Institutional Ownership Zions Bancorporation, National Association (ZION)
This table provides information about the institutional ownership of Zions Bancorporation, National Association (ZION). We have compiled data on the 571 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $5.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
13,920
shares
|
$683,193
0.03% of portfolio
|
Q1 2025
Added 16.46%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
13,801
shares
|
$677,353
0.11% of portfolio
|
Q1 2025
Added 16.93%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
13,759
shares
|
$675,291
0.12% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
13,733
shares
|
$674,015
0.04% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
13,717
shares
|
$673,230
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
13,244
shares
|
$650,015
0.32% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
12,972
shares
|
$636,665
0.0% of portfolio
|
Q1 2025
Added 707.22%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
12,916
shares
|
$633,917
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
12,843
shares
|
$630,334
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
12,711
shares
|
$623,855
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
12,655
shares
|
$621,107
0.23% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
12,342
shares
|
$605,745
0.04% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
12,171
shares
|
$597,352
0.55% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,781
shares
|
$578,211
0.0% of portfolio
|
Q1 2025
Added 164.68%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
11,735
shares
|
$575,953
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
11,686
shares
|
$573,548
0.01% of portfolio
|
Q1 2025
Added 23.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
11,659
shares
|
$572,223
0.05% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
11,637
shares
|
$571,143
0.0% of portfolio
|
Q1 2025
Added 76.26%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
11,581
shares
|
$568,395
0.01% of portfolio
|
Q1 2025
Added 114.38%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
11,527
shares
|
$565,745
0.0% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
11,406
shares
|
$559,806
0.0% of portfolio
|
Q1 2023
Reduced 53.26%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,400
shares
|
$559,512
0.45% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
11,166
shares
|
$548,027
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
10,621
shares
|
$521,278
0.08% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
10,589
shares
|
$519,708
0.0% of portfolio
|
Q1 2025
Added 1.84%
|