ZoomInfo Technologies Inc (ZI) Ownership

10.62 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Capital World Investors is the biggest individual institutional holder of ZoomInfo Technologies Inc (ZI), owning a total of 35.2 million shares. Combined, the top 51 institutional holders of ZI own 121.12% of the company with a total of 455.1 million shares.

In the latest ownership report on June 30th 2024, the top 51 institutional holders increased their combined ownership of ZI by 14.7 million shares. 9 institutions bought 38,691,762 total additional shares and increased their ownership by an average of 1,310.56%. However 9 institutions sold 24,025,833 total shares and decreased their ownership by an average of 13.51%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of ZoomInfo Technologies increased by a net total of 14,665,929 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.193%	-7.158%	29,927,922	-2,307,489	2024-06-30
BlackRock Inc	7.174%	-4.793%	26,205,906	-1,319,137	2024-06-30
FMR Inc	7.084%	39.416%	25,875,735	7,315,575	2024-06-30
Dragoneer Investment Group, LLC	6.056%	0.000%	22,120,065	0	2024-06-30
HMI Capital Management, L.P.	4.839%	-4.398%	17,674,119	-813,099	2024-06-30
The Carlyle Group Inc	4.721%	-34.292%	17,244,747	-8,999,727	2024-06-30
Sachem Head Capital Management LP	4.388%	52.521%	16,030,000	5,520,000	2024-06-30
Morgan Stanley - Brokerage Accounts	4.028%	-31.899%	14,712,258	-6,891,224	2024-06-30
ING Investment Management LLC	2.839%	-1.609%	10,369,202	-169,601	2024-06-30
Tiger Technology Management LLC	2.562%	-19.217%	9,359,311	-2,226,416	2024-06-30
State Street Corp	2.316%	-2.530%	8,461,023	-219,653	2024-06-30
40 North Industries LLC	1.916%	0.000%	7,000,000	7,000,000	2024-06-30
Pacer Advisors, INC.	1.831%	11,640.800%	6,689,198	6,632,224	2024-06-30
Franklin Resources Inc	1.778%	6.493%	6,495,566	396,030	2024-06-30
Duquesne Family Office LLC	1.610%	0.000%	5,881,906	0	2024-06-30
JPMorgan Chase & Co	1.586%	-15.710%	5,791,672	-1,079,487	2024-06-30
Marshall Wace Asset Management Ltd	1.574%	0.000%	5,750,624	5,750,624	2024-06-30
Geode Capital Management, LLC	1.464%	1.025%	5,347,567	54,242	2024-06-30
Point72 Asset Management, L.P.	1.432%	54.751%	5,232,314	1,851,192	2024-06-30
Greenhouse Funds LLLP	1.142%	0.000%	4,171,875	4,171,875	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital World Investors	9.018%	-4.127%	35,151,611	-1,513,079	2023-06-30
Vanguard Group Inc	8.193%	-7.158%	29,927,922	-2,307,489	2024-06-30
BlackRock Inc	7.174%	-4.793%	26,205,906	-1,319,137	2024-06-30
FMR Inc	7.084%	39.416%	25,875,735	7,315,575	2024-06-30
Ta Associates Inc	5.804%	0.000%	23,300,086	0	2023-03-31
Dragoneer Investment Group, LLC	6.056%	0.000%	22,120,065	0	2024-06-30
HMI Capital Management, L.P.	4.839%	-4.398%	17,674,119	-813,099	2024-06-30
The Carlyle Group Inc	4.721%	-34.292%	17,244,747	-8,999,727	2024-06-30
Sachem Head Capital Management LP	4.388%	52.521%	16,030,000	5,520,000	2024-06-30
