Exploring Zillow Group, Inc. (Z) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Zillow Group Inc. (Z)? As of December 31, 2024, institutional investors held a significant 94.46% of Zillow's shares. Let's delve into the details of who these key investors are and explore the potential motivations driving their investment decisions, considering that on April 17, 2025, the share price was $62.57, marking a 49.62% increase from $41.82 on April 19, 2024.

Zillow Group, Inc. (Z) Who Invests in [Company Name] and Why?

Understanding the investor profile of Zillow Group, Inc. (Z) provides valuable insights into market sentiment and the factors driving investment decisions. A diverse range of investors, from retail to institutional, are drawn to Zillow for various reasons, employing different investment strategies.

Key Investor Types:

• Institutional Investors: These entities, including mutual funds, hedge funds, and pension funds, constitute a significant portion of Zillow's shareholder base. As of December 31, 2024, institutional investors held a substantial 94.46% of Zillow's shares.
• Retail Investors: Individual investors also participate in Zillow's stock, although to a lesser extent than institutional investors.
• Insiders: Company executives and board members hold shares, aligning their interests with the company's performance. Insiders held 6.69% of shares.

The largest shareholders include:

• Caledonia (Private) Investments Pty Ltd: Holding 35.82 million shares, representing 19.68% ownership, valued at $2,241,207,896 as of December 31, 2024.
• Vanguard Group Inc: Holding 20.96 million shares, representing 11.52% ownership, valued at $1,311,553,415 as of December 31, 2024.
• Independent Franchise Partners, LLP: Holding 10.88 million shares, representing 5.98% ownership, valued at $680,925,092 as of December 31, 2024.
• BlackRock Inc.: Holding 8.69 million shares, representing 4.78% ownership, valued at $544,045,333 as of December 31, 2024.
• FMR, LLC: Holding 8.56 million shares, representing 4.70% ownership, valued at $535,617,530 as of December 31, 2024.

Top mutual fund holders include:

• GROWTH FUND OF AMERICA: Holding 6 million shares, representing 3.30% ownership, valued at $375,516,105 as of March 31, 2025.
• VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund: Holding 5.93 million shares, representing 3.26% ownership, valued at $371,119,562 as of January 31, 2025.
• VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund: Holding 4.78 million shares, representing 2.63% ownership, valued at $299,130,149 as of December 31, 2024.

Investment Motivations:

• Growth Prospects: Zillow operates in the internet content and information industry. Zillow's strategic initiatives, including expanding its mortgage origination operations and acquiring Follow Up Boss, signal a focus on future growth.
• Market Position: As the most visited real estate website in the United States, Zillow holds a leading position in the market. Approximately two-thirds of the real estate audience uses Zillow somewhere along their journey.

Investment Strategies:

• Long-Term Holding: Many institutional investors, such as Vanguard and BlackRock, adopt a long-term holding strategy, reflecting confidence in Zillow's sustained growth and market leadership.
• Growth Investing: Some investors are attracted to Zillow's growth potential, as evidenced by analysts' forecasts of strong earnings growth with the company projected to see a substantial 234.38% growth in earnings per share over the next year.

Zillow's financial performance in 2024 demonstrates its growth trajectory. The company's revenue was $2.24 billion, a 14.96% increase compared to the previous year's $1.95 billion. While losses were -$112.00 million, this was 29.11% less than in 2023, indicating improving profitability.

The company's fourth-quarter results for 2024 exceeded expectations, with revenue up 17% year-over-year to $554 million. Full-year 2024 revenue was up 15% year over year to $2.2 billion.

As of April 17, 2025, the share price was $62.57. Previously, on April 19, 2024, the share price was $41.82, representing an increase of 49.62% over that period.

For more insights into Zillow's financial health, read Breaking Down Zillow Group, Inc. (Z) Financial Health: Key Insights for Investors.

The upcoming earnings report on May 7, 2025, for the fiscal quarter ending March 2025, is expected to show a consensus EPS forecast of $0.02, compared to the reported EPS of $-0.06 for the same quarter last year.

Zillow Group, Inc. (Z) Institutional Ownership and Major Shareholders of Zillow Group, Inc. (Z)

Institutional ownership in Zillow Group, Inc. (Z) reflects the extent to which large financial entities like mutual funds, pension funds, and hedge funds hold the company’s shares. These investors often have significant influence due to the size of their holdings and their ability to impact stock prices through large trades. Analyzing the composition and changes in institutional ownership can provide insights into market sentiment and the potential stability or volatility of the stock. You can learn more about Zillow Group, Inc. (Z) at: Zillow Group, Inc. (Z): History, Ownership, Mission, How It Works & Makes Money

Here's an overview of Zillow Group, Inc.'s major institutional investors and their recent activity:

As of the latest available data, the top institutional holders of Zillow Group, Inc. (Z) are:

• Vanguard Group: As of March 31, 2024, Vanguard Group holds the largest stake in Zillow Group, Inc. (Z). According to the latest filings, Vanguard owns 22,409,991 shares of Zillow Group Class A, representing 9.57% ownership, and 3,044,986 shares of Zillow Group Class C, accounting for 7.583% ownership.
• BlackRock Fund Advisors: BlackRock Fund Advisors maintain a significant position in Zillow Group, Inc. (Z). The firm holds 17,744,942 shares of Class A stock, which translates to 7.58% ownership. Additionally, they possess 2,046,173 shares of Class C stock, representing 5.10% ownership.
• FMR (Fidelity Management & Research): FMR also has a notable stake in Zillow Group, Inc. (Z). The firm's holdings include 14,998,491 shares of Class A stock, amounting to approximately 6.41% ownership. Furthermore, FMR owns 2,008,445 shares of Class C stock, accounting for about 5.01% ownership.
• State Street Corporation: State Street Corporation holds 7,916,497 shares of Class A stock, representing 3.38% ownership, and 984,898 shares of Class C stock, accounting for approximately 2.45% ownership.
• T. Rowe Price Associates: T. Rowe Price Associates possesses 6,877,505 shares of Class A stock, which translates to 2.94% ownership. Moreover, they hold 1,076,493 shares of Class C stock, representing about 2.68% ownership.

Here's a table summarizing the ownership data:

Changes in institutional ownership can signal shifts in investor confidence. An increase in holdings may indicate a positive outlook on the company's future, while a decrease could suggest concerns about performance or strategic direction.

Recent changes in ownership include:

• Vanguard Group: Vanguard has recently increased its holdings in both Class A and Class C shares, signaling a bullish outlook on Zillow Group, Inc. (Z).
• BlackRock Fund Advisors: BlackRock's holdings have seen a slight increase, maintaining a strong position in Zillow Group, Inc. (Z).
• FMR (Fidelity Management & Research): Fidelity has also increased their position, reflecting continued confidence in the company's prospects.

Institutional investors play a crucial role in Zillow Group, Inc. (Z)’s stock performance and strategic direction. Their substantial holdings can influence stock prices, and their investment decisions often reflect in-depth analysis of the company’s financials, market position, and growth potential.

Key impacts of institutional investors include:

• Price Stability: Large institutional holdings can reduce stock volatility due to the long-term investment horizons of these investors.
• Strategic Influence: Institutional investors often engage with company management to influence strategic decisions, ensuring alignment with shareholder interests.
• Market Confidence: An increase in institutional ownership can boost market confidence, attracting further investment from both retail and institutional investors.

Zillow Group, Inc. (Z) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Zillow Group, Inc. (Z) provides valuable insights into the company's stability, strategic direction, and potential stock performance. Key investors can significantly influence company decisions through their voting power and can impact stock movements through large volume trading.

Institutional investors are major holders of Zillow Group, Inc. (Z) stock. As of December 31, 2024, the top institutional holders include:

• Vanguard Group: Known for its index funds and low-cost investment options, Vanguard typically holds a significant percentage of Zillow's shares.
• BlackRock Fund Advisors: As one of the world's largest asset managers, BlackRock's investment decisions carry substantial weight.
• State Street Global Advisors: Another major player in the asset management industry, State Street often holds a considerable stake in Zillow.

These institutional investors often hold Zillow shares through various funds, including index funds and actively managed funds. Their investment strategies can range from long-term holdings to more frequent trading, depending on their specific mandates and market outlook.

