Zoom Communications, Inc. (ZM) — Institutional Holders, Q2 2026 (page 6)
877 institutional investment managers reported a ZM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $17.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ZM 13F holders ranked 501–600 of 877
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Fi3 FINANCIAL ADVISORS#501 · 3,805 sh | 3,805 | $522.4K | 0.13% | +51.2% |
| 502 | Ascent Group#502 · 6,047 sh | 6,047 | $521.9K | 0.02% | +131.9% |
| 503 | Synergy Financial Group, LTD#503 · 5,917 sh | 5,917 | $510.7K | 0.37% | -27.7% |
| 504 | Lido Advisors#504 · 5,859 sh | 5,859 | $505.8K | <0.01% | New |
| 505 | Motley Fool Asset Management#505 · 5,806 sh | 5,806 | $501.1K | 0.02% | +5.2% |
| 506 | UniSuper Management Pty Ltd#506 · 5,784 sh | 5,784 | $499.2K | — | +37.7% |
| 507 | Ancora Advisors#507 · 5,770 sh | 5,770 | $498.0K | <0.01% | -4.5% |
| 508 | Osmosis Investment Management UK Ltd#508 · 5,752 sh | 5,752 | $496.5K | 0.02% | -45.1% |
| 509 | Parcion Private Wealth#509 · 5,722 sh | 5,722 | $493.9K | 0.03% | +6.7% |
| 510 | Kathmere Capital Management#510 · 5,718 sh | 5,718 | $493.5K | — | +69.9% |
| 511 | Proficio Capital Partners#511 · 5,697 sh | 5,697 | $491.7K | 0.02% | New |
| 512 | DC Investments Management#512 · 5,653 sh | 5,653 | $487.9K | 0.17% | 0.0% |
| 513 | Legacy Financial Advisors#513 · 5,623 sh | 5,623 | $485.3K | 0.06% | -0.9% |
| 514 | Delta Global Management#514 · 5,336 sh | 5,336 | $460.6K | 0.05% | -85.3% |
| 515 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#515 · 5,310 sh | 5,310 | $458.3K | <0.01% | -61.0% |
| 516 | KNIGHTSBRIDGE ASSET MANAGEMENT#516 · 5,222 sh | 5,222 | $450.6K | 0.06% | +1.4% |
| 517 | Fieldview Capital Management#517 · 5,196 sh | 5,196 | $448.5K | 0.13% | -37.1% |
| 518 | EP Wealth Advisors#518 · 5,159 sh | 5,159 | $445.3K | <0.01% | +16.6% |
| 519 | Resonant Capital Advisors#519 · 5,114 sh | 5,114 | $441.4K | — | -2.7% |
| 520 | Avestar Capital#520 · 5,112 sh | 5,112 | $441.2K | 0.02% | New |
| 521 | Livforsakringsbolaget Skandia, Omsesidigt#521 · 3,723 sh | 3,723 | $434.9K | — | -15.8% |
| 522 | PRINCIPAL SECURITIES#522 · 5,020 sh | 5,020 | $433.3K | <0.01% | +14.2% |
| 523 | JACKSON THORNTON WEALTH MANAGEMENT#523 · 4,975 sh | 4,975 | $429.4K | 0.03% | +19.4% |
| 524 | IHT Wealth Management#524 · 4,972 sh | 4,972 | $429.1K | <0.01% | -12.3% |
| 525 | Caerus Investment Advisors#525 · 4,955 sh | 4,955 | $427.7K | 0.14% | -4.6% |
| 526 | Whalen Wealth Management#526 · 4,951 sh | 4,951 | $427.3K | — | -17.2% |
| 527 | GC Wealth Management RIA#527 · 4,933 sh | 4,933 | $425.8K | 0.02% | New |
| 528 | Royal Fund Management#528 · 4,900 sh | 4,900 | $422.9K | — | New |
| 529 | Timbuktu Capital Management#529 · 4,900 sh | 4,900 | $422.9K | 0.64% | — |
| 530 | Blackstone#530 · 4,863 sh | 4,863 | $419.7K | <0.01% | New |
| 531 | SIGNATUREFD#531 · 4,820 sh | 4,820 | $416.0K | — | +17.1% |
| 532 | NewEdge Wealth#532 · 4,818 sh | 4,818 | $415.8K | <0.01% | New |
| 533 | UNITED CAPITAL FINANCIAL ADVISORS#533 · 4,770 sh | 4,770 | $411.7K | <0.01% | +3.4% |
| 534 | LVW Advisors#534 · 4,761 sh | 4,761 | $410.9K | — | +48.8% |
| 535 | SYM FINANCIAL#535 · 4,715 sh | 4,715 | $407.0K | — | +3.6% |
| 536 | YOUSIF CAPITAL MANAGEMENT#536 · 4,696 sh | 4,696 | $405.3K | — | -1.6% |
| 537 | Atria Investments#537 · 4,665 sh | 4,665 | $402.6K | — | +33.0% |
| 538 | PFG Investments#538 · 4,648 sh | 4,648 | $401.2K | 0.02% | +62.3% |
| 539 | Venturi Wealth Management#539 · 4,634 sh | 4,634 | $400.0K | 0.02% | +11.7% |
| 540 | Avondale Wealth Management#540 · 4,450 sh | 4,450 | $384.1K | — | +17.1% |
| 541 | WILEY BROS.-AINTREE CAPITAL#541 · 4,276 sh | 4,276 | $382.2K | <0.01% | -2.5% |
| 542 | SILVER OAK SECURITIES#542 · 4,388 sh | 4,388 | $378.7K | 0.02% | -2.2% |
| 543 | Allegiance Financial Group Advisory Services#543 · 4,370 sh | 4,370 | $377.2K | 0.07% | +5.9% |
| 544 | Ahara Advisors#544 · 4,348 sh | 4,348 | $375.3K | 0.25% | +1.6% |
| 545 | MetLife Investment Management#545 · 4,339 sh | 4,339 | $374.5K | <0.01% | -0.6% |
| 546 | West Family Investments#546 · 4,301 sh | 4,301 | $371.2K | 0.11% | New |
| 547 | Bayesian Capital Management#547 · 4,300 sh | 4,300 | $371.1K | 0.24% | New |
| 548 | WESTWOOD GROUP#548 · 4,289 sh | 4,289 | $370.2K | <0.01% | New |
| 549 | Sentinus#549 · 4,214 sh | 4,214 | $363.7K | 0.03% | -0.9% |
| 550 | Wedmont Private Capital#550 · 4,047 sh | 4,047 | $363.3K | — | +17.0% |
| 551 | Advisory Services Network#551 · 4,191 sh | 4,191 | $361.7K | <0.01% | -67.9% |
| 552 | Aprio Wealth Management#552 · 4,180 sh | 4,180 | $360.8K | 0.02% | +33.4% |
| 553 | Oakmont Advisory Group#553 · 4,120 sh | 4,120 | $355.6K | 0.30% | -18.6% |
| 554 | MARATHON CAPITAL MANAGEMENT#554 · 4,078 sh | 4,078 | $352.0K | — | +7.2% |
| 555 | Aptus Capital Advisors#555 · 4,069 sh | 4,069 | $351.2K | <0.01% | -0.4% |
| 556 | TCW GROUP#556 · 4,033 sh | 4,033 | $348.1K | <0.01% | +1.8% |
| 557 | Aster Capital Management (DIFC) Ltd#557 · 3,915 sh | 3,915 | $337.9K | 0.07% | +75.8% |
| 558 | Crestwood Advisors Group#558 · 3,914 sh | 3,914 | $337.9K | <0.01% | +5.8% |
| 559 | RIVERSEDGE ADVISORS#559 · 3,881 sh | 3,881 | $335.0K | — | +44.5% |
| 560 | BAM Wealth Management#560 · 3,852 sh | 3,852 | $332.5K | — | -14.2% |
| 561 | CAPSTONE INVESTMENT ADVISORS#561 · 3,851 sh | 3,851 | $332.4K | <0.01% | -6.8% |
| 562 | EXCALIBUR MANAGEMENT#562 · 3,848 sh | 3,848 | $332.1K | 0.11% | New |
| 563 | Marex Group plc#563 · 3,848 sh | 3,848 | $332.1K | <0.01% | -66.2% |
| 564 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#564 · 3,680 sh | 3,680 | $331.7K | 0.02% | +19.6% |
| 565 | Polymer Capital Management (HK) LTD#565 · 3,825 sh | 3,825 | $330.1K | 0.02% | New |
| 566 | Lighthouse Investment Partners#566 · 3,823 sh | 3,823 | $330.0K | <0.01% | New |
| 567 | GSA CAPITAL PARTNERS LLP#567 · 3,816 sh | 3,816 | $329.0K | 0.02% | New |
| 568 | AlphaCore Capital#568 · 3,794 sh | 3,794 | $327.5K | <0.01% | -9.6% |
| 569 | SCOTIA CAPITAL#569 · 3,711 sh | 3,711 | $320.3K | <0.01% | +0.7% |
| 570 | Capstone Wealth Management#570 · 3,633 sh | 3,633 | $313.6K | 0.15% | New |
| 571 | Concentrum Wealth Management#571 · 3,617 sh | 3,617 | $312.2K | 0.07% | +0.7% |
| 572 | National Philanthropic#572 · 3,550 sh | 3,550 | $306.4K | <0.01% | 0.0% |
| 573 | AXS Investments#573 · 3,522 sh | 3,522 | $304.0K | 0.09% | New |
| 574 | Axxion S.A.#574 · 3,448 sh | 3,448 | $297.6K | — | — |
| 575 | Hudson Bay Capital Management#575 · 3,384 sh | 3,384 | $292.1K | <0.01% | New |
| 576 | Menard Financial Group#576 · 3,341 sh | 3,341 | $288.4K | 0.16% | +0.5% |
| 577 | Callan Family Office#577 · 3,327 sh | 3,327 | $287.2K | <0.01% | +18.2% |
| 578 | Linden Thomas Advisory Services#578 · 3,297 sh | 3,297 | $284.6K | — | -1.0% |
| 579 | Freestone Grove Partners#579 · 3,292 sh | 3,292 | $284.1K | <0.01% | New |
| 580 | Optas#580 · 3,285 sh | 3,285 | $283.5K | 0.04% | -23.2% |
| 581 | Essential Partners#581 · 3,268 sh | 3,268 | $282.1K | — | -30.0% |
| 582 | Miracle Mile Advisors#582 · 3,257 sh | 3,257 | $281.1K | <0.01% | New |
| 583 | KESTRA PRIVATE WEALTH SERVICES#583 · 3,190 sh | 3,190 | $275.3K | <0.01% | -32.6% |
| 584 | Rubicon Advisors, GP#584 · 3,187 sh | 3,187 | $275.1K | — | New |
| 585 | Investment Research Partners#585 · 3,145 sh | 3,145 | $271.4K | — | +9.4% |
| 586 | Nilsine Partners#586 · 3,125 sh | 3,125 | $269.7K | 0.02% | -36.5% |
| 587 | Frec Markets#587 · 3,124 sh | 3,124 | $269.6K | 0.02% | New |
| 588 | Larson Financial Group#588 · 3,074 sh | 3,074 | $265.3K | <0.01% | +14.9% |
| 589 | ALBERT D MASON#589 · 3,070 sh | 3,070 | $265.0K | 0.15% | -1.9% |
| 590 | Steward Partners Investment Advisory#590 · 3,033 sh | 3,033 | $261.8K | <0.01% | +45.8% |
| 591 | Financial Perspectives#591 · 3,018 sh | 3,018 | $260.5K | 0.06% | +534.0% |
| 592 | Spire Wealth Management#592 · 3,014 sh | 3,014 | $260.1K | <0.01% | +6179.2% |
| 593 | Fulcrum Asset Management LLP#593 · 3,000 sh | 3,000 | $258.4K | 0.03% | New |
| 594 | Leonteq Securities AG#594 · 2,979 sh | 2,979 | $257.1K | <0.01% | -48.2% |
| 595 | WEDBUSH SECURITIES#595 · 2,967 sh | 2,967 | $256.0K | — | New |
| 596 | POINCIANA ADVISORS GROUP#596 · 2,964 sh | 2,964 | $255.8K | 0.19% | -31.2% |
| 597 | RMB Capital Management#597 · 2,949 sh | 2,949 | $254.5K | <0.01% | -31.2% |
| 598 | McGlone Suttner Wealth Management#598 · 2,919 sh | 2,919 | $251.9K | — | -0.7% |
| 599 | Cornerstone Wealth Group#599 · 2,913 sh | 2,913 | $251.4K | 0.01% | New |
| 600 | QTR Family Wealth#600 · 2,902 sh | 2,902 | $250.5K | 0.09% | +19.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.