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Institutional Ownership · SEC Form 13F

Who owns Zeta Global Holdings (ZETA)


Which tracked institutional funds hold ZETA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZETA company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

390
Institutional holders
187M
Shares held (tracked funds)

How the tape is positioned

166 tracked funds added or opened ZETA while 66 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ZETA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ZETA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ZETA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 390 tracked filers holding ZETA, 235 increased or opened the position and 201 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ZETA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 28

  • Point72 Asset Management, L.P.$12M
  • Tidal Investments LLC$8M
  • RENAISSANCE GROUP LLC$8M
  • Atom Investors LP$5M
  • KORNITZER CAPITAL MANAGEMENT INC /KS$5M
  • BALYASNY ASSET MANAGEMENT L.P.$4M

Full exits 30

  • HRT FINANCIAL LP$14M
  • MILLENNIUM MANAGEMENT LLC$14M
  • Ophir Asset Management Pty Ltd$8M
  • Bullseye Asset Management LLC$7M
  • PDT Partners, LLC$5M
  • NEXT CENTURY GROWTH INVESTORS LLC$4M

Largest adds

  • BlackRock, Inc.$249M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$87M
  • VANGUARD CAPITAL MANAGEMENT LLC$59M
  • GOLDMAN SACHS GROUP INC$47M
  • DISCIPLINED GROWTH INVESTORS INC /MN$35M
  • Capital World Investors$33M

