ZoomInfo Ownership 2024 | Who Owns ZoomInfo Now?
Institutional Ownership
0.00%
Insider Ownership
10.42%
Institutional Holders
379.00
ZoomInfo Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BRIDGEWATER ASSOCIATES, LP | - | - | - | -93,181 | -100.00% | - | Mar 31, 2023 |
FIRST GROWTH INVESTMENT MANAGER LP | - | 3.46% | 78,000 | 33,500 | 75.28% | 1,927,380,000 | Mar 31, 2023 |
Y.D. MORE INVESTMENTS LTD | - | - | - | -5,919 | -100.00% | - | Mar 31, 2023 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | 0.20% | 1,922,872 | 1,848,479 | 2484.75% | 47,514,167,000 | Mar 31, 2023 |
WASHINGTON TRUST ADVISORS, INC. | - | 0.00% | 300 | - | - | 7,413,000 | Mar 31, 2023 |
COLONIAL TRUST CO / SC | - | 0.00% | 200 | - | - | 4,884,000 | Mar 31, 2023 |
UBS ASSET MANAGEMENT AMERICAS INC | - | 0.02% | 1,515,025 | -1,746,188 | -53.54% | 37,436,268,000 | Mar 31, 2023 |
BLACKROCK INC. | - | 0.01% | 16,894,739 | -3,430,458 | -16.88% | 417,469,002,000 | Mar 31, 2023 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | - | 0.02% | 43,049 | -1,501 | -3.37% | 1,063,741,000 | Mar 31, 2023 |
AIGEN INVESTMENT MANAGEMENT, LP | - | 0.17% | 49,945 | 49,945 | 100.00% | 1,234,141,000 | Mar 31, 2023 |
WORLDQUANT MILLENNIUM ADVISORS LLC | - | 0.37% | 811,906 | 811,906 | 100.00% | 20,062,000 | Mar 31, 2023 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | - | 0.02% | 438,586 | -4,424 | -1.00% | 10,837,460,000 | Mar 31, 2023 |
ROYAL LONDON ASSET MANAGEMENT LTD | - | 0.01% | 92,571 | 1,456 | 1.60% | 2,287,429,000 | Mar 31, 2023 |
WAHED INVEST LLC | - | 0.04% | 3,400 | -126 | -3.57% | 84,014,000 | Mar 31, 2023 |
ADVISORY RESOURCE GROUP | - | 0.17% | 24,732 | 7,117 | 40.40% | 611,128,000 | Mar 31, 2023 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | - | 0.01% | 28,265 | -1,121 | -3.81% | 698,428,000 | Mar 31, 2023 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | - | 0.00% | 15,966 | 1,877 | 13.32% | 394,520,000 | Mar 31, 2023 |
HUNTINGTON NATIONAL BANK | - | 0.00% | 281 | -6 | -2.09% | 6,943,000 | Mar 31, 2023 |
STATE OF WISCONSIN INVESTMENT BOARD | - | 0.01% | 139,085 | 3,036 | 2.23% | 3,436,790,000 | Mar 31, 2023 |
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | - | 0.00% | 41,723 | 11,727 | 39.10% | 1,030,975,000 | Mar 31, 2023 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
TA ASSOCIATES, L.P. | - | 96.82% | 23,300,086 | - | - | 575,745,000 | Mar 31, 2023 |
CARLYLE GROUP INC. | - | 27.02% | 36,662,469 | - | - | 905,929,609,000 | Mar 31, 2023 |
DRAGONEER INVESTMENT GROUP, LLC | - | 12.41% | 21,203,833 | 6,297,841 | 42.25% | 523,946,713,000 | Mar 31, 2023 |
HMI CAPITAL MANAGEMENT, L.P. | - | 7.88% | 8,166,490 | 6,547,500 | 404.42% | 201,793,968,000 | Mar 31, 2023 |
ALPINVEST PARTNERS B.V. | - | 6.16% | 945,985 | - | - | 23,375,289,000 | Mar 31, 2023 |
OBERNDORF WILLIAM E | - | 5.96% | 119,367 | 12,067 | 11.25% | 2,949,559,000 | Mar 31, 2023 |
IVYROCK ASSET MANAGEMENT (HK) LTD | - | 5.65% | 446,697 | -15,000 | -3.25% | 11,037,883,000 | Mar 31, 2023 |
BARRIER CAPITAL MANAGEMENT, LLC | - | 5.11% | 175,482 | 175,482 | 100.00% | 4,336,160,000 | Mar 31, 2023 |
SPYGLASS CAPITAL MANAGEMENT LLC | - | 5.03% | 2,699,979 | 548,964 | 25.52% | 66,716,481,000 | Mar 31, 2023 |
FLIGHT DECK CAPITAL, LP | - | 4.10% | 215,610 | 215,610 | 100.00% | 5,327,723,000 | Mar 31, 2023 |
PRINCIPAL STREET PARTNERS, LLC | - | 3.93% | 628,785 | 1,304 | 0.21% | 15,537,277,000 | Mar 31, 2023 |
FIRST GROWTH INVESTMENT MANAGER LP | - | 3.46% | 78,000 | 33,500 | 75.28% | 1,927,380,000 | Mar 31, 2023 |
GREENHOUSE FUNDS LLLP | - | 2.41% | 1,162,422 | 266,303 | 29.72% | 28,723,448,000 | Mar 31, 2023 |
BORDEAUX WEALTH ADVISORS LLC | - | 2.40% | 188,733 | 17 | 0.01% | 4,663,593,000 | Mar 31, 2023 |
PROSPECT CAPITAL ADVISORS, LLC | - | 2.01% | 179,400 | 179,400 | 100.00% | 4,432,974,000 | Mar 31, 2023 |
TIGER GLOBAL MANAGEMENT LLC | - | 1.68% | 7,489,728 | 1,251,128 | 20.05% | 185,071,179,000 | Mar 31, 2023 |
RENAISSANCE CAPITAL LLC | - | 1.67% | 91,506 | -9,973 | -9.83% | 2,261,113,000 | Mar 31, 2023 |
AQUILA INVESTMENT MANAGEMENT LLC | - | 1.45% | 71,000 | 41,000 | 136.67% | 1,754,410,000 | Mar 31, 2023 |
LA FINANCIERE DE L'ECHIQUIER | - | 1.34% | 1,030,520 | 97,520 | 10.45% | 25,464,150,000 | Mar 31, 2023 |