Green Square Asset Management	3.665%	6,900.970%	14,792,706	14,581,411	2022-06-30
Morgan Stanley - Brokerage Accounts	4.028%	-31.899%	14,712,258	-6,891,224	2024-06-30
Ameriprise Financial Inc	3.063%	75.978%	11,453,235	4,944,902	2023-12-31
ING Investment Management LLC	2.839%	-1.609%	10,369,202	-169,601	2024-06-30
Cadian Capital Management LP	2.505%	110.710%	9,765,615	5,131,000	2023-09-30
Tiger Technology Management LLC	2.562%	-19.217%	9,359,311	-2,226,416	2024-06-30
State Street Corporation	2.376%	1.236%	8,680,676	105,952	2024-03-31
State Street Corp	2.316%	-2.530%	8,461,023	-219,653	2024-06-30
Jennison Associates LLC	1.864%	8.003%	7,530,799	558,059	2022-12-31
Wellington Management Company LLP	1.994%	-70.974%	7,284,823	-17,812,713	2024-03-31
40 North Industries LLC	1.916%	0.000%	7,000,000	7,000,000	2024-06-30
Pacer Advisors, INC.	1.831%	11,640.800%	6,689,198	6,632,224	2024-06-30
Coatue Management LLC	1.728%	0.000%	6,523,489	6,523,489	2023-12-31
Franklin Resources Inc	1.778%	6.493%	6,495,566	396,030	2024-06-30
Duquesne Family Office LLC	1.610%	0.000%	5,881,906	0	2024-06-30
JPMorgan Chase & Co	1.586%	-15.710%	5,791,672	-1,079,487	2024-06-30
Marshall Wace Asset Management Ltd	1.574%	0.000%	5,750,624	5,750,624	2024-06-30
Geode Capital Management, LLC	1.464%	1.025%	5,347,567	54,242	2024-06-30
Point72 Asset Management, L.P.	1.432%	54.751%	5,232,314	1,851,192	2024-06-30
Artisan Partners Limited Partnership	1.230%	-0.259%	4,947,189	-12,848	2022-12-31
SRS Investment Management, LLC	1.162%	-8.412%	4,689,893	-430,722	2022-09-30
Nuveen Asset Management, LLC	1.144%	7.092%	4,602,789	304,795	2022-12-31
Citadel Advisors Llc	1.141%	-29.300%	4,588,748	-1,901,732	2022-12-31
Macquarie Group Ltd	1.127%	22.038%	4,390,806	792,901	2023-06-30
Allspring Global Investments Holdings, LLC	1.083%	21.272%	4,376,717	767,698	2022-12-31
Greenhouse Funds LLLP	1.142%	0.000%	4,171,875	4,171,875	2024-06-30
Millennium Management LLC	1.125%	129.164%	4,108,312	2,315,570	2024-03-31
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.052%	39.617%	3,844,187	1,090,798	2024-03-31
Viking Global Investors LP	0.963%	204.097%	3,754,192	2,519,654	2023-09-30
Holocene Advisors, LP	0.960%	0.000%	3,741,136	3,741,136	2023-06-30
First Trust Advisors L.P.	0.984%	2.141%	3,593,329	75,333	2024-03-31
Two Sigma Investments LLC	0.884%	6.994%	3,304,673	216,026	2024-03-31
UBS Asset Mgmt Americas Inc	0.811%	-15.550%	3,261,213	-600,484	2022-12-31
Eventide Asset Management, LLC	0.797%	26.630%	3,207,158	674,460	2022-12-31
BAMCO Inc	0.815%	9.844%	3,176,070	284,633	2023-06-30
Amundi	0.786%	285.813%	3,154,650	2,336,987	2023-03-31
Renaissance Technologies Corp	0.798%	-4.588%	3,110,900	-149,600	2023-06-30
Bank of New York Mellon Corp	0.816%	-6.677%	3,080,951	-220,425	2023-12-31
Bessemer Group Inc	0.774%	-0.029%	3,016,054	-880	2023-06-30
NORGES BANK	0.769%	36.202%	2,998,825	797,084	2023-12-31
Northern Trust Corp	0.697%	6.102%	2,718,120	156,317	2023-09-30
Alkeon Capital Management, LLC	0.654%	11.344%	2,638,220	268,795	2022-09-30

