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Get Institutions for : 
Zoom Video Communications, Inc. (ZM)  
$62.42 1.96 (3.04%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 661    1
Total shares held : 
 181,658,933  
% of shares held : 
 99.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -20  
Amount of shares held : 
 12,795,720  
% of shares held change : 
   7.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $70.11  
Last Quarter's Ending Price : 
 $71.91  
Last Quarter's Average Price : 
 $66.13  
Change from last quarter's     
avg. price to the last closing  : 
3.71 (5.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 4,888,790
 2.69%
 
Increased Positions :
211
 19,327,634
 10.64%
 
Unchanged Positions :
149
 13,168,446
 7.25%
 
Decreased Positions :
232
-10,585,699
-5.83%
 
Closed Positions :
68
-835,005
-0.46%
 
Guru Positions :
2
4,882
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Newlands Management Operations LLC 10 - 2024-03-31 5,785,588 $378,204,000 0
   Comprehensive Financial Management LLC 4 - 2024-03-31 1,171,195 $76,561,000 0
   Optimus Prime Fund Management Co. Ltd. 9 - 2024-03-31 399,000 $26,083,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 515 - 2024-03-31 135,529 $8,860,000 0
   STATE TREASURER STATE OF MICHIGAN 320 - 2024-03-31 118,266 $7,731,000 0
   GUINNESS ATKINSON ASSET MANAGEMENT INC 24 - 2024-03-31 58,270 $3,809,000 0
   Q GLOBAL ADVISORS, LLC 11 - 2024-03-31 49,119 $3,211,000 0
   Apella Capital LLC 101 - 2024-03-31 29,100 $1,858,000 0
   HERALD INVESTMENT MANAGEMENT LTD 76 - 2024-03-31 25,910 $1,692,000 0
   Allspring Global Investments Holdings LLC 1283 - 2024-03-31 20,901 $1,366,000 0
   Achmea Investment Management B.V. 340 - 2024-03-31 20,573 $1,345,000 0
   Gulf International Bank (UK) Ltd 443 - 2024-03-31 19,635 $1,283,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 553 - 2024-03-31 18,948 $1,239,000 0
   FINANCIAL ARCHITECTS INC 121 - 2023-06-30 18,050 $1,225,000 0
   Maryland State Retirement & Pension System 581 - 2024-03-31 19,787 $1,171,000 0
   Gifford Fong Associates 90 - 2024-03-31 15,000 $981,000 0
   Maven Ventures Partners II LLC 1 - 2023-09-30 13,699 $958,000 0
   CastleKnight Management LP 182 - 2024-03-31 9,400 $614,000 0
   CANTOR FITZGERALD L. P. 88 - 2024-03-31 7,566 $495,000 0
   Degroof Petercam Asset Management 527 - 2024-03-31 5,956 $389,000 0
   HELIOS CAPITAL MANAGEMENT PTE. LTD 46 - 2024-03-31 5,900 $386,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 863 - 2024-03-31 5,300 $346,000 0
   Midwest Financial Group LLC 84 - 2024-03-31 5,035 $329,000 0
   SP Asset Management LLC 101 - 2024-03-31 4,450 $291,000 0
   NinePointTwo Capital 150 - 2023-12-31 3,811 $274,000 0
   One Day In July LLC 109 - 2024-03-31 4,020 $263,000 0
   PANORAMIC INVESTMENT ADVISORS LLC 95 - 2024-03-31 3,988 $261,000 0
   Legacy Financial Advisors Inc. 272 - 2024-03-31 4,000 $261,000 0
   China Universal Asset Management Co. Ltd. 318 - 2024-03-31 2,440 $160,000 0
   Belmont Capital LLC 114 - 2024-03-31 1,306 $85,000 0
   CAZ INVESTMENTS LP 23 - 2024-03-31 1,000 $65,000 0
   HighMark Wealth Management LLC 117 - 2024-03-31 972 $64,000 0
   EverSource Wealth Advisors LLC 818 - 2024-03-31 854 $61,000 0
   ALTA ADVISERS LTD 380 - 2024-03-31 800 $52,000 0
   Front Row Advisors LLC 262 - 2024-03-31 751 $49,000 0
   Compagnie Lombard Odier SCA 360 - 2024-03-31 700 $46,000 0
   LIVFORSAKRINGSAKTIEBOLAGET SKANDIA (PUBL) 415 - 2024-03-31 704 $46,000 0
   GROUPAMA ASSET MANAGMENT 434 - 2024-03-31 681 $45,000 0
   KISTLERTIFFANY COMPANIES, LLC 506 - 2023-06-30 653 $44,000 0
   Cribstone Capital Management LLC 177 - 2022-12-31 500 $34,000 0
   Financial Perspectives Inc 323 - 2024-03-31 476 $31,000 0