ADVANTAGE ALPHA CAPITAL PARTNERS LP | - | 1.33% | 258,511 | 258,511 | 100.00% | 6,387,807,000 | Mar 31, 2023 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VIKING GLOBAL INVESTORS LP | - | 0.77% | 6,666,576 | 6,666,576 | 100.00% | 164,731,093,000 | Mar 31, 2023 |
HMI CAPITAL MANAGEMENT, L.P. | - | 7.88% | 8,166,490 | 6,547,500 | 404.42% | 201,793,968,000 | Mar 31, 2023 |
DRAGONEER INVESTMENT GROUP, LLC | - | 12.41% | 21,203,833 | 6,297,841 | 42.25% | 523,946,713,000 | Mar 31, 2023 |
BESSEMER GROUP INC | - | 0.18% | 3,016,934 | 3,016,893 | 7358275.61% | 74,549,000 | Mar 31, 2023 |
AMUNDI | - | 0.04% | 3,154,650 | 2,336,987 | 285.81% | 72,525,404,000 | Mar 31, 2023 |
RENAISSANCE TECHNOLOGIES LLC | - | 0.11% | 3,260,500 | 2,301,800 | 240.10% | 80,567,000 | Mar 31, 2023 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | 0.20% | 1,922,872 | 1,848,479 | 2484.75% | 47,514,167,000 | Mar 31, 2023 |
TIGER GLOBAL MANAGEMENT LLC | - | 1.68% | 7,489,728 | 1,251,128 | 20.05% | 185,071,179,000 | Mar 31, 2023 |
MACQUARIE GROUP LTD | - | 0.10% | 3,597,905 | 1,236,560 | 52.37% | 88,904,003,000 | Mar 31, 2023 |
BANK OF NOVA SCOTIA | - | 0.06% | 827,931 | 827,931 | 100.00% | 20,458,140,000 | Mar 31, 2023 |
MAN GROUP PLC | - | 0.11% | 1,272,531 | 813,931 | 177.48% | 31,444,240,000 | Mar 31, 2023 |
WORLDQUANT MILLENNIUM ADVISORS LLC | - | 0.37% | 811,906 | 811,906 | 100.00% | 20,062,000 | Mar 31, 2023 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | 0.10% | 811,606 | 811,606 | 100.00% | 20,054,784,000 | Mar 31, 2023 |
CADIAN CAPITAL MANAGEMENT, LP | - | 1.22% | 790,000 | 790,000 | 100.00% | 19,520,900,000 | Mar 31, 2023 |
MARSHALL WACE, LLP | - | 0.04% | 757,043 | 740,954 | 4605.35% | 18,706,532,000 | Mar 31, 2023 |
TRUIST FINANCIAL CORP | - | 0.03% | 750,741 | 735,108 | 4702.28% | 18,550,810,000 | Mar 31, 2023 |
TWINBEECH CAPITAL LP | - | 0.32% | 640,346 | 640,346 | 100.00% | 15,822,950,000 | Mar 31, 2023 |
TWO SIGMA ADVISERS, LP | - | 0.04% | 557,500 | 557,500 | 100.00% | 13,775,825,000 | Mar 31, 2023 |
SPYGLASS CAPITAL MANAGEMENT LLC | - | 5.03% | 2,699,979 | 548,964 | 25.52% | 66,716,481,000 | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | - | 0.04% | 514,651 | 514,651 | 100.00% | 12,717,026,000 | Mar 31, 2023 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JENNISON ASSOCIATES LLC | - | 0.02% | 826,046 | -6,704,753 | -89.03% | 20,411,597,000 | Mar 31, 2023 |
WELLINGTON MANAGEMENT GROUP LLP | - | 0.09% | 18,452,000 | -6,593,153 | -26.33% | 455,948,920,000 | Mar 31, 2023 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | - | - | - | -4,947,189 | -100.00% | - | Mar 31, 2023 |
CITADEL ADVISORS LLC | - | 0.00% | 356,188 | -4,232,560 | -92.24% | 8,801,406,000 | Mar 31, 2023 |
MORGAN STANLEY | - | 0.06% | 22,647,664 | -3,737,893 | -14.17% | 559,623,779,000 | Mar 31, 2023 |
CAPITAL WORLD INVESTORS | - | 0.19% | 36,664,690 | -3,575,390 | -8.89% | 905,984,477,000 | Mar 31, 2023 |
BLACKROCK INC. | - | 0.01% | 16,894,739 | -3,430,458 | -16.88% | 417,469,002,000 | Mar 31, 2023 |
EVENTIDE ASSET MANAGEMENT, LLC | - | 0.00% | 1,067 | -3,206,091 | -99.97% | 26,366,000 | Mar 31, 2023 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | 0.10% | 2,374,735 | -2,001,982 | -45.74% | 58,679,722,000 | Mar 31, 2023 |
STRS OHIO | - | 0.02% | 195,000 | -1,900,000 | -90.69% | 4,818,000 | Mar 31, 2023 |
FRANKLIN RESOURCES INC | - | 0.00% | 12,599 | -1,872,246 | -99.33% | 311,322,000 | Mar 31, 2023 |
NUVEEN ASSET MANAGEMENT, LLC | - | 0.03% | 2,749,451 | -1,853,338 | -40.27% | 67,939,000 | Mar 31, 2023 |
GLENVIEW CAPITAL MANAGEMENT, LLC | - | - | - | -1,746,519 | -100.00% | - | Mar 31, 2023 |
UBS ASSET MANAGEMENT AMERICAS INC | - | 0.02% | 1,515,025 | -1,746,188 | -53.54% | 37,436,268,000 | Mar 31, 2023 |
GOLDMAN SACHS GROUP INC | - | 0.00% | 252,672 | -1,287,940 | -83.60% | 6,243,525,000 | Mar 31, 2023 |
FMR LLC | - | 0.01% | 4,198,354 | -1,151,555 | -21.52% | 103,741,328,000 | Mar 31, 2023 |
AMERIPRISE FINANCIAL INC | - | 0.04% | 5,116,371 | -948,233 | -15.64% | 126,425,547,000 | Mar 31, 2023 |
JPMORGAN CHASE & CO | - | 0.00% | 666,019 | -791,965 | -54.32% | 16,458,000,000 | Mar 31, 2023 |
NOMURA HOLDINGS INC | - | 0.05% | 686,292 | -712,559 | -50.94% | 16,958,276,000 | Mar 31, 2023 |
BAMCO INC /NY/ | - | 0.21% | 2,891,437 | -706,365 | -19.63% | 71,447,408,000 | Mar 31, 2023 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VIKING GLOBAL INVESTORS LP | - | 0.77% | 6,666,576 | 6,666,576 | 100.00% | 164,731,093,000 | Mar 31, 2023 |
BANK OF NOVA SCOTIA | - | 0.06% | 827,931 | 827,931 | 100.00% | 20,458,140,000 | Mar 31, 2023 |
WORLDQUANT MILLENNIUM ADVISORS LLC | - | 0.37% | 811,906 | 811,906 | 100.00% | 20,062,000 | Mar 31, 2023 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | 0.10% | 811,606 | 811,606 | 100.00% | 20,054,784,000 | Mar 31, 2023 |
CADIAN CAPITAL MANAGEMENT, LP | - | 1.22% | 790,000 | 790,000 | 100.00% | 19,520,900,000 | Mar 31, 2023 |
TWINBEECH CAPITAL LP | - | 0.32% | 640,346 | 640,346 | 100.00% | 15,822,950,000 | Mar 31, 2023 |
TWO SIGMA ADVISERS, LP | - | 0.04% | 557,500 | 557,500 | 100.00% | 13,775,825,000 | Mar 31, 2023 |
TWO SIGMA INVESTMENTS, LP | - | 0.04% | 514,651 | 514,651 | 100.00% | 12,717,026,000 | Mar 31, 2023 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | - | 0.03% | 500,000 | 500,000 | 100.00% | 12,355,000,000 | Mar 31, 2023 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | 0.04% | 297,783 | 297,783 | 100.00% | 7,358,207,000 | Mar 31, 2023 |
ADVANTAGE ALPHA CAPITAL PARTNERS LP | - | 1.33% | 258,511 | 258,511 | 100.00% | 6,387,807,000 | Mar 31, 2023 |
LMR PARTNERS LLP | - | 0.10% | 250,000 | 250,000 | 100.00% | 6,177,500,000 | Mar 31, 2023 |
M&G INVESTMENT MANAGEMENT LTD | - | 0.03% | 246,647 | 246,647 | 100.00% | 6,166,175,000 | Mar 31, 2023 |
D. E. SHAW & CO., INC. | - | 0.01% | 245,200 | 245,200 | 100.00% | 6,058,892,000 | Mar 31, 2023 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | 0.01% | 217,770 | 217,770 | 100.00% | 5,381,000 | Mar 31, 2023 |
FLIGHT DECK CAPITAL, LP | - | 4.10% | 215,610 | 215,610 | 100.00% | 5,327,723,000 | Mar 31, 2023 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | 0.04% | 202,408 | 202,408 | 100.00% | 5,002,000 | Mar 31, 2023 |
ROYCE & ASSOCIATES LP | - | 0.05% | 191,010 | 191,010 | 100.00% | 4,720,000 | Mar 31, 2023 |
PROSPECT CAPITAL ADVISORS, LLC | - | 2.01% | 179,400 | 179,400 | 100.00% | 4,432,974,000 | Mar 31, 2023 |
BARRIER CAPITAL MANAGEMENT, LLC | - | 5.11% | 175,482 | 175,482 | 100.00% | 4,336,160,000 | Mar 31, 2023 |
TREXQUANT INVESTMENT LP | - | 0.11% | 165,453 | 165,453 | 100.00% | 4,088,344,000 | Mar 31, 2023 |
ENGINEERS GATE MANAGER LP | - | 0.15% | 147,223 | 147,223 | 100.00% | 3,637,880,000 | Mar 31, 2023 |
CAPITAL FUND MANAGEMENT S.A. | - | 0.02% | 142,000 | 142,000 | 100.00% | 3,508,820,000 | Mar 31, 2023 |
CIBC PRIVATE WEALTH GROUP, LLC | - | 0.01% | 119,000 | 119,000 | 100.00% | 2,940,490,000 | Mar 31, 2023 |
JEFFERIES FINANCIAL GROUP INC. | - | 0.02% | 102,810 | 102,810 | 100.00% | 2,540,435,000 | Mar 31, 2023 |
JEFFERIES FINANCIAL GROUP INC. | - | 0.02% | 91,600 | 91,600 | 100.00% | 2,263,436,000 | Mar 31, 2023 |
DAVENPORT & CO LLC | - | 0.02% | 78,627 | 78,627 | 100.00% | 1,942,873,000 | Mar 31, 2023 |
GREAT LAKES ADVISORS, LLC | - | 0.02% | 77,335 | 77,335 | 100.00% | 1,910,950,000 | Mar 31, 2023 |
AE WEALTH MANAGEMENT LLC | - | 0.01% | 71,212 | 71,212 | 100.00% | 1,759,649,000 | Mar 31, 2023 |
KULA INVESTMENTS, LLC | - | 0.40% | 65,645 | 65,645 | 100.00% | 1,622,088,000 | Mar 31, 2023 |
UBS OCONNOR LLC | - | 0.07% | 62,500 | 62,500 | 100.00% | 1,544,375,000,000 | Mar 31, 2023 |
CRESTLINE MANAGEMENT, LP | - | 0.18% | 60,301 | 60,301 | 100.00% | 1,490,038,000 | Mar 31, 2023 |
AIGEN INVESTMENT MANAGEMENT, LP | - | 0.17% | 49,945 | 49,945 | 100.00% | 1,234,141,000 | Mar 31, 2023 |
FOX RUN MANAGEMENT, L.L.C. | - | 0.39% | 48,426 | 48,426 | 100.00% | 1,196,606,000 | Mar 31, 2023 |
JUMP FINANCIAL, LLC | - | 0.05% | 47,295 | 47,295 | 100.00% | 1,168,660,000 | Mar 31, 2023 |
AQUATIC CAPITAL MANAGEMENT LLC | - | 0.07% | 46,200 | 46,200 | 100.00% | 1,142,000 | Mar 31, 2023 |
NUMERAI GP LLC | - | 0.37% | 45,075 | 45,075 | 100.00% | 1,113,803,000 | Mar 31, 2023 |
PERPETUAL LTD | - | 0.01% | 45,000 | 45,000 | 100.00% | 1,111,950,000 | Mar 31, 2023 |
Y-INTERCEPT (HONG KONG) LTD | - | 0.13% | 43,908 | 43,908 | 100.00% | 1,084,967,000 | Mar 31, 2023 |
HBK INVESTMENTS L P | - | 0.01% | 43,345 | 43,345 | 100.00% | 1,071,055,000 | Mar 31, 2023 |
MAVERICK CAPITAL LTD | - | 0.02% | 28,054 | 28,054 | 100.00% | 693,214,000 | Mar 31, 2023 |
OLD MISSION CAPITAL LLC | - | 0.01% | 27,955 | 27,955 | 100.00% | 690,768,000 | Mar 31, 2023 |
ECHO STREET CAPITAL MANAGEMENT LLC | - | 0.01% | 26,947 | 26,947 | 100.00% | 665,860,000 | Mar 31, 2023 |
KERRISDALE ADVISERS, LLC | - | 0.19% | 26,355 | 26,355 | 100.00% | 651,232,000 | Mar 31, 2023 |
