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 |
|---|---|---|---|---|---|
| Rakuten Securities, Inc. | 595 | $42.8K | 0.03% | +595 | New |
| First Manhattan Co | 596 | $42.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 666 | $43.0K | 0.01% | +666 | New |
| Huntington National Bank | 603 | $43.4K | 0.00% | +242+67.0% | Added |
| Proequities, Inc. | 616 | $44.3K | 0.00% | +10+1.7% | Added |
| CNB Bank | 623 | $44.8K | 0.02% | −59−8.7% | Reduced |
| Ameliora Wealth Management Ltd. | 636 | $45.7K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 674 | $48.5K | 0.00% | +2+0.3% | Added |
| Tower Research Capital LLC (TRC) | 676 | $48.6K | 0.00% | −2,039−75.1% | Reduced |
| Groupama Asset Managment | 681 | $49.0K | 0.00% | +681 | New |
| ORG Partners LLC | 682 | $49.0K | 0.01% | −154−18.4% | Reduced |
| Planning Capital Management Corp | 684 | $49.2K | 0.04% | +684 | New |
| Tradition Wealth Management, LLC | 690 | $50.0K | 0.01% | +591+597.0% | Added |
| Compagnie Lombard Odier SCmA | 700 | $50.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 704 | $50.6K | 0.00% | +404+134.7% | Added |
| Ci Investments Inc. | 709 | $51.0K | 0.00% | −20−2.7% | Reduced |
| Front Row Advisors LLC | 751 | $54.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 761 | $54.7K | 0.03% | −314−29.2% | Reduced |
| Alta Advisers Ltd | 800 | $57.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 854 | $61.4K | 0.01% | −1,197−58.4% | Reduced |
| Quest Partners LLC | 866 | $62.3K | 0.01% | +866 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 930 | $66.9K | 0.00% | +1+0.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 914 | $67.0K | 0.00% | +93+11.3% | Added |
| HighMark Wealth Management LLC | 972 | $69.9K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 999 | $71.8K | 0.01% | −1,531−60.5% | Reduced |
| Caz Investments LP | 1,000 | $72.0K | 0.18% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,013 | $73.0K | 0.00% | −3,898−79.4% | Reduced |
| Ancora Advisors, LLC | 1,091 | $78.5K | 0.00% | +10+0.9% | Added |
| Penserra Capital Management LLC | 1,137 | $81.0K | 0.00% | −7−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 1,226 | $86.0K | 0.00% | +1,095+835.9% | Added |
| Plato Investment Management Ltd | 1,292 | $92.9K | 0.11% | +1,292 | New |
| Belmont Capital, LLC | 1,306 | $93.9K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,385 | $99.6K | 0.00% | +910+191.6% | Added |
| Desjardins Global Asset Management Inc. | 1,405 | $101.0K | 0.01% | +21+1.5% | Added |
| Covestor Ltd | 1,472 | $106.0K | 0.07% | +152+11.5% | Added |
| Montag A & Associates Inc | 1,500 | $107.9K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,600 | $115.1K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 1,700 | $122.2K | 0.25% | +1,300+325.0% | Added |
| EntryPoint Capital, LLC | 1,733 | $124.6K | 0.12% | +1,733 | New |
| Mizuho Securities Co. Ltd. | 1,790 | $128.7K | 0.46% | +1,310+272.9% | Added |
| First Horizon Advisors, Inc. | 1,843 | $132.5K | 0.00% | −330−15.2% | Reduced |
| US Bancorp | 2,052 | $147.6K | 0.00% | −1,540−42.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,079 | $149.5K | 0.07% | +2,079 | New |
| American International Group, Inc. | 2,092 | $150.4K | 0.00% | −17,350−89.2% | Reduced |
| CWM, LLC | 2,210 | $159.0K | 0.00% | −765−25.7% | Reduced |
| Ostrum Asset Management | 2,234 | $160.6K | 0.01% | +9+0.4% | Added |
| Harbour Investments, Inc. | 2,249 | $161.7K | 0.01% | −286−11.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,357 | $172.0K | 0.00% | −264−10.1% | Reduced |
| National Bank of Canada | 2,528 | $174.8K | 0.00% | −89,857−97.3% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 2,400 | $175.4K | 0.01% | +2,242+1,419.0% | Added |
| China Universal Asset Management Co., Ltd. | 2,440 | $175.5K | 0.03% | −948−28.0% | Reduced |
