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 867 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
97
shares
|
$8,305
0.0% of portfolio
|
Q3 2022
Reduced 19.17%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
97
shares
|
$8,305
0.0% of portfolio
|
Q2 2025
Reduced 78.68%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
90
shares
|
$7,705
0.0% of portfolio
|
Q3 2021
Reduced 4.35%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
90
shares
|
$7,705
0.0% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
85
shares
|
$7,277
0.0% of portfolio
|
Q4 2024
Reduced 37.04%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
80
shares
|
$6,849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
80
shares
|
$6,849
0.0% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
78
shares
|
$6,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
75
shares
|
$6,421
0.0% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
75
shares
|
$6,421
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
73
shares
|
$6,250
0.0% of portfolio
|
Q2 2025
Reduced 76.14%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
69
shares
|
$5,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
68
shares
|
$5,822
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
67
shares
|
$5,736
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
67
shares
|
$5,736
0.0% of portfolio
|
Q2 2025
Added 415.38%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
65
shares
|
$5,565
0.0% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
65
shares
|
$5,565
0.0% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
65
shares
|
$5,565
0.0% of portfolio
|
Q4 2020
Added 333.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
64
shares
|
$5,479
0.0% of portfolio
|
Q2 2025
Added 77.78%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
64
shares
|
$5,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
64
shares
|
$5,479
0.0% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
63
shares
|
$5,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
63
shares
|
$5,394
0.0% of portfolio
|
Q4 2023
Reduced 73.53%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
61
shares
|
$5,222
0.0% of portfolio
|
Q2 2025
Reduced 60.65%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
58
shares
|
$4,965
0.0% of portfolio
|
Q3 2024
Reduced 18.31%
|