Zillow Group, Inc.
US ˙ NasdaqGS ˙ US98954M2008

SecurityZ / Zillow Group, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership4,743,693 shares
Ownership 8.10%
Morgan Stanley ownership in Z / Zillow Group, Inc.

2020-02-14 - Morgan Stanley has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 4,743,693 shares of Zillow Group, Inc. (US:Z). This represents 8.1 percent ownership of the company. Previously, Morgan Stanley had reported owning 3,102,158 shares, indicating an increase of 52.92 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2020-02-14 2020-02-14 13G/A 3,102,158 4,743,693 52.92 8.10 52.83

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 2,573,295 -624,152 -19.52 106,483 -51.18 0.0064
2026-05-27 2025-12-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 3,197,447 976,151 43.95 218,130 27.45 0.0130
2026-02-13 2025-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 3,197,447 976,151 218,130 0.0130
2026-05-27 2025-09-30 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 2,221,296 1,056,345 90.68 171,151 109.73 0.0104
2025-11-14 2025-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 2,221,296 1,056,345 171,151 0.0104
2025-08-15 2025-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 1,164,951 -292,601 -20.07 81,605 -18.34 0.0053
2025-05-15 2025-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 1,457,552 -205,122 -12.34 99,930 -18.84 0.0071
2025-05-15 2024-12-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 1,662,674 122,539 7.96 123,121 25.20 0.0086
2025-02-14 2024-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 1,662,674 122,539 123,121 0.0086
2025-05-14 2024-09-30 13F/A-2 ZILLOW GROUP CL C CAP STK 98954M200 1,540,135 -821,734 -34.79 98,338 -10.25 0.0071
2025-02-14 2024-09-30 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 1,540,135 -821,734 98,338 0.0071
2024-11-14 2024-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 1,540,135 -821,734 98,338 0.0008
2025-05-14 2024-06-30 13F/A-2 ZILLOW GROUP CL C CAP STK 98954M200 2,361,869 -68,229 -2.81 109,567 -7.57 0.0085
2024-10-17 2024-06-30 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 2,361,869 -68,229 109,567 0.0085
2024-08-14 2024-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 2,361,869 -68,229 109,567 0.0085
2024-10-17 2024-03-31 13F/A-2 ZILLOW GROUP CL C CAP STK 98954M200 2,430,098 -1,668,658 -40.71 118,540 -50.02 0.0095
2024-08-16 2024-03-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 2,430,098 -1,668,658 118,540 0.0011
2024-05-15 2024-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 2,430,098 -1,668,658 118,540 0.0095
2024-08-16 2023-12-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 4,098,756 1,430,617 53.62 237,154 92.56 0.0209
2024-02-13 2023-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 4,098,756 1,430,617 237,154 0.0209
2023-11-15 2023-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 2,668,139 353,666 15.28 123,161 5.88 0.0125
2023-08-14 2023-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 2,314,473 18,462 0.80 116,325 13.93 0.0115
2023-05-15 2023-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 2,296,011 -1,047,220 -31.32 102,104 -5.18 0.0109
2023-02-14 2022-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 3,343,231 741,763 28.51 107,685 44.69 0.0122
2022-11-14 2022-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 2,601,468 -341,943 -11.62 74,427 -20.36 0.0101
2022-10-27 2022-06-30 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 2,943,411 841,172 40.01 93,453 -9.81 0.0121
2022-08-15 2022-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 2,943,411 841,172 93,453 0.0121
2022-10-27 2022-03-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 2,102,239 -9,225,920 -81.44 103,619 -85.67 0.0140
2022-05-13 2022-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 2,102,239 -9,225,920 103,619 0.0140
2022-02-14 2021-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 11,328,159 -3,620,076 -24.22 723,305 -45.10 0.0893
2021-11-15 2021-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 14,948,235 1,240,037 9.05 1,317,537 -21.36 0.1775
2021-08-23 2021-06-30 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 13,708,198 2,327,621 20.45 1,675,416 13.56 0.2210
2021-08-16 2021-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 13,708,198 10,643,936 1,675,416 0.2206
2021-05-17 2021-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 11,380,577 695,829 6.51 1,475,377 6.38 0.2167
2021-02-16 2020-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 10,684,748 504,802 4.96 1,386,879 34.10 0.2142
2020-11-13 2020-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 10,179,946 -455,639 -4.28 1,034,182 68.79 0.2000
2020-08-14 2020-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 10,635,585 -229,925 -2.12 612,716 56.55 0.1356
2020-05-26 2020-03-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 10,865,510 -1,423,638 -11.58 391,376 -30.68 0.1064
2020-05-15 2020-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 10,865,510 6,083,508 391,376 30,065.8356
2020-02-14 2019-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 12,289,148 7,876,910 178.52 564,564 329.09 0.1313
2019-11-14 2019-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 4,412,238 737,124 20.06 131,572 -22.83 0.0348
2019-08-14 2019-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 3,675,114 -5,538,168 -60.11 170,488 -46.73 0.0454
2019-05-15 2019-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 9,213,282 6,372,224 224.29 320,068 256.74 0.0906
2019-02-14 2018-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 2,841,058 -3,778,701 -57.08 89,720 -69.37 0.0268
2019-04-23 2018-09-30 13F/A-2 ZILLOW GROUP CL C CAP STK 98954M200 6,619,759 774,163 13.24 292,924 -15.15 0.0733
2018-11-20 2018-09-30 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 6,619,759 2,653,770 292,924 0.0733
2018-11-14 2018-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 6,619,759 774,163 292,924
2019-04-23 2018-06-30 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 5,845,596 -1,439,264 -19.76 345,241 -11.91 0.0933
2018-08-14 2018-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 5,845,596 -1,439,264 345,241
2019-04-23 2018-03-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 7,284,860 441,086 6.45 391,926 39.95 0.1088
2018-05-14 2018-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 7,284,860 441,086 391,926
2019-04-23 2017-12-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 6,843,774 1,176,736 20.76 280,048 22.90 0.0767
2018-02-14 2017-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 6,843,774 1,176,736 280,048
2017-11-14 2017-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 5,667,038 2,921,170 106.38 227,872 69.33 0.0683
2017-08-11 2017-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 2,745,868 -259,053 -8.62 134,574 33.01 0.0407
2017-05-22 2017-03-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 3,004,921 767,765 34.32 101,176 24.01 0.0311
2017-05-12 2017-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 3,004,921 101,176
2017-02-22 2016-12-31 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 2,237,156 -1,768,345 -44.15 81,590 -41.21 0.0267
2017-02-13 2016-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 2,237,156 81,590
2016-11-10 2016-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 4,005,501 -373,156 -8.52 138,790 -12.63 0.0474
2016-08-12 2016-06-30 13F ZILLOW GROUP CL C CAP STK 98954M200 4,378,657 -1,496,089 -25.47 158,859 13.95 0.0574
2016-05-12 2016-03-31 13F ZILLOW GROUP CL C CAP STK 98954M200 5,874,746 -1,169,495 -16.60 139,406 -15.71 0.0536
2016-02-09 2015-12-31 13F ZILLOW GROUP CL C CAP STK 98954M200 7,044,241 -1,335,417 -15.94 165,398 -26.90 0.0599
2016-02-08 2015-09-30 13F/A-1 ZILLOW GROUP CL C CAP STK 98954M200 8,379,658 8,379,658 226,252 0.0836
2015-11-09 2015-09-30 13F ZILLOW GROUP CL C CAP STK 98954M200 8,379,658 226,252
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.