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, Q2 2022
Institutional positions in Zions Bancorporation, National Association as of Jun 30, 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
- 491
- −12 vs. Q1 2022
- Shares held
- 121.7M
- −188.4K (−0.2%) vs. Q1 2022
- Total value
- $6.19B
- −$1.79B (−22.5%) vs. Q1 2022
- New holders
- 57
- 167 more added
- Sold out
- 69
- 188 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 6 | $0 | 0.00% | −18−75.0% | Reduced |
| Karlinski Andrew C | 9 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 2 | $0 | 0.00% | +2 | New |
| Steward Financial Group LLC | 7 | $0 | 0.00% | +7 | New |
| Fieldpoint Private Securities, LLC | 20 | $1.00K | 0.00% | −1,475−98.7% | Reduced |
| Brown Brothers Harriman & Co | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 14 | $1.00K | 0.00% | +5+55.6% | Added |
| JJJ Advisors Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 23 | $1.00K | 0.00% | +23 | New |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Goodman Advisory Group, LLC | 27 | $1.00K | 0.00% | +27 | New |
| CoreCap Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Morton Brown Family Wealth, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 24 | $1.22K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 36 | $2.00K | 0.00% | −60−62.5% | Reduced |
| BerganKDV Wealth Management, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 46 | $2.00K | 0.00% | +10+27.8% | Added |
| Disciplined Investments, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 53 | $2.67K | 0.00% | +53 | New |
| JFS Wealth Advisors, LLC | 59 | $3.00K | 0.00% | −61−50.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 51 | $3.00K | 0.00% | +21+70.0% | Added |
| West Paces Advisors Inc. | 63 | $3.21K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 91 | $5.00K | 0.00% | −9−9.0% | Reduced |
| BDO Wealth Advisors, LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 95 | $5.00K | 0.00% | −25−20.8% | Reduced |
| Caldwell Trust Co | 113 | $5.75K | 0.00% | +113 | New |
| Addison Advisors LLC | 113 | $6.00K | 0.00% | −60−34.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 121 | $6.16K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 143 | $7.00K | 0.00% | −10−6.5% | Reduced |
| MV Capital Management, Inc. | 137 | $7.00K | 0.00% | −9−6.2% | Reduced |
| Bell Investment Advisors, Inc | 128 | $7.00K | 0.00% | +128 | New |
| Loomis Sayles & Co L P | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 150 | $8.00K | 0.00% | +150 | New |
| Whittier Trust Co | 184 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 177 | $9.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 172 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 196 | $10.0K | 0.00% | −249−56.0% | Reduced |
| Kozak & Associates, Inc. | 204 | $10.0K | 0.01% | +1+0.5% | Added |
| Proequities, Inc. | 206 | $10.0K | 0.00% | +74+56.1% | Added |
| Umb Bank N A | 223 | $11.0K | 0.00% | −10−4.3% | Reduced |
| Northwest Investment Counselors, LLC | 219 | $11.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 220 | $11.0K | 0.00% | +25+12.8% | Added |
| Sutton Wealth Advisors Inc. | 225 | $11.5K | 0.00% | +16+7.7% | Added |
| Concord Wealth Partners | 243 | $12.0K | 0.00% | −64−20.8% | Reduced |
| EverSource Wealth Advisors, LLC | 233 | $12.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 239 | $12.0K | 0.00% | +67+39.0% | Added |
| MCF Advisors LLC | 260 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 256 | $13.0K | 0.00% | +64+33.3% | Added |
| Macroview Investment Management LLC | 263 | $13.0K | 0.02% | +76+40.6% | Added |
| Castle Wealth Management LLC | 275 | $14.0K | 0.01% | +275 | New |
| Lindbrook Capital, LLC | 299 | $15.0K | 0.00% | +19+6.8% | Added |
| Bogart Wealth, LLC | 323 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 315 | $16.0K | 0.01% | +253+408.1% | Added |
| Bellwether Advisors, LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 430 | $22.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 429 | $22.0K | 0.02% | +429 | New |
| Covestor Ltd | 474 | $24.0K | 0.02% | −24−4.8% | Reduced |
| JCSD Capital, LLC | 500 | $25.0K | 0.03% | −2,000−80.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 490 | $25.0K | 0.03% | 00.0% | Unchanged |
| National Bank of Canada | 534 | $27.0K | 0.00% | −4,243−88.8% | Reduced |
| DekaBank Deutsche Girozentrale | 546 | $28.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 565 | $29.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 573 | $29.0K | 0.00% | +573 | New |
| Exchange Traded Concepts, LLC | 566 | $29.0K | 0.00% | +566 | New |
| Baystate Wealth Management LLC | 614 | $31.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 600 | $31.0K | 0.01% | +500+500.0% | Added |
| TD Ameritrade Investment Management, LLC | 629 | $32.0K | 0.00% | −224−26.3% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $32.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 644 | $33.0K | 0.00% | −265−29.2% | Reduced |
| Lazard Asset Management LLC | 660 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 653 | $33.0K | 0.00% | +262+67.0% | Added |
| Ronald Blue Trust, Inc. | 564 | $37.0K | 0.00% | +564 | New |
| Asset Management One Co.,Ltd. | 800 | $40.0K | 0.00% | −348−30.3% | Reduced |
| Parkside Financial Bank & Trust | 951 | $48.0K | 0.01% | −300−24.0% | Reduced |
| NuWave Investment Management, LLC | 968 | $49.0K | 0.07% | +656+210.3% | Added |
| Leonteq Securities AG | 995 | $50.6K | 0.00% | +805+423.7% | Added |
| Sentry Investment Management LLC | 1,030 | $52.0K | 0.02% | −200−16.3% | Reduced |
| Towerpoint Wealth, LLC | 51,642 | $52.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,077 | $55.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,099 | $56.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,096 | $56.0K | 0.00% | +565+106.4% | Added |
| Evoke Wealth, LLC | 1,165 | $59.0K | 0.00% | +6+0.5% | Added |
| CX Institutional | 1,188 | $60.0K | 0.00% | +1,188 | New |