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 |
|---|---|---|---|---|---|
| New Millennium Group LLC | 1,271 | $69.0K | 0.04% | +4+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,338 | $72.6K | 0.00% | −680−33.7% | Reduced |
| Principal Securities, Inc. | 1,394 | $75.6K | 0.00% | −655−32.0% | Reduced |
| Walleye Capital LLC | 1,607 | $87.2K | 0.00% | −7,571−82.5% | Reduced |
| Quadrant Capital Group LLC | 1,610 | $87.3K | 0.01% | −49−3.0% | Reduced |
| Clear Street Markets LLC | 1,700 | $92.2K | 0.03% | −19,700−92.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,738 | $94.3K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,830 | $99.3K | 0.00% | 00.0% | Unchanged |
| Natixis | 1,886 | $102.3K | 0.00% | +1,886 | New |
| Peterson Wealth Services | 2,051 | $111.3K | 0.03% | +8+0.4% | Added |
| Whipplewood Advisors, LLC | 2,121 | $115.1K | 0.07% | +2,121 | New |
| Smartleaf Asset Management LLC | 2,241 | $121.7K | 0.01% | +368+19.6% | Added |
| Ci Investments Inc. | 2,415 | $131.0K | 0.00% | −429−15.1% | Reduced |
| Skopos Labs, Inc. | 2,497 | $135.4K | 0.04% | −16−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,609 | $141.5K | 0.00% | −56−2.1% | Reduced |
| Parkside Financial Bank & Trust | 2,685 | $145.7K | 0.02% | +1,421+112.4% | Added |
| TD Private Client Wealth LLC | 2,769 | $150.2K | 0.00% | −68−2.4% | Reduced |
| Venturi Wealth Management, LLC | 2,802 | $152.0K | 0.01% | +332+13.4% | Added |
| Versant Capital Management, Inc | 2,941 | $159.6K | 0.03% | +15+0.5% | Added |
| State of Wyoming | 3,326 | $180.4K | 0.02% | +3,326 | New |
| Group One Trading, L.P. | 3,430 | $186.1K | 0.01% | −50,850−93.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,618 | $196.3K | 0.00% | −5,344−59.6% | Reduced |
| Old National Bancorp | 3,690 | $200.2K | 0.00% | −628−14.5% | Reduced |
| Diversify Wealth Management, LLC | 3,774 | $201.3K | 0.02% | +3,774 | New |
| Prime Capital Investment Advisors, LLC | 3,817 | $207.1K | 0.00% | +3,817 | New |
| Trust Investment Advisors | 3,901 | $211.6K | 0.14% | +3,901 | New |
| Centaurus Financial, Inc. | 3,910 | $212.0K | 0.01% | +6+0.2% | Added |
| Crewe Advisors LLC | 3,950 | $214.3K | 0.03% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 3,960 | $214.8K | 0.03% | +3,960 | New |
| TrinityPoint Wealth, LLC | 3,998 | $216.9K | 0.03% | −354−8.1% | Reduced |
| Hamilton Capital Partners Inc. | 4,035 | $218.9K | 0.02% | +1,627+67.6% | Added |
| Fiduciary Trust Co | 4,049 | $219.7K | 0.00% | +4,049 | New |
| Cresset Asset Management, LLC | 4,109 | $222.9K | 0.00% | −29,441−87.8% | Reduced |
| Glenmede Trust Co NA | 4,116 | $223.3K | 0.00% | +17+0.4% | Added |
| Wetherby Asset Management Inc | 4,156 | $225.5K | 0.01% | +4,156 | New |
| Sigma Planning Corp | 4,189 | $227.2K | 0.01% | −2,738−39.5% | Reduced |
| Diversified Trust Co | 4,195 | $227.6K | 0.01% | −10,595−71.6% | Reduced |
| Polymer Capital Management (US) LLC | 4,219 | $228.9K | 0.07% | +4,219 | New |
| Shell Asset Management Co | 4,240 | $230.0K | 0.01% | −12−0.3% | Reduced |
| Modern Wealth Management, LLC | 4,346 | $235.8K | 0.01% | +4,346 | New |
| Lake Street Advisors Group, LLC | 4,346 | $235.8K | 0.01% | −14−0.3% | Reduced |
| National Bank of Canada | 4,342 | $236.1K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,401 | $238.8K | 0.03% | +4,401 | New |
| WJ Interests, LLC | 4,439 | $240.8K | 0.12% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 4,451 | $241.5K | 0.00% | +4,451 | New |
| Wharton Business Group, LLC | 4,460 | $242.0K | 0.01% | 00.0% | Unchanged |
| Delta Capital Management LLC | 4,460 | $242.0K | 0.14% | +4,460 | New |
| CIBC Asset Management Inc | 4,511 | $244.7K | 0.00% | +224+5.2% | Added |
| Geneos Wealth Management Inc. | 4,538 | $246.2K | 0.01% | −1,500−24.8% | Reduced |