   Frazier Financial Advisors LLC 215 - 2024-03-31 442 $29,000 0
   UMB BANK N A/MO 1063 - 2024-03-31 324 $21,000 0
   ALGER FRED MANAGEMENT INC 440 - 2024-03-31 283 $19,000 0
   Twin Lakes Capital Management LLC 177 - 2024-03-31 298 $19,000 0
   BELLEVUE ASSET MANAGEMENT LLC 230 - 2024-03-31 260 $17,000 0
   GPS Wealth Strategies Group LLC 763 - 2024-03-31 244 $16,000 0
   OPTIMUM INVESTMENT ADVISORS 475 - 2024-03-31 250 $16,000 0
   Sound Income Strategies LLC 670 - 2024-03-31 211 $14,000 0
   SITTNER & NELSON LLC 319 - 2024-03-31 210 $14,000 0
   Hexagon Capital Partners LLC 786 - 2024-03-31 200 $13,000 0
   BDO Wealth Advisors LLC 685 - 2023-06-30 157 $11,000 0
   Column Capital Advisors LLC 508 - 2023-09-30 151 $11,000 0
   Rosenberg Matthew Hamilton 605 - 2024-03-31 154 $10,000 0
   Sargent Bickham Lagudis LLC 720 - 2022-12-31 148 $10,000 0
   PARKSIDE FINANCIAL BANK & TRUST 1181 - 2024-03-31 140 $9,000 0
   CLEAN YIELD GROUP - 2023-12-31 115 $8,000 0
   Naples Money Management LLC 215 - 2024-03-31 125 $8,000 0
   BARTLETT & CO. LLC 1003 - 2023-12-31 110 $8,000 0
   Main Street Group LTD 463 - 2024-03-31 125 $8,000 0
   Westside Investment Management Inc. 627 - 2024-03-31 114 $7,000 0
   Stephens Consulting LLC 333 - 2024-03-31 101 $7,000 0
   Spectrum Wealth Counsel LLC 292 - 2024-03-31 100 $7,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 766 - 2022-12-31 97 $7,000 0
   City State Bank 518 - 2024-03-31 105 $7,000 0
   PRIVATE TRUST CO NA 1769 - 2024-03-31 107 $7,000 0
   Sanctuary Wealth Management L.L.C. 163 - 2024-03-31 100 $7,000 0
   JFS WEALTH ADVISORS, LLC 960 - 2024-03-31 103 $7,000 0
   Prestige Wealth Management Group LLC 508 - 2024-03-31 100 $7,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 946 - 2024-03-31 110 $7,000 0
   Investment Research & Advisory Group Inc. 160 - 2024-03-31 100 $7,000 0
   JJJ Advisors Inc. 740 - 2024-03-31 90 $6,000 0
   Mascoma Wealth Management LLC 360 - 2024-03-31 92 $6,000 0
   PSI Advisors LLC 556 - 2024-03-31 96 $6,000 0
   CKW FINANCIAL GROUP 189 - 2024-03-31 100 $6,000 0
   Tyler-Stone Wealth Management 714 - 2024-03-31 88 $6,000 0
   BESSEMER GROUP INC 1699 - 2024-03-31 63 $5,000 0
   Householder Group Estate & Retirement Specialist L 923 - 2024-03-31 76 $5,000 0
   SANDY SPRING BANK 966 - 2024-03-31 78 $5,000 0
   Princeton Global Asset Management LLC 492 - 2024-03-31 60 $4,000 0
   DecisionPoint Financial LLC 200 - 2024-03-31 68 $4,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 757 - 2024-03-31 60 $4,000 0
   Bear Mountain Capital Inc. 146 - 2024-03-31 74 $4,000 0
   ZBN.A. 791 - 2024-03-31 60 $4,000 0
   Activest Wealth Management 274 - 2024-03-31 66 $4,000 0
   SALEM INVESTMENT COUNSELORS INC 961 - 2024-03-31 62 $4,000 0
   ICA Group Wealth Management LLC 1095 - 2024-03-31 60 $4,000 0
   NBC SECURITIES INC. 1891 - 2024-03-31 50 $3,000 0
   HARBOR INVESTMENT ADVISORY LLC 1019 - 2024-03-31 48 $3,000 0
   Concord Wealth Partners 699 - 2024-03-31 40 $3,000 0
   Key Financial Inc 1042 - 2024-03-31 40 $3,000 0
   Orion Capital Management LLC 435 - 2024-03-31 39 $3,000 0
   Sachetta LLC 657 - 2024-03-31 38 $3,000 0
   GROVE CREEK ASSET MANAGEMENT 299 - 2024-03-31 50 $3,000 0
   Financial Synergies Wealth Advisors Inc. 292 - 2024-03-31 53 $3,000 0
   Accent Capital Management LLC 137 - 2024-03-31 47 $3,000 0
   DELTA ASSET MANAGEMENT LLC/TN 551 - 2024-03-31 50 $3,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 510 - 2024-03-31 29 $2,000 0
   WETZEL INVESTMENT ADVISORS INC. 805 - 2024-03-31 35 $2,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 589 - 2023-06-30 25 $2,000 0
  100 Records found
  1    
  Page 1 of 1
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