Who holds ZMticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ZOOM COMMUNICATIONS INC · CL A · quarter ended 2026-03-31 · 5 members disclosed ZM ↗

601

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$12.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

292

addsholders whose share count rose or who opened the position (new + add), by shares

106

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ZM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.4B	17,777,558	+453,370	add
2	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.1B	13,402,043	—	no prior
3	VANGUARD CAPITAL MANAGEMENT LLC	$924M	11,490,856	—	no prior
4	AQR CAPITAL MANAGEMENT LLC	$662M	8,362,011	−3,833,232	trim
5	STATE STREET CORP	$629M	7,828,632	+245,708	add
6	FMR LLC	$616M	7,660,272	−4,134,300	trim
7	GEODE CAPITAL MANAGEMENT, LLC	$426M	5,267,794	+128,211	add
8	CITADEL ADVISORS LLC	$340M	4,230,754	+3,601,442	add
9	Alyeska Investment Group, L.P.	$252M	3,136,350	+2,844,498	add
10	FIL Ltd	$227M	2,821,279	−463,582	trim
11	Robeco Institutional Asset Management B.V.	$218M	2,712,913	+68,091	add
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$214M	2,656,005	−196,616	trim
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$209M	2,600,093	−167,588	trim
14	RENAISSANCE TECHNOLOGIES LLC	$198M	2,458,804	−619,700	trim
15	DIMENSIONAL FUND ADVISORS LP	$189M	2,352,126	+94,043	add
16	Legal & General Group Plc	$163M	2,023,204	+6,721	add
17	Allianz Asset Management GmbH	$160M	1,989,045	−123,770	trim
18	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$157M	1,948,263	+73,562	add
19	NORTHERN TRUST CORP	$143M	1,779,912	+33,611	add
20	BANK OF AMERICA CORP /DE/	$142M	1,767,728	+592,899	add
21	VANGUARD FIDUCIARY TRUST CO	$132M	1,639,039	—	no prior
22	MORGAN STANLEY	$127M	1,576,073	−42,235	trim
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$115M	1,427,085	+55,500	add
24	UBS Group AG	$114M	1,424,251	−785,489	trim
25	Bank of New York Mellon Corp	$113M	1,411,745	+434,981	add
26	FIRST TRUST ADVISORS LP	$110M	1,362,501	+36,657	add
27	Atreides Management, LP	$106M	1,315,605	+1,315,605	new
28	PRIMECAP MANAGEMENT CO/CA/	$100M	1,246,800	−2,800	trim
29	Comprehensive Financial Management LLC	$94.2M	1,171,195	0	no change
30	PANAGORA ASSET MANAGEMENT INC	$91.8M	1,141,889	+18,107	add
31	DEUTSCHE BANK AG\	$87.4M	1,086,724	−31,744	trim
32	Quantinno Capital Management LP	$83.5M	1,038,312	−109,965	trim
33	Invesco Ltd.	$83.4M	1,037,486	+75,904	add
34	Rubric Capital Management LP	$80.5M	1,001,006	+1,001,006	new
35	WORLDQUANT MILLENNIUM ADVISORS LLC	$77.0M	958,088	−253,588	trim
36	Altshuler Shaham Ltd	$73.2M	910,721	−1,132,497	trim
37	NORDEA INVESTMENT MANAGEMENT AB	$68.0M	860,118	+12,493	add
38	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$63.8M	794,129	+302	add
39	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$61.1M	759,891	+297,088	add
40	Retirement Systems of Alabama	$61.0M	758,533	+53,970	add
41	Swiss National Bank	$59.8M	744,200	+48,500	add
42	National Pension Service	$57.3M	712,254	+712,254	new
43	RAYMOND JAMES FINANCIAL INC	$57.2M	724,824	−227,267	trim
44	D. E. Shaw & Co., Inc.	$56.7M	705,685	+448,362	add
45	Amundi	$52.8M	656,679	−288,055	trim
46	MILLENNIUM MANAGEMENT LLC	$52.5M	652,654	+80,085	add
47	Point72 Asset Management, L.P.	$48.8M	606,952	+606,952	new
48	LMR Partners LLP	$48.2M	600,000	+120,799	add
49	Qube Research & Technologies Ltd	$48.1M	598,485	−1,427,645	trim
50	PRUDENTIAL FINANCIAL INC	$48.0M	596,673	+384,588	add
51	SEIZERT CAPITAL PARTNERS, LLC	$46.6M	579,842	+493,006	add
52	SEI INVESTMENTS CO	$46.5M	578,408	+205,860	add
53	JACOBS LEVY EQUITY MANAGEMENT, INC	$43.1M	536,203	−25,548	trim
54	Junto Capital Management LP	$42.8M	532,840	+135,297	add
