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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 1,934 | $84.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,966 | $86.0K | 0.00% | +415+26.8% | Added |
| Versant Capital Management, Inc | 2,121 | $93.0K | 0.03% | +2,076+4,613.3% | Added |
| GPS Wealth Strategies Group, LLC | 2,153 | $94.5K | 0.02% | +4+0.2% | Added |
| Nomura Asset Management Co Ltd | 2,346 | $102.9K | 0.00% | −87−3.6% | Reduced |
| Ionic Capital Management LLC | 2,394 | $105.0K | 0.05% | +2,394 | New |
| Steward Partners Investment Advisory, LLC | 2,469 | $108.3K | 0.00% | −1,550−38.6% | Reduced |
| Johnson Financial Group, Inc. | 2,568 | $112.7K | 0.01% | +38+1.5% | Added |
| Capstone Investment Advisors, LLC | 2,609 | $114.5K | 0.00% | −5,387−67.4% | Reduced |
| Hamilton Capital Partners Inc. | 2,822 | $123.8K | 0.02% | −5,920−67.7% | Reduced |
| Principal Securities, Inc. | 2,865 | $125.7K | 0.00% | +2,865 | New |
| EMC Capital Management | 3,615 | $159.0K | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,683 | $159.9K | 0.00% | +372+11.2% | Added |
| Quantbot Technologies LP | 3,739 | $164.0K | 0.01% | −21,064−84.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,811 | $167.2K | 0.00% | −101−2.6% | Reduced |
| Basswood Capital Management, L.L.C. | 3,896 | $170.9K | 0.01% | +3,896 | New |
| Daiwa Securities Group Inc. | 3,970 | $174.0K | 0.00% | +473+13.5% | Added |
| Credit Agricole S A | 4,192 | $183.9K | 0.00% | +2,799+200.9% | Added |
| Crewe Advisors LLC | 4,314 | $189.2K | 0.03% | +792+22.5% | Added |
| TD Private Client Wealth LLC | 4,499 | $197.4K | 0.01% | +1,898+73.0% | Added |
| Bank of Stockton | 4,811 | $200.2K | 0.07% | +4,811 | New |
| Traynor Capital Management, Inc. | 4,641 | $203.6K | 0.02% | +4,641 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,688 | $205.7K | 0.01% | +12+0.3% | Added |
| Sigma Planning Corp | 4,860 | $213.2K | 0.02% | −9,253−65.6% | Reduced |
| TrinityPoint Wealth, LLC | 4,906 | $215.2K | 0.04% | −862−14.9% | Reduced |
| Shell Asset Management Co | 4,950 | $217.0K | 0.01% | −1,497−23.2% | Reduced |
| Blackhawk Capital Partners LLC. | 4,983 | $218.6K | 0.15% | +4,983 | New |
| Forum Financial Management, LP | 4,998 | $219.3K | 0.00% | +4,998 | New |
| GAMMA Investing LLC | 5,252 | $220.1K | 0.06% | +5,252 | New |
| Johnson Investment Counsel Inc | 5,020 | $220.2K | 0.00% | +5,020 | New |
| Atom Investors LP | 5,069 | $222.4K | 0.04% | −963−16.0% | Reduced |
| Banco BTG Pactual S.A. | 5,000 | $223.3K | 0.05% | +5,000 | New |
| Whittier Trust Co of Nevada Inc | 5,095 | $223.5K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,099 | $223.7K | 0.00% | +5,099 | New |
| Norinchukin Bank, The | 5,104 | $223.9K | 0.01% | +5,104 | New |
| Raymond James Trust N.A. | 5,109 | $224.1K | 0.01% | +5,109 | New |
| Strategic Advocates LLC | 5,136 | $225.3K | 0.10% | −1,654−24.4% | Reduced |
| Empirical Finance, LLC | 5,164 | $226.5K | 0.02% | +5,164 | New |
| Salzhauer Michael | 5,200 | $228.1K | 0.20% | −1,000−16.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,278 | $231.5K | 0.02% | +5,278 | New |
| Riverwater Partners LLC | 5,308 | $232.9K | 0.18% | +5,308 | New |
| Toroso Investments, LLC | 5,363 | $235.3K | 0.01% | −6,367−54.3% | Reduced |
| Cubist Systematic Strategies, LLC | 5,412 | $237.4K | 0.00% | −14,489−72.8% | Reduced |
| CBOE Vest Financial, LLC | 5,463 | $239.7K | 0.01% | +5,463 | New |
| Global Retirement Partners, LLC | 5,857 | $241.1K | 0.01% | +571+10.8% | Added |
| Beacon Investment Advisory Services, Inc. | 5,549 | $243.4K | 0.01% | +5,549 | New |
| Lake Street Advisors Group, LLC | 5,610 | $246.1K | 0.01% | +5,610 | New |
| Advisory Services Network, LLC | 5,635 | $247.2K | 0.01% | −543−8.8% | Reduced |
| NorthRock Partners, LLC | 5,660 | $248.3K | 0.01% | +5,660 | New |
| Drive Wealth Management, LLC | 5,693 | $249.8K | 0.08% | +5,693 | New |
| Impact Partnership Wealth, LLC | 5,784 | $253.7K | 0.09% | +1,478+34.3% | Added |
| V-Square Quantitative Management LLC | 5,803 | $254.6K | 0.06% | +249+4.5% | Added |
| Douglas Lane & Associates, LLC | 5,870 | $257.5K | 0.00% | −100−1.7% | Reduced |
| CAPROCK Group, Inc. | 5,946 | $260.9K | 0.02% | −1,037−14.9% | Reduced |
| Centaurus Financial, Inc. | 5,956 | $261.0K | 0.02% | −229−3.7% | Reduced |
| Ingalls & Snyder LLC | 6,000 | $263.0K | 0.01% | +900+17.6% | Added |
| Davenport & Co LLC | 6,000 | $263.2K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,029 | $264.5K | 0.01% | −99−1.6% | Reduced |
| Fruth Investment Management | 6,100 | $267.0K | 0.07% | 00.0% | Unchanged |
| Blair William & Co | 6,090 | $267.2K | 0.00% | −1,776−22.6% | Reduced |
| Proequities, Inc. | 6,151 | $269.8K | 0.02% | +725+13.4% | Added |
| DRW Securities, LLC | 6,274 | $275.2K | 0.01% | +6,274 | New |
| IHT Wealth Management, LLC | 6,299 | $276.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,342 | $278.2K | 0.00% | +72+1.1% | Added |
| Boothbay Fund Management, LLC | 6,436 | $282.3K | 0.01% | +6,436 | New |
| MML Investors Services, LLC | 6,561 | $288.0K | 0.00% | +6,561 | New |
| Lido Advisors, LLC | 6,597 | $289.4K | 0.00% | +853+14.9% | Added |
| Bessemer Group Inc | 6,687 | $293.0K | 0.00% | +600+9.9% | Added |
| Crossmark Global Holdings, Inc. | 6,701 | $294.0K | 0.01% | −1,321−16.5% | Reduced |
| Apella Capital, LLC | 7,204 | $307.2K | 0.02% | −5−0.1% | Reduced |
| Mather Group, LLC. | 7,019 | $307.9K | 0.00% | +930+15.3% | Added |
| Axxcess Wealth Management, LLC | 7,100 | $311.5K | 0.01% | −5,300−42.7% | Reduced |
| Peterson Wealth Services | 7,070 | $313.5K | 0.13% | −78,422−91.7% | Reduced |
| Level Four Advisory Services, LLC | 7,253 | $318.2K | 0.02% | −1,688−18.9% | Reduced |
| Point72 Europe (London) LLP | 7,265 | $318.7K | 0.04% | +7,265 | New |
| Wedmont Private Capital | 7,179 | $319.8K | 0.03% | +7,179 | New |
| Geneos Wealth Management Inc. | 7,324 | $321.3K | 0.02% | +13+0.2% | Added |
| Paragon Capital Management Ltd | 7,326 | $321.4K | 0.07% | −1,830−20.0% | Reduced |
| Smartleaf Asset Management LLC | 7,353 | $328.3K | 0.09% | +7,353 | New |
| CSS LLC | 7,500 | $329.0K | 0.03% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 7,674 | $336.7K | 0.00% | +7,674 | New |
| New Mexico Educational Retirement Board | 7,672 | $337.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 7,685 | $337.1K | 0.01% | +7,685 | New |
| Carson Advisory Inc. | 7,750 | $340.0K | 0.26% | −74−0.9% | Reduced |
| Mutual Advisors, LLC | 7,769 | $340.8K | 0.01% | −726−8.5% | Reduced |
| Truist Financial Corp | 7,787 | $341.6K | 0.00% | +50+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 7,947 | $348.6K | 0.00% | −35−0.4% | Reduced |
| Clearstead Advisors, LLC | 8,136 | $356.9K | 0.02% | +571+7.5% | Added |
| Private Advisor Group, LLC | 8,174 | $358.6K | 0.00% | +8,174 | New |
| O'Shaughnessy Asset Management, LLC | 8,210 | $360.2K | 0.00% | +8,210 | New |
| Coldstream Capital Management Inc | 8,384 | $367.8K | 0.01% | −452−5.1% | Reduced |
| Panagora Asset Management Inc | 8,406 | $368.8K | 0.00% | +8,406 | New |
| Everence Capital Management Inc | 8,440 | $370.0K | 0.03% | +8,440 | New |
| Pitcairn Co | 8,529 | $374.2K | 0.03% | +463+5.7% | Added |
| CWM Advisors, LLC | 8,730 | $383.0K | 0.04% | −56−0.6% | Reduced |
| Financial Network Wealth Advisors LLC | 8,820 | $386.9K | 0.41% | +8,820 | New |
| EP Wealth Advisors, LLC | 8,831 | $387.4K | 0.00% | −2,879−24.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 8,909 | $390.8K | 0.00% | −1,541−14.7% | Reduced |
| HB Wealth Management, LLC | 8,964 | $393.3K | 0.01% | +1,555+21.0% | Added |
| Louisiana State Employees Retirement System | 9,000 | $394.8K | 0.01% | −200−2.2% | Reduced |