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 788 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 $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
23
shares
|
$1,968
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
22
shares
|
$1,883
0.0% of portfolio
|
Q3 2024
Reduced 31.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
22
shares
|
$1,883
0.0% of portfolio
|
Q2 2024
Reduced 93.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
22
shares
|
$1,883
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
20
shares
|
$1,712
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
20
shares
|
$1,712
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
20
shares
|
$1,712
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
20
shares
|
$1,712
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
18
shares
|
$1,540
0.0% of portfolio
|
Q3 2024
Reduced 93.84%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
17
shares
|
$1,455
0.0% of portfolio
|
Q2 2021
Reduced 72.13%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
17
shares
|
$1,455
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
17
shares
|
$1,455
0.0% of portfolio
|
Q2 2023
Reduced 90.56%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
16
shares
|
$1,369
0.0% of portfolio
|
Q3 2024
Reduced 93.22%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
15
shares
|
$1,284
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
15
shares
|
$1,284
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
15
shares
|
$1,284
0.0% of portfolio
|
Q2 2023
Reduced 40.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
14
shares
|
$1,198
0.0% of portfolio
|
Q2 2024
Reduced 81.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
14
shares
|
$1,198
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
14
shares
|
$1,198
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
14
shares
|
$1,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
14
shares
|
$1,198
0.0% of portfolio
|
Q3 2024
Reduced 76.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
13
shares
|
$1,112
0.0% of portfolio
|
Q3 2024
Added 225.0%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
12
shares
|
$1,027
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
10
shares
|
$856
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
10
shares
|
$856
0.0% of portfolio
|
Q4 2020
New holding
|