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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, Q4 2023

Institutional positions in Zoom Communications, Inc. as of Dec 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
699
+59 vs. Q3 2023
Shares held
182.1M
+5.99M (+3.4%) vs. Q3 2023
Total value
$13.1B
+$778.2M (+6.3%) vs. Q3 2023
New holders
132
199 more added
Sold out
73
240 more reduced

6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 699 institutions
Q1 2021: 935 institutionsQ2 2021: 946 institutionsQ3 2021: 877 institutionsQ4 2021: 817 institutionsQ1 2022: 768 institutionsQ2 2022: 755 institutionsQ3 2022: 663 institutionsQ4 2022: 654 institutionsQ1 2023: 659 institutionsQ2 2023: 653 institutionsQ3 2023: 646 institutionsQ4 2023: 699 institutionsQ1 2024: 674 institutionsQ2 2024: 658 institutionsQ3 2024: 669 institutionsQ4 2024: 716 institutionsQ1 2025: 713 institutionsQ2 2025: 720 institutionsQ3 2025: 754 institutionsQ4 2025: 825 institutionsQ1 2026: 820 institutionsQ2 2026: 875 institutions
Value heldQ4 2023: $13.1B
Q1 2021: $40.9BQ2 2021: $54.0BQ3 2021: $38.4BQ4 2021: $28.4BQ1 2022: $18.1BQ2 2022: $17.1BQ3 2022: $11.8BQ4 2022: $10.9BQ1 2023: $12.2BQ2 2023: $11.5BQ3 2023: $12.3BQ4 2023: $13.1BQ1 2024: $11.8BQ2 2024: $10.6BQ3 2024: $12.5BQ4 2024: $15.3BQ1 2025: $13.6BQ2 2025: $14.7BQ3 2025: $15.8BQ4 2025: $17.5BQ1 2026: $15.8BQ2 2026: $17.5B
Institutions holding ZM and their total value by quarter
QuarterHoldersValue
Q2 2026875$17.5B
Q1 2026820$15.8B
Q4 2025825$17.5B
Q3 2025754$15.8B
Q2 2025720$14.7B
Q1 2025713$13.6B
Q4 2024716$15.3B
Q3 2024669$12.5B
Q2 2024658$10.6B
Q1 2024674$11.8B
Q4 2023699$13.1B
Q3 2023646$12.3B
Q2 2023653$11.5B
Q1 2023659$12.2B
Q4 2022654$10.9B
Q3 2022663$11.8B
Q2 2022755$17.1B
Q1 2022768$18.1B
Q4 2021817$28.4B
Q3 2021877$38.4B
Q2 2021946$54.0B
Q1 2021935$40.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q3 2023.

