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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, 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.

Institutional holdersQ4 2024: 474 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 heldQ4 2024: $6.25B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q3 2024.

Institutions holding ZION in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Savant Capital, LLC7,302$396.1K0.00%+780+12.0%Added
Carson Advisory Inc.7,305$396.3K0.28%−398−5.2%Reduced
CWM Advisors, LLC7,395$401.2K0.04%−1,332−15.3%Reduced
CAPROCK Group, Inc.7,557$410.0K0.01%+168+2.3%Added
Clearstead Advisors, LLC8,120$440.5K0.01%−15−0.2%Reduced
Clear Creek Financial Management, LLC8,143$441.8K0.05%−4,708−36.6%Reduced
Zions Bancorporation, N.A.8,144$441.8K0.03%−7,532−48.0%Reduced
Maryland State Retirement & Pension System8,246$447.3K0.01%00.0%Unchanged
Qsemble Capital Management, LP8,408$456.1K0.06%+8,408New
Massmutual Trust Co FSB8,424$457.0K0.01%−2,250−21.1%Reduced
Knights of Columbus Asset Advisors LLC8,583$465.6K0.03%+8,583New
Coldstream Capital Management Inc8,592$466.1K0.01%−210−2.4%Reduced
Dynamic Technology Lab Private Ltd8,629$468.0K0.08%−5,297−38.0%Reduced
Avaii Wealth Management, LLC8,671$470.4K0.23%−108−1.2%Reduced
GTS Securities LLC8,739$474.1K0.02%−4,753−35.2%Reduced
Global Retirement Partners, LLC8,747$474.5K0.01%+119+1.4%Added
Neville Rodie & Shaw Inc8,800$477.0K0.03%+8,800New
Versor Investments LP8,927$484.3K0.08%−8,500−48.8%Reduced
Gsa Capital Partners LLP8,957$486.0K0.04%+8,957New
Jackson Creek Investment Advisors LLC9,027$490.0K0.15%+285+3.3%Added
United Capital Financial Advisers, LLC9,262$502.5K0.00%−579−5.9%Reduced
Kestra Advisory Services, LLC9,331$506.2K0.00%−259−2.7%Reduced
Atria Investments LLC9,475$514.0K0.01%−2,567−21.3%Reduced
Two Sigma Securities, LLC9,490$514.8K0.09%−32,527−77.4%Reduced
Stratos Wealth Partners, LTD.9,490$514.9K0.01%−2,356−19.9%Reduced
GAMMA Investing LLC9,514$516.1K0.04%+403+4.4%Added
Profund Advisors LLC9,525$516.7K0.02%+1,594+20.1%Added
Wedmont Private Capital9,804$523.0K0.03%+179+1.9%Added
Watts Gwilliam & Co., LLC9,491$525.8K0.11%+22+0.2%Added
Intech Investment Management LLC9,728$527.7K0.01%+9,728New
Lynx Investment Advisory9,746$528.7K0.36%+39+0.4%Added
Kayne Anderson Rudnick Investment Management LLC10,025$543.9K0.00%+10,000+40,000.0%Added
Inceptionr LLC10,028$544.0K0.12%+10,028New
MainStreet Investment Advisors LLC10,090$547.4K0.08%−85−0.8%Reduced
EMC Capital Management10,250$556.0K0.31%+7,886+333.6%Added
HB Wealth Management, LLC10,398$564.1K0.01%+6+0.1%Added
Harvest Fund Management Co., Ltd10,491$569.0K0.03%+9,468+925.5%Added
Vident Advisory, LLC10,553$572.6K0.01%−10,987−51.0%Reduced
Acorn Financial Advisory Services Inc10,632$576.8K0.10%−157−1.5%Reduced
PDT Partners, LLC10,700$580.5K0.05%−22−0.2%Reduced
Trustmark National Bank Trust Department10,701$580.5K0.04%00.0%Unchanged
Securian Asset Management, Inc11,166$605.8K0.02%−319−2.8%Reduced
Cottonwood Capital Advisors, LLC11,399$618.4K0.44%−1,835−13.9%Reduced
Public Employees Retirement Association of Colorado11,406$619.0K0.00%00.0%Unchanged
Jain Global LLC11,533$625.7K0.02%+11,533New
Sendero Wealth Management, LLC11,803$640.3K0.10%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC11,953$648.5K0.02%−20.0%Reduced
