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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 6,546 | $176.0K | 0.01% | −37−0.6% | Reduced |
| AM Squared Ltd | 6,500 | $174.6K | 0.20% | +1,000+18.2% | Added |
| Metropolitan Life Insurance Co | 6,454 | $173.4K | 0.01% | −237−3.5% | Reduced |
| Centaurus Financial, Inc. | 6,374 | $171.0K | 0.01% | −1,070−14.4% | Reduced |
| GWM Advisors LLC | 6,265 | $168.3K | 0.00% | −10,698−63.1% | Reduced |
| Allworth Financial LP | 6,197 | $166.4K | 0.00% | +2,485+66.9% | Added |
| Bessemer Group Inc | 6,133 | $164.0K | 0.00% | +4,987+435.2% | Added |
| Laffer Tengler Investments | 5,740 | $154.2K | 0.04% | +19+0.3% | Added |
| Capstone Investment Advisors, LLC | 5,224 | $140.3K | 0.00% | +387+8.0% | Added |
| Spire Wealth Management | 5,150 | $138.3K | 0.01% | +4,100+390.5% | Added |
| Whittier Trust Co of Nevada Inc | 5,118 | $137.5K | 0.00% | +5,095+22,152.2% | Added |
| Proequities, Inc. | 4,979 | $133.7K | 0.01% | +4,914+7,560.0% | Added |
| Steward Partners Investment Advisory, LLC | 4,900 | $131.6K | 0.00% | +4,627+1,694.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,672 | $125.5K | 0.00% | −31−0.7% | Reduced |
| Ossiam | 4,349 | $116.8K | 0.00% | +2,373+120.1% | Added |
| Cullen/Frost Bankers, Inc. | 4,000 | $107.4K | 0.00% | −215−5.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,985 | $107.0K | 0.00% | +1,047+35.6% | Added |
| Meeder Asset Management Inc | 3,958 | $106.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,739 | $100.4K | 0.01% | +1,450+63.3% | Added |
| Covestor Ltd | 3,558 | $96.0K | 0.07% | +3,217+943.4% | Added |
| Crewe Advisors LLC | 3,528 | $94.8K | 0.01% | +265+8.1% | Added |
| Horizon Investments, LLC | 3,207 | $86.1K | 0.00% | +173+5.7% | Added |
| Daiwa Securities Group Inc. | 3,028 | $81.0K | 0.00% | +283+10.3% | Added |
| Johnson Financial Group, Inc. | 2,723 | $73.1K | 0.01% | +193+7.6% | Added |
| Nomura Asset Management Co Ltd | 2,640 | $70.9K | 0.00% | −160−5.7% | Reduced |
| TD Private Client Wealth LLC | 2,572 | $69.1K | 0.00% | +1,482+136.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,144 | $57.6K | 0.01% | +1,744+436.0% | Added |
| Quent Capital, LLC | 2,042 | $54.8K | 0.01% | +5+0.2% | Added |
| IFP Advisors, Inc | 954 | $53.1K | 0.00% | +823+628.2% | Added |
| New Millennium Group LLC | 1,954 | $52.5K | 0.05% | −172−8.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,934 | $51.9K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1,857 | $49.9K | 0.00% | +1,857 | New |
| Desjardins Global Asset Management Inc. | 1,713 | $46.0K | 0.01% | +1,242+263.7% | Added |
| Leonteq Securities AG | 1,673 | $44.9K | 0.00% | +1,673 | New |
| Ci Investments Inc. | 1,546 | $42.0K | 0.00% | +127+8.9% | Added |
| Meitav Dash Investments Ltd | 1,537 | $41.9K | 0.00% | +1,537 | New |
| HM Payson & Co | 1,500 | $40.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,457 | $39.1K | 0.01% | −11−0.7% | Reduced |
| Eagle Bay Advisors LLC | 1,436 | $38.6K | 0.02% | −761−34.6% | Reduced |
| Quadrant Capital Group LLC | 1,403 | $37.7K | 0.00% | −195−12.2% | Reduced |
| Asset Management One Co.,Ltd. | 1,320 | $35.5K | 0.00% | +140+11.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,300 | $34.9K | 0.00% | +300+30.0% | Added |
| Federated Hermes, Inc. | 1,286 | $34.5K | 0.00% | −72,848−98.3% | Reduced |
| Signaturefd, LLC | 1,258 | $33.8K | 0.00% | −845−40.2% | Reduced |
| Albion Financial Group | 1,105 | $29.7K | 0.00% | +625+130.2% | Added |
| FinTrust Capital Advisors, LLC | 600 | $29.5K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,082 | $29.0K | 0.01% | +1,082 | New |
| Belvedere Trading LLC | 1,016 | $27.3K | 0.01% | −1,398−57.9% | Reduced |
