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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 51 | $3.67K | 0.00% | +3+6.3% | Added |
| Bell Investment Advisors, Inc | 53 | $3.81K | 0.00% | −7−11.7% | Reduced |
| Glen Eagle Advisors, LLC | 55 | $3.96K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 57 | $4.10K | 0.00% | −2−3.4% | Reduced |
| Zions Bancorporation, N.A. | 60 | $4.32K | 0.00% | −25−29.4% | Reduced |
| Core Alternative Capital | 60 | $4.32K | 0.00% | −15−20.0% | Reduced |
| Manchester Capital Management LLC | 60 | $4.32K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 60 | $4.32K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $4.32K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 60 | $4.32K | 0.00% | +60 | New |
| Salem Investment Counselors Inc | 62 | $4.46K | 0.00% | −30−32.6% | Reduced |
| Abound Wealth Management | 65 | $4.67K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $4.75K | 0.00% | +66 | New |
| DecisionPoint Financial, LLC | 68 | $4.89K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 69 | $4.96K | 0.00% | +69 | New |
| Bessemer Group Inc | 63 | $5.00K | 0.00% | −175−73.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 74 | $5.11K | 0.00% | +74 | New |
| Washington Trust Co | 76 | $5.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 77 | $5.54K | 0.00% | −22−22.2% | Reduced |
| Sandy Spring Bank | 78 | $5.61K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 79 | $5.68K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 88 | $6.33K | 0.00% | −50−36.2% | Reduced |
| Arlington Trust Co LLC | 89 | $6.40K | 0.00% | +89 | New |
| JJJ Advisors Inc. | 90 | $6.47K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 92 | $6.62K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 96 | $6.90K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $7.05K | 0.00% | +21+27.3% | Added |
| Marathon Trading Investment Management LLC | 100 | $7.19K | 0.00% | −8,857−98.9% | Reduced |
| Highlander Capital Management, LLC | 100 | $7.19K | 0.00% | −100−50.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 100 | $7.19K | 0.01% | −50−33.3% | Reduced |
| Global Financial Private Client, LLC | 100 | $7.19K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $7.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $7.19K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $7.19K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $7.19K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 100 | $7.19K | 0.00% | +100 | New |
| WealthCollab, LLC | 100 | $7.19K | 0.01% | +100 | New |
| Stephens Consulting, LLC | 101 | $7.26K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 101 | $7.26K | 0.01% | +101 | New |
| JFS Wealth Advisors, LLC | 103 | $7.41K | 0.00% | −15−12.7% | Reduced |
| Private Trust Co NA | 107 | $7.69K | 0.00% | −14−11.6% | Reduced |
| Bartlett & Co. LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 110 | $8.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 114 | $8.20K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 115 | $8.27K | 0.00% | −7,041−98.4% | Reduced |
| Clean Yield Group | 115 | $8.27K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 124 | $8.92K | 0.02% | +124 | New |
| Main Street Group, LTD | 125 | $8.99K | 0.00% | +125 | New |
| BFSG, LLC | 125 | $8.99K | 0.00% | +125 | New |
| Naples Money Management LLC | 125 | $8.99K | 0.01% | +125 | New |
| AdvisorNet Financial, Inc | 130 | $9.35K | 0.00% | +13+11.1% | Added |
| Raleigh Capital Management Inc. | 130 | $9.38K | 0.00% | +129+12,900.0% | Added |
| Parkside Financial Bank & Trust | 140 | $10.1K | 0.00% | −20−12.5% | Reduced |
| Rosenberg Matthew Hamilton | 154 | $11.1K | 0.00% | −96−38.4% | Reduced |
| Rakuten Investment Management, Inc. | 171 | $12.5K | 0.00% | +171 | New |
| Highline Wealth Partners LLC | 175 | $12.6K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 190 | $13.7K | 0.00% | −5−2.6% | Reduced |
| Hexagon Capital Partners LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 210 | $15.1K | 0.01% | −300−58.8% | Reduced |
| Sittner & Nelson, LLC | 210 | $15.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 211 | $15.2K | 0.00% | −30−12.4% | Reduced |
| Rise Advisors, LLC | 212 | $15.2K | 0.01% | −10−4.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 225 | $16.2K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 232 | $16.7K | 0.01% | +232 | New |
| Harvest Fund Management Co., Ltd | 233 | $17.0K | 0.00% | −2,001−89.6% | Reduced |
| Catalyst Capital Advisors LLC | 239 | $17.2K | 0.00% | +53+28.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $17.3K | 0.01% | +240 | New |
| GPS Wealth Strategies Group, LLC | 244 | $17.5K | 0.00% | +128+110.3% | Added |
| Global Retirement Partners, LLC | 256 | $17.7K | 0.00% | −265−50.9% | Reduced |
| Optimum Investment Advisors | 250 | $18.0K | 0.01% | −75−23.1% | Reduced |
| REAP Financial Group, LLC | 257 | $18.5K | 0.01% | +257 | New |
| Bellevue Asset Management, LLC | 260 | $18.7K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 270 | $19.4K | 0.00% | +12+4.7% | Added |
| PFS Partners, LLC | 275 | $19.8K | 0.01% | +50+22.2% | Added |
| Glassman Wealth Services | 283 | $20.4K | 0.00% | −6−2.1% | Reduced |
| Fred Alger Management, LLC | 283 | $20.4K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 283 | $20.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 290 | $21.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 298 | $21.4K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 300 | $21.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 324 | $23.3K | 0.00% | −30−8.5% | Reduced |
| Westpac Banking Corp | 333 | $23.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 334 | $24.0K | 0.00% | −226−40.4% | Reduced |
| Venturi Wealth Management, LLC | 342 | $24.6K | 0.00% | +98+40.2% | Added |
| IFP Advisors, Inc | 345 | $24.8K | 0.00% | +53+18.2% | Added |
| Principal Securities, Inc. | 350 | $25.1K | 0.00% | +350 | New |
| Trust Co of Vermont | 362 | $26.0K | 0.00% | −122−25.2% | Reduced |
| Quadrant Capital Group LLC | 366 | $26.3K | 0.00% | +267+269.7% | Added |
| TD Waterhouse Canada Inc. | 355 | $27.2K | 0.00% | −221−38.4% | Reduced |
| LM Advisors LLC | 400 | $28.8K | 0.01% | +400 | New |
| Benjamin Edwards Inc | 432 | $31.0K | 0.01% | −277−39.1% | Reduced |
| Frazier Financial Advisors, LLC | 442 | $31.7K | 0.03% | +442 | New |
| Larson Financial Group LLC | 450 | $32.4K | 0.00% | −2,265−83.4% | Reduced |
| Long Island Wealth Management, Inc. | 464 | $33.0K | 0.02% | +464 | New |
| Financial Perspectives, Inc | 476 | $34.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 549 | $39.5K | 0.00% | −224−29.0% | Reduced |
| Quantbot Technologies LP | 569 | $40.9K | 0.00% | +569 | New |