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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

Q4 2023 vs. Q3 2023

How the institutions holding Zions Bancorporation, National Association changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of ZION: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders4297472+50
Shares117.5M75.5K117.4M−33.6K (0.0%)
Value$4.10B$2.64M$5.15B+$1.05B (+25.6%)

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held Zions Bancorporation, National Association at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to ZION in Q4 2023
InstitutionSharesValue% of portfolio
Lord, Abbett & Co. LLC1,138,500$49.9M0.18%
Artemis Investment Management LLP638,833$28.0M0.41%
rhino investment partners, Inc354,519$15.6M2.90%
Capital Fund Management S.A.249,073$10.9M0.14%
Maltese Capital Management LLC205,000$8.99M2.53%
LifePro Asset Management84,613$3.71M2.87%
AXA S.A.78,065$3.42M0.01%
Duality Advisers, LP66,630$2.92M0.31%
Clear Street Markets LLC49,000$2.15M0.86%
Pathstone Holdings, LLC40,474$1.78M0.01%
Teza Capital Management LLC37,759$1.66M0.28%
Sequoia Financial Advisors, LLC30,456$1.34M0.02%
Versor Investments LP29,109$1.28M0.26%
Harel Insurance Investments & Financial Services Ltd.28,400$1.27M0.02%
Aquatic Capital Management LLC27,800$1.22M0.03%
Readystate Asset Management LP26,800$1.18M0.07%
Legacy Capital Group California, Inc.26,151$1.15M0.44%
Victory Capital Management Inc25,255$1.11M0.00%
Natixis Investment Managers International24,655$1.08M0.08%
Semanteon Capital Management, LP21,215$930.7K0.63%
Seven Eight Capital, LP20,684$907.4K0.10%
ING Groep NV18,667$818.9K0.01%
Oak Thistle LLC18,326$804.0K0.23%
Burns Matteson Capital Management, LLC18,132$796.2K0.56%
Brevan Howard Capital Management LP16,037$703.5K0.07%
Quest Partners LLC15,426$676.7K0.14%
Gsa Capital Partners LLP14,396$632.0K0.05%
Sierra Summit Advisors LLC12,697$557.0K0.16%
Greenland Capital Management LP12,521$549.3K0.08%
United Capital Financial Advisers, LLC12,420$544.9K0.00%
Tactive Advisors, LLC10,406$456.5K0.29%
Jacobsen Capital Management10,210$447.9K0.23%
Sippican Capital Advisors9,500$416.8K0.33%
Picton Mahoney Asset Management9,480$415.0K0.02%
Financial Network Wealth Advisors LLC8,820$386.9K0.41%
Everence Capital Management Inc8,440$370.0K0.03%
Panagora Asset Management Inc8,406$368.8K0.00%
O'Shaughnessy Asset Management, LLC8,210$360.2K0.00%
Private Advisor Group, LLC8,174$358.6K0.00%
Profund Advisors LLC7,685$337.1K0.01%
Banque Pictet & Cie SA7,674$336.7K0.00%
Smartleaf Asset Management LLC7,353$328.3K0.09%
Wedmont Private Capital7,179$319.8K0.03%
Point72 Europe (London) LLP7,265$318.7K0.04%
MML Investors Services, LLC6,561$288.0K0.00%
Boothbay Fund Management, LLC6,436$282.3K0.01%
DRW Securities, LLC6,274$275.2K0.01%
Drive Wealth Management, LLC5,693$249.8K0.08%
NorthRock Partners, LLC5,660$248.3K0.01%
Lake Street Advisors Group, LLC5,610$246.1K0.01%
Beacon Investment Advisory Services, Inc.5,549$243.4K0.01%
CBOE Vest Financial, LLC5,463$239.7K0.01%
Riverwater Partners LLC5,308$232.9K0.18%
Kentucky Retirement Systems Insurance Trust Fund5,278$231.5K0.02%
Empirical Finance, LLC5,164$226.5K0.02%
Raymond James Trust N.A.5,109$224.1K0.01%
Norinchukin Bank, The5,104$223.9K0.01%
Moneta Group Investment Advisors LLC5,099$223.7K0.00%
Banco BTG Pactual S.A.5,000$223.3K0.05%
Johnson Investment Counsel Inc5,020$220.2K0.00%
GAMMA Investing LLC5,252$220.1K0.06%
Forum Financial Management, LP4,998$219.3K0.00%
Blackhawk Capital Partners LLC.4,983$218.6K0.15%
Traynor Capital Management, Inc.4,641$203.6K0.02%
Bank of Stockton4,811$200.2K0.07%
Basswood Capital Management, L.L.C.3,896$170.9K0.01%
Principal Securities, Inc.2,865$125.7K0.00%
Ionic Capital Management LLC2,394$105.0K0.05%
UniSuper Management Pty Ltd1,707$74.9K0.00%
West Tower Group, LLC1,387$60.8K0.12%
Quarry LP1,111$48.7K0.02%
Plato Investment Management Ltd1,076$47.2K0.06%
American Capital Advisory, LLC838$36.8K0.03%
Abich Financial Wealth Management LLC749$32.9K0.03%
Jones Financial Companies LLLP665$29.2K0.00%
Larson Financial Group LLC460$20.2K0.00%
ICA Group Wealth Management, LLC449$19.7K0.00%
O'Dell Group, LLC430$18.9K0.00%
Central Trust Co369$16.2K0.00%
Rakuten Investment Management, Inc.260$11.6K0.00%
Private Wealth Management Group, LLC180$7.90K0.00%
Kiely Wealth Advisory Group, Inc.150$6.63K0.00%
Caitlin John, LLC147$6.45K0.01%
Semmax Financial Advisors Inc.147$5.78K0.00%
Fortitude Family Office, LLC118$5.18K0.00%
Rothschild Investment LLC116$5.09K0.00%
Atlantic Edge Private Wealth Management, LLC92$4.04K0.00%
Rakuten Securities, Inc.86$3.77K0.00%
Long Island Wealth Management, Inc.60$3.00K0.00%
Lee Financial Co68$2.98K0.00%
Valued Wealth Advisors LLC82$2.86K0.00%
Bruce G. Allen Investments, LLC47$2.06K0.00%
Planning Capital Management Corp47$2.06K0.00%
Valley National Advisers Inc55$2.00K0.00%
Turtle Creek Wealth Advisors, LLC26$1.14K0.00%
Kayne Anderson Rudnick Investment Management LLC25$1.10K0.00%
GW&K Investment Management, LLC33$1.00K0.00%
Sachetta, LLC14$6150.00%
Dunhill Financial, LLC13$5790.00%
Manchester Capital Management LLC8$3510.00%