Mutual Fund Ownership

Fidelity Advisor Growth Opps M is the biggest individual fund holder of ZoomInfo Technologies Inc (ZI), owning a total of 11.9 million shares. Combined, the top 54 mutual fund holders of ZI own 64.60% of the company with a total of 246.1 million shares.

In the latest ownership report on October 31st 2024, the top 54 fund holders increased their combined ownership of ZI by 65 thousand shares. 1 funds bought 4,912 total additional shares and increased their ownership by an average of 0.05%. However 2 funds sold 69,960 total shares and decreased their ownership by an average of 1.69%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding ZoomInfo Technologies decreased by a net total of -65,048 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Pacer US Cash Cows 100 ETF	2.524%	-0.057%	9,220,531	-5,260	2024-10-31
iShares Core S&P Mid-Cap ETF	2.485%	0.054%	9,077,256	4,912	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.514%	-3.330%	1,878,139	-64,700	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity Advisor Growth Opps M	3.261%	-1.847%	11,912,700	-224,200	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.729%	1.914%	10,638,724	199,751	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.644%	-4.566%	9,658,994	-462,156	2024-09-30
Pacer US Cash Cows 100 ETF	2.524%	-0.057%	9,220,531	-5,260	2024-10-31
American Funds American Balanced A	2.274%	0.000%	9,127,300	0	2023-06-30
iShares Core S&P Mid-Cap ETF	2.485%	0.054%	9,077,256	4,912	2024-10-31
American Funds Fundamental Invs A	2.201%	0.000%	8,837,400	0	2023-06-30
Capital Group Fundamental Invtrs Comp	2.201%	0.000%	8,837,400	0	2023-06-30
American Funds Growth Fund of Amer A	2.069%	0.000%	8,305,889	0	2023-06-30
Capital Group Growth Fnd of Amer Comp	2.069%	0.000%	8,305,889	0	2023-06-30
Vanguard Small Cap Index	2.127%	-3.445%	7,768,798	-277,213	2024-09-30
Nuveen Floating Rate Income	1.968%	-0.251%	7,188,269	-18,061	2024-09-30
Fidelity Select Software & IT Svcs Port	1.908%	0.000%	6,970,900	0	2024-09-30
American Funds New Economy A	1.341%	-16.925%	5,383,456	-1,096,781	2023-06-30
Capital Group New Economy Comp	1.341%	-16.925%	5,383,456	-1,096,781	2023-06-30
Fidelity Value	1.417%	-17.972%	5,177,600	-1,134,400	2024-09-30
Fidelity Advisor® Growth Opps M	1.287%	0.000%	5,016,700	0	2023-11-30
Fidelity® Select Software & IT Svcs Port	1.187%	3.444%	4,626,200	154,000	2023-10-31
Select Software & IT Svcs Port	1.187%	3.444%	4,626,200	154,000	2023-10-31
Columbia Contrarian Core Inst	1.155%	19.910%	4,500,418	747,258	2023-12-31
Columbia Contrarian Large Cap Core	1.192%	78.730%	4,500,418	1,982,421	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.192%	-0.216%	4,353,544	-9,418	2024-09-30
Vanguard Small Cap Growth Index Inv	1.173%	-3.669%	4,285,627	-163,210	2024-09-30
SMDS Global AI Equity Mother	1.150%	0.000%	4,202,288	0	2024-03-25
Vanguard Mid Cap Index Institutional	1.054%	0.669%	4,108,463	27,286	2023-11-30
Franklin Technology A Acc USD	1.087%	0.000%	3,969,300	0	2024-07-31
MS INVF US Advantage I	1.078%	-47.455%	3,936,180	-3,554,860	2024-03-31
Vanguard Extended Market Index Investor	0.932%	0.312%	3,740,235	11,637	2023-08-31
First Trust Dow Jones Internet ETF	0.898%	-0.169%	3,356,580	-5,689	2024-05-30
Eventide Gilead N	0.775%	27.929%	3,118,158	680,739	2022-12-31
Morgan Stanley Growth	0.774%	-27.611%	3,107,930	-1,185,415	2023-03-31
Morgan Stanley Growth SMA	0.797%	-27.611%	3,107,930	-1,185,415	2023-03-31
Morgan Stanley Inst Growth I	0.774%	-27.611%	3,107,930	-1,185,415	2023-03-31
Allianz Global Artfcl Intlgc W EUR	0.803%	-50.928%	2,931,394	-3,042,218	2024-08-31
Vanguard Growth Index Investor	0.727%	0.602%	2,917,728	17,459	2023-08-31
Franklin DynaTech A	0.681%	0.000%	2,750,000	0	2022-10-31
Franklin Innovation Composite	0.681%	-8.333%	2,750,000	-250,000	2022-09-30
Delaware Ivy Mid Cap Growth A	0.705%	10.057%	2,662,954	243,334	2023-06-30
Harbor Capital Appreciation Instl	0.635%	-0.800%	2,565,836	-20,703	2022-12-31
Vanguard US Growth Investor	0.666%	-71.132%	2,489,248	-6,133,576	2024-03-31
SPDR® S&P MIDCAP 400 ETF Trust	0.631%	1.579%	2,303,124	35,799	2024-09-30
Franklin Small Cap Growth Adv	0.621%	0.000%	2,269,082	0	2024-09-30
Franklin US Small Cap Growth Equity	0.621%	-1.017%	2,269,082	-23,318	2024-09-30
Fidelity® Growth Strategies	0.538%	52.683%	2,096,000	723,222	2023-09-30
Wellington CIF II Growth	0.557%	-0.345%	2,084,240	-7,210	2023-12-31
Fidelity Value Strategies	0.549%	0.000%	2,004,200	0	2024-09-30
Columbia Balanced Inst	0.482%	18.147%	1,878,334	288,505	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.514%	-3.330%	1,878,139	-64,700	2024-10-31
Fidelity VIP Growth Opportunities Init	0.511%	-1.852%	1,865,900	-35,200	2024-09-30
MS INVF US Growth I	0.507%	0.000%	1,851,825	0	2024-03-31
Franklin Small Cap Growth SMA	0.492%	1,672,900.000%	1,840,300	1,840,190	2024-03-31
BlackRock Systematic Multi-Strat Instl	0.498%	-10.977%	1,818,069	-224,179	2024-08-31
Vanguard Capital Opportunity Inv	0.488%	114.756%	1,783,764	953,164	2024-09-30
Fidelity Extended Market Index	0.446%	-3.073%	1,628,021	-51,613	2024-06-30