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, Q4 2021
Institutional positions in Zions Bancorporation, National Association as of Dec 31, 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
- 473
- +36 vs. Q3 2021
- Shares held
- 125.1M
- −6.61M (−5.0%) vs. Q3 2021
- Total value
- $7.91B
- −$243.2M (−3.0%) vs. Q3 2021
- New holders
- 82
- 135 more added
- Sold out
- 46
- 187 more reduced
8 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $126 | 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% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $1.00K | 0.00% | +9 | New |
| Curi Capital | 29 | $1.00K | 0.00% | +29 | New |
| Karlinski Andrew C | 15 | $1.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 24 | $1.52K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $2.00K | 0.00% | −2−7.1% | Reduced |
| Lee Financial Co | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 24 | $2.00K | 0.00% | +24 | New |
| Amplius Wealth Advisors, LLC | 37 | $2.00K | 0.00% | +37 | New |
| Snowden Capital Advisors LLC | 47 | $2.00K | 0.00% | +47 | New |
| Benjamin F. Edwards & Company, Inc. | 55 | $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% | 00.0% | Unchanged |
| Norway Savings Bank | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $3.00K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 49 | $3.00K | 0.00% | +49 | New |
| American Portfolios Advisors | 51 | $3.22K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 66 | $4.00K | 0.09% | −14−17.5% | Reduced |
| Spire Wealth Management | 58 | $4.00K | 0.00% | +58 | New |
| Washington Trust Advisors, Inc. | 56 | $4.00K | 0.00% | +56 | New |
| Earnest Partners LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 76 | $5.00K | 0.00% | +76 | New |
| Sierra Capital LLC | 82 | $5.00K | 0.00% | +82 | New |
| Manchester Capital Management LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 102 | $6.00K | 0.00% | +102 | New |
| Dark Forest Capital Management LP | 101 | $6.00K | 0.00% | +101 | New |
| Farmers & Merchants Investments Inc | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 103 | $7.00K | 0.00% | +11+12.0% | Added |
| Addison Advisors LLC | 103 | $7.00K | 0.00% | +89+635.7% | Added |
| EverSource Wealth Advisors, LLC | 111 | $7.00K | 0.00% | +111 | New |
| Whittier Trust Co | 124 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 131 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 144 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 150 | $9.00K | 0.00% | +72+92.3% | Added |
| CVA Family Office, LLC | 150 | $9.00K | 0.00% | +150 | New |
| MUFG Americas Holdings Corp | 172 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 173 | $11.0K | 0.00% | +3+1.8% | Added |
| Glassman Wealth Services | 173 | $11.0K | 0.00% | +21+13.8% | Added |
| Carroll Financial Associates, Inc. | 200 | $12.0K | 0.00% | −5−2.4% | Reduced |
| McClarren Financial Advisors, Inc. | 185 | $12.0K | 0.01% | +2+1.1% | Added |
| Kozak & Associates, Inc. | 203 | $13.0K | 0.01% | +2+1.0% | Added |
| Sutton Wealth Advisors Inc. | 209 | $13.2K | 0.00% | −9−4.1% | Reduced |
| NEXT Financial Group, Inc | 227 | $14.0K | 0.00% | −60−20.9% | Reduced |
| First Horizon Advisors, Inc. | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 219 | $14.0K | 0.00% | +219 | New |
| Umb Bank N A | 233 | $15.0K | 0.00% | +233 | New |
| Arlington Partners LLC | 233 | $15.0K | 0.00% | +233 | New |
| Allworth Financial LP | 265 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 280 | $18.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 283 | $18.0K | 0.00% | +68+31.6% | Added |
| Bogart Wealth, LLC | 323 | $20.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 310 | $20.0K | 0.00% | +221+248.3% | Added |
| Covestor Ltd | 327 | $21.0K | 0.03% | +327 | New |
| Ellevest, Inc. | 344 | $22.0K | 0.00% | −52−13.1% | Reduced |
| Johnson Financial Group, Inc. | 343 | $22.0K | 0.00% | +343 | New |
| First National Bank of South Miami | 350 | $22.0K | 0.01% | +350 | New |
| Boit C F David | 360 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 400 | $25.0K | 0.01% | −400−50.0% | Reduced |
| Mechanics Financial Corp | 400 | $25.0K | 0.01% | +400 | New |
| O'Dell Group, LLC | 430 | $27.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 460 | $29.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 484 | $31.0K | 0.00% | +114+30.8% | Added |
| CoreCap Advisors, LLC | 486 | $31.0K | 0.00% | +486 | New |
| Harvest Fund Management Co., Ltd | 550 | $34.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 546 | $35.0K | 0.00% | −801−59.5% | Reduced |
| HC Financial Advisors Inc | 565 | $36.0K | 0.02% | −48−7.8% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $38.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 730 | $46.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 765 | $48.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 815 | $51.0K | 0.00% | +89+12.3% | Added |
| Parkside Financial Bank & Trust | 826 | $52.0K | 0.01% | −7−0.8% | Reduced |
| Towerpoint Wealth, LLC | 51,642 | $52.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 842 | $53.0K | 0.00% | +1+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 850 | $53.0K | 0.03% | +850 | New |
| Eagle Bay Advisors LLC | 1,000 | $63.0K | 0.04% | +220+28.2% | Added |
| C M Bidwell & Associates Ltd | 1,040 | $66.0K | 0.04% | +1,040 | New |
| North Star Investment Management Corp. | 1,099 | $69.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,119 | $70.0K | 0.00% | −3,897−77.7% | Reduced |
| Evoke Wealth, LLC | 1,110 | $70.0K | 0.00% | +6+0.5% | Added |
| Smith Group Asset Management, LLC | 1,206 | $76.0K | 0.00% | +630+109.4% | Added |
| Quent Capital, LLC | 1,278 | $81.0K | 0.02% | +1,278 | New |
| Deseret Mutual Benefit Administrators | 1,295 | $82.0K | 0.01% | +519+66.9% | Added |
| Geneos Wealth Management Inc. | 1,419 | $89.0K | 0.00% | +1+0.1% | Added |
| Daiwa Securities Group Inc. | 1,454 | $92.0K | 0.00% | +185+14.6% | Added |
| TD Private Client Wealth LLC | 1,497 | $94.6K | 0.00% | −581−28.0% | Reduced |
| HM Payson & Co | 1,530 | $97.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,587 | $100.0K | 0.02% | −589−27.1% | Reduced |