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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 7,100 | $311.5K | 0.01% | −5,300−42.7% | Reduced |
| Mather Group, LLC. | 7,019 | $307.9K | 0.00% | +930+15.3% | Added |
| Apella Capital, LLC | 7,204 | $307.2K | 0.02% | −5−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 6,701 | $294.0K | 0.01% | −1,321−16.5% | Reduced |
| Bessemer Group Inc | 6,687 | $293.0K | 0.00% | +600+9.9% | Added |
| Lido Advisors, LLC | 6,597 | $289.4K | 0.00% | +853+14.9% | Added |
| MML Investors Services, LLC | 6,561 | $288.0K | 0.00% | +6,561 | New |
| Boothbay Fund Management, LLC | 6,436 | $282.3K | 0.01% | +6,436 | New |
| Allworth Financial LP | 6,342 | $278.2K | 0.00% | +72+1.1% | Added |
| IHT Wealth Management, LLC | 6,299 | $276.3K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 6,274 | $275.2K | 0.01% | +6,274 | New |
| Proequities, Inc. | 6,151 | $269.8K | 0.02% | +725+13.4% | Added |
| Blair William & Co | 6,090 | $267.2K | 0.00% | −1,776−22.6% | Reduced |
| Fruth Investment Management | 6,100 | $267.0K | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 6,029 | $264.5K | 0.01% | −99−1.6% | Reduced |
| Davenport & Co LLC | 6,000 | $263.2K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 6,000 | $263.0K | 0.01% | +900+17.6% | Added |
| Centaurus Financial, Inc. | 5,956 | $261.0K | 0.02% | −229−3.7% | Reduced |
| CAPROCK Group, Inc. | 5,946 | $260.9K | 0.02% | −1,037−14.9% | Reduced |
| Douglas Lane & Associates, LLC | 5,870 | $257.5K | 0.00% | −100−1.7% | Reduced |
| V-Square Quantitative Management LLC | 5,803 | $254.6K | 0.06% | +249+4.5% | Added |
| Impact Partnership Wealth, LLC | 5,784 | $253.7K | 0.09% | +1,478+34.3% | Added |
| Drive Wealth Management, LLC | 5,693 | $249.8K | 0.08% | +5,693 | New |
| NorthRock Partners, LLC | 5,660 | $248.3K | 0.01% | +5,660 | New |
| Advisory Services Network, LLC | 5,635 | $247.2K | 0.01% | −543−8.8% | Reduced |
| Lake Street Advisors Group, LLC | 5,610 | $246.1K | 0.01% | +5,610 | New |
| Beacon Investment Advisory Services, Inc. | 5,549 | $243.4K | 0.01% | +5,549 | New |
| Global Retirement Partners, LLC | 5,857 | $241.1K | 0.01% | +571+10.8% | Added |
| CBOE Vest Financial, LLC | 5,463 | $239.7K | 0.01% | +5,463 | New |
| Cubist Systematic Strategies, LLC | 5,412 | $237.4K | 0.00% | −14,489−72.8% | Reduced |
| Toroso Investments, LLC | 5,363 | $235.3K | 0.01% | −6,367−54.3% | Reduced |
| Riverwater Partners LLC | 5,308 | $232.9K | 0.18% | +5,308 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,278 | $231.5K | 0.02% | +5,278 | New |
| Salzhauer Michael | 5,200 | $228.1K | 0.20% | −1,000−16.1% | Reduced |
| Empirical Finance, LLC | 5,164 | $226.5K | 0.02% | +5,164 | New |
| Strategic Advocates LLC | 5,136 | $225.3K | 0.10% | −1,654−24.4% | Reduced |
| Raymond James Trust N.A. | 5,109 | $224.1K | 0.01% | +5,109 | New |
| Norinchukin Bank, The | 5,104 | $223.9K | 0.01% | +5,104 | New |
| Moneta Group Investment Advisors LLC | 5,099 | $223.7K | 0.00% | +5,099 | New |
| Whittier Trust Co of Nevada Inc | 5,095 | $223.5K | 0.01% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 5,000 | $223.3K | 0.05% | +5,000 | New |
| Atom Investors LP | 5,069 | $222.4K | 0.04% | −963−16.0% | Reduced |
| Johnson Investment Counsel Inc | 5,020 | $220.2K | 0.00% | +5,020 | New |
| GAMMA Investing LLC | 5,252 | $220.1K | 0.06% | +5,252 | New |
| Forum Financial Management, LP | 4,998 | $219.3K | 0.00% | +4,998 | New |
| Blackhawk Capital Partners LLC. | 4,983 | $218.6K | 0.15% | +4,983 | New |
| Shell Asset Management Co | 4,950 | $217.0K | 0.01% | −1,497−23.2% | Reduced |
| TrinityPoint Wealth, LLC | 4,906 | $215.2K | 0.04% | −862−14.9% | Reduced |
| Sigma Planning Corp | 4,860 | $213.2K | 0.02% | −9,253−65.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,688 | $205.7K | 0.01% | +12+0.3% | Added |
| Traynor Capital Management, Inc. | 4,641 | $203.6K | 0.02% | +4,641 | New |
| Bank of Stockton | 4,811 | $200.2K | 0.07% | +4,811 | New |
| TD Private Client Wealth LLC | 4,499 | $197.4K | 0.01% | +1,898+73.0% | Added |
| Crewe Advisors LLC | 4,314 | $189.2K | 0.03% | +792+22.5% | Added |
| Credit Agricole S A | 4,192 | $183.9K | 0.00% | +2,799+200.9% | Added |
| Daiwa Securities Group Inc. | 3,970 | $174.0K | 0.00% | +473+13.5% | Added |
| Basswood Capital Management, L.L.C. | 3,896 | $170.9K | 0.01% | +3,896 | New |
| Northwestern Mutual Wealth Management Co | 3,811 | $167.2K | 0.00% | −101−2.6% | Reduced |
| Quantbot Technologies LP | 3,739 | $164.0K | 0.01% | −21,064−84.9% | Reduced |
| Horizon Investments, LLC | 3,683 | $159.9K | 0.00% | +372+11.2% | Added |
| EMC Capital Management | 3,615 | $159.0K | 0.11% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,865 | $125.7K | 0.00% | +2,865 | New |
| Hamilton Capital Partners Inc. | 2,822 | $123.8K | 0.02% | −5,920−67.7% | Reduced |
| Capstone Investment Advisors, LLC | 2,609 | $114.5K | 0.00% | −5,387−67.4% | Reduced |
| Johnson Financial Group, Inc. | 2,568 | $112.7K | 0.01% | +38+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,469 | $108.3K | 0.00% | −1,550−38.6% | Reduced |
| Ionic Capital Management LLC | 2,394 | $105.0K | 0.05% | +2,394 | New |
| Nomura Asset Management Co Ltd | 2,346 | $102.9K | 0.00% | −87−3.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,153 | $94.5K | 0.02% | +4+0.2% | Added |
| Versant Capital Management, Inc | 2,121 | $93.0K | 0.03% | +2,076+4,613.3% | Added |
| Ci Investments Inc. | 1,966 | $86.0K | 0.00% | +415+26.8% | Added |
| Ameritas Investment Partners, Inc. | 1,934 | $84.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,901 | $83.4K | 0.02% | +180+10.5% | Added |
| Ronald Blue Trust, Inc. | 2,283 | $80.0K | 0.00% | +185+8.8% | Added |
| UniSuper Management Pty Ltd | 1,707 | $74.9K | 0.00% | +1,707 | New |
| Eagle Bay Advisors LLC | 1,538 | $67.5K | 0.04% | −473−23.5% | Reduced |
| Spire Wealth Management | 1,581 | $65.8K | 0.00% | −214−11.9% | Reduced |
| Asset Management One Co.,Ltd. | 1,437 | $64.2K | 0.00% | +13+0.9% | Added |
| New Millennium Group LLC | 1,413 | $62.0K | 0.05% | −271−16.1% | Reduced |
| West Tower Group, LLC | 1,387 | $60.8K | 0.12% | +1,387 | New |
| IFP Advisors, Inc | 1,309 | $57.4K | 0.00% | +867+196.2% | Added |
| Quadrant Capital Group LLC | 1,211 | $53.1K | 0.00% | −214−15.0% | Reduced |
| Quarry LP | 1,111 | $48.7K | 0.02% | +1,111 | New |
| Albion Financial Group | 1,105 | $48.5K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,076 | $47.2K | 0.06% | +1,076 | New |
| Signaturefd, LLC | 1,046 | $45.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,000 | $43.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 875 | $38.4K | 0.01% | +201+29.8% | Added |
| American Capital Advisory, LLC | 838 | $36.8K | 0.03% | +838 | New |
| Abich Financial Wealth Management LLC | 749 | $32.9K | 0.03% | +749 | New |
| Kozak & Associates, Inc. | 731 | $30.1K | 0.01% | +8+1.1% | Added |
| Leonteq Securities AG | 667 | $29.3K | 0.00% | −231−25.7% | Reduced |
| Jones Financial Companies LLLP | 665 | $29.2K | 0.00% | +665 | New |
| Penserra Capital Management LLC | 674 | $29.0K | 0.00% | −144−17.6% | Reduced |
| Quent Capital, LLC | 654 | $28.7K | 0.00% | −128−16.4% | Reduced |
| Federated Hermes, Inc. | 645 | $28.3K | 0.00% | +331+105.4% | Added |
| Addison Advisors LLC | 644 | $28.3K | 0.01% | +222+52.6% | Added |
| Deseret Mutual Benefit Administrators | 605 | $26.5K | 0.02% | −141−18.9% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $26.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 566 | $25.0K | 0.02% | −3,801−87.0% | Reduced |