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, Q4 2024
Institutional positions in Zions Bancorporation, National Association as of Dec 31, 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
- 474
- +11 vs. Q3 2024
- Shares held
- 115.2M
- +3.16M (+2.8%) vs. Q3 2024
- Total value
- $6.25B
- +$960.0M (+18.2%) vs. Q3 2024
- New holders
- 68
- 153 more added
- Sold out
- 57
- 177 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Your Advocates Ltd., LLP | 0 | $3 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $55 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $86 | 0.01% | −1,589−99.9% | Reduced |
| Old Second National Bank of Aurora | 5 | $271 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $272 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $326 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 9 | $488 | 0.00% | −27−75.0% | Reduced |
| CoreCap Advisors, LLC | 11 | $597 | 0.00% | −233−95.5% | Reduced |
| Brown Brothers Harriman & Co | 13 | $705 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $922 | 0.00% | +17 | New |
| True Wealth Design, LLC | 18 | $977 | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 18 | $977 | 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 |
| Legacy Investment Solutions, LLC | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $1.38K | 0.00% | +10+62.5% | Added |
| Coppell Advisory Solutions LLC | 26 | $1.41K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 28 | $1.52K | 0.00% | −6−17.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 28 | $1.52K | 0.00% | +28 | New |
| Oakworth Capital, Inc. | 35 | $1.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 39 | $2.12K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 48 | $2.62K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 53 | $2.88K | 0.00% | +53 | New |
| Aster Capital Management (DIFC) Ltd | 62 | $3.36K | 0.00% | −16,538−99.6% | Reduced |
| Continuum Advisory, LLC | 62 | $3.36K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 67 | $3.63K | 0.00% | +28+71.8% | Added |
| Heritage Wealth Advisors | 73 | $3.96K | 0.00% | +13+21.7% | Added |
| Valued Wealth Advisors LLC | 84 | $4.55K | 0.00% | −4−4.5% | Reduced |
| Prestige Wealth Management Group LLC | 84 | $4.56K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 84 | $4.56K | 0.00% | +14+20.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 92 | $4.99K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $5.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $5.42K | 0.00% | +100 | New |
| Leonteq Securities AG | 109 | $5.91K | 0.00% | +41+60.3% | Added |
| Bell Investment Advisors, Inc | 111 | $6.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $6.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $6.57K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 125 | $6.78K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $6.94K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 130 | $7.05K | 0.00% | −76,426−99.8% | Reduced |
| SBI Securities Co., Ltd. | 142 | $7.70K | 0.00% | +142 | New |
| Rosenberg Matthew Hamilton | 144 | $7.81K | 0.00% | −145−50.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $8.14K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 150 | $8.40K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 160 | $8.68K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 169 | $9.17K | 0.00% | −400−70.3% | Reduced |
| First Horizon Advisors, Inc. | 179 | $9.71K | 0.00% | −208−53.7% | Reduced |
| Private Wealth Management Group, LLC | 181 | $9.82K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $10.0K | 0.01% | −1,200−85.7% | Reduced |
| Creative Financial Designs Inc | 190 | $10.3K | 0.00% | −43−18.5% | Reduced |
| South Plains Financial, Inc. | 200 | $10.8K | 0.01% | +200 | New |
| Hemington Wealth Management | 226 | $12.0K | 0.00% | +33+17.1% | Added |
| MPWM Advisory Solutions, LLC | 227 | $12.3K | 0.01% | +227 | New |
| Larson Financial Group LLC | 238 | $12.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 241 | $13.1K | 0.00% | +50+26.2% | Added |
| Huntington National Bank | 249 | $13.5K | 0.00% | +74+42.3% | Added |
| DT Investment Partners, LLC | 260 | $14.1K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 268 | $14.5K | 0.01% | +134+100.0% | Added |
| Hexagon Capital Partners LLC | 271 | $14.7K | 0.00% | +86+46.5% | Added |
| Exchange Traded Concepts, LLC | 271 | $14.7K | 0.00% | +271 | New |
| Bryn Mawr Trust Co | 280 | $15.2K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 285 | $15.5K | 0.01% | +285 | New |
| MV Capital Management, Inc. | 311 | $16.9K | 0.00% | −2−0.6% | Reduced |
| Bogart Wealth, LLC | 323 | $17.5K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 360 | $19.5K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 384 | $20.0K | 0.01% | +384 | New |
| Central Trust Co | 369 | $20.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 395 | $21.4K | 0.00% | −710−64.3% | Reduced |
| Independence Bank of Kentucky | 400 | $21.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 404 | $21.9K | 0.00% | −3,998−90.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 445 | $24.4K | 0.00% | +339+319.8% | Added |
| Cromwell Holdings LLC | 451 | $24.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 460 | $24.9K | 0.00% | +32+7.5% | Added |
| Bayforest Capital Ltd | 486 | $26.4K | 0.03% | +486 | New |
| IFP Advisors, Inc | 494 | $26.8K | 0.00% | +14+2.9% | Added |
| Raleigh Capital Management Inc. | 502 | $27.2K | 0.01% | +2+0.4% | Added |
| Trust Co of Vermont | 507 | $27.5K | 0.00% | −100−16.5% | Reduced |
| Rothschild Investment LLC | 521 | $28.3K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 525 | $28.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 541 | $29.4K | 0.00% | +183+51.1% | Added |
| Umb Bank N A | 547 | $29.7K | 0.00% | +11+2.1% | Added |
| Deseret Mutual Benefit Administrators | 577 | $31.3K | 0.02% | −28−4.6% | Reduced |
| Addison Advisors LLC | 753 | $40.9K | 0.01% | −31−4.0% | Reduced |
| Eagle Bay Advisors LLC | 764 | $41.5K | 0.03% | −338−30.7% | Reduced |
| Quent Capital, LLC | 777 | $42.1K | 0.00% | +87+12.6% | Added |
| Storebrand Asset Management AS | 777 | $42.2K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 798 | $43.8K | 0.01% | +5+0.6% | Added |
| American Capital Advisory, LLC | 838 | $45.5K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 853 | $46.0K | 0.03% | +479+128.1% | Added |
| Parallel Advisors, LLC | 884 | $48.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 901 | $48.9K | 0.00% | +493+120.8% | Added |
| GeoWealth Management, LLC | 982 | $53.3K | 0.00% | −4−0.4% | Reduced |
| Signaturefd, LLC | 1,112 | $60.3K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,140 | $61.8K | 0.04% | +1,140 | New |
| Optiver Holding B.V. | 1,260 | $68.4K | 0.00% | −24−1.9% | Reduced |