Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in Z held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Caledonia (Private) Investments Pty Ltd | 25.9M | $1.07B | -0.7% | 10.776% | 31.17% |
| 2 | Capital World Investors | 14.2M | $587.4M | +31.1% | 5.908% | 0.08% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14.0M | $579.7M | β | 5.830% | 0.03% |
| 4 | Independent Franchise Partners LLP | 13.2M | $546.1M | +20.5% | 5.492% | 3.82% |
| 5 | BlackRock, Inc. | 10.0M | $414.1M | +0.3% | 4.165% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 7.5M | $310.4M | β | 3.122% | 0.01% |
| 7 | TIGER GLOBAL MANAGEMENT LLC | 7.4M | $304.9M | +21.7% | 3.067% | 1.33% |
| 8 | Ninety One UK Ltd | 3.9M | $161.5M | -17.8% | 1.625% | 0.37% |
| 9 | STATE STREET CORP | 3.9M | $160.4M | +1.0% | 1.613% | 0.01% |
| 10 | EMINENCE CAPITAL, LP | 3.4M | $142.6M | +64.5% | 1.434% | 3.27% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 3.4M | $142.0M | +2.3% | 1.431% | 0.01% |
| 12 | UBS Group AG | 3.2M | $134.4M | -17.9% | 1.352% | 0.02% |
| 13 | Technology Crossover Management IX, Ltd. | 3.0M | $126.1M | 0.0% | 1.268% | 16.77% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.0M | $125.5M | -13.4% | 1.263% | 0.01% |
| 15 | Technology Crossover Management VIII, Ltd. | 2.7M | $113.2M | 0.0% | 1.138% | 37.92% |
| 16 | FMR LLC | 2.6M | $106.8M | -71.2% | 1.074% | 0.01% |
| 17 | MORGAN STANLEY | 2.6M | $106.5M | -19.5% | 1.071% | 0.01% |
| 18 | Dorsal Capital Management, LLC | 2.5M | $101.4M | -16.2% | 1.020% | 4.03% |
| 19 | Technology Crossover Management XI, Ltd. | 2.3M | $96.7M | 0.0% | 0.973% | 16.63% |
| 20 | STATE OF WISCONSIN INVESTMENT BOARD | 2.1M | $85.6M | +2354.8% | 0.861% | 0.20% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $78.5M | +21.8% | 0.789% | 0.02% |
| 22 | GOLDMAN SACHS GROUP INC | 1.8M | $74.5M | +311.4% | 0.750% | 0.01% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $73.4M | +12.5% | 0.738% | 0.01% |
| 24 | CITADEL ADVISORS LLC | 1.5M | $60.7M | -3.1% | 0.610% | 0.03% |
| 25 | Greencape Capital Pty Ltd | 1.4M | $59.9M | -46.8% | 0.603% | 100.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in Z β a direct measure of their conviction.
Filings activity in Z during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new Z position in Q1 2026
Institutions that fully closed their Z position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 478 | 6.6% | 95.31% | 73.50 pp | $7.34B | 44% |
| Q4 2025 | 512 | +1.0% | 168.81% | 22.19 pp | $12.99B | 12% |
| Q3 2025 | 507 | +9.0% | 191.00% | +25.48 pp | $14.70B | +15% |
| Q2 2025 | 465 | 2.3% | 165.52% | +10.44 pp | $12.74B | +6.7% |
| Q1 2025 | 476 | +0.2% | 155.08% | 14.12 pp | $11.94B | 8.3% |
| Q4 2024 | 475 | +10.0% | 169.20% | +27.96 pp | $13.02B | +20% |
| Q3 2024 | 432 | +6.7% | 141.24% | +34.55 pp | $10.87B | +32% |
| Q2 2024 | 405 | β | 106.69% | β | $8.21B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying Z stock.
Based on Q1 2026 13F filings, institutional ownership of Zillow Group, Inc. Class C stands at 95.3%, held across 478 reporting institutions.
Caledonia (Private) Investments Pty Ltd is the largest reported institutional holder of Z, with approximately 25,894,393 shares worth $1.07B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of Z, including TIGER GLOBAL MANAGEMENT LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for Z is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
84 institutions opened new positions in Z during Q1 2026, while 118 fully exited. 80 added to existing positions and 310 trimmed.
Z institutional ownership fell by 73.50 percentage points quarter-over-quarter, with a net change of -34 holders.
The top 10 institutions account for 58.3% of all reported 13F value in Z, and the top 25 account for 78.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Zillow Group, Inc. Class C (Z) Institutional Ownership