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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 400 | $21.7K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 395 | $21.4K | 0.00% | −710−64.3% | Reduced |
| Central Trust Co | 369 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 384 | $20.0K | 0.01% | +384 | New |
| Boit C F David | 360 | $19.5K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 323 | $17.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 311 | $16.9K | 0.00% | −2−0.6% | Reduced |
| Noble Wealth Management PBC | 285 | $15.5K | 0.01% | +285 | New |
| Bryn Mawr Trust Co | 280 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 271 | $14.7K | 0.00% | +86+46.5% | Added |
| Exchange Traded Concepts, LLC | 271 | $14.7K | 0.00% | +271 | New |
| Anfield Capital Management, LLC | 268 | $14.5K | 0.01% | +134+100.0% | Added |
| DT Investment Partners, LLC | 260 | $14.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 249 | $13.5K | 0.00% | +74+42.3% | Added |
| MCF Advisors LLC | 241 | $13.1K | 0.00% | +50+26.2% | Added |
| Larson Financial Group LLC | 238 | $12.9K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 227 | $12.3K | 0.01% | +227 | New |
| Hemington Wealth Management | 226 | $12.0K | 0.00% | +33+17.1% | Added |
| South Plains Financial, Inc. | 200 | $10.8K | 0.01% | +200 | New |
| Creative Financial Designs Inc | 190 | $10.3K | 0.00% | −43−18.5% | Reduced |
| FNY Investment Advisers, LLC | 200 | $10.0K | 0.01% | −1,200−85.7% | Reduced |
| Private Wealth Management Group, LLC | 181 | $9.82K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 179 | $9.71K | 0.00% | −208−53.7% | Reduced |
| Spire Wealth Management | 169 | $9.17K | 0.00% | −400−70.3% | Reduced |
| Rogco, LP | 160 | $8.68K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 150 | $8.40K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $8.14K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 144 | $7.81K | 0.00% | −145−50.2% | Reduced |
| SBI Securities Co., Ltd. | 142 | $7.70K | 0.00% | +142 | New |
| Quest Partners LLC | 130 | $7.05K | 0.00% | −76,426−99.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $6.94K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 125 | $6.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $6.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $6.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $6.02K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 109 | $5.91K | 0.00% | +41+60.3% | Added |
| Hollencrest Capital Management | 100 | $5.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $5.42K | 0.00% | +100 | New |
| Atlantic Edge Private Wealth Management, LLC | 92 | $4.99K | 0.00% | 00.0% | Unchanged |
| 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 |
| Valued Wealth Advisors LLC | 84 | $4.55K | 0.00% | −4−4.5% | Reduced |
| Heritage Wealth Advisors | 73 | $3.96K | 0.00% | +13+21.7% | Added |
| Grove Bank & Trust | 67 | $3.63K | 0.00% | +28+71.8% | Added |
| 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 |
| WPG Advisers, LLC | 53 | $2.88K | 0.00% | +53 | New |
| Farmers & Merchants Investments Inc | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 48 | $2.62K | 0.00% | +48 | New |
| Caldwell Sutter Capital, Inc. | 39 | $2.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $1.90K | 0.00% | 00.0% | Unchanged |
| 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 |
| Coppell Advisory Solutions LLC | 26 | $1.41K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 26 | $1.38K | 0.00% | +10+62.5% | Added |
| Lindbrook Capital, LLC | 21 | $1.14K | 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 |
| 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 |
| True Wealth Design, LLC | 18 | $977 | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 18 | $977 | 0.00% | +18 | New |
| Assetmark, Inc | 17 | $922 | 0.00% | +17 | New |
| Brown Brothers Harriman & Co | 13 | $705 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $597 | 0.00% | −233−95.5% | Reduced |
| AdvisorNet Financial, Inc | 9 | $488 | 0.00% | −27−75.0% | Reduced |
| Parkworth Wealth Management, Inc. | 6 | $326 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $272 | 0.00% | +5 | New |
| Old Second National Bank of Aurora | 5 | $271 | 0.00% | +5 | New |
| NBC Securities, Inc. | 1 | $86 | 0.01% | −1,589−99.9% | Reduced |
| TFC Financial Management | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 0 | $3 | 0.00% | 0 | New |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −454,648−100.0% | Sold out |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −164,473−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −126,100−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −98,593−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −88,705−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −77,765−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −59,926−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −43,989−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −34,426−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −30,625−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −29,887−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,520−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −21,343−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −21,595−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −17,877−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,138−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −37,485−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −15,965−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −15,931−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,341−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −12,303−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −11,147−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −11,022−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,935−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,799−100.0% | Sold out |