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 |
|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | 19,209 | $516.0K | 0.04% | −396−2.0% | Reduced |
| Jump Financial, LLC | 19,061 | $512.0K | 0.02% | −110,442−85.3% | Reduced |
| Alethea Capital Management, LLC | 18,880 | $507.1K | 0.54% | +18,880 | New |
| Canada Pension Plan Investment Board | 18,800 | $505.0K | 0.00% | −132,400−87.6% | Reduced |
| Sigma Planning Corp | 18,377 | $493.6K | 0.02% | +6,082+49.5% | Added |
| State of Alaska, Department of Revenue | 18,358 | $493.0K | 0.01% | −2,250−10.9% | Reduced |
| Creative Planning | 18,195 | $488.7K | 0.00% | +1,624+9.8% | Added |
| Fox Run Management, L.L.C. | 17,820 | $478.6K | 0.13% | −3,236−15.4% | Reduced |
| Czech National Bank | 17,533 | $470.9K | 0.01% | −84−0.5% | Reduced |
| Aquila Investment Management LLC | 17,000 | $456.6K | 0.37% | +17,000 | New |
| CWM, LLC | 16,877 | $453.0K | 0.00% | +3,474+25.9% | Added |
| Zions Bancorporation, N.A. | 16,343 | $439.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16,125 | $433.1K | 0.02% | +4,262+35.9% | Added |
| Vantage Consulting Group Inc | 15,871 | $426.3K | 0.25% | +7,436+88.2% | Added |
| Syntax Advisors, LLC | 15,871 | $426.3K | 0.34% | +7,436+88.2% | Added |
| Cresset Asset Management, LLC | 15,516 | $416.8K | 0.00% | +15,516 | New |
| Guggenheim Capital LLC | 15,394 | $413.5K | 0.00% | +913+6.3% | Added |
| MainStreet Investment Advisors LLC | 15,276 | $410.3K | 0.04% | −92−0.6% | Reduced |
| XTX Topco Ltd | 15,153 | $407.0K | 0.07% | −5,332−26.0% | Reduced |
| Zacks Investment Management | 14,957 | $401.7K | 0.01% | +203+1.4% | Added |
| UMA Financial Services, Inc. | 14,273 | $401.6K | 0.10% | +575+4.2% | Added |
| WBI Investments | 14,670 | $394.0K | 0.07% | +14,670 | New |
| Cottonwood Capital Advisors, LLC | 14,661 | $393.8K | 0.36% | +70.0% | Added |
| CSS LLC | 14,400 | $386.8K | 0.03% | +14,400 | New |
| Public Sector Pension Investment Board | 14,310 | $384.4K | 0.00% | −2,152−13.1% | Reduced |
| Massmutual Trust Co FSB | 14,301 | $384.1K | 0.01% | −302−2.1% | Reduced |
| Farther Finance Advisors, LLC | 14,166 | $380.5K | 0.08% | +9,287+190.3% | Added |
| Tower Research Capital LLC (TRC) | 13,971 | $375.3K | 0.01% | −21,289−60.4% | Reduced |
| ExodusPoint Capital Management, LP | 13,677 | $367.0K | 0.00% | −11,256−45.1% | Reduced |
| Pinnacle Holdings, LLC | 13,469 | $361.8K | 0.16% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,466 | $361.0K | 0.00% | −1,149−7.9% | Reduced |
| Crossmark Global Holdings, Inc. | 9,318 | $361.0K | 0.01% | −2,460−20.9% | Reduced |
| Pathstone Family Office, LLC | 13,401 | $360.0K | 0.01% | +13,401 | New |
| Charles Schwab Trust Co | 13,000 | $354.8K | 0.04% | +13,000 | New |
| Cetera Investment Advisers | 13,028 | $349.9K | 0.00% | +13,028 | New |
| TCI Wealth Advisors, Inc. | 12,864 | $345.5K | 0.04% | +432+3.5% | Added |
| Veriti Management LLC | 12,797 | $343.7K | 0.04% | +2,897+29.3% | Added |
| Ellevest, Inc. | 12,671 | $340.3K | 0.03% | +8,331+192.0% | Added |
| Eqis Capital Management, Inc. | 12,562 | $337.4K | 0.04% | +3,966+46.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 12,549 | $337.1K | 0.00% | −10,297−45.1% | Reduced |
| Hoylecohen, LLC | 12,322 | $331.0K | 0.03% | −868−6.6% | Reduced |
| Toroso Investments, LLC | 12,246 | $329.0K | 0.01% | −521−4.1% | Reduced |
| Engineers Gate Manager LP | 12,171 | $326.9K | 0.01% | −33,853−73.6% | Reduced |
| Westwood Holdings Group Inc. | 12,147 | $326.0K | 0.00% | −223−1.8% | Reduced |
| Byrne Asset Management LLC | 12,115 | $325.0K | 0.21% | −2,275−15.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $322.3K | 0.12% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 12,000 | $322.3K | 0.06% | +1,099+10.1% | Added |
| First Republic Investment Management, Inc. | 11,995 | $322.2K | 0.00% | −16−0.1% | Reduced |
| Securian Asset Management, Inc | 11,983 | $321.9K | 0.01% | −364−2.9% | Reduced |
