ZOOM VIDEO COMMUNICATIONS-A (ZM) Institutional Ownership Changes & 13F Activity
ZOOM VIDEO COMMUNICATIONS-A (ZM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, State Street Corp, Assenagon Asset Management S.A., Allianz Asset Management Gmbh, and Empowered Funds, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Qrg Capital Management, Inc. | Buy | +5,401 | +13.5% | 45,461 | $3.92M | Q2 2026 | Sep 23, 2026 |
| Envestnet Asset Management Inc | Buy | +773 | +0.8% | 101,649 | $8.77M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +277 | +10.9% | 2,808 | $242.36K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -266,143 | -3.4% | 7,562,489 | $652.72M | Q2 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Buy | +20,400 | +37.9% | 74,224 | $6.41M | Q2 2026 | Sep 22, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +46 | — | 46 | $3.97K | Q2 2026 | Sep 18, 2026 |
| Talon Private Wealth, Llc | Sell | -970 | -12.2% | 7,009 | $604.95K | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -19,963 | -27.4% | 52,842 | $4.56M | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -341 | -2.2% | 15,006 | $1.30M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -18 | -12.5% | 126 | $10.88K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -3,573,545 | -84.5% | 657,209 | $56.72M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +150,160 | +7.5% | 2,139,205 | $184.63M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +46 | +79.3% | 104 | $8.98K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +11,675 | +17.1% | 79,755 | $6.88M | Q2 2026 | Aug 27, 2026 |
| Optimize Financial Inc | Sell | -23 | -0.3% | 6,714 | $579.49K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +3,808 | +1.0% | 370,755 | $32.00M | Q2 2026 | Aug 24, 2026 |
| Caz Investments Lp | Sell | -200 | -40.0% | 300 | $25.89K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +161,030 | +36.0% | 608,591 | $52.53M | Q2 2026 | Aug 21, 2026 |
| Harvey Capital Management Inc | Sell | -16,660 | -28.4% | 42,055 | $3.63M | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Buy | +4,673 | +37.4% | 17,179 | $1.48M | Q2 2026 | Aug 20, 2026 |
| Harvest Fund Management Co., Ltd | Buy | +1,100 | — | 1,100 | $95.00K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +9,829 | +4.9% | 211,846 | $18.28M | Q2 2026 | Aug 19, 2026 |
| Liontrust Investment Partners Llp | Buy | +47,350 | — | 47,350 | $4.09M | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Sell | -9,641 | -41.2% | 13,773 | $1.19M | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Buy | +3,000 | — | 3,000 | $258.42K | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Buy | +2,010 | +7.5% | 28,907 | $2.49M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,691 | +1.3% | 135,306 | $11.68M | Q2 2026 | Aug 18, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | Sell | -700 | -15.8% | 3,723 | $434.91K | Q2 2026 | Aug 18, 2026 |
| Empowered Funds, Llc | Buy | +118,133 | +38.6% | 423,954 | $36.59M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Buy | +5,697 | — | 5,697 | $491.71K | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about ZM activity
Which institutional owners are buying ZM?
Institutional owners buying ZM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ZM activity?
"Buy" means an investor increased their reported position in ZM compared to the prior reporting period. This reflects growing exposure to ZOOM VIDEO COMMUNICATIONS-A (ZM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ZM increasing?
Institutional interest in ZM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ZM Institutional Insights
- ZM Overview
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- Technology Sector Institutional Ownership
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- Institutional Portfolio Overlap & Shared Holdings
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- ZM Insider Trading & SEC Form 4 Activity
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