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, Q3 2024
Institutional positions in Zoom Communications, Inc. as of Sep 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
- 669
- +17 vs. Q2 2024
- Shares held
- 178.9M
- +14.8M (+9.0%) vs. Q2 2024
- Total value
- $12.5B
- +$2.75B (+28.3%) vs. Q2 2024
- New holders
- 108
- 242 more added
- Sold out
- 91
- 191 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Zoom Communications, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1,310 | $91.4K | 0.00% | −81−5.8% | Reduced |
| Cito Capital Group, LLC | 1,450 | $101.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,505 | $105.0K | 0.00% | −79−5.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,627 | $113.5K | 0.01% | −58−3.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,679 | $117.1K | 0.01% | +310+22.6% | Added |
| Harbour Investments, Inc. | 1,809 | $126.2K | 0.00% | −229−11.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,835 | $128.0K | 0.00% | −4,900−72.8% | Reduced |
| Natixis | 1,842 | $128.5K | 0.00% | +1,613+704.4% | Added |
| Quarry LP | 1,882 | $131.3K | 0.04% | +84+4.7% | Added |
| State of Wyoming | 1,954 | $136.3K | 0.02% | −150−7.1% | Reduced |
| Corebridge Financial, Inc. | 1,963 | $136.9K | 0.00% | +48+2.5% | Added |
| Ostrum Asset Management | 2,101 | $146.5K | 0.01% | −15,305−87.9% | Reduced |
| Smartleaf Asset Management LLC | 2,404 | $167.2K | 0.02% | +2,337+3,488.1% | Added |
| Atlas Capital Advisors LLC | 2,444 | $170.4K | 0.03% | +2,444 | New |
| Capital Performance Advisors LLP | 2,620 | $182.7K | 0.06% | +2,620 | New |
| Y-Intercept (Hong Kong) Ltd | 2,889 | $201.5K | 0.01% | +2,889 | New |
| Sanders Morris Harris LLC | 2,900 | $202.2K | 0.03% | +2,900 | New |
| Crossmark Global Holdings, Inc. | 2,903 | $203.0K | 0.00% | +2,903 | New |
| Wedmont Private Capital | 2,979 | $203.0K | 0.01% | +2,979 | New |
| GW Henssler & Associates Ltd | 2,914 | $203.2K | 0.01% | +2,914 | New |
| Comerica Bank | 2,955 | $206.1K | 0.00% | +345+13.2% | Added |
| US Bancorp | 2,983 | $208.0K | 0.00% | +749+33.5% | Added |
| SP Asset Management LLC | 3,000 | $209.2K | 0.02% | +3,000 | New |
| Stratos Wealth Partners, LTD. | 3,009 | $209.8K | 0.00% | −554−15.5% | Reduced |
| Abn Amro Investment Solutions | 3,032 | $211.5K | 0.00% | +3,032 | New |
| Sepio Capital, LP | 3,039 | $211.9K | 0.02% | +3,039 | New |
| Farther Finance Advisors, LLC | 3,085 | $215.1K | 0.01% | +526+20.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,104 | $216.5K | 0.01% | +2,400+340.9% | Added |
| Fort Washington Investment Advisors Inc | 3,260 | $227.4K | 0.00% | +3,260 | New |
| PFG Investments, LLC | 3,275 | $228.4K | 0.01% | +3,275 | New |
| Equitable Holdings, Inc. | 3,285 | $229.1K | 0.00% | +3,285 | New |
| National Philanthropic Trust | 3,298 | $230.0K | 0.00% | −124−3.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,298 | $230.0K | 0.01% | −1,183−26.4% | Reduced |
| Garden State Investment Advisory Services LLC | 3,301 | $230.2K | 0.07% | −713−17.8% | Reduced |
| Burney Co | 3,325 | $231.9K | 0.01% | +3,325 | New |
| Independent Advisor Alliance | 3,343 | $233.2K | 0.01% | −102−3.0% | Reduced |
| Sym Financial Corp | 3,361 | $234.4K | 0.03% | +3,361 | New |
| IHT Wealth Management, LLC | 3,369 | $234.9K | 0.01% | −3,347−49.8% | Reduced |
| O'Dell Group, LLC | 3,381 | $235.8K | 0.05% | +3,381 | New |
| Meiji Yasuda Asset Management Co Ltd. | 3,413 | $238.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,443 | $240.1K | 0.00% | +387+12.7% | Added |
| Meridian Wealth Management, LLC | 3,475 | $242.3K | 0.01% | −88−2.5% | Reduced |
| Ibex Investors LLC | 3,500 | $244.1K | 0.28% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,549 | $247.2K | 0.00% | −87−2.4% | Reduced |
| Courier Capital LLC | 3,596 | $250.8K | 0.02% | +3,596 | New |
| Prairie Wealth Advisors, Inc. | 3,814 | $266.0K | 0.13% | −690−15.3% | Reduced |
| Yousif Capital Management, LLC | 3,817 | $266.2K | 0.00% | +190+5.2% | Added |
| Vectors Research Management, LLC | 3,869 | $270.0K | 0.08% | +256+7.1% | Added |
