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 |
|---|---|---|---|---|---|
| Rogco, LP | 546 | $24.0K | 0.01% | −103−15.9% | Reduced |
| Parallel Advisors, LLC | 535 | $23.5K | 0.00% | −42−7.3% | Reduced |
| First Horizon Advisors, Inc. | 483 | $21.2K | 0.00% | +75+18.4% | Added |
| Larson Financial Group LLC | 460 | $20.2K | 0.00% | +460 | New |
| ICA Group Wealth Management, LLC | 449 | $19.7K | 0.00% | +449 | New |
| O'Dell Group, LLC | 430 | $18.9K | 0.00% | +430 | New |
| Trust Co of Vermont | 430 | $18.9K | 0.00% | −33−7.1% | Reduced |
| Mechanics Financial Corp | 400 | $17.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 374 | $16.4K | 0.00% | −7−1.8% | Reduced |
| Central Trust Co | 369 | $16.2K | 0.00% | +369 | New |
| Creative Financial Designs Inc | 366 | $16.1K | 0.00% | +215+142.4% | Added |
| Tanglewood Legacy Advisors, LLC | 363 | $15.9K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 353 | $15.5K | 0.00% | +339+2,421.4% | Added |
| Boit C F David | 360 | $15.1K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 342 | $15.0K | 0.00% | +19+5.9% | Added |
| Harbour Investments, Inc. | 337 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 323 | $14.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 289 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 260 | $11.6K | 0.00% | +260 | New |
| Umb Bank N A | 262 | $11.5K | 0.00% | −66−20.1% | Reduced |
| Retirement Group, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 226 | $9.90K | 0.01% | +3+1.3% | Added |
| Raleigh Capital Management Inc. | 219 | $9.62K | 0.00% | +81+58.7% | 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 |
| AdvisorNet Financial, Inc | 176 | $7.72K | 0.00% | +10+6.0% | Added |
| JFS Wealth Advisors, LLC | 165 | $7.24K | 0.00% | +28+20.4% | Added |
| Kiely Wealth Advisory Group, Inc. | 150 | $6.63K | 0.00% | +150 | New |
| Caitlin John, LLC | 147 | $6.45K | 0.01% | +147 | New |
| Bell Investment Advisors, Inc | 139 | $6.10K | 0.00% | −34−19.7% | Reduced |
| Farmers & Merchants Investments Inc | 135 | $5.92K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 147 | $5.78K | 0.00% | +147 | New |
| Bank of New Hampshire | 125 | $5.48K | 0.00% | −175−58.3% | Reduced |
| Fortitude Family Office, LLC | 118 | $5.18K | 0.00% | +118 | New |
| Rothschild Investment LLC | 116 | $5.09K | 0.00% | +116 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $5.03K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 111 | $4.87K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $4.39K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 92 | $4.04K | 0.00% | +92 | New |
| Rakuten Securities, Inc. | 86 | $3.77K | 0.00% | +86 | New |
| Prestige Wealth Management Group LLC | 84 | $3.69K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 80 | $3.51K | 0.00% | −83−50.9% | Reduced |
| Venturi Wealth Management, LLC | 74 | $3.25K | 0.00% | −64−46.4% | Reduced |
| Long Island Wealth Management, Inc. | 60 | $3.00K | 0.00% | +60 | New |
| Lee Financial Co | 68 | $2.98K | 0.00% | +68 | New |
| Valued Wealth Advisors LLC | 82 | $2.86K | 0.00% | +82 | New |
| Cape Investment Advisory, Inc. | 50 | $2.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $2.06K | 0.00% | +47 | New |
| Planning Capital Management Corp | 47 | $2.06K | 0.00% | +47 | New |
| Valley National Advisers Inc | 55 | $2.00K | 0.00% | +55 | New |
| Colonial Trust Advisors | 45 | $1.97K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 39 | $1.71K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $1.67K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $1.57K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 32 | $1.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.23K | 0.00% | −11−28.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 26 | $1.14K | 0.00% | +26 | New |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.10K | 0.00% | +25 | New |
| 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 |
| Your Advocates Ltd., LLP | 19 | $812 | 0.00% | +6+46.2% | Added |
| Gradient Investments LLC | 17 | $746 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $702 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $615 | 0.00% | +14 | New |
| Dunhill Financial, LLC | 13 | $579 | 0.00% | +13 | New |
| Qube Research & Technologies Ltd | 10 | $439 | 0.00% | −7,282−99.9% | Reduced |
| Manchester Capital Management LLC | 8 | $351 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 4 | $175 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 0 | $1 | 0.00% | −73−100.0% | Reduced |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −2,481,311−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −384,795−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −203,585−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −171,419−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −157,617−100.0% | Sold out |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −140,029−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −114,100−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −107,615−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −60,800−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −48,134−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −30,794−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −28,745−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −27,469−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −22,709−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −21,092−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −19,311−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −14,067−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,347−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −12,147−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −11,566−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −11,155−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,474−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,296−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −10,295−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,979−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −6,631−100.0% | Sold out |