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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.

Institutional holdersQ4 2022: 496 institutions
Q1 2021: 431 institutionsQ2 2021: 431 institutionsQ3 2021: 445 institutionsQ4 2021: 473 institutionsQ1 2022: 514 institutionsQ2 2022: 491 institutionsQ3 2022: 491 institutionsQ4 2022: 496 institutionsQ1 2023: 451 institutionsQ2 2023: 424 institutionsQ3 2023: 429 institutionsQ4 2023: 472 institutionsQ1 2024: 460 institutionsQ2 2024: 432 institutionsQ3 2024: 470 institutionsQ4 2024: 474 institutionsQ1 2025: 499 institutionsQ2 2025: 493 institutionsQ3 2025: 514 institutionsQ4 2025: 558 institutionsQ1 2026: 566 institutionsQ2 2026: 600 institutions
Value heldQ4 2022: $6.17B
Q1 2021: $7.48BQ2 2021: $7.17BQ3 2021: $8.15BQ4 2021: $7.91BQ1 2022: $8.15BQ2 2022: $6.19BQ3 2022: $6.33BQ4 2022: $6.17BQ1 2023: $3.74BQ2 2023: $3.21BQ3 2023: $4.10BQ4 2023: $5.15BQ1 2024: $4.90BQ2 2024: $4.97BQ3 2024: $5.30BQ4 2024: $6.25BQ1 2025: $5.78BQ2 2025: $6.02BQ3 2025: $6.61BQ4 2025: $6.97BQ1 2026: $6.66BQ2 2026: $8.43B
Institutions holding ZION and their total value by quarter
QuarterHoldersValue
Q2 2026600$8.43B
Q1 2026566$6.66B
Q4 2025558$6.97B
Q3 2025514$6.61B
Q2 2025493$6.02B
Q1 2025499$5.78B
Q4 2024474$6.25B
Q3 2024470$5.30B
Q2 2024432$4.97B
Q1 2024460$4.90B
Q4 2023472$5.15B
Q3 2023429$4.10B
Q2 2023424$3.21B
Q1 2023451$3.74B
Q4 2022496$6.17B
Q3 2022491$6.33B
Q2 2022491$6.19B
Q1 2022514$8.15B
Q4 2021473$7.91B
Q3 2021445$8.15B
Q2 2021431$7.17B
Q1 2021431$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.

Institutions holding ZION in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC614$30.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC600$29.5K0.01%00.0%Unchanged
DekaBank Deutsche Girozentrale546$27.0K0.00%00.0%Unchanged
Tobam531$26.0K0.00%−565−51.6%Reduced
Ellevest, Inc.523$25.7K0.00%+118+29.1%Added
Deseret Mutual Benefit Administrators499$24.5K0.01%−423−45.9%Reduced
Founders Capital Management429$21.0K0.02%00.0%Unchanged
First Horizon Advisors, Inc.414$20.4K0.00%+200+93.5%Added
Lindbrook Capital, LLC413$20.3K0.00%+7+1.7%Added
Mechanics Financial Corp400$20.0K0.01%00.0%Unchanged
Bellwether Advisors, LLC400$19.7K0.01%00.0%Unchanged
State of Wyoming393$19.3K0.01%−6−1.5%Reduced
Covestor Ltd381$19.0K0.02%−262−40.7%Reduced
Tanglewood Legacy Advisors, LLC363$17.8K0.01%+363New
Boit C F David360$17.7K0.01%00.0%Unchanged
TD Ameritrade Investment Management, LLC340$17.0K0.00%+256+304.8%Added
Bogart Wealth, LLC323$15.9K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC273$13.4K0.00%−77−22.0%Reduced
Johnson Financial Group, Inc.272$13.4K0.00%−134−33.0%Reduced
MCF Advisors LLC260$12.8K0.00%00.0%Unchanged
Glassman Wealth Services248$12.2K0.00%+71+40.1%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.240$12.0K0.11%−250−51.0%Reduced
EverSource Wealth Advisors, LLC237$11.7K0.00%−35−12.9%Reduced
Umb Bank N A227$11.0K0.00%00.0%Unchanged
Kozak & Associates, Inc.228$11.0K0.01%+22+10.7%Added
Northwest Investment Counselors, LLC219$10.8K0.00%00.0%Unchanged
North Star Investment Management Corp.209$10.3K0.00%+11+5.6%Added
Farther Finance Advisors, LLC202$9.93K0.00%+202New
Sutton Wealth Advisors Inc.197$9.69K0.00%−26−11.7%Reduced
Addison Advisors LLC195$9.59K0.01%−92−32.1%Reduced
Proequities, Inc.193$9.49K0.00%00.0%Unchanged
Whittier Trust Co184$9.04K0.00%00.0%Unchanged
Global Retirement Partners, LLC183$9.00K0.00%+75+69.4%Added