55	BNP Paribas Asset Management Holding S.A.	$39.2M	487,193	−142,268	trim
56	VANGUARD ASSET MANAGEMENT, Ltd	$36.5M	453,620	—	no prior
57	Assenagon Asset Management S.A.	$36.0M	447,561	−524,922	trim
58	IEQ CAPITAL, LLC	$34.6M	430,926	−406,622	trim
59	Nuveen, LLC	$34.1M	423,875	+24,586	add
60	KLP KAPITALFORVALTNING AS	$33.2M	413,100	0	no change
61	PFA Pension, Forsikringsaktieselskab	$31.7M	394,372	+394,372	new
62	HSBC HOLDINGS PLC	$30.5M	380,043	−464,897	trim
63	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$30.1M	374,234	−21,865	trim
64	Grantham, Mayo, Van Otterloo & Co. LLC	$29.9M	372,029	+44,317	add
65	STOREBRAND ASSET MANAGEMENT AS	$29.3M	364,881	—	no prior
66	Vinva Investment Management Ltd	$29.1M	370,044	−234,213	trim
67	FRANKLIN RESOURCES INC	$28.8M	358,633	−114,170	trim
68	TD ASSET MANAGEMENT INC	$28.6M	355,986	−43,895	trim
69	TEACHER RETIREMENT SYSTEM OF TEXAS	$28.1M	348,991	−47,288	trim
70	Arbejdsmarkedets Tillaegspension	$26.8M	333,464	+68,042	add
71	Ghisallo Capital Management LLC	$26.1M	325,000	+325,000	new
72	Empowered Funds, LLC	$24.6M	305,821	+162,902	add
73	ALLIANCEBERNSTEIN L.P.	$23.5M	272,496	−102,528	trim
74	FEDERATED HERMES, INC.	$22.9M	284,336	+7,652	add
75	AMERICAN CENTURY COMPANIES INC	$21.8M	271,353	−19,825	trim
76	Mitsubishi UFJ Asset Management Co., Ltd.	$21.5M	266,839	+10,590	add
77	CITIGROUP INC	$21.2M	263,634	+38,500	add
78	TWO SIGMA INVESTMENTS, LP	$21.0M	260,761	−337,582	trim
79	Aberdeen Group plc	$20.7M	257,444	−5,194	trim
80	Gotham Asset Management, LLC	$18.7M	232,729	−16,754	trim
81	Schonfeld Strategic Advisors LLC	$18.6M	230,987	+225,916	add
82	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$18.4M	229,486	0	no change
83	ROYAL BANK OF CANADA	$18.4M	228,740	−78,368	trim
84	Benchstone Capital Management LP	$18.3M	228,082	+228,082	new
85	Universal- Beteiligungs- und Servicegesellschaft mbH	$18.3M	227,457	−15,358	trim
86	Korea Investment CORP	$18.2M	226,417	+62,255	add
87	Cerity Partners LLC	$17.8M	221,108	−483,075	trim
88	AVIVA PLC	$17.5M	217,139	+13,331	add
89	Rockefeller Capital Management L.P.	$17.2M	213,894	−179,710	trim
90	Man Group plc	$17.1M	212,448	−292,101	trim
91	CWM, LLC	$16.6M	205,948	−121,716	trim
92	MERCER GLOBAL ADVISORS INC /ADV	$16.2M	202,017	−32,847	trim
93	ZACKS INVESTMENT MANAGEMENT	$16.2M	200,942	−6,533	trim
94	Mariner, LLC	$16.0M	198,778	−58,700	trim
95	Illinois Municipal Retirement Fund	$15.7M	195,262	−69,659	trim
96	STATE OF MICHIGAN RETIREMENT SYSTEM	$15.3M	189,866	0	no change
97	Oribel Capital Management, LP	$15.2M	189,000	+189,000	new
98	Eurizon Capital SGR S.p.A.	$15.2M	188,566	+188,566	new
99	Zurich Insurance Group Ltd/FI	$14.7M	183,269	+183,269	new
100	Polar Capital Holdings Plc	$14.4M	179,303	+179,303	new
101	PEAK6 LLC	$14.1M	175,203	+175,203	new
102	Aware Super Pty Ltd as trustee of Aware Super	$13.8M	171,426	—	no prior
103	NEW YORK STATE COMMON RETIREMENT FUND	$13.7M	170,008	0	no change
104	Clearstead Advisors, LLC	$13.6M	169,533	−25,178	trim
105	Allspring Global Investments Holdings, LLC	$13.2M	164,171	+76,531	add
106	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$13.2M	164,372	+10,100	add
107	Distillate Capital Partners LLC	$13.0M	162,091	−229	trim
108	Nishkama Capital, LLC	$12.7M	158,000	+158,000	new
109	APG Asset Management N.V.	$12.6M	180,050	−3,932	trim
110	Meridiem Capital Partners LP	$12.4M	154,262	+154,262	new
111	ExodusPoint Capital Management, LP	$12.4M	154,018	+120,205	add
112	Walleye Capital LLC	$12.2M	152,032	+152,031	add
113	SEB Asset Management AB	$11.8M	147,223	—	no prior
114	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$11.6M	144,550	+56,550	add
115	ROYAL LONDON ASSET MANAGEMENT LTD	$11.4M	141,934	+11,000	add
116	Vanguard Global Advisers, LLC	$11.3M	140,191	—	no prior
