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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, LLC | 16 | $1.08K | 0.00% | +8+100.0% | Added |
| Clearview Wealth Advisors LLC | 16 | $1.08K | 0.00% | +6+60.0% | Added |
| Massmutual Trust Co FSB | 9 | $1.00K | 0.00% | −154−94.5% | Reduced |
| Asset Dedication, LLC | 20 | $1.00K | 0.00% | −26−56.5% | Reduced |
| Carolina Wealth Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15 | $1.00K | 0.00% | +15 | New |
| Grove Bank & Trust | 21 | $1.00K | 0.00% | +21 | New |
| VitalStone Financial, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Castleview Partners, LLC | 14 | $948 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $881 | 0.00% | +9+225.0% | Added |
| DT Investment Partners, LLC | 12 | $813 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $813 | 0.00% | −1−7.7% | Reduced |
| Freedom Wealth Alliance, LLC | 11 | $745 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $677 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $677 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $677 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 10 | $677 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $677 | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10 | $677 | 0.00% | +10 | New |
| Armstrong Advisory Group, Inc | 10 | $677 | 0.00% | +10 | New |
| ICA Group Wealth Management, LLC | 10 | $677 | 0.00% | +10 | New |
| Atticus Wealth Management, LLC | 8 | $542 | 0.00% | −47−85.5% | Reduced |
| Baker Avenue Asset Management, LP | 8 | $542 | 0.00% | +8 | New |
| Coppell Advisory Solutions LLC | 7 | $474 | 0.00% | +7 | New |
| Coppell Advisory Solutions Corp. | 7 | $474 | 0.00% | +7 | New |
| New Hampshire Trust | 7 | $474 | 0.00% | +7 | New |
| Financial Freedom, LLC | 7 | $474 | 0.00% | +7 | New |
| Tucker Asset Management LLC | 6 | $408 | 0.00% | −11−64.7% | Reduced |
| Fiduciary Alliance LLC | 6 | $406 | 0.00% | +6 | New |
| Duncker Streett & Co Inc | 5 | $339 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $339 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $339 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 5 | $339 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4 | $271 | 0.00% | −1,521−99.7% | Reduced |
| Disciplined Investments, LLC | 4 | $271 | 0.00% | −6−60.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $271 | 0.00% | −3−42.9% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $203 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 68 | $165 | 0.00% | +68 | New |
| Kistler-Tiffany Companies, LLC | 2 | $135 | 0.00% | −280−99.3% | Reduced |
| Hallmark Capital Management Inc | 2 | $135 | 0.00% | −3−60.0% | Reduced |
| Institutional & Family Asset Management, LLC | 2 | $135 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1 | $68 | 0.00% | −15−93.8% | Reduced |
| True Wealth Design, LLC | 1 | $68 | 0.00% | +1 | New |
| Halpern Financial, Inc. | 1 | $68 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 300 | $0 | 0.00% | +283+1,664.7% | Added |
| McClarren Financial Advisors, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| Pathstone Family Office, LLC | 5,143 | – | – | +1,223+31.2% | Added |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | 00.0% | Unchanged |
| Shanda Asset Management Holdings Ltd | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −826,394−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −242,400−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −149,427−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −98,600−100.0% | Sold out |
| AnglePoint Asset Management Ltd | 0 | $0 | 0.00% | −90,600−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −59,468−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −54,009−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −53,691−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −52,298−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −30,167−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −21,678−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −21,811−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −21,715−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −21,217−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −19,406−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,771−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −12,301−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −11,094−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,957−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,742−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −10,466−100.0% | Sold out |
| Quattro Financial Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −8,628−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,387−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −7,148−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −6,956−100.0% | Sold out |
| Spark Investment Management LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −6,466−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −6,308−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −5,925−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −5,719−100.0% | Sold out |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Evanson Asset Management, LLC | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,577−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −4,525−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −4,277−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −3,580−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −3,338−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |