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 522 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 $6.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
547
shares
|
$30,768
0.0% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
525
shares
|
$29,531
0.01% of portfolio
|
Q1 2024
Added 31.25%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
521
shares
|
$29,306
0.0% of portfolio
|
Q3 2024
Reduced 41.85%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
507
shares
|
$28,518
0.0% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
502
shares
|
$28,237
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
497
shares
|
$27,956
0.05% of portfolio
|
Q3 2024
Reduced 64.93%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
451
shares
|
$25,368
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
428
shares
|
$24,075
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
408
shares
|
$22,950
0.0% of portfolio
|
Q3 2024
Added 848.84%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
400
shares
|
$22,500
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
395
shares
|
$22,218
0.0% of portfolio
|
Q4 2024
Reduced 64.25%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
374
shares
|
$21,037
0.01% of portfolio
|
Q3 2024
Reduced 73.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
369
shares
|
$20,756
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
360
shares
|
$20,250
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
358
shares
|
$20,137
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
343
shares
|
$19,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
323
shares
|
$18,168
0.0% of portfolio
|
Q3 2023
Reduced 31.71%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
320
shares
|
$18,000
0.01% of portfolio
|
Q3 2023
Added 12.68%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
313
shares
|
$17,606
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
280
shares
|
$15,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
271
shares
|
$15,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
260
shares
|
$14,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$14,062
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
244
shares
|
$13,725
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
241
shares
|
$13,556
0.0% of portfolio
|
Q4 2024
Added 26.18%
|