117	BANQUE PICTET & CIE SA	$10.9M	135,971	−1,499	trim
118	DANSKE BANK A/S	$10.9M	135,783	−13,165	trim
119	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$10.8M	134,384	−12,960	trim
120	Beacon Pointe Advisors, LLC	$10.7M	133,615	+12,841	add
121	WELLS FARGO & COMPANY/MN	$10.7M	133,434	−8,095	trim
122	STATE OF WISCONSIN INVESTMENT BOARD	$10.6M	132,210	+4,290	add
123	Swedbank AB	$10.6M	131,416	+20,300	add
124	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$10.4M	129,176	−33,300	trim
125	Vanguard Investments Australia, Ltd.	$10.2M	126,741	—	no prior
126	Creative Planning	$9.7M	120,096	−65,594	trim
127	LPL Financial LLC	$9.6M	119,426	+11,209	add
128	Asset Management One Co., Ltd.	$9.6M	119,279	+6,261	add
129	Focus Partners Wealth	$9.5M	112,898	−33,901	trim
130	BLAIR WILLIAM & CO/IL	$9.1M	113,514	−600	trim
131	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$8.8M	119,576	−36,109	trim
132	Moran Wealth Management, LLC	$8.7M	107,601	+71,369	add
133	JANE STREET GROUP, LLC	$8.6M	107,443	−311,472	trim
134	Avory & Company, LLC	$8.6M	106,817	−172,692	trim
135	Tredje AP-fonden	$8.3M	103,713	+75,812	add
136	IMC-Chicago, LLC	$8.1M	101,065	+61,594	add
137	ENVESTNET ASSET MANAGEMENT INC	$8.1M	100,876	+48,817	add
138	Pictet Asset Management Holding SA	$8.0M	99,976	−813	trim
139	Hidden Lake Asset Management LP	$7.8M	97,356	+97,356	new
140	Jain Global LLC	$7.7M	96,140	+24,900	add
141	Resona Asset Management Co.,Ltd.	$7.6M	94,652	+4,131	add
142	XTX Topco Ltd	$7.5M	93,395	+23,262	add
143	L2 Asset Management, LLC	$7.1M	88,028	+12,296	add
144	CWA Asset Management Group, LLC	$7.0M	86,744	+12,771	add
145	NATIONAL BANK OF CANADA /FI/	$6.9M	85,552	+78,246	add
146	State of New Jersey Common Pension Fund D	$6.9M	85,562	0	no change
147	ARDSLEY ADVISORY PARTNERS LP	$6.7M	83,000	+83,000	new
148	NOMURA ASSET MANAGEMENT CO LTD	$6.6M	82,399	+430	add
149	Lansforsakringar Fondforvaltning AB (publ)	$6.6M	82,139	−7,010	trim
150	Mudita Advisors LLP	$6.3M	78,800	+78,800	new
151	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$6.2M	78,398	+9,323	add
152	Investment Management Corp of Ontario	$6.2M	77,532	+34,207	add
153	Zurcher Kantonalbank (Zurich Cantonalbank)	$6.2M	77,353	+10,216	add
154	MYDA Advisors LLC	$6.0M	75,000	+75,000	new
155	Havemeyer Place LP	$5.8M	72,159	+72,159	new
156	Hudson Capital Management LLC	$5.8M	72,148	+4,986	add
157	MACKENZIE FINANCIAL CORP	$5.7M	71,135	+11,806	add
158	Caption Management, LLC	$5.7M	70,400	+965	add
159	Arizona State Retirement System	$5.5M	68,901	−969	trim
160	Walleye Trading LLC	$5.5M	68,406	−1,788	trim
161	Dana Investment Advisors, Inc.	$5.5M	68,114	−716	trim
162	OSSIAM	$5.4M	67,015	+6,345	add
163	Corient Private Wealth LLC	$5.3M	68,080	−250,840	trim
164	PRINCIPAL FINANCIAL GROUP INC	$5.1M	63,736	+50,574	add
165	CANADA PENSION PLAN INVESTMENT BOARD	$5.1M	62,911	−58,646	trim
166	HighTower Advisors, LLC	$5.0M	62,593	+82	add
167	NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.9M	61,229	+1,097	add
168	Ensign Peak Advisors, Inc	$4.5M	55,774	+357	add
169	DnB Asset Management AS	$4.4M	55,024	+2,298	add
170	USS Investment Management Ltd	$4.4M	54,871	+3,455	add
171	IFM Investors Pty Ltd	$4.3M	53,489	+2,260	add
172	LBP AM SA	$4.3M	52,975	+52,975	new
173	Thrive Capital Management, LLC	$4.0M	49,496	+8,062	add
174	Lane Generational LLC	$3.9M	48,588	−6	trim
175	Baker Avenue Asset Management, LP	$3.9M	48,140	+4,805	add
176	Elo Mutual Pension Insurance Co	$3.8M	46,972	−1,095	trim
177	Silver Lake Advisory, LLC	$3.8M	46,895	+2,000	add
178	Kerrisdale Advisers, LLC	$3.8M	46,649	+8,850	add
179	Connor, Clark & Lunn Investment Management Ltd.	$3.7M	45,513	+28,642	add
180	MACQUARIE GROUP LTD	$3.6M	45,208	−42,509	trim
181	Daiwa Securities Group Inc.	$3.6M	44,770	+19,255	add