NATIXIS ADVISORS, L.P. | - | 0.00% | 25,391 | 25,391 | 100.00% | 627,000 | Mar 31, 2023 |
CAPROCK GROUP, LLC | - | 0.05% | 24,193 | 24,193 | 100.00% | 597,809,000 | Mar 31, 2023 |
BESSEMER SECURITIES LLC | - | 0.27% | 23,800 | 23,800 | 100.00% | 588,000 | Mar 31, 2023 |
AQR CAPITAL MANAGEMENT LLC | - | 0.00% | 22,255 | 22,255 | 100.00% | 545,248,000 | Mar 31, 2023 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | 0.00% | 21,200 | 21,200 | 100.00% | 523,852,000 | Mar 31, 2023 |
PROFICIO CAPITAL PARTNERS LLC | - | 0.00% | 13,294 | 13,294 | 100.00% | 13,294,000 | Mar 31, 2023 |
LEVIN CAPITAL STRATEGIES, L.P. | - | 0.04% | 13,273 | 13,273 | 100.00% | 327,976,000 | Mar 31, 2023 |
BOOTHBAY FUND MANAGEMENT, LLC | - | 0.01% | 12,999 | 12,999 | 100.00% | 321,205,000 | Mar 31, 2023 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | 0.03% | 12,074 | 12,074 | 100.00% | 298,000 | Mar 31, 2023 |
WOODLINE PARTNERS LP | - | 0.00% | 11,043 | 11,043 | 100.00% | 272,873,000 | Mar 31, 2023 |
MALAGA COVE CAPITAL, LLC | - | 0.11% | 9,353 | 9,353 | 100.00% | 231,113,000 | Mar 31, 2023 |
BLUESHIFT ASSET MANAGEMENT, LLC | - | 0.09% | 8,992 | 8,992 | 100.00% | 222,192,000 | Mar 31, 2023 |
HARBOR CAPITAL ADVISORS, INC. | - | 0.06% | 8,947 | 8,947 | 100.00% | 221,080,000 | Mar 31, 2023 |
EXCHANGE TRADED CONCEPTS, LLC | - | 0.00% | 4,131 | 4,131 | 100.00% | 102,077,000 | Mar 31, 2023 |
OSTRUM ASSET MANAGEMENT | - | 0.01% | 3,498 | 3,498 | 100.00% | 86,436,000 | Mar 31, 2023 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | - | 0.00% | 3,355 | 3,355 | 100.00% | 82,902,000 | Mar 31, 2023 |
MACHINA CAPITAL S.A.S. | - | 0.05% | 2,300 | 2,300 | 100.00% | 56,833,000 | Mar 31, 2023 |
HIGHMARK WEALTH MANAGEMENT LLC | - | 0.03% | 1,676 | 1,676 | 100.00% | 41,414,000 | Mar 31, 2023 |
WALLEYE TRADING LLC | - | 0.00% | 1,027 | 1,027 | 100.00% | 25,377,000 | Mar 31, 2023 |
RIVERVIEW TRUST CO | - | 0.01% | 518 | 518 | 100.00% | 12,800,000 | Mar 31, 2023 |
PERFORMA LTD (US), LLC | - | 0.01% | 500 | 500 | 100.00% | 12,355,000 | Mar 31, 2023 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | 0.00% | 371 | 371 | 100.00% | 9,167,000 | Mar 31, 2023 |
MANCHESTER CAPITAL MANAGEMENT LLC | - | 0.00% | 289 | 289 | 100.00% | 7,142,000 | Mar 31, 2023 |
WHITTIER TRUST CO | - | 0.00% | 281 | 281 | 100.00% | 6,940,000 | Mar 31, 2023 |
OPEROSE ADVISORS LLC | - | 0.00% | 200 | 200 | 100.00% | 4,942,000 | Mar 31, 2023 |
VENTURI WEALTH MANAGEMENT, LLC | - | 0.00% | 162 | 162 | 100.00% | 4,004,000 | Mar 31, 2023 |
SUNBELT SECURITIES, INC. | - | 0.00% | 150 | 150 | 100.00% | 3,663,000 | Mar 31, 2023 |
CHILTON CAPITAL MANAGEMENT LLC | - | 0.00% | 127 | 127 | 100.00% | 3,139,000 | Mar 31, 2023 |
QUENT CAPITAL, LLC | - | 0.00% | 54 | 54 | 100.00% | 1,334,000 | Mar 31, 2023 |
WEST OAK CAPITAL, LLC | - | 0.00% | 50 | 50 | 100.00% | 1,236,000 | Mar 31, 2023 |
25 LLC | - | 0.00% | 23 | 23 | 100.00% | 486,000 | Mar 31, 2023 |
HERITAGE WEALTH ADVISORS | - | - | 20 | 20 | 100.00% | 494,000 | Mar 31, 2023 |
GPS WEALTH STRATEGIES GROUP, LLC | - | - | 3 | 3 | 100.00% | 74,000 | Mar 31, 2023 |
TCI WEALTH ADVISORS, INC. | - | - | 2 | 2 | 100.00% | 50,000 | Mar 31, 2023 |
TRADEWINDS CAPITAL MANAGEMENT, LLC | - | - | 2 | 2 | 100.00% | 50,000 | Mar 31, 2023 |
TRUE WEALTH DESIGN, LLC | - | - | 1 | 1 | 100.00% | 25,000 | Mar 31, 2023 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ARTISAN PARTNERS LIMITED PARTNERSHIP | - | - | - | -4,947,189 | -100.00% | - | Mar 31, 2023 |
GLENVIEW CAPITAL MANAGEMENT, LLC | - | - | - | -1,746,519 | -100.00% | - | Mar 31, 2023 |
SRS INVESTMENT MANAGEMENT, LLC | - | - | - | -675,356 | -100.00% | - | Mar 31, 2023 |
GMT CAPITAL CORP | - | - | - | -586,100 | -100.00% | - | Mar 31, 2023 |
FRED ALGER MANAGEMENT, LLC | - | - | - | -391,737 | -100.00% | - | Mar 31, 2023 |
REDWOOD INVESTMENTS, LLC | - | - | - | -97,280 | -100.00% | - | Mar 31, 2023 |
BRIDGEWATER ASSOCIATES, LP | - | - | - | -93,181 | -100.00% | - | Mar 31, 2023 |
SEVEN EIGHT CAPITAL, LP | - | - | - | -58,876 | -100.00% | - | Mar 31, 2023 |
CRESSET ASSET MANAGEMENT, LLC | - | - | - | -52,679 | -100.00% | - | Mar 31, 2023 |
BROOKFIELD CORP /ON/ | - | - | - | -52,361 | -100.00% | - | Mar 31, 2023 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -52,218 | -100.00% | - | Mar 31, 2023 |
NISHKAMA CAPITAL, LLC | - | - | - | -51,496 | -100.00% | - | Mar 31, 2023 |
D. E. SHAW & CO., INC. | - | - | - | -47,400 | -100.00% | - | Mar 31, 2023 |
NISA INVESTMENT ADVISORS, LLC | - | - | - | -36,500 | -100.00% | - | Mar 31, 2023 |
WESBANCO BANK INC | - | - | - | -33,145 | -100.00% | - | Mar 31, 2023 |
BARCLAYS PLC | - | - | - | -30,000 | -100.00% | - | Mar 31, 2023 |
UNITED AMERICAN SECURITIES INC. (D/B/A UAS ASSET MANAGEMENT) | - | - | - | -25,075 | -100.00% | - | Mar 31, 2023 |
DAI-ICHI LIFE INSURANCE COMPANY, LTD | - | - | - | -22,401 | -100.00% | - | Mar 31, 2023 |
GILDER GAGNON HOWE & CO LLC | - | - | - | -19,974 | -100.00% | - | Mar 31, 2023 |
HARBOR ADVISORS LLC | - | - | - | -18,500 | -100.00% | - | Mar 31, 2023 |
COHEN LAWRENCE B | - | - | - | -17,852 | -100.00% | - | Mar 31, 2023 |
TAIKA CAPITAL, LP | - | - | - | -17,800 | -100.00% | - | Mar 31, 2023 |
PALOMA PARTNERS MANAGEMENT CO | - | - | - | -17,800 | -100.00% | - | Mar 31, 2023 |
CAAS CAPITAL MANAGEMENT LP | - | - | - | -17,000 | -100.00% | - | Mar 31, 2023 |
KORNITZER CAPITAL MANAGEMENT INC /KS | - | - | - | -17,000 | -100.00% | - | Mar 31, 2023 |
IMPAX ASSET MANAGEMENT GROUP PLC | - | - | - | -15,364 | -100.00% | - | Mar 31, 2023 |
ALLSTATE CORP | - | - | - | -15,244 | -100.00% | - | Mar 31, 2023 |
PALOMA PARTNERS MANAGEMENT CO | - | - | - | -14,655 | -100.00% | - | Mar 31, 2023 |
MARINER, LLC | - | - | - | -11,535 | -100.00% | - | Mar 31, 2023 |
METIS GLOBAL PARTNERS, LLC | - | - | - | -11,267 | -100.00% | - | Mar 31, 2023 |
PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -11,047 | -100.00% | - | Mar 31, 2023 |
ETHIC INC. | - | - | - | -10,345 | -100.00% | - | Mar 31, 2023 |
ALTFEST L J & CO INC | - | - | - | -10,278 | -100.00% | - | Mar 31, 2023 |
WEALTHFRONT ADVISERS LLC | - | - | - | -10,101 | -100.00% | - | Mar 31, 2023 |
BANK JULIUS BAER & CO. LTD, ZURICH | - | - | - | -8,634 | -100.00% | - | Mar 31, 2023 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -8,578 | -100.00% | - | Mar 31, 2023 |
TUDOR INVESTMENT CORP ET AL | - | - | - | -8,500 | -100.00% | - | Mar 31, 2023 |
PEARL RIVER CAPITAL, LLC | - | - | - | -8,120 | -100.00% | - | Mar 31, 2023 |
CIPHER CAPITAL LP | - | - | - | -7,603 | -100.00% | - | Mar 31, 2023 |
SLOY DAHL & HOLST, LLC | - | - | - | -7,470 | -100.00% | - | Mar 31, 2023 |
Y.D. MORE INVESTMENTS LTD | - | - | - | -5,919 | -100.00% | - | Mar 31, 2023 |
STATE OF WYOMING | - | - | - | -4,456 | -100.00% | - | Mar 31, 2023 |
SG AMERICAS SECURITIES, LLC | - | - | - | -3,457 | -100.00% | - | Mar 31, 2023 |
KRAEMATON INVESTMENT ADVISORS, INC | - | - | - | -1,190 | -100.00% | - | Mar 31, 2023 |
COMPAGNIE LOMBARD ODIER SCMA | - | - | - | -1,178 | -100.00% | - | Mar 31, 2023 |
PALOMA PARTNERS MANAGEMENT CO | - | - | - | -1,000 | -100.00% | - | Mar 31, 2023 |
DUPONT CAPITAL MANAGEMENT CORP | - | - | - | -763 | -100.00% | - | Mar 31, 2023 |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -760 | -100.00% | - | Mar 31, 2023 |
SOLSTEIN CAPITAL, LLC | - | - | - | -660 | -100.00% | - | Mar 31, 2023 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -599 | -100.00% | - | Mar 31, 2023 |
COMERICA SECURITIES,INC. | - | - | - | -374 | -100.00% | - | Mar 31, 2023 |
ELEQUIN SECURITIES, LLC | - | - | - | -338 | -100.00% | - | Mar 31, 2023 |
GLASSMAN WEALTH SERVICES | - | - | - | -301 | -100.00% | - | Mar 31, 2023 |
MONEY CONCEPTS CAPITAL CORP | - | - | - | -200 | -100.00% | - | Mar 31, 2023 |
BEAIRD HARRIS WEALTH MANAGEMENT, LLC | - | - | - | -163 | -100.00% | - | Mar 31, 2023 |
J.SAFRA ASSET MANAGEMENT CORP | - | - | - | -104 | -100.00% | - | Mar 31, 2023 |
WORTH ASSET MANAGEMENT, LLC | - | - | - | -100 | -100.00% | - | Mar 31, 2023 |
BAKER AVENUE ASSET MANAGEMENT, LP | - | - | - | -48 | -100.00% | - | Mar 31, 2023 |
ACCURATE WEALTH MANAGEMENT, LLC | - | - | - | -45 | -100.00% | - | Mar 31, 2023 |
CAPITAL ADVISORS, LTD. LLC | - | - | - | -44 | -100.00% | - | Mar 31, 2023 |
ITAU UNIBANCO HOLDING S.A. | - | - | - | -36 | -100.00% | - | Mar 31, 2023 |
PARAGON WEALTH STRATEGIES, LLC | - | - | - | -35 | -100.00% | - | Mar 31, 2023 |
VERSANT CAPITAL MANAGEMENT, INC | - | - | - | -16 | -100.00% | - | Mar 31, 2023 |
FOCUSED WEALTH MANAGEMENT, INC | - | - | - | -14 | -100.00% | - | Mar 31, 2023 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | - | - | - | -12 | -100.00% | - | Mar 31, 2023 |
GHP INVESTMENT ADVISORS, INC. | - | - | - | -12 | -100.00% | - | Mar 31, 2023 |
