Institutional Ownership Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI). We have compiled data on the 385 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
363
shares
|
$3,630
0.0% of portfolio
|
Q4 2024
Added 78.82%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
362
shares
|
$3,620
0.0% of portfolio
|
Q4 2024
Added 115.48%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
358
shares
|
$3,580
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
297
shares
|
$2,970
0.0% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
264
shares
|
$2,640
0.0% of portfolio
|
Q4 2024
Added 135.71%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
257
shares
|
$2,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
241
shares
|
$2,410
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
237
shares
|
$2,370
0.0% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
217
shares
|
$2,170
0.0% of portfolio
|
Q3 2023
Added 8.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
189
shares
|
$1,890
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
188
shares
|
$1,880
0.0% of portfolio
|
Q3 2021
Reduced 29.06%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
188
shares
|
$1,880
0.0% of portfolio
|
Q4 2023
Reduced 99.84%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
186
shares
|
$1,860
0.0% of portfolio
|
Q4 2024
Reduced 39.22%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
185
shares
|
$1,850
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
181
shares
|
$1,810
0.0% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
180
shares
|
$1,800
0.0% of portfolio
|
Q1 2024
Added 16.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
156
shares
|
$1,560
0.0% of portfolio
|
Q3 2024
Added 147.62%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
150
shares
|
$1,500
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
147
shares
|
$1,470
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
134
shares
|
$1,340
0.0% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
117
shares
|
$1,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
110
shares
|
$1,100
0.0% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$1,050
0.0% of portfolio
|
Q3 2022
Reduced 34.38%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
104
shares
|
$1,040
0.0% of portfolio
|
Q4 2024
Reduced 55.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
102
shares
|
$1,020
0.0% of portfolio
|
Q3 2024
Added 21.43%
|