Institutions holding ZM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC4$00.00%−28−87.5%Reduced
VitalStone Financial, LLC1$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$30.00%0New
Impact Partnership Wealth, LLC1$710.00%−7−87.5%Reduced
Brown Brothers Harriman & Co1$720.00%−61−98.4%Reduced
Gordian Capital Singapore Pte Ltd1$720.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC1$720.00%+1New
Glass Jacobson Investment Advisors llc2$1440.00%−35−94.6%Reduced
Hallmark Capital Management Inc2$1440.00%00.0%Unchanged
Institutional & Family Asset Management, LLC2$1440.00%00.0%Unchanged
True Wealth Design, LLC2$1440.00%00.0%Unchanged
Delos Wealth Advisors, LLC3$2160.00%00.0%Unchanged
Atticus Wealth Management, LLC3$2160.00%00.0%Unchanged
CGC Financial Services, LLC3$2160.00%00.0%Unchanged
Assetmark, Inc3$2160.00%+3New
Johnson Financial Group, Inc.3$2160.00%+3New
Kayne Anderson Rudnick Investment Management LLC4$2880.00%−4−50.0%Reduced
Rothschild Investment LLC4$2880.00%+4New
MV Capital Management, Inc.4$2880.00%+4New
Riggs Asset Managment Co. Inc.5$3600.00%00.0%Unchanged
West Branch Capital LLC5$3600.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.5$3600.00%00.0%Unchanged
Wolff Wiese Magana LLC5$3600.00%00.0%Unchanged
Financial Avengers, Inc.5$3600.00%00.0%Unchanged
Scarborough Advisors, LLC6$4310.00%+6New
Tortoise Investment Management, LLC8$5750.00%−150−94.9%Reduced
SJS Investment Consulting Inc.8$5760.00%−3−27.3%Reduced
DiNuzzo Private Wealth, Inc.9$6480.00%+9New
Berkshire Capital Holdings Inc10$7190.00%00.0%Unchanged
Signature Resources Capital Management, LLC10$7190.00%+10New
Hartford Financial Management Inc.10$7200.00%00.0%Unchanged
MCF Advisors LLC10$7200.00%00.0%Unchanged
Rockbridge Investment Management, LCC10$7200.00%+10New
Coppell Advisory Solutions LLC11$7910.00%+4+57.1%Added
Central Trust Co11$7920.00%+11New
DT Investment Partners, LLC12$8070.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group12$8630.00%00.0%Unchanged
Carolina Wealth Advisors, LLC13$9340.00%00.0%Unchanged
Asset Dedication, LLC29$1.00K0.00%−3−9.4%Reduced
TSFG, LLC15$1.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.14$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.20$1.00K0.00%+20New
Evolution Advisers, Inc.10$1.00K0.00%+10New
SOA Wealth Advisors, LLC.14$1.01K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.14$1.01K0.00%00.0%Unchanged
Beacon Capital Management, LLC15$1.05K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.15$1.08K0.00%−45−75.0%Reduced
Bogart Wealth, LLC15$1.08K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC15$1.08K0.00%+15New
Loring Wolcott & Coolidge Fiduciary Advisors LLP17$1.10K0.00%00.0%Unchanged
CVA Family Office, LLC16$1.15K0.00%+16New
Center for Financial Planning, Inc.17$1.22K0.00%00.0%Unchanged
Raffa Wealth Management, LLC18$1.29K0.00%00.0%Unchanged
Massmutual Trust Co FSB20$1.44K0.00%−40−66.7%Reduced
Tanglewood Legacy Advisors, LLC20$1.44K0.00%00.0%Unchanged
Field & Main Bank20$1.44K0.00%00.0%Unchanged
American Capital Advisory, LLC20$1.44K0.00%+20New
RFP Financial Group LLC22$1.58K0.00%00.0%Unchanged
Fairfield, Bush & Co.22$1.58K0.00%+22New
Focused Wealth Management, Inc23$1.65K0.00%−4−14.8%Reduced
Indiana Trust & Investment Management CO23$1.65K0.00%00.0%Unchanged
McIlrath & Eck, LLC25$1.80K0.00%00.0%Unchanged
North Star Investment Management Corp.25$1.80K0.00%00.0%Unchanged
Anchor Investment Management, LLC26$1.87K0.00%−15−36.6%Reduced
AlphaMark Advisors, LLC29$2.00K0.00%00.0%Unchanged
Capital Analysts, LLC22$2.00K0.00%00.0%Unchanged
Avion Wealth32$2.00K0.00%00.0%Unchanged
Valley National Advisers Inc30$2.00K0.00%+20+200.0%Added
Gradient Investments LLC28$2.01K0.00%+13+86.7%Added
Turtle Creek Wealth Advisors, LLC28$2.01K0.00%+28New
Macroview Investment Management LLC29$2.09K0.00%00.0%Unchanged
Archer Investment Corp30$2.16K0.00%00.0%Unchanged
Eagle Bay Advisors LLC30$2.16K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC30$2.16K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31$2.23K0.00%+31New
C M Bidwell & Associates Ltd32$2.30K0.00%−1,555−98.0%Reduced
West Paces Advisors Inc.32$2.30K0.00%00.0%Unchanged
Baystate Wealth Management LLC35$2.52K0.00%−95−73.1%Reduced
Tradewinds Capital Management, LLC35$2.52K0.00%00.0%Unchanged
Fifth Third Bancorp38$2.73K0.00%+4+11.8%Added
Sachetta, LLC38$2.73K0.00%+38New
Orion Capital Management LLC39$2.80K0.00%00.0%Unchanged
Key Financial Inc40$2.88K0.00%00.0%Unchanged
Concord Wealth Partners40$2.88K0.00%00.0%Unchanged
NBC Securities, Inc.50$3.00K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.35$3.00K0.00%+35New
Quent Capital, LLC43$3.09K0.00%−83−65.9%Reduced
Private Wealth Management Group, LLC44$3.17K0.00%+44New
Fairfield Financial Advisors, LTD45$3.24K0.00%−70−60.9%Reduced
O'Dell Group, LLC47$3.38K0.00%+47New
Accent Capital Management, LLC47$3.38K0.00%+47New
PayPay Securities Corp47$3.45K0.17%−50−51.5%Reduced
Harbor Investment Advisory, LLC48$3.45K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.53$3.59K0.00%00.0%Unchanged
Quintet Private Bank (Europe) S.A.50$3.60K0.00%00.0%Unchanged
Estabrook Capital Management50$3.60K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC50$3.60K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.50$3.60K0.00%00.0%Unchanged
Delta Asset Management LLC50$3.60K0.00%+50New
Old Point Trust & Financial Services N A50$3.60K0.00%+50New