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 105 | $7.11K | 0.00% | +105 | New |
| 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 |
| Stephens Consulting, LLC | 101 | $6.84K | 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 |
| Trustcore Financial Services, LLC | 97 | $6.57K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 96 | $6.50K | 0.00% | −55−36.4% | Reduced |
| Mascoma Wealth Management LLC | 92 | $6.23K | 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 |
| Activest Wealth Management | 86 | $5.83K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 85 | $5.76K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 80 | $5.42K | 0.00% | −77−49.0% | Reduced |
| Earnest Partners LLC | 80 | $5.42K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 77 | $5.22K | 0.00% | −589−88.4% | Reduced |
| Washington Trust Co | 76 | $5.15K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 75 | $5.08K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 68 | $4.61K | 0.00% | +68 | New |
| 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 |
| Abound Wealth Management | 65 | $4.40K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 60 | $4.07K | 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 |
| Princeton Global Asset Management LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 58 | $3.93K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 57 | $3.86K | 0.00% | +52+1,040.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.59K | 0.00% | +12+29.3% | Added |
| HHM Wealth Advisors, LLC | 50 | $3.39K | 0.00% | −83−62.4% | Reduced |
| Investors Research Corp | 50 | $3.39K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 50 | $3.39K | 0.00% | +50 | New |
| Osterweis Capital Management Inc | 45 | $3.05K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 45 | $3.05K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $2.94K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 42 | $2.85K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 40 | $2.73K | 0.00% | +16+66.7% | Added |
| TFC Financial Management | 40 | $2.71K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 39 | $2.64K | 0.00% | −80−67.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 39 | $2.64K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 39 | $2.64K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 38 | $2.57K | 0.00% | −20−34.5% | Reduced |
| WR Wealth Planners, LLC | 38 | $2.57K | 0.00% | −3−7.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 37 | $2.51K | 0.00% | +37 | New |
| Glass Jacobson Investment Advisors llc | 37 | $2.51K | 0.00% | +37 | New |
| Antonetti Capital Management LLC | 35 | $2.37K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $2.37K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $2.17K | 0.00% | +24+300.0% | Added |
| City Holding Co | 30 | $2.03K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $2.03K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.03K | 0.00% | +30 | New |
| Endurance Wealth Management, Inc. | 25 | $2.00K | 0.00% | −50−66.7% | Reduced |
| Kozak & Associates, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Macroview Investment Management LLC | 29 | $1.96K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 28 | $1.90K | 0.00% | +28 | New |
| Exchange Traded Concepts, LLC | 27 | $1.83K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $1.69K | 0.00% | −99−79.8% | Reduced |
| North Star Investment Management Corp. | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $1.69K | 0.00% | +10+66.7% | Added |
| RFP Financial Group LLC | 22 | $1.49K | 0.00% | +22 | New |
| Sugarloaf Wealth Management, LLC | 20 | $1.35K | 0.00% | −142−87.7% | Reduced |
| Clearstead Advisors, LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 20 | $1.35K | 0.00% | +20 | New |
| Field & Main Bank | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.22K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17 | $1.15K | 0.00% | −255−93.8% | Reduced |
| Zions Bancorporation, N.A. | 17 | $1.15K | 0.00% | −75−81.5% | Reduced |
| Center for Financial Planning, Inc. | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 17 | $1.15K | 0.00% | +17 | New |
| PayPay Securities Corp | 17 | $1.15K | 0.08% | +17 | New |