182	GRIMES & Co WEALTH MANAGEMENT, LLC	$3.5M	43,706	−5,877	trim
183	Utah Retirement Systems	$3.5M	43,622	0	no change
184	Crossmark Global Holdings, Inc.	$3.4M	42,600	—	no prior
185	CREDIT AGRICOLE S A	$3.4M	42,548	+21,099	add
186	Federation des caisses Desjardins du Quebec	$3.4M	42,252	+2,190	add
187	QRG CAPITAL MANAGEMENT, INC.	$3.2M	40,060	+6,280	add
188	BW Gestao de Investimentos Ltda.	$3.2M	40,058	+40,058	new
189	Family Manage LLC	$3.2M	39,536	−1,368	trim
190	Oxbow Advisors, LLC	$3.1M	38,622	+279	add
191	Cetera Investment Advisers	$3.0M	36,998	−172	trim
192	Heron Bay Capital Management	$3.0M	36,838	+9,642	add
193	J. Goldman & Co LP	$2.9M	36,680	+36,680	new
194	Delta Global Management LP	$2.9M	36,184	+36,184	new
195	XPONANCE LLC	$2.9M	36,006	+5,740	add
196	BOOTHBAY FUND MANAGEMENT, LLC	$2.9M	35,882	+31,616	add
197	Tidal Investments LLC	$2.8M	35,147	+4,512	add
198	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.8M	34,946	−10,011	trim
199	Atom Investors LP	$2.8M	34,469	+34,469	new
200	Vontobel Holding Ltd.	$2.8M	34,262	+5,590	add
201	TORONTO DOMINION BANK	$2.7M	33,898	−6,798	trim
202	Edgestream Partners, L.P.	$2.7M	33,445	+33,445	new
203	Ashton Thomas Private Wealth, LLC	$2.7M	33,159	−3,415	trim
204	Accurate Wealth Management, LLC	$2.6M	32,296	−7,664	trim
205	Mirae Asset Global Investments Co., Ltd.	$2.5M	31,093	−18,963	trim
206	CenterBook Partners LP	$2.5M	30,862	+30,862	new
207	Apella Capital, LLC	$2.5M	27,991	+3,462	add
208	VOYA INVESTMENT MANAGEMENT LLC	$2.4M	30,313	−280	trim
209	Merit Financial Group, LLC	$2.4M	30,036	−19,137	trim
210	Swiss Life Asset Management Ltd	$2.4M	29,825	+9,276	add
211	Peak Asset Management, LLC	$2.4M	29,249	+2,141	add
212	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.3M	29,145	−9,803	trim
213	Cresset Asset Management, LLC	$2.3M	28,195	+11,772	add
214	LAZARD ASSET MANAGEMENT LLC	$2.3M	28,183	+57	add
215	Regal Investment Advisors LLC	$2.2M	27,762	+27,762	new
216	RB Capital Management, LLC	$2.2M	26,897	+1,568	add
217	Summit Trail Advisors, LLC	$2.2M	26,872	−9,118	trim
218	BALYASNY ASSET MANAGEMENT L.P.	$2.2M	26,859	−221,694	trim
219	Janus Henderson Group Ltd.	$2.1M	26,635	0	no change
220	Vanguard Personalized Indexing Management, LLC	$2.1M	26,497	−3,176	trim
221	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.1M	26,398	+1,517	add
222	Massar Capital Management, LP	$2.1M	26,320	+26,320	new
223	Quinn Opportunity Partners LLC	$2.1M	26,000	0	no change
224	Yelin Lapidot Holdings Management Ltd.	$2.1M	25,900	0	no change
225	OP Asset Management Ltd	$2.0M	25,376	—	no prior
226	SummitTX Capital, L.P.	$2.0M	25,145	+18,410	add
227	Greenhaven Road Investment Management, L.P.	$2.0M	25,000	+25,000	new
228	Phoenix Financial Ltd.	$2.0M	24,663	+24,663	new
229	Dai-ichi Life Insurance Company, Ltd	$2.0M	24,389	−2,505	trim
230	Strategic Global Advisors, LLC	$1.9M	24,227	−320	trim
231	STIFEL FINANCIAL CORP	$1.9M	24,152	+3,141	add
232	Rakuten Investment Management, Inc.	$1.9M	23,414	+12,659	add
233	Pallas Capital Advisors LLC	$1.9M	23,659	−24,591	trim
234	Focus Partners Advisor Solutions, LLC	$1.9M	23,543	−19,159	trim
235	BANK OF NOVA SCOTIA	$1.9M	23,177	−37,747	trim
236	Brevan Howard Capital Management LP	$1.9M	23,170	−5,397	trim
237	Caprock Group, LLC	$1.8M	22,954	−15,162	trim
238	Board of the Pension Protection Fund	$1.8M	22,800	+1,400	add
239	Engineers Gate Manager LP	$1.8M	22,640	−109,518	trim
240	OSAIC HOLDINGS, INC.	$1.8M	21,949	−1,897	trim
241	CGN Advisors LLC	$1.8M	21,813	+3,047	add
242	Convergence Investment Partners, LLC	$1.7M	21,655	−17,291	trim
243	Verdad Advisers, LP	$1.7M	21,580	+649	add
244	PICTON MAHONEY ASSET MANAGEMENT	$1.7M	21,557	+21,540	add
245	Collar Capital Management, LLC	$1.7M	20,910	+133	add
