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, Q3 2021
Institutional positions in Zions Bancorporation, National Association as of Sep 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
- 445
- +20 vs. Q2 2021
- Shares held
- 131.8M
- −3.79M (−2.8%) vs. Q2 2021
- Total value
- $8.15B
- +$989.9M (+13.8%) vs. Q2 2021
- New holders
- 65
- 128 more added
- Sold out
- 45
- 172 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | – | $123 | 0.00% | – | – |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 24 | $1.00K | 0.00% | +19+380.0% | Added |
| Ci Investments Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Addison Advisors LLC | 14 | $1.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 24 | $1.49K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 26 | $1.61K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 34 | $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 |
| Brown Brothers Harriman & Co | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 32 | $2.00K | 0.00% | +32 | New |
| First Command Financial Services, Inc. | 32 | $2.00K | 0.00% | +32 | New |
| Benjamin F. Edwards & Company, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 41 | $3.00K | 0.00% | +1+2.5% | Added |
| Norway Savings Bank | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 56 | $3.00K | 0.00% | +56 | New |
| American Portfolios Advisors | 51 | $3.16K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 59 | $4.00K | 0.00% | +59 | New |
| Jones Financial Companies LLLP | 78 | $5.00K | 0.00% | −73−48.3% | Reduced |
| Front Row Advisors LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 86 | $5.00K | 0.00% | +86 | New |
| MCF Advisors LLC | 80 | $5.00K | 0.00% | +80 | New |
| Manchester Capital Management LLC | 100 | $6.00K | 0.00% | +9+9.9% | Added |
| BDO Wealth Advisors, LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 124 | $8.00K | 0.00% | −1,500−92.4% | Reduced |
| Tarbox Family Office, Inc. | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 125 | $8.00K | 0.00% | +125 | New |
| Bell Investment Advisors, Inc | 131 | $8.00K | 0.00% | +131 | New |
| Glassman Wealth Services | 152 | $9.00K | 0.00% | +2+1.3% | Added |
| MV Capital Management, Inc. | 144 | $9.00K | 0.00% | +78+118.2% | Added |
| Meridian Wealth Partners, LLC | 162 | $10.0K | 0.00% | +162 | New |
| MUFG Americas Holdings Corp | 172 | $11.0K | 0.00% | −378−68.7% | Reduced |
| Gemmer Asset Management LLC | 170 | $11.0K | 0.00% | +2+1.2% | Added |
| McClarren Financial Advisors, Inc. | 183 | $11.0K | 0.01% | +183 | New |
| Security National Trust Co | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 205 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 226 | $13.0K | 0.00% | −2,771−92.5% | Reduced |
| Huntington National Bank | 215 | $13.0K | 0.00% | +100+87.0% | Added |
| First Horizon Advisors, Inc. | 210 | $13.0K | 0.00% | +161+328.6% | Added |
| Kozak & Associates, Inc. | 201 | $13.0K | 0.01% | +201 | New |
| Sutton Wealth Advisors Inc. | 218 | $13.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 265 | $16.0K | 0.00% | +265 | New |
| Lindbrook Capital, LLC | 280 | $17.0K | 0.00% | +75+36.6% | Added |
| NEXT Financial Group, Inc | 287 | $18.0K | 0.00% | +60+26.4% | Added |
| Sonora Investment Management, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 330 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 323 | $20.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 726 | $21.0K | 0.00% | −206−22.1% | Reduced |
| Boit C F David | 360 | $23.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 370 | $23.0K | 0.00% | +145+64.4% | Added |
| Ellevest, Inc. | 396 | $25.0K | 0.00% | +94+31.1% | Added |
| O'Dell Group, LLC | 430 | $27.0K | 0.01% | +430 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 460 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 550 | $34.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 576 | $36.0K | 0.00% | +576 | New |
| FinTrust Capital Advisors, LLC | 600 | $37.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 613 | $38.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 730 | $45.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 740 | $46.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 765 | $47.0K | 0.00% | −5,147−87.1% | Reduced |
| Deseret Mutual Benefit Administrators | 776 | $48.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 780 | $48.0K | 0.03% | +611+361.5% | Added |
| Bellwether Advisors, LLC | 800 | $49.0K | 0.02% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 51,642 | $52.0K | 0.03% | +928+1.8% | Added |
| Parkside Financial Bank & Trust | 833 | $52.0K | 0.02% | −23−2.7% | Reduced |
| Baystate Wealth Management LLC | 841 | $52.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,081 | $67.0K | 0.00% | +22+2.1% | Added |
| North Star Investment Management Corp. | 1,099 | $68.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,104 | $68.0K | 0.00% | +1,000+961.5% | Added |
| Cutler Group LP | 1,122 | $69.0K | 0.01% | +60+5.6% | Added |
| James Investment Research Inc | 1,138 | $70.0K | 0.01% | −5,663−83.3% | Reduced |
| Daiwa Securities Group Inc. | 1,269 | $79.0K | 0.00% | +315+33.0% | Added |
| Spectrum Management Group, LLC | 1,310 | $81.0K | 0.01% | +1,310 | New |
| DekaBank Deutsche Girozentrale | 1,347 | $86.0K | 0.00% | −3,995−74.8% | Reduced |
| Geneos Wealth Management Inc. | 1,418 | $90.0K | 0.00% | −73−4.9% | Reduced |
| Longfellow Investment Management Co LLC | 1,513 | $94.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 1,530 | $95.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,616 | $100.0K | 0.06% | −2,737−62.9% | Reduced |
| Asset Management One Co.,Ltd. | 1,751 | $108.0K | 0.00% | −1,704−49.3% | Reduced |
| Berman Capital Advisors, LLC | 1,750 | $108.0K | 0.02% | +29+1.7% | Added |
| Exane Derivatives | 1,799 | $111.3K | 0.03% | +683+61.2% | Added |
| TD Private Client Wealth LLC | 2,078 | $128.6K | 0.01% | +9+0.4% | Added |
| Fieldpoint Private Securities, LLC | 2,176 | $135.0K | 0.03% | −508−18.9% | Reduced |
| Quadrant Capital Group LLC | 2,176 | $135.0K | 0.02% | +125+6.1% | Added |
| Ameritas Investment Partners, Inc. | 2,238 | $139.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,986 | $185.0K | 0.01% | +133+4.7% | Added |
| JCSD Capital, LLC | 3,000 | $186.0K | 0.18% | +3,000 | New |
| Carolina Wealth Advisors, LLC | 3,021 | $187.0K | 0.12% | +526+21.1% | Added |