| The PNC Financial Services Group, Inc. | 3,872 | $270.0K | 0.00% | −611−13.6% | Reduced |
| Excalibur Management Corp | 3,904 | $272.3K | 0.10% | −440−10.1% | Reduced |
| Aaron Wealth Advisors | 3,943 | $275.0K | 0.03% | +3,943 | New |
| Claro Advisors LLC | 3,954 | $275.8K | 0.04% | +3,954 | New |
| Ariadne Wealth Management, LP | 3,442 | $276.0K | 0.15% | +3,442 | New |
| Legacy Financial Advisors, Inc. | 4,000 | $279.0K | 0.05% | 00.0% | Unchanged |
| One Day In July LLC | 4,020 | $280.4K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,046 | $282.2K | 0.01% | +267+7.1% | Added |
| Veriti Management LLC | 4,155 | $289.8K | 0.02% | +4,155 | New |
| Clear Harbor Asset Management, LLC | 4,275 | $298.1K | 0.02% | +4,275 | New |
| Menard Financial Group LLC | 4,331 | $302.0K | 0.20% | +166+4.0% | Added |
| Ronald Blue Trust, Inc. | 5,105 | $302.2K | 0.00% | +2,760+117.7% | Added |
| Midwest Financial Group LLC | 4,420 | $308.0K | 0.18% | −300−6.4% | Reduced |
| Wiser Advisor Group LLC | 4,420 | $308.3K | 0.46% | +2,455+124.9% | Added |
| Eqis Capital Management, Inc. | 4,446 | $310.1K | 0.02% | −319−6.7% | Reduced |
| Americana Partners, LLC | 4,483 | $312.6K | 0.02% | +988+28.3% | Added |
| Siemens Fonds Invest GmbH | 4,558 | $317.9K | 0.03% | +4,558 | New |
| Rakuten Investment Management, Inc. | 4,581 | $318.6K | 0.00% | +1,172+34.4% | Added |
| Lansing Street Advisors | 4,600 | $320.8K | 0.12% | +4,600 | New |
| MetLife Investment Management | 4,619 | $322.1K | 0.00% | +154+3.4% | Added |
| Tru Independence Asset Management 2, LLC | 4,723 | $329.4K | 0.28% | +4,723 | New |
| Covestor Ltd | 4,769 | $332.0K | 0.21% | +974+25.7% | Added |
| Donoghue Forlines LLC | 4,877 | $340.1K | 0.10% | +360+8.0% | Added |
| Jackson Creek Investment Advisors LLC | 4,927 | $344.0K | 0.10% | −152−3.0% | Reduced |
| Concentrum Wealth Management | 4,973 | $346.8K | 0.13% | +31+0.6% | Added |
| Bristlecone Advisors, LLC | 4,992 | $348.1K | 0.03% | −2,883−36.6% | Reduced |
| Verdad Advisers, LP | 5,021 | $350.2K | 0.47% | +5,021 | New |
| Globeflex Capital L P | 5,130 | $357.8K | 0.03% | +5,130 | New |
| Privium Fund Management B.V. | 5,150 | $359.2K | 0.09% | +235+4.8% | Added |
| Synergy Financial Group, LTD | 5,174 | $360.8K | 0.34% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,375 | $361.7K | 0.00% | +4,375 | New |
| American Alpha Advisors, LLC | 5,195 | $362.3K | 0.34% | +5,195 | New |
| Vestcor Inc | 5,220 | $364.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,253 | $366.0K | 0.02% | +956+22.2% | Added |
| Prelude Capital Management, LLC | 5,264 | $367.1K | 0.03% | −881−14.3% | Reduced |
| Everhart Financial Group, Inc. | 5,278 | $368.1K | 0.08% | +1,575+42.5% | Added |
| Vista Wealth Management Group, LLC | 5,380 | $375.2K | 0.02% | −2,002−27.1% | Reduced |
| Evoke Wealth, LLC | 5,393 | $376.1K | 0.01% | +5,393 | New |
| Picton Mahoney Asset Management | 5,402 | $377.0K | 0.01% | +2,733+102.4% | Added |
| Global Wealth Strategies & Associates | 5,462 | $380.9K | 0.13% | +5,462 | New |
| Sherbrooke Park Advisers LLC | 5,587 | $389.6K | 0.09% | −21,970−79.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,660 | $394.7K | 0.24% | +5,660 | New |
| Burns Matteson Capital Management, LLC | 5,698 | $397.4K | 0.22% | +5,698 | New |
| Truist Financial Corp | 5,823 | $406.1K | 0.00% | +822+16.4% | Added |
| Helios Capital Management Pte. Ltd | 5,900 | $411.5K | 0.25% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 5,973 | $416.6K | 0.02% | +5,953+29,765.0% | Added |
| UniSuper Management Pty Ltd | 6,000 | $418.4K | 0.00% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 6,220 | $433.8K | 0.26% | −565−8.3% | Reduced |
| Annex Advisory Services, LLC | 6,279 | $437.9K | 0.01% | −6−0.1% | Reduced |
| Atomi Financial Group, Inc. | 6,301 | $439.4K | 0.03% | +1,137+22.0% | Added |
| GWM Advisors LLC | 6,335 | $441.8K | 0.00% | +359+6.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,348 | $442.7K | 0.00% | 00.0% | Unchanged |