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, Q3 2024
Institutional positions in Zions Bancorporation, National Association as of Sep 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
- 470
- +41 vs. Q2 2024
- Shares held
- 112.2M
- +11.0M (+10.9%) vs. Q2 2024
- Total value
- $5.30B
- +$910.4M (+20.8%) vs. Q2 2024
- New holders
- 83
- 147 more added
- Sold out
- 42
- 164 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $48 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 4 | $189 | 0.00% | +4 | New |
| Bokf, NA | 6 | $277 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 9 | $425 | 0.00% | +9 | New |
| Brown Brothers Harriman & Co | 13 | $614 | 0.00% | +13 | New |
| Dunhill Financial, LLC | 16 | $751 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $803 | 0.00% | −9−34.6% | Reduced |
| Lindbrook Capital, LLC | 21 | $992 | 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 |
| Avion Wealth | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 18 | $1.08K | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 18 | $1.08K | 0.00% | +18 | New |
| HM Payson & Co | 23 | $1.09K | 0.00% | +23 | New |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.18K | 0.00% | −5−16.7% | Reduced |
| SJS Investment Consulting Inc. | 34 | $1.61K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $1.65K | 0.00% | +35 | New |
| AdvisorNet Financial, Inc | 36 | $1.70K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 39 | $1.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 39 | $1.84K | 0.00% | +39 | New |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $2.36K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 60 | $2.83K | 0.00% | +60 | New |
| Leonteq Securities AG | 68 | $3.21K | 0.00% | −154−69.4% | Reduced |
| Bruce G. Allen Investments, LLC | 70 | $3.31K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 62 | $3.69K | 0.00% | −1,352−95.6% | Reduced |
| Prestige Wealth Management Group LLC | 84 | $3.97K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 88 | $4.17K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 92 | $4.34K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 110 | $5.19K | 0.00% | +110 | New |
| Bell Investment Advisors, Inc | 111 | $5.24K | 0.00% | −28−20.1% | Reduced |
| Fortitude Family Office, LLC | 118 | $5.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $5.71K | 0.00% | −11−8.3% | Reduced |
| Bank of New Hampshire | 125 | $5.90K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $6.26K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 134 | $6.33K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $7.08K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 160 | $7.55K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 169 | $7.98K | 0.00% | +169 | New |
| Huntington National Bank | 175 | $8.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 181 | $8.55K | 0.00% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 185 | $8.74K | 0.00% | +185 | New |
| Kiely Wealth Advisory Group, Inc. | 150 | $8.92K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 191 | $9.01K | 0.00% | +39+25.7% | Added |
| Hemington Wealth Management | 193 | $10.0K | 0.00% | +193 | New |
| Creative Financial Designs Inc | 233 | $11.0K | 0.00% | +7+3.1% | Added |
| Larson Financial Group LLC | 238 | $11.2K | 0.00% | −1,466−86.0% | Reduced |
| CoreCap Advisors, LLC | 244 | $11.5K | 0.00% | +244 | New |
| DT Investment Partners, LLC | 260 | $12.3K | 0.00% | +260 | New |
| Bryn Mawr Trust Co | 280 | $13.2K | 0.00% | +280 | New |
| Rosenberg Matthew Hamilton | 289 | $13.6K | 0.00% | +144+99.3% | Added |
| MV Capital Management, Inc. | 313 | $14.8K | 0.00% | −3−0.9% | Reduced |
| Bogart Wealth, LLC | 323 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 343 | $16.2K | 0.00% | +343 | New |
| Boit C F David | 360 | $16.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 358 | $16.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 369 | $17.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 374 | $18.0K | 0.01% | −1,021−73.2% | Reduced |
| First Horizon Advisors, Inc. | 387 | $18.3K | 0.00% | −88−18.5% | Reduced |
| Independence Bank of Kentucky | 400 | $18.9K | 0.00% | +400 | New |
| SRS Capital Advisors, Inc. | 408 | $19.3K | 0.00% | +365+848.8% | Added |
| Harbour Investments, Inc. | 428 | $20.2K | 0.00% | +7+1.7% | Added |
| Cromwell Holdings LLC | 451 | $21.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 480 | $22.6K | 0.00% | −1,364−74.0% | Reduced |
| Abich Financial Wealth Management LLC | 497 | $23.5K | 0.05% | −920−64.9% | Reduced |
| Raleigh Capital Management Inc. | 500 | $23.6K | 0.01% | +2+0.4% | Added |
| Rothschild Investment LLC | 521 | $24.6K | 0.00% | −375−41.9% | Reduced |
| Mechanics Financial Corp | 525 | $24.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 536 | $25.3K | 0.00% | +171+46.8% | Added |
| Spire Wealth Management | 569 | $26.9K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 597 | $28.2K | 0.01% | +597 | New |
| FinTrust Capital Advisors, LLC | 600 | $28.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 605 | $28.6K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 607 | $28.7K | 0.00% | +77+14.5% | Added |
| Quent Capital, LLC | 690 | $32.3K | 0.00% | +49+7.6% | Added |
| Storebrand Asset Management AS | 777 | $36.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 784 | $37.0K | 0.01% | −3−0.4% | Reduced |
| American Capital Advisory, LLC | 838 | $39.6K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 793 | $40.5K | 0.01% | +7+0.9% | Added |
| Parallel Advisors, LLC | 884 | $41.7K | 0.00% | +3+0.3% | Added |
| GeoWealth Management, LLC | 986 | $46.6K | 0.00% | +986 | New |
| Harvest Fund Management Co., Ltd | 1,023 | $48.0K | 0.00% | −268−20.8% | Reduced |
| Eagle Bay Advisors LLC | 1,102 | $52.1K | 0.02% | −10−0.9% | Reduced |
| Albion Financial Group | 1,105 | $52.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,112 | $52.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,264 | $59.7K | 0.01% | −97−7.1% | Reduced |
| New Millennium Group LLC | 1,267 | $59.8K | 0.04% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,284 | $60.6K | 0.00% | +1,284 | New |
| Allspring Global Investments Holdings, LLC | 1,327 | $62.7K | 0.00% | +38+2.9% | Added |
| FNY Investment Advisers, LLC | 1,400 | $66.0K | 0.03% | −900−39.1% | Reduced |
| Walleye Trading LLC | 1,401 | $66.2K | 0.00% | −18,772−93.1% | Reduced |
| Capstone Investment Advisors, LLC | 1,528 | $72.2K | 0.00% | −2,028−57.0% | Reduced |
| NBC Securities, Inc. | 1,590 | $75.0K | 0.01% | −358−18.4% | Reduced |
| Quadrant Capital Group LLC | 1,659 | $78.3K | 0.01% | −6−0.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,689 | $79.8K | 0.00% | +3+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,738 | $82.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,830 | $86.4K | 0.00% | 00.0% | Unchanged |