Cookson Peirce & Co Inc11,992$650.6K0.03%+11,992New
Michels Family Financial, LLC11,993$650.6K0.60%+11,993New
Supplemental Annuity Collective Trust of NJ12,000$651.0K0.19%00.0%Unchanged
RSM US Wealth Management LLC12,079$656.0K0.01%+5,513+84.0%Added
Lunt Capital Management, Inc.12,655$686.5K0.27%+48+0.4%Added
EP Wealth Advisors, LLC12,738$691.1K0.01%−3,957−23.7%Reduced
Centiva Capital, LP12,912$700.5K0.03%−589−4.4%Reduced
Y-Intercept (Hong Kong) Ltd13,150$713.4K0.05%−9,749−42.6%Reduced
Pinnacle Holdings, LLC13,244$718.5K0.27%00.0%Unchanged
Fifth Third Bancorp13,293$721.1K0.00%−1,511−10.2%Reduced
UMA Financial Services, Inc.13,715$744.1K0.13%+33+0.2%Added
Federated Hermes, Inc.13,850$751.4K0.00%−1,842−11.7%Reduced
Canada Pension Plan Investment Board14,100$764.9K0.00%−125,900−89.9%Reduced
Schroder Investment Management Group14,592$792.6K0.00%+14,592New
Crossmark Global Holdings, Inc.14,649$795.0K0.01%−10−0.1%Reduced
Leo Wealth, LLC14,664$795.5K0.07%+107+0.7%Added
TCI Wealth Advisors, Inc.14,870$806.7K0.07%−9−0.1%Reduced
Engineers Gate Manager LP15,124$820.5K0.01%−23,674−61.0%Reduced
Soltis Investment Advisors LLC15,548$843.5K0.08%−40−0.3%Reduced
US Bancorp15,856$860.2K0.00%−494−3.0%Reduced
Wolverine Asset Management LLC15,890$862.0K0.02%−18,618−54.0%Reduced
Sterling Capital Management LLC16,030$869.6K0.01%+3,127+24.2%Added
Farther Finance Advisors, LLC16,173$877.4K0.03%−227−1.4%Reduced
Stifel Financial Corp16,581$899.5K0.00%−3,082−15.7%Reduced
Xponance, Inc.16,659$903.8K0.01%+848+5.4%Added
State of Alaska, Department of Revenue16,848$914.0K0.01%−310−1.8%Reduced
D.A. Davidson & Co.16,860$914.7K0.01%−1,319−7.3%Reduced
GWM Advisors LLC17,112$928.3K0.01%+101+0.6%Added
Advisory Services Network, LLC17,146$930.2K0.02%+2,237+15.0%Added
Contravisory Investment Management, Inc.17,263$936.5K0.20%+249+1.5%Added
Tower Research Capital LLC (TRC)17,854$968.6K0.02%+7,473+72.0%Added
Bayesian Capital Management, LP18,038$978.6K0.12%+18,038New
Kestra Private Wealth Services, LLC18,779$1.02M0.02%+154+0.8%Added
Creative Planning18,879$1.02M0.00%+163+0.9%Added
Halbert Hargrove Global Advisors, LLC19,109$1.04M0.06%00.0%Unchanged
MAI Capital Management19,298$1.05M0.01%00.0%Unchanged
Nomura Holdings Inc19,600$1.06M0.01%+19,600New
Winton Group Ltd19,740$1.07M0.07%−2,155−9.8%Reduced
CIBC Private Wealth Group, LLC19,679$1.08M0.00%+17,990+1,065.1%Added
Ironwood Financial, llc20,604$1.12M0.23%00.0%Unchanged
Hussman Strategic Advisors, Inc.21,000$1.14M0.34%−21,000−50.0%Reduced
Natixis Investment Managers International21,135$1.15M0.09%+70+0.3%Added
Sierra Summit Advisors LLC21,701$1.18M0.24%+4,511+26.2%Added
Neuberger Berman Group LLC21,704$1.18M0.00%−2,089−8.8%Reduced
Keybank National Association21,774$1.18M0.00%−581−2.6%Reduced
Pacer Advisors, Inc.22,021$1.19M0.00%+423+2.0%Added
O'Shaughnessy Asset Management, LLC22,530$1.22M0.01%+3,973+21.4%Added
Thompson Investment Management, Inc.22,763$1.23M0.18%−72−0.3%Reduced
Lazard Asset Management LLC23,059$1.25M0.00%+7,087+44.4%Added
Colony Group, LLC23,081$1.25M0.00%+6,296+37.5%Added
Acadian Asset Management LLC23,242$1.26M0.00%−149,749−86.6%Reduced
STRS Ohio23,679$1.28M0.01%−4,629−16.4%Reduced
Utah Retirement Systems23,852$1.29M0.01%00.0%Unchanged