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 $5.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
5,261
shares
|
$258,209
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
5,254
shares
|
$257,866
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sippican Capital Advisors
|
Apr 28, 2025 Q1 2025 |
5,250
shares
|
$257,670
0.21% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
5,244
shares
|
$257,375
0.0% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
5,200
shares
|
$255,216
0.1% of portfolio
|
Q4 2023
Reduced 16.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
5,175
shares
|
$253,989
0.01% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,138
shares
|
$252,173
0.0% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,135
shares
|
$252,025
0.03% of portfolio
|
Q1 2025
Reduced 36.94%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
5,134
shares
|
$251,976
0.0% of portfolio
|
Q1 2025
Reduced 25.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,026
shares
|
$246,676
0.01% of portfolio
|
Q1 2025
Added 19.98%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
5,020
shares
|
$246,381
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,949
shares
|
$242,896
0.0% of portfolio
|
Q1 2025
Added 36.79%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
4,885
shares
|
$239,755
0.13% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
4,845
shares
|
$237,792
0.02% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
4,828
shares
|
$236,958
0.02% of portfolio
|
Q4 2024
Reduced 67.92%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
4,804
shares
|
$235,780
0.04% of portfolio
|
Q1 2025
Added 63.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,731
shares
|
$232,197
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
4,722
shares
|
$231,755
0.01% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
4,698
shares
|
$230,577
0.14% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
4,648
shares
|
$228,123
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
4,647
shares
|
$228,074
0.0% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,605
shares
|
$226,013
0.0% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
May 15, 2025 Q1 2025 |
4,553
shares
|
$223,461
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,500
shares
|
$220,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
4,460
shares
|
$218,896
0.01% of portfolio
|
Q3 2024
New holding
|