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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 97 | $4.21K | 0.00% | +28+40.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 92 | $3.99K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 88 | $3.80K | 0.00% | +14+18.9% | Added |
| Prestige Wealth Management Group LLC | 84 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 70 | $3.04K | 0.00% | +2+2.9% | Added |
| Ridgewood Investments LLC | 54 | $2.36K | 0.00% | +54 | New |
| Front Row Advisors LLC | 51 | $2.21K | 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 |
| Planning Capital Management Corp | 47 | $2.04K | 0.00% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 43 | $1.86K | 0.00% | +43 | New |
| Caldwell Sutter Capital, Inc. | 39 | $1.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $1.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $1.48K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $1.30K | 0.00% | +5+20.0% | Added |
| Toronto Dominion Bank | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 26 | $1.13K | 0.00% | −6−18.8% | Reduced |
| Fairway Wealth LLC | 24 | $1.04K | 0.00% | +24 | New |
| 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 |
| Lindbrook Capital, LLC | 21 | $911 | 0.00% | −38−64.4% | Reduced |
| Opal Wealth Advisors, LLC | 19 | $825 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $727 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $680 | 0.00% | +1+6.7% | Added |
| Bokf, NA | 6 | $260 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $87 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $44 | 0.00% | −23−95.8% | Reduced |
| Quest Partners LLC | 1 | $43 | 0.00% | −28,712−100.0% | Reduced |
| Your Advocates Ltd., LLP | 0 | $2 | 0.00% | −4−100.0% | Reduced |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −325,904−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −215,325−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −196,085−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −159,092−100.0% | Sold out |
| Ategra Capital Management, LLC | 0 | $0 | 0.00% | −135,898−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −129,658−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −126,301−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −121,915−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −98,949−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −97,344−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −93,343−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −79,955−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −78,011−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −62,289−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −50,294−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −43,675−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −43,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −38,930−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −28,200−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −27,440−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −19,066−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,287−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,742−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −14,106−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −12,896−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −10,313−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,244−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −10,382−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,099−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,079−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −7,739−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,359−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −7,253−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −6,985−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | – | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −6,801−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −6,753−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −6,615−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,389−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −5,573−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Shikiar Asset Management Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −4,886−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −4,617−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| Tanglewood Legacy Advisors, LLC | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| LifeSteps Financial, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |