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 9 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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 4,147 | $298.2K | 0.00% | +1,158+38.7% | Added |
| 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 |
| Excalibur Management Corp | 4,032 | $289.9K | 0.14% | −51−1.2% | Reduced |
| One Day In July LLC | 4,020 | $289.1K | 0.04% | −656−14.0% | Reduced |
| Legacy Financial Advisors, Inc. | 4,000 | $287.6K | 0.06% | +4,000 | New |
| Stratos Wealth Partners, LTD. | 3,993 | $287.1K | 0.01% | −325−7.5% | Reduced |
| Panoramic Investment Advisors, LLC | 3,988 | $286.8K | 0.25% | +3,988 | New |
| Vinva Investment Management Ltd | 3,918 | $286.4K | 0.02% | +3,918 | New |
| Avitas Wealth Management LLC | 3,951 | $284.1K | 0.05% | −22−0.6% | Reduced |
| Americana Partners, LLC | 3,883 | $279.2K | 0.03% | −29−0.7% | Reduced |
| Sepio Capital, LP | 3,871 | $278.4K | 0.02% | −362−8.6% | Reduced |
| Castleview Partners, LLC | 3,843 | $276.4K | 0.19% | +1,235+47.4% | Added |
| Whittier Trust Co | 3,825 | $275.0K | 0.00% | +3,700+2,960.0% | Added |
| NinePointTwo Capital | 3,811 | $274.0K | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,785 | $272.2K | 0.14% | +3,785 | New |
| Petrus Trust Company, LTA | 3,769 | $271.0K | 0.03% | +3,769 | New |
| Accurate Wealth Management, LLC | 3,880 | $265.8K | 0.08% | +3,880 | New |
| Thoroughbred Financial Services, LLC | 3,656 | $262.0K | 0.02% | +3,656 | New |
| Verus Capital Partners, LLC | 3,632 | $261.2K | 0.03% | +608+20.1% | Added |
| Vectors Research Management, LLC | 3,610 | $260.0K | 0.07% | +124+3.6% | Added |
| Truist Financial Corp | 3,608 | $259.5K | 0.00% | +28+0.8% | Added |
| Metis Global Partners, LLC | 3,574 | $257.0K | 0.01% | −626−14.9% | Reduced |
| National Philanthropic Trust | 3,569 | $256.6K | 0.01% | +3,569 | New |
| Boothbay Fund Management, LLC | 3,546 | $255.0K | 0.01% | −318−8.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,539 | $254.5K | 0.00% | +3,539 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,525 | $253.5K | 0.05% | +3,525 | New |
| Sloy Dahl & Holst, LLC | 3,497 | $251.5K | 0.05% | −375−9.7% | Reduced |
| Cito Capital Group, LLC | 3,450 | $248.0K | 0.11% | 00.0% | Unchanged |
| Courier Capital LLC | 3,447 | $247.9K | 0.02% | +45+1.3% | Added |
| Lincoln National Corp | 3,415 | $245.6K | 0.00% | −160−4.5% | Reduced |
| Donoghue Forlines LLC | 3,250 | $233.7K | 0.07% | −121−3.6% | Reduced |
| AE Wealth Management LLC | 3,449 | $233.7K | 0.00% | +322+10.3% | Added |
| Arete Wealth Advisors, LLC | 3,226 | $232.0K | 0.02% | +3,226 | New |
| Independent Advisor Alliance | 3,151 | $226.6K | 0.01% | −631−16.7% | Reduced |
| MAI Capital Management | 3,145 | $226.2K | 0.00% | +3,145 | New |
| Oracle Alpha Inc. | 3,086 | $221.9K | 0.29% | +3,086 | New |
| Summit Global Investments | 3,059 | $220.0K | 0.01% | +147+5.0% | Added |
| Yousif Capital Management, LLC | 3,023 | $217.4K | 0.00% | +89+3.0% | Added |
| Phoenix Wealth Advisors | 3,143 | $217.3K | 0.15% | −59−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 3,007 | $216.2K | 0.02% | −947−24.0% | Reduced |
| Prospera Financial Services Inc | 3,004 | $216.0K | 0.01% | −21−0.7% | Reduced |
| Signaturefd, LLC | 2,966 | $213.3K | 0.00% | −833−21.9% | Reduced |
| Avondale Wealth Management | 2,932 | $210.8K | 0.17% | −3,850−56.8% | Reduced |
| Veriti Management LLC | 2,885 | $207.5K | 0.02% | −960−25.0% | Reduced |
| Point72 Europe (London) LLP | 2,881 | $207.2K | 0.03% | +2,881 | New |
| Steward Partners Investment Advisory, LLC | 2,819 | $202.7K | 0.00% | +477+20.4% | Added |
| Harbor Capital Advisors, Inc. | 2,604 | $187.3K | 0.04% | +53+2.1% | Added |
| China Universal Asset Management Co., Ltd. | 2,440 | $175.5K | 0.03% | −948−28.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 2,400 | $175.4K | 0.01% | +2,242+1,419.0% | Added |
| National Bank of Canada | 2,528 | $174.8K | 0.00% | −89,857−97.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,357 | $172.0K | 0.00% | −264−10.1% | Reduced |
| Harbour Investments, Inc. | 2,249 | $161.7K | 0.01% | −286−11.3% | Reduced |
| Ostrum Asset Management | 2,234 | $160.6K | 0.01% | +9+0.4% | Added |
| CWM, LLC | 2,210 | $159.0K | 0.00% | −765−25.7% | Reduced |
| American International Group, Inc. | 2,092 | $150.4K | 0.00% | −17,350−89.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,079 | $149.5K | 0.07% | +2,079 | New |
| US Bancorp | 2,052 | $147.6K | 0.00% | −1,540−42.9% | Reduced |
| First Horizon Advisors, Inc. | 1,843 | $132.5K | 0.00% | −330−15.2% | Reduced |
| Mizuho Securities Co. Ltd. | 1,790 | $128.7K | 0.46% | +1,310+272.9% | Added |
| EntryPoint Capital, LLC | 1,733 | $124.6K | 0.12% | +1,733 | New |
| AM Squared Ltd | 1,700 | $122.2K | 0.25% | +1,300+325.0% | Added |
| UniSuper Management Pty Ltd | 1,600 | $115.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,500 | $107.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,472 | $106.0K | 0.07% | +152+11.5% | Added |
| Desjardins Global Asset Management Inc. | 1,405 | $101.0K | 0.01% | +21+1.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,385 | $99.6K | 0.00% | +910+191.6% | Added |
| Belmont Capital, LLC | 1,306 | $93.9K | 0.04% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,292 | $92.9K | 0.11% | +1,292 | New |
| Ronald Blue Trust, Inc. | 1,226 | $86.0K | 0.00% | +1,095+835.9% | Added |
| Penserra Capital Management LLC | 1,137 | $81.0K | 0.00% | −7−0.6% | Reduced |
| Ancora Advisors, LLC | 1,091 | $78.5K | 0.00% | +10+0.9% | Added |
| Banque Cantonale Vaudoise | 1,013 | $73.0K | 0.00% | −3,898−79.4% | Reduced |
| Caz Investments LP | 1,000 | $72.0K | 0.18% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 999 | $71.8K | 0.01% | −1,531−60.5% | Reduced |
| HighMark Wealth Management LLC | 972 | $69.9K | 0.05% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 914 | $67.0K | 0.00% | +93+11.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 930 | $66.9K | 0.00% | +1+0.1% | Added |
| Quest Partners LLC | 866 | $62.3K | 0.01% | +866 | New |
| EverSource Wealth Advisors, LLC | 854 | $61.4K | 0.01% | −1,197−58.4% | Reduced |
| Alta Advisers Ltd | 800 | $57.5K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 761 | $54.7K | 0.03% | −314−29.2% | Reduced |
| Front Row Advisors LLC | 751 | $54.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 709 | $51.0K | 0.00% | −20−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 704 | $50.6K | 0.00% | +404+134.7% | Added |
| Compagnie Lombard Odier SCmA | 700 | $50.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 690 | $50.0K | 0.01% | +591+597.0% | Added |
| Planning Capital Management Corp | 684 | $49.2K | 0.04% | +684 | New |
| ORG Partners LLC | 682 | $49.0K | 0.01% | −154−18.4% | Reduced |
| Groupama Asset Managment | 681 | $49.0K | 0.00% | +681 | New |
| Tower Research Capital LLC (TRC) | 676 | $48.6K | 0.00% | −2,039−75.1% | Reduced |
| HM Payson & Co | 674 | $48.5K | 0.00% | +2+0.3% | Added |
| Ameliora Wealth Management Ltd. | 636 | $45.7K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 623 | $44.8K | 0.02% | −59−8.7% | Reduced |
| Proequities, Inc. | 616 | $44.3K | 0.00% | +10+1.7% | Added |
| Huntington National Bank | 603 | $43.4K | 0.00% | +242+67.0% | Added |
| GAMMA Investing LLC | 666 | $43.0K | 0.01% | +666 | New |
| First Manhattan Co | 596 | $42.9K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 595 | $42.8K | 0.03% | +595 | New |
| Quantbot Technologies LP | 569 | $40.9K | 0.00% | +569 | New |