246	Circle Wealth Management, LLC	$1.7M	20,883	+4,768	add
247	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.6M	20,227	+14,105	add
248	Virtus Investment Advisers, LLC	$1.6M	20,094	−2,375	trim
249	COMMONWEALTH EQUITY SERVICES, LLC	$1.5M	19,165	−6,186	trim
250	Fideuram Asset Management (Ireland) dac	$1.5M	18,512	+18,294	add
251	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$1.5M	18,914	+1,260	add
252	WELLINGTON MANAGEMENT GROUP LLP	$1.5M	18,370	−3,784	trim
253	Avanza Fonder AB	$1.5M	18,081	0	no change
254	Chicago Partners Investment Group LLC	$1.5M	15,794	−6,721	trim
255	Manatuck Hill Partners, LLC	$1.4M	18,000	+18,000	new
256	EASTERLY INVESTMENT PARTNERS LLC	$1.4M	17,877	+18	add
257	MML INVESTORS SERVICES, LLC	$1.4M	17,400	+154	add
258	Diversified Trust Co	$1.4M	17,381	−9,446	trim
259	North Dakota State Investment Board	$1.4M	17,132	−2,028	trim
260	Archon Capital Management LLC	$1.4M	17,000	+17,000	new
261	Centiva Capital, LP	$1.3M	16,667	−1,900	trim
262	Cannon Global Investment Management, LLC	$1.3M	16,300	+3,100	add
263	Northwest & Ethical Investments L.P.	$1.3M	16,096	+16,096	new
264	ALPS ADVISORS INC	$1.3M	16,080	+1,200	add
265	Harrington Investments, INC	$1.3M	16,059	−115	trim
266	Inscription Capital, LLC	$1.2M	15,498	−1,206	trim
267	Sanctuary Advisors, LLC	$1.2M	15,409	−4,979	trim
268	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.2M	15,347	+588	add
269	NORTHSTAR ASSET MANAGEMENT INC	$1.2M	15,038	−10,584	trim
270	CSS LLC/IL	$1.2M	14,740	−430	trim
271	Allworth Financial LP	$1.2M	14,687	−2,663	trim
272	Camelot Portfolios, LLC	$1.1M	14,176	−654	trim
273	Sivia Capital Partners, LLC	$1.1M	13,837	+890	add
274	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.1M	13,614	−2,871	trim
275	Krilogy Financial LLC	$1.1M	12,481	−14,151	trim
276	Encompass More Asset Management	$1.1M	13,409	+13,409	new
277	Aaron Wealth Advisors LLC	$1.1M	13,066	−13,709	trim
278	NorthCrest Asset Manangement, LLC	$1.0M	12,591	−13,298	trim
279	Maryland State Retirement & Pension System	$1.0M	12,876	0	no change
280	OMERS ADMINISTRATION Corp	$1.0M	12,820	−6,591	trim
281	FIFTH THIRD BANCORP	$1.0M	12,727	+11,251	add
282	denkapparat Operations GmbH	$1.0M	12,638	0	no change
283	CIBC Asset Management Inc	$1.0M	12,612	+673	add
284	Rehmann Capital Advisory Group	$1.0M	12,506	+12,506	new
285	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.0M	12,485	+12,485	new
286	BANK OF MONTREAL /CAN/	$989K	12,301	+1,338	add
287	Grant Private Wealth Management Inc	$989K	12,300	+409	add
288	CIBC Bancorp USA Inc.	$969K	12,059	—	no prior
289	EVOKE WEALTH, LLC	$961K	11,960	−1,091	trim
290	Candriam S.C.A.	$960K	11,943	−3,064	trim
291	AFFINITY INVESTMENT ADVISORS, LLC	$952K	11,838	+1,815	add
292	EVOLVE PRIVATE WEALTH, LLC	$941K	11,709	−9,798	trim
293	Bull Harbor Capital LLC	$939K	11,675	—	no prior
294	Pathstone Holdings, LLC	$934K	11,617	+2,602	add
295	NewEdge Advisors, LLC	$933K	11,612	+11,612	new
296	Wealthfront Advisers LLC	$925K	11,505	−1,653	trim
297	Marex Group Ltd	$915K	11,388	−4,414	trim
298	Kestra Investment Management, LLC	$910K	11,318	+1,784	add
299	Perpetual Ltd	$885K	11,014	−15,848	trim
300	Kera Capital Partners, Inc.	$884K	10,995	−4,210	trim
301	NOMURA HOLDINGS INC	$870K	10,825	−2,273	trim
302	Wynn Capital, LLC	$845K	10,507	+335	add
303	Credit Capital Investments LLC	$844K	10,500	+6,000	add
304	Osmosis Investment Management UK Ltd	$842K	10,477	+10,477	new
305	GLOBALT Investments LLC / GA	$822K	10,228	+10,228	new
306	Sequoia Financial Advisors, LLC	$822K	10,220	−5,446	trim
307	WINNACLE WEALTH LLC	$809K	10,068	+10,068	new
308	TOKIO MARINE ASSET MANAGEMENT CO LTD	$807K	10,040	+74	add
309	MEITAV INVESTMENT HOUSE LTD	$804K	10,000	+10,000	new
