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 403 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
477
shares
|
$4,841
0.0% of portfolio
|
Q1 2024
Reduced 59.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
425
shares
|
$4,313
0.0% of portfolio
|
Q2 2020
Reduced 64.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
359
shares
|
$3,643
0.0% of portfolio
|
Q2 2025
Added 238.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
356
shares
|
$3,613
0.0% of portfolio
|
Q2 2025
Reduced 60.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 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%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
276
shares
|
$2,801
0.0% of portfolio
|
Q2 2025
Added 885.71%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
273
shares
|
$2,770
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
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
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
225
shares
|
$2,283
0.0% of portfolio
|
Q2 2025
Reduced 37.85%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
220
shares
|
$2,233
0.0% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
217
shares
|
$2,202
0.0% of portfolio
|
Q3 2023
Added 8.5%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
189
shares
|
$1,918
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
188
shares
|
$1,908
0.0% of portfolio
|
Q3 2021
Reduced 29.06%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
188
shares
|
$1,908
0.0% of portfolio
|
Q4 2023
Reduced 99.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
185
shares
|
$1,877
0.0% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
180
shares
|
$1,827
0.0% of portfolio
|
Q1 2024
Added 16.88%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
171
shares
|
$1,735
0.0% of portfolio
|
Q2 2025
Reduced 52.23%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
159
shares
|
$1,613
0.0% of portfolio
|
Q2 2025
Reduced 65.43%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
147
shares
|
$1,492
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
131
shares
|
$1,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
125
shares
|
$1,268
0.0% of portfolio
|
Q2 2025
Added 35.87%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
105
shares
|
$1,065
0.0% of portfolio
|
Q3 2022
Reduced 34.38%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
103
shares
|
$1,045
0.0% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
100
shares
|
$1,015
0.0% of portfolio
|
Q2 2024
New holding
|