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 |
|---|---|---|---|---|---|
| Creative Planning | 18,218 | $635.6K | 0.00% | +23+0.1% | Added |
| Hennessy Advisors Inc | 18,000 | $628.0K | 0.04% | +18,000 | New |
| Winton Group Ltd | 17,868 | $623.4K | 0.05% | +10,232+134.0% | Added |
| State of Alaska, Department of Revenue | 17,603 | $614.0K | 0.01% | −755−4.1% | Reduced |
| IMC-Chicago, LLC | 17,125 | $597.5K | 0.04% | +17,125 | New |
| US Bancorp | 17,041 | $594.6K | 0.00% | −3,289−16.2% | Reduced |
| Teacher Retirement System of Texas | 16,589 | $579.0K | 0.00% | −3,239−16.3% | Reduced |
| Zions Bancorporation, N.A. | 16,343 | $570.2K | 0.05% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 16,039 | $559.6K | 0.00% | +1,729+12.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 15,704 | $547.9K | 0.00% | +3,155+25.1% | Added |
| Marathon Trading Investment Management LLC | 15,500 | $540.8K | 0.41% | −12,500−44.6% | Reduced |
| Zacks Investment Management | 15,141 | $528.3K | 0.01% | +184+1.2% | Added |
| Ieq Capital, LLC | 15,124 | $527.7K | 0.01% | +6,466+74.7% | Added |
| TCI Wealth Advisors, Inc. | 14,909 | $520.2K | 0.07% | +2,045+15.9% | Added |
| Cetera Investment Advisers | 14,555 | $507.8K | 0.00% | +1,527+11.7% | Added |
| Cottonwood Capital Advisors, LLC | 14,554 | $507.8K | 0.47% | −107−0.7% | Reduced |
| MainStreet Investment Advisors LLC | 14,336 | $500.2K | 0.06% | −940−6.2% | Reduced |
| Farther Finance Advisors, LLC | 14,328 | $499.9K | 0.08% | +162+1.1% | Added |
| Two Sigma Securities, LLC | 14,300 | $498.9K | 0.02% | −6,881−32.5% | Reduced |
| Tower Research Capital LLC (TRC) | 14,219 | $496.1K | 0.02% | +248+1.8% | Added |
| Vantage Consulting Group Inc | 14,114 | $492.4K | 0.33% | −1,757−11.1% | Reduced |
| Syntax Advisors, LLC | 14,114 | $492.4K | 0.43% | −1,757−11.1% | Reduced |
| Sigma Planning Corp | 14,113 | $492.4K | 0.02% | −4,264−23.2% | Reduced |
| NBC Securities, Inc. | 14,079 | $491.0K | 0.05% | +14,079 | New |
| National Wealth Management Group, LLC | 14,067 | $490.8K | 0.53% | +14,067 | New |
| D. E. Shaw & Co., Inc. | 14,060 | $490.6K | 0.00% | +14,060 | New |
| Aquila Investment Management LLC | 14,000 | $488.5K | 0.45% | −3,000−17.6% | Reduced |
| Massmutual Trust Co FSB | 13,917 | $485.6K | 0.02% | −384−2.7% | Reduced |
| WBI Investments | 13,734 | $479.2K | 0.10% | −936−6.4% | Reduced |
| Storebrand Asset Management AS | 13,592 | $474.2K | 0.00% | −17,556−56.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,551 | $472.8K | 0.05% | +5,351+65.3% | Added |
| Teachers Retirement System of the State of Kentucky | 13,466 | $470.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,469 | $469.9K | 0.22% | 00.0% | Unchanged |
| Algert Global LLC | 13,170 | $459.5K | 0.02% | +5,597+73.9% | Added |
| Charles Schwab Trust Co | 13,000 | $453.6K | 0.05% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13,309 | $452.1K | 0.12% | −964−6.8% | Reduced |
| Axxcess Wealth Management, LLC | 12,400 | $432.6K | 0.01% | +12,400 | New |
| Hoylecohen, LLC | 12,394 | $432.4K | 0.04% | +72+0.6% | Added |
| XTX Topco Ltd | 12,347 | $430.8K | 0.07% | −2,806−18.5% | Reduced |
| Veriti Management LLC | 12,247 | $427.3K | 0.05% | −550−4.3% | Reduced |
| Westwood Holdings Group Inc. | 12,147 | $424.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,015 | $419.2K | 0.00% | −3,379−22.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $418.7K | 0.16% | 00.0% | Unchanged |
| Toroso Investments, LLC | 11,730 | $409.3K | 0.01% | −516−4.2% | Reduced |
| EP Wealth Advisors, LLC | 11,710 | $408.6K | 0.01% | +6,160+111.0% | Added |
| Avaii Wealth Management, LLC | 11,602 | $404.8K | 0.31% | +415+3.7% | Added |
| Pinkerton Retirement Specialists, LLC | 11,566 | $403.5K | 0.09% | +11,566 | New |
| Acorn Financial Advisory Services Inc | 11,564 | $403.5K | 0.07% | −436−3.6% | Reduced |
| Maryland State Retirement & Pension System | 11,548 | $402.9K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,487 | $400.8K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 11,451 | $399.5K | 0.00% | −172−1.5% | Reduced |
| Public Employees Retirement Association of Colorado | 11,406 | $398.0K | 0.00% | 00.0% | Unchanged |
| Simmons Bank | 11,385 | $397.2K | 0.04% | −32−0.3% | Reduced |
| Standard Life Aberdeen plc | 11,267 | $393.1K | 0.00% | −24,535−68.5% | Reduced |
| Kentucky Retirement Systems | 11,249 | $392.5K | 0.01% | −659−5.5% | Reduced |
| Byrne Asset Management LLC | 11,155 | $389.0K | 0.32% | −960−7.9% | Reduced |
| Group One Trading, L.P. | 10,937 | $381.6K | 0.02% | +10,937 | New |
| Sendero Wealth Management, LLC | 10,638 | $371.2K | 0.08% | +1,600+17.7% | Added |
| Vestcor Inc | 10,600 | $370.0K | 0.01% | +10,600 | New |
| Securian Asset Management, Inc | 10,582 | $369.2K | 0.01% | −1,401−11.7% | Reduced |
| Gotham Asset Management, LLC | 10,474 | $365.4K | 0.01% | −862−7.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,450 | $364.6K | 0.00% | +10,450 | New |
| KBC Group NV | 10,447 | $364.0K | 0.00% | +2,922+38.8% | Added |
| Kestra Advisory Services, LLC | 10,326 | $360.3K | 0.00% | +2,467+31.4% | Added |
| Fox Run Management, L.L.C. | 10,296 | $359.2K | 0.11% | −7,524−42.2% | Reduced |
| Bank of Nova Scotia | 10,295 | $359.2K | 0.00% | +1,128+12.3% | Added |
| Hartford Investment Management Co | 10,144 | $353.9K | 0.01% | −412−3.9% | Reduced |
| Glenmede Trust Co NA | 10,065 | $351.2K | 0.00% | +10,065 | New |
| Harvest Fund Management Co., Ltd | 9,858 | $344.0K | 0.06% | +2,707+37.9% | Added |
| Advisor Partners II, LLC | 9,527 | $332.4K | 0.01% | +9,527 | New |
| Louisiana State Employees Retirement System | 9,200 | $321.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 9,156 | $319.5K | 0.07% | −325−3.4% | Reduced |
| Summit Trail Advisors, LLC | 9,141 | $318.9K | 0.01% | −300−3.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,979 | $313.3K | 0.00% | −20,440−69.5% | Reduced |
| Level Four Advisory Services, LLC | 8,941 | $312.0K | 0.02% | +8,941 | New |
| First Republic Investment Management, Inc. | 8,870 | $309.5K | 0.00% | −3,125−26.1% | Reduced |
| Coldstream Capital Management Inc | 8,836 | $308.3K | 0.01% | +121+1.4% | Added |
| CWM Advisors, LLC | 8,786 | $306.6K | 0.04% | −2,832−24.4% | Reduced |
| Hamilton Capital Partners Inc. | 8,742 | $305.0K | 0.11% | −1,190−12.0% | Reduced |
| AE Wealth Management LLC | 8,698 | $303.5K | 0.00% | −212,619−96.1% | Reduced |
| Mutual Advisors, LLC | 8,495 | $296.4K | 0.01% | −82−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 8,022 | $282.0K | 0.01% | −1,296−13.9% | Reduced |
| Pitcairn Co | 8,066 | $281.4K | 0.02% | −50−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 7,996 | $279.0K | 0.01% | +2,772+53.1% | Added |
| Allspring Global Investments Holdings, LLC | 7,982 | $278.5K | 0.00% | −1,435−15.2% | Reduced |
| Blair William & Co | 7,866 | $274.4K | 0.00% | +7,866 | New |
| GWM Advisors LLC | 7,861 | $274.3K | 0.00% | +1,596+25.5% | Added |
| Carson Advisory Inc. | 7,824 | $273.0K | 0.24% | 00.0% | Unchanged |
| Truist Financial Corp | 7,737 | $270.0K | 0.00% | −50−0.6% | Reduced |
| Wolverine Trading, LLC | 7,712 | $269.1K | 0.00% | +7,712 | New |
| New Mexico Educational Retirement Board | 7,672 | $268.0K | 0.01% | +400+5.5% | Added |
| Clearstead Advisors, LLC | 7,565 | $263.9K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 7,500 | $261.7K | 0.02% | −6,900−47.9% | Reduced |
| HB Wealth Management, LLC | 7,409 | $258.5K | 0.00% | +7,409 | New |
| Geneos Wealth Management Inc. | 7,311 | $255.1K | 0.01% | +3,572+95.5% | Added |
| Qube Research & Technologies Ltd | 7,292 | $254.4K | 0.00% | −150,282−95.4% | Reduced |
| Apella Capital, LLC | 7,209 | $251.4K | 0.02% | +7,209 | New |
| CAPROCK Group, Inc. | 6,983 | $243.8K | 0.02% | −4,338−38.3% | Reduced |
| Strategic Advocates LLC | 6,790 | $236.9K | 0.11% | +6,790 | New |
| Baird Financial Group, Inc. | 6,631 | $231.4K | 0.00% | +6,631 | New |