310	Perigon Wealth Management, LLC	$803K	9,987	−5,864	trim
311	Woodline Partners LP	$798K	9,925	+5,296	add
312	Vident Advisory, LLC	$781K	9,709	+2,918	add
313	J. Safra Sarasin Holding AG	$773K	9,621	−1,258	trim
314	Qtron Investments LLC	$752K	9,358	0	no change
315	TRUIST FINANCIAL CORP	$746K	9,283	+1,145	add
316	NATIXIS	$742K	9,230	+2,770	add
317	GUGGENHEIM CAPITAL LLC	$735K	9,140	−417	trim
318	E. Ohman J:or Asset Management AB	$728K	9,050	0	no change
319	Banque Cantonale Vaudoise	$727K	9,047	−11,531	trim
320	State of Wyoming	$720K	8,955	−685	trim
321	Brookstone Capital Management	$700K	8,713	+689	add
322	ABN AMRO INVESTMENT SOLUTIONS	$694K	8,634	+8,634	new
323	Siemens Fonds Invest GmbH	$691K	8,597	+213	add
324	PROFUND ADVISORS LLC	$685K	8,523	−1,177	trim
325	OPPENHEIMER & CO INC	$665K	8,273	+5,791	add
326	Fieldview Capital Management, LLC	$664K	8,261	−11,843	trim
327	Compound Planning, Inc.	$658K	8,188	+248	add
328	Synergy Financial Group, LTD	$658K	8,182	+1,081	add
329	ASR Vermogensbeheer N.V.	$657K	8,171	+724	add
330	RITHOLTZ WEALTH MANAGEMENT	$645K	8,019	+4,710	add
331	SORA INVESTORS LLC	$643K	8,000	+8,000	new
332	Talon Private Wealth, LLC	$641K	7,979	—	no prior
333	MOKAN Wealth Management Inc.	$638K	7,929	+4,709	add
334	LECAP ASSET MANAGEMENT LTD	$637K	7,928	−545	trim
335	WESTPAC BANKING CORP	$607K	7,550	+6,157	add
336	Vectors Research Management, LLC	$607K	7,545	+34	add
337	3Chopt Investment Partners, LLC	$592K	7,370	+119	add
338	Twin Tree Management, LP	$591K	7,355	+7,355	new
339	Rafferty Asset Management, LLC	$590K	7,341	−1,161	trim
340	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$589K	7,330	+1,174	add
341	Savant Capital, LLC	$583K	7,250	+3,266	add
342	Everhart Financial Group, Inc.	$575K	7,149	+79	add
343	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$573K	7,122	−89,579	trim
344	MISSION WEALTH MANAGEMENT, LP	$563K	6,999	−744	trim
345	Lombard Odier Asset Management (Switzerland) SA	$562K	6,994	+6,994	new
346	CHOREO, LLC	$555K	6,908	−3,842	trim
347	Alta Wealth Advisors LLC	$553K	6,876	−330	trim
348	Arax Advisory Partners	$552K	6,181	+3,983	add
349	Essex Financial Services, Inc.	$551K	6,860	−1,356	trim
350	EVERGREEN CAPITAL MANAGEMENT LLC	$551K	6,859	−197	trim
351	Perbak Capital Partners LLP	$551K	6,852	+3,741	add
352	Verition Fund Management LLC	$551K	6,850	−49,850	trim
353	WADDELL & ASSOCIATES, LLC	$527K	6,556	−2,660	trim
354	HUB Investment Partners, LLC	$521K	6,483	+1,212	add
355	Waverly Advisors, LLC	$519K	6,457	−4,111	trim
356	Bank Pictet & Cie (Europe) AG	$517K	6,437	+1,002	add
357	Bridgefront Capital, LLC	$517K	6,430	+6,430	new
358	Graham Capital Management, L.P.	$510K	6,346	−40,374	trim
359	HB Wealth Management, LLC	$507K	6,302	−1,521	trim
360	EARNED WEALTH ADVISORS, LLC	$494K	6,139	−3,020	trim
361	ABS Direct Equity Fund LLC	$490K	4,600	+4,600	new
362	Watershed Asset Management, L.L.C.	$484K	6,019	+827	add
363	PAR CAPITAL MANAGEMENT INC	$482K	6,000	−5,900	trim
364	Whalen Wealth Management Inc.	$481K	5,982	+294	add
365	Baader Bank Aktiengesellschaft	$478K	5,961	−915	trim
366	M&T BANK CORP	$473K	5,878	−1,154	trim
367	Y-Intercept (Hong Kong) Ltd	$467K	5,803	−23,136	trim
368	Leonteq Securities AG	$462K	5,753	−974	trim
369	LEIGH BALDWIN & CO., LLC	$461K	5,732	+810	add
370	US BANCORP \DE\	$461K	5,731	+378	add
371	Private Advisor Group, LLC	$458K	5,703	+679	add
372	DC Investments Management, LLC	$454K	5,653	0	no change
373	Kestra Advisory Services, LLC	$450K	5,599	−329	trim
374	Hunting Hill Global Capital, LLC	$447K	5,559	−6,082	trim
375	CIBC WORLD MARKET INC.	$442K	5,501	+7	add
376	Machina Capital S.A.S.	$432K	5,377	+5,377	new
377	Parcion Private Wealth LLC	$431K	5,364	−6,382	trim
378	Capula Management Ltd	$423K	5,266	−21,396	trim
379	Parallax Volatility Advisers, L.P.	$423K	5,259	+5,259	new
380	Resonant Capital Advisors, LLC	$423K	5,257	+490	add
381	Caerus Investment Advisors, LLC	$418K	5,194	−11,191	trim
382	DIVERSIFY WEALTH MANAGEMENT, LLC	$417K	4,351	+4,351	new
383	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$414K	5,152	—	no prior
384	Pinnacle Financial Partners, Inc.	$413K	5,140	+5,140	new
385	Oakmont Advisory Group, LLC	$407K	5,063	—	no prior
386	Vise Technologies, Inc.	$406K	4,707	0	no change
387	VIRTUS ADVISERS, LLC	$394K	4,895	+2,508	add
388	COURIER CAPITAL LLC	$393K	4,888	+9	add
389	GATEWAY INVESTMENT ADVISERS LLC	$382K	4,758	−10,293	trim
390	KESTRA PRIVATE WEALTH SERVICES, LLC	$381K	4,734	−6,751	trim
391	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$371K	4,612	+4,612	new
392	MIRABELLA FINANCIAL SERVICES LLP	$371K	4,611	−1,733	trim
393	GenTrust, LLC	$370K	4,599	−2,798	trim
394	Abundance Wealth Counselors	$369K	4,586	+4,586	new
395	SYM FINANCIAL Corp	$366K	4,549	−1,739	trim
396	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	$364K	4,523	0	no change
397	BAM Wealth Management, LLC	$361K	4,491	+421	add
398	SILVER OAK SECURITIES, INCORPORATED	$361K	4,488	−10	trim
399	EP Wealth Advisors, LLC	$356K	4,425	−11,669	trim
400	PRINCIPAL SECURITIES, INC.	$353K	4,394	+1,341	add
401	&PARTNERS	$353K	4,386	+1,064	add
402	POINCIANA ADVISORS GROUP, LLC	$346K	4,306	0	no change
403	Curi Capital, LLC	$344K	4,285	−11,940	trim
404	Ahara Advisors LLC	$344K	4,279	—	no prior
405	Optas, LLC	$344K	4,277	−6,736	trim
406	Rothschild Wealth LLC	$342K	4,251	−2,868	trim
407	UniSuper Management Pty Ltd	$338K	4,200	0	no change
408	Sunstone Asset Management, L.P.	$338K	4,200	+4,200	new
409	AlphaCore Capital LLC	$338K	4,199	−2,352	trim
410	waypoint wealth counsel	$337K	4,198	−4,619	trim
411	CAPSTONE INVESTMENT ADVISORS, LLC	$332K	4,134	−17,433	trim
412	Allegiance Financial Group Advisory Services LLC	$331K	4,125	−2,244	trim
413	SIGNATUREFD, LLC	$331K	4,116	−105	trim
414	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$330K	4,165	−6,125	trim
415	Harbour Capital Advisors, LLC	$329K	3,580	+3,580	new
416	Aptus Capital Advisors, LLC	$329K	4,087	−614	trim
417	ACADIAN ASSET MANAGEMENT LLC	$317K	3,938,007	−1,470,722	trim
418	PINNACLE ASSOCIATES LTD	$309K	3,844	−2,776	trim
419	MARATHON CAPITAL MANAGEMENT	$306K	3,803	+3,803	new
420	Avondale Wealth Management	$305K	3,800	+3,800	new
421	NORTHWEST WEALTH MANAGEMENT, LLC	$298K	3,710	−1,271	trim
422	SCOTIA CAPITAL INC.	$296K	3,687	+3,687	new
423	Savvy Advisors, Inc.	$294K	3,660	−2,438	trim
424	CHILDRESS CAPITAL ADVISORS, LLC	$290K	3,604	+484	add
425	Wedmont Private Capital	$288K	3,459	−23	trim
426	National Philanthropic Trust	$285K	3,550	—	no prior
427	Americana Partners, LLC	$284K	3,534	+152	add
428	Atria Investments, Inc	$282K	3,507	+584	add
429	Kathmere Capital Management, LLC	$271K	3,365	+3,365	new
430	Metis Global Partners, LLC	$269K	3,352	−174	trim
431	Graetz Wealth LLC	$268K	3,338	+3,338	new
432	Linden Thomas Advisory Services, LLC	$268K	3,331	+3,331	new
433	Menard Financial Group LLC	$267K	3,324	0	no change
434	PRUDENTIAL PLC	$264K	3,281	+241	add
435	MGO ONE SEVEN LLC	$263K	3,273	−215	trim
436	LVW Advisors, LLC	$257K	3,200	+3,200	new
437	Oak Thistle LLC	$257K	3,193	−18,788	trim
438	Aprio Wealth Management, LLC	$252K	3,133	+3,133	new
439	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$248K	3,077	0	no change
440	Alphadyne Asset Management LP	$248K	3,082	+3,082	new
441	DRW Securities, LLC	$242K	3,008	+3,008	new
442	McGlone Suttner Wealth Management, Inc.	$236K	2,939	0	no change
443	Modern Wealth Management, LLC	$235K	2,917	+2,917	new
444	Investment Research Partners LLC	$231K	2,876	−515	trim
445	PFG Investments, LLC	$230K	2,864	+2,864	new
