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 865 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
7
shares
|
$489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6
shares
|
$419
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$419
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
6
shares
|
$419
0.0% of portfolio
|
Q2 2025
Reduced 94.34%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
5
shares
|
$349
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
5
shares
|
$349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
5
shares
|
$349
0.0% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
5
shares
|
$349
0.0% of portfolio
|
Q4 2021
Reduced 54.55%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
5
shares
|
$349
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5
shares
|
$349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 12, 2025 Q2 2025 |
5
shares
|
$349
0.0% of portfolio
|
Q2 2022
Reduced 85.71%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
4
shares
|
$279
0.0% of portfolio
|
Q3 2024
Reduced 82.61%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3
shares
|
$209
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
3
shares
|
$209
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
3
shares
|
$209
0.0% of portfolio
|
Q3 2023
Reduced 62.5%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
2
shares
|
$139
0.0% of portfolio
|
Q4 2022
Reduced 60.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
2
shares
|
$139
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
2
shares
|
$139
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
1
shares
|
$69
0.0% of portfolio
|
Q1 2024
Reduced 98.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|