Zions Bancorporation, National Association
ZION- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000109380
In the last 90 days, Zions Bancorporation, National Association insiders filed 0 open-market purchases and 4 sales; 600 institutions reported holding it in 13F filings for Q2 2026, worth $8.43B in total; no superinvestor holds it.
Other share classesZIONP
13F holders, Q2 2021
Institutional positions in Zions Bancorporation, National Association as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 431
- +2 vs. Q1 2021
- Shares held
- 135.7M
- +344.6K (+0.3%) vs. Q1 2021
- Total value
- $7.17B
- −$264.8M (−3.6%) vs. Q1 2021
- New holders
- 48
- 119 more added
- Sold out
- 46
- 184 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ZION on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 600 | $8.43B |
| Q1 2026 | 566 | $6.66B |
| Q4 2025 | 558 | $6.97B |
| Q3 2025 | 514 | $6.61B |
| Q2 2025 | 493 | $6.02B |
| Q1 2025 | 499 | $5.78B |
| Q4 2024 | 474 | $6.25B |
| Q3 2024 | 470 | $5.30B |
| Q2 2024 | 432 | $4.97B |
| Q1 2024 | 460 | $4.90B |
| Q4 2023 | 472 | $5.15B |
| Q3 2023 | 429 | $4.10B |
| Q2 2023 | 424 | $3.21B |
| Q1 2023 | 451 | $3.74B |
| Q4 2022 | 496 | $6.17B |
| Q3 2022 | 491 | $6.33B |
| Q2 2022 | 491 | $6.19B |
| Q1 2022 | 514 | $8.15B |
| Q4 2021 | 473 | $7.91B |
| Q3 2021 | 445 | $8.15B |
| Q2 2021 | 431 | $7.17B |
| Q1 2021 | 431 | $7.48B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | −173−97.2% | Reduced |
| WestEnd Advisors, LLC | – | $105 | 0.00% | – | New |
| Brown Brothers Harriman & Co | 25 | $1.00K | 0.00% | −40−61.5% | Reduced |
| Washington Trust Co | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $1.00K | 0.02% | −2−10.5% | Reduced |
| JJJ Advisors Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 26 | $1.37K | 0.00% | +26 | New |
| BerganKDV Wealth Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 34 | $2.00K | 0.00% | +34 | New |
| Sandy Spring Bank | 41 | $2.00K | 0.00% | +41 | New |
| American Portfolios Advisors | 51 | $2.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $3.00K | 0.00% | −87−64.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $3.00K | 0.00% | +25+100.0% | Added |
| MV Capital Management, Inc. | 66 | $3.00K | 0.00% | +66 | New |
| Earnest Partners LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 104 | $5.00K | 0.00% | −112−51.9% | Reduced |
| Manchester Capital Management LLC | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 89 | $5.00K | 0.00% | +34+61.8% | Added |
| Huntington National Bank | 115 | $6.00K | 0.00% | −73−38.8% | Reduced |
| Evolution Wealth Advisors, LLC | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 100 | $6.00K | 0.00% | +100 | New |
| Tarbox Family Office, Inc. | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 151 | $8.00K | 0.00% | −42−21.8% | Reduced |
| First Horizon Corp | 161 | $8.00K | 0.00% | −12−6.9% | Reduced |
| Glassman Wealth Services | 150 | $8.00K | 0.00% | +8+5.6% | Added |
| Private Ocean, LLC | 164 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 168 | $9.00K | 0.00% | +10+6.3% | Added |
| Loomis Sayles & Co L P | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 205 | $10.0K | 0.00% | +5+2.5% | Added |
| Eagle Bay Advisors LLC | 169 | $10.0K | 0.01% | +169 | New |
| Lindbrook Capital, LLC | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 218 | $11.5K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 227 | $12.0K | 0.00% | +3+1.3% | Added |
| IFP Advisors, Inc | 225 | $12.0K | 0.00% | +14+6.6% | Added |
| Steward Partners Investment Advisory, LLC | 273 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 302 | $16.0K | 0.00% | −88−22.6% | Reduced |
| Sonora Investment Management, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 330 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 323 | $17.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 345 | $18.0K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 360 | $19.0K | 0.01% | +360 | New |
| San Francisco Sentry Investment Group (Ca) | 396 | $21.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 460 | $24.0K | 0.00% | +460 | New |
| NuWave Investment Management, LLC | 500 | $26.0K | 0.03% | −1,800−78.3% | Reduced |
| Reilly Financial Advisors, LLC | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 537 | $28.0K | 0.00% | −108−16.7% | Reduced |
| MUFG Americas Holdings Corp | 550 | $29.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 550 | $29.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 613 | $32.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $32.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 705 | $37.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 740 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 730 | $39.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 776 | $41.0K | 0.01% | +776 | New |
| Bellwether Advisors, LLC | 800 | $42.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 841 | $44.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 856 | $46.0K | 0.01% | +27+3.3% | Added |
| TD Ameritrade Investment Management, LLC | 932 | $49.0K | 0.00% | +19+2.1% | Added |
| Daiwa Securities Group Inc. | 954 | $50.0K | 0.00% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 50,714 | $51.0K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,059 | $56.0K | 0.00% | +5+0.5% | Added |
| Cutler Group LP | 1,062 | $56.0K | 0.00% | +100+10.4% | Added |
| Exane Derivatives | 1,116 | $57.4K | 0.01% | +1,116 | New |
| North Star Investment Management Corp. | 1,099 | $58.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,274 | $67.0K | 0.00% | +1,274 | New |
| Skandinaviska Enskilda Banken AB (publ) | 1,300 | $69.0K | 0.00% | −1,400−51.9% | Reduced |
| Geneos Wealth Management Inc. | 1,491 | $79.0K | 0.00% | −125−7.7% | Reduced |
| Longfellow Investment Management Co LLC | 1,513 | $80.0K | 0.01% | −815−35.0% | Reduced |
| HM Payson & Co | 1,530 | $81.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,624 | $86.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,721 | $90.0K | 0.01% | +32+1.9% | Added |
| Dark Forest Capital Management LP | 1,884 | $100.0K | 0.04% | +1,884 | New |
| Advisory Services Network, LLC | 1,909 | $101.0K | 0.00% | +1,909 | New |
| Quadrant Capital Group LLC | 2,051 | $108.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,069 | $109.4K | 0.00% | +8+0.4% | Added |
| Ameritas Investment Partners, Inc. | 2,238 | $118.0K | 0.00% | −277−11.0% | Reduced |
| Carolina Wealth Advisors, LLC | 2,495 | $132.0K | 0.09% | +551+28.3% | Added |
| Fieldpoint Private Securities, LLC | 2,684 | $148.0K | 0.03% | +2,664+13,320.0% | Added |
| Signaturefd, LLC | 2,853 | $151.0K | 0.01% | +217+8.2% | Added |
| Wolverine Asset Management LLC | 2,997 | $158.0K | 0.00% | −30,049−90.9% | Reduced |
| Crewe Advisors LLC | 3,163 | $167.0K | 0.04% | 00.0% | Unchanged |
| PGGM Investments | 3,340 | $177.0K | 0.00% | +3,340 | New |
| Asset Management One Co.,Ltd. | 3,455 | $182.0K | 0.00% | +2,089+152.9% | Added |
| Martingale Asset Management L P | 3,867 | $205.0K | 0.00% | +3,867 | New |
| Ieq Capital, LLC | 3,905 | $206.0K | 0.01% | +3,905 | New |
| Jupiter Asset Management Ltd | 3,917 | $207.0K | 0.00% | −850−17.8% | Reduced |