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, Q1 2023
Institutional positions in Zions Bancorporation, National Association as of Mar 31, 2023. 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
- 451
- −39 vs. Q4 2022
- Shares held
- 128.4M
- +2.94M (+2.3%) vs. Q4 2022
- Total value
- $3.74B
- −$2.42B (−39.3%) vs. Q4 2022
- New holders
- 68
- 184 more added
- Sold out
- 107
- 151 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1 | $30 | 0.00% | −26−96.3% | Reduced |
| Tfo-TDC, LLC | 4 | $120 | 0.00% | +3+300.0% | Added |
| Schubert & Co | 6 | $180 | 0.00% | −37−86.0% | Reduced |
| SJS Investment Consulting Inc. | 6 | $180 | 0.00% | −33−84.6% | Reduced |
| Sofos Investments, Inc. | 30 | $180 | 0.01% | −19−38.8% | Reduced |
| Assetmark, Inc | 7 | $210 | 0.00% | +7 | New |
| JJJ Advisors Inc. | 8 | $240 | 0.00% | −8−50.0% | Reduced |
| Gradient Investments LLC | 10 | $299 | 0.00% | +5+100.0% | Added |
| North Star Investment Management Corp. | 11 | $329 | 0.00% | −198−94.7% | Reduced |
| Core Alternative Capital | 13 | $389 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 21 | $629 | 0.00% | −72−77.4% | Reduced |
| BerganKDV Wealth Management, LLC | 21 | $638 | 0.00% | −9−30.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 23 | $688 | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 24 | $718 | 0.00% | −25,415−99.9% | Reduced |
| Raffa Wealth Management, LLC | 24 | $718 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 28 | $838 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $928 | 0.00% | −28−47.5% | Reduced |
| Disciplined Investments, LLC | 33 | $988 | 0.00% | +6+22.2% | Added |
| Old North State Trust, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 36 | $1.08K | 0.00% | −3−7.7% | Reduced |
| Washington Trust Co | 36 | $1.08K | 0.00% | −1−2.7% | Reduced |
| Central Trust Co | 40 | $1.20K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $1.44K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 49 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.50K | 0.00% | +50 | New |
| Atticus Wealth Management, LLC | 57 | $1.71K | 0.00% | +57 | New |
| Proequities, Inc. | 65 | $1.95K | 0.00% | −128−66.3% | Reduced |
| Ridgewood Investments LLC | 65 | $1.96K | 0.00% | +65 | New |
| Benjamin F. Edwards & Company, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 72 | $2.15K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 73 | $2.20K | 0.00% | +73 | Added |
| Earnest Partners LLC | 75 | $2.25K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 90 | $2.69K | 0.00% | +90 | New |
| Hollencrest Capital Management | 100 | $2.99K | 0.00% | −60−37.5% | Reduced |
| Front Row Advisors LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 103 | $3.08K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 113 | $3.38K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $3.59K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 125 | $3.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 135 | $4.04K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 150 | $4.49K | 0.00% | +116+341.2% | Added |
| Bell Investment Advisors, Inc | 158 | $4.73K | 0.00% | +59+59.6% | Added |
| Umb Bank N A | 161 | $4.82K | 0.00% | −66−29.1% | Reduced |
| Whittier Trust Co | 184 | $5.50K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 195 | $5.84K | 0.00% | −2−1.0% | Reduced |
| Chesapeake Asset Management LLC | 200 | $5.99K | 0.01% | +200 | New |
| IFP Advisors, Inc | 131 | $7.29K | 0.00% | −1,636−92.6% | Reduced |
| Huntington National Bank | 255 | $7.63K | 0.00% | +112+78.3% | Added |
| Pointe Capital Management LLC | 266 | $7.96K | 0.01% | +266 | New |
| Steward Partners Investment Advisory, LLC | 273 | $8.17K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 285 | $8.53K | 0.00% | +225+375.0% | Added |
| Register Financial Advisors LLC | 300 | $8.98K | 0.01% | +300 | New |
| Clear Street Markets LLC | 293 | $9.00K | 0.00% | +142+94.0% | Added |
| Advisory Services Network, LLC | 318 | $9.52K | 0.00% | +289+996.6% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 320 | $9.57K | 0.01% | +190+146.2% | Added |
| Bogart Wealth, LLC | 323 | $9.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 325 | $9.73K | 0.00% | +296+1,020.7% | Added |
| Covestor Ltd | 341 | $10.0K | 0.01% | −40−10.5% | Reduced |
| Addison Advisors LLC | 339 | $10.1K | 0.01% | +144+73.8% | Added |
| EverSource Wealth Advisors, LLC | 344 | $10.3K | 0.00% | +107+45.1% | Added |
| Glassman Wealth Services | 346 | $10.4K | 0.00% | +98+39.5% | Added |
| MCF Advisors LLC | 360 | $10.8K | 0.00% | +100+38.5% | Added |
| Tanglewood Legacy Advisors, LLC | 363 | $10.9K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 360 | $11.8K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 400 | $12.0K | 0.00% | +400 | New |
| GPS Wealth Strategies Group, LLC | 400 | $12.0K | 0.00% | +400 | New |
| Bokf, NA | 402 | $12.0K | 0.00% | +402 | New |
| Kozak & Associates, Inc. | 422 | $12.6K | 0.01% | +194+85.1% | Added |
| State of Wyoming | 428 | $12.8K | 0.00% | +35+8.9% | Added |
| Founders Capital Management | 429 | $13.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 449 | $13.4K | 0.00% | +330+277.3% | Added |
| Desjardins Global Asset Management Inc. | 471 | $14.0K | 0.00% | +471 | New |
| Albion Financial Group | 480 | $14.4K | 0.00% | +480 | New |
| Deseret Mutual Benefit Administrators | 499 | $14.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 525 | $15.7K | 0.00% | +350+200.0% | Added |
| Lindbrook Capital, LLC | 586 | $17.5K | 0.00% | +173+41.9% | Added |
| First Horizon Advisors, Inc. | 612 | $18.3K | 0.00% | +198+47.8% | Added |
| Baystate Wealth Management LLC | 615 | $18.4K | 0.00% | +1+0.2% | Added |
| MV Capital Management, Inc. | 658 | $19.7K | 0.00% | +518+370.0% | Added |
| AdvisorNet Financial, Inc | 686 | $20.5K | 0.00% | +650+1,805.6% | Added |
| Ameritas Advisory Services, LLC | 712 | $21.2K | 0.00% | +712 | New |
| International Assets Investment Management, LLC | 804 | $24.1K | 0.00% | +804 | New |
| Quarry LP | 808 | $24.2K | 0.01% | +645+395.7% | Added |
| IAG Wealth Partners, LLC | 874 | $26.2K | 0.01% | +874 | New |
| FinTrust Capital Advisors, LLC | 600 | $29.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $29.9K | 0.00% | +1,000 | New |
| Spire Wealth Management | 1,050 | $31.4K | 0.00% | +1,050 | New |
| TD Private Client Wealth LLC | 1,090 | $32.6K | 0.00% | +67+6.5% | Added |
| Bessemer Group Inc | 1,146 | $35.0K | 0.00% | −234−17.0% | Reduced |
| Bank of New Hampshire | 1,170 | $35.0K | 0.01% | −237−16.8% | Reduced |
| Asset Management One Co.,Ltd. | 1,180 | $35.3K | 0.00% | +242+25.8% | Added |
| Ci Investments Inc. | 1,419 | $42.0K | 0.00% | +112+8.6% | Added |
| AXS Investments LLC | 1,460 | $43.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,468 | $43.9K | 0.01% | +469+46.9% | Added |
| Ronald Blue Trust, Inc. | 885 | $44.0K | 0.00% | +85+10.6% | Added |
| HM Payson & Co | 1,500 | $44.9K | 0.00% | −30−2.0% | Reduced |
| Quadrant Capital Group LLC | 1,598 | $47.8K | 0.00% | −376−19.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,934 | $57.9K | 0.00% | 00.0% | Unchanged |