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 406 institutions that hold shares in the stock, with a total of 266 Million shares, which have been reported (via 13F filing form) to have a value of $2.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
303
shares
|
$3,075
0.0% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
276
shares
|
$2,801
0.0% of portfolio
|
Q2 2025
Added 885.71%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
273
shares
|
$2,770
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
256
shares
|
$2,598
0.0% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
241
shares
|
$2,446
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
240
shares
|
$2,436
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
238
shares
|
$2,415
0.0% of portfolio
|
Q3 2025
Reduced 33.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
224
shares
|
$2,273
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
222
shares
|
$2,253
0.0% of portfolio
|
Q3 2025
Added 29.82%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
217
shares
|
$2,202
0.0% of portfolio
|
Q3 2023
Added 8.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
209
shares
|
$2,121
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
189
shares
|
$1,918
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
188
shares
|
$1,908
0.0% of portfolio
|
Q3 2021
Reduced 29.06%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
188
shares
|
$1,908
0.0% of portfolio
|
Q4 2023
Reduced 99.84%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
183
shares
|
$1,857
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
182
shares
|
$1,847
0.0% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
180
shares
|
$1,827
0.0% of portfolio
|
Q3 2025
Added 2900.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
147
shares
|
$1,492
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
133
shares
|
$1,349
0.0% of portfolio
|
Q3 2025
Reduced 26.11%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
131
shares
|
$1,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
125
shares
|
$1,268
0.0% of portfolio
|
Q2 2025
Added 35.87%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
107
shares
|
$1,086
0.0% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$1,065
0.0% of portfolio
|
Q3 2022
Reduced 34.38%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
105
shares
|
$1,065
0.0% of portfolio
|
Q3 2025
Added 87.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$1,015
0.0% of portfolio
|
Q2 2024
New holding
|
|