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 |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
252
shares
|
$2,557
0.0% of portfolio
|
Q1 2025
Reduced 69.27%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
241
shares
|
$2,446
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
237
shares
|
$2,405
0.0% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
217
shares
|
$2,202
0.0% of portfolio
|
Q3 2023
Added 8.5%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
203
shares
|
$2,060
0.0% of portfolio
|
Q1 2025
Added 84.55%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
196
shares
|
$1,989
0.0% of portfolio
|
Q1 2025
Reduced 99.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
189
shares
|
$1,918
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
188
shares
|
$1,908
0.0% of portfolio
|
Q4 2023
Reduced 99.84%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
188
shares
|
$1,908
0.0% of portfolio
|
Q3 2021
Reduced 29.06%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
186
shares
|
$1,887
0.0% of portfolio
|
Q4 2024
Reduced 39.22%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
180
shares
|
$1,827
0.0% of portfolio
|
Q1 2024
Added 16.88%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
147
shares
|
$1,492
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
139
shares
|
$1,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
131
shares
|
$1,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
127
shares
|
$1,289
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
106
shares
|
$1,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$1,065
0.0% of portfolio
|
Q3 2022
Reduced 34.38%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
100
shares
|
$1,015
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
100
shares
|
$1,015
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
100
shares
|
$1,015
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
100
shares
|
$1,015
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
97
shares
|
$984
0.0% of portfolio
|
Q2 2025
Reduced 83.25%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
94
shares
|
$954
0.0% of portfolio
|
Q2 2025
Added 46.88%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
92
shares
|
$933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
87
shares
|
$883
0.0% of portfolio
|
Q1 2025
New holding
|