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 2023
Institutional positions in Zoom Communications, Inc. as of Mar 31, 2023. 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
- 659
- +20 vs. Q4 2022
- Shares held
- 164.5M
- +2.61M (+1.6%) vs. Q4 2022
- Total value
- $12.2B
- +$1.25B (+11.5%) vs. Q4 2022
- New holders
- 93
- 218 more added
- Sold out
- 73
- 201 more reduced
15 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 64 | $4.73K | 0.00% | −16−20.0% | Reduced |
| Activest Wealth Management | 66 | $4.75K | 0.00% | −20−23.3% | Reduced |
| Abound Wealth Management | 65 | $4.80K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 68 | $5.02K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 74 | $5.46K | 0.00% | +36+94.7% | Added |
| Bartlett & Co. Wealth Management LLC | 75 | $5.54K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 75 | $5.54K | 0.00% | +75 | New |
| Washington Trust Co | 76 | $5.61K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 92 | $5.65K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 79 | $5.83K | 0.00% | +59+295.0% | Added |
| Earnest Partners LLC | 80 | $5.91K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 80 | $5.91K | 0.00% | +40+100.0% | Added |
| Bartlett & Co. LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 83 | $6.13K | 0.00% | −50−37.6% | Reduced |
| Register Financial Advisors LLC | 84 | $6.20K | 0.00% | −40−32.3% | Reduced |
| JJJ Advisors Inc. | 90 | $6.25K | 0.00% | +90 | New |
| Addison Advisors LLC | 85 | $6.28K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $7.00K | 0.00% | −1−1.0% | Reduced |
| PSI Advisors, LLC | 96 | $7.09K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 100 | $7.38K | 0.00% | −241−70.7% | Reduced |
| Atlantic Trust, LLC | 100 | $7.38K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $7.38K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $7.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $7.38K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $7.38K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $7.38K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $7.38K | 0.00% | +100 | New |
| Stephens Consulting, LLC | 101 | $7.46K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 102 | $7.53K | 0.00% | −4−3.8% | Reduced |
| Concord Wealth Partners | 103 | $7.61K | 0.00% | −892−89.6% | Reduced |
| Hollencrest Capital Management | 105 | $7.75K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 107 | $7.90K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 108 | $7.97K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 106 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 113 | $8.34K | 0.00% | +5+4.6% | Added |
| Westside Investment Management, Inc. | 114 | $8.42K | 0.00% | −50−30.5% | Reduced |
| JFS Wealth Advisors, LLC | 114 | $8.42K | 0.00% | +2+1.8% | Added |
| Clean Yield Group | 115 | $8.49K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 115 | $8.49K | 0.00% | +115 | New |
| Whittier Trust Co | 125 | $9.23K | 0.00% | −4−3.1% | Reduced |
| Sandy Spring Bank | 128 | $9.45K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 135 | $9.97K | 0.00% | −200−59.7% | Reduced |
| Versant Capital Management, Inc | 145 | $10.7K | 0.00% | −33−18.5% | Reduced |
| Catalyst Capital Advisors LLC | 147 | $10.9K | 0.00% | −45−23.4% | Reduced |
| WR Wealth Planners, LLC | 148 | $10.9K | 0.00% | +110+289.5% | Added |
| Column Capital Advisors, LLC | 151 | $11.2K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 160 | $11.5K | 0.00% | −65−28.9% | Reduced |
| BDO Wealth Advisors, LLC | 157 | $11.6K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 158 | $11.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 161 | $11.9K | 0.00% | −165−50.6% | Reduced |
| Salem Investment Counselors Inc | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 159 | $12.0K | 0.01% | −174−52.3% | Reduced |
| Highline Wealth Partners LLC | 175 | $12.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 180 | $13.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 203 | $14.0K | 0.02% | +203 | New |
| Riverview Trust Co | 194 | $14.3K | 0.01% | −40−17.1% | Reduced |
| Hexagon Capital Partners LLC | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 200 | $14.8K | 0.01% | +200 | New |
| Highlander Capital Management, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 210 | $15.5K | 0.00% | −328−61.0% | Reduced |
| Farther Finance Advisors, LLC | 216 | $15.9K | 0.00% | +13+6.4% | Added |
| Parkside Financial Bank & Trust | 216 | $15.9K | 0.00% | +1+0.5% | Added |
| Sunbelt Securities, Inc. | 230 | $16.6K | 0.00% | +230 | New |
| Brown, Lisle/Cummings, Inc. | 225 | $16.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 230 | $17.0K | 0.00% | +55+31.4% | Added |
| TD Private Client Wealth LLC | 232 | $17.1K | 0.00% | +10+4.5% | Added |
| Hantz Financial Services, Inc. | 240 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 246 | $18.2K | 0.01% | −10−3.9% | Reduced |
| Manchester Capital Management LLC | 255 | $18.8K | 0.00% | +195+325.0% | Added |
| Bessemer Group Inc | 258 | $19.0K | 0.00% | +65+33.7% | Added |
| Bellevue Asset Management, LLC | 260 | $19.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 293 | $20.0K | 0.00% | −232−44.2% | Reduced |
| Sound Income Strategies, LLC | 286 | $21.1K | 0.00% | −3−1.0% | Reduced |
| Twin Lakes Capital Management, LLC | 298 | $22.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $22.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 300 | $22.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $22.2K | 0.00% | +300 | New |
| Optimum Investment Advisors | 325 | $24.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 328 | $24.2K | 0.02% | +2+0.6% | Added |
| IFP Advisors, Inc | 453 | $28.1K | 0.00% | −1,863−80.4% | Reduced |
| Umb Bank N A | 443 | $32.7K | 0.00% | −55−11.0% | Reduced |
| Global Retirement Partners, LLC | 539 | $32.8K | 0.00% | +6+1.1% | Added |
| HighMark Wealth Management LLC | 472 | $34.9K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 478 | $35.3K | 0.00% | −7−1.4% | Reduced |
| EMC Capital Management | 500 | $36.0K | 0.03% | −1,600−76.2% | Reduced |
| Anchor Investment Management, LLC | 501 | $37.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 510 | $37.7K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 587 | $43.3K | 0.00% | +240+69.2% | Added |
| Marathon Trading Investment Management LLC | 600 | $44.3K | 0.02% | +600 | New |
| Pinnacle Financial Partners Inc | 630 | $46.5K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 636 | $47.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 650 | $48.0K | 0.00% | −54−7.7% | Reduced |
| Quarry LP | 650 | $48.0K | 0.03% | +94+16.9% | Added |
| Kistler-Tiffany Companies, LLC | 653 | $48.2K | 0.01% | +651+32,550.0% | Added |
| Benjamin Edwards Inc | 666 | $49.0K | 0.01% | +23+3.6% | Added |
| HM Payson & Co | 670 | $49.5K | 0.00% | 00.0% | Unchanged |