Skip to main content

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, Q3 2025

Institutional positions in Zions Bancorporation, National Association as of Sep 30, 2025. 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
514
+26 vs. Q2 2025
Shares held
116.9M
+2.57M (+2.2%) vs. Q2 2025
Total value
$6.61B
+$674.1M (+11.3%) vs. Q2 2025
New holders
70
169 more added
Sold out
44
183 more reduced

5 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 holdersQ3 2025: 514 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 heldQ3 2025: $6.61B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q2 2025.

Institutions holding ZION in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
GPS Wealth Strategies Group, LLC1$570.00%00.0%Unchanged
TFC Financial Management1$570.00%00.0%Unchanged
Tortoise Investment Management, LLC1$570.00%+1New
Your Advocates Ltd., LLP1$600.00%+1Added
National Bank of Canada2$1130.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC3$1700.00%−5−62.5%Reduced
Private Wealth Asset Management, LLC3$1700.00%00.0%Unchanged
Palisade Asset Management, LLC4$2270.00%+4New
Highline Wealth Partners LLC5$2830.00%−32−86.5%Reduced
Financial Management Professionals, Inc.5$2830.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$3390.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.8$4360.00%00.0%Unchanged
Strengthening Families & Communities, LLC8$4600.00%+8New
Kilter Group LLC10$5660.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC11$6220.00%+3+37.5%Added
Hughes Financial Services, LLC12$6310.00%00.0%Unchanged
HFM Investment Advisors, LLC12$6790.00%00.0%Unchanged
Rialto Wealth Management, LLC13$7360.00%+4+44.4%Added
Manchester Capital Management LLC15$8490.00%−12−44.4%Reduced
Dunhill Financial, LLC15$8530.00%00.0%Unchanged
Ogorek Anthony Joseph22$1.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC22$1.00K0.00%+22New
Spire Wealth Management22$1.25K0.00%−97−81.5%Reduced
First Horizon Corp25$1.42K0.00%+25New
Mowery & Schoenfeld Wealth Management, LLC25$1.43K0.00%00.0%Unchanged
Valued Wealth Advisors LLC26$1.46K0.00%−59−69.4%Reduced
Financial Consulate, Inc29$1.64K0.00%+29New
Cornerstone Planning Group LLC21$1.77K0.00%+12+133.3%Added
Caitong International Asset Management Co., Ltd34$1.92K0.00%+4+13.3%Added
Oakworth Capital, Inc.35$1.98K0.00%00.0%Unchanged
Binnacle Investments Inc35$1.98K0.00%+35New
Capital Advisors, Ltd. LLC29$2.00K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.39$2.21K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc40$2.28K0.00%−5,095−99.2%Reduced
Addison Advisors LLC44$2.49K0.00%−714−94.2%Reduced
ZRC Wealth Management, LLC46$2.60K0.00%+46New
Annis Gardner Whiting Capital Advisors, LLC53$3.00K0.00%+53New
Avion Wealth56$3.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.57$3.23K0.00%+57New
Bruce G. Allen Investments, LLC65$3.68K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC84$4.75K0.00%00.0%Unchanged
Grove Bank & Trust86$4.87K0.00%00.0%Unchanged
Stone House Investment Management, LLC86$4.87K0.00%+86New
Principal Securities, Inc.87$4.92K0.00%+35+67.3%Added
AdvisorNet Financial, Inc90$5.09K0.00%+90New
Atlantic Edge Private Wealth Management, LLC92$5.21K0.00%00.0%Unchanged
JPL Wealth Management, LLC95$5.38K0.00%+95New
Hollencrest Capital Management100$5.66K0.00%00.0%Unchanged
CSS LLC100$5.66K0.00%+100New
Loring Wolcott & Coolidge Fiduciary Advisors LLP120$6.20K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc120$6.79K0.00%+8+7.1%Added
Bell Investment Advisors, Inc122$6.90K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC123$6.96K0.00%00.0%Unchanged
Huntington National Bank126$7.13K0.00%+12+10.5%Added
Anfield Capital Management, LLC134$7.58K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton144$8.15K0.00%00.0%Unchanged
SBI Securities Co., Ltd.145$8.20K0.00%+5+3.6%Added
Thurston, Springer, Miller, Herd & Titak, Inc.150$8.49K0.02%00.0%Unchanged
Rogco, LP160$9.05K0.00%00.0%Unchanged
Private Wealth Management Group, LLC181$10.2K0.00%00.0%Unchanged
South State Corp.196$11.1K0.00%−10−4.9%Reduced
South Plains Financial, Inc.200$11.3K0.01%00.0%Unchanged
Creative Financial Designs Inc208$11.8K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC232$13.2K0.01%+2+0.9%Added
Atlantic Trust, LLC234$13.2K0.00%00.0%Unchanged
DT Investment Partners, LLC260$14.7K0.00%00.0%Unchanged
Fortitude Family Office, LLC265$15.0K0.00%00.0%Unchanged
Brown Brothers Harriman & Co267$15.1K0.00%+267New
Noble Wealth Management PBC285$16.1K0.01%+285New
WPG Advisers, LLC287$16.2K0.01%+39+15.7%Added
Hemington Wealth Management308$17.0K0.00%+15+5.1%Added
MV Capital Management, Inc.305$17.3K0.00%−1−0.3%Reduced
Rise Advisors, LLC317$17.9K0.01%00.0%Unchanged
Bogart Wealth, LLC323$18.3K0.00%00.0%Unchanged
True Wealth Design, LLC341$19.3K0.01%+161+89.4%Added
Central Trust Co369$20.9K0.00%00.0%Unchanged
Harbour Investments, Inc.383$21.7K0.00%00.0%Unchanged
Albion Financial Group395$22.4K0.00%00.0%Unchanged
Independence Bank of Kentucky400$22.6K0.00%00.0%Unchanged
Wealthspire Advisors, LLC410$23.2K0.00%+410New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.445$25.2K0.00%00.0%Unchanged
Cromwell Holdings LLC461$26.1K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators468$26.5K0.01%−109−18.9%Reduced
Trust Co of Vermont507$28.7K0.00%00.0%Unchanged
Mechanics Financial Corp525$29.7K0.01%00.0%Unchanged
Community Bank, N.A.636$36.0K0.00%+636New
Stephenson National Bank & Trust658$37.2K0.01%+658New
Salomon & Ludwin, LLC656$37.3K0.00%+656New
Assetmark, Inc741$41.9K0.00%+68+10.1%Added
Kozak & Associates, Inc.917$44.9K0.01%+105+12.9%Added
Quent Capital, LLC797$45.1K0.00%+797New
SJS Investment Consulting Inc.810$45.8K0.01%+790+3,950.0%Added
Covestor Ltd806$46.0K0.03%−767−48.8%Reduced
American Capital Advisory, LLC838$47.4K0.02%00.0%Unchanged
Byrne Asset Management LLC850$48.1K0.03%+850New
Parallel Advisors, LLC865$49.0K0.00%−17−1.9%Reduced
Quadrant Capital Group LLC880$49.8K0.00%+880New
Curat Global, LLC1,000$54.3K0.05%+500+100.0%Added
Signaturefd, LLC1,018$57.6K0.00%−94−8.5%Reduced
BI Asset Management Fondsmaeglerselskab A/S1,049$59.0K0.00%00.0%Unchanged