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 |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,536
shares
|
$517,106
0.04% of portfolio
|
Q2 2022
Added 8.46%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
10,250
shares
|
$503,070
0.31% of portfolio
|
Q4 2024
Added 333.59%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
9,880
shares
|
$484,910
0.02% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
9,786
shares
|
$480,296
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
9,746
shares
|
$478,333
0.36% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,634
shares
|
$472,836
0.0% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
9,565
shares
|
$469,450
0.1% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
9,527
shares
|
$467,585
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
9,347
shares
|
$458,750
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,332
shares
|
$458,014
0.02% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
9,221
shares
|
$452,566
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
9,096
shares
|
$446,431
0.14% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
9,002
shares
|
$441,818
0.0% of portfolio
|
Q1 2025
Added 97.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
8,990
shares
|
$441,229
0.01% of portfolio
|
Q1 2025
Added 10.71%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
8,900
shares
|
$436,812
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,870
shares
|
$435,339
0.0% of portfolio
|
Q3 2023
Reduced 26.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
8,801
shares
|
$431,953
0.01% of portfolio
|
Q1 2025
Reduced 50.71%
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
8,800
shares
|
$431,904
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
8,754
shares
|
$429,646
0.09% of portfolio
|
Q1 2025
Reduced 17.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,747
shares
|
$429,302
0.01% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
8,525
shares
|
$418,407
0.0% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,469
shares
|
$415,658
0.11% of portfolio
|
Q1 2025
Added 100.73%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
8,409
shares
|
$412,713
0.03% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
8,402
shares
|
$412,370
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
8,400
shares
|
$412,272
0.11% of portfolio
|
Q1 2025
New holding
|