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 |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 175 | $12.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 159 | $12.0K | 0.01% | −174−52.3% | Reduced |
| Salem Investment Counselors Inc | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 161 | $11.9K | 0.00% | −165−50.6% | Reduced |
| Tortoise Investment Management, LLC | 158 | $11.7K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 157 | $11.6K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 160 | $11.5K | 0.00% | −65−28.9% | Reduced |
| Column Capital Advisors, LLC | 151 | $11.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 148 | $10.9K | 0.00% | +110+289.5% | Added |
| Catalyst Capital Advisors LLC | 147 | $10.9K | 0.00% | −45−23.4% | Reduced |
| Versant Capital Management, Inc | 145 | $10.7K | 0.00% | −33−18.5% | Reduced |
| Gradient Investments LLC | 135 | $9.97K | 0.00% | −200−59.7% | Reduced |
| Sandy Spring Bank | 128 | $9.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 125 | $9.23K | 0.00% | −4−3.1% | Reduced |
| Clean Yield Group | 115 | $8.49K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 115 | $8.49K | 0.00% | +115 | New |
| 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 |
| AdvisorNet Financial, Inc | 113 | $8.34K | 0.00% | +5+4.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 106 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 108 | $7.97K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 107 | $7.90K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 105 | $7.75K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 103 | $7.61K | 0.00% | −892−89.6% | Reduced |
| Harbor Investment Advisory, LLC | 102 | $7.53K | 0.00% | −4−3.8% | Reduced |
| Stephens Consulting, LLC | 101 | $7.46K | 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 |
| Global Financial Private Client, LLC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 96 | $7.09K | 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 |
| Addison Advisors LLC | 85 | $6.28K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 90 | $6.25K | 0.00% | +90 | New |
| Register Financial Advisors LLC | 84 | $6.20K | 0.00% | −40−32.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 83 | $6.13K | 0.00% | −50−37.6% | Reduced |
| Bartlett & Co. LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 80 | $5.91K | 0.00% | +40+100.0% | Added |
| Earnest Partners LLC | 80 | $5.91K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 79 | $5.83K | 0.00% | +59+295.0% | Added |
| Mascoma Wealth Management LLC | 92 | $5.65K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 76 | $5.61K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 75 | $5.54K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 75 | $5.54K | 0.00% | +75 | New |
| Core Alternative Capital | 74 | $5.46K | 0.00% | +36+94.7% | Added |
| DecisionPoint Financial, LLC | 68 | $5.02K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $4.80K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $4.75K | 0.00% | −20−23.3% | Reduced |
| Crewe Advisors LLC | 64 | $4.73K | 0.00% | −16−20.0% | Reduced |
| WFA Asset Management Corp | 60 | $4.43K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 60 | $4.43K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $4.43K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 60 | $4.43K | 0.00% | +50+500.0% | Added |
| Cullen/Frost Bankers, Inc. | 60 | $4.43K | 0.00% | +60 | New |
| Cambridge Trust Co | 59 | $4.36K | 0.00% | −42−41.6% | Reduced |
| Park Place Capital Corp | 56 | $4.13K | 0.00% | +56 | New |
| FinTrust Capital Advisors, LLC | 60 | $4.07K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 54 | $3.99K | 0.00% | −13−19.4% | Reduced |
| Fifth Third Bancorp | 54 | $3.99K | 0.00% | −23−29.9% | Reduced |
| Bogart Wealth, LLC | 54 | $3.99K | 0.00% | +29+116.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.91K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 50 | $3.70K | 0.00% | +50 | New |
| Estabrook Capital Management | 50 | $3.69K | 0.00% | −50−50.0% | Reduced |
| Investors Research Corp | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 50 | $3.69K | 0.02% | +50 | New |
| Creative Financial Designs Inc | 48 | $3.54K | 0.00% | −250−83.9% | Reduced |
| Baker Avenue Asset Management, LP | 46 | $3.40K | 0.00% | +38+475.0% | Added |
| Glen Eagle Advisors, LLC | 45 | $3.32K | 0.00% | −13−22.4% | Reduced |
| Osterweis Capital Management Inc | 45 | $3.32K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 45 | $3.32K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $2.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $2.95K | 0.00% | +31+344.4% | Added |
| Venturi Wealth Management, LLC | 40 | $2.95K | 0.00% | +40 | New |
| Orion Capital Management LLC | 39 | $2.88K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $2.58K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $2.58K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 34 | $2.51K | 0.00% | +17+100.0% | Added |
| West Paces Advisors Inc. | 32 | $2.36K | 0.00% | −10−23.8% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $2.36K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 30 | $2.21K | 0.00% | −9−23.1% | Reduced |
| City Holding Co | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 29 | $2.14K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 26 | $2.00K | 0.00% | +26 | New |