Hedge funds also maintain positions in Zillow, though their holdings can be more dynamic than those of traditional institutional investors. While specific hedge fund holdings can fluctuate, some notable firms that have traded Zillow shares include:

• D.E. Shaw & Co.: Known for its quantitative and algorithmic trading strategies.
• Renaissance Technologies: Another quantitative investment firm that often takes positions in tech companies.

These hedge funds may engage in short-term trading strategies, contributing to the stock's volatility. Their investment decisions are often driven by sophisticated analyses of market trends and company performance.

Activist investors may also take positions in Zillow, seeking to influence company strategy or management decisions. While there haven't been recent high-profile activist campaigns, it's important to monitor for any potential activist involvement, as such actions can lead to significant changes in the company's direction.

Monitoring the moves of these key investors can provide valuable insights into market sentiment and potential future stock performance. Significant buying or selling activity by these investors can signal shifts in confidence or strategic direction.

Recent moves by major investors can offer clues about their outlook on Zillow's future. For instance, a large purchase by a prominent fund might indicate strong confidence in the company's growth prospects, while a significant sell-off could suggest concerns about market conditions or company performance.

Keep track of Zillow Group, Inc. (Z)'s history, ownership, mission, and how it operates and generates revenue: Zillow Group, Inc. (Z): History, Ownership, Mission, How It Works & Makes Money

Below is a table illustrating the ownership structure of Zillow Group, Inc. (Z), as of the latest available data in 2024:

The high percentage of institutional ownership indicates that Zillow is heavily influenced by the investment decisions of large institutions. Changes in their positions can lead to significant stock price movements. Individual investors, while holding a smaller percentage, can still collectively impact the stock, especially when aligned with broader market trends.

Zillow Group, Inc. (Z) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to Zillow Group, Inc. (Z) is crucial for gauging the company’s stability and future prospects. Recent market behavior and analyst perspectives provide a comprehensive view of how major shareholders influence the stock. Analyzing these factors helps current and potential investors make informed decisions.

Investor sentiment toward Zillow Group, Inc. (Z) can be influenced by a variety of factors, including the company's financial performance, strategic decisions, and broader market trends. Monitoring the actions and opinions of major shareholders offers insights into the overall confidence in the company's direction.

Recent market reactions to Zillow Group, Inc. (Z) stock often reflect significant changes in ownership or substantial moves by large investors. These reactions can manifest as price volatility, increased trading volume, or shifts in market capitalization. Keeping track of these movements provides valuable context for assessing the impact of investor behavior.

Analyst perspectives play a key role in interpreting the potential effects of key investors on Zillow Group, Inc. (Z)'s future. Analysts typically offer insights based on in-depth financial analysis, market trends, and company-specific developments. Their evaluations can guide investors in understanding the long-term implications of current investment patterns.

Key aspects of investor sentiment and market reactions include:

• Major Shareholder Confidence: Assessing whether major shareholders are increasing, decreasing, or maintaining their positions.
• Market Volatility: Monitoring stock price fluctuations in response to investor actions.
• Trading Volume: Observing changes in trading volume as indicators of market interest and activity.
• Analyst Ratings: Reviewing analyst ratings and price targets to gauge expert opinions on the stock's future performance.

For example, significant institutional ownership can sometimes stabilize a stock, while large sell-offs might trigger negative sentiment and price declines. Here's a look at how these elements can interplay:

Institutional investors play a significant role in Zillow Group, Inc. (Z). As of December 31, 2024, the top institutional holders of Zillow Group, Inc. (Z) included:

• Vanguard Group Inc.
• BlackRock Fund Advisors
• State Street Global Advisors Inc.

These institutions collectively hold a substantial percentage of Zillow Group, Inc. (Z)'s outstanding shares, reflecting their significant influence on the company's stock performance and market sentiment. Monitoring changes in their positions can provide valuable insights into the overall health and stability of the stock.

For further insights into Zillow Group, Inc. (Z)'s financial stability, see: Breaking Down Zillow Group, Inc. (Z) Financial Health: Key Insights for Investors