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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
88
shares
|
$893
0.0% of portfolio
|
Q2 2025
Reduced 55.1%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
87
shares
|
$883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
77
shares
|
$781
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
66
shares
|
$669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
65
shares
|
$659
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
64
shares
|
$649
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
62
shares
|
$629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
56
shares
|
$568
0.0% of portfolio
|
Q2 2025
Added 47.37%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
55
shares
|
$558
0.0% of portfolio
|
Q2 2022
Added 22.22%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
52
shares
|
$527
0.0% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
52
shares
|
$527
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
43
shares
|
$436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
38
shares
|
$385
0.0% of portfolio
|
Q2 2025
Reduced 70.08%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$253
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
23
shares
|
$233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
23
shares
|
$233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
20
shares
|
$203
0.0% of portfolio
|
Q2 2025
Reduced 99.62%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
16
shares
|
$162
0.0% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
15
shares
|
$152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
12
shares
|
$121
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
9
shares
|
$91
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
6
shares
|
$60
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|