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 |
|---|---|---|---|---|---|
| Creative Planning | 19,676 | $854.0K | 0.00% | +425+2.2% | Added |
| MAI Capital Management | 19,565 | $849.1K | 0.01% | +80.0% | Added |
| CWA Asset Management Group, LLC | 19,545 | $848.3K | 0.05% | +19,545 | New |
| Halbert Hargrove Global Advisors, LLC | 19,109 | $829.3K | 0.05% | −100−0.5% | Reduced |
| IMC-Chicago, LLC | 19,066 | $827.5K | 0.03% | −16,875−47.0% | Reduced |
| Stifel Financial Corp | 19,056 | $827.0K | 0.00% | −961−4.8% | Reduced |
| CWM, LLC | 18,360 | $797.0K | 0.00% | +108+0.6% | Added |
| Centiva Capital, LP | 18,287 | $793.7K | 0.04% | +18,287 | New |
| PDT Partners, LLC | 17,900 | $776.9K | 0.07% | +17,900 | New |
| D.A. Davidson & Co. | 17,897 | $776.8K | 0.01% | −17,533−49.5% | Reduced |
| Edgestream Partners, L.P. | 17,742 | $770.0K | 0.04% | +17,742 | New |
| Xponance, Inc. | 17,496 | $759.3K | 0.01% | −1,524−8.0% | Reduced |
| Voya Investment Management LLC | 17,426 | $756.3K | 0.00% | −39,288−69.3% | Reduced |
| Federated Hermes, Inc. | 17,090 | $741.7K | 0.00% | +16,445+2,549.6% | Added |
| Contravisory Investment Management, Inc. | 17,066 | $740.7K | 0.16% | +17,066 | New |
| Independent Financial Group, LLC | 17,030 | $739.1K | 0.03% | −2,862−14.4% | Reduced |
| GWM Advisors LLC | 16,762 | $727.5K | 0.01% | +1,472+9.6% | Added |
| Zions Bancorporation, N.A. | 16,343 | $709.3K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 16,164 | $701.5K | 0.00% | −946−5.5% | Reduced |
| Farther Finance Advisors, LLC | 16,264 | $699.0K | 0.04% | +931+6.1% | Added |
| State of Alaska, Department of Revenue | 15,998 | $694.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 15,771 | $684.5K | 0.05% | +413+2.7% | Added |
| Verition Fund Management LLC | 15,139 | $657.0K | 0.01% | +3,432+29.3% | Added |
| Emerald Mutual Fund Advisers Trust | 15,048 | $653.1K | 0.03% | −17,404−53.6% | Reduced |
| TCI Wealth Advisors, Inc. | 14,879 | $645.7K | 0.06% | −29−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 14,722 | $632.8K | 0.00% | −2,675−15.4% | Reduced |
| Clear Creek Financial Management, LLC | 14,120 | $612.8K | 0.08% | +14,120 | New |
| Axxcess Wealth Management, LLC | 14,106 | $612.2K | 0.02% | +7,006+98.7% | Added |
| Guggenheim Capital LLC | 13,920 | $604.1K | 0.00% | −12,734−47.8% | Reduced |
| Natixis Investment Managers International | 13,840 | $600.7K | 0.04% | −10,815−43.9% | Reduced |
| MainStreet Investment Advisors LLC | 13,421 | $582.5K | 0.07% | −796−5.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,414 | $582.2K | 0.02% | −41,595−75.6% | Reduced |
| Truist Financial Corp | 13,328 | $578.4K | 0.00% | +5,541+71.2% | Added |
| Pinnacle Holdings, LLC | 13,299 | $577.2K | 0.23% | −170−1.3% | Reduced |
| SG Americas Securities, LLC | 13,273 | $576.0K | 0.00% | +453+3.5% | Added |
| Charles Schwab Trust Co | 13,000 | $564.2K | 0.05% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 13,923 | $562.6K | 0.45% | −636−4.4% | Reduced |
| Intrua Financial, LLC | 12,896 | $559.7K | 0.09% | +12,896 | New |
| Sierra Summit Advisors LLC | 12,799 | $555.5K | 0.15% | +102+0.8% | Added |
| Lunt Capital Management, Inc. | 12,607 | $547.1K | 0.27% | −45,325−78.2% | Reduced |
| Massmutual Trust Co FSB | 12,383 | $537.4K | 0.02% | −806−6.1% | Reduced |
| Hoylecohen, LLC | 12,337 | $535.4K | 0.04% | −62−0.5% | Reduced |
| Securian Asset Management, Inc | 12,183 | $528.7K | 0.02% | +2,836+30.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $520.8K | 0.16% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12,983 | $512.8K | 0.11% | −476−3.5% | Reduced |
| Sendero Wealth Management, LLC | 11,803 | $512.3K | 0.09% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 11,800 | $512.1K | 0.05% | +4,535+62.4% | Added |
| United Services Automobile Association | 11,780 | $511.3K | 0.01% | +11,780 | New |
| XTX Topco Ltd | 11,739 | $509.5K | 0.07% | +11,739 | New |
