Stock ownership · SEC 13F · Q4 2025

ZILLOW GROUP INC

A breakdown of ZILLOW GROUP INC's institutional base (CUSIP 98954M200): the holders, the concentration among them, and what changed last quarter.

$13.2M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$13.2M of ZILLOW GROUP INC is reported by 4 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$13.2M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 98954M200 · Q4 2025 $13M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-FULL

  • VALUE-TRACE $13.2M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - ZILLOW GROUP INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ZILLOW GROUP INC
  1. 1
    Avory & Company, LLC $13.2M
  2. 2
    TD Capital Management LLC $34K
  3. 3
    Banque Transatlantique SA $20K
  4. 4
    Bell Investment Advisors, Inc $4K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ZILLOW GROUP INC position has risen from 2 to 4 over the last 8 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding ZILLOW GROUP INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Avory & Company, LLC 192,946 $13.2M 99.6%
2 TD Capital Management LLC 493 $34K 0.3%
3 Banque Transatlantique SA 300 $20K 0.2%
4 Bell Investment Advisors, Inc 59 $4K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ZILLOW GROUP INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
99.8%
Shared-defined discretion (DFND)
0.2%

Latest Quarter Activity · Q4 2025

New positions (2)

Avory & Company, LLC $13.2M
Banque Transatlantique SA $20K

Complete exits (5)

CIBC Bancorp USA Inc. exited
CIBC Private Wealth Group LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Strategic Advocates LLC exited
Asset Dedication, LLC exited

Frequently Asked Questions

How many institutions hold ZILLOW GROUP INC?▼
ZILLOW GROUP INC is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ZILLOW GROUP INC?▼
Institutions report $13.2M of ZILLOW GROUP INC as of Q4 2025.
How concentrated is ownership of ZILLOW GROUP INC?▼
The top five institutional holders account for 100% of the reported institutional value in ZILLOW GROUP INC, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ZILLOW GROUP INC?▼
Avory & Company, LLC is the largest reported holder of ZILLOW GROUP INC with $13.2M across 192,946 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.