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, Q3 2023
Institutional positions in Zions Bancorporation, National Association as of Sep 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
- 429
- +8 vs. Q2 2023
- Shares held
- 117.5M
- −1.87M (−1.6%) vs. Q2 2023
- Total value
- $4.10B
- +$890.8M (+27.7%) vs. Q2 2023
- New holders
- 63
- 133 more added
- Sold out
- 55
- 169 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $34 | 0.00% | −20−95.2% | Reduced |
| Tfo-TDC, LLC | 4 | $107 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $279 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 10 | $349 | 0.00% | +10 | New |
| North Star Investment Management Corp. | 11 | $384 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 14 | $432 | 0.00% | +14 | New |
| Your Advocates Ltd., LLP | 13 | $466 | 0.00% | −2−13.3% | Reduced |
| Abound Wealth Management | 16 | $559 | 0.00% | +16 | New |
| Gradient Investments LLC | 17 | $593 | 0.00% | −113−86.9% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 30 | $1.05K | 0.00% | −8−21.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30 | $1.05K | 0.00% | +30 | New |
| Trifecta Capital Advisors, LLC | 32 | $1.12K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $1.24K | 0.00% | −580−94.3% | Reduced |
| Lindbrook Capital, LLC | 38 | $1.33K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 39 | $1.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $1.36K | 0.00% | +21+116.7% | Added |
| Macroview Investment Management LLC | 42 | $1.47K | 0.00% | +42 | New |
| Colonial Trust Advisors | 45 | $1.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $1.75K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $1.78K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 70 | $2.44K | 0.00% | +59+536.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 73 | $2.56K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 75 | $2.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $3.49K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 103 | $3.58K | 0.00% | +2+2.0% | Added |
| Private Trust Co NA | 111 | $3.87K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $3.99K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 130 | $4.00K | 0.00% | +130 | New |
| John W. Rosenthal Capital Management, Inc. | 130 | $4.54K | 0.01% | −41,000−99.7% | Reduced |
| Stonebridge Capital Advisors LLC | 130 | $4.54K | 0.00% | +130 | New |
| Farmers & Merchants Investments Inc | 135 | $4.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $4.78K | 0.00% | +136+13,600.0% | Added |
| Raleigh Capital Management Inc. | 138 | $4.80K | 0.00% | +32+30.2% | Added |
| Venturi Wealth Management, LLC | 138 | $4.82K | 0.00% | +138 | New |
| Concord Wealth Partners | 150 | $5.23K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 151 | $5.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 163 | $5.68K | 0.00% | +23+16.4% | Added |
| AdvisorNet Financial, Inc | 166 | $5.79K | 0.00% | −805−82.9% | Reduced |
| Bell Investment Advisors, Inc | 173 | $6.04K | 0.00% | −33−16.0% | Reduced |
| Huntington National Bank | 193 | $6.73K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 200 | $6.98K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 206 | $7.19K | 0.00% | −83−28.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 223 | $7.79K | 0.01% | +2+0.9% | Added |
| Retirement Group, LLC | 250 | $8.72K | 0.00% | +250 | New |
| Point72 Asset Management, L.P. | 261 | $9.10K | 0.00% | +261 | New |
| Parallax Volatility Advisers, L.P. | 266 | $9.28K | 0.00% | +266 | New |
| Rosenberg Matthew Hamilton | 289 | $10.1K | 0.00% | +289 | New |
| Bank of New Hampshire | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 308 | $10.7K | 0.01% | +4+1.3% | Added |
| Federated Hermes, Inc. | 314 | $11.0K | 0.00% | −972−75.6% | Reduced |
| Sutton Wealth Advisors Inc. | 320 | $11.2K | 0.01% | +36+12.7% | Added |
| Bogart Wealth, LLC | 323 | $11.3K | 0.00% | −150−31.7% | Reduced |
| MV Capital Management, Inc. | 323 | $11.3K | 0.00% | −2−0.6% | Reduced |
| Umb Bank N A | 328 | $11.4K | 0.00% | +262+397.0% | Added |
| Harbour Investments, Inc. | 337 | $11.8K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 360 | $12.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 363 | $12.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 381 | $13.3K | 0.00% | +26+7.3% | Added |
| Mechanics Financial Corp | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 408 | $14.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 422 | $14.7K | 0.01% | +67+18.9% | Added |
| IFP Advisors, Inc | 442 | $15.4K | 0.00% | −512−53.7% | Reduced |
| Trust Co of Vermont | 463 | $16.2K | 0.00% | +63+15.8% | Added |
| Parallel Advisors, LLC | 577 | $20.1K | 0.00% | −313−35.2% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $20.9K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 649 | $22.6K | 0.01% | +649 | New |
| Glassman Wealth Services | 674 | $23.5K | 0.00% | −6−0.9% | Reduced |
| Kozak & Associates, Inc. | 723 | $24.4K | 0.01% | +107+17.4% | Added |
| Deseret Mutual Benefit Administrators | 746 | $26.0K | 0.01% | +58+8.4% | Added |
| Quent Capital, LLC | 782 | $27.3K | 0.00% | −1,260−61.7% | Reduced |
| Penserra Capital Management LLC | 818 | $28.0K | 0.00% | −136−14.3% | Reduced |
| Sentry Investment Management LLC | 871 | $30.0K | 0.01% | −211−19.5% | Reduced |
| Leonteq Securities AG | 898 | $31.3K | 0.00% | −775−46.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $34.9K | 0.00% | −300−23.1% | Reduced |
| Signaturefd, LLC | 1,046 | $36.5K | 0.00% | −212−16.9% | Reduced |
| Albion Financial Group | 1,105 | $38.6K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1,393 | $48.6K | 0.00% | +1,393 | New |
| Asset Management One Co.,Ltd. | 1,424 | $49.7K | 0.00% | +104+7.9% | Added |
| Quadrant Capital Group LLC | 1,425 | $49.7K | 0.00% | +22+1.6% | Added |
| Ci Investments Inc. | 1,551 | $54.0K | 0.00% | +5+0.3% | Added |
| Ronald Blue Trust, Inc. | 2,098 | $56.0K | 0.00% | +1,538+274.6% | Added |
| New Millennium Group LLC | 1,684 | $58.7K | 0.05% | −270−13.8% | Reduced |
| Parkside Financial Bank & Trust | 1,721 | $60.0K | 0.01% | +264+18.1% | Added |
| Spire Wealth Management | 1,795 | $62.6K | 0.00% | −3,355−65.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,934 | $67.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,011 | $70.2K | 0.03% | +575+40.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,149 | $75.0K | 0.01% | +5+0.2% | Added |
| Nomura Asset Management Co Ltd | 2,433 | $84.9K | 0.00% | −207−7.8% | Reduced |
| Johnson Financial Group, Inc. | 2,530 | $88.3K | 0.01% | −193−7.1% | Reduced |
| TD Private Client Wealth LLC | 2,601 | $90.7K | 0.00% | +29+1.1% | Added |
| Horizon Investments, LLC | 3,311 | $114.1K | 0.00% | +104+3.2% | Added |
| Daiwa Securities Group Inc. | 3,497 | $122.0K | 0.00% | +469+15.5% | Added |
| Crewe Advisors LLC | 3,522 | $122.9K | 0.02% | −6−0.2% | Reduced |
| EMC Capital Management | 3,615 | $126.0K | 0.09% | +3,615 | New |
| Northwestern Mutual Wealth Management Co | 3,912 | $136.5K | 0.00% | −73−1.8% | Reduced |