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 376 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 $2.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
189
shares
|
$2,007
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
188
shares
|
$1,996
0.0% of portfolio
|
Q3 2021
Reduced 29.06%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
188
shares
|
$1,996
0.0% of portfolio
|
Q4 2023
Reduced 99.84%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
185
shares
|
$1,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
181
shares
|
$1,922
0.0% of portfolio
|
Q3 2024
Reduced 99.6%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
180
shares
|
$1,911
0.0% of portfolio
|
Q1 2024
Added 16.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
168
shares
|
$1,784
0.0% of portfolio
|
Q3 2024
Reduced 50.88%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
156
shares
|
$1,656
0.0% of portfolio
|
Q3 2024
Added 147.62%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
150
shares
|
$1,592
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
147
shares
|
$1,561
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
136
shares
|
$1,444
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
135
shares
|
$1,433
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
134
shares
|
$1,423
0.0% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
112
shares
|
$1,189
0.0% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
110
shares
|
$1,168
0.0% of portfolio
|
Q4 2023
Added 10.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$1,115
0.0% of portfolio
|
Q3 2022
Reduced 34.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
102
shares
|
$1,083
0.0% of portfolio
|
Q3 2024
Added 21.43%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
101
shares
|
$1,072
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
100
shares
|
$1,062
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
100
shares
|
$1,062
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
78
shares
|
$828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
77
shares
|
$817
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
65
shares
|
$690
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
57
shares
|
$605
0.0% of portfolio
|
Q3 2024
Added 46.15%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
55
shares
|
$584
0.0% of portfolio
|
Q2 2022
Added 22.22%
|