| Harbor Capital Advisors, Inc. | 2,604 | $187.3K | 0.04% | +53+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,819 | $202.7K | 0.00% | +477+20.4% | Added |
| Point72 Europe (London) LLP | 2,881 | $207.2K | 0.03% | +2,881 | New |
| Veriti Management LLC | 2,885 | $207.5K | 0.02% | −960−25.0% | Reduced |
| Avondale Wealth Management | 2,932 | $210.8K | 0.17% | −3,850−56.8% | Reduced |
| Signaturefd, LLC | 2,966 | $213.3K | 0.00% | −833−21.9% | Reduced |
| Prospera Financial Services Inc | 3,004 | $216.0K | 0.01% | −21−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 3,007 | $216.2K | 0.02% | −947−24.0% | Reduced |
| Phoenix Wealth Advisors | 3,143 | $217.3K | 0.15% | −59−1.8% | Reduced |
| Yousif Capital Management, LLC | 3,023 | $217.4K | 0.00% | +89+3.0% | Added |
| Summit Global Investments | 3,059 | $220.0K | 0.01% | +147+5.0% | Added |
| Oracle Alpha Inc. | 3,086 | $221.9K | 0.29% | +3,086 | New |
| MAI Capital Management | 3,145 | $226.2K | 0.00% | +3,145 | New |
| Independent Advisor Alliance | 3,151 | $226.6K | 0.01% | −631−16.7% | Reduced |
| Arete Wealth Advisors, LLC | 3,226 | $232.0K | 0.02% | +3,226 | New |
| AE Wealth Management LLC | 3,449 | $233.7K | 0.00% | +322+10.3% | Added |
| Donoghue Forlines LLC | 3,250 | $233.7K | 0.07% | −121−3.6% | Reduced |
| Lincoln National Corp | 3,415 | $245.6K | 0.00% | −160−4.5% | Reduced |
| Courier Capital LLC | 3,447 | $247.9K | 0.02% | +45+1.3% | Added |
| Cito Capital Group, LLC | 3,450 | $248.0K | 0.11% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 3,497 | $251.5K | 0.05% | −375−9.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,525 | $253.5K | 0.05% | +3,525 | New |
| Integrated Wealth Concepts LLC | 3,539 | $254.5K | 0.00% | +3,539 | New |
| Boothbay Fund Management, LLC | 3,546 | $255.0K | 0.01% | −318−8.2% | Reduced |
| National Philanthropic Trust | 3,569 | $256.6K | 0.01% | +3,569 | New |
| Metis Global Partners, LLC | 3,574 | $257.0K | 0.01% | −626−14.9% | Reduced |
| Truist Financial Corp | 3,608 | $259.5K | 0.00% | +28+0.8% | Added |
| Vectors Research Management, LLC | 3,610 | $260.0K | 0.07% | +124+3.6% | Added |
| Verus Capital Partners, LLC | 3,632 | $261.2K | 0.03% | +608+20.1% | Added |
| Thoroughbred Financial Services, LLC | 3,656 | $262.0K | 0.02% | +3,656 | New |
| Accurate Wealth Management, LLC | 3,880 | $265.8K | 0.08% | +3,880 | New |
| Petrus Trust Company, LTA | 3,769 | $271.0K | 0.03% | +3,769 | New |
| Blueshift Asset Management, LLC | 3,785 | $272.2K | 0.14% | +3,785 | New |
| NinePointTwo Capital | 3,811 | $274.0K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co | 3,825 | $275.0K | 0.00% | +3,700+2,960.0% | Added |
| Castleview Partners, LLC | 3,843 | $276.4K | 0.19% | +1,235+47.4% | Added |
| Sepio Capital, LP | 3,871 | $278.4K | 0.02% | −362−8.6% | Reduced |
| Americana Partners, LLC | 3,883 | $279.2K | 0.03% | −29−0.7% | Reduced |
| Avitas Wealth Management LLC | 3,951 | $284.1K | 0.05% | −22−0.6% | Reduced |
| Vinva Investment Management Ltd | 3,918 | $286.4K | 0.02% | +3,918 | New |
| Panoramic Investment Advisors, LLC | 3,988 | $286.8K | 0.25% | +3,988 | New |
| Stratos Wealth Partners, LTD. | 3,993 | $287.1K | 0.01% | −325−7.5% | Reduced |
| Legacy Financial Advisors, Inc. | 4,000 | $287.6K | 0.06% | +4,000 | New |
| One Day In July LLC | 4,020 | $289.1K | 0.04% | −656−14.0% | Reduced |
| Excalibur Management Corp | 4,032 | $289.9K | 0.14% | −51−1.2% | Reduced |
| Yorktown Management & Research Co Inc | 4,100 | $294.8K | 0.31% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,100 | $294.8K | 0.01% | +4,100 | New |
| Cetera Advisors LLC | 4,147 | $298.2K | 0.00% | +1,158+38.7% | Added |
| Truvestments Capital LLC | 4,154 | $298.7K | 0.13% | +113+2.8% | Added |