ZoomInfo Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Manager Directed Portfolios | 10.09% | 1,652,092 | - | - | Jan 31, 2024 |
AGF Investments Trust | 3.15% | -59,624 | 20,743 | -25.81% | Mar 31, 2024 |
HARTFORD HLS SERIES FUND II INC | 1.34% | 328,607 | 14,613 | 4.65% | Dec 31, 2023 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.62% | 2,422,004 | 20,453 | 0.85% | Mar 28, 2024 |
T. Rowe Price Science & Technology Fund, Inc. | 0.47% | 675,400 | - | - | Mar 31, 2024 |
AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.42% | 8,837,400 | - | - | Mar 31, 2024 |
BNY MELLON MIDCAP INDEX FUND, INC. | 0.42% | 183,179 | -18,446 | -9.15% | Jan 31, 2024 |
REYNOLDS FUNDS INC | 0.39% | 4,400 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.36% | 3,561,384 | 80,884 | 2.32% | Mar 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.34% | 278,585 | - | - | Mar 31, 2024 |
EntrepreneurShares Series Trust | 0.28% | 75,286 | 16,211 | 27.44% | Dec 31, 2023 |
AQUILA FUNDS TRUST | 0.26% | 243,000 | - | - | Mar 28, 2024 |
FRANKLIN STRATEGIC SERIES | 0.22% | 1,840,300 | 481,800 | 35.47% | Jan 31, 2024 |
M FUND INC | 0.21% | 96,017 | 5,931 | 6.58% | Mar 31, 2024 |
PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.17% | 725,679 | - | - | Mar 28, 2024 |
Federated Hermes Index Trust | 0.16% | 36,348 | -9,401 | -20.55% | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.16% | 1,281,700 | 282,900 | 28.32% | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.14% | 603,138 | -32,234 | -5.07% | Feb 29, 2024 |
Neuberger Berman Next Generation Connectivity Fund Inc. | 0.14% | 258,105 | -179 | -0.07% | Jan 31, 2024 |
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.14% | 965,392 | - | - | Mar 31, 2024 |
Federated Hermes MDT Series | 0.14% | 335,268 | -57,433 | -14.63% | Jan 31, 2024 |
ALLSPRING VARIABLE TRUST | 0.13% | 80,500 | - | - | Mar 31, 2024 |
Vanguard Montgomery Funds | 0.12% | 29,365 | - | - | Mar 31, 2024 |
FIDELITY SELECT PORTFOLIOS | 0.11% | 7,318,036 | 1,756,600 | 31.59% | Feb 29, 2024 |
SYNTAX ETF TRUST | 0.08% | 2,555 | -130 | -4.84% | Mar 31, 2024 |
NEW ECONOMY FUND | 0.07% | 338,700 | - | - | Feb 29, 2024 |
Advantage Advisers Xanthus Fund, L.L.C. | 0.07% | 207,346 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.07% | 28,833,617 | -4,929,479 | -14.60% | Mar 31, 2024 |
Engine No. 1 ETF Trust | 0.06% | 3,609 | - | - | Jan 31, 2024 |
ACAP Strategic Fund | 0.05% | 709,127 | - | - | Mar 31, 2024 |
FIDELITY ADVISOR SERIES I | 0.05% | 8,689,182 | 3,112,998 | 55.83% | Feb 29, 2024 |
Calvert Responsible Index Series, Inc. | 0.04% | 60,326 | - | - | Mar 31, 2024 |
FIDELITY MT VERNON STREET TRUST | 0.03% | 997,800 | - | - | Feb 29, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.03% | 7,616 | - | - | Mar 31, 2024 |
FIDELITY COMMONWEALTH TRUST | 0.03% | 98,031 | 1,581 | 1.64% | Feb 29, 2024 |
Federated Hermes Adviser Series | 0.03% | 188,431 | 18,547 | 10.92% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.02% | 65,408 | - | - | Mar 31, 2024 |
GROWTH FUND OF AMERICA | 0.02% | 582,670 | - | - | Feb 29, 2024 |
STERLING CAPITAL FUNDS | 0.02% | 500,442 | - | - | Mar 28, 2024 |
ROYCE FUND | 0.02% | 137,520 | - | - | Mar 31, 2024 |
PRIMECAP Odyssey Funds | 0.02% | 157,969 | -34,500 | -17.92% | Jan 31, 2024 |
FIDELITY COVINGTON TRUST | 0.02% | 358,928 | 58,126 | 19.32% | Jan 31, 2024 |
AZZAD FUNDS | 0.02% | 43,466 | - | - | Mar 31, 2024 |
AMG Funds I | 0.02% | 36,713 | 28,166 | 329.54% | Jan 31, 2024 |
Humankind Benefit Corp | 0.02% | 378 | 88 | 30.34% | Dec 31, 2023 |
TrimTabs ETF Trust | 0.02% | 11,008 | - | - | Jan 31, 2024 |
Voya EQUITY TRUST | 0.02% | 23,736 | 2,764 | 13.18% | Feb 29, 2024 |
VANGUARD WORLD FUND | 0.02% | 3,889,503 | -5,776,958 | -59.76% | Feb 29, 2024 |
VANGUARD EXPLORER FUND | 0.01% | 173,719 | - | - | Jan 31, 2024 |
IndexIQ ETF Trust | 0.01% | 31,552 | 1,409 | 4.67% | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.01% | 2,836,263 | 15,552 | 0.55% | Feb 29, 2024 |
VANGUARD HORIZON FUNDS | 0.01% | 318,900 | 33,950 | 11.91% | Mar 31, 2024 |
AMERICAN BALANCED FUND | 0.01% | 9,127,300 | - | - | Mar 31, 2024 |
MML SERIES INVESTMENT FUND | 0.01% | 110,786 | 3,064 | 2.84% | Dec 31, 2023 |
John Hancock Exchange-Traded Fund Trust | 0.01% | 67,447 | -216 | -0.32% | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 27,300 | - | - | Mar 31, 2024 |
