Institutional Ownership Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM). We have compiled data on the 791 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$8,536
0.0% of portfolio
|
Q4 2021
Reduced 78.95%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$8,536
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
100
shares
|
$8,536
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$8,536
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$8,536
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
100
shares
|
$8,536
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
100
shares
|
$8,536
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$8,536
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$8,536
0.0% of portfolio
|
Q4 2022
Reduced 41.18%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
97
shares
|
$8,279
0.0% of portfolio
|
Q3 2022
Reduced 19.17%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
96
shares
|
$8,194
0.0% of portfolio
|
Q4 2022
Reduced 36.42%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
93
shares
|
$7,938
0.0% of portfolio
|
Q3 2024
Reduced 49.18%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
93
shares
|
$7,938
0.0% of portfolio
|
Q2 2024
Reduced 39.61%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
92
shares
|
$7,853
0.0% of portfolio
|
Q1 2022
Reduced 34.75%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
91
shares
|
$7,767
0.0% of portfolio
|
Q3 2024
Reduced 86.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
91
shares
|
$7,767
0.0% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
90
shares
|
$7,682
0.0% of portfolio
|
Q3 2021
Reduced 4.35%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
82
shares
|
$6,999
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
80
shares
|
$6,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
75
shares
|
$6,402
0.0% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
75
shares
|
$6,402
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
74
shares
|
$6,316
0.0% of portfolio
|
Q2 2022
Reduced 2.38%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
71
shares
|
$6,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
68
shares
|
$5,804
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
66
shares
|
$5,633
0.0% of portfolio
|
Q4 2023
New holding
|