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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 8,640 | $604.3K | 0.08% | +8,640 | New |
| Captrust Financial Advisors | 8,626 | $603.3K | 0.00% | +271+3.2% | Added |
| Claret Asset Management Corp | 8,422 | $589.0K | 0.12% | 00.0% | Unchanged |
| Knowledge Leaders Capital, LLC | 8,284 | $579.4K | 0.85% | +8,284 | New |
| Ameritas Advisory Services, LLC | 8,299 | $578.4K | 0.03% | +8,299 | New |
| JustInvest LLC | 8,218 | $574.8K | 0.02% | +1,582+23.8% | Added |
| D.A. Davidson & Co. | 7,996 | $559.2K | 0.01% | −733−8.4% | Reduced |
| Kestra Advisory Services, LLC | 7,899 | $552.5K | 0.01% | +3,710+88.6% | Added |
| Parallax Volatility Advisers, L.P. | 7,865 | $550.1K | 0.02% | +7,865 | New |
| Credit Agricole S A | 7,850 | $549.0K | 0.02% | −1,196−13.2% | Reduced |
| Lauer Wealth, LLC | 8,627 | $545.1K | 0.59% | +500+6.2% | Added |
| GWM Advisors LLC | 7,778 | $544.0K | 0.01% | +633+8.9% | Added |
| Beacon Pointe Advisors, LLC | 7,731 | $540.7K | 0.01% | +7,731 | New |
| Motley Fool Asset Management LLC | 7,655 | $535.4K | 0.04% | +693+10.0% | Added |
| Brighton Jones LLC | 7,632 | $533.8K | 0.03% | −50−0.7% | Reduced |
| Bristlecone Advisors, LLC | 7,603 | $531.8K | 0.06% | −10.0% | Reduced |
| Cetera Advisor Networks LLC | 7,572 | $529.6K | 0.00% | +342+4.7% | Added |
| MML Investors Services, LLC | 7,515 | $526.0K | 0.00% | +20+0.3% | Added |
| Hillsdale Investment Management Inc. | 7,370 | $515.5K | 0.05% | +7,370 | New |
| Cantor Fitzgerald, L. P. | 7,369 | $515.4K | 0.01% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 7,324 | $512.2K | 0.05% | −30−0.4% | Reduced |
| Garden State Investment Advisory Services LLC | 7,317 | $511.8K | 0.24% | +475+6.9% | Added |
| Ameritas Investment Partners, Inc. | 7,156 | $500.5K | 0.02% | +1,596+28.7% | Added |
| Dynamic Advisor Solutions LLC | 7,139 | $499.3K | 0.02% | +1,293+22.1% | Added |
| Nisa Investment Advisors, LLC | 7,064 | $494.1K | 0.00% | +4,684+196.8% | Added |
| Gsa Capital Partners LLP | 6,861 | $480.0K | 0.04% | −2,272−24.9% | Reduced |
| Virtu Financial LLC | 6,866 | $480.0K | 0.05% | +6,866 | New |
| Avondale Wealth Management | 6,782 | $474.3K | 0.42% | +1,500+28.4% | Added |
| The PNC Financial Services Group, Inc. | 6,554 | $458.4K | 0.00% | −1,217−15.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,528 | $456.6K | 0.03% | +200+3.2% | Added |
| Qube Research & Technologies Ltd | 6,512 | $455.4K | 0.00% | −283,460−97.8% | Reduced |
| Empowered Funds, LLC | 6,503 | $454.8K | 0.01% | +1,189+22.4% | Added |
| Prudential PLC | 6,445 | $450.8K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 6,389 | $446.8K | 0.00% | +1,076+20.3% | Added |
| Annex Advisory Services, LLC | 6,365 | $445.2K | 0.03% | 00.0% | Unchanged |
| Clare Market Investments LLC | 6,345 | $443.8K | 0.17% | −443−6.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,331 | $443.0K | 0.00% | +670+11.8% | Added |
| IHT Wealth Management, LLC | 6,313 | $441.5K | 0.02% | +99+1.6% | Added |
| Independent Financial Group, LLC | 6,281 | $439.3K | 0.03% | +6,281 | New |
| WealthPlan Investment Management, LLC | 6,270 | $438.5K | 0.08% | +5,802+1,239.7% | Added |
| Granite Bay Wealth Management, LLC | 6,301 | $437.0K | 0.00% | +6,301 | New |
| Flagship Harbor Advisors, LLC | 6,205 | $434.0K | 0.04% | −729−10.5% | Reduced |
| Maven Securities LTD | 6,170 | $431.5K | 0.05% | +6,170 | New |
| La Banque Postale Asset Management SA | 6,162 | $431.0K | 0.01% | +6,162 | New |
| Pathstone Family Office, LLC | 6,034 | $422.0K | 0.00% | +6,034 | New |
| Van Eck Associates Corp | 6,030 | $422.0K | 0.00% | −502−7.7% | Reduced |
| Corton Capital Inc. | 5,886 | $411.7K | 0.21% | +5,886 | New |
| Synergy Financial Group, LTD | 5,861 | $409.9K | 0.57% | +106+1.8% | Added |