| AdvisorNet Financial, Inc | 971 | $26.1K | 0.00% | +285+41.5% | Added |
| Penserra Capital Management LLC | 954 | $25.0K | 0.00% | +954 | New |
| Parallel Advisors, LLC | 890 | $23.9K | 0.00% | −4,242−82.7% | Reduced |
| Fiduciary Alliance LLC | 741 | $19.9K | 0.00% | +741 | New |
| Deseret Mutual Benefit Administrators | 688 | $18.5K | 0.01% | +189+37.9% | Added |
| Glassman Wealth Services | 680 | $18.3K | 0.00% | +334+96.5% | Added |
| Kozak & Associates, Inc. | 616 | $17.3K | 0.01% | +194+46.0% | Added |
| Ronald Blue Trust, Inc. | 560 | $17.0K | 0.00% | −325−36.7% | Reduced |
| Baystate Wealth Management LLC | 615 | $16.5K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 500 | $13.4K | 0.00% | +500 | New |
| Bogart Wealth, LLC | 473 | $12.7K | 0.00% | +150+46.4% | Added |
| ICA Group Wealth Management, LLC | 449 | $12.1K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 430 | $11.6K | 0.00% | +430 | New |
| First Horizon Advisors, Inc. | 408 | $11.0K | 0.00% | −204−33.3% | Reduced |
| Trust Co of Vermont | 400 | $10.7K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $10.7K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 364 | $9.78K | 0.00% | +364 | New |
| Tanglewood Legacy Advisors, LLC | 363 | $9.75K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 360 | $9.67K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 355 | $9.54K | 0.00% | +11+3.2% | Added |
| Addison Advisors LLC | 355 | $9.54K | 0.00% | +16+4.7% | Added |
| Harbour Investments, Inc. | 337 | $9.05K | 0.00% | +12+3.7% | Added |
| MV Capital Management, Inc. | 325 | $8.73K | 0.00% | −333−50.6% | Reduced |
| Register Financial Advisors LLC | 304 | $8.17K | 0.01% | +4+1.3% | Added |
| Bank of New Hampshire | 300 | $8.06K | 0.00% | −870−74.4% | Reduced |
| Fairfield Financial Advisors, LTD | 289 | $7.75K | 0.00% | −3,542−92.5% | Reduced |
| Sutton Wealth Advisors Inc. | 284 | $7.63K | 0.00% | +89+45.6% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 221 | $5.93K | 0.00% | −99−30.9% | Reduced |
| Bell Investment Advisors, Inc | 206 | $5.53K | 0.00% | +48+30.4% | Added |
| Chesapeake Asset Management LLC | 200 | $5.37K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 193 | $5.18K | 0.00% | −62−24.3% | Reduced |
| Clear Street Markets LLC | 193 | $5.00K | 0.00% | −100−34.1% | Reduced |
| Creative Financial Designs Inc | 151 | $4.06K | 0.00% | +61+67.8% | Added |
| Concord Wealth Partners | 150 | $4.03K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 140 | $3.76K | 0.00% | −44−23.9% | Reduced |
| Farmers & Merchants Investments Inc | 135 | $3.63K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 130 | $3.49K | 0.00% | +120+1,200.0% | Added |
| McIlrath & Eck, LLC | 125 | $3.36K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $3.22K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 111 | $2.98K | 0.00% | −414−78.9% | Reduced |
| Raleigh Capital Management Inc. | 106 | $2.85K | 0.00% | +106 | New |
| BDO Wealth Advisors, LLC | 103 | $2.77K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 101 | $2.73K | 0.00% | −259−71.9% | Reduced |
| Hollencrest Capital Management | 100 | $2.69K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $2.26K | 0.00% | +53+171.0% | Added |
| Earnest Partners LLC | 75 | $2.02K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 65 | $2.00K | 0.00% | +65 | New |
| Financial Synergies Wealth Advisors, Inc. | 73 | $1.97K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 72 | $1.93K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 66 | $1.77K | 0.00% | −95−59.0% | Reduced |
| Ridgewood Investments LLC | 65 | $1.76K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 54 | $1.45K | 0.00% | +54 | New |