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, Q3 2023
Institutional positions in Zoom Communications, Inc. as of Sep 30, 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
- 646
- +2 vs. Q2 2023
- Shares held
- 176.1M
- +6.73M (+4.0%) vs. Q2 2023
- Total value
- $12.3B
- +$803.2M (+7.0%) vs. Q2 2023
- New holders
- 82
- 225 more added
- Sold out
- 80
- 190 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 85 | $5.95K | 0.00% | +8+10.4% | Added |
| JJJ Advisors Inc. | 90 | $6.29K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 92 | $6.43K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 92 | $6.43K | 0.00% | −100−52.1% | Reduced |
| PSI Advisors, LLC | 96 | $6.71K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 97 | $6.78K | 0.33% | +87+870.0% | Added |
| Farther Finance Advisors, LLC | 99 | $6.92K | 0.00% | +11+12.5% | Added |
| Quadrant Capital Group LLC | 99 | $6.92K | 0.00% | −60−37.7% | Reduced |
| Atlantic Trust, LLC | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $6.99K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 106 | $7.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $7.01K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $7.06K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 106 | $7.41K | 0.00% | +106 | New |
| Clean Yield Group | 115 | $7.45K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 110 | $7.69K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 114 | $7.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 115 | $8.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 116 | $8.11K | 0.00% | +16+16.0% | Added |
| AdvisorNet Financial, Inc | 117 | $8.18K | 0.00% | +8+7.3% | Added |
| Baker Avenue Asset Management, LP | 117 | $8.18K | 0.00% | +87+290.0% | Added |
| JFS Wealth Advisors, LLC | 118 | $8.25K | 0.00% | +2+1.7% | Added |
| Private Trust Co NA | 121 | $8.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 125 | $8.74K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 126 | $8.78K | 0.00% | −35−21.7% | Reduced |
| Ronald Blue Trust, Inc. | 131 | $9.00K | 0.00% | −121−48.0% | Reduced |
| Baystate Wealth Management LLC | 130 | $9.09K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 138 | $10.0K | 0.01% | +30+27.8% | Added |
| Sanctuary Wealth Management, L.L.C. | 150 | $10.5K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $10.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 150 | $10.5K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 150 | $10.5K | 0.00% | +150 | New |
| Column Capital Advisors, LLC | 151 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 158 | $10.8K | 0.00% | −17,410−99.1% | Reduced |
| Tortoise Investment Management, LLC | 158 | $11.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 160 | $11.2K | 0.00% | +32+25.0% | Added |
| Highline Wealth Partners LLC | 175 | $12.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 186 | $13.0K | 0.00% | +51+37.8% | Added |
| TFC Financial Management | 195 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 210 | $14.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 222 | $15.5K | 0.01% | −24−9.8% | Reduced |
| Riverview Trust Co | 224 | $15.7K | 0.01% | +224 | New |
| Brown, Lisle/Cummings, Inc. | 225 | $15.7K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 225 | $15.7K | 0.01% | +225 | New |
| Sound Income Strategies, LLC | 241 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 238 | $17.0K | 0.00% | −20−7.8% | Reduced |
| Venturi Wealth Management, LLC | 244 | $17.1K | 0.00% | +244 | New |
| Rosenberg Matthew Hamilton | 250 | $17.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 258 | $18.0K | 0.00% | +17+7.1% | Added |
| Bellevue Asset Management, LLC | 260 | $18.2K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 283 | $19.8K | 0.02% | −33−10.4% | Reduced |
| Fred Alger Management, LLC | 283 | $19.8K | 0.00% | +283 | New |
| Hantz Financial Services, Inc. | 290 | $20.0K | 0.00% | +50+20.8% | Added |
| Glassman Wealth Services | 289 | $20.2K | 0.00% | +89+44.5% | Added |
| IFP Advisors, Inc | 292 | $20.4K | 0.00% | −241−45.2% | Reduced |
| Twin Lakes Capital Management, LLC | 298 | $20.8K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 325 | $22.7K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 333 | $23.3K | 0.00% | −1,553−82.3% | Reduced |
| Umb Bank N A | 354 | $24.8K | 0.00% | −89−20.1% | Reduced |
| Huntington National Bank | 361 | $25.2K | 0.00% | +9+2.6% | Added |
| AM Squared Ltd | 400 | $28.0K | 0.04% | +400 | New |
| Edmond de Rothschild Holding S.A. | 475 | $33.2K | 0.00% | −710−59.9% | Reduced |
| Financial Perspectives, Inc | 476 | $33.3K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 480 | $33.6K | 0.16% | −34,080−98.6% | Reduced |
| Trust Co of Vermont | 484 | $33.9K | 0.00% | −415−46.2% | Reduced |
| Global Retirement Partners, LLC | 521 | $34.4K | 0.00% | −18−3.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 510 | $35.7K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 560 | $39.2K | 0.00% | +282+101.4% | Added |
| First Manhattan Co | 596 | $41.7K | 0.00% | −411−40.8% | Reduced |
| Proequities, Inc. | 606 | $42.4K | 0.00% | −38−5.9% | Reduced |
| Pinnacle Financial Partners Inc | 630 | $44.1K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 636 | $44.5K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 576 | $46.4K | 0.00% | −11−1.9% | Reduced |
| HM Payson & Co | 672 | $47.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 682 | $47.7K | 0.03% | −115−14.4% | Reduced |
| Compagnie Lombard Odier SCmA | 700 | $49.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 709 | $50.0K | 0.01% | −2−0.3% | Reduced |
| Ci Investments Inc. | 729 | $51.0K | 0.00% | +133+22.3% | Added |
| Front Row Advisors LLC | 751 | $52.5K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 773 | $54.1K | 0.00% | −248−24.3% | Reduced |
| Alta Advisers Ltd | 800 | $56.0K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 821 | $56.0K | 0.00% | −118−12.6% | Reduced |
| ORG Partners LLC | 836 | $58.5K | 0.02% | −217−20.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 929 | $65.0K | 0.00% | −200−17.7% | Reduced |
| HighMark Wealth Management LLC | 972 | $68.0K | 0.06% | +500+105.9% | Added |
| Caz Investments LP | 1,000 | $70.0K | 0.20% | −1,200−54.5% | Reduced |
| Quarry LP | 1,075 | $75.2K | 0.05% | +738+219.0% | Added |
| Ancora Advisors, LLC | 1,081 | $75.6K | 0.00% | −240−18.2% | Reduced |
| Penserra Capital Management LLC | 1,144 | $79.0K | 0.00% | +62+5.7% | Added |