| Wedbush Securities Inc | 5,741 | $402.0K | 0.02% | −634−9.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,613 | $392.5K | 0.00% | +5,613 | New |
| Steel Peak Wealth Management LLC | 5,601 | $391.7K | 0.02% | −6,441−53.5% | Reduced |
| Shell Asset Management Co | 5,532 | $387.0K | 0.02% | −106−1.9% | Reduced |
| Concentrum Wealth Management | 5,456 | $381.6K | 0.23% | −350−6.0% | Reduced |
| Vestcor Inc | 5,323 | $372.0K | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 5,300 | $370.7K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,080 | $355.3K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,078 | $355.0K | 0.00% | −426−7.7% | Reduced |
| Midwest Financial Group LLC | 5,035 | $352.0K | 0.30% | 00.0% | Unchanged |
| MetLife Investment Management | 4,978 | $348.2K | 0.00% | +81+1.7% | Added |
| Azzad Asset Management Inc | 4,908 | $343.3K | 0.05% | +579+13.4% | Added |
| Banque Cantonale Vaudoise | 4,911 | $343.0K | 0.02% | −3,363−40.6% | Reduced |
| Evoke Wealth, LLC | 4,894 | $342.3K | 0.01% | −618−11.2% | Reduced |
| Avantax Advisory Services, Inc. | 4,863 | $340.1K | 0.00% | −51−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,722 | $330.3K | 0.00% | −3,181−40.3% | Reduced |
| One Day In July LLC | 4,676 | $327.0K | 0.06% | +602+14.8% | Added |
| Oak Thistle LLC | 4,581 | $320.4K | 0.09% | +827+22.0% | Added |
| SP Asset Management LLC | 4,450 | $311.2K | 0.03% | +400+9.9% | Added |
| River & Mercantile Asset Management LLP | 4,440 | $310.6K | 0.07% | −6,909−60.9% | Reduced |
| Two Sigma Securities, LLC | 4,436 | $310.3K | 0.01% | +4,436 | New |
| Lowe Wealth Advisors, LLC | 4,385 | $306.7K | 0.16% | +4,385 | New |
| Asset Management Resources, LLC | 4,345 | $303.9K | 0.19% | +528+13.8% | Added |
| Stratos Wealth Partners, LTD. | 4,318 | $302.0K | 0.01% | +4,318 | New |
| Gagnon Securities LLC | 4,300 | $300.7K | 0.08% | −240−5.3% | Reduced |
| Bridgewater Associates, LP | 4,299 | $300.7K | 0.00% | −39,757−90.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,260 | $297.9K | 0.10% | +4,260 | New |
| Cyndeo Wealth Partners, LLC | 4,241 | $296.6K | 0.03% | +246+6.2% | Added |
| Sepio Capital, LP | 4,233 | $296.1K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,210 | $294.4K | 0.00% | +4,210 | New |
| Metis Global Partners, LLC | 4,200 | $293.7K | 0.01% | +458+12.2% | Added |
| STF Management LP | 4,134 | $289.1K | 0.15% | +4,134 | New |
| Yorktown Management & Research Co Inc | 4,100 | $286.8K | 0.32% | −1,890−31.6% | Reduced |
| Excalibur Management Corp | 4,083 | $285.6K | 0.15% | +259+6.8% | Added |
| Truvestments Capital LLC | 4,041 | $282.6K | 0.15% | +83+2.1% | Added |
| Comerica Bank | 4,004 | $280.0K | 0.00% | +4,004 | New |
| Connective Portfolio Management, LLC | 4,000 | $280.0K | 0.85% | +4,000 | New |
| Avitas Wealth Management LLC | 3,973 | $277.9K | 0.05% | −128−3.1% | Reduced |
| Siemens Fonds Invest GmbH | 3,954 | $276.5K | 0.03% | −5,353−57.5% | Reduced |
| Capital Markets Trading UK LLP | 3,901 | $273.0K | 0.24% | +3,901 | New |
| Oversea-Chinese Banking CORP Ltd | 3,895 | $272.4K | 0.01% | +3,895 | New |
| Sloy Dahl & Holst, LLC | 3,872 | $270.8K | 0.06% | +127+3.4% | Added |
| Machina Capital S.A.S. | 3,872 | $270.8K | 0.15% | +862+28.6% | Added |
| Boothbay Fund Management, LLC | 3,864 | $270.2K | 0.01% | +3,864 | New |
| Veriti Management LLC | 3,845 | $268.9K | 0.03% | −202−5.0% | Reduced |
| Americana Partners, LLC | 3,912 | $267.7K | 0.03% | +3,912 | New |
| NinePointTwo Capital | 3,811 | $266.0K | 0.11% | +3,811 | New |
| Signaturefd, LLC | 3,799 | $265.7K | 0.01% | +470+14.1% | Added |
| Independent Advisor Alliance | 3,782 | $264.5K | 0.01% | −137−3.5% | Reduced |
| Counterpoint Mutual Funds LLC | 3,731 | $260.9K | 0.22% | +3,731 | New |
| US Bancorp | 3,592 | $251.2K | 0.00% | +1,174+48.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 3,586 | $250.8K | 0.06% | +3,586 | New |