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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
100
shares
|
$1,000
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$1,000
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
100
shares
|
$1,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
97
shares
|
$970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
78
shares
|
$780
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
77
shares
|
$770
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
72
shares
|
$720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
64
shares
|
$640
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
56
shares
|
$560
0.0% of portfolio
|
Q4 2024
Reduced 82.61%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
55
shares
|
$550
0.0% of portfolio
|
Q2 2022
Added 22.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
52
shares
|
$520
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
46
shares
|
$460
0.0% of portfolio
|
Q3 2024
Added 1050.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
44
shares
|
$440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
30
shares
|
$300
0.0% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
28
shares
|
$280
0.0% of portfolio
|
Q3 2024
Reduced 47.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
28
shares
|
$280
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$60
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3
shares
|
$30
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
2
shares
|
$20
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
1
shares
|
$10
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2023
Reduced 68.3%
|