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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.

Institutional holdersQ3 2024: 470 institutions
Q1 2021: 431 institutionsQ2 2021: 431 institutionsQ3 2021: 445 institutionsQ4 2021: 473 institutionsQ1 2022: 514 institutionsQ2 2022: 491 institutionsQ3 2022: 491 institutionsQ4 2022: 496 institutionsQ1 2023: 451 institutionsQ2 2023: 424 institutionsQ3 2023: 429 institutionsQ4 2023: 472 institutionsQ1 2024: 460 institutionsQ2 2024: 432 institutionsQ3 2024: 470 institutionsQ4 2024: 474 institutionsQ1 2025: 499 institutionsQ2 2025: 493 institutionsQ3 2025: 514 institutionsQ4 2025: 558 institutionsQ1 2026: 566 institutionsQ2 2026: 600 institutions
Value heldQ3 2024: $5.30B
Q1 2021: $7.48BQ2 2021: $7.17BQ3 2021: $8.15BQ4 2021: $7.91BQ1 2022: $8.15BQ2 2022: $6.19BQ3 2022: $6.33BQ4 2022: $6.17BQ1 2023: $3.74BQ2 2023: $3.21BQ3 2023: $4.10BQ4 2023: $5.15BQ1 2024: $4.90BQ2 2024: $4.97BQ3 2024: $5.30BQ4 2024: $6.25BQ1 2025: $5.78BQ2 2025: $6.02BQ3 2025: $6.61BQ4 2025: $6.97BQ1 2026: $6.66BQ2 2026: $8.43B
Institutions holding ZION and their total value by quarter
QuarterHoldersValue
Q2 2026600$8.43B
Q1 2026566$6.66B
Q4 2025558$6.97B
Q3 2025514$6.61B
Q2 2025493$6.02B
Q1 2025499$5.78B
Q4 2024474$6.25B
Q3 2024470$5.30B
Q2 2024432$4.97B
Q1 2024460$4.90B
Q4 2023472$5.15B
Q3 2023429$4.10B
Q2 2023424$3.21B
Q1 2023451$3.74B
Q4 2022496$6.17B
Q3 2022491$6.33B
Q2 2022491$6.19B
Q1 2022514$8.15B
Q4 2021473$7.91B
Q3 2021445$8.15B
Q2 2021431$7.17B
Q1 2021431$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.

Institutions holding ZION in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Halbert Hargrove Global Advisors, LLC19,109$902.3K0.05%00.0%Unchanged
Creative Planning18,716$883.7K0.00%−1,346−6.7%Reduced
Kestra Private Wealth Services, LLC18,625$879.5K0.02%−3,325−15.1%Reduced
D.A. Davidson & Co.18,179$858.4K0.01%+965+5.6%Added
Landscape Capital Management, L.L.C.17,877$844.2K0.09%+5,644+46.1%Added
Versor Investments LP17,427$822.9K0.13%+17,427New
Sierra Summit Advisors LLC17,190$811.7K0.19%+3,327+24.0%Added
State of Alaska, Department of Revenue17,158$810.0K0.01%+1,160+7.3%Added
Campbell & CO Investment Adviser LLC17,138$809.3K0.06%+17,138New
Contravisory Investment Management, Inc.17,014$803.4K0.17%+21+0.1%Added
GWM Advisors LLC17,011$803.3K0.01%+199+1.2%Added
International Assets Investment Management, LLC37,485$794.0K0.00%+36,691+4,621.0%Added
Colony Group, LLC16,785$792.6K0.00%+16,785New
EP Wealth Advisors, LLC16,695$788.3K0.01%+8,106+94.4%Added
Aster Capital Management (DIFC) Ltd16,600$783.9K0.17%+16,600New
Illinois Municipal Retirement Fund16,565$782.2K0.01%00.0%Unchanged
Farther Finance Advisors, LLC16,400$774.4K0.03%−872−5.0%Reduced
US Bancorp16,350$772.1K0.00%+649+4.1%Added
Lazard Asset Management LLC15,972$754.0K0.00%+15,972New
Dark Forest Capital Management LP15,965$753.9K0.10%+15,965New
Taika Capital, LP15,931$752.3K0.57%+15,931New
Xponance, Inc.15,811$746.6K0.01%+45+0.3%Added
Federated Hermes, Inc.15,692$741.0K0.00%−528−3.3%Reduced
Zions Bancorporation, N.A.15,676$740.2K0.05%00.0%Unchanged
Soltis Investment Advisors LLC15,588$736.1K0.07%−17,967−53.5%Reduced
Emerald Mutual Fund Advisers Trust15,048$710.6K0.04%00.0%Unchanged
TCI Wealth Advisors, Inc.14,879$702.6K0.06%00.0%Unchanged
Fifth Third Bancorp14,804$699.0K0.00%−1,732−10.5%Reduced
Diversified Trust Co14,790$698.4K0.02%+14,790New
Crossmark Global Holdings, Inc.14,659$693.0K0.01%+6,769+85.8%Added
UMA Financial Services, Inc.13,682$690.9K0.12%+40+0.3%Added
Leo Wealth, LLC14,557$687.4K0.06%+14,557New
Dynamic Technology Lab Private Ltd13,926$658.0K0.07%+13,926New
Danske Bank A/S13,893$656.0K0.00%−21,837−61.1%Reduced
Advisory Services Network, LLC14,909$646.6K0.01%00.0%Unchanged
Centiva Capital, LP13,501$637.5K0.03%+13,501New
GTS Securities LLC13,492$637.1K0.01%+13,492New
Pinnacle Holdings, LLC13,244$625.4K0.24%00.0%Unchanged
Cottonwood Capital Advisors, LLC13,234$624.9K0.46%−692−5.0%Reduced
Schonfeld Strategic Advisors LLC12,909$609.6K0.00%−29,607−69.6%Reduced
Sterling Capital Management LLC12,903$609.3K0.01%+12,903New
Clear Creek Financial Management, LLC12,851$606.8K0.07%−1,649−11.4%Reduced
Lunt Capital Management, Inc.12,607$595.3K0.28%00.0%Unchanged
Virtu Financial LLC12,341$583.0K0.03%+12,341New
River & Mercantile Asset Management LLP12,303$581.0K0.13%−107−0.9%Reduced
Atria Investments LLC12,042$568.6K0.01%−2,447−16.9%Reduced
Supplemental Annuity Collective Trust of NJ12,000$566.6K0.17%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC11,955$564.5K0.02%+26+0.2%Added
Stratos Wealth Partners, LTD.11,846$559.4K0.01%−846−6.7%Reduced
Sendero Wealth Management, LLC11,803$557.3K0.09%00.0%Unchanged
Securian Asset Management, Inc11,485$542.3K0.02%−291−2.5%Reduced
Public Employees Retirement Association of Colorado11,406$539.0K0.00%00.0%Unchanged
Vestcor Inc11,147$526.0K0.02%00.0%Unchanged
Envestnet Portfolio Solutions, Inc.11,022$520.4K0.00%+61+0.6%Added
IMC-Chicago, LLC10,935$516.4K0.01%+10,935New
Cornercap Investment Counsel Inc10,799$509.9K0.15%+10,799New
Acorn Financial Advisory Services Inc10,789$509.5K0.09%+59+0.5%Added
PDT Partners, LLC10,722$506.3K0.04%−7,211−40.2%Reduced
Trustmark National Bank Trust Department10,701$505.3K0.04%−215−2.0%Reduced
Massmutual Trust Co FSB10,674$504.0K0.01%−497−4.4%Reduced
HB Wealth Management, LLC10,392$490.7K0.01%+98+1.0%Added
Tower Research Capital LLC (TRC)10,381$490.2K0.01%−46,570−81.8%Reduced
MainStreet Investment Advisors LLC10,175$480.5K0.06%−2,116−17.2%Reduced
Verition Fund Management LLC10,158$479.7K0.00%00.0%Unchanged
Daiwa Securities Group Inc.10,100$477.0K0.00%+10,100New
United Capital Financial Advisers, LLC9,841$464.7K0.00%−171−1.7%Reduced
Boothbay Fund Management, LLC9,804$462.9K0.01%+9,804New
Lynx Investment Advisory9,707$458.4K0.33%+7+0.1%Added
Wedmont Private Capital9,625$456.6K0.03%+427+4.6%Added
Kestra Advisory Services, LLC9,590$452.8K0.00%−2,570−21.1%Reduced
Watts Gwilliam & Co., LLC9,469$447.1K0.10%+9,469New
Walleye Capital LLC9,178$433.4K0.00%−15,222−62.4%Reduced
GAMMA Investing LLC9,111$430.2K0.04%+1,265+16.1%Added
Summit Trail Advisors, LLC9,053$427.5K0.01%−363−3.9%Reduced
Coldstream Capital Management Inc8,802$426.0K0.01%+768+9.6%Added
Avaii Wealth Management, LLC8,779$414.5K0.21%−409−4.5%Reduced
Jackson Creek Investment Advisors LLC8,742$413.0K0.12%−88−1.0%Reduced
CWM Advisors, LLC8,727$412.1K0.04%+610+7.5%Added
Global Retirement Partners, LLC8,628$407.4K0.01%−490−5.4%Reduced
Veriti Management LLC8,449$398.9K0.02%−434−4.9%Reduced
EMC Capital Management2,364$397.0K0.33%−7,886−76.9%Reduced
Maryland State Retirement & Pension System8,246$389.4K0.01%−3,302−28.6%Reduced
SG Americas Securities, LLC8,238$389.0K0.00%−34,614−80.8%Reduced
Ronald Blue Trust, Inc.8,962$388.7K0.01%+4,612+106.0%Added
Independent Financial Group, LLC8,172$385.9K0.01%−251−3.0%Reduced
Clearstead Advisors, LLC8,135$384.1K0.01%+24+0.3%Added
Financial Network Wealth Advisors LLC8,104$382.7K0.32%+21+0.3%Added
Graham Capital Management, L.P.8,072$381.2K0.01%+8,072New
Blueshift Asset Management, LLC8,023$378.8K0.09%+8,023New
Profund Advisors LLC7,931$374.5K0.01%+1,232+18.4%Added
Carson Advisory Inc.7,703$363.7K0.23%+30.0%Added
Bessemer Group Inc7,607$359.0K0.00%+280+3.8%Added
CAPROCK Group, Inc.7,389$348.9K0.01%+1,203+19.4%Added
Mma Asset Management LLC7,340$346.6K0.09%00.0%Unchanged
Pitcairn Co7,259$342.8K0.02%−1,583−17.9%Reduced
Buckingham Strategic Partners7,144$337.4K0.01%+107+1.5%Added
Horizon Advisory Services, Inc.7,094$335.0K0.15%−144−2.0%Reduced
Apella Capital, LLC7,215$329.7K0.01%+11+0.2%Added
Mather Group, LLC.6,933$327.4K0.00%−152−2.1%Reduced
Sigma Planning Corp6,927$327.1K0.01%−241−3.4%Reduced