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 2022
Institutional positions in Zions Bancorporation, National Association as of Dec 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
- 496
- +13 vs. Q3 2022
- Shares held
- 125.5M
- +1.33M (+1.1%) vs. Q3 2022
- Total value
- $6.17B
- −$149.0M (−2.4%) vs. Q3 2022
- New holders
- 69
- 169 more added
- Sold out
- 56
- 189 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sageworth Trust Co | 7 | $0 | 0.00% | +7 | New |
| Financial Synergies Wealth Advisors, Inc. | 0 | $1 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 1 | $27 | 0.00% | +1 | New |
| Gradient Investments LLC | 5 | $246 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5 | $246 | 0.00% | +5 | New |
| My Personal CFO, LLC | 6 | $295 | 0.00% | +6 | New |
| JJJ Advisors Inc. | 16 | $823 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $983 | 0.00% | +20 | New |
| Asset Dedication, LLC | 23 | $1.00K | 0.00% | +7+43.8% | Added |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Whittier Trust Co of Nevada Inc | 23 | $1.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $1.18K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $1.33K | 0.00% | −278−91.1% | Reduced |
| Disciplined Investments, LLC | 27 | $1.33K | 0.00% | −10−27.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 28 | $1.38K | 0.00% | +28 | New |
| Harbour Investments, Inc. | 29 | $1.43K | 0.00% | +29 | New |
| Advisory Services Network, LLC | 29 | $1.43K | 0.00% | +29 | New |
| BerganKDV Wealth Management, LLC | 30 | $1.49K | 0.00% | −11−26.8% | Reduced |
| Concord Wealth Partners | 34 | $1.67K | 0.00% | +34 | New |
| AdvisorNet Financial, Inc | 36 | $1.77K | 0.00% | −5−12.2% | Reduced |
| Washington Trust Co | 37 | $1.82K | 0.00% | +4+12.1% | Added |
| SJS Investment Consulting Inc. | 39 | $1.92K | 0.00% | +17+77.3% | Added |
| Colonial Trust Advisors | 39 | $1.92K | 0.00% | +39 | New |
| Central Trust Co | 40 | $1.97K | 0.00% | +4+11.1% | Added |
| Jones Financial Companies LLLP | 36 | $2.00K | 0.00% | −18−33.3% | Reduced |
| Schubert & Co | 43 | $2.11K | 0.00% | −56−56.6% | Reduced |
| Versant Capital Management, Inc | 48 | $2.36K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 49 | $2.41K | 0.00% | −366−88.2% | Reduced |
| Prestige Wealth Management Group LLC | 59 | $2.90K | 0.00% | +20+51.3% | Added |
| Belpointe Asset Management LLC | 60 | $2.94K | 0.00% | +60 | New |
| Washington Trust Advisors, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 55 | $3.00K | 0.00% | +27+96.4% | Added |
| West Paces Advisors Inc. | 63 | $3.10K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 75 | $3.69K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 76 | $3.74K | 0.00% | +76 | New |
| Front Row Advisors LLC | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 72 | $4.00K | 0.00% | +72 | New |
| Manchester Capital Management LLC | 91 | $4.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $4.57K | 0.00% | −46−33.1% | Reduced |
| Bell Investment Advisors, Inc | 99 | $4.87K | 0.00% | −29−22.7% | Reduced |
| Grove Bank & Trust | 100 | $5.00K | 0.00% | +100 | New |
| BDO Wealth Advisors, LLC | 103 | $5.06K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 113 | $5.55K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 116 | $5.70K | 0.00% | +72+163.6% | Added |
| ICA Group Wealth Management, LLC | 119 | $5.85K | 0.00% | +119 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $5.90K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 125 | $6.14K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 130 | $6.38K | 0.01% | +130 | New |
| Farmers & Merchants Investments Inc | 135 | $6.64K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 140 | $6.88K | 0.00% | +3+2.2% | Added |
| Clear Street Markets LLC | 151 | $7.00K | 0.00% | −37−19.7% | Reduced |
| Huntington National Bank | 143 | $7.03K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 160 | $7.87K | 0.00% | +160 | New |
| Quarry LP | 163 | $8.01K | 0.01% | +163 | New |
| Arlington Partners LLC | 177 | $8.70K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 183 | $9.00K | 0.00% | +75+69.4% | Added |
| Whittier Trust Co | 184 | $9.04K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 193 | $9.49K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 195 | $9.59K | 0.01% | −92−32.1% | Reduced |
| Sutton Wealth Advisors Inc. | 197 | $9.69K | 0.00% | −26−11.7% | Reduced |
| Farther Finance Advisors, LLC | 202 | $9.93K | 0.00% | +202 | New |
| North Star Investment Management Corp. | 209 | $10.3K | 0.00% | +11+5.6% | Added |
| Northwest Investment Counselors, LLC | 219 | $10.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 227 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 228 | $11.0K | 0.01% | +22+10.7% | Added |
| EverSource Wealth Advisors, LLC | 237 | $11.7K | 0.00% | −35−12.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 240 | $12.0K | 0.11% | −250−51.0% | Reduced |
| Glassman Wealth Services | 248 | $12.2K | 0.00% | +71+40.1% | Added |
| MCF Advisors LLC | 260 | $12.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 272 | $13.4K | 0.00% | −134−33.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 273 | $13.4K | 0.00% | −77−22.0% | Reduced |
| Bogart Wealth, LLC | 323 | $15.9K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 340 | $17.0K | 0.00% | +256+304.8% | Added |
| Boit C F David | 360 | $17.7K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 363 | $17.8K | 0.01% | +363 | New |
| Covestor Ltd | 381 | $19.0K | 0.02% | −262−40.7% | Reduced |
| State of Wyoming | 393 | $19.3K | 0.01% | −6−1.5% | Reduced |
| Bellwether Advisors, LLC | 400 | $19.7K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 413 | $20.3K | 0.00% | +7+1.7% | Added |
| First Horizon Advisors, Inc. | 414 | $20.4K | 0.00% | +200+93.5% | Added |
| Founders Capital Management | 429 | $21.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 499 | $24.5K | 0.01% | −423−45.9% | Reduced |
| Ellevest, Inc. | 523 | $25.7K | 0.00% | +118+29.1% | Added |
| Tobam | 531 | $26.0K | 0.00% | −565−51.6% | Reduced |
| DekaBank Deutsche Girozentrale | 546 | $27.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $29.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 614 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 668 | $32.0K | 0.00% | +8+1.2% | Added |
| Fiduciary Alliance LLC | 741 | $36.4K | 0.01% | +741 | New |
| Ronald Blue Trust, Inc. | 800 | $41.0K | 0.00% | +296+58.7% | Added |
| Asset Management One Co.,Ltd. | 938 | $46.0K | 0.00% | −18,405−95.2% | Reduced |
| Allworth Financial LP | 958 | $47.1K | 0.00% | +285+42.3% | Added |
| Parkside Financial Bank & Trust | 999 | $49.1K | 0.01% | −329−24.8% | Reduced |
| TD Private Client Wealth LLC | 1,023 | $50.3K | 0.00% | −266−20.6% | Reduced |