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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 6,447 | $225.0K | 0.01% | −99−1.5% | Reduced |
| Bailard, Inc. | 6,316 | $220.4K | 0.01% | +6,316 | New |
| IHT Wealth Management, LLC | 6,299 | $219.8K | 0.01% | +6,299 | New |
| Allworth Financial LP | 6,270 | $218.8K | 0.00% | +73+1.2% | Added |
| Salzhauer Michael | 6,200 | $216.3K | 0.24% | −1,083−14.9% | Reduced |
| Centaurus Financial, Inc. | 6,185 | $216.0K | 0.02% | −189−3.0% | Reduced |
| Advisory Services Network, LLC | 6,178 | $215.6K | 0.01% | −1,297−17.4% | Reduced |
| Metropolitan Life Insurance Co | 6,128 | $213.8K | 0.01% | −326−5.1% | Reduced |
| Bessemer Group Inc | 6,087 | $213.0K | 0.00% | −46−0.8% | Reduced |
| Mather Group, LLC. | 6,089 | $212.4K | 0.00% | +6,089 | New |
| Fruth Investment Management | 6,100 | $212.0K | 0.06% | +6,100 | New |
| Atom Investors LP | 6,032 | $210.5K | 0.05% | +6,032 | New |
| Davenport & Co LLC | 6,000 | $209.3K | 0.00% | +6,000 | New |
| Douglas Lane & Associates, LLC | 5,970 | $208.3K | 0.00% | +5,970 | New |
| TrinityPoint Wealth, LLC | 5,768 | $201.2K | 0.04% | +5,768 | New |
| Lido Advisors, LLC | 5,744 | $200.4K | 0.00% | +5,744 | New |
| V-Square Quantitative Management LLC | 5,554 | $193.8K | 0.09% | +5,554 | New |
| Proequities, Inc. | 5,426 | $189.3K | 0.01% | +447+9.0% | Added |
| Ingalls & Snyder LLC | 5,100 | $178.0K | 0.01% | +5,100 | New |
| Whittier Trust Co of Nevada Inc | 5,095 | $177.7K | 0.01% | −23−0.4% | Reduced |
| Global Retirement Partners, LLC | 5,286 | $176.2K | 0.01% | −10,839−67.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,676 | $163.1K | 0.00% | +4+0.1% | Added |
| Covestor Ltd | 4,367 | $152.0K | 0.11% | +809+22.7% | Added |
| Impact Partnership Wealth, LLC | 4,306 | $150.3K | 0.05% | +4,306 | New |
| Cutler Capital Management, LLC | 4,182 | $145.9K | 0.07% | +4,182 | New |
| Steward Partners Investment Advisory, LLC | 4,019 | $140.2K | 0.00% | −881−18.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,000 | $139.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,958 | $138.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,912 | $136.5K | 0.00% | −73−1.8% | Reduced |
| EMC Capital Management | 3,615 | $126.0K | 0.09% | +3,615 | New |
| Crewe Advisors LLC | 3,522 | $122.9K | 0.02% | −6−0.2% | Reduced |
| Daiwa Securities Group Inc. | 3,497 | $122.0K | 0.00% | +469+15.5% | Added |
| Horizon Investments, LLC | 3,311 | $114.1K | 0.00% | +104+3.2% | Added |
| TD Private Client Wealth LLC | 2,601 | $90.7K | 0.00% | +29+1.1% | Added |
| Johnson Financial Group, Inc. | 2,530 | $88.3K | 0.01% | −193−7.1% | Reduced |
| Nomura Asset Management Co Ltd | 2,433 | $84.9K | 0.00% | −207−7.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,149 | $75.0K | 0.01% | +5+0.2% | Added |
| Eagle Bay Advisors LLC | 2,011 | $70.2K | 0.03% | +575+40.0% | Added |
| Ameritas Investment Partners, Inc. | 1,934 | $67.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,795 | $62.6K | 0.00% | −3,355−65.1% | Reduced |
| Parkside Financial Bank & Trust | 1,721 | $60.0K | 0.01% | +264+18.1% | Added |
| New Millennium Group LLC | 1,684 | $58.7K | 0.05% | −270−13.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,098 | $56.0K | 0.00% | +1,538+274.6% | Added |
| Ci Investments Inc. | 1,551 | $54.0K | 0.00% | +5+0.3% | Added |
| Quadrant Capital Group LLC | 1,425 | $49.7K | 0.00% | +22+1.6% | Added |
| Asset Management One Co.,Ltd. | 1,424 | $49.7K | 0.00% | +104+7.9% | Added |
| Credit Agricole S A | 1,393 | $48.6K | 0.00% | +1,393 | New |
