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, Q1 2024
Institutional positions in Zions Bancorporation, National Association as of Mar 31, 2024. 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
- 460
- −11 vs. Q4 2023
- Shares held
- 112.9M
- −4.48M (−3.8%) vs. Q4 2023
- Total value
- $4.90B
- −$251.9M (−4.9%) vs. Q4 2023
- New holders
- 67
- 165 more added
- Sold out
- 78
- 172 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 4 | $174 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $175 | 0.00% | −15−78.9% | Reduced |
| Cornerstone Planning Group LLC | 4 | $175 | 0.00% | +4 | New |
| Larson Financial Group LLC | 5 | $207 | 0.00% | −455−98.9% | Reduced |
| Bokf, NA | 6 | $258 | 0.00% | −347−98.3% | Reduced |
| Sachetta, LLC | 14 | $615 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $671 | 0.00% | +2+15.4% | Added |
| Abound Wealth Management | 16 | $695 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 17 | $738 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 19 | $825 | 0.00% | +19 | New |
| Sofos Investments, Inc. | 20 | $889 | 0.00% | +20 | New |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | −9−27.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 24 | $1.04K | 0.00% | −21−46.7% | Reduced |
| TFC Financial Management | 24 | $1.04K | 0.00% | +24 | New |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.08K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 27 | $1.17K | 0.00% | −62,615−100.0% | Reduced |
| Trifecta Capital Advisors, LLC | 32 | $1.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $1.48K | 0.00% | +6+21.4% | Added |
| AdvisorNet Financial, Inc | 36 | $1.56K | 0.00% | −140−79.5% | Reduced |
| Johnson Financial Group, Inc. | 38 | $1.65K | 0.00% | −2,530−98.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 39 | $1.69K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 40 | $1.74K | 0.00% | −40−50.0% | Reduced |
| LifeSteps Financial, Inc. | 43 | $1.87K | 0.00% | +43 | New |
| Capital Advisors, Ltd. LLC | 41 | $2.00K | 0.00% | +21+105.0% | Added |
| Avion Wealth | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 47 | $2.04K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $2.21K | 0.00% | +51 | New |
| Lindbrook Capital, LLC | 59 | $2.56K | 0.00% | +21+55.3% | Added |
| Bruce G. Allen Investments, LLC | 68 | $2.95K | 0.00% | +21+44.7% | Added |
| Steward Partners Investment Advisory, LLC | 69 | $3.00K | 0.00% | −2,400−97.2% | Reduced |
| Valley National Advisers Inc | 80 | $3.00K | 0.00% | +25+45.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 73 | $3.19K | 0.00% | +73 | Added |
| Valued Wealth Advisors LLC | 74 | $3.21K | 0.00% | −8−9.8% | Reduced |
| Prestige Wealth Management Group LLC | 84 | $3.65K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 91 | $3.95K | 0.00% | +91 | New |
| Atlantic Edge Private Wealth Management, LLC | 92 | $3.99K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $4.34K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 106 | $4.60K | 0.00% | −90,469−99.9% | Reduced |
| Private Trust Co NA | 111 | $4.82K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $4.96K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 125 | $5.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 135 | $5.86K | 0.00% | −30−18.2% | Reduced |
| Bell Investment Advisors, Inc | 139 | $6.03K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 150 | $6.27K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 147 | $6.38K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 150 | $6.51K | 0.00% | +150 | New |
| Creative Financial Designs Inc | 151 | $6.55K | 0.00% | −215−58.7% | Reduced |
| Rothschild Investment LLC | 151 | $6.55K | 0.00% | +35+30.2% | Added |
| MCF Advisors LLC | 152 | $6.58K | 0.00% | +152 | New |
| Farmers & Merchants Investments Inc | 163 | $7.07K | 0.00% | +28+20.7% | Added |
| Private Wealth Management Group, LLC | 180 | $7.81K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 195 | $8.46K | 0.00% | +15+8.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 228 | $9.90K | 0.01% | +2+0.9% | Added |
| CoreCap Advisors, LLC | 244 | $10.6K | 0.00% | +244 | New |
| Rogco, LP | 250 | $10.8K | 0.00% | −296−54.2% | Reduced |
| Retirement Group, LLC | 250 | $10.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $10.8K | 0.00% | +250 | New |
| Rosenberg Matthew Hamilton | 289 | $12.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 297 | $13.0K | 0.01% | −269−47.5% | Reduced |
| Umb Bank N A | 300 | $13.0K | 0.00% | +38+14.5% | Added |
| Bogart Wealth, LLC | 323 | $14.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 356 | $14.5K | 0.00% | −18−4.8% | Reduced |
| Harbour Investments, Inc. | 337 | $14.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 342 | $14.8K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 360 | $15.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 363 | $15.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 369 | $16.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 374 | $16.2K | 0.00% | +300+405.4% | Added |
| First Horizon Advisors, Inc. | 386 | $16.8K | 0.00% | −97−20.1% | Reduced |
| IAG Wealth Partners, LLC | 400 | $17.4K | 0.00% | +400 | New |
| Jones Financial Companies LLLP | 408 | $17.7K | 0.00% | −257−38.6% | Reduced |
| ICA Group Wealth Management, LLC | 449 | $19.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 454 | $20.1K | 0.00% | −34,035−98.7% | Reduced |
| Mechanics Financial Corp | 525 | $22.8K | 0.01% | +125+31.3% | Added |
| Trust Co of Vermont | 530 | $23.0K | 0.00% | +100+23.3% | Added |
| Leonteq Securities AG | 586 | $25.4K | 0.00% | −81−12.1% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $26.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 605 | $26.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 650 | $28.0K | 0.01% | −6,703−91.2% | Reduced |
| Quent Capital, LLC | 660 | $28.7K | 0.00% | +6+0.9% | Added |
| Meeder Asset Management Inc | 724 | $31.4K | 0.00% | −165,979−99.6% | Reduced |
| Addison Advisors LLC | 724 | $31.4K | 0.01% | +80+12.4% | Added |
| Kozak & Associates, Inc. | 739 | $33.1K | 0.01% | +8+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 763 | $33.1K | 0.00% | −7,184−90.4% | Reduced |
| Parallel Advisors, LLC | 866 | $37.6K | 0.00% | +331+61.9% | Added |
| Raleigh Capital Management Inc. | 907 | $39.4K | 0.02% | +688+314.2% | Added |
| American Capital Advisory, LLC | 328 | $39.7K | 0.03% | −510−60.9% | Reduced |
| Albion Financial Group | 1,105 | $48.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,112 | $48.3K | 0.00% | +66+6.3% | Added |
| Abich Financial Wealth Management LLC | 1,121 | $48.7K | 0.04% | +372+49.7% | Added |
| Quadrant Capital Group LLC | 1,279 | $55.5K | 0.00% | +68+5.6% | Added |
| Harvest Fund Management Co., Ltd | 1,291 | $56.0K | 0.01% | −9,150−87.6% | Reduced |
| Spire Wealth Management | 1,389 | $60.3K | 0.00% | −192−12.1% | Reduced |
| Continuum Advisory, LLC | 1,541 | $68.3K | 0.01% | +1,541 | New |
| IFP Advisors, Inc | 1,665 | $72.3K | 0.00% | +356+27.2% | Added |
| Eagle Bay Advisors LLC | 1,735 | $75.3K | 0.05% | +197+12.8% | Added |
| Parkside Financial Bank & Trust | 1,754 | $76.1K | 0.01% | −147−7.7% | Reduced |