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, Q2 2024
Institutional positions in Zions Bancorporation, National Association as of Jun 30, 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
- 432
- −24 vs. Q1 2024
- Shares held
- 114.5M
- +1.80M (+1.6%) vs. Q1 2024
- Total value
- $4.97B
- +$76.6M (+1.6%) vs. Q1 2024
- New holders
- 43
- 146 more added
- Sold out
- 67
- 178 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Your Advocates Ltd., LLP | 0 | $2 | 0.00% | −4−100.0% | Reduced |
| Quest Partners LLC | 1 | $43 | 0.00% | −28,712−100.0% | Reduced |
| TFC Financial Management | 1 | $44 | 0.00% | −23−95.8% | Reduced |
| Ruedi Wealth Management, Inc. | 2 | $87 | 0.00% | +2 | New |
| Bokf, NA | 6 | $260 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $680 | 0.00% | +1+6.7% | Added |
| Sachetta, LLC | 14 | $727 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 19 | $825 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $911 | 0.00% | −38−64.4% | Reduced |
| Avion Wealth | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 24 | $1.04K | 0.00% | +24 | New |
| Trifecta Capital Advisors, LLC | 26 | $1.13K | 0.00% | −6−18.8% | Reduced |
| Toronto Dominion Bank | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $1.30K | 0.00% | +5+20.0% | Added |
| SJS Investment Consulting Inc. | 34 | $1.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $1.56K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 39 | $1.69K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $1.86K | 0.00% | +43 | New |
| Valley National Advisers Inc | 60 | $2.00K | 0.00% | −20−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | −2−4.9% | Reduced |
| Planning Capital Management Corp | 47 | $2.04K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $2.17K | 0.00% | −113−69.3% | Reduced |
| Cape Investment Advisory, Inc. | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 51 | $2.21K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 54 | $2.36K | 0.00% | +54 | New |
| Bruce G. Allen Investments, LLC | 70 | $3.04K | 0.00% | +2+2.9% | Added |
| Prestige Wealth Management Group LLC | 84 | $3.64K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 88 | $3.80K | 0.00% | +14+18.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 92 | $3.99K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 97 | $4.21K | 0.00% | +28+40.6% | Added |
| Hollencrest Capital Management | 100 | $4.34K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 104 | $4.51K | 0.00% | −7−6.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 106 | $4.60K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 115 | $4.99K | 0.00% | +98+576.5% | Added |
| Fortitude Family Office, LLC | 118 | $5.12K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 119 | $5.16K | 0.00% | −330−73.5% | Reduced |
| Bank of New Hampshire | 125 | $5.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 132 | $5.72K | 0.00% | −3−2.2% | Reduced |
| Anfield Capital Management, LLC | 134 | $5.81K | 0.00% | +134 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $6.03K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 139 | $6.03K | 0.00% | +48+52.7% | Added |
| Bell Investment Advisors, Inc | 139 | $6.03K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 145 | $6.28K | 0.00% | −144−49.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $6.50K | 0.00% | +150 | New |
| MCF Advisors LLC | 152 | $6.58K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 150 | $6.91K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 160 | $6.94K | 0.00% | −90−36.0% | Reduced |
| Huntington National Bank | 175 | $7.59K | 0.00% | −20−10.3% | Reduced |
| Private Wealth Management Group, LLC | 180 | $7.81K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 186 | $8.07K | 0.01% | +186 | New |
| Leonteq Securities AG | 222 | $9.63K | 0.00% | −364−62.1% | Reduced |
| Creative Financial Designs Inc | 226 | $9.80K | 0.00% | +75+49.7% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 228 | $9.90K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 316 | $13.7K | 0.00% | −26−7.6% | Reduced |
| Bogart Wealth, LLC | 323 | $14.0K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 360 | $15.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 365 | $15.8K | 0.00% | +65+21.7% | Added |
| Central Trust Co | 369 | $16.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 400 | $17.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 404 | $17.5K | 0.00% | −50−11.0% | Reduced |
| Harbour Investments, Inc. | 421 | $18.2K | 0.00% | +84+24.9% | Added |
| EverSource Wealth Advisors, LLC | 358 | $18.5K | 0.00% | +2+0.6% | Added |
| Cromwell Holdings LLC | 451 | $19.6K | 0.01% | +451 | New |
| First Horizon Advisors, Inc. | 475 | $20.6K | 0.00% | +89+23.1% | Added |
| Raleigh Capital Management Inc. | 498 | $21.6K | 0.01% | −409−45.1% | Reduced |
| Mechanics Financial Corp | 525 | $22.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 530 | $23.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 544 | $23.6K | 0.00% | +544 | New |
| Spire Wealth Management | 569 | $24.7K | 0.00% | −820−59.0% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 605 | $26.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 641 | $27.8K | 0.00% | −19−2.9% | Reduced |
| ORG Partners LLC | 754 | $32.7K | 0.00% | +754 | New |
| Storebrand Asset Management AS | 777 | $33.7K | 0.00% | −3,048−79.7% | Reduced |
| Addison Advisors LLC | 787 | $34.1K | 0.01% | +63+8.7% | Added |
| Kozak & Associates, Inc. | 786 | $34.2K | 0.01% | +47+6.4% | Added |
| International Assets Investment Management, LLC | 794 | $34.4K | 0.00% | +794 | New |
| Venturi Wealth Management, LLC | 799 | $34.7K | 0.00% | +425+113.6% | Added |
| American Capital Advisory, LLC | 838 | $36.8K | 0.03% | +510+155.5% | Added |
| Parallel Advisors, LLC | 881 | $38.2K | 0.00% | +15+1.7% | Added |
| Rothschild Investment LLC | 896 | $38.9K | 0.00% | +745+493.4% | Added |
| Smartleaf Asset Management LLC | 938 | $39.5K | 0.01% | +288+44.3% | Added |
| Albion Financial Group | 1,105 | $47.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,112 | $48.2K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,112 | $48.2K | 0.03% | −623−35.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,200 | $52.0K | 0.01% | −2,400−66.7% | Reduced |
| New Millennium Group LLC | 1,267 | $55.0K | 0.04% | +1,267 | New |
| Allspring Global Investments Holdings, LLC | 1,289 | $55.9K | 0.00% | +526+68.9% | Added |
| Harvest Fund Management Co., Ltd | 1,291 | $56.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,300 | $56.4K | 0.02% | −595−31.4% | Reduced |
| Family Firm, Inc. | 1,314 | $57.0K | 0.01% | +1,314 | New |
| Parkside Financial Bank & Trust | 1,361 | $59.0K | 0.01% | −393−22.4% | Reduced |
| Covestor Ltd | 1,395 | $61.0K | 0.04% | +1,098+369.7% | Added |
| Continuum Advisory, LLC | 1,414 | $61.3K | 0.01% | −127−8.2% | Reduced |
| Abich Financial Wealth Management LLC | 1,417 | $61.5K | 0.04% | +296+26.4% | Added |
| CIBC Private Wealth Group, LLC | 1,686 | $71.8K | 0.00% | −233−12.1% | Reduced |
| Quadrant Capital Group LLC | 1,665 | $72.2K | 0.01% | +386+30.2% | Added |
| Larson Financial Group LLC | 1,704 | $73.9K | 0.01% | +1,699+33,980.0% | Added |