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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 5,550 | $301.1K | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 5,500 | $298.0K | 0.08% | −600−9.8% | Reduced |
| Lido Advisors, LLC | 5,448 | $295.6K | 0.00% | −173−3.1% | Reduced |
| Buckingham Strategic Partners | 5,402 | $293.1K | 0.00% | −1,742−24.4% | Reduced |
| Chicago Partners Investment Group LLC | 5,252 | $288.2K | 0.01% | +343+7.0% | Added |
| Sippican Capital Advisors | 5,250 | $284.8K | 0.21% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 5,245 | $284.5K | 0.02% | +5,245 | New |
| Salzhauer Michael | 5,200 | $282.1K | 0.14% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,175 | $280.7K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,125 | $278.0K | 0.00% | +4+0.1% | Added |
| Fluent Financial, LLC | 5,098 | $276.6K | 0.12% | +5,098 | New |
| Sanctuary Advisors, LLC | 4,731 | $275.8K | 0.00% | −60−1.3% | Reduced |
| Johnson Investment Counsel Inc | 5,020 | $272.3K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,948 | $268.4K | 0.13% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 4,853 | $263.5K | 0.00% | +4,853 | New |
| Emerald Mutual Fund Advisers Trust | 4,828 | $261.9K | 0.02% | −10,220−67.9% | Reduced |
| Traynor Capital Management, Inc. | 4,809 | $260.9K | 0.02% | +35+0.7% | Added |
| We Are One Seven, LLC | 4,749 | $257.7K | 0.01% | +37+0.8% | Added |
| Aaron Wealth Advisors | 4,741 | $257.2K | 0.03% | +4,741 | New |
| Blackhawk Capital Partners LLC. | 4,640 | $251.7K | 0.13% | −545−10.5% | Reduced |
| Avid Wealth Partners LLC | 4,639 | $251.7K | 0.18% | +33+0.7% | Added |
| NorthRock Partners, LLC | 4,629 | $251.1K | 0.01% | −1,776−27.7% | Reduced |
| Moneta Group Investment Advisors LLC | 4,602 | $249.7K | 0.00% | −34−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,600 | $249.6K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,552 | $246.9K | 0.00% | −2,058−31.1% | Reduced |
| Geneos Wealth Management Inc. | 4,538 | $246.2K | 0.01% | −1,500−24.8% | Reduced |
| CIBC Asset Management Inc | 4,511 | $244.7K | 0.00% | +224+5.2% | Added |
| 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 |
| Mercer Global Advisors Inc | 4,451 | $241.5K | 0.00% | +4,451 | New |
| WJ Interests, LLC | 4,439 | $240.8K | 0.12% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,401 | $238.8K | 0.03% | +4,401 | New |
| National Bank of Canada | 4,342 | $236.1K | 0.00% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,346 | $235.8K | 0.01% | −14−0.3% | Reduced |
| Modern Wealth Management, LLC | 4,346 | $235.8K | 0.01% | +4,346 | New |
| Shell Asset Management Co | 4,240 | $230.0K | 0.01% | −12−0.3% | Reduced |
| Polymer Capital Management (US) LLC | 4,219 | $228.9K | 0.07% | +4,219 | New |
| Diversified Trust Co | 4,195 | $227.6K | 0.01% | −10,595−71.6% | Reduced |
| Sigma Planning Corp | 4,189 | $227.2K | 0.01% | −2,738−39.5% | Reduced |
| Wetherby Asset Management Inc | 4,156 | $225.5K | 0.01% | +4,156 | New |
| Glenmede Trust Co NA | 4,116 | $223.3K | 0.00% | +17+0.4% | Added |
| Cresset Asset Management, LLC | 4,109 | $222.9K | 0.00% | −29,441−87.8% | Reduced |
| Fiduciary Trust Co | 4,049 | $219.7K | 0.00% | +4,049 | New |
| Hamilton Capital Partners Inc. | 4,035 | $218.9K | 0.02% | +1,627+67.6% | Added |
| TrinityPoint Wealth, LLC | 3,998 | $216.9K | 0.03% | −354−8.1% | Reduced |
| Shepherd Financial Partners LLC | 3,960 | $214.8K | 0.03% | +3,960 | New |
| Crewe Advisors LLC | 3,950 | $214.3K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 3,910 | $212.0K | 0.01% | +6+0.2% | Added |
| Trust Investment Advisors | 3,901 | $211.6K | 0.14% | +3,901 | New |