Largest trims

  • JANE STREET GROUP, LLC$52M
  • UBS Group AG$48M
  • CITADEL ADVISORS LLC$19M
  • MARSHALL WACE, LLP$17M
  • TUDOR INVESTMENT CORP ET AL$10M
  • LAZARD ASSET MANAGEMENT LLC$6M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added19,821,373$390M11.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added14,830,627$292M8.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added10,293,861$203M5.9%2026-Q2
Greenvale Capital LLP trimmed9,255,000$182M5.3%2026-Q2
Capital World Investors added8,194,985$161M4.7%2026-Q2
GOLDMAN SACHS GROUP INC added6,847,228$135M3.9%2026-Q2
DISCIPLINED GROWTH INVESTORS INC /MN added6,761,165$133M3.8%2026-Q2
NEUBERGER BERMAN GROUP LLC added6,262,565$123M3.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added5,658,443$111M3.2%2026-Q2
STATE STREET CORP added5,379,085$106M3.1%2026-Q2
Contour Asset Management LLC trimmed4,207,812$83M2.4%2026-Q2
BWCP, LP trimmed4,125,636$81M2.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed3,662,641$72M2.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added3,575,582$70M2.0%2026-Q2
MORGAN STANLEY added2,694,386$53M1.5%2026-Q2
Nuveen, LLC added2,427,747$48M1.4%2026-Q2
Stephens Investment Management Group LLC added2,426,427$48M1.4%2026-Q2
NORTHERN TRUST CORP added2,311,858$45M1.3%2026-Q2
BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed2,053,779$40M1.2%2026-Q2
Clearbridge Investments, LLC trimmed2,041,753$40M1.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added1,978,272$39M1.1%2026-Q2
NORGES BANK trimmed1,803,608$35M1.0%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,775,046$35M1.0%2026-Q2
Granahan Investment Management, LLC added1,758,212$35M1.0%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added1,652,800$33M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added1,516,355$30M0.9%2026-Q2
Portolan Capital Management, LLC added1,502,738$30M0.9%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed1,472,953$29M0.8%2026-Q2
UBS Group AG trimmed1,468,852$29M0.8%2026-Q2
Qube Research & Technologies Ltd added1,450,873$29M0.8%2026-Q2
PANAGORA ASSET MANAGEMENT INC added1,421,253$28M0.8%2026-Q2
JANE STREET GROUP, LLC trimmed1,400,658$28M0.8%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added1,398,511$28M0.8%2026-Q2
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added1,395,621$27M0.8%2026-Q2
AMERIPRISE FINANCIAL INC added1,276,115$25M0.7%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,144,635$23M0.7%2026-Q2
Penn Capital Management Company, LLC added1,033,262$20M0.6%2026-Q2
MARSHALL WACE, LLP trimmed987,883$19M0.6%2026-Q2
ARMISTICE CAPITAL, LLC added965,273$19M0.5%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added954,939$19M0.5%2026-Q2
Bank of New York Mellon Corp added954,532$19M0.5%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed931,557$18M0.5%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed929,739$18M0.5%2026-Q2
P2 Capital Partners, LLC added920,000$18M0.5%2026-Q2
OBERWEIS ASSET MANAGEMENT INC/ trimmed819,770$16M0.5%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added807,728$16M0.5%2026-Q2
RPG Investment Advisory, LLC added798,103$16M0.5%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added779,454$15M0.4%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC added747,320$15M0.4%2026-Q2
Manatuck Hill Partners, LLC added650,000$13M0.4%2026-Q2
IMC-Chicago, LLC added628,800$12M0.4%2026-Q2
Point72 Asset Management, L.P. added623,129$12M0.4%2026-Q2
Russell Investments Group, Ltd. added615,770$12M0.4%2026-Q2
Samjo Management, LLC added549,265$11M0.3%2026-Q2
ROYAL BANK OF CANADA trimmed541,693$11M0.3%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC trimmed523,528$10M0.3%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed478,984$9M0.3%2026-Q2
ALLIANCEBERNSTEIN L.P. added434,188$7M0.2%2026-Q2
Tidal Investments LLC added425,814$8M0.2%2026-Q2
SEI INVESTMENTS CO trimmed423,847$8M0.2%2026-Q2
Bastion Asset Management Inc. added417,329$8M0.2%2026-Q2
Granite Investment Partners, LLC trimmed411,712$8M0.2%2026-Q2
STANSBERRY ASSET MANAGEMENT, LLC trimmed405,205$8M0.2%2026-Q2
JPMORGAN CHASE & CO trimmed396,458$8M0.2%2026-Q2
RENAISSANCE GROUP LLC new387,690$8M0.2%2026-Q2
1492 Capital Management LLC trimmed381,000$7M0.2%2026-Q2
Swiss National Bank added376,100$7M0.2%2026-Q2
Lisanti Capital Growth, LLC added351,415$7M0.2%2026-Q2
LPL Financial LLC added351,400$7M0.2%2026-Q2
GROUP ONE TRADING LLC trimmed345,741$7M0.2%2026-Q2
DEUTSCHE BANK AG\ added345,472$7M0.2%2026-Q2
CastleKnight Management LP trimmed335,900$7M0.2%2026-Q2
Summit Creek Advisors LLC trimmed322,048$6M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added318,529$6M0.2%2026-Q2
Quantinno Capital Management LP added317,606$6M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added287,980$6M0.2%2026-Q2
RHUMBLINE ADVISERS added282,485$6M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added281,764$6M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added272,597$5M0.2%2026-Q2
HAHN CAPITAL MANAGEMENT LLC trimmed271,258$5M0.2%2026-Q2
Corient Private Wealth LP added266,242$5M0.2%2026-Q2
Atom Investors LP new264,086$5M0.2%2026-Q2
CALIFORNIA FIRST LEASING CORP253,163$5M0.1%2026-Q2
KORNITZER CAPITAL MANAGEMENT INC /KS new245,149$5M0.1%2026-Q2
OSAIC HOLDINGS, INC. added240,497$5M0.1%2026-Q2
MARATHON CAPITAL MANAGEMENT added239,765$5M0.1%2026-Q2
Stanley-Laman Group, Ltd. trimmed232,253$5M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed228,550$4M0.1%2026-Q2
Hillsdale Investment Management Inc. added225,750$4M0.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added223,964$4M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed220,658$4M0.1%2026-Q2
Creative Planning added215,079$4M0.1%2026-Q2
Invesco Ltd. added195,174$4M0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed188,249$4M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added186,050$4M0.1%2026-Q2
FMR LLC trimmed184,925$4M0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added184,667$4M0.1%2026-Q2
Legato Capital Management LLC added183,356$4M0.1%2026-Q2
WINTON GROUP Ltd new176,847$3M0.1%2026-Q2
ALGERT GLOBAL LLC added176,790$3M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership