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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 20,369 | $893.6K | 0.01% | +12,657+164.1% | Added |
| Stifel Financial Corp | 20,017 | $878.1K | 0.00% | +881+4.6% | Added |
| Independent Financial Group, LLC | 19,892 | $872.7K | 0.05% | −21,850−52.3% | Reduced |
| Mutual of America Capital Management LLC | 19,826 | $869.8K | 0.01% | −907−4.4% | Reduced |
| MAI Capital Management | 19,557 | $858.0K | 0.01% | +231+1.2% | Added |
| CIBC Asset Management Inc | 19,547 | $857.5K | 0.00% | −340−1.7% | Reduced |
| Creative Planning | 19,251 | $844.5K | 0.00% | +1,033+5.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 19,209 | $842.7K | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 19,020 | $834.4K | 0.01% | −6,144−24.4% | Reduced |
| Canada Pension Plan Investment Board | 18,800 | $824.8K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 18,667 | $818.9K | 0.01% | +18,667 | New |
| Oak Thistle LLC | 18,326 | $804.0K | 0.23% | +18,326 | New |
| CWM, LLC | 18,252 | $801.0K | 0.00% | −100,446−84.6% | Reduced |
| Burns Matteson Capital Management, LLC | 18,132 | $796.2K | 0.56% | +18,132 | New |
| Aquila Investment Management LLC | 18,000 | $789.7K | 0.68% | +4,000+28.6% | Added |
| Millennium Management LLC | 17,902 | $785.4K | 0.00% | −1,658,363−98.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 17,397 | $763.6K | 0.00% | +1,693+10.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 17,126 | $751.3K | 0.07% | +3,575+26.4% | Added |
| US Bancorp | 17,110 | $750.6K | 0.00% | +69+0.4% | Added |
| Zions Bancorporation, N.A. | 16,343 | $717.0K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 16,037 | $703.5K | 0.07% | +16,037 | New |
| NBC Securities, Inc. | 16,007 | $702.0K | 0.07% | +1,928+13.7% | Added |
| State of Alaska, Department of Revenue | 15,998 | $701.0K | 0.01% | −1,605−9.1% | Reduced |
| Quest Partners LLC | 15,426 | $676.7K | 0.14% | +15,426 | New |
| Winton Group Ltd | 15,358 | $673.8K | 0.05% | −2,510−14.0% | Reduced |
| Farther Finance Advisors, LLC | 15,333 | $672.6K | 0.05% | +1,005+7.0% | Added |
| Zacks Investment Management | 15,312 | $671.8K | 0.01% | +171+1.1% | Added |
| GWM Advisors LLC | 15,290 | $664.1K | 0.01% | +7,429+94.5% | Added |
| TCI Wealth Advisors, Inc. | 14,908 | $654.0K | 0.07% | −10.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 14,559 | $638.7K | 0.53% | +50.0% | Added |
| Gsa Capital Partners LLP | 14,396 | $632.0K | 0.05% | +14,396 | New |
| MainStreet Investment Advisors LLC | 14,217 | $623.7K | 0.07% | −119−0.8% | Reduced |
| Storebrand Asset Management AS | 13,592 | $596.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,469 | $590.9K | 0.24% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13,459 | $582.9K | 0.13% | +150+1.1% | Added |
| Massmutual Trust Co FSB | 13,189 | $578.6K | 0.02% | −728−5.2% | Reduced |
| Charles Schwab Trust Co | 13,000 | $570.3K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,820 | $562.0K | 0.01% | −15,598−54.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,801 | $561.0K | 0.01% | −665−4.9% | Reduced |
| Sierra Summit Advisors LLC | 12,697 | $557.0K | 0.16% | +12,697 | New |
| Greenland Capital Management LP | 12,521 | $549.3K | 0.08% | +12,521 | New |
| United Capital Financial Advisers, LLC | 12,420 | $544.9K | 0.00% | +12,420 | New |
| Hoylecohen, LLC | 12,399 | $544.0K | 0.04% | +50.0% | Added |
| Vantage Consulting Group Inc | 12,027 | $527.6K | 0.35% | −2,087−14.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $526.4K | 0.18% | 00.0% | Unchanged |
| Veriti Management LLC | 11,934 | $523.5K | 0.05% | −313−2.6% | Reduced |
| Kentucky Retirement Systems | 11,854 | $520.0K | 0.02% | +605+5.4% | Added |
| Sendero Wealth Management, LLC | 11,803 | $517.8K | 0.10% | +1,165+11.0% | Added |
| Verition Fund Management LLC | 11,707 | $513.6K | 0.01% | −7,791−40.0% | Reduced |