| Albion Financial Group | 1,105 | $38.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,046 | $36.5K | 0.00% | −212−16.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $34.9K | 0.00% | −300−23.1% | Reduced |
| Leonteq Securities AG | 898 | $31.3K | 0.00% | −775−46.3% | Reduced |
| Sentry Investment Management LLC | 871 | $30.0K | 0.01% | −211−19.5% | Reduced |
| Penserra Capital Management LLC | 818 | $28.0K | 0.00% | −136−14.3% | Reduced |
| Quent Capital, LLC | 782 | $27.3K | 0.00% | −1,260−61.7% | Reduced |
| Deseret Mutual Benefit Administrators | 746 | $26.0K | 0.01% | +58+8.4% | Added |
| Kozak & Associates, Inc. | 723 | $24.4K | 0.01% | +107+17.4% | Added |
| Glassman Wealth Services | 674 | $23.5K | 0.00% | −6−0.9% | Reduced |
| Rogco, LP | 649 | $22.6K | 0.01% | +649 | New |
| FinTrust Capital Advisors, LLC | 600 | $20.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 577 | $20.1K | 0.00% | −313−35.2% | Reduced |
| Trust Co of Vermont | 463 | $16.2K | 0.00% | +63+15.8% | Added |
| IFP Advisors, Inc | 442 | $15.4K | 0.00% | −512−53.7% | Reduced |
| Addison Advisors LLC | 422 | $14.7K | 0.01% | +67+18.9% | Added |
| First Horizon Advisors, Inc. | 408 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 381 | $13.3K | 0.00% | +26+7.3% | Added |
| Tanglewood Legacy Advisors, LLC | 363 | $12.7K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 360 | $12.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 337 | $11.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 328 | $11.4K | 0.00% | +262+397.0% | Added |
| MV Capital Management, Inc. | 323 | $11.3K | 0.00% | −2−0.6% | Reduced |
| Bogart Wealth, LLC | 323 | $11.3K | 0.00% | −150−31.7% | Reduced |
| Sutton Wealth Advisors Inc. | 320 | $11.2K | 0.01% | +36+12.7% | Added |
| Federated Hermes, Inc. | 314 | $11.0K | 0.00% | −972−75.6% | Reduced |
| Register Financial Advisors LLC | 308 | $10.7K | 0.01% | +4+1.3% | Added |
| Bank of New Hampshire | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 289 | $10.1K | 0.00% | +289 | New |
| Parallax Volatility Advisers, L.P. | 266 | $9.28K | 0.00% | +266 | New |
| Point72 Asset Management, L.P. | 261 | $9.10K | 0.00% | +261 | New |
| Retirement Group, LLC | 250 | $8.72K | 0.00% | +250 | New |
| Koesten, Hirschmann & Crabtree, INC. | 223 | $7.79K | 0.01% | +2+0.9% | Added |
| Fairfield Financial Advisors, LTD | 206 | $7.19K | 0.00% | −83−28.7% | Reduced |
| Chesapeake Asset Management LLC | 200 | $6.98K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 193 | $6.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 173 | $6.04K | 0.00% | −33−16.0% | Reduced |
| AdvisorNet Financial, Inc | 166 | $5.79K | 0.00% | −805−82.9% | Reduced |
| Whittier Trust Co | 163 | $5.68K | 0.00% | +23+16.4% | Added |
| Creative Financial Designs Inc | 151 | $5.27K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 150 | $5.23K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 138 | $4.82K | 0.00% | +138 | New |
| Raleigh Capital Management Inc. | 138 | $4.80K | 0.00% | +32+30.2% | Added |
| JFS Wealth Advisors, LLC | 137 | $4.78K | 0.00% | +136+13,600.0% | Added |
| Farmers & Merchants Investments Inc | 135 | $4.71K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 130 | $4.54K | 0.00% | +130 | New |
| John W. Rosenthal Capital Management, Inc. | 130 | $4.54K | 0.01% | −41,000−99.7% | Reduced |
| Steward Financial Group LLC | 130 | $4.00K | 0.00% | +130 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $3.99K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 111 | $3.87K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 103 | $3.58K | 0.00% | +2+2.0% | Added |
| Hollencrest Capital Management | 100 | $3.49K | 0.00% | 00.0% | Unchanged |