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, Q4 2023
Institutional positions in Zions Bancorporation, National Association as of Dec 31, 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
- 472
- +50 vs. Q3 2023
- Shares held
- 117.4M
- −33.6K (0.0%) vs. Q3 2023
- Total value
- $5.15B
- +$1.05B (+25.6%) vs. Q3 2023
- New holders
- 100
- 165 more added
- Sold out
- 50
- 149 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Synergies Wealth Advisors, Inc. | 0 | $1 | 0.00% | −73−100.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $175 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $351 | 0.00% | +8 | New |
| Qube Research & Technologies Ltd | 10 | $439 | 0.00% | −7,282−99.9% | Reduced |
| Dunhill Financial, LLC | 13 | $579 | 0.00% | +13 | New |
| Sachetta, LLC | 14 | $615 | 0.00% | +14 | New |
| Abound Wealth Management | 16 | $702 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 17 | $746 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 19 | $812 | 0.00% | +6+46.2% | Added |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $1.00K | 0.00% | +16+94.1% | Added |
| GW&K Investment Management, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.10K | 0.00% | +25 | New |
| Turtle Creek Wealth Advisors, LLC | 26 | $1.14K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 28 | $1.23K | 0.00% | −11−28.2% | Reduced |
| Trifecta Capital Advisors, LLC | 32 | $1.40K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $1.57K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $1.67K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 39 | $1.71K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 45 | $1.97K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 55 | $2.00K | 0.00% | +55 | New |
| Bruce G. Allen Investments, LLC | 47 | $2.06K | 0.00% | +47 | New |
| Planning Capital Management Corp | 47 | $2.06K | 0.00% | +47 | New |
| Cape Investment Advisory, Inc. | 50 | $2.19K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 82 | $2.86K | 0.00% | +82 | New |
| Lee Financial Co | 68 | $2.98K | 0.00% | +68 | New |
| Long Island Wealth Management, Inc. | 60 | $3.00K | 0.00% | +60 | New |
| Venturi Wealth Management, LLC | 74 | $3.25K | 0.00% | −64−46.4% | Reduced |
| Whittier Trust Co | 80 | $3.51K | 0.00% | −83−50.9% | Reduced |
| Prestige Wealth Management Group LLC | 84 | $3.69K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 86 | $3.77K | 0.00% | +86 | New |
| Atlantic Edge Private Wealth Management, LLC | 92 | $4.04K | 0.00% | +92 | New |
| Hollencrest Capital Management | 100 | $4.39K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 111 | $4.87K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $5.03K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 116 | $5.09K | 0.00% | +116 | New |
| Fortitude Family Office, LLC | 118 | $5.18K | 0.00% | +118 | New |
| Bank of New Hampshire | 125 | $5.48K | 0.00% | −175−58.3% | Reduced |
| Semmax Financial Advisors Inc. | 147 | $5.78K | 0.00% | +147 | New |
| Farmers & Merchants Investments Inc | 135 | $5.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 139 | $6.10K | 0.00% | −34−19.7% | Reduced |
| Caitlin John, LLC | 147 | $6.45K | 0.01% | +147 | New |
| Kiely Wealth Advisory Group, Inc. | 150 | $6.63K | 0.00% | +150 | New |
| JFS Wealth Advisors, LLC | 165 | $7.24K | 0.00% | +28+20.4% | Added |
| AdvisorNet Financial, Inc | 176 | $7.72K | 0.00% | +10+6.0% | Added |
| Huntington National Bank | 180 | $7.90K | 0.00% | −13−6.7% | Reduced |
| Private Wealth Management Group, LLC | 180 | $7.90K | 0.00% | +180 | New |
| Raleigh Capital Management Inc. | 219 | $9.62K | 0.00% | +81+58.7% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 226 | $9.90K | 0.01% | +3+1.3% | Added |
| Retirement Group, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 262 | $11.5K | 0.00% | −66−20.1% | Reduced |
| Rakuten Investment Management, Inc. | 260 | $11.6K | 0.00% | +260 | New |
| Rosenberg Matthew Hamilton | 289 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 323 | $14.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 337 | $14.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 342 | $15.0K | 0.00% | +19+5.9% | Added |
| Boit C F David | 360 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 353 | $15.5K | 0.00% | +339+2,421.4% | Added |
| Tanglewood Legacy Advisors, LLC | 363 | $15.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 366 | $16.1K | 0.00% | +215+142.4% | Added |
| Central Trust Co | 369 | $16.2K | 0.00% | +369 | New |
| EverSource Wealth Advisors, LLC | 374 | $16.4K | 0.00% | −7−1.8% | Reduced |
| Mechanics Financial Corp | 400 | $17.5K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 430 | $18.9K | 0.00% | −33−7.1% | Reduced |
| O'Dell Group, LLC | 430 | $18.9K | 0.00% | +430 | New |
| ICA Group Wealth Management, LLC | 449 | $19.7K | 0.00% | +449 | New |
| Larson Financial Group LLC | 460 | $20.2K | 0.00% | +460 | New |
| First Horizon Advisors, Inc. | 483 | $21.2K | 0.00% | +75+18.4% | Added |
| Parallel Advisors, LLC | 535 | $23.5K | 0.00% | −42−7.3% | Reduced |
| Rogco, LP | 546 | $24.0K | 0.01% | −103−15.9% | Reduced |
| Covestor Ltd | 566 | $25.0K | 0.02% | −3,801−87.0% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $26.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 605 | $26.5K | 0.02% | −141−18.9% | Reduced |
| Addison Advisors LLC | 644 | $28.3K | 0.01% | +222+52.6% | Added |
| Federated Hermes, Inc. | 645 | $28.3K | 0.00% | +331+105.4% | Added |
| Quent Capital, LLC | 654 | $28.7K | 0.00% | −128−16.4% | Reduced |
| Penserra Capital Management LLC | 674 | $29.0K | 0.00% | −144−17.6% | Reduced |
| Jones Financial Companies LLLP | 665 | $29.2K | 0.00% | +665 | New |
| Leonteq Securities AG | 667 | $29.3K | 0.00% | −231−25.7% | Reduced |
| Kozak & Associates, Inc. | 731 | $30.1K | 0.01% | +8+1.1% | Added |
| Abich Financial Wealth Management LLC | 749 | $32.9K | 0.03% | +749 | New |
| American Capital Advisory, LLC | 838 | $36.8K | 0.03% | +838 | New |
| Glassman Wealth Services | 875 | $38.4K | 0.01% | +201+29.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $43.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,046 | $45.9K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,076 | $47.2K | 0.06% | +1,076 | New |
| Albion Financial Group | 1,105 | $48.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,111 | $48.7K | 0.02% | +1,111 | New |
| Quadrant Capital Group LLC | 1,211 | $53.1K | 0.00% | −214−15.0% | Reduced |
| IFP Advisors, Inc | 1,309 | $57.4K | 0.00% | +867+196.2% | Added |
| West Tower Group, LLC | 1,387 | $60.8K | 0.12% | +1,387 | New |
| New Millennium Group LLC | 1,413 | $62.0K | 0.05% | −271−16.1% | Reduced |
| Asset Management One Co.,Ltd. | 1,437 | $64.2K | 0.00% | +13+0.9% | Added |
| Spire Wealth Management | 1,581 | $65.8K | 0.00% | −214−11.9% | Reduced |
| Eagle Bay Advisors LLC | 1,538 | $67.5K | 0.04% | −473−23.5% | Reduced |
| UniSuper Management Pty Ltd | 1,707 | $74.9K | 0.00% | +1,707 | New |
| Ronald Blue Trust, Inc. | 2,283 | $80.0K | 0.00% | +185+8.8% | Added |
| Parkside Financial Bank & Trust | 1,901 | $83.4K | 0.02% | +180+10.5% | Added |