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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 549 | $39.5K | 0.00% | −224−29.0% | Reduced |
| Financial Perspectives, Inc | 476 | $34.2K | 0.01% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 464 | $33.0K | 0.02% | +464 | New |
| Larson Financial Group LLC | 450 | $32.4K | 0.00% | −2,265−83.4% | Reduced |
| Frazier Financial Advisors, LLC | 442 | $31.7K | 0.03% | +442 | New |
| Benjamin Edwards Inc | 432 | $31.0K | 0.01% | −277−39.1% | Reduced |
| LM Advisors LLC | 400 | $28.8K | 0.01% | +400 | New |
| TD Waterhouse Canada Inc. | 355 | $27.2K | 0.00% | −221−38.4% | Reduced |
| Quadrant Capital Group LLC | 366 | $26.3K | 0.00% | +267+269.7% | Added |
| Trust Co of Vermont | 362 | $26.0K | 0.00% | −122−25.2% | Reduced |
| Principal Securities, Inc. | 350 | $25.1K | 0.00% | +350 | New |
| IFP Advisors, Inc | 345 | $24.8K | 0.00% | +53+18.2% | Added |
| Venturi Wealth Management, LLC | 342 | $24.6K | 0.00% | +98+40.2% | Added |
| Allworth Financial LP | 334 | $24.0K | 0.00% | −226−40.4% | Reduced |
| Westpac Banking Corp | 333 | $23.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 324 | $23.3K | 0.00% | −30−8.5% | Reduced |
| Heritage Wealth Advisors | 300 | $21.6K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 298 | $21.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 290 | $21.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| PFS Partners, LLC | 275 | $19.8K | 0.01% | +50+22.2% | Added |
| Sunbelt Securities, Inc. | 270 | $19.4K | 0.00% | +12+4.7% | Added |
| Bellevue Asset Management, LLC | 260 | $18.7K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 257 | $18.5K | 0.01% | +257 | New |
| Optimum Investment Advisors | 250 | $18.0K | 0.01% | −75−23.1% | Reduced |
| Global Retirement Partners, LLC | 256 | $17.7K | 0.00% | −265−50.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 244 | $17.5K | 0.00% | +128+110.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $17.3K | 0.01% | +240 | New |
| Catalyst Capital Advisors LLC | 239 | $17.2K | 0.00% | +53+28.5% | Added |
| Harvest Fund Management Co., Ltd | 233 | $17.0K | 0.00% | −2,001−89.6% | Reduced |
| Global X Japan Co., Ltd. | 232 | $16.7K | 0.01% | +232 | New |
| Brown, Lisle/Cummings, Inc. | 225 | $16.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 212 | $15.2K | 0.01% | −10−4.5% | Reduced |
| Sound Income Strategies, LLC | 211 | $15.2K | 0.00% | −30−12.4% | Reduced |
| 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 |
| Hexagon Capital Partners LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 190 | $13.7K | 0.00% | −5−2.6% | Reduced |
| Highline Wealth Partners LLC | 175 | $12.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 171 | $12.5K | 0.00% | +171 | New |
| Rosenberg Matthew Hamilton | 154 | $11.1K | 0.00% | −96−38.4% | Reduced |
| Parkside Financial Bank & Trust | 140 | $10.1K | 0.00% | −20−12.5% | Reduced |
| Raleigh Capital Management Inc. | 130 | $9.38K | 0.00% | +129+12,900.0% | Added |
| AdvisorNet Financial, Inc | 130 | $9.35K | 0.00% | +13+11.1% | Added |
| BFSG, LLC | 125 | $8.99K | 0.00% | +125 | New |
| Naples Money Management LLC | 125 | $8.99K | 0.01% | +125 | New |
| Main Street Group, LTD | 125 | $8.99K | 0.00% | +125 | New |
| Vima LLC | 124 | $8.92K | 0.02% | +124 | New |
| 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 |
| Westside Investment Management, Inc. | 114 | $8.20K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 110 | $8.04K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 107 | $7.69K | 0.00% | −14−11.6% | Reduced |
| JFS Wealth Advisors, LLC | 103 | $7.41K | 0.00% | −15−12.7% | Reduced |
| Stephens Consulting, LLC | 101 | $7.26K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 101 | $7.26K | 0.01% | +101 | New |
| 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 |
| Versant Capital Management, Inc | 98 | $7.05K | 0.00% | +21+27.3% | Added |
| CKW Financial Group | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 96 | $6.90K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 92 | $6.62K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 90 | $6.47K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 89 | $6.40K | 0.00% | +89 | New |
| Tyler-Stone Wealth Management | 88 | $6.33K | 0.00% | −50−36.2% | Reduced |
| Clearstead Advisors, LLC | 79 | $5.68K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 78 | $5.61K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 77 | $5.54K | 0.00% | −22−22.2% | Reduced |
| Washington Trust Co | 76 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 74 | $5.11K | 0.00% | +74 | 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 |
| Syntax Research, Inc. | 69 | $4.96K | 0.00% | +69 | New |
| DecisionPoint Financial, LLC | 68 | $4.89K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $4.75K | 0.00% | +66 | New |
| Abound Wealth Management | 65 | $4.67K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 62 | $4.46K | 0.00% | −30−32.6% | 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 |
| Cambridge Trust Co | 57 | $4.10K | 0.00% | −2−3.4% | Reduced |
| Glen Eagle Advisors, LLC | 55 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $3.81K | 0.00% | −7−11.7% | Reduced |
| Creative Financial Designs Inc | 51 | $3.67K | 0.00% | +3+6.3% | Added |
| Estabrook Capital Management | 50 | $3.60K | 0.00% | 00.0% | Unchanged |