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, Q2 2023
Institutional positions in Zions Bancorporation, National Association as of Jun 30, 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
- 424
- −27 vs. Q1 2023
- Shares held
- 119.4M
- −8.98M (−7.0%) vs. Q1 2023
- Total value
- $3.21B
- −$528.2M (−14.1%) vs. Q1 2023
- New holders
- 65
- 166 more added
- Sold out
- 92
- 148 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 17 | $0 | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 1 | $27 | 0.00% | −20−95.2% | Reduced |
| Tfo-TDC, LLC | 4 | $107 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 7 | $200 | 0.00% | +7 | New |
| North Star Investment Management Corp. | 11 | $295 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 11 | $295 | 0.00% | +11 | New |
| Your Advocates Ltd., LLP | 15 | $403 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 18 | $484 | 0.00% | +12+200.0% | Added |
| Gordian Capital Singapore Pte Ltd | 21 | $564 | 0.00% | +21 | New |
| Brown Brothers Harriman & Co | 24 | $645 | 0.00% | −25−51.0% | Reduced |
| Raffa Wealth Management, LLC | 24 | $645 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 32 | $860 | 0.00% | +32 | New |
| Front Row Advisors LLC | 51 | $1.00K | 0.00% | −36−41.4% | Reduced |
| Bollard Group LLC | 50 | $1.00K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | +20 | New |
| SkyView Investment Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Lindbrook Capital, LLC | 38 | $1.02K | 0.00% | −548−93.5% | Reduced |
| Washington Trust Co | 38 | $1.02K | 0.00% | +2+5.6% | Added |
| Caldwell Sutter Capital, Inc. | 39 | $1.05K | 0.00% | +39 | New |
| Versant Capital Management, Inc | 45 | $1.21K | 0.00% | −3−6.3% | Reduced |
| Colonial Trust Advisors | 45 | $1.21K | 0.00% | +9+25.0% | Added |
| Cape Investment Advisory, Inc. | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 54 | $1.45K | 0.00% | +54 | New |
| Ridgewood Investments LLC | 65 | $1.76K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 66 | $1.77K | 0.00% | −95−59.0% | Reduced |
| Bangor Savings Bank | 72 | $1.93K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 73 | $1.97K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 65 | $2.00K | 0.00% | +65 | New |
| Earnest Partners LLC | 75 | $2.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $2.26K | 0.00% | +53+171.0% | Added |
| Hollencrest Capital Management | 100 | $2.69K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 101 | $2.73K | 0.00% | −259−71.9% | Reduced |
| BDO Wealth Advisors, LLC | 103 | $2.77K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 106 | $2.85K | 0.00% | +106 | New |
| Private Trust Co NA | 111 | $2.98K | 0.00% | −414−78.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $3.22K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 125 | $3.36K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 130 | $3.49K | 0.00% | +120+1,200.0% | Added |
| Farmers & Merchants Investments Inc | 135 | $3.63K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 140 | $3.76K | 0.00% | −44−23.9% | Reduced |
| Concord Wealth Partners | 150 | $4.03K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 151 | $4.06K | 0.00% | +61+67.8% | Added |
| Clear Street Markets LLC | 193 | $5.00K | 0.00% | −100−34.1% | Reduced |
| Huntington National Bank | 193 | $5.18K | 0.00% | −62−24.3% | Reduced |
| Chesapeake Asset Management LLC | 200 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 206 | $5.53K | 0.00% | +48+30.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 221 | $5.93K | 0.00% | −99−30.9% | Reduced |
| Sutton Wealth Advisors Inc. | 284 | $7.63K | 0.00% | +89+45.6% | Added |
| Fairfield Financial Advisors, LTD | 289 | $7.75K | 0.00% | −3,542−92.5% | Reduced |
