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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.

Institutional holdersQ3 2021: 445 institutions
Q1 2021: 431 institutionsQ2 2021: 431 institutionsQ3 2021: 445 institutionsQ4 2021: 473 institutionsQ1 2022: 514 institutionsQ2 2022: 491 institutionsQ3 2022: 491 institutionsQ4 2022: 496 institutionsQ1 2023: 451 institutionsQ2 2023: 424 institutionsQ3 2023: 429 institutionsQ4 2023: 472 institutionsQ1 2024: 460 institutionsQ2 2024: 432 institutionsQ3 2024: 470 institutionsQ4 2024: 474 institutionsQ1 2025: 499 institutionsQ2 2025: 493 institutionsQ3 2025: 514 institutionsQ4 2025: 558 institutionsQ1 2026: 566 institutionsQ2 2026: 600 institutions
Value heldQ3 2021: $8.15B
Q1 2021: $7.48BQ2 2021: $7.17BQ3 2021: $8.15BQ4 2021: $7.91BQ1 2022: $8.15BQ2 2022: $6.19BQ3 2022: $6.33BQ4 2022: $6.17BQ1 2023: $3.74BQ2 2023: $3.21BQ3 2023: $4.10BQ4 2023: $5.15BQ1 2024: $4.90BQ2 2024: $4.97BQ3 2024: $5.30BQ4 2024: $6.25BQ1 2025: $5.78BQ2 2025: $6.02BQ3 2025: $6.61BQ4 2025: $6.97BQ1 2026: $6.66BQ2 2026: $8.43B
Institutions holding ZION and their total value by quarter
QuarterHoldersValue
Q2 2026600$8.43B
Q1 2026566$6.66B
Q4 2025558$6.97B
Q3 2025514$6.61B
Q2 2025493$6.02B
Q1 2025499$5.78B
Q4 2024474$6.25B
Q3 2024470$5.30B
Q2 2024432$4.97B
Q1 2024460$4.90B
Q4 2023472$5.15B
Q3 2023429$4.10B
Q2 2023424$3.21B
Q1 2023451$3.74B
Q4 2022496$6.17B
Q3 2022491$6.33B
Q2 2022491$6.19B
Q1 2022514$8.15B
Q4 2021473$7.91B
Q3 2021445$8.15B
Q2 2021431$7.17B
Q1 2021431$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.

Institutions holding ZION in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Gemmer Asset Management LLC170$11.0K0.00%+2+1.2%Added
McClarren Financial Advisors, Inc.183$11.0K0.01%+183New
Meridian Wealth Partners, LLC162$10.0K0.00%+162New
Glassman Wealth Services152$9.00K0.00%+2+1.3%Added
MV Capital Management, Inc.144$9.00K0.00%+78+118.2%Added
Whittier Trust Co124$8.00K0.00%−1,500−92.4%Reduced
Tarbox Family Office, Inc.125$8.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC125$8.00K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC125$8.00K0.00%+125New
Bell Investment Advisors, Inc131$8.00K0.00%+131New
Farmers & Merchants Investments Inc113$7.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC119$7.00K0.00%00.0%Unchanged
Wealth Quarterback LLC100$7.00K0.00%00.0%Unchanged
Manchester Capital Management LLC100$6.00K0.00%+9+9.9%Added
BDO Wealth Advisors, LLC92$6.00K0.00%00.0%Unchanged
Concord Wealth Partners89$6.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP78$5.00K0.00%−73−48.3%Reduced
Front Row Advisors LLC87$5.00K0.00%00.0%Unchanged
Earnest Partners LLC75$5.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC75$5.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC86$5.00K0.00%+86New
MCF Advisors LLC80$5.00K0.00%+80New
Systematic Alpha Investments, LLC59$4.00K0.00%+59New
American Portfolios Advisors51$3.16K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.55$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc48$3.00K0.00%00.0%Unchanged
Sandy Spring Bank41$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC41$3.00K0.00%+1+2.5%Added
Norway Savings Bank44$3.00K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC56$3.00K0.00%+56New
Lee Financial Co34$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC39$2.00K0.00%00.0%Unchanged
DB Wealth Management Group, LLC34$2.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co25$2.00K0.00%00.0%Unchanged
Washington Trust Co28$2.00K0.00%00.0%Unchanged
First Command Bank32$2.00K0.00%+32New
First Command Financial Services, Inc.32$2.00K0.00%+32New
West Paces Advisors Inc.26$1.61K0.00%00.0%Unchanged
Raffa Wealth Management, LLC24$1.49K0.00%00.0%Unchanged
Sentry Investment Management LLC21$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.16$1.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.24$1.00K0.00%+19+380.0%Added
Ci Investments Inc.9$1.00K0.00%+9New
Addison Advisors LLC14$1.00K0.00%+14New
WestEnd Advisors, LLC–$1230.00%––
TCW Group Inc0$00.00%−571,993−100.0%Sold out
Summit Global Investments0$00.00%−206,077−100.0%Sold out
CIBC World Markets Corp0$00.00%−93,977−100.0%Sold out
Nicholas Investment Partners, LP0$00.00%−79,500−100.0%Sold out
Walleye Capital LLC0$00.00%−76,801−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−55,567−100.0%Sold out
Employees Retirement System of Texas0$00.00%−40,010−100.0%Sold out
Stoneridge Investment Partners LLC0$00.00%−38,220−100.0%Sold out
BHZ Capital Management, LP0$00.00%−37,675−100.0%Sold out
Korea Investment CORP0$00.00%−34,200−100.0%Sold out
Mackenzie Financial Corp0$00.00%−19,224−100.0%Sold out
Twin Tree Management, LP0$00.00%−17,673−100.0%Sold out
NN Investment Partners Holdings N.V.0$00.00%−14,700−100.0%Sold out
Squarepoint Ops LLC0$00.00%−14,229−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−14,104−100.0%Sold out
SummerHaven Investment Management, LLC0$00.00%−13,439−100.0%Sold out
Paloma Partners Management Co0$00.00%−11,512−100.0%Sold out
Engineers Gate Manager LP0$00.00%−11,256−100.0%Sold out
PDT Partners, LLC0$00.00%−9,800−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−8,653−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−7,474−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−7,245−100.0%Sold out
Madden Securities Corp0$00.00%−6,300−100.0%Sold out
Agf Investments Inc.0$00.00%−5,597−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−4,962−100.0%Sold out
Walleye Trading LLC0$00.00%−4,186−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−4,176−100.0%Sold out
Allstate Corp0$00.00%−4,108−100.0%Sold out
Maven Securities LTD0$00.00%−3,920−100.0%Sold out
PGGM Investments0$00.00%−3,340−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,909−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,884−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−1,300−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−1,274−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−705−100.0%Sold out
Reilly Financial Advisors, LLC0$00.00%−500−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−500−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−345−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−180−100.0%Sold out
Private Ocean, LLC0$00.00%−164−100.0%Sold out
CVA Family Office, LLC0$00.00%−50−100.0%Sold out
Standard Family Office LLC0$00.00%−49−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−17−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−3,349−100.0%Sold out
Sofos Investments, Inc.0$00.00%−1−100.0%Sold out
QS Investors, LLC––––Not filed
Pictet Asset Management Ltd––––Not filed
CWM, LLC––––Not filed
Smith Asset Management Group LP––––Not filed
San Francisco Sentry Investment Group (Ca)––––Not filed
First Horizon Corp––––Not filed