| Kentucky Retirement Systems | 11,908 | $320.0K | 0.01% | +78+0.7% | Added |
| EP Wealth Advisors, LLC | 5,550 | $315.6K | 0.00% | −5,533,803−99.9% | Reduced |
| M&T Bank Corp | 11,623 | $312.2K | 0.00% | +2,021+21.0% | Added |
| CWM Advisors, LLC | 11,618 | $312.1K | 0.04% | +2,453+26.8% | Added |
| Maryland State Retirement & Pension System | 11,548 | $310.2K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,321 | $309.1K | 0.02% | +11,321 | New |
| Oregon Public Employees Retirement Fund | 11,487 | $308.5K | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 11,417 | $306.7K | 0.03% | −31−0.3% | Reduced |
| Norinchukin Bank, The | 11,396 | $306.1K | 0.01% | +3,150+38.2% | Added |
| Public Employees Retirement Association of Colorado | 11,406 | $306.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,336 | $304.5K | 0.01% | −5,835−34.0% | Reduced |
| Avaii Wealth Management, LLC | 11,187 | $300.5K | 0.23% | +11,187 | New |
| Quantinno Capital Management LP | 11,121 | $299.0K | 0.02% | +2,977+36.6% | Added |
| Hartford Investment Management Co | 10,556 | $283.5K | 0.01% | −2,108−16.6% | Reduced |
| Graham Capital Management, L.P. | 10,387 | $279.0K | 0.01% | +10,387 | New |
| SG Americas Securities, LLC | 10,239 | $275.0K | 0.00% | +1,535+17.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 10,000 | $268.6K | 0.03% | +10,000 | New |
| Hamilton Capital Partners Inc. | 9,932 | $266.8K | 0.10% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 9,481 | $254.7K | 0.06% | +9,481 | New |
| Blueshift Asset Management, LLC | 9,480 | $254.6K | 0.10% | −2,111−18.2% | Reduced |
| Corton Capital Inc. | 9,475 | $254.5K | 0.12% | +9,475 | New |
| Summit Trail Advisors, LLC | 9,441 | $253.6K | 0.01% | +1,206+14.6% | Added |
| Allspring Global Investments Holdings, LLC | 9,417 | $252.9K | 0.00% | −205,459−95.6% | Reduced |
| Louisiana State Employees Retirement System | 9,200 | $247.1K | 0.01% | −500−5.2% | Reduced |
| Bank of Nova Scotia | 9,167 | $246.2K | 0.00% | +1,794+24.3% | Added |
| Gsa Capital Partners LLP | 9,126 | $245.0K | 0.02% | −64,652−87.6% | Reduced |
| Sendero Wealth Management, LLC | 9,038 | $242.8K | 0.05% | +1,386+18.1% | Added |
| Cutler Group LP | 9,029 | $242.0K | 0.06% | −29,916−76.8% | Reduced |
| Coldstream Capital Management Inc | 8,715 | $234.1K | 0.01% | −31,025−78.1% | Reduced |
| Ieq Capital, LLC | 8,658 | $232.6K | 0.00% | +8,658 | New |
| Mutual Advisors, LLC | 8,577 | $230.4K | 0.01% | +365+4.4% | Added |
| CTC Alternative Strategies, Ltd. | 8,500 | $228.3K | 0.28% | +8,500 | New |
| Y-Intercept (Hong Kong) Ltd | 8,200 | $220.3K | 0.02% | +8,200 | New |
| Pitcairn Co | 8,116 | $218.0K | 0.02% | +8,116 | New |
| Bank of Stockton | 7,960 | $213.8K | 0.07% | −1,905−19.3% | Reduced |
| Kestra Advisory Services, LLC | 7,859 | $211.1K | 0.00% | +7,859 | New |
| Twinbeech Capital LP | 7,856 | $211.0K | 0.00% | −111,756−93.4% | Reduced |
| Quantitative Investment Management, LLC | 7,888 | $211.0K | 0.02% | +7,888 | New |
| Balboa Wealth Partners | 7,850 | $210.9K | 0.07% | 00.0% | Unchanged |
| Carson Advisory Inc. | 7,824 | $210.2K | 0.18% | +200+2.6% | Added |
| Truist Financial Corp | 7,787 | $209.2K | 0.00% | +7,787 | New |
| Winton Group Ltd | 7,636 | $205.1K | 0.02% | −10,875−58.7% | Reduced |
| Triumph Capital Management | 7,587 | $203.8K | 0.09% | +7,587 | New |
| Algert Global LLC | 7,573 | $203.4K | 0.01% | −61,370−89.0% | Reduced |
| Clearstead Advisors, LLC | 7,565 | $203.2K | 0.01% | −355−4.5% | Reduced |
| KBC Group NV | 7,525 | $202.0K | 0.00% | −10,943−59.3% | Reduced |
| Advisory Services Network, LLC | 7,475 | $200.8K | 0.01% | +7,157+2,250.6% | Added |
| Salzhauer Michael | 7,283 | $195.6K | 0.21% | +7,283 | New |
| New Mexico Educational Retirement Board | 7,272 | $195.0K | 0.01% | +300+4.3% | Added |
| Harvest Fund Management Co., Ltd | 7,151 | $192.0K | 0.04% | +758+11.9% | Added |
| Natixis | 7,035 | $189.0K | 0.00% | +4,412+168.2% | Added |