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 |
|---|---|---|---|---|---|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
8,261
shares
|
$405,449
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
8,248
shares
|
$404,811
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
8,218
shares
|
$403,339
0.01% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,156
shares
|
$400,296
0.0% of portfolio
|
Q1 2025
Added 16.51%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8,144
shares
|
$399,707
0.03% of portfolio
|
Q4 2024
Reduced 48.05%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
8,119
shares
|
$398,480
0.01% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,040
shares
|
$394,603
0.0% of portfolio
|
Q1 2025
Added 47.58%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
8,023
shares
|
$393,768
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,622
shares
|
$374,087
0.01% of portfolio
|
Q4 2022
Added 3.77%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
7,395
shares
|
$362,946
0.05% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
7,387
shares
|
$362,553
0.01% of portfolio
|
Q1 2025
Added 40.65%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
7,350
shares
|
$360,738
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
7,311
shares
|
$358,823
0.06% of portfolio
|
Q1 2025
Added 39.98%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
7,307
shares
|
$358,627
0.26% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
7,225
shares
|
$354,603
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
7,200
shares
|
$353,376
0.0% of portfolio
|
Q1 2025
Added 26.32%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
7,191
shares
|
$352,934
0.15% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
7,046
shares
|
$345,817
0.01% of portfolio
|
Q1 2025
Added 55.27%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
7,000
shares
|
$343,560
0.26% of portfolio
|
Q3 2022
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,864
shares
|
$336,885
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
6,864
shares
|
$336,885
0.0% of portfolio
|
Q1 2025
Reduced 52.96%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
6,842
shares
|
$335,805
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
6,798
shares
|
$333,645
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
6,772
shares
|
$332,369
0.2% of portfolio
|
Q1 2025
Reduced 21.9%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
6,759
shares
|
$331,731
0.01% of portfolio
|
Q1 2025
Reduced 18.03%
|