Sold out (50)

Institutions that held Zions Bancorporation, National Association at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of ZION in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Loomis Sayles & Co L P2,481,311$86.6M
Renaissance Technologies LLC384,795$13.4M
ExodusPoint Capital Management, LP203,585$7.10M
Walleye Capital LLC171,419$5.98M
Holocene Advisors, LP157,617$5.50M
Stieven Capital Advisors, L.P.140,029$4.89M
Allianz Asset Management GmbH114,100$3.98M
Natixis107,615$3.75M
Bayesian Capital Management, LP60,800$2.12M
One Fin Capital Management LP60,000$2.09M
MSD Partners, L.P.48,134$1.68M
Interval Partners, LP30,794$1.07M
Jefferies Financial Group Inc.28,745$1.00M
Americana Partners, LLC27,469$951.3K
Schroder Investment Management Group22,709$792.3K
Donoghue Forlines LLC21,092$735.9K
Segall Bryant & Hamill, LLC19,311$673.8K
Hennessy Advisors Inc18,000$628.0K
National Wealth Management Group, LLC14,067$490.8K
XTX Topco Ltd12,347$430.8K
Westwood Holdings Group Inc.12,147$424.0K
Pinkerton Retirement Specialists, LLC11,566$403.5K
Byrne Asset Management LLC11,155$389.0K
Gotham Asset Management, LLC10,474$365.4K
Fox Run Management, L.L.C.10,296$359.2K
Bank of Nova Scotia10,295$359.2K
Connor, Clark & Lunn Investment Management Ltd.8,979$313.3K
Baird Financial Group, Inc.6,631$231.4K
Bailard, Inc.6,316$220.4K
Cutler Capital Management, LLC4,182$145.9K
Cullen/Frost Bankers, Inc.4,000$139.6K
Sentry Investment Management LLC871$30.0K
Register Financial Advisors LLC308$10.7K
Point72 Asset Management, L.P.261$9.10K
Fairfield Financial Advisors, LTD206$7.19K
Chesapeake Asset Management LLC200$6.98K
Concord Wealth Partners150$5.23K
Stonebridge Capital Advisors LLC130$4.54K
John W. Rosenthal Capital Management, Inc.130$4.54K
MCF Advisors LLC103$3.58K
Earnest Partners LLC75$2.62K
Baker Avenue Asset Management, LP70$2.44K
Front Row Advisors LLC51$1.78K
Macroview Investment Management LLC42$1.47K
Washington Trust Co30$1.05K
Cary Street Partner Investment Advisory LLC30$1.05K
SkyView Investment Advisors, LLC21$1.00K
North Star Investment Management Corp.11$384
West Paces Advisors Inc.10$349
Perkins Coie Trust Co8$279

Not filed for Q4 2023 yet (7)

Institutions that held Zions Bancorporation, National Association at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ZION in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al22,500$785.0K
Pathstone Family Office, LLC20,087$700.8K
Syntax Advisors, LLC14,114$492.4K
Advisor Partners II, LLC9,527$332.4K
First Republic Investment Management, Inc.8,870$309.5K
Sutton Wealth Advisors Inc.320$11.2K
Steward Financial Group LLC130$4.00K