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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1,873 | $87.0K | 0.01% | +935+99.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,018 | $95.3K | 0.00% | +1,921+1,980.4% | Added |
| Peterson Wealth Services | 2,043 | $96.5K | 0.03% | +2,043 | New |
| Principal Securities, Inc. | 2,049 | $96.8K | 0.00% | −43−2.1% | Reduced |
| Hamilton Capital Partners Inc. | 2,408 | $113.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,470 | $116.6K | 0.01% | +1,671+209.1% | Added |
| Skopos Labs, Inc. | 2,513 | $118.7K | 0.04% | +2,513 | New |
| Northwestern Mutual Wealth Management Co | 2,665 | $125.8K | 0.00% | −305−10.3% | Reduced |
| TD Private Client Wealth LLC | 2,837 | $134.0K | 0.00% | +375+15.2% | Added |
| Ci Investments Inc. | 2,844 | $134.0K | 0.00% | +409+16.8% | Added |
| Versant Capital Management, Inc | 2,926 | $138.2K | 0.03% | +241+9.0% | Added |
| Centaurus Financial, Inc. | 3,904 | $184.0K | 0.01% | −14−0.4% | Reduced |
| Crewe Advisors LLC | 3,950 | $186.5K | 0.02% | +787+24.9% | Added |
| Glenmede Trust Co NA | 4,099 | $193.6K | 0.00% | −1,095−21.1% | Reduced |
| Shell Asset Management Co | 4,252 | $201.0K | 0.01% | +4,252 | New |
| CIBC Asset Management Inc | 4,287 | $202.4K | 0.00% | +4,287 | New |
| Old National Bancorp | 4,318 | $203.9K | 0.00% | +4,318 | New |
| National Bank of Canada | 4,342 | $205.0K | 0.00% | +3,938+974.8% | Added |
| TrinityPoint Wealth, LLC | 4,352 | $205.5K | 0.03% | +4,352 | New |
| Lake Street Advisors Group, LLC | 4,360 | $205.9K | 0.01% | +4,360 | New |
| Quarry LP | 4,402 | $207.9K | 0.06% | +3,102+238.6% | Added |
| WJ Interests, LLC | 4,439 | $209.6K | 0.09% | +4,439 | New |
| KBC Group NV | 4,455 | $210.0K | 0.00% | +909+25.6% | Added |
| Wharton Business Group, LLC | 4,460 | $211.0K | 0.01% | +4,460 | New |
| Fifth Third Wealth Advisors LLC | 4,600 | $217.2K | 0.01% | +38+0.8% | Added |
| Avid Wealth Partners LLC | 4,606 | $217.5K | 0.15% | +4,606 | New |
| Moneta Group Investment Advisors LLC | 4,636 | $218.9K | 0.00% | −32−0.7% | Reduced |
| We Are One Seven, LLC | 4,712 | $222.5K | 0.01% | +4,712 | New |
| MML Investors Services, LLC | 4,751 | $224.0K | 0.00% | +4,751 | New |
| Traynor Capital Management, Inc. | 4,774 | $225.4K | 0.02% | +42+0.9% | Added |
| Riverwater Partners LLC | 4,948 | $226.1K | 0.11% | −25−0.5% | Reduced |
| ISAM Funds (UK) Ltd | 4,793 | $226.3K | 0.13% | +4,793 | New |
| Renaissance Technologies LLC | 4,900 | $231.4K | 0.00% | −1,400−22.2% | Reduced |
| Johnson Investment Counsel Inc | 5,020 | $237.1K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,032 | $237.6K | 0.01% | +5,032 | New |
| Strategic Advocates LLC | 5,057 | $238.8K | 0.09% | −92−1.8% | Reduced |
| Forum Financial Management, LP | 5,121 | $241.8K | 0.00% | +4+0.1% | Added |
| Axq Capital, LP | 5,170 | $244.1K | 0.07% | +5,170 | New |
| Whittier Trust Co of Nevada Inc | 5,175 | $244.4K | 0.01% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 5,185 | $244.8K | 0.13% | −39−0.7% | Reduced |
| Salzhauer Michael | 5,200 | $245.5K | 0.16% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,223 | $246.6K | 0.04% | −2,090−28.6% | Reduced |
| Sippican Capital Advisors | 5,250 | $247.9K | 0.17% | −50−0.9% | Reduced |
| Toroso Investments, LLC | 5,305 | $250.5K | 0.00% | −24−0.5% | Reduced |
| Jones Financial Companies LLLP | 5,440 | $252.7K | 0.00% | +5,440 | New |
| Chicago Partners Investment Group LLC | 4,909 | $254.7K | 0.01% | +450+10.1% | Added |
| Twinbeech Capital LP | 5,423 | $256.1K | 0.00% | +5,423 | New |
| Atomi Financial Group, Inc. | 5,492 | $259.3K | 0.02% | +754+15.9% | Added |
| Beacon Investment Advisory Services, Inc. | 5,550 | $262.1K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 5,621 | $265.4K | 0.00% | −588−9.5% | Reduced |
