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 |
|---|---|---|---|---|---|
| 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 |
| CoreCap Advisors, LLC | 244 | $10.6K | 0.00% | +244 | New |
| Koesten, Hirschmann & Crabtree, INC. | 228 | $9.90K | 0.01% | +2+0.9% | Added |
| Huntington National Bank | 195 | $8.46K | 0.00% | +15+8.3% | Added |
| Private Wealth Management Group, LLC | 180 | $7.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 163 | $7.07K | 0.00% | +28+20.7% | Added |
| MCF Advisors LLC | 152 | $6.58K | 0.00% | +152 | 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 |
| Concord Wealth Partners | 150 | $6.51K | 0.00% | +150 | New |
| Caitlin John, LLC | 147 | $6.38K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 150 | $6.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 139 | $6.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 135 | $5.86K | 0.00% | −30−18.2% | Reduced |
| Bank of New Hampshire | 125 | $5.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $5.12K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $4.96K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 111 | $4.82K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 106 | $4.60K | 0.00% | −90,469−99.9% | Reduced |
| Hollencrest Capital Management | 100 | $4.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 92 | $3.99K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 91 | $3.95K | 0.00% | +91 | New |
| Prestige Wealth Management Group LLC | 84 | $3.65K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 74 | $3.21K | 0.00% | −8−9.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 73 | $3.19K | 0.00% | +73 | Added |
| Valley National Advisers Inc | 80 | $3.00K | 0.00% | +25+45.5% | Added |
| Steward Partners Investment Advisory, LLC | 69 | $3.00K | 0.00% | −2,400−97.2% | Reduced |
| Bruce G. Allen Investments, LLC | 68 | $2.95K | 0.00% | +21+44.7% | Added |
| Lindbrook Capital, LLC | 59 | $2.56K | 0.00% | +21+55.3% | Added |
| Front Row Advisors LLC | 51 | $2.21K | 0.00% | +51 | New |
| Cape Investment Advisory, Inc. | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 47 | $2.04K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 41 | $2.00K | 0.00% | +21+105.0% | Added |
| Avion Wealth | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 43 | $1.87K | 0.00% | +43 | New |
| Whittier Trust Co | 40 | $1.74K | 0.00% | −40−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 39 | $1.69K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 38 | $1.65K | 0.00% | −2,530−98.5% | Reduced |
| AdvisorNet Financial, Inc | 36 | $1.56K | 0.00% | −140−79.5% | Reduced |
| SJS Investment Consulting Inc. | 34 | $1.48K | 0.00% | +6+21.4% | Added |
| Trifecta Capital Advisors, LLC | 32 | $1.39K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 27 | $1.17K | 0.00% | −62,615−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.08K | 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 |
| 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 |
| Sofos Investments, Inc. | 20 | $889 | 0.00% | +20 | New |
| Opal Wealth Advisors, LLC | 19 | $825 | 0.00% | +19 | New |
| Gradient Investments LLC | 17 | $738 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $695 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $671 | 0.00% | +2+15.4% | Added |
| Sachetta, LLC | 14 | $615 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 6 | $258 | 0.00% | −347−98.3% | Reduced |
| Larson Financial Group LLC | 5 | $207 | 0.00% | −455−98.9% | Reduced |
| Your Advocates Ltd., LLP | 4 | $175 | 0.00% | −15−78.9% | Reduced |
| Cornerstone Planning Group LLC | 4 | $175 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 4 | $174 | 0.00% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,138,500−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −651,599−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −256,984−100.0% | Sold out |
| Strategic Value Bank Partners LLC | 0 | $0 | 0.00% | −211,282−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −84,613−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −82,756−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −66,630−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −41,850−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −37,847−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −37,759−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −32,926−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −30,582−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −30,233−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −28,400−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Czech National Bank | 0 | $0 | 0.00% | −25,947−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −23,901−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −23,133−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −22,235−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −21,215−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −20,611−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −19,547−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −18,667−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −18,132−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −15,312−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,396−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −12,521−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −12,027−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −11,854−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,317−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −11,071−100.0% | Sold out |
| Tactive Advisors, LLC | 0 | $0 | 0.00% | −10,406−100.0% | Sold out |
| Jacobsen Capital Management | 0 | $0 | 0.00% | −10,210−100.0% | Sold out |
| Hartford Investment Management Co | 0 | $0 | 0.00% | −9,993−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −9,480−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −8,440−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,174−100.0% | Sold out |