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 908 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $15.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
23
shares
|
$1,937
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
22
shares
|
$1,852
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22
shares
|
$1,852
0.0% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
21
shares
|
$1,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
20
shares
|
$1,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
20
shares
|
$1,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
20
shares
|
$1,684
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20
shares
|
$1,684
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
20
shares
|
$1,684
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
18
shares
|
$1,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
17
shares
|
$1,431
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
17
shares
|
$1,431
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
17
shares
|
$1,431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
17
shares
|
$1,431
0.0% of portfolio
|
Q3 2025
Added 54.55%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
17
shares
|
$1,431
0.0% of portfolio
|
Q2 2023
Reduced 90.56%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
17
shares
|
$1,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
16
shares
|
$1,347
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
16
shares
|
$1,347
0.0% of portfolio
|
Q1 2025
Reduced 91.44%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
15
shares
|
$1,263
0.0% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
15
shares
|
$1,263
0.0% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
14
shares
|
$1,179
0.0% of portfolio
|
Q2 2025
Reduced 87.72%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
14
shares
|
$1,179
0.0% of portfolio
|
Q2 2024
Reduced 81.08%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
12
shares
|
$1,010
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
12
shares
|
$1,010
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
12
shares
|
$1,010
0.0% of portfolio
|
Q2 2025
Added 71.43%
|
|