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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 4,163 | $299.4K | 0.13% | +4,163 | New |
| Mercer Global Advisors Inc | 4,188 | $301.0K | 0.00% | −890−17.5% | Reduced |
| Lowe Wealth Advisors, LLC | 4,260 | $306.3K | 0.15% | −125−2.9% | Reduced |
| Comerica Bank | 4,296 | $308.9K | 0.00% | +292+7.3% | Added |
| Gagnon Securities LLC | 4,336 | $311.8K | 0.07% | +36+0.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,365 | $313.9K | 0.17% | +105+2.5% | Added |
| SP Asset Management LLC | 4,450 | $320.0K | 0.03% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 4,461 | $320.8K | 0.39% | −1,400−23.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,537 | $326.3K | 0.03% | +296+7.0% | Added |
| Perigon Wealth Management, LLC | 4,579 | $329.3K | 0.01% | +4,579 | New |
| B & T Capital Management DBA Alpha Capital Management | 4,663 | $335.3K | 0.07% | +1,077+30.0% | Added |
| Avantax Advisory Services, Inc. | 4,687 | $337.0K | 0.00% | −176−3.6% | Reduced |
| IPG Investment Advisors LLC | 4,700 | $338.0K | 0.07% | +4,700 | New |
| Private Advisor Group, LLC | 4,799 | $344.9K | 0.00% | +4,799 | New |
| Wealth Enhancement Advisory Services, LLC | 4,832 | $347.5K | 0.00% | −781−13.9% | Reduced |
| MetLife Investment Management | 4,950 | $356.0K | 0.00% | −28−0.6% | Reduced |
| Symmetry Peak Management LLC | 4,973 | $357.6K | 1.39% | +4,973 | New |
| Natixis | 4,979 | $358.0K | 0.00% | −30,905−86.1% | Reduced |
| Midwest Financial Group LLC | 5,035 | $362.0K | 0.27% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,056 | $363.6K | 0.02% | +620+14.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,080 | $365.3K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 5,090 | $366.0K | 0.05% | +182+3.7% | Added |
| Fisher Asset Management, LLC | 5,171 | $371.9K | 0.00% | −12,439−70.6% | Reduced |
| Wedbush Securities Inc | 5,173 | $372.0K | 0.02% | −568−9.9% | Reduced |
| The PNC Financial Services Group, Inc. | 5,186 | $372.9K | 0.00% | −1,368−20.9% | Reduced |
| Flagship Harbor Advisors, LLC | 5,195 | $373.6K | 0.03% | −1,010−16.3% | Reduced |
| Vestcor Inc | 5,261 | $378.0K | 0.01% | −62−1.2% | Reduced |
| Alberta Investment Management Corp | 5,300 | $381.1K | 0.00% | 00.0% | Unchanged |
| Concentrum Wealth Management | 5,356 | $385.1K | 0.20% | −100−1.8% | Reduced |
| Steel Peak Wealth Management LLC | 5,466 | $393.1K | 0.02% | −135−2.4% | Reduced |
| Investment Management Corp of Ontario | 5,517 | $396.7K | 0.01% | +5,517 | New |
| GWM Advisors LLC | 5,786 | $404.9K | 0.00% | −1,992−25.6% | Reduced |
| Cowa, LLC | 5,650 | $406.3K | 0.25% | +2,250+66.2% | Added |
| Occudo Quantitative Strategies LP | 5,794 | $416.6K | 0.06% | +5,794 | New |
| Helios Capital Management Pte. Ltd | 5,900 | $424.3K | 0.34% | +5,900 | New |
| Degroof Petercam Asset Management | 5,956 | $428.3K | 0.01% | +5,956 | New |
| La Banque Postale Asset Management SA | 6,162 | $443.1K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 6,169 | $443.6K | 0.07% | −101−1.6% | Reduced |
| Itau Unibanco Holding S.A. | 6,227 | $447.8K | 0.01% | +4,002+179.9% | Added |
| JustInvest LLC | 6,265 | $450.5K | 0.01% | −1,953−23.8% | Reduced |
| Annex Advisory Services, LLC | 6,265 | $450.5K | 0.02% | −100−1.6% | Reduced |
| Swiss Life Asset Management Ltd | 6,390 | $460.8K | 0.01% | −21,336−77.0% | Reduced |
| Captrust Financial Advisors | 6,410 | $460.9K | 0.00% | −2,216−25.7% | Reduced |
| Atom Investors LP | 6,415 | $461.3K | 0.08% | +6,415 | New |
| Dynamic Advisor Solutions LLC | 7,042 | $471.5K | 0.02% | −97−1.4% | Reduced |
| Capula Management Ltd | 6,629 | $476.7K | 0.03% | +6,629 | New |
| CIBC World Markets Corp | 6,640 | $477.5K | 0.00% | −22,613−77.3% | Reduced |
| IHT Wealth Management, LLC | 7,053 | $507.2K | 0.02% | +740+11.7% | Added |
| Corton Capital Inc. | 7,055 | $507.3K | 0.16% | +1,169+19.9% | Added |
| Empowered Funds, LLC | 7,142 | $513.6K | 0.01% | +639+9.8% | Added |
