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, Q1 2024
Institutional positions in Zoom Communications, Inc. as of Mar 31, 2024. 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
- 674
- −16 vs. Q4 2023
- Shares held
- 181.0M
- −812.0K (−0.4%) vs. Q4 2023
- Total value
- $11.8B
- −$1.24B (−9.5%) vs. Q4 2023
- New holders
- 83
- 268 more added
- Sold out
- 99
- 185 more reduced
9 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Venturi Wealth Management, LLC | 351 | $22.9K | 0.00% | +9+2.6% | Added |
| Highlander Capital Management, LLC | 350 | $22.9K | 0.01% | +250+250.0% | Added |
| TD Waterhouse Canada Inc. | 313 | $22.5K | 0.00% | −42−11.8% | Reduced |
| Continuum Advisory, LLC | 366 | $22.4K | 0.00% | −21,533−98.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 341 | $22.0K | 0.00% | −2,016−85.5% | Reduced |
| Hantz Financial Services, Inc. | 340 | $22.0K | 0.00% | +50+17.2% | Added |
| Jones Financial Companies LLLP | 335 | $21.9K | 0.00% | +335 | New |
| Umb Bank N A | 324 | $21.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 320 | $21.0K | 0.00% | +320 | New |
| Heritage Wealth Advisors | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 298 | $19.5K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 290 | $19.0K | 0.10% | −1,500−83.8% | Reduced |
| Colonial Trust Advisors | 290 | $19.0K | 0.00% | +190+190.0% | Added |
| Fred Alger Management, LLC | 283 | $18.5K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 260 | $17.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 260 | $17.0K | 0.00% | +4+1.6% | Added |
| REAP Financial Group, LLC | 257 | $16.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 250 | $16.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 244 | $15.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $15.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 225 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 221 | $14.4K | 0.00% | −1,005−82.0% | Reduced |
| Benjamin Edwards Inc | 219 | $14.0K | 0.00% | −213−49.3% | Reduced |
| Sound Income Strategies, LLC | 211 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 210 | $13.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $13.1K | 0.00% | +100+100.0% | Added |
| TFC Financial Management | 191 | $12.5K | 0.00% | +1+0.5% | Added |
| Hilltop National Bank | 190 | $12.4K | 0.00% | +190 | New |
| Rise Advisors, LLC | 185 | $12.1K | 0.01% | −27−12.7% | Reduced |
| Highline Wealth Partners LLC | 175 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 158 | $10.2K | 0.00% | +81+105.2% | Added |
| Rosenberg Matthew Hamilton | 154 | $9.97K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 150 | $9.81K | 0.00% | +150 | New |
| Parkside Financial Bank & Trust | 140 | $9.15K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 125 | $8.17K | 0.01% | +25+25.0% | Added |
| Naples Money Management LLC | 125 | $8.17K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 125 | $8.17K | 0.00% | −3,700−96.7% | Reduced |
| Main Street Group, LTD | 125 | $8.09K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 123 | $8.04K | 0.00% | −147−54.4% | Reduced |
| Syntax Research, Inc. | 119 | $7.78K | 0.01% | +50+72.5% | Added |
| Clean Yield Group | 115 | $7.52K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 114 | $7.45K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 110 | $7.19K | 0.00% | 00.0% | Unchanged |
| City State Bank | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $6.73K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 101 | $6.63K | 0.00% | −29−22.3% | Reduced |
| Stephens Consulting, LLC | 101 | $6.60K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 100 | $6.54K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $6.54K | 0.00% | +50+100.0% | Added |
| Marquette Asset Management, LLC | 100 | $6.54K | 0.00% | +100 | New |
| Global Financial Private Client, LLC | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 96 | $6.28K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94 | $6.14K | 0.00% | +63+203.2% | Added |
| Mascoma Wealth Management LLC | 92 | $6.01K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 81 | $5.98K | 0.01% | −43−34.7% | Reduced |
| JJJ Advisors Inc. | 90 | $5.88K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 88 | $5.75K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 87 | $5.69K | 0.00% | +87 | New |
| Bruce G. Allen Investments, LLC | 86 | $5.62K | 0.00% | +71+473.3% | Added |
| Clearstead Advisors, LLC | 89 | $5.62K | 0.00% | +10+12.7% | Added |
| Opal Wealth Advisors, LLC | 84 | $5.49K | 0.00% | +84 | New |
| LRI Investments, LLC | 82 | $5.36K | 0.00% | +82 | New |
| Mather Group, LLC. | 74 | $5.30K | 0.00% | +74 | New |
| Sandy Spring Bank | 78 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $4.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 71 | $4.64K | 0.00% | −27−27.6% | Reduced |
| Bear Mountain Capital, Inc. | 74 | $4.37K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $4.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $4.29K | 0.00% | +1+1.5% | Added |
| DecisionPoint Financial, LLC | 68 | $4.22K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 62 | $4.05K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 60 | $3.92K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 60 | $3.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $3.92K | 0.00% | +7+13.2% | Added |
| Zions Bancorporation, N.A. | 60 | $3.92K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $3.92K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 55 | $3.60K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 55 | $3.60K | 0.00% | +30+120.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.46K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $3.33K | 0.00% | +31+155.0% | Added |
| BFSG, LLC | 50 | $3.27K | 0.00% | −75−60.0% | Reduced |
| Ameritas Investment Partners, Inc. | 50 | $3.27K | 0.00% | −65−56.5% | Reduced |
| Delta Asset Management LLC | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 44 | $3.25K | 0.00% | −6−12.0% | Reduced |
| PayPay Securities Corp | 49 | $3.20K | 0.16% | +2+4.3% | Added |
| Creative Financial Designs Inc | 48 | $3.14K | 0.00% | −3−5.9% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $3.14K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 47 | $3.07K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $3.00K | 0.00% | +1+3.1% | Added |
| Private Wealth Management Group, LLC | 45 | $2.94K | 0.00% | +1+2.3% | Added |
| Northwest Investment Counselors, LLC | 45 | $2.94K | 0.00% | +45 | New |