Ivy Variable Insurance Portfolios | 0.01% | 214,829 | - | - | Mar 28, 2024 |
Goldman Sachs ETF Trust II | 0.01% | 9,555 | 24 | 0.25% | Feb 29, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.01% | 6,219 | 512 | 8.97% | Sep 30, 2023 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 19,565 | - | - | Mar 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 4,972 | -243 | -4.66% | Mar 31, 2024 |
Natixis Funds Trust IV | 0.01% | 2,601 | 79 | 3.13% | Jan 31, 2024 |
IVY FUNDS | 0.01% | 2,600,301 | - | - | Mar 28, 2024 |
SHELTON FUNDS | 0.01% | 12,776 | 6,324 | 98.02% | Feb 29, 2024 |
HARTFORD SERIES FUND INC | 0.01% | 309,746 | 121,894 | 64.89% | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.01% | 213,495 | -24,446 | -10.27% | Mar 31, 2024 |
SEASONS SERIES TRUST | 0.01% | 167,446 | -137,433 | -45.08% | Mar 31, 2024 |
STEWARD FUNDS, INC. | 0.01% | 15,048 | - | - | Jan 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.01% | 193,476 | 39,634 | 25.76% | Mar 31, 2024 |
RYDEX VARIABLE TRUST | 0.01% | 7,004 | 890 | 14.56% | Dec 31, 2023 |
SCHWAB CAPITAL TRUST | 0.01% | 226,444 | 15,269 | 7.23% | Jan 31, 2024 |
AB CAP FUND, INC. | 0.01% | 183,461 | 183,461 | - | Mar 31, 2024 |
RYDEX SERIES FUNDS | 0.00% | 18,807 | -7,074 | -27.33% | Dec 31, 2023 |
Amplify ETF Trust | 0.00% | 120,807 | 120,807 | - | Mar 31, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 172,029 | -2,844 | -1.63% | Mar 31, 2024 |
TIMOTHY PLAN | 0.00% | 19,624 | - | - | Mar 31, 2024 |
NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 435,354 | -5,477 | -1.24% | Mar 31, 2024 |
VANGUARD WHITEHALL FUNDS | 0.00% | 360,212 | -1,074,606 | -74.89% | Jan 31, 2024 |
GREEN CENTURY FUNDS | 0.00% | 7,637 | 504 | 7.07% | Jan 31, 2024 |
OLD WESTBURY FUNDS INC | 0.00% | 487,942 | - | - | Jan 31, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 191,367 | -375,513 | -66.24% | Mar 31, 2024 |
ALPS ETF Trust | 0.00% | 45,678 | - | - | Feb 29, 2024 |
Federated Hermes Equity Funds | 0.00% | 68,695 | -780,108 | -91.91% | Jan 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.00% | 4,086 | - | - | Mar 28, 2024 |
Nushares ETF Trust | 0.00% | 24,786 | -113,959 | -82.14% | Jan 31, 2024 |
GUINNESS ATKINSON FUNDS | 0.00% | 1,542 | 198 | 14.73% | Mar 31, 2024 |
Harbor ETF Trust | 0.00% | 15,047 | 3,633 | 31.83% | Jan 31, 2024 |
FundVantage Trust | 0.00% | 49,599 | 49,596 | 1653200.00% | Mar 28, 2024 |
OHIO NATIONAL FUND INC | 0.00% | 62,507 | -2,496 | -3.84% | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 1,759,842 | 7,612 | 0.43% | Feb 29, 2024 |
PENN SERIES FUNDS INC | 0.00% | 87,105 | - | - | Mar 28, 2024 |
Catholic Responsible Investments Funds | 0.00% | 105,231 | -63,036 | -37.46% | Jan 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 61,860 | -3,492 | -5.34% | Mar 31, 2024 |
MORGAN STANLEY INSTITUTIONAL FUND INC | 0.00% | 186,705 | -203,055 | -52.10% | Mar 31, 2024 |
THRIVENT MUTUAL FUNDS | 0.00% | 251,811 | - | - | Mar 28, 2024 |
Securian Funds Trust | 0.00% | 24,361 | -638 | -2.55% | Mar 31, 2024 |
Fidelity Central Investment Portfolios LLC | 0.00% | 118,000 | - | - | Feb 29, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 125,196 | -7,291 | -5.50% | Dec 31, 2023 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 205,582 | - | - | Mar 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 287,857 | 190,562 | 195.86% | Jan 31, 2024 |
ZoomInfo Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Mar, 23 | 379 | 1.07% |
31 Dec, 22 | 375 | -7.41% |
30 Sep, 22 | 405 | 15.38% |
30 Jun, 22 | 351 | 4.15% |
31 Mar, 22 | 337 | 2.43% |
31 Dec, 21 | 329 | 18.35% |
30 Sep, 21 | 278 | 42.56% |
30 Jun, 21 | 195 | 14.71% |
31 Mar, 21 | 170 | 3.66% |
31 Dec, 20 | 164 | 28.13% |
30 Sep, 20 | 128 | 7.56% |
30 Jun, 20 | 119 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 23 | 345,035,010 | -4.14% |
31 Dec, 22 | 359,951,811 | 4.84% |
30 Sep, 22 | 343,323,781 | -7.03% |
30 Jun, 22 | 369,275,823 | 8.00% |
31 Mar, 22 | 341,927,375 | 2.22% |
31 Dec, 21 | 334,501,335 | 3.41% |
30 Sep, 21 | 323,486,173 | 57.24% |
30 Jun, 21 | 205,729,565 | 8.39% |
31 Mar, 21 | 189,809,266 | 5.47% |
31 Dec, 20 | 179,957,012 | 9.11% |
30 Sep, 20 | 164,938,246 | 11.89% |
30 Jun, 20 | 147,410,422 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 23 | - | - |
31 Dec, 22 | - | - |
30 Sep, 22 | - | - |
30 Jun, 22 | - | - |
31 Mar, 22 | - | - |
31 Dec, 21 | - | - |
