Institutional Ownership Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM). We have compiled data on the 789 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
23
shares
|
$1,827
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22
shares
|
$1,748
0.0% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
22
shares
|
$1,748
0.0% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
22
shares
|
$1,748
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20
shares
|
$1,589
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
20
shares
|
$1,589
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
20
shares
|
$1,589
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
20
shares
|
$1,589
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
18
shares
|
$1,430
0.0% of portfolio
|
Q3 2024
Reduced 93.84%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
17
shares
|
$1,350
0.0% of portfolio
|
Q2 2023
Reduced 90.56%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
17
shares
|
$1,350
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
17
shares
|
$1,350
0.0% of portfolio
|
Q2 2021
Reduced 72.13%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
16
shares
|
$1,271
0.0% of portfolio
|
Q3 2024
Reduced 93.22%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
15
shares
|
$1,191
0.0% of portfolio
|
Q2 2023
Reduced 40.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
15
shares
|
$1,191
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
15
shares
|
$1,191
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,112
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
14
shares
|
$1,112
0.0% of portfolio
|
Q3 2024
Reduced 76.27%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
14
shares
|
$1,112
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
14
shares
|
$1,112
0.0% of portfolio
|
Q2 2024
Reduced 81.08%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
14
shares
|
$1,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
13
shares
|
$1,032
0.0% of portfolio
|
Q3 2024
Added 225.0%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
12
shares
|
$953
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
10
shares
|
$794
0.0% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
10
shares
|
$794
0.0% of portfolio
|
Q2 2024
New holding
|