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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 521 | $24.6K | 0.00% | −375−41.9% | Reduced |
| Raleigh Capital Management Inc. | 500 | $23.6K | 0.01% | +2+0.4% | Added |
| Abich Financial Wealth Management LLC | 497 | $23.5K | 0.05% | −920−64.9% | Reduced |
| IFP Advisors, Inc | 480 | $22.6K | 0.00% | −1,364−74.0% | Reduced |
| Cromwell Holdings LLC | 451 | $21.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 428 | $20.2K | 0.00% | +7+1.7% | Added |
| SRS Capital Advisors, Inc. | 408 | $19.3K | 0.00% | +365+848.8% | Added |
| Independence Bank of Kentucky | 400 | $18.9K | 0.00% | +400 | New |
| First Horizon Advisors, Inc. | 387 | $18.3K | 0.00% | −88−18.5% | Reduced |
| Covestor Ltd | 374 | $18.0K | 0.01% | −1,021−73.2% | Reduced |
| Central Trust Co | 369 | $17.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 358 | $16.9K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 360 | $16.4K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 343 | $16.2K | 0.00% | +343 | New |
| Bogart Wealth, LLC | 323 | $15.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 313 | $14.8K | 0.00% | −3−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 289 | $13.6K | 0.00% | +144+99.3% | Added |
| Bryn Mawr Trust Co | 280 | $13.2K | 0.00% | +280 | New |
| DT Investment Partners, LLC | 260 | $12.3K | 0.00% | +260 | New |
| CoreCap Advisors, LLC | 244 | $11.5K | 0.00% | +244 | New |
| Larson Financial Group LLC | 238 | $11.2K | 0.00% | −1,466−86.0% | Reduced |
| Creative Financial Designs Inc | 233 | $11.0K | 0.00% | +7+3.1% | Added |
| Hemington Wealth Management | 193 | $10.0K | 0.00% | +193 | New |
| MCF Advisors LLC | 191 | $9.01K | 0.00% | +39+25.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 150 | $8.92K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 185 | $8.74K | 0.00% | +185 | New |
| Private Wealth Management Group, LLC | 181 | $8.55K | 0.00% | +1+0.6% | Added |
| Huntington National Bank | 175 | $8.26K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 169 | $7.98K | 0.00% | +169 | New |
| Rogco, LP | 160 | $7.55K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $7.08K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 134 | $6.33K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $6.26K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 125 | $5.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $5.71K | 0.00% | −11−8.3% | Reduced |
| Fortitude Family Office, LLC | 118 | $5.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $5.24K | 0.00% | −28−20.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 110 | $5.19K | 0.00% | +110 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 106 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 92 | $4.34K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 88 | $4.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $3.97K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 62 | $3.69K | 0.00% | −1,352−95.6% | Reduced |
| Bruce G. Allen Investments, LLC | 70 | $3.31K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 68 | $3.21K | 0.00% | −154−69.4% | Reduced |
| Heritage Wealth Advisors | 60 | $2.83K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 50 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $2.36K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 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 |
| AdvisorNet Financial, Inc | 36 | $1.70K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $1.65K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 34 | $1.61K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.18K | 0.00% | −5−16.7% | Reduced |
| HM Payson & Co | 23 | $1.09K | 0.00% | +23 | New |
| Legacy Investment Solutions, LLC | 18 | $1.08K | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 18 | $1.08K | 0.00% | +18 | New |
| 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 |
| Lindbrook Capital, LLC | 21 | $992 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $803 | 0.00% | −9−34.6% | Reduced |
| Dunhill Financial, LLC | 16 | $751 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 13 | $614 | 0.00% | +13 | New |
| Claris Advisors, LLC | 9 | $425 | 0.00% | +9 | New |
| Bokf, NA | 6 | $277 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 4 | $189 | 0.00% | +4 | New |
| TFC Financial Management | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Azora Capital LP | 0 | $0 | 0.00% | −812,114−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −374,031−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −293,730−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −241,001−100.0% | Sold out |
| PL Capital Advisors, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −40,173−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −28,585−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −26,011−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −44,060−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −16,195−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −12,208−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,780−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,572−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,064−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −10,591−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −9,923−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −6,888−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −5,710−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −5,023−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −1,314−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |