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, Q3 2022
Institutional positions in Zions Bancorporation, National Association as of Sep 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
- +7 vs. Q2 2022
- Shares held
- 124.5M
- +2.88M (+2.4%) vs. Q2 2022
- Total value
- $6.33B
- +$146.4M (+2.4%) vs. Q2 2022
- New holders
- 57
- 181 more added
- Sold out
- 50
- 172 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 1,030 | $52.0K | 0.02% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 51,642 | $52.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 922 | $47.0K | 0.01% | −155−14.4% | Reduced |
| International Assets Investment Management, LLC | 792 | $40.0K | 0.01% | +792 | New |
| Allworth Financial LP | 673 | $34.0K | 0.00% | +29+4.5% | Added |
| Lazard Asset Management LLC | 660 | $33.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 643 | $33.0K | 0.03% | +169+35.7% | Added |
| FinTrust Capital Advisors, LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 614 | $31.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 546 | $28.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 534 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 504 | $26.0K | 0.00% | −60−10.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 490 | $25.0K | 0.34% | 00.0% | Unchanged |
| Founders Capital Management | 429 | $22.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 430 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 405 | $21.0K | 0.00% | −248−38.0% | Reduced |
| Lindbrook Capital, LLC | 406 | $21.0K | 0.00% | +107+35.8% | Added |
| Johnson Financial Group, Inc. | 406 | $21.0K | 0.00% | +167+69.9% | Added |
| Brown Brothers Harriman & Co | 415 | $21.0K | 0.00% | +390+1,560.0% | Added |
| State of Wyoming | 399 | $20.0K | 0.01% | −2,160−84.4% | Reduced |
| Bellwether Advisors, LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 350 | $18.0K | 0.00% | −902−72.0% | Reduced |
| Boit C F David | 360 | $18.0K | 0.01% | +360 | New |
| Pacer Advisors, Inc. | 307 | $16.0K | 0.00% | −2,648−89.6% | Reduced |
| Bogart Wealth, LLC | 323 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 305 | $16.0K | 0.00% | +305 | New |
| Addison Advisors LLC | 287 | $15.0K | 0.01% | +174+154.0% | Added |
| Castle Wealth Management LLC | 275 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 272 | $14.0K | 0.00% | +39+16.7% | Added |
| MCF Advisors LLC | 260 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 249 | $13.0K | 0.01% | +249 | New |
| Umb Bank N A | 227 | $12.0K | 0.00% | +4+1.8% | Added |
| Neo Ivy Capital Management | 238 | $12.0K | 0.03% | +238 | New |
| Sutton Wealth Advisors Inc. | 223 | $11.3K | 0.00% | −2−0.9% | Reduced |
| Northwest Investment Counselors, LLC | 219 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 214 | $11.0K | 0.00% | +18+9.2% | Added |
| North Star Investment Management Corp. | 198 | $10.0K | 0.00% | −901−82.0% | Reduced |
| Clear Street Markets LLC | 188 | $10.0K | 0.00% | −127−40.3% | Reduced |
| Macroview Investment Management LLC | 203 | $10.0K | 0.02% | −60−22.8% | Reduced |
| Proequities, Inc. | 193 | $10.0K | 0.00% | −13−6.3% | Reduced |
| Kozak & Associates, Inc. | 206 | $10.0K | 0.01% | +2+1.0% | Added |
| Private Trust Co NA | 175 | $9.00K | 0.00% | −398−69.5% | Reduced |
| Glassman Wealth Services | 177 | $9.00K | 0.00% | −79−30.9% | Reduced |
| Whittier Trust Co | 184 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 177 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 150 | $8.00K | 0.00% | −70−31.8% | Reduced |
| Huntington National Bank | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 137 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 135 | $7.00K | 0.00% | +22+19.5% | Added |
| JFS Wealth Advisors, LLC | 139 | $7.00K | 0.00% | +80+135.6% | Added |
| American Portfolios Advisors | 121 | $6.15K | 0.00% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 108 | $6.00K | 0.00% | +13+13.7% | Added |
| Dark Forest Capital Management LP | 116 | $6.00K | 0.00% | +116 | New |
| Caldwell Trust Co | 113 | $5.75K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 99 | $5.00K | 0.00% | +48+94.1% | Added |
| TD Ameritrade Investment Management, LLC | 84 | $4.00K | 0.00% | −545−86.6% | Reduced |
| MUFG Americas Holdings Corp | 70 | $4.00K | 0.00% | −102−59.3% | Reduced |
| Earnest Partners LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 81 | $4.00K | 0.00% | −1−1.2% | Reduced |
| Abound Wealth Management | 75 | $3.81K | 0.00% | +75 | New |
| West Paces Advisors Inc. | 63 | $3.20K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 54 | $3.00K | 0.00% | −18−25.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 61 | $3.00K | 0.00% | +5+8.9% | Added |
| Central Trust Co | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $2.00K | 0.00% | −5−10.9% | 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 |
| Disciplined Investments, LLC | 37 | $2.00K | 0.00% | +2+5.7% | Added |
| Washington Trust Co | 33 | $2.00K | 0.00% | +5+17.9% | Added |
| Cambridge Trust Co | 37 | $2.00K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 24 | $1.22K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Gradient Investments LLC | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 357 | – | – | 00.0% | Unchanged |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −83,460−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −70,178−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −61,697−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −42,790−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −25,900−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,496−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −21,775−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,958−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,531−100.0% | Sold out |