| CI Private Wealth, LLC | 7,166 | $515.3K | 0.00% | +777+12.2% | Added |
| Vista Wealth Management Group, LLC | 7,200 | $517.8K | 0.04% | −124−1.7% | Reduced |
| CIBC Asset Management Inc | 7,212 | $518.6K | 0.00% | −35,141−83.0% | Reduced |
| Garden State Investment Advisory Services LLC | 7,268 | $522.6K | 0.21% | −49−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,303 | $525.2K | 0.03% | +775+11.9% | Added |
| Pathstone Holdings, LLC | 7,338 | $527.7K | 0.00% | +7,338 | New |
| Hillsdale Investment Management Inc. | 7,370 | $530.0K | 0.04% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 7,488 | $538.5K | 0.05% | −115−1.5% | Reduced |
| Cantor Fitzgerald, L. P. | 7,566 | $544.1K | 0.12% | +197+2.7% | Added |
| Cetera Advisor Networks LLC | 7,888 | $567.2K | 0.00% | +316+4.2% | Added |
| GraniteShares Advisors LLC | 7,942 | $571.1K | 0.51% | +7,942 | New |
| Knowledge Leaders Capital, LLC | 8,026 | $577.1K | 0.91% | −258−3.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 8,059 | $580.0K | 0.01% | −27,185−77.1% | Reduced |
| International Assets Investment Management, LLC | 8,110 | $583.2K | 0.07% | −1,796−18.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,147 | $585.9K | 0.00% | +1,816+28.7% | Added |
| Sherbrooke Park Advisers LLC | 8,173 | $587.7K | 0.28% | +8,173 | New |
| Motley Fool Asset Management LLC | 8,187 | $588.7K | 0.04% | +532+6.9% | Added |
| Claret Asset Management Corp | 8,201 | $590.0K | 0.11% | −221−2.6% | Reduced |
| Mirabella Financial Services LLP | 8,429 | $606.4K | 0.09% | +8,429 | New |
| Credit Agricole S A | 8,474 | $609.4K | 0.01% | +624+7.9% | Added |
| D.A. Davidson & Co. | 8,581 | $617.1K | 0.01% | +585+7.3% | Added |
| Prudential PLC | 8,581 | $617.1K | 0.01% | +2,136+33.1% | Added |
| Wynn Capital, LLC | 8,597 | $618.2K | 0.51% | +8,597 | New |
| FDx Advisors, Inc. | 8,857 | $637.0K | 0.05% | −433−4.7% | Reduced |
| MML Investors Services, LLC | 8,915 | $641.0K | 0.00% | +1,400+18.6% | Added |
| Ameritas Advisory Services, LLC | 8,962 | $642.1K | 0.04% | +663+8.0% | Added |
| Assenagon Asset Management S.A. | 9,020 | $648.6K | 0.00% | −2,559−22.1% | Reduced |
| Oak Thistle LLC | 9,042 | $650.2K | 0.19% | +4,461+97.4% | Added |
| Independent Financial Group, LLC | 9,075 | $652.6K | 0.03% | +2,794+44.5% | Added |
| Interchange Capital Partners, LLC | 8,826 | $660.7K | 0.50% | −473−5.1% | Reduced |
| Xponance, Inc. | 9,279 | $667.3K | 0.01% | +179+2.0% | Added |
| CastleKnight Management LP | 9,400 | $676.0K | 0.11% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 9,510 | $683.9K | 0.02% | +5,615+144.2% | Added |
| Lyell Wealth Management, LP | 9,511 | $683.9K | 0.08% | −270−2.8% | Reduced |
| Aviva PLC | 9,527 | $685.1K | 0.00% | −6−0.1% | Reduced |
| Intech Investment Management LLC | 9,769 | $702.5K | 0.01% | −647−6.2% | Reduced |
| Candriam Luxembourg S.C.A. | 9,972 | $717.1K | 0.00% | −1,222−10.9% | Reduced |
| QRG Capital Management, Inc. | 9,979 | $717.6K | 0.01% | −213−2.1% | Reduced |
| Advisory Services Network, LLC | 10,051 | $722.8K | 0.02% | −30−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 10,328 | $742.7K | 0.02% | +534+5.5% | Added |
| Guggenheim Capital LLC | 10,644 | $765.4K | 0.01% | −76,514−87.8% | Reduced |
| Janney Montgomery Scott LLC | 10,839 | $780.0K | 0.00% | +10,839 | New |
| Oppenheimer & Co Inc | 10,941 | $786.8K | 0.01% | −258−2.3% | Reduced |
| Kestra Private Wealth Services, LLC | 10,947 | $787.2K | 0.02% | +10,947 | New |
| Teacher Retirement System of Texas | 10,962 | $788.0K | 0.01% | −7,514−40.7% | Reduced |
| Mango Five Family, Inc. | 11,000 | $791.0K | 0.30% | +11,000 | New |
| Brevan Howard Capital Management LP | 11,041 | $794.0K | 0.08% | +11,041 | New |
| Verition Fund Management LLC | 11,202 | $805.5K | 0.01% | −7,578−40.4% | Reduced |
| Malaga Cove Capital, LLC | 11,232 | $807.7K | 0.34% | −2,443−17.9% | Reduced |
| Diversified Trust Co | 11,402 | $819.9K | 0.03% | −285−2.4% | Reduced |