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 |
|---|---|---|---|---|---|
| O'Dell Group, LLC | 430 | $27.0K | 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 |
| Boit C F David | 360 | $23.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 327 | $21.0K | 0.03% | +327 | New |
| Bogart Wealth, LLC | 323 | $20.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 310 | $20.0K | 0.00% | +221+248.3% | Added |
| Lindbrook Capital, LLC | 280 | $18.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 283 | $18.0K | 0.00% | +68+31.6% | Added |
| Allworth Financial LP | 265 | $17.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 233 | $15.0K | 0.00% | +233 | New |
| Arlington Partners LLC | 233 | $15.0K | 0.00% | +233 | New |
| 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 |
| Sutton Wealth Advisors Inc. | 209 | $13.2K | 0.00% | −9−4.1% | Reduced |
| Kozak & Associates, Inc. | 203 | $13.0K | 0.01% | +2+1.0% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 51 | $3.22K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 24 | $1.52K | 0.00% | 00.0% | Unchanged |
| 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 |
| WestEnd Advisors, LLC | 2 | $126 | 0.00% | – | – |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −177,052−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −116,595−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −62,305−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −58,805−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −34,790−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −25,904−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −22,572−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −18,450−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −17,774−100.0% | Sold out |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,624−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −12,422−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −12,057−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −9,670−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,289−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,408−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,195−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −4,569−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,441−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −4,386−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,352−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −3,617−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |