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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 273 | $8.17K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 266 | $7.96K | 0.01% | +266 | New |
| Huntington National Bank | 255 | $7.63K | 0.00% | +112+78.3% | Added |
| IFP Advisors, Inc | 131 | $7.29K | 0.00% | −1,636−92.6% | Reduced |
| Chesapeake Asset Management LLC | 200 | $5.99K | 0.01% | +200 | New |
| Sutton Wealth Advisors Inc. | 195 | $5.84K | 0.00% | −2−1.0% | Reduced |
| Whittier Trust Co | 184 | $5.50K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 161 | $4.82K | 0.00% | −66−29.1% | Reduced |
| Bell Investment Advisors, Inc | 158 | $4.73K | 0.00% | +59+59.6% | Added |
| Concord Wealth Partners | 150 | $4.49K | 0.00% | +116+341.2% | Added |
| Farmers & Merchants Investments Inc | 135 | $4.04K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 125 | $3.74K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $3.59K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 113 | $3.38K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 103 | $3.08K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $2.99K | 0.00% | −60−37.5% | Reduced |
| Creative Financial Designs Inc | 90 | $2.69K | 0.00% | +90 | New |
| Earnest Partners LLC | 75 | $2.25K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 73 | $2.20K | 0.00% | +73 | Added |
| Bangor Savings Bank | 72 | $2.15K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 65 | $1.96K | 0.00% | +65 | New |
| Proequities, Inc. | 65 | $1.95K | 0.00% | −128−66.3% | Reduced |
| Atticus Wealth Management, LLC | 57 | $1.71K | 0.00% | +57 | New |
| Cape Investment Advisory, Inc. | 50 | $1.50K | 0.00% | +50 | New |
| Brown Brothers Harriman & Co | 49 | $1.47K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $1.44K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 40 | $1.20K | 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 |
| Old North State Trust, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $988 | 0.00% | +6+22.2% | Added |
| Prestige Wealth Management Group LLC | 31 | $928 | 0.00% | −28−47.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 28 | $838 | 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 |
| Whittier Trust Co of Nevada Inc | 23 | $688 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 21 | $638 | 0.00% | −9−30.0% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $629 | 0.00% | −72−77.4% | Reduced |
| Core Alternative Capital | 13 | $389 | 0.00% | +13 | New |
| North Star Investment Management Corp. | 11 | $329 | 0.00% | −198−94.7% | Reduced |
| Gradient Investments LLC | 10 | $299 | 0.00% | +5+100.0% | Added |
| JJJ Advisors Inc. | 8 | $240 | 0.00% | −8−50.0% | Reduced |
| Assetmark, Inc | 7 | $210 | 0.00% | +7 | New |
| 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 |
| Tfo-TDC, LLC | 4 | $120 | 0.00% | +3+300.0% | Added |
| Hexagon Capital Partners LLC | 1 | $30 | 0.00% | −26−96.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | – | – | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,401,957−100.0% | Sold out |
| 59 North Capital Management, LP | 0 | $0 | 0.00% | −731,032−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −583,396−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −495,680−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −332,727−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −278,295−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −217,114−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −192,084−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −185,087−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −176,770−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −169,771−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −126,588−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −123,373−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −97,591−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −91,715−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −86,069−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −77,880−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −75,386−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −54,101−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −34,218−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −27,740−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Mastrapasqua Asset Management Inc | 0 | $0 | 0.00% | −24,450−100.0% | Sold out |
| Columbia Trust Co 01012016 | 0 | $0 | 0.00% | −24,044−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −23,948−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −23,872−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,162−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −20,629−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −20,528−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −20,320−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −20,208−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −18,875−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −14,015−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,107−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Core Wealth Partners LLC | 0 | $0 | 0.00% | −34,695−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −9,859−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −9,619−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,424−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −8,410−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −8,364−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −7,923−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −7,622−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,526−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −6,575−100.0% | Sold out |
| Palisades Hudson Asset Management, L.P. | 0 | $0 | 0.00% | −6,406−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,409−100.0% | Sold out |
| Callahan Advisors, LLC | 0 | $0 | 0.00% | −6,350−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −6,340−100.0% | Sold out |