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 |
|---|---|---|---|---|---|
| TFC Financial Management | 195 | $13.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 186 | $13.0K | 0.00% | +51+37.8% | Added |
| Highline Wealth Partners LLC | 175 | $12.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 160 | $11.2K | 0.00% | +32+25.0% | Added |
| Tortoise Investment Management, LLC | 158 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 158 | $10.8K | 0.00% | −17,410−99.1% | Reduced |
| Column Capital Advisors, LLC | 151 | $10.6K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 150 | $10.5K | 0.00% | +150 | New |
| 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 |
| Tyler-Stone Wealth Management | 138 | $10.0K | 0.01% | +30+27.8% | Added |
| Baystate Wealth Management LLC | 130 | $9.09K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 131 | $9.00K | 0.00% | −121−48.0% | Reduced |
| Quent Capital, LLC | 126 | $8.78K | 0.00% | −35−21.7% | Reduced |
| Whittier Trust Co | 125 | $8.74K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 121 | $8.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 118 | $8.25K | 0.00% | +2+1.7% | 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 |
| GPS Wealth Strategies Group, LLC | 116 | $8.11K | 0.00% | +16+16.0% | Added |
| Fairfield Financial Advisors, LTD | 115 | $8.04K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 114 | $7.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 110 | $7.69K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 115 | $7.45K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 106 | $7.41K | 0.00% | +106 | New |
| Stephens Consulting, LLC | 101 | $7.06K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $7.01K | 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 |
| 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 |
| Quadrant Capital Group LLC | 99 | $6.92K | 0.00% | −60−37.7% | Reduced |
| Farther Finance Advisors, LLC | 99 | $6.92K | 0.00% | +11+12.5% | Added |
| PayPay Securities Corp | 97 | $6.78K | 0.33% | +87+870.0% | Added |
| PSI Advisors, LLC | 96 | $6.71K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 92 | $6.43K | 0.00% | −100−52.1% | Reduced |
| Mascoma Wealth Management LLC | 92 | $6.43K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 90 | $6.29K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 85 | $5.95K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 85 | $5.95K | 0.00% | +8+10.4% | Added |
| Register Financial Advisors LLC | 84 | $5.88K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 80 | $5.59K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 79 | $5.53K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 78 | $5.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $5.38K | 0.00% | +55+250.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $5.32K | 0.00% | +76 | New |
| Washington Trust Co | 76 | $5.32K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 75 | $5.25K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 68 | $4.76K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $4.55K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 62 | $4.34K | 0.00% | +61+6,100.0% | Added |
| Manchester Capital Management LLC | 60 | $4.20K | 0.00% | −195−76.5% | Reduced |
| WFA Asset Management Corp | 60 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $4.20K | 0.00% | +13+27.7% | Added |
| Cullen/Frost Bankers, Inc. | 60 | $4.20K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $4.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $4.20K | 0.00% | +48+400.0% | Added |
| Cambridge Trust Co | 59 | $4.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 55 | $3.85K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.71K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 50 | $3.50K | 0.00% | +1+2.0% | Added |
| Harbor Investment Advisory, LLC | 48 | $3.36K | 0.00% | −54−52.9% | Reduced |
| Creative Financial Designs Inc | 48 | $3.36K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 45 | $3.15K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $3.14K | 0.00% | −50−50.0% | Reduced |
| NBC Securities, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 41 | $2.87K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $2.80K | 0.00% | −78−66.1% | Reduced |
| Key Financial Inc | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 39 | $2.73K | 0.00% | +39 | New |
| Glass Jacobson Investment Advisors llc | 37 | $2.59K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $2.45K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $2.45K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 34 | $2.38K | 0.00% | −5−12.8% | Reduced |
| West Paces Advisors Inc. | 32 | $2.24K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 30 | $2.10K | 0.00% | −30−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 29 | $2.03K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | +14+77.8% | Added |
| Avion Wealth | 32 | $2.00K | 0.00% | +7+28.0% | Added |
| Clear Street Markets LLC | 29 | $2.00K | 0.00% | +29 | New |
| Capital Analysts, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Steward Financial Group LLC | 37 | $2.00K | 0.00% | +37 | New |
| Focused Wealth Management, Inc | 27 | $1.89K | 0.00% | −7−20.6% | Reduced |
| McIlrath & Eck, LLC | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $1.75K | 0.00% | 00.0% | Unchanged |