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 417 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $2.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
925
shares
|
$9,388
0.0% of portfolio
|
Q1 2025
Added 203.28%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
915
shares
|
$9,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
896
shares
|
$9,094
0.0% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
844
shares
|
$8,566
0.0% of portfolio
|
Q1 2025
Reduced 21.12%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
800
shares
|
$8,120
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
781
shares
|
$7,927
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
738
shares
|
$7,490
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
729
shares
|
$7,399
0.0% of portfolio
|
Q1 2024
Reduced 58.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
722
shares
|
$7,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
678
shares
|
$6,881
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
557
shares
|
$5,653
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
542
shares
|
$5,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
535
shares
|
$5,430
0.0% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
530
shares
|
$5,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
477
shares
|
$4,841
0.0% of portfolio
|
Q1 2024
Reduced 59.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
460
shares
|
$4,669
0.0% of portfolio
|
Q1 2025
Added 26.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
425
shares
|
$4,313
0.0% of portfolio
|
Q2 2020
Reduced 64.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
362
shares
|
$3,674
0.0% of portfolio
|
Q4 2024
Added 115.48%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
358
shares
|
$3,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
308
shares
|
$3,126
0.0% of portfolio
|
Q1 2025
Reduced 85.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
297
shares
|
$3,014
0.0% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
292
shares
|
$2,963
0.0% of portfolio
|
Q2 2025
Reduced 69.33%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
273
shares
|
$2,770
0.0% of portfolio
|
Q1 2025
Reduced 86.66%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
273
shares
|
$2,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
258
shares
|
$2,618
0.0% of portfolio
|
Q1 2025
Reduced 99.47%
|