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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.

Institutional holdersQ1 2024: 460 institutions
Q1 2021: 431 institutionsQ2 2021: 431 institutionsQ3 2021: 445 institutionsQ4 2021: 473 institutionsQ1 2022: 514 institutionsQ2 2022: 491 institutionsQ3 2022: 491 institutionsQ4 2022: 496 institutionsQ1 2023: 451 institutionsQ2 2023: 424 institutionsQ3 2023: 429 institutionsQ4 2023: 472 institutionsQ1 2024: 460 institutionsQ2 2024: 432 institutionsQ3 2024: 470 institutionsQ4 2024: 474 institutionsQ1 2025: 499 institutionsQ2 2025: 493 institutionsQ3 2025: 514 institutionsQ4 2025: 558 institutionsQ1 2026: 566 institutionsQ2 2026: 600 institutions
Value heldQ1 2024: $4.90B
Q1 2021: $7.48BQ2 2021: $7.17BQ3 2021: $8.15BQ4 2021: $7.91BQ1 2022: $8.15BQ2 2022: $6.19BQ3 2022: $6.33BQ4 2022: $6.17BQ1 2023: $3.74BQ2 2023: $3.21BQ3 2023: $4.10BQ4 2023: $5.15BQ1 2024: $4.90BQ2 2024: $4.97BQ3 2024: $5.30BQ4 2024: $6.25BQ1 2025: $5.78BQ2 2025: $6.02BQ3 2025: $6.61BQ4 2025: $6.97BQ1 2026: $6.66BQ2 2026: $8.43B
Institutions holding ZION and their total value by quarter
QuarterHoldersValue
Q2 2026600$8.43B
Q1 2026566$6.66B
Q4 2025558$6.97B
Q3 2025514$6.61B
Q2 2025493$6.02B
Q1 2025499$5.78B
Q4 2024474$6.25B
Q3 2024470$5.30B
Q2 2024432$4.97B
Q1 2024460$4.90B
Q4 2023472$5.15B
Q3 2023429$4.10B
Q2 2023424$3.21B
Q1 2023451$3.74B
Q4 2022496$6.17B
Q3 2022491$6.33B
Q2 2022491$6.19B
Q1 2022514$8.15B
Q4 2021473$7.91B
Q3 2021445$8.15B
Q2 2021431$7.17B
Q1 2021431$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.

Institutions holding ZION in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Veriti Management LLC10,527$456.9K0.03%−1,407−11.8%Reduced
Envestnet Portfolio Solutions, Inc.10,589$459.6K0.00%+1,680+18.9%Added
Acorn Financial Advisory Services Inc10,653$462.4K0.09%−1,031−8.8%Reduced
Kestra Advisory Services, LLC10,900$473.0K0.00%+776+7.7%Added
Trustmark National Bank Trust Department10,916$473.8K0.04%+10,916New
KBC Group NV11,071$480.0K0.00%+624+6.0%Added
Vestcor Inc11,147$484.0K0.02%00.0%Unchanged
O'Shaughnessy Asset Management, LLC11,271$489.2K0.01%+3,061+37.3%Added
Public Employees Retirement Association of Colorado11,406$495.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC11,429$496.0K0.02%+10,429+1,042.9%Added
United Capital Financial Advisers, LLC11,590$503.0K0.00%−830−6.7%Reduced
XTX Topco Ltd11,739$509.5K0.07%+11,739New
United Services Automobile Association11,780$511.3K0.01%+11,780New
Point72 Europe (London) LLP11,800$512.1K0.05%+4,535+62.4%Added
Sendero Wealth Management, LLC11,803$512.3K0.09%00.0%Unchanged
UMA Financial Services, Inc.12,983$512.8K0.11%−476−3.5%Reduced
Supplemental Annuity Collective Trust of NJ12,000$520.8K0.16%00.0%Unchanged
Securian Asset Management, Inc12,183$528.7K0.02%+2,836+30.3%Added
Hoylecohen, LLC12,337$535.4K0.04%−62−0.5%Reduced
Massmutual Trust Co FSB12,383$537.4K0.02%−806−6.1%Reduced
Lunt Capital Management, Inc.12,607$547.1K0.27%−45,325−78.2%Reduced
Sierra Summit Advisors LLC12,799$555.5K0.15%+102+0.8%Added
Intrua Financial, LLC12,896$559.7K0.09%+12,896New
Cottonwood Capital Advisors, LLC13,923$562.6K0.45%−636−4.4%Reduced
Charles Schwab Trust Co13,000$564.2K0.05%00.0%Unchanged
SG Americas Securities, LLC13,273$576.0K0.00%+453+3.5%Added
Pinnacle Holdings, LLC13,299$577.2K0.23%−170−1.3%Reduced
Truist Financial Corp13,328$578.4K0.00%+5,541+71.2%Added
Parallax Volatility Advisers, L.P.13,414$582.2K0.02%−41,595−75.6%Reduced
MainStreet Investment Advisors LLC13,421$582.5K0.07%−796−5.6%Reduced
Natixis Investment Managers International13,840$600.7K0.04%−10,815−43.9%Reduced
Guggenheim Capital LLC13,920$604.1K0.00%−12,734−47.8%Reduced
Axxcess Wealth Management, LLC14,106$612.2K0.02%+7,006+98.7%Added
Clear Creek Financial Management, LLC14,120$612.8K0.08%+14,120New
Mitsubishi UFJ Trust & Banking Corp14,722$632.8K0.00%−2,675−15.4%Reduced