| Acorn Financial Advisory Services Inc | 11,684 | $512.6K | 0.09% | +120+1.0% | Added |
| Oregon Public Employees Retirement Fund | 11,587 | $508.3K | 0.01% | +100+0.9% | Added |
| Maryland State Retirement & Pension System | 11,548 | $506.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 11,406 | $500.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,317 | $496.5K | 0.02% | −2,983−20.9% | Reduced |
| Glenmede Trust Co NA | 11,256 | $493.8K | 0.00% | +1,191+11.8% | Added |
| Simmons Bank | 11,200 | $491.3K | 0.04% | −185−1.6% | Reduced |
| Vestcor Inc | 11,147 | $489.0K | 0.02% | +547+5.2% | Added |
| Standard Life Aberdeen plc | 11,071 | $485.7K | 0.00% | −196−1.7% | Reduced |
| Amundi | 10,692 | $470.9K | 0.00% | −138,259−92.8% | Reduced |
| M&T Bank Corp | 10,698 | $469.3K | 0.00% | −753−6.6% | Reduced |
| KBC Group NV | 10,447 | $458.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10,441 | $457.0K | 0.07% | +583+5.9% | Added |
| Tactive Advisors, LLC | 10,406 | $456.5K | 0.29% | +10,406 | New |
| Avaii Wealth Management, LLC | 10,301 | $451.9K | 0.29% | −1,301−11.2% | Reduced |
| Jacobsen Capital Management | 10,210 | $447.9K | 0.23% | +10,210 | New |
| Kestra Advisory Services, LLC | 10,124 | $444.1K | 0.00% | −202−2.0% | Reduced |
| Hartford Investment Management Co | 9,993 | $438.4K | 0.02% | −151−1.5% | Reduced |
| Pacer Advisors, Inc. | 9,936 | $435.9K | 0.00% | −177,979−94.7% | Reduced |
| Sippican Capital Advisors | 9,500 | $416.8K | 0.33% | +9,500 | New |
| Picton Mahoney Asset Management | 9,480 | $415.0K | 0.02% | +9,480 | New |
| Summit Trail Advisors, LLC | 9,348 | $410.1K | 0.01% | +207+2.3% | Added |
| Securian Asset Management, Inc | 9,347 | $410.1K | 0.01% | −1,235−11.7% | Reduced |
| Louisiana State Employees Retirement System | 9,000 | $394.8K | 0.01% | −200−2.2% | Reduced |
| HB Wealth Management, LLC | 8,964 | $393.3K | 0.01% | +1,555+21.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,909 | $390.8K | 0.00% | −1,541−14.7% | Reduced |
| EP Wealth Advisors, LLC | 8,831 | $387.4K | 0.00% | −2,879−24.6% | Reduced |
| Financial Network Wealth Advisors LLC | 8,820 | $386.9K | 0.41% | +8,820 | New |
| CWM Advisors, LLC | 8,730 | $383.0K | 0.04% | −56−0.6% | Reduced |
| Pitcairn Co | 8,529 | $374.2K | 0.03% | +463+5.7% | Added |
| Everence Capital Management Inc | 8,440 | $370.0K | 0.03% | +8,440 | New |
| Panagora Asset Management Inc | 8,406 | $368.8K | 0.00% | +8,406 | New |
| Coldstream Capital Management Inc | 8,384 | $367.8K | 0.01% | −452−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,210 | $360.2K | 0.00% | +8,210 | New |
| Private Advisor Group, LLC | 8,174 | $358.6K | 0.00% | +8,174 | New |
| Clearstead Advisors, LLC | 8,136 | $356.9K | 0.02% | +571+7.5% | Added |
| Allspring Global Investments Holdings, LLC | 7,947 | $348.6K | 0.00% | −35−0.4% | Reduced |
| Truist Financial Corp | 7,787 | $341.6K | 0.00% | +50+0.6% | Added |
| Mutual Advisors, LLC | 7,769 | $340.8K | 0.01% | −726−8.5% | Reduced |
| Carson Advisory Inc. | 7,750 | $340.0K | 0.26% | −74−0.9% | Reduced |
| Profund Advisors LLC | 7,685 | $337.1K | 0.01% | +7,685 | New |
| New Mexico Educational Retirement Board | 7,672 | $337.0K | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 7,674 | $336.7K | 0.00% | +7,674 | New |
| CSS LLC | 7,500 | $329.0K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 7,353 | $328.3K | 0.09% | +7,353 | New |
| Paragon Capital Management Ltd | 7,326 | $321.4K | 0.07% | −1,830−20.0% | Reduced |
| Geneos Wealth Management Inc. | 7,324 | $321.3K | 0.02% | +13+0.2% | Added |
| Wedmont Private Capital | 7,179 | $319.8K | 0.03% | +7,179 | New |
| Point72 Europe (London) LLP | 7,265 | $318.7K | 0.04% | +7,265 | New |
| Level Four Advisory Services, LLC | 7,253 | $318.2K | 0.02% | −1,688−18.9% | Reduced |
| Peterson Wealth Services | 7,070 | $313.5K | 0.13% | −78,422−91.7% | Reduced |