| Bank of New Hampshire | 300 | $8.06K | 0.00% | −870−74.4% | Reduced |
| Register Financial Advisors LLC | 304 | $8.17K | 0.01% | +4+1.3% | Added |
| MV Capital Management, Inc. | 325 | $8.73K | 0.00% | −333−50.6% | Reduced |
| Harbour Investments, Inc. | 337 | $9.05K | 0.00% | +12+3.7% | Added |
| Addison Advisors LLC | 355 | $9.54K | 0.00% | +16+4.7% | Added |
| EverSource Wealth Advisors, LLC | 355 | $9.54K | 0.00% | +11+3.2% | Added |
| Boit C F David | 360 | $9.67K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 363 | $9.75K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 364 | $9.78K | 0.00% | +364 | New |
| Trust Co of Vermont | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $10.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 408 | $11.0K | 0.00% | −204−33.3% | Reduced |
| O'Dell Group, LLC | 430 | $11.6K | 0.00% | +430 | New |
| ICA Group Wealth Management, LLC | 449 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 473 | $12.7K | 0.00% | +150+46.4% | Added |
| WealthPLAN Partners, LLC | 500 | $13.4K | 0.00% | +500 | New |
| Baystate Wealth Management LLC | 615 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 560 | $17.0K | 0.00% | −325−36.7% | Reduced |
| Kozak & Associates, Inc. | 616 | $17.3K | 0.01% | +194+46.0% | Added |
| Glassman Wealth Services | 680 | $18.3K | 0.00% | +334+96.5% | Added |
| Deseret Mutual Benefit Administrators | 688 | $18.5K | 0.01% | +189+37.9% | Added |
| Fiduciary Alliance LLC | 741 | $19.9K | 0.00% | +741 | New |
| Parallel Advisors, LLC | 890 | $23.9K | 0.00% | −4,242−82.7% | Reduced |
| Penserra Capital Management LLC | 954 | $25.0K | 0.00% | +954 | New |
| AdvisorNet Financial, Inc | 971 | $26.1K | 0.00% | +285+41.5% | Added |
| Belvedere Trading LLC | 1,016 | $27.3K | 0.01% | −1,398−57.9% | Reduced |
| Sentry Investment Management LLC | 1,082 | $29.0K | 0.01% | +1,082 | New |
| FinTrust Capital Advisors, LLC | 600 | $29.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 1,105 | $29.7K | 0.00% | +625+130.2% | Added |
| Signaturefd, LLC | 1,258 | $33.8K | 0.00% | −845−40.2% | Reduced |
| Federated Hermes, Inc. | 1,286 | $34.5K | 0.00% | −72,848−98.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,300 | $34.9K | 0.00% | +300+30.0% | Added |
| Asset Management One Co.,Ltd. | 1,320 | $35.5K | 0.00% | +140+11.9% | Added |
| Quadrant Capital Group LLC | 1,403 | $37.7K | 0.00% | −195−12.2% | Reduced |
| Eagle Bay Advisors LLC | 1,436 | $38.6K | 0.02% | −761−34.6% | Reduced |
| Parkside Financial Bank & Trust | 1,457 | $39.1K | 0.01% | −11−0.7% | Reduced |
| HM Payson & Co | 1,500 | $40.3K | 0.00% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 1,537 | $41.9K | 0.00% | +1,537 | New |
| Ci Investments Inc. | 1,546 | $42.0K | 0.00% | +127+8.9% | Added |
| Leonteq Securities AG | 1,673 | $44.9K | 0.00% | +1,673 | New |
| Desjardins Global Asset Management Inc. | 1,713 | $46.0K | 0.01% | +1,242+263.7% | Added |
| Robeco Institutional Asset Management B.V. | 1,857 | $49.9K | 0.00% | +1,857 | New |
| Ameritas Investment Partners, Inc. | 1,934 | $51.9K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,954 | $52.5K | 0.05% | −172−8.1% | Reduced |
| IFP Advisors, Inc | 954 | $53.1K | 0.00% | +823+628.2% | Added |
| Quent Capital, LLC | 2,042 | $54.8K | 0.01% | +5+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 2,144 | $57.6K | 0.01% | +1,744+436.0% | Added |
| TD Private Client Wealth LLC | 2,572 | $69.1K | 0.00% | +1,482+136.0% | Added |
| Nomura Asset Management Co Ltd | 2,640 | $70.9K | 0.00% | −160−5.7% | Reduced |
| Johnson Financial Group, Inc. | 2,723 | $73.1K | 0.01% | +193+7.6% | Added |
| Daiwa Securities Group Inc. | 3,028 | $81.0K | 0.00% | +283+10.3% | Added |