| Guggenheim Capital LLC | 4,552 | $246.9K | 0.00% | −2,058−31.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,600 | $249.6K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,602 | $249.7K | 0.00% | −34−0.7% | Reduced |
| NorthRock Partners, LLC | 4,629 | $251.1K | 0.01% | −1,776−27.7% | Reduced |
| Avid Wealth Partners LLC | 4,639 | $251.7K | 0.18% | +33+0.7% | Added |
| Blackhawk Capital Partners LLC. | 4,640 | $251.7K | 0.13% | −545−10.5% | Reduced |
| Aaron Wealth Advisors | 4,741 | $257.2K | 0.03% | +4,741 | New |
| We Are One Seven, LLC | 4,749 | $257.7K | 0.01% | +37+0.8% | Added |
| Traynor Capital Management, Inc. | 4,809 | $260.9K | 0.02% | +35+0.7% | Added |
| Emerald Mutual Fund Advisers Trust | 4,828 | $261.9K | 0.02% | −10,220−67.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,853 | $263.5K | 0.00% | +4,853 | New |
| Riverwater Partners LLC | 4,948 | $268.4K | 0.13% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 5,020 | $272.3K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,731 | $275.8K | 0.00% | −60−1.3% | Reduced |
| Fluent Financial, LLC | 5,098 | $276.6K | 0.12% | +5,098 | New |
| Forum Financial Management, LP | 5,125 | $278.0K | 0.00% | +4+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 5,175 | $280.7K | 0.01% | 00.0% | Unchanged |
| Salzhauer Michael | 5,200 | $282.1K | 0.14% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 5,245 | $284.5K | 0.02% | +5,245 | New |
| Sippican Capital Advisors | 5,250 | $284.8K | 0.21% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 5,252 | $288.2K | 0.01% | +343+7.0% | Added |
| Buckingham Strategic Partners | 5,402 | $293.1K | 0.00% | −1,742−24.4% | Reduced |
| Lido Advisors, LLC | 5,448 | $295.6K | 0.00% | −173−3.1% | Reduced |
| Fruth Investment Management | 5,500 | $298.0K | 0.08% | −600−9.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,550 | $301.1K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,700 | $309.2K | 0.00% | +5,700 | New |
| Toroso Investments, LLC | 5,718 | $310.2K | 0.00% | +413+7.8% | Added |
| Vise Technologies, Inc. | 5,724 | $310.5K | 0.03% | +5,724 | New |
| KG&L Capital Management,LLC | 5,840 | $316.8K | 0.10% | −100−1.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,958 | $323.2K | 0.00% | −6,951−53.8% | Reduced |
| Drive Wealth Management, LLC | 6,020 | $326.6K | 0.08% | +46+0.8% | Added |
| Atomi Financial Group, Inc. | 6,026 | $326.9K | 0.02% | +534+9.7% | Added |
| M&T Bank Corp | 6,113 | $331.6K | 0.00% | −213−3.4% | Reduced |
| Impact Partnership Wealth, LLC | 6,117 | $331.9K | 0.07% | +415+7.3% | Added |
| Shelton Capital Management | 6,296 | $341.6K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 6,331 | $343.5K | 0.07% | −101−1.6% | Reduced |
| KBC Group NV | 6,420 | $348.0K | 0.00% | +1,965+44.1% | Added |
| Proequities, Inc. | 6,026 | $350.1K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,602 | $358.0K | 0.00% | −1,005−13.2% | Reduced |
| Jones Financial Companies LLLP | 6,666 | $361.6K | 0.00% | +1,226+22.5% | Added |
| Blair William & Co | 6,713 | $364.2K | 0.00% | +303+4.7% | Added |
| Allworth Financial LP | 6,300 | $366.0K | 0.00% | −456−6.7% | Reduced |
| Mather Group, LLC. | 6,847 | $371.4K | 0.00% | −86−1.2% | Reduced |
| Pitcairn Co | 6,858 | $372.0K | 0.02% | −401−5.5% | Reduced |
| ProShare Advisors LLC | 6,912 | $375.0K | 0.00% | +473+7.3% | Added |
| Baird Financial Group, Inc. | 7,000 | $379.8K | 0.00% | +7,000 | New |
| Fisher Asset Management, LLC | 7,176 | $389.3K | 0.00% | +7,176 | New |
| Farringdon Capital, Ltd. | 7,181 | $389.6K | 0.16% | +7,181 | New |
| Mma Asset Management LLC | 7,191 | $390.1K | 0.17% | −149−2.0% | Reduced |
| Prudential PLC | 7,221 | $391.7K | 0.00% | +7,221 | New |
| Apella Capital, LLC | 7,282 | $395.0K | 0.02% | +67+0.9% | Added |