Skip to main content

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
Allworth Financial LP6,756$319.0K0.00%+4+0.1%Added
Truist Financial Corp6,748$318.6K0.00%−6,530−49.2%Reduced
Guggenheim Capital LLC6,610$312.1K0.00%−5,077−43.4%Reduced
Savant Capital, LLC6,522$307.9K0.00%+812+14.2%Added
ProShare Advisors LLC6,439$304.1K0.00%−524−7.5%Reduced
Paragon Capital Management Ltd6,432$303.8K0.06%+55+0.9%Added
Blair William & Co6,410$302.7K0.00%+236+3.8%Added
NorthRock Partners, LLC6,405$302.4K0.01%+15+0.2%Added
RSM US Wealth Management LLC6,566$299.4K0.00%+508+8.4%Added
M&T Bank Corp6,326$298.7K0.00%−383−5.7%Reduced
Shelton Capital Management6,296$297.3K0.01%−240−3.7%Reduced
Sanctuary Advisors, LLC4,791$290.2K0.00%+4,791New
Fruth Investment Management6,100$288.0K0.07%00.0%Unchanged
Geneos Wealth Management Inc.6,038$285.1K0.01%+242+4.2%Added
Proequities, Inc.6,026$284.5K0.02%−207−3.3%Reduced
Aigen Investment Management, LP6,001$283.4K0.06%+6,001New
Drive Wealth Management, LLC5,974$282.1K0.07%+23+0.4%Added
KG&L Capital Management,LLC5,940$280.5K0.09%−17,760−74.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.5,900$278.6K0.00%+5,900New
Impact Partnership Wealth, LLC5,702$269.2K0.06%−224−3.8%Reduced
Lido Advisors, LLC5,621$265.4K0.00%−588−9.5%Reduced
Beacon Investment Advisory Services, Inc.5,550$262.1K0.01%00.0%Unchanged
Atomi Financial Group, Inc.5,492$259.3K0.02%+754+15.9%Added
Twinbeech Capital LP5,423$256.1K0.00%+5,423New
Chicago Partners Investment Group LLC4,909$254.7K0.01%+450+10.1%Added
Jones Financial Companies LLLP5,440$252.7K0.00%+5,440New
Toroso Investments, LLC5,305$250.5K0.00%−24−0.5%Reduced
Sippican Capital Advisors5,250$247.9K0.17%−50−0.9%Reduced
Inscription Capital, LLC5,223$246.6K0.04%−2,090−28.6%Reduced
Salzhauer Michael5,200$245.5K0.16%00.0%Unchanged
Blackhawk Capital Partners LLC.5,185$244.8K0.13%−39−0.7%Reduced
Whittier Trust Co of Nevada Inc5,175$244.4K0.01%00.0%Unchanged
Axq Capital, LP5,170$244.1K0.07%+5,170New
Forum Financial Management, LP5,121$241.8K0.00%+4+0.1%Added
Strategic Advocates LLC5,057$238.8K0.09%−92−1.8%Reduced
Ritholtz Wealth Management5,032$237.6K0.01%+5,032New
Johnson Investment Counsel Inc5,020$237.1K0.00%00.0%Unchanged
Renaissance Technologies LLC4,900$231.4K0.00%−1,400−22.2%Reduced
ISAM Funds (UK) Ltd4,793$226.3K0.13%+4,793New
Riverwater Partners LLC4,948$226.1K0.11%−25−0.5%Reduced
Traynor Capital Management, Inc.4,774$225.4K0.02%+42+0.9%Added
MML Investors Services, LLC4,751$224.0K0.00%+4,751New
We Are One Seven, LLC4,712$222.5K0.01%+4,712New
Moneta Group Investment Advisors LLC4,636$218.9K0.00%−32−0.7%Reduced
Avid Wealth Partners LLC4,606$217.5K0.15%+4,606New
Fifth Third Wealth Advisors LLC4,600$217.2K0.01%+38+0.8%Added
Wharton Business Group, LLC4,460$211.0K0.01%+4,460New
KBC Group NV4,455$210.0K0.00%+909+25.6%Added
WJ Interests, LLC4,439$209.6K0.09%+4,439New
Quarry LP4,402$207.9K0.06%+3,102+238.6%Added
Lake Street Advisors Group, LLC4,360$205.9K0.01%+4,360New
TrinityPoint Wealth, LLC4,352$205.5K0.03%+4,352New
National Bank of Canada4,342$205.0K0.00%+3,938+974.8%Added
Old National Bancorp4,318$203.9K0.00%+4,318New
CIBC Asset Management Inc4,287$202.4K0.00%+4,287New
Shell Asset Management Co4,252$201.0K0.01%+4,252New
Glenmede Trust Co NA4,099$193.6K0.00%−1,095−21.1%Reduced
Crewe Advisors LLC3,950$186.5K0.02%+787+24.9%Added
Centaurus Financial, Inc.3,904$184.0K0.01%−14−0.4%Reduced
Versant Capital Management, Inc2,926$138.2K0.03%+241+9.0%Added
Ci Investments Inc.2,844$134.0K0.00%+409+16.8%Added
TD Private Client Wealth LLC2,837$134.0K0.00%+375+15.2%Added
Northwestern Mutual Wealth Management Co2,665$125.8K0.00%−305−10.3%Reduced
Skopos Labs, Inc.2,513$118.7K0.04%+2,513New
Venturi Wealth Management, LLC2,470$116.6K0.01%+1,671+209.1%Added
Hamilton Capital Partners Inc.2,408$113.7K0.01%00.0%Unchanged
Principal Securities, Inc.2,049$96.8K0.00%−43−2.1%Reduced
Peterson Wealth Services2,043$96.5K0.03%+2,043New
Steward Partners Investment Advisory, LLC2,018$95.3K0.00%+1,921+1,980.4%Added
Smartleaf Asset Management LLC1,873$87.0K0.01%+935+99.7%Added
Nomura Asset Management Co Ltd1,830$86.4K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,738$82.1K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC1,689$79.8K0.00%+3+0.2%Added
Quadrant Capital Group LLC1,659$78.3K0.01%−6−0.4%Reduced
NBC Securities, Inc.1,590$75.0K0.01%−358−18.4%Reduced
Capstone Investment Advisors, LLC1,528$72.2K0.00%−2,028−57.0%Reduced
Walleye Trading LLC1,401$66.2K0.00%−18,772−93.1%Reduced
FNY Investment Advisers, LLC1,400$66.0K0.03%−900−39.1%Reduced
Allspring Global Investments Holdings, LLC1,327$62.7K0.00%+38+2.9%Added
Optiver Holding B.V.1,284$60.6K0.00%+1,284New
New Millennium Group LLC1,267$59.8K0.04%00.0%Unchanged
Parkside Financial Bank & Trust1,264$59.7K0.01%−97−7.1%Reduced
Signaturefd, LLC1,112$52.5K0.00%00.0%Unchanged
Albion Financial Group1,105$52.2K0.00%00.0%Unchanged
Eagle Bay Advisors LLC1,102$52.1K0.02%−10−0.9%Reduced
Harvest Fund Management Co., Ltd1,023$48.0K0.00%−268−20.8%Reduced
GeoWealth Management, LLC986$46.6K0.00%+986New
Parallel Advisors, LLC884$41.7K0.00%+3+0.3%Added
Kozak & Associates, Inc.793$40.5K0.01%+7+0.9%Added
American Capital Advisory, LLC838$39.6K0.02%00.0%Unchanged
Addison Advisors LLC784$37.0K0.01%−3−0.4%Reduced
Storebrand Asset Management AS777$36.7K0.00%00.0%Unchanged
Quent Capital, LLC690$32.3K0.00%+49+7.6%Added
Trust Co of Vermont607$28.7K0.00%+77+14.5%Added
Deseret Mutual Benefit Administrators605$28.6K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC600$28.3K0.00%00.0%Unchanged
ORG Wealth Partners, LLC597$28.2K0.01%+597New
Spire Wealth Management569$26.9K0.00%00.0%Unchanged
Umb Bank N A536$25.3K0.00%+171+46.8%Added
Mechanics Financial Corp525$24.8K0.01%00.0%Unchanged