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, Q1 2026
Institutional positions in Zions Bancorporation, National Association as of Mar 31, 2026. 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
- 566
- +20 vs. Q4 2025
- Shares held
- 115.6M
- +16.9M (+17.1%) vs. Q4 2025
- Total value
- $6.66B
- +$879.8M (+15.2%) vs. Q4 2025
- New holders
- 84
- 235 more added
- Sold out
- 64
- 162 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Zions Bancorporation, National Association; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 4,054 | $234.0K | 0.01% | +4,054 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,035 | $232.5K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,010 | $231.0K | 0.01% | −628−13.5% | Reduced |
| Sagespring Wealth Partners, LLC | 3,938 | $226.9K | 0.00% | −55−1.4% | Reduced |
| Cornerstone Wealth Group, LLC | 3,618 | $224.4K | 0.01% | +3,618 | New |
| Optas, LLC | 3,870 | $223.0K | 0.03% | −3,224−45.4% | Reduced |
| Shepherd Financial Partners LLC | 3,691 | $212.7K | 0.02% | −280−7.1% | Reduced |
| Walker Asset Management, LLC | 3,619 | $208.5K | 0.11% | +26+0.7% | Added |
| Kingswood Wealth Advisors, LLC | 3,617 | $208.4K | 0.01% | −15−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,534 | $203.6K | 0.01% | −141,877−97.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 3,524 | $203.1K | 0.13% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 3,500 | $201.7K | 0.04% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,300 | $190.1K | 0.00% | −71,704−95.6% | Reduced |
| Hamilton Capital Partners Inc. | 3,274 | $188.6K | 0.01% | −1,834−35.9% | Reduced |
| Bessemer Group Inc | 3,159 | $182.0K | 0.00% | +157+5.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,156 | $181.8K | 0.00% | −3,867−55.1% | Reduced |
| Byrne Asset Management LLC | 2,828 | $162.9K | 0.10% | 00.0% | Unchanged |
| Allworth Financial LP | 2,817 | $162.3K | 0.00% | +1,194+73.6% | Added |
| IFP Advisors, Inc | 2,807 | $161.7K | 0.00% | −71−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,105 | $121.3K | 0.00% | +377+21.8% | Added |
| Whipplewood Advisors, LLC | 2,083 | $120.0K | 0.06% | +71+3.5% | Added |
| Umb Bank N A | 2,072 | $119.4K | 0.00% | +15+0.7% | Added |
| CX Institutional | 1,956 | $113.0K | 0.00% | +249+14.6% | Added |
| Abound Wealth Management | 1,934 | $111.4K | 0.03% | −811−29.5% | Reduced |
| Peterson Wealth Services | 1,849 | $106.5K | 0.03% | +6+0.3% | Added |
| Rothschild Investment LLC | 1,845 | $106.3K | 0.01% | +132+7.7% | Added |
| Nomura Asset Management Co Ltd | 1,830 | $105.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,634 | $94.2K | 0.00% | +892+120.2% | Added |
| NBC Securities, Inc. | 1,590 | $91.6K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 1,551 | $89.4K | 0.04% | +1,551 | New |
| Steward Partners Investment Advisory, LLC | 1,519 | $87.5K | 0.00% | +396+35.3% | Added |
| Parkside Financial Bank & Trust | 1,370 | $79.0K | 0.01% | −19−1.4% | Reduced |
| Harbour Investments, Inc. | 1,328 | $76.5K | 0.00% | +896+207.4% | Added |
| Stephenson National Bank & Trust | 1,238 | $71.3K | 0.02% | +600+94.0% | Added |
| Walleye Trading LLC | 1,231 | $70.9K | 0.00% | +1,231 | New |
| Employees Retirement System of Texas | 1,211 | $70.0K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,174 | $67.6K | 0.03% | −381−24.5% | Reduced |
| Millstone Evans Group, LLC | 1,140 | $65.7K | 0.04% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,131 | $65.2K | 0.01% | +159+16.4% | Added |
| Signaturefd, LLC | 1,129 | $65.1K | 0.00% | −63−5.3% | Reduced |
| Kozak & Associates, Inc. | 982 | $60.4K | 0.01% | +57+6.2% | Added |
| Assetmark, Inc | 946 | $54.5K | 0.00% | +104+12.4% | Added |
| Ancora Advisors, LLC | 897 | $51.7K | 0.00% | +390+76.9% | Added |
| Deseret Mutual Benefit Administrators | 867 | $50.0K | 0.02% | +399+85.3% | Added |
| American Capital Advisory, LLC | 838 | $48.3K | 0.02% | 00.0% | Unchanged |
| Trask Adam Roland | 800 | $46.1K | 0.04% | +800 | New |
| Harbor Investment Advisory, LLC | 790 | $45.5K | 0.00% | −1,404−64.0% | Reduced |
| Quadrant Capital Group LLC | 765 | $44.1K | 0.00% | −115−13.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 748 | $43.1K | 0.00% | +10+1.4% | Added |
| Ameriflex Group, Inc. | 729 | $42.0K | 0.02% | +5+0.7% | Added |
| International Assets Investment Management, LLC | 717 | $41.7K | 0.00% | −113−13.6% | Reduced |
| V-Square Quantitative Management LLC | 716 | $41.3K | 0.00% | +4+0.6% | Added |
| Atlas Capital Advisors LLC | 686 | $39.5K | 0.00% | +68+11.0% | Added |
| Quent Capital, LLC | 675 | $38.9K | 0.00% | −48−6.6% | Reduced |
| Salomon & Ludwin, LLC | 656 | $38.1K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 636 | $36.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 626 | $36.0K | 0.02% | −488−43.8% | Reduced |
| Root Financial Partners, LLC | 605 | $34.9K | 0.00% | +86+16.6% | Added |
| Bogart Wealth, LLC | 574 | $33.1K | 0.00% | −3,277−85.1% | Reduced |
| Elevated Capital Advisors, LLC | 543 | $31.3K | 0.01% | −1,026−65.4% | Reduced |
| Mechanics Financial Corp | 525 | $30.3K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 500 | $28.8K | 0.03% | −500−50.0% | Reduced |
| Southern Michigan Bank & Trust | 475 | $27.4K | 0.01% | +475 | New |
| Cromwell Holdings LLC | 472 | $27.2K | 0.02% | +11+2.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 445 | $25.6K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 401 | $23.1K | 0.00% | −54,088−99.3% | Reduced |
| Independence Bank of Kentucky | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 395 | $22.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 378 | $21.8K | 0.01% | +28+8.0% | Added |
| WPG Advisers, LLC | 362 | $20.9K | 0.02% | +32+9.7% | Added |
| Owl Creek Wealth Partners LLC | 345 | $19.9K | 0.01% | +345 | New |
| Prosperity Bancshares Inc | 335 | $19.3K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 328 | $18.9K | 0.00% | +308+1,540.0% | Added |
| Central Trust Co | 325 | $18.7K | 0.00% | −25−7.1% | Reduced |
| Atlantic Trust, LLC | 321 | $18.5K | 0.00% | +67+26.4% | Added |
| Fortitude Family Office, LLC | 320 | $18.4K | 0.00% | +57+21.7% | Added |
| Eurizon Capital SGR S.p.A. | 323 | $18.0K | 0.00% | +323 | New |
| MV Capital Management, Inc. | 311 | $17.9K | 0.00% | +6+2.0% | Added |
| Danske Bank A/S | 300 | $17.3K | 0.00% | −1,900−86.4% | Reduced |
| Triumph Capital Management | 300 | $17.3K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 285 | $16.4K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 271 | $15.6K | 0.01% | +271 | New |
| Basecamp Wealth Advisors LLC | 265 | $15.3K | 0.00% | +49+22.7% | Added |
| MPWM Advisory Solutions, LLC | 236 | $13.6K | 0.01% | +2+0.9% | Added |
| Leonteq Securities AG | 229 | $13.2K | 0.00% | −321−58.4% | Reduced |
| Cedar Mountain Advisors, LLC | 221 | $12.7K | 0.00% | +221 | New |
| Creative Financial Designs Inc | 208 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 193 | $11.1K | 0.00% | +193 | New |
| JPL Wealth Management, LLC | 181 | $10.4K | 0.00% | +181 | New |
| JFS Wealth Advisors, LLC | 177 | $10.2K | 0.00% | +6+3.5% | Added |
| Valued Wealth Advisors LLC | 174 | $10.0K | 0.00% | +108+163.6% | Added |
| Torren Management, LLC | 171 | $9.84K | 0.00% | −375−68.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 165 | $9.51K | 0.00% | +165 | New |
| United Financial Planning Group LLC | 164 | $9.45K | 0.01% | +164 | New |
| Rogco, LP | 160 | $9.22K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 149 | $8.68K | 0.00% | −86−36.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $8.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $8.64K | 0.01% | +100+200.0% | Added |
| Rosenberg Matthew Hamilton | 144 | $8.30K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 140 | $8.07K | 0.00% | −35−20.0% | Reduced |