446	New Age Alpha Advisors, LLC	$227K	2,826	+1,112	add
447	Callan Family Office, LLC	$226K	2,815	−396	trim
448	Livforsakringsbolaget Skandia, Omsesidigt	$225K	2,804	0	no change
449	RIVERSEDGE ADVISORS, LLC	$216K	2,685	−1,396	trim
450	Larson Financial Group LLC	$215K	2,675	+721	add
451	Cambria Investment Management, L.P.	$213K	2,649	−952	trim
452	Urban Wealth Management, LLC	$210K	2,616	−100	trim
453	Ascent Group, LLC	$210K	2,608	+2,608	new
454	Facet Wealth, Inc.	$208K	2,591	+2,591	new
455	Midwest Financial Group LLC	$208K	2,590	−100	trim
456	DAYMARK WEALTH PARTNERS, LLC	$206K	2,566	+2,566	new
457	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$204K	2,542	+2,542	new
458	Empirical Asset Management, LLC	$204K	2,536	−6,938	trim
459	Envestnet Portfolio Solutions, Inc.	$203K	2,531	−1,087	trim
460	INSPIRION WEALTH ADVISORS, LLC	$201K	2,500	0	no change
461	QTR Family Wealth, LLC	$201K	2,435	−3,956	trim
462	True Wealth Design, LLC	$189K	2,347	−957	trim
463	MAI Capital Management	$167K	2,081	+1,396	add
464	Steward Partners Investment Advisory, LLC	$167K	2,080	+663	add
465	Aster Capital Management (DIFC) Ltd	$164K	2,227	+2,227	new
466	Smartleaf Asset Management LLC	$160K	2,039	+294	add
467	ASSETMARK, INC	$141K	1,758	+488	add
468	Quarry LP	$125K	1,557	+351	add
469	Keating Financial Advisory Services, Inc.	$123K	1,536	+1,536	new
470	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$102K	1,268	+800	add
471	KBC Group NV	$95.9K	1,193,027	+487,384	add
472	SJS Investment Consulting Inc.	$82.6K	1,027	−48	trim
473	Bank Julius Baer & Co. Ltd, Zurich	$82.2K	1,023	+483	add
474	HighMark Wealth Management LLC	$78.1K	972	0	no change
475	EDMOND DE ROTHSCHILD HOLDING S.A.	$73.2K	910	0	no change
476	Blue Trust, Inc.	$69.1K	860	−5	trim
477	Rakuten Securities, Inc.	$62.5K	777	+769	add
478	HM PAYSON & CO	$55.8K	694	0	no change
479	S-Bank Fund Management Ltd	$55.2K	687	−26	trim
480	Triumph Capital Management	$49.0K	610	−101	trim
481	STANCE CAPITAL LLC	$48.2K	600	+600	new
482	DekaBank Deutsche Girozentrale	$43.5K	537,626	0	no change
483	Financial Perspectives, Inc	$38.3K	476	0	no change
484	REAP Financial Group, LLC	$37.0K	460	−195	trim
485	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$37.0K	460	+20	add
486	CVA Family Office, LLC	$35.8K	445	+271	add
487	Deseret Mutual Benefit Administrators	$35.7K	444	+206	add
488	Compagnie Lombard Odier SCmA	$32.2K	400	0	no change
489	WealthCollab, LLC	$31.7K	394	0	no change
490	Activest Wealth Management	$28.9K	360	−126	trim
491	TD Waterhouse Canada Inc.	$26.2K	325	+80	add
492	Transamerica Financial Advisors, LLC	$24.8K	309	+138	add
493	Advocate Investing Services LLC	$24.5K	305	+5	add
494	PFS Partners, LLC	$24.1K	300	0	no change
495	Twin Lakes Capital Management, LLC	$24.0K	298	0	no change
496	Treasurer of the State of North Carolina	$22.4K	278,951	+18,484	add
497	BELLEVUE ASSET MANAGEMENT, LLC	$20.9K	260	0	no change
498	EFG International AG	$20.5K	255	−25	trim
499	Raleigh Capital Management Inc.	$20.3K	253	−3	trim
500	Geneos Wealth Management Inc.	$20.2K	251	−25	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ZM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 4 Gotham Asset Management, Bridgewater Associates, Moore Capital Management, Caxton Associates $18.7M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ZOOM COMMUNICATIONS INC

Merged timeline of congressional filings and notable-manager moves on ZM
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	trim	−16,754 sh
2026-05-15	Bridgewater Associates 13F	exit	−116,808 sh
2026-05-15	Moore Capital Management 13F	exit	−17,428 sh
2026-05-14	Caxton Associates 13F	exit	−10,512 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

5 members of Congress disclosed ZM — the congressional view ↗