TCI Wealth Advisors, Inc.14,879$645.7K0.06%−29−0.2%Reduced
Emerald Mutual Fund Advisers Trust15,048$653.1K0.03%−17,404−53.6%Reduced
Verition Fund Management LLC15,139$657.0K0.01%+3,432+29.3%Added
Winton Group Ltd15,771$684.5K0.05%+413+2.7%Added
State of Alaska, Department of Revenue15,998$694.0K0.01%00.0%Unchanged
Farther Finance Advisors, LLC16,264$699.0K0.04%+931+6.1%Added
US Bancorp16,164$701.5K0.00%−946−5.5%Reduced
Zions Bancorporation, N.A.16,343$709.3K0.05%00.0%Unchanged
GWM Advisors LLC16,762$727.5K0.01%+1,472+9.6%Added
Independent Financial Group, LLC17,030$739.1K0.03%−2,862−14.4%Reduced
Contravisory Investment Management, Inc.17,066$740.7K0.16%+17,066New
Federated Hermes, Inc.17,090$741.7K0.00%+16,445+2,549.6%Added
Voya Investment Management LLC17,426$756.3K0.00%−39,288−69.3%Reduced
Xponance, Inc.17,496$759.3K0.01%−1,524−8.0%Reduced
Edgestream Partners, L.P.17,742$770.0K0.04%+17,742New
D.A. Davidson & Co.17,897$776.8K0.01%−17,533−49.5%Reduced
PDT Partners, LLC17,900$776.9K0.07%+17,900New
Centiva Capital, LP18,287$793.7K0.04%+18,287New
CWM, LLC18,360$797.0K0.00%+108+0.6%Added
Stifel Financial Corp19,056$827.0K0.00%−961−4.8%Reduced
IMC-Chicago, LLC19,066$827.5K0.03%−16,875−47.0%Reduced
Halbert Hargrove Global Advisors, LLC19,109$829.3K0.05%−100−0.5%Reduced
CWA Asset Management Group, LLC19,545$848.3K0.05%+19,545New
MAI Capital Management19,565$849.1K0.01%+80.0%Added
Creative Planning19,676$854.0K0.00%+425+2.2%Added
Entropy Technologies, LP20,360$883.6K0.09%+20,360New
Wolverine Trading, LLC20,380$884.5K0.01%+11+0.1%Added
CBOE Vest Financial, LLC20,842$904.5K0.02%+15,379+281.5%Added
Ironwood Financial, llc21,463$931.5K0.21%00.0%Unchanged
Ieq Capital, LLC21,645$939.4K0.01%+640+3.0%Added
Pacer Advisors, Inc.22,400$972.2K0.00%+12,464+125.4%Added
TownSquare Capital, LLC22,708$985.5K0.01%−845−3.6%Reduced
Fifth Third Bancorp22,985$997.5K0.00%−538−2.3%Reduced
Jane Street Group, LLC23,044$1.00M0.00%−99,697−81.2%Reduced
Stratos Wealth Partners, LTD.23,093$1.00M0.02%+2,347+11.3%Added
Alta Capital Management LLC23,468$1.02M0.06%−9,610−29.1%Reduced
Kestra Private Wealth Services, LLC23,842$1.03M0.02%+1,554+7.0%Added
Neuberger Berman Group LLC24,233$1.05M0.00%−1,360−5.3%Reduced
CVA Family Office, LLC24,783$1.08M0.19%+245+1.0%Added
Utah Retirement Systems25,052$1.09M0.01%−100−0.4%Reduced
Handelsbanken Fonder AB25,100$1.09M0.00%00.0%Unchanged
Cresset Asset Management, LLC25,223$1.09M0.01%+4,610+22.4%Added
Ingalls & Snyder LLC25,344$1.10M0.05%+19,344+322.4%Added
Walleye Capital LLC25,494$1.11M0.01%+25,494New
Keybank National Association25,807$1.12M0.00%−387−1.5%Reduced
Federation des caisses Desjardins du Quebec25,835$1.13M0.01%00.0%Unchanged
Cerity Partners LLC26,205$1.14M0.00%−139,663−84.2%Reduced
Teacher Retirement System of Texas26,474$1.15M0.01%−5,229−16.5%Reduced
Sequoia Financial Advisors, LLC26,736$1.16M0.01%−3,720−12.2%Reduced
Inspire Advisors, LLC27,440$1.19M0.16%+2,247+8.9%Added
Legacy Capital Group California, Inc.27,475$1.19M0.44%+1,324+5.1%Added
Natixis27,911$1.21M0.01%+27,911New
Bayesian Capital Management, LP28,200$1.22M0.12%+28,200New
Pictet Asset Management Holding SA28,649$1.24M0.00%−12,866−31.0%Reduced
Quest Partners LLC28,713$1.25M0.22%+13,287+86.1%Added
ProShare Advisors LLC29,819$1.29M0.00%−23,642−44.2%Reduced
HSBC Holdings PLC29,884$1.30M0.00%−110,163−78.7%Reduced
KG&L Capital Management,LLC30,190$1.31M0.52%+130+0.4%Added
Fox Run Management, L.L.C.30,257$1.31M0.28%+30,257New
New Mexico Educational Retirement Board31,000$1.34M0.05%+23,328+304.1%Added
Victory Capital Management Inc32,279$1.40M0.00%+7,024+27.8%Added
Ameritas Investment Partners, Inc.32,669$1.42M0.05%+30,735+1,589.2%Added
Gateway Investment Advisers LLC32,711$1.42M0.02%−436−1.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys32,771$1.42M0.01%+328+1.0%Added
Northwestern Mutual Investment Management Company, LLC33,043$1.43M0.04%+28,355+604.8%Added