# ZOOM COMMUNICATIONS INC (ZM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ZM/

- Reporting holders: 28
- Reported value: $10.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.8M | 29,367 | 0.0% | 12 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.9M | 20,597 | 0.1% | 1 |
| [Sherry Group, Inc.](https://holderbook.com/funds/2107738-sherry-group-inc/) | $1.7M | 18,825 | 1.6% | 4 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $667.8K | 7,357 | 0.1% | 27 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $616.7K | 6,794 | 0.0% | 16 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $597.2K | 6,579 | 0.0% | 10 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $542.6K | 5,978 | 0.2% | 8 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $409.4K | 4,324 | 0.0% | 9 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $355.3K | 3,914 | 0.0% | 4 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $226.9K | 2,500 | 0.0% | 4 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $219.2K | 2,315 | 0.1% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $178.9K | 1,971 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $59.8K | 659 | 0.0% | 11 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $50.0K | 533 | 0.0% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $43.3K | 477 | 0.0% | 5 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $34.2K | 377 | 0.0% | 30 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $24.4K | 269 | 0.0% | 3 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $22.7K | 250 | 0.0% | 2 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $12.3K | 136 | 0.0% | 1 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $10.7K | 118 | 0.0% | 19 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $10.3K | 113 | 0.0% | 3 |
| [Mn Services Vermogensbeheer B.V.](https://holderbook.com/funds/1666940-mn-services-vermogensbeheer-b-v/) | $6.5K | 72,051 | 0.0% | 14 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $4.5K | 50 | 0.0% | 16 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $3.9K | 43 | 0.0% | 7 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.6K | 18 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $10.4M |
| Q2 2026 | 883 | $20.8B |
| Q1 2026 | 830 | $17.3B |
| Q4 2025 | 841 | $19.7B |
| Q3 2025 | 766 | $17.8B |
| Q2 2025 | 740 | $16.0B |
| Q1 2025 | 724 | $15.0B |
| Q4 2024 | 732 | $17.9B |
| Q3 2024 | 680 | $14.1B |
| Q2 2024 | 661 | $11.9B |
| Q1 2024 | 677 | $13.9B |
| Q4 2023 | 706 | $15.9B |