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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
77
shares
|
$781
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
72
shares
|
$730
0.0% of portfolio
|
Q1 2025
Reduced 56.89%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
65
shares
|
$659
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
60
shares
|
$609
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
58
shares
|
$588
0.0% of portfolio
|
Q1 2025
Reduced 44.23%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
57
shares
|
$578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
55
shares
|
$558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
55
shares
|
$558
0.0% of portfolio
|
Q2 2022
Added 22.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
52
shares
|
$527
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
45
shares
|
$456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
39
shares
|
$395
0.0% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
38
shares
|
$385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
35
shares
|
$355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
30
shares
|
$304
0.0% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
28
shares
|
$284
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
28
shares
|
$284
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
24
shares
|
$243
0.0% of portfolio
|
Q1 2025
Reduced 75.26%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
23
shares
|
$233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
20
shares
|
$203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
20
shares
|
$203
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
18
shares
|
$182
0.0% of portfolio
|
Q1 2025
Reduced 93.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
11
shares
|
$111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
10
shares
|
$101
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
1
shares
|
$10
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|