| Impact Partnership Wealth, LLC | 5,702 | $269.2K | 0.06% | −224−3.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,900 | $278.6K | 0.00% | +5,900 | New |
| KG&L Capital Management,LLC | 5,940 | $280.5K | 0.09% | −17,760−74.9% | Reduced |
| Drive Wealth Management, LLC | 5,974 | $282.1K | 0.07% | +23+0.4% | Added |
| Aigen Investment Management, LP | 6,001 | $283.4K | 0.06% | +6,001 | New |
| Proequities, Inc. | 6,026 | $284.5K | 0.02% | −207−3.3% | Reduced |
| Geneos Wealth Management Inc. | 6,038 | $285.1K | 0.01% | +242+4.2% | Added |
| Fruth Investment Management | 6,100 | $288.0K | 0.07% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,791 | $290.2K | 0.00% | +4,791 | New |
| Shelton Capital Management | 6,296 | $297.3K | 0.01% | −240−3.7% | Reduced |
| M&T Bank Corp | 6,326 | $298.7K | 0.00% | −383−5.7% | Reduced |
| RSM US Wealth Management LLC | 6,566 | $299.4K | 0.00% | +508+8.4% | Added |
| NorthRock Partners, LLC | 6,405 | $302.4K | 0.01% | +15+0.2% | Added |
| Blair William & Co | 6,410 | $302.7K | 0.00% | +236+3.8% | Added |
| Paragon Capital Management Ltd | 6,432 | $303.8K | 0.06% | +55+0.9% | Added |
| ProShare Advisors LLC | 6,439 | $304.1K | 0.00% | −524−7.5% | Reduced |
| Savant Capital, LLC | 6,522 | $307.9K | 0.00% | +812+14.2% | Added |
| Guggenheim Capital LLC | 6,610 | $312.1K | 0.00% | −5,077−43.4% | Reduced |
| Truist Financial Corp | 6,748 | $318.6K | 0.00% | −6,530−49.2% | Reduced |
| Allworth Financial LP | 6,756 | $319.0K | 0.00% | +4+0.1% | Added |
| Sigma Planning Corp | 6,927 | $327.1K | 0.01% | −241−3.4% | Reduced |
| Mather Group, LLC. | 6,933 | $327.4K | 0.00% | −152−2.1% | Reduced |
| Apella Capital, LLC | 7,215 | $329.7K | 0.01% | +11+0.2% | Added |
| Horizon Advisory Services, Inc. | 7,094 | $335.0K | 0.15% | −144−2.0% | Reduced |
| Buckingham Strategic Partners | 7,144 | $337.4K | 0.01% | +107+1.5% | Added |
| Pitcairn Co | 7,259 | $342.8K | 0.02% | −1,583−17.9% | Reduced |
| Mma Asset Management LLC | 7,340 | $346.6K | 0.09% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,389 | $348.9K | 0.01% | +1,203+19.4% | Added |
| Bessemer Group Inc | 7,607 | $359.0K | 0.00% | +280+3.8% | Added |
| Carson Advisory Inc. | 7,703 | $363.7K | 0.23% | +30.0% | Added |
| Profund Advisors LLC | 7,931 | $374.5K | 0.01% | +1,232+18.4% | Added |
| Blueshift Asset Management, LLC | 8,023 | $378.8K | 0.09% | +8,023 | New |
| Graham Capital Management, L.P. | 8,072 | $381.2K | 0.01% | +8,072 | New |
| Financial Network Wealth Advisors LLC | 8,104 | $382.7K | 0.32% | +21+0.3% | Added |
| Clearstead Advisors, LLC | 8,135 | $384.1K | 0.01% | +24+0.3% | Added |
| Independent Financial Group, LLC | 8,172 | $385.9K | 0.01% | −251−3.0% | Reduced |
| Ronald Blue Trust, Inc. | 8,962 | $388.7K | 0.01% | +4,612+106.0% | Added |
| SG Americas Securities, LLC | 8,238 | $389.0K | 0.00% | −34,614−80.8% | Reduced |
| Maryland State Retirement & Pension System | 8,246 | $389.4K | 0.01% | −3,302−28.6% | Reduced |
| EMC Capital Management | 2,364 | $397.0K | 0.33% | −7,886−76.9% | Reduced |
| Veriti Management LLC | 8,449 | $398.9K | 0.02% | −434−4.9% | Reduced |
| Global Retirement Partners, LLC | 8,628 | $407.4K | 0.01% | −490−5.4% | Reduced |
| CWM Advisors, LLC | 8,727 | $412.1K | 0.04% | +610+7.5% | Added |
| Jackson Creek Investment Advisors LLC | 8,742 | $413.0K | 0.12% | −88−1.0% | Reduced |
| Avaii Wealth Management, LLC | 8,779 | $414.5K | 0.21% | −409−4.5% | Reduced |
| Coldstream Capital Management Inc | 8,802 | $426.0K | 0.01% | +768+9.6% | Added |
| Summit Trail Advisors, LLC | 9,053 | $427.5K | 0.01% | −363−3.9% | Reduced |
| GAMMA Investing LLC | 9,111 | $430.2K | 0.04% | +1,265+16.1% | Added |
| Walleye Capital LLC | 9,178 | $433.4K | 0.00% | −15,222−62.4% | Reduced |
| Watts Gwilliam & Co., LLC | 9,469 | $447.1K | 0.10% | +9,469 | New |