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, Q1 2022
Institutional positions in Zions Bancorporation, National Association as of Mar 31, 2022. 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
- 514
- +44 vs. Q4 2021
- Shares held
- 124.4M
- −705.3K (−0.6%) vs. Q4 2021
- Total value
- $8.15B
- +$242.6M (+3.1%) vs. Q4 2021
- New holders
- 91
- 171 more added
- Sold out
- 47
- 179 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $131 | 0.00% | – | – |
| JJJ Advisors Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 9 | $1.00K | 0.00% | −6−40.0% | Reduced |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 24 | $1.57K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 36 | $2.00K | 0.00% | −964−96.4% | Reduced |
| Brown Brothers Harriman & Co | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 28 | $2.00K | 0.00% | +2+7.7% | Added |
| Lee Financial Co | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 30 | $2.00K | 0.00% | +6+25.0% | Added |
| AdvisorNet Financial, Inc | 36 | $2.00K | 0.00% | +36 | New |
| Disciplined Investments, LLC | 35 | $2.00K | 0.00% | +35 | New |
| GoalVest Advisory LLC | 26 | $2.00K | 0.00% | +26 | New |
| 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 |
| Prestige Wealth Management Group LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| Global Wealth Management Investment Advisory, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Washington Trust Advisors, Inc. | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 62 | $4.00K | 0.00% | +62 | New |
| TCWP LLC | 66 | $4.00K | 0.00% | +66 | New |
| West Paces Advisors Inc. | 63 | $4.13K | 0.00% | +63 | New |
| Jones Financial Companies LLLP | 72 | $5.00K | 0.00% | −78−52.0% | Reduced |
| Earnest Partners LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 75 | $5.00K | 0.00% | +75 | New |
| Front Row Advisors LLC | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 96 | $6.00K | 0.00% | +46+92.0% | Added |
| Global Retirement Partners, LLC | 120 | $6.00K | 0.00% | +120 | New |
| Farmers & Merchants Investments Inc | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $7.00K | 0.01% | +100 | New |
| American Portfolios Advisors | 121 | $7.93K | 0.00% | +70+137.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $8.00K | 0.00% | −340−73.9% | Reduced |
| Tarbox Family Office, Inc. | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 120 | $8.00K | 0.00% | +71+144.9% | Added |
| Proequities, Inc. | 132 | $9.00K | 0.00% | +132 | New |
| Huntington National Bank | 153 | $10.0K | 0.00% | −130−45.9% | Reduced |
| MV Capital Management, Inc. | 146 | $10.0K | 0.00% | +2+1.4% | Added |
| Loomis Sayles & Co L P | 148 | $10.0K | 0.00% | +148 | New |
| Johnson Financial Group, Inc. | 172 | $11.0K | 0.00% | −171−49.9% | Reduced |
| MUFG Americas Holdings Corp | 172 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 173 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 173 | $11.0K | 0.01% | +70+68.0% | Added |
| Arlington Partners LLC | 177 | $12.0K | 0.00% | −56−24.0% | Reduced |
| McClarren Financial Advisors, Inc. | 185 | $12.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 184 | $12.0K | 0.00% | +60+48.4% | Added |
| Macroview Investment Management LLC | 187 | $12.0K | 0.02% | +187 | New |
| Leonteq Securities AG | 190 | $12.5K | 0.00% | +190 | New |
| Kozak & Associates, Inc. | 203 | $13.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 192 | $13.0K | 0.00% | +19+11.0% | Added |
| CVA Family Office, LLC | 195 | $13.0K | 0.00% | +45+30.0% | Added |
| Sutton Wealth Advisors Inc. | 209 | $13.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 219 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 233 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 233 | $15.0K | 0.00% | +122+109.9% | Added |
| MCF Advisors LLC | 260 | $17.0K | 0.00% | +194+293.9% | Added |
| First National Bank of South Miami | 270 | $18.0K | 0.01% | −80−22.9% | Reduced |
| Lindbrook Capital, LLC | 280 | $18.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 312 | $20.0K | 0.03% | −1,875−85.7% | Reduced |
| Concord Wealth Partners | 307 | $20.0K | 0.01% | −3−1.0% | Reduced |
| Bogart Wealth, LLC | 323 | $21.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 333 | $22.0K | 0.01% | +333 | New |
| Boit C F David | 360 | $23.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 391 | $26.0K | 0.00% | +47+13.7% | Added |
| O'Dell Group, LLC | 430 | $28.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 445 | $29.0K | 0.00% | +235+111.9% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 490 | $32.0K | 0.03% | +490 | New |
| Covestor Ltd | 498 | $33.0K | 0.02% | +171+52.3% | Added |
| Tobam | 531 | $35.0K | 0.00% | +531 | New |
| HC Financial Advisors Inc | 565 | $37.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 546 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 594 | $38.0K | 0.00% | +594 | New |
| Smith Group Asset Management, LLC | 594 | $39.0K | 0.00% | −612−50.7% | Reduced |
| Baystate Wealth Management LLC | 614 | $40.0K | 0.00% | −228−27.1% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $40.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 660 | $43.0K | 0.00% | −459−41.0% | Reduced |
| Ancora Advisors, LLC | 730 | $48.0K | 0.00% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 51,642 | $52.0K | 0.03% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 853 | $56.0K | 0.00% | +38+4.7% | Added |
| Allworth Financial LP | 909 | $60.0K | 0.00% | +644+243.0% | Added |
| Deseret Mutual Benefit Administrators | 1,077 | $71.0K | 0.01% | −218−16.8% | Reduced |
| North Star Investment Management Corp. | 1,099 | $72.0K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 1,148 | $75.0K | 0.00% | −506−30.6% | Reduced |
| Evoke Wealth, LLC | 1,159 | $76.0K | 0.00% | +49+4.4% | Added |
| Quent Capital, LLC | 1,183 | $78.0K | 0.01% | −95−7.4% | Reduced |
| Sentry Investment Management LLC | 1,230 | $81.0K | 0.03% | +1,209+5,757.1% | Added |
| Parkside Financial Bank & Trust | 1,251 | $83.0K | 0.02% | +425+51.5% | Added |
| Geneos Wealth Management Inc. | 1,420 | $93.0K | 0.00% | +1+0.1% | Added |