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, Q2 2024
Institutional positions in Zoom Communications, Inc. as of Jun 30, 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
- 658
- −8 vs. Q1 2024
- Shares held
- 180.0M
- −306.1K (−0.2%) vs. Q1 2024
- Total value
- $10.6B
- −$1.13B (−9.6%) vs. Q1 2024
- New holders
- 94
- 224 more added
- Sold out
- 102
- 223 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Natixis | 229 | $13.6K | 0.00% | −147,898−99.8% | Reduced |
| Mather Group, LLC. | 206 | $13.4K | 0.00% | +132+178.4% | Added |
| Great Lakes Retirement, Inc. | 224 | $13.3K | 0.00% | +224 | New |
| Sound Income Strategies, LLC | 211 | $12.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 202 | $12.0K | 0.00% | +202 | New |
| GPS Wealth Strategies Group, LLC | 201 | $11.9K | 0.00% | −43−17.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 200 | $11.8K | 0.00% | −37,700−99.5% | Reduced |
| Toth Financial Advisory Corp | 200 | $11.8K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 200 | $11.8K | 0.01% | +200 | New |
| Chris Bulman Inc | 200 | $11.8K | 0.01% | +200 | New |
| Global X Japan Co., Ltd. | 196 | $11.6K | 0.00% | −291−59.8% | Reduced |
| Private Trust Co NA | 193 | $11.4K | 0.00% | +86+80.4% | Added |
| Hilltop National Bank | 190 | $11.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 183 | $10.8K | 0.00% | +43+30.7% | Added |
| Highline Wealth Partners LLC | 175 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 174 | $10.3K | 0.01% | −11−5.9% | Reduced |
| JFS Wealth Advisors, LLC | 163 | $9.65K | 0.00% | +60+58.3% | Added |
| Allianz SE | 158 | $9.35K | 0.00% | +8+5.3% | Added |
| Benjamin Edwards Inc | 159 | $9.00K | 0.00% | −60−27.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 151 | $8.94K | 0.00% | +151 | New |
| VitalStone Financial, LLC | 136 | $8.05K | 0.01% | +135+13,500.0% | Added |
| Naples Money Management LLC | 125 | $7.40K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 125 | $7.40K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 123 | $7.28K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 119 | $7.04K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 115 | $6.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 110 | $6.51K | 0.00% | 00.0% | Unchanged |
| City State Bank | 105 | $6.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 102 | $6.04K | 0.00% | +51+100.0% | Added |
| CKW Financial Group | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $5.98K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.92K | 0.00% | −14−12.3% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $5.92K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 100 | $5.92K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $5.92K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 100 | $5.92K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 100 | $5.92K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $5.92K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 96 | $5.68K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 93 | $5.51K | 0.00% | −61−39.6% | Reduced |
| Opal Wealth Advisors, LLC | 92 | $5.45K | 0.00% | +8+9.5% | Added |
| Mascoma Wealth Management LLC | 92 | $5.45K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 88 | $5.21K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 87 | $5.15K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 86 | $5.09K | 0.00% | −171−66.5% | Reduced |
| LRI Investments, LLC | 82 | $4.85K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 81 | $4.79K | 0.00% | −13−13.8% | Reduced |
| Cypress Capital, LLC | 80 | $4.74K | 0.00% | +80 | New |
| Bruce G. Allen Investments, LLC | 77 | $4.56K | 0.00% | −9−10.5% | Reduced |
| First Horizon Advisors, Inc. | 76 | $4.50K | 0.00% | −856−91.8% | Reduced |
| Bank & Trust Co | 71 | $4.20K | 0.00% | +71 | New |
| DecisionPoint Financial, LLC | 68 | $4.11K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 67 | $3.92K | 0.00% | +53+378.6% | Added |
| Activest Wealth Management | 66 | $3.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 65 | $3.85K | 0.00% | −1−1.5% | Reduced |
| Manchester Capital Management LLC | 60 | $3.55K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $3.55K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 57 | $3.37K | 0.00% | +57 | New |
| Glen Eagle Advisors, LLC | 55 | $3.25K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 54 | $3.20K | 0.00% | +10+22.7% | Added |
| Bell Investment Advisors, Inc | 53 | $3.14K | 0.00% | −7−11.7% | Reduced |
| Salem Investment Counselors Inc | 52 | $3.08K | 0.00% | −10−16.1% | Reduced |
| Harbor Investment Advisory, LLC | 52 | $3.08K | 0.00% | +4+8.3% | Added |
| Bessemer Group Inc | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 61 | $3.00K | 0.00% | −15−19.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 43 | $2.96K | 0.00% | −1−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 50 | $2.96K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $2.96K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $2.96K | 0.00% | +50 | New |
| Whittier Trust Co | 50 | $2.96K | 0.00% | −75−60.0% | Reduced |
| Creative Financial Designs Inc | 48 | $2.84K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 45 | $2.66K | 0.00% | −10−18.2% | Reduced |
| Fairfield Financial Advisors, LTD | 45 | $2.66K | 0.00% | +45 | New |
| Sandy Spring Bank | 42 | $2.49K | 0.00% | −36−46.2% | Reduced |
| FinTrust Capital Advisors, LLC | 41 | $2.43K | 0.00% | +11+36.7% | Added |
| TFC Financial Management | 40 | $2.37K | 0.00% | −151−79.1% | Reduced |
| Key Financial Inc | 40 | $2.37K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $2.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 38 | $2.32K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 35 | $2.29K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 36 | $2.13K | 0.00% | −330−90.2% | Reduced |
| Tradewinds Capital Management, LLC | 35 | $2.07K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 35 | $2.07K | 0.00% | +35 | New |
| Quent Capital, LLC | 34 | $2.01K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 34 | $2.01K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 49 | $2.00K | 0.00% | +16+48.5% | Added |
| Zions Bancorporation, N.A. | 32 | $1.89K | 0.00% | −28−46.7% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $1.89K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 32 | $1.89K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $1.89K | 0.00% | +16+100.0% | Added |
| Cullen/Frost Bankers, Inc. | 32 | $1.89K | 0.00% | +32 | New |
| Silicon Valley Capital Partners | 31 | $1.83K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 30 | $1.78K | 0.00% | −9,543−99.7% | Reduced |
| Eagle Bay Advisors LLC | 30 | $1.78K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 29 | $1.72K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $1.48K | 0.00% | −1−3.8% | Reduced |
| North Star Investment Management Corp. | 25 | $1.48K | 0.00% | −1−3.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $1.48K | 0.00% | +20+400.0% | Added |
| American Capital Advisory, LLC | 20 | $1.44K | 0.00% | −5−20.0% | Reduced |