Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ZG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Caledonia (Private) Investments Pty Ltd | 11.4M | $470.6M | -0.1% | 4.732% | 13.69% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | $163.5M | β | 1.644% | 0.01% |
| 3 | Capital World Investors | 3.1M | $127.6M | β | 1.283% | 0.02% |
| 4 | Independent Franchise Partners LLP | 2.7M | $113.3M | +35.3% | 1.140% | 0.79% |
| 5 | BlackRock, Inc. | 2.4M | $98.7M | +0.5% | 0.993% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $93.1M | β | 0.936% | 0.00% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 1.1M | $44.4M | +16.2% | 0.446% | 0.01% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $43.9M | +1.0% | 0.442% | 0.00% |
| 9 | MAPLELANE CAPITAL, LLC | 482K | $42.8M | -58.9% | 0.201% | 3.99% |
| 10 | TIGER GLOBAL MANAGEMENT LLC | 1.0M | $42.4M | 0.0% | 0.426% | 0.19% |
| 11 | UBS Group AG | 836K | $34.6M | -17.9% | 0.348% | 0.01% |
| 12 | STATE STREET CORP | 734K | $30.4M | +0.7% | 0.306% | 0.00% |
| 13 | MORGAN STANLEY | 570K | $23.6M | +137.5% | 0.237% | 0.00% |
| 14 | D. E. Shaw & Co., Inc. | 560K | $23.2M | +599.5% | 0.233% | 0.02% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 554K | $22.9M | +18.2% | 0.231% | 0.00% |
| 16 | Technology Crossover Management VIII, Ltd. | 384K | $15.9M | 0.0% | 0.160% | 5.33% |
| 17 | Oakum Bay Capital LLC | 377K | $15.6M | +51.6% | 0.157% | 8.37% |
| 18 | MILLENNIUM MANAGEMENT LLC | 369K | $15.3M | +222.3% | 0.153% | 0.01% |
| 19 | Selkirk Management LLC | 366K | $15.1M | 0.0% | 0.152% | 5.15% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 365K | $15.1M | +1243.7% | 0.152% | 0.01% |
| 21 | BALYASNY ASSET MANAGEMENT LLC | 335K | $13.9M | +206.9% | 0.139% | 0.05% |
| 22 | COATUE MANAGEMENT LLC | 328K | $13.6M | β | 0.137% | 0.05% |
| 23 | Point72 Asset Management, L.P. | 321K | $13.3M | β | 0.134% | 0.02% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 303K | $12.5M | β | 0.126% | 0.00% |
| 25 | HARVARD MANAGEMENT CO INC | 285K | $11.8M | -5.4% | 0.119% | 0.65% |
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 ZG β a direct measure of their conviction.
Filings activity in ZG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ZG position in Q1 2026
Institutions that fully closed their ZG 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 | 263 | 9.6% | 22.59% | 16.92 pp | $1.75B | 43% |
| Q4 2025 | 291 | 0.3% | 39.51% | +0.38 pp | $3.06B | +1.0% |
| Q3 2025 | 292 | +6.6% | 39.13% | +1.48 pp | $3.03B | +3.9% |
| Q2 2025 | 274 | +0.0% | 37.65% | +2.64 pp | $2.91B | +7.5% |
| Q1 2025 | 274 | 9.6% | 35.01% | 35.60 pp | $2.71B | 50% |
| Q4 2024 | 303 | +13% | 70.61% | +36.26 pp | $5.47B | +106% |
| Q3 2024 | 267 | +9.0% | 34.35% | +6.94 pp | $2.66B | +25% |
| Q2 2024 | 245 | β | 27.41% | β | $2.12B | 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 ZG stock.
Based on Q1 2026 13F filings, institutional ownership of Zillow Group, Inc. Class A stands at 22.6%, held across 263 reporting institutions.
Caledonia (Private) Investments Pty Ltd is the largest reported institutional holder of ZG, with approximately 11,370,543 shares worth $0.47B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of ZG, including TIGER GLOBAL MANAGEMENT LLC, MILLENNIUM MANAGEMENT LLC, COATUE MANAGEMENT LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for ZG is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
51 institutions opened new positions in ZG during Q1 2026, while 79 fully exited. 49 added to existing positions and 161 trimmed.
ZG institutional ownership fell by 16.92 percentage points quarter-over-quarter, with a net change of -28 holders.
The top 10 institutions account for 70.9% of all reported 13F value in ZG, and the top 25 account for 86.7%.
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 A (ZG) Institutional Ownership