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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 800 | $40.0K | 0.00% | −348−30.3% | Reduced |
| Ronald Blue Trust, Inc. | 564 | $37.0K | 0.00% | +564 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| DekaBank Deutsche Girozentrale | 546 | $28.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 534 | $27.0K | 0.00% | −4,243−88.8% | 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 |
| Covestor Ltd | 474 | $24.0K | 0.02% | −24−4.8% | Reduced |
| O'Dell Group, LLC | 430 | $22.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 429 | $22.0K | 0.02% | +429 | New |
| Bellwether Advisors, LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 323 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 315 | $16.0K | 0.01% | +253+408.1% | Added |
| Lindbrook Capital, LLC | 299 | $15.0K | 0.00% | +19+6.8% | Added |
| Castle Wealth Management LLC | 275 | $14.0K | 0.01% | +275 | New |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 225 | $11.5K | 0.00% | +16+7.7% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 121 | $6.16K | 0.00% | 00.0% | Unchanged |
| 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 |
| Caldwell Trust Co | 113 | $5.75K | 0.00% | +113 | New |
| 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 |
| 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 |
| West Paces Advisors Inc. | 63 | $3.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| Financial Synergies Wealth Advisors, Inc. | 53 | $2.67K | 0.00% | +53 | New |
| 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 |
| Raffa Wealth Management, LLC | 24 | $1.22K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sofos Investments, Inc. | 357 | – | – | +357 | New |
| SRB Corp | 0 | $0 | 0.00% | −20,921−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −115,827−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −84,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −78,791−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −60,949−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −47,372−100.0% | Sold out |