| Prime Capital Investment Advisors, LLC | 3,817 | $207.1K | 0.00% | +3,817 | New |
| Diversify Wealth Management, LLC | 3,774 | $201.3K | 0.02% | +3,774 | New |
| Old National Bancorp | 3,690 | $200.2K | 0.00% | −628−14.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,618 | $196.3K | 0.00% | −5,344−59.6% | Reduced |
| Group One Trading, L.P. | 3,430 | $186.1K | 0.01% | −50,850−93.7% | Reduced |
| State of Wyoming | 3,326 | $180.4K | 0.02% | +3,326 | New |
| Versant Capital Management, Inc | 2,941 | $159.6K | 0.03% | +15+0.5% | Added |
| Venturi Wealth Management, LLC | 2,802 | $152.0K | 0.01% | +332+13.4% | Added |
| TD Private Client Wealth LLC | 2,769 | $150.2K | 0.00% | −68−2.4% | Reduced |
| Parkside Financial Bank & Trust | 2,685 | $145.7K | 0.02% | +1,421+112.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,609 | $141.5K | 0.00% | −56−2.1% | Reduced |
| Skopos Labs, Inc. | 2,497 | $135.4K | 0.04% | −16−0.6% | Reduced |
| Ci Investments Inc. | 2,415 | $131.0K | 0.00% | −429−15.1% | Reduced |
| Smartleaf Asset Management LLC | 2,241 | $121.7K | 0.01% | +368+19.6% | Added |
| Whipplewood Advisors, LLC | 2,121 | $115.1K | 0.07% | +2,121 | New |
| Peterson Wealth Services | 2,051 | $111.3K | 0.03% | +8+0.4% | Added |
| Natixis | 1,886 | $102.3K | 0.00% | +1,886 | New |
| Nomura Asset Management Co Ltd | 1,830 | $99.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,738 | $94.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,700 | $92.2K | 0.03% | −19,700−92.1% | Reduced |
| Quadrant Capital Group LLC | 1,610 | $87.3K | 0.01% | −49−3.0% | Reduced |
| Walleye Capital LLC | 1,607 | $87.2K | 0.00% | −7,571−82.5% | Reduced |
| Principal Securities, Inc. | 1,394 | $75.6K | 0.00% | −655−32.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,338 | $72.6K | 0.00% | −680−33.7% | Reduced |
| New Millennium Group LLC | 1,271 | $69.0K | 0.04% | +4+0.3% | Added |
| Optiver Holding B.V. | 1,260 | $68.4K | 0.00% | −24−1.9% | Reduced |
| Millstone Evans Group, LLC | 1,140 | $61.8K | 0.04% | +1,140 | New |
| Signaturefd, LLC | 1,112 | $60.3K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 982 | $53.3K | 0.00% | −4−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 901 | $48.9K | 0.00% | +493+120.8% | Added |
| Parallel Advisors, LLC | 884 | $48.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 853 | $46.0K | 0.03% | +479+128.1% | Added |
| American Capital Advisory, LLC | 838 | $45.5K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 798 | $43.8K | 0.01% | +5+0.6% | Added |
| Storebrand Asset Management AS | 777 | $42.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 777 | $42.1K | 0.00% | +87+12.6% | Added |
| Eagle Bay Advisors LLC | 764 | $41.5K | 0.03% | −338−30.7% | Reduced |
| Addison Advisors LLC | 753 | $40.9K | 0.01% | −31−4.0% | Reduced |
| Deseret Mutual Benefit Administrators | 577 | $31.3K | 0.02% | −28−4.6% | Reduced |
| Umb Bank N A | 547 | $29.7K | 0.00% | +11+2.1% | Added |
| EverSource Wealth Advisors, LLC | 541 | $29.4K | 0.00% | +183+51.1% | Added |
| Mechanics Financial Corp | 525 | $28.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 521 | $28.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 507 | $27.5K | 0.00% | −100−16.5% | Reduced |
| Raleigh Capital Management Inc. | 502 | $27.2K | 0.01% | +2+0.4% | Added |
| IFP Advisors, Inc | 494 | $26.8K | 0.00% | +14+2.9% | Added |
| Bayforest Capital Ltd | 486 | $26.4K | 0.03% | +486 | New |
| Harbour Investments, Inc. | 460 | $24.9K | 0.00% | +32+7.5% | Added |
| Cromwell Holdings LLC | 451 | $24.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 445 | $24.4K | 0.00% | +339+319.8% | Added |
| Quarry LP | 404 | $21.9K | 0.00% | −3,998−90.8% | Reduced |