| United Capital Financial Advisers, LLC | 11,590 | $503.0K | 0.00% | −830−6.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,429 | $496.0K | 0.02% | +10,429+1,042.9% | Added |
| Public Employees Retirement Association of Colorado | 11,406 | $495.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 11,271 | $489.2K | 0.01% | +3,061+37.3% | Added |
| Vestcor Inc | 11,147 | $484.0K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 11,071 | $480.0K | 0.00% | +624+6.0% | Added |
| Trustmark National Bank Trust Department | 10,916 | $473.8K | 0.04% | +10,916 | New |
| Kestra Advisory Services, LLC | 10,900 | $473.0K | 0.00% | +776+7.7% | Added |
| Acorn Financial Advisory Services Inc | 10,653 | $462.4K | 0.09% | −1,031−8.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,589 | $459.6K | 0.00% | +1,680+18.9% | Added |
| Veriti Management LLC | 10,527 | $456.9K | 0.03% | −1,407−11.8% | Reduced |
| Maryland State Retirement & Pension System | 11,548 | $453.3K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,396 | $451.2K | 0.01% | +1,432+16.0% | Added |
| Oak Thistle LLC | 10,313 | $447.6K | 0.40% | −8,013−43.7% | Reduced |
| EMC Capital Management | 10,250 | $445.0K | 0.27% | +6,635+183.5% | Added |
| Boothbay Fund Management, LLC | 10,244 | $444.6K | 0.01% | +3,808+59.2% | Added |
| WBI Investments | 10,239 | $444.4K | 0.09% | −15,086−59.6% | Reduced |
| Mirabella Financial Services LLP | 10,082 | $437.5K | 0.03% | +10,082 | New |
| Avaii Wealth Management, LLC | 9,889 | $429.2K | 0.25% | −412−4.0% | Reduced |
| EP Wealth Advisors, LLC | 9,485 | $411.6K | 0.00% | +654+7.4% | Added |
| Summit Trail Advisors, LLC | 9,449 | $410.1K | 0.01% | +101+1.1% | Added |
| Global Retirement Partners, LLC | 9,402 | $408.0K | 0.02% | +3,545+60.5% | Added |
| M&T Bank Corp | 9,387 | $407.4K | 0.00% | −1,311−12.3% | Reduced |
| Amundi | 10,382 | $407.4K | 0.00% | −310−2.9% | Reduced |
| Sigma Planning Corp | 9,340 | $405.4K | 0.01% | +4,480+92.2% | Added |
| Glenmede Trust Co NA | 9,045 | $392.6K | 0.00% | −2,211−19.6% | Reduced |
| Coldstream Capital Management Inc | 8,856 | $384.4K | 0.01% | +472+5.6% | Added |
| Crossmark Global Holdings, Inc. | 8,790 | $381.0K | 0.01% | +2,089+31.2% | Added |
| Pitcairn Co | 8,704 | $377.8K | 0.02% | +175+2.1% | Added |
| Man Group plc | 8,396 | $364.4K | 0.00% | −23,161−73.4% | Reduced |
| CWM Advisors, LLC | 8,277 | $359.2K | 0.04% | −453−5.2% | Reduced |
| Clearstead Advisors, LLC | 8,111 | $356.4K | 0.02% | −25−0.3% | Reduced |
| Versor Investments LP | 8,099 | $351.5K | 0.07% | −21,010−72.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,079 | $350.6K | 0.00% | +8,079 | New |
| Financial Network Wealth Advisors LLC | 8,016 | $347.9K | 0.35% | −804−9.1% | Reduced |
| Bessemer Group Inc | 7,978 | $347.0K | 0.00% | +1,291+19.3% | Added |
| Profund Advisors LLC | 7,790 | $338.1K | 0.01% | +105+1.4% | Added |
| Carson Advisory Inc. | 7,750 | $336.4K | 0.24% | 00.0% | Unchanged |
| Laurion Capital Management LP | 7,739 | $335.9K | 0.01% | +7,739 | New |
| Mma Asset Management LLC | 7,586 | $334.8K | 0.16% | +7,586 | New |
| Mutual Advisors, LLC | 7,393 | $320.8K | 0.01% | −376−4.8% | Reduced |
| Paragon Capital Management Ltd | 7,389 | $320.7K | 0.06% | +63+0.9% | Added |
| Dark Forest Capital Management LP | 7,359 | $319.4K | 0.05% | +7,359 | New |
| Level Four Advisory Services, LLC | 7,253 | $318.2K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 7,311 | $317.3K | 0.05% | +7,311 | New |
| Horizon Advisory Services, Inc. | 7,232 | $313.9K | 0.15% | +7,232 | New |
| Apella Capital, LLC | 7,204 | $313.6K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 7,187 | $312.7K | 0.02% | +8+0.1% | Added |
| Blueshift Asset Management, LLC | 7,150 | $310.3K | 0.16% | +7,150 | New |
| Mather Group, LLC. | 7,007 | $307.4K | 0.00% | −12−0.2% | Reduced |
| CAPROCK Group, Inc. | 7,043 | $305.7K | 0.02% | +1,097+18.4% | Added |