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 525 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
11,147
shares
|
$638,277
0.02% of portfolio
|
Q4 2023
Added 5.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
11,022
shares
|
$631,119
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
10,799
shares
|
$618,350
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
10,789
shares
|
$617,778
0.1% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,722
shares
|
$613,941
0.05% of portfolio
|
Q3 2024
Reduced 40.21%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
10,701
shares
|
$612,739
0.04% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,536
shares
|
$603,291
0.04% of portfolio
|
Q2 2022
Added 8.46%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,398
shares
|
$595,389
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
10,381
shares
|
$594,416
0.01% of portfolio
|
Q3 2024
Reduced 81.77%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
10,250
shares
|
$586,915
0.31% of portfolio
|
Q4 2024
Added 333.59%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
10,175
shares
|
$582,620
0.07% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
10,158
shares
|
$581,647
0.0% of portfolio
|
Q2 2024
Reduced 32.9%
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
10,028
shares
|
$574,203
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
9,841
shares
|
$563,495
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
9,804
shares
|
$561,377
0.03% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,804
shares
|
$561,377
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
9,707
shares
|
$555,822
0.33% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,590
shares
|
$549,123
0.0% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,527
shares
|
$545,516
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
9,514
shares
|
$544,771
0.04% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
9,491
shares
|
$543,454
0.11% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
9,490
shares
|
$543,397
0.01% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
9,475
shares
|
$542,538
0.01% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
9,178
shares
|
$525,532
0.0% of portfolio
|
Q3 2024
Reduced 62.39%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
9,027
shares
|
$516,886
0.15% of portfolio
|
Q4 2024
Added 3.26%
|