30 Sep, 21 | - | - |
30 Jun, 21 | - | - |
31 Mar, 21 | - | - |
31 Dec, 20 | - | - |
30 Sep, 20 | - | - |
30 Jun, 20 | - | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 23 | 134 | -8.22% |
31 Dec, 22 | 146 | -9.32% |
30 Sep, 22 | 161 | 6.62% |
30 Jun, 22 | 151 | 7.86% |
31 Mar, 22 | 140 | 26.13% |
31 Dec, 21 | 111 | 2.78% |
30 Sep, 21 | 108 | 61.19% |
30 Jun, 21 | 67 | 9.84% |
31 Mar, 21 | 61 | 10.91% |
31 Dec, 20 | 55 | 19.57% |
30 Sep, 20 | 46 | - |
30 Jun, 20 | - | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 23 | 124 | -4.62% |
31 Dec, 22 | 130 | 11.11% |
30 Sep, 22 | 117 | 34.48% |
30 Jun, 22 | 87 | -5.43% |
31 Mar, 22 | 92 | 15.00% |
31 Dec, 21 | 80 | 128.57% |
30 Sep, 21 | 35 | -10.26% |
30 Jun, 21 | 39 | -4.88% |
31 Mar, 21 | 41 | 51.85% |
31 Dec, 20 | 27 | 58.82% |
30 Sep, 20 | 17 | - |
30 Jun, 20 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 23 | 379 | 1.07% | 345,035,010 | -4.14% | - | - | 134 | -8.22% | 124 | -4.62% |
31 Dec, 22 | 375 | -7.41% | 359,951,811 | 4.84% | - | - | 146 | -9.32% | 130 | 11.11% |
30 Sep, 22 | 405 | 15.38% | 343,323,781 | -7.03% | - | - | 161 | 6.62% | 117 | 34.48% |
30 Jun, 22 | 351 | 4.15% | 369,275,823 | 8.00% | - | - | 151 | 7.86% | 87 | -5.43% |
31 Mar, 22 | 337 | 2.43% | 341,927,375 | 2.22% | - | - | 140 | 26.13% | 92 | 15.00% |
31 Dec, 21 | 329 | 18.35% | 334,501,335 | 3.41% | - | - | 111 | 2.78% | 80 | 128.57% |
30 Sep, 21 | 278 | 42.56% | 323,486,173 | 57.24% | - | - | 108 | 61.19% | 35 | -10.26% |
30 Jun, 21 | 195 | 14.71% | 205,729,565 | 8.39% | - | - | 67 | 9.84% | 39 | -4.88% |
31 Mar, 21 | 170 | 3.66% | 189,809,266 | 5.47% | - | - | 61 | 10.91% | 41 | 51.85% |
31 Dec, 20 | 164 | 28.13% | 179,957,012 | 9.11% | - | - | 55 | 19.57% | 27 | 58.82% |
30 Sep, 20 | 128 | 7.56% | 164,938,246 | 11.89% | - | - | 46 | - | 17 | - |
30 Jun, 20 | 119 | - | 147,410,422 | - | - | - | - | - | - | - |
ZoomInfo Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
ZoomInfo Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 5 | 7 | 71.43% |
Q2 2024 | 20 | 20 | 100.00% |
Q1 2024 | 4 | 13 | 30.77% |
Q4 2023 | 8 | 16 | 50.00% |
Q3 2023 | 10 | 22 | 45.45% |
Q2 2023 | 22 | 33 | 66.67% |
Q1 2023 | 10 | 26 | 38.46% |
Q4 2022 | 6 | 19 | 31.58% |
Q3 2022 | 5 | 83 | 6.02% |
Q2 2022 | 8 | 57 | 14.04% |
Q1 2022 | 12 | 121 | 9.92% |
Q4 2021 | 21 | 1,259 | 1.67% |
Q3 2021 | 1,307 | 1,892 | 69.08% |
Q2 2021 | 446 | 586 | 76.11% |
Q1 2021 | 402 | 512 | 78.52% |
Q4 2020 | 58 | 100 | 58.00% |
Q3 2020 | 52 | 64 | 81.25% |
Q2 2020 | 55 | 18 | 305.56% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | 1 | 100.00% |
Q2 2024 | - | 3 | - |
Q1 2024 | - | 1 | - |
Q4 2023 | - | 1 | - |
Q3 2023 | - | 3 | - |
Q2 2023 | - | 11 | - |
Q1 2023 | - | 7 | - |
Q4 2022 | - | 7 | - |
Q3 2022 | - | 48 | - |
Q2 2022 | - | 41 | - |
Q1 2022 | - | 101 | - |
Q4 2021 | - | 1,225 | - |
Q3 2021 | - | 841 | - |
Q2 2021 | - | 127 | - |
Q1 2021 | - | 94 | - |
Q4 2020 | - | 24 | - |
Q3 2020 | - | 8 | - |
Q2 2020 | - | - | - |
ZI Ownership FAQ
Who Owns ZoomInfo?
ZoomInfo is owned by institutional shareholders (0%), insiders (10.42%), and public (0%). The largest institutional shareholder of ZoomInfo is BRIDGEWATER ASSOCIATES, LP (0% of total shares) and the top mutual fund owner is Manager Directed Portfolios (10.09% of total shares).
Who are the major institutional shareholders of ZoomInfo?
ZoomInfo's major institutional shareholders are BRIDGEWATER ASSOCIATES, LP, FIRST GROWTH INVESTMENT MANAGER LP, Y.D. MORE INVESTMENTS LTD, QUBE RESEARCH & TECHNOLOGIES LTD, and WASHINGTON TRUST ADVISORS, INC.. The top five shareholders own together 0% of the company's share outstanding.
How many ZoomInfo shareholders are there?
As of Mar 2023, there are 379 institutional shareholders of ZoomInfo.
What percentage of ZoomInfo is owned by BRIDGEWATER ASSOCIATES, LP?
BRIDGEWATER ASSOCIATES, LP owns 0 shares of ZoomInfo, representing 0% of the company's total shares outstanding, valued at $0 (as of Mar 2023).
What percentage of ZoomInfo is owned by FIRST GROWTH INVESTMENT MANAGER LP?
As of Mar 2023, FIRST GROWTH INVESTMENT MANAGER LP holds 78K shares of ZoomInfo (ZI), compromising 0% of the company, valued at $1.93B.
What percentage of ZoomInfo is owned by Y.D. MORE INVESTMENTS LTD?
Y.D. MORE INVESTMENTS LTD is the third largest holder of ZoomInfo. The company owns 0 of the company's shares outstanding (worth $0).