Private Trust Co NA175$9.00K0.00%00.0%Unchanged
Arlington Partners LLC177$8.70K0.00%00.0%Unchanged
Quarry LP163$8.01K0.01%+163New
Hollencrest Capital Management160$7.87K0.00%+160New
Huntington National Bank143$7.03K0.00%00.0%Unchanged
Clear Street Markets LLC151$7.00K0.00%−37−19.7%Reduced
MV Capital Management, Inc.140$6.88K0.00%+3+2.2%Added
Farmers & Merchants Investments Inc135$6.64K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.130$6.38K0.01%+130New
McIlrath & Eck, LLC125$6.14K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP120$5.90K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC119$5.85K0.00%+119New
Norway Savings Bank116$5.70K0.00%+72+163.6%Added
Caldwell Trust Co113$5.55K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC103$5.06K0.00%00.0%Unchanged
Grove Bank & Trust100$5.00K0.00%+100New
Bell Investment Advisors, Inc99$4.87K0.00%−29−22.7%Reduced
JFS Wealth Advisors, LLC93$4.57K0.00%−46−33.1%Reduced
Manchester Capital Management LLC91$4.47K0.00%00.0%Unchanged
Front Row Advisors LLC87$4.00K0.00%00.0%Unchanged
Sierra Capital LLC81$4.00K0.00%00.0%Unchanged
Bangor Savings Bank72$4.00K0.00%+72New
U.S. Capital Wealth Advisors, LLC76$3.74K0.00%+76New
Earnest Partners LLC75$3.69K0.00%00.0%Unchanged
West Paces Advisors Inc.63$3.10K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.55$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC55$3.00K0.00%+27+96.4%Added
Washington Trust Advisors, Inc.61$3.00K0.00%00.0%Unchanged
Belpointe Asset Management LLC60$2.94K0.00%+60New
Prestige Wealth Management Group LLC59$2.90K0.00%+20+51.3%Added
Brown Brothers Harriman & Co49$2.41K0.00%−366−88.2%Reduced
Versant Capital Management, Inc48$2.36K0.00%00.0%Unchanged
Schubert & Co43$2.11K0.00%−56−56.6%Reduced
Jones Financial Companies LLLP36$2.00K0.00%−18−33.3%Reduced
Central Trust Co40$1.97K0.00%+4+11.1%Added
SJS Investment Consulting Inc.39$1.92K0.00%+17+77.3%Added
Colonial Trust Advisors39$1.92K0.00%+39New
Washington Trust Co37$1.82K0.00%+4+12.1%Added
AdvisorNet Financial, Inc36$1.77K0.00%−5−12.2%Reduced
Concord Wealth Partners34$1.67K0.00%+34New
BerganKDV Wealth Management, LLC30$1.49K0.00%−11−26.8%Reduced
Harbour Investments, Inc.29$1.43K0.00%+29New
Advisory Services Network, LLC29$1.43K0.00%+29New
Cary Street Partner Investment Advisory LLC28$1.38K0.00%+28New
Hexagon Capital Partners LLC27$1.33K0.00%−278−91.1%Reduced
Disciplined Investments, LLC27$1.33K0.00%−10−27.0%Reduced
Raffa Wealth Management, LLC24$1.18K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc23$1.13K0.00%00.0%Unchanged
Asset Dedication, LLC23$1.00K0.00%+7+43.8%Added
Transamerica Financial Advisors, Inc.8$1.00K0.00%00.0%Unchanged
Goodman Advisory Group, LLC27$1.00K0.00%00.0%Unchanged
Old North State Trust, LLC22$1.00K0.00%+22New
Glen Eagle Advisors, LLC20$9830.00%+20New
JJJ Advisors Inc.16$8230.00%00.0%Unchanged
My Personal CFO, LLC6$2950.00%+6New
Gradient Investments LLC5$2460.00%00.0%Unchanged
Baker Avenue Asset Management, LP5$2460.00%+5New
Tfo-TDC, LLC1$270.00%+1New
Financial Synergies Wealth Advisors, Inc.0$10.00%0New
Sageworth Trust Co7$00.00%+7New
American National Bank5––+5New
Pathstone Family Office, LLC3,106––+3,106New
Sofos Investments, Inc.49––−308−86.3%Reduced
Clark Capital Management Group, Inc.0$00.00%−536,130−100.0%Sold out
Walleye Capital LLC0$00.00%−313,294−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−303,212−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−144,140−100.0%Sold out