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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 3,958 | $138.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,000 | $139.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,019 | $140.2K | 0.00% | −881−18.0% | Reduced |
| Cutler Capital Management, LLC | 4,182 | $145.9K | 0.07% | +4,182 | New |
| Impact Partnership Wealth, LLC | 4,306 | $150.3K | 0.05% | +4,306 | New |
| Covestor Ltd | 4,367 | $152.0K | 0.11% | +809+22.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 4,676 | $163.1K | 0.00% | +4+0.1% | Added |
| Global Retirement Partners, LLC | 5,286 | $176.2K | 0.01% | −10,839−67.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,095 | $177.7K | 0.01% | −23−0.4% | Reduced |
| Ingalls & Snyder LLC | 5,100 | $178.0K | 0.01% | +5,100 | New |
| Proequities, Inc. | 5,426 | $189.3K | 0.01% | +447+9.0% | Added |
| V-Square Quantitative Management LLC | 5,554 | $193.8K | 0.09% | +5,554 | New |
| Lido Advisors, LLC | 5,744 | $200.4K | 0.00% | +5,744 | New |
| TrinityPoint Wealth, LLC | 5,768 | $201.2K | 0.04% | +5,768 | New |
| Douglas Lane & Associates, LLC | 5,970 | $208.3K | 0.00% | +5,970 | New |
| Davenport & Co LLC | 6,000 | $209.3K | 0.00% | +6,000 | New |
| Atom Investors LP | 6,032 | $210.5K | 0.05% | +6,032 | New |
| Fruth Investment Management | 6,100 | $212.0K | 0.06% | +6,100 | New |
| Mather Group, LLC. | 6,089 | $212.4K | 0.00% | +6,089 | New |
| Bessemer Group Inc | 6,087 | $213.0K | 0.00% | −46−0.8% | Reduced |
| Metropolitan Life Insurance Co | 6,128 | $213.8K | 0.01% | −326−5.1% | Reduced |
| Advisory Services Network, LLC | 6,178 | $215.6K | 0.01% | −1,297−17.4% | Reduced |
| Centaurus Financial, Inc. | 6,185 | $216.0K | 0.02% | −189−3.0% | Reduced |
| Salzhauer Michael | 6,200 | $216.3K | 0.24% | −1,083−14.9% | Reduced |
| Allworth Financial LP | 6,270 | $218.8K | 0.00% | +73+1.2% | Added |
| IHT Wealth Management, LLC | 6,299 | $219.8K | 0.01% | +6,299 | New |
| Bailard, Inc. | 6,316 | $220.4K | 0.01% | +6,316 | New |
| Shell Asset Management Co | 6,447 | $225.0K | 0.01% | −99−1.5% | Reduced |
| Baird Financial Group, Inc. | 6,631 | $231.4K | 0.00% | +6,631 | New |
| Strategic Advocates LLC | 6,790 | $236.9K | 0.11% | +6,790 | New |
| CAPROCK Group, Inc. | 6,983 | $243.8K | 0.02% | −4,338−38.3% | Reduced |
| Apella Capital, LLC | 7,209 | $251.4K | 0.02% | +7,209 | New |
| Qube Research & Technologies Ltd | 7,292 | $254.4K | 0.00% | −150,282−95.4% | Reduced |
| Geneos Wealth Management Inc. | 7,311 | $255.1K | 0.01% | +3,572+95.5% | Added |
| HB Wealth Management, LLC | 7,409 | $258.5K | 0.00% | +7,409 | New |
| CSS LLC | 7,500 | $261.7K | 0.02% | −6,900−47.9% | Reduced |
| Clearstead Advisors, LLC | 7,565 | $263.9K | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,672 | $268.0K | 0.01% | +400+5.5% | Added |
| Wolverine Trading, LLC | 7,712 | $269.1K | 0.00% | +7,712 | New |
| Truist Financial Corp | 7,737 | $270.0K | 0.00% | −50−0.6% | Reduced |
| Carson Advisory Inc. | 7,824 | $273.0K | 0.24% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,861 | $274.3K | 0.00% | +1,596+25.5% | Added |
| Blair William & Co | 7,866 | $274.4K | 0.00% | +7,866 | New |
| Allspring Global Investments Holdings, LLC | 7,982 | $278.5K | 0.00% | −1,435−15.2% | Reduced |
| Capstone Investment Advisors, LLC | 7,996 | $279.0K | 0.01% | +2,772+53.1% | Added |
| Pitcairn Co | 8,066 | $281.4K | 0.02% | −50−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 8,022 | $282.0K | 0.01% | −1,296−13.9% | Reduced |
| Mutual Advisors, LLC | 8,495 | $296.4K | 0.01% | −82−1.0% | Reduced |
| AE Wealth Management LLC | 8,698 | $303.5K | 0.00% | −212,619−96.1% | Reduced |
| Hamilton Capital Partners Inc. | 8,742 | $305.0K | 0.11% | −1,190−12.0% | Reduced |
| CWM Advisors, LLC | 8,786 | $306.6K | 0.04% | −2,832−24.4% | Reduced |
| Coldstream Capital Management Inc | 8,836 | $308.3K | 0.01% | +121+1.4% | Added |
| First Republic Investment Management, Inc. | 8,870 | $309.5K | 0.00% | −3,125−26.1% | Reduced |
| Level Four Advisory Services, LLC | 8,941 | $312.0K | 0.02% | +8,941 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 8,979 | $313.3K | 0.00% | −20,440−69.5% | Reduced |
| Summit Trail Advisors, LLC | 9,141 | $318.9K | 0.01% | −300−3.2% | Reduced |
| Paragon Capital Management Ltd | 9,156 | $319.5K | 0.07% | −325−3.4% | Reduced |
| Louisiana State Employees Retirement System | 9,200 | $321.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 9,527 | $332.4K | 0.01% | +9,527 | New |
| Harvest Fund Management Co., Ltd | 9,858 | $344.0K | 0.06% | +2,707+37.9% | Added |
| Glenmede Trust Co NA | 10,065 | $351.2K | 0.00% | +10,065 | New |
| Hartford Investment Management Co | 10,144 | $353.9K | 0.01% | −412−3.9% | Reduced |
| Bank of Nova Scotia | 10,295 | $359.2K | 0.00% | +1,128+12.3% | Added |
| Fox Run Management, L.L.C. | 10,296 | $359.2K | 0.11% | −7,524−42.2% | Reduced |
| Kestra Advisory Services, LLC | 10,326 | $360.3K | 0.00% | +2,467+31.4% | Added |
| KBC Group NV | 10,447 | $364.0K | 0.00% | +2,922+38.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,450 | $364.6K | 0.00% | +10,450 | New |
| Gotham Asset Management, LLC | 10,474 | $365.4K | 0.01% | −862−7.6% | Reduced |
| Securian Asset Management, Inc | 10,582 | $369.2K | 0.01% | −1,401−11.7% | Reduced |
| Vestcor Inc | 10,600 | $370.0K | 0.01% | +10,600 | New |
| Sendero Wealth Management, LLC | 10,638 | $371.2K | 0.08% | +1,600+17.7% | Added |
| Group One Trading, L.P. | 10,937 | $381.6K | 0.02% | +10,937 | New |
| Byrne Asset Management LLC | 11,155 | $389.0K | 0.32% | −960−7.9% | Reduced |
| Kentucky Retirement Systems | 11,249 | $392.5K | 0.01% | −659−5.5% | Reduced |
| Standard Life Aberdeen plc | 11,267 | $393.1K | 0.00% | −24,535−68.5% | Reduced |
| Simmons Bank | 11,385 | $397.2K | 0.04% | −32−0.3% | Reduced |
| Public Employees Retirement Association of Colorado | 11,406 | $398.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 11,451 | $399.5K | 0.00% | −172−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 11,487 | $400.8K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 11,548 | $402.9K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 11,564 | $403.5K | 0.07% | −436−3.6% | Reduced |
| Pinkerton Retirement Specialists, LLC | 11,566 | $403.5K | 0.09% | +11,566 | New |
| Avaii Wealth Management, LLC | 11,602 | $404.8K | 0.31% | +415+3.7% | Added |
| EP Wealth Advisors, LLC | 11,710 | $408.6K | 0.01% | +6,160+111.0% | Added |
| Toroso Investments, LLC | 11,730 | $409.3K | 0.01% | −516−4.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $418.7K | 0.16% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,015 | $419.2K | 0.00% | −3,379−22.0% | Reduced |
| Westwood Holdings Group Inc. | 12,147 | $424.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 12,247 | $427.3K | 0.05% | −550−4.3% | Reduced |
| XTX Topco Ltd | 12,347 | $430.8K | 0.07% | −2,806−18.5% | Reduced |
| Hoylecohen, LLC | 12,394 | $432.4K | 0.04% | +72+0.6% | Added |
| Axxcess Wealth Management, LLC | 12,400 | $432.6K | 0.01% | +12,400 | New |
| UMA Financial Services, Inc. | 13,309 | $452.1K | 0.12% | −964−6.8% | Reduced |
| Charles Schwab Trust Co | 13,000 | $453.6K | 0.05% | 00.0% | Unchanged |
| Algert Global LLC | 13,170 | $459.5K | 0.02% | +5,597+73.9% | Added |
| Pinnacle Holdings, LLC | 13,469 | $469.9K | 0.22% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,466 | $470.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 13,551 | $472.8K | 0.05% | +5,351+65.3% | Added |
| Storebrand Asset Management AS | 13,592 | $474.2K | 0.00% | −17,556−56.4% | Reduced |
| WBI Investments | 13,734 | $479.2K | 0.10% | −936−6.4% | Reduced |