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 570 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 $6.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
2,217
shares
|
$123,376
0.06% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,168
shares
|
$120,649
0.01% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
2,059
shares
|
$114,583
0.03% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
1,830
shares
|
$101,839
0.0% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
1,743
shares
|
$96,997
0.0% of portfolio
|
Q2 2025
Added 24.95%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,601
shares
|
$89,095
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,590
shares
|
$88,483
0.01% of portfolio
|
Q1 2025
Added 158900.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,544
shares
|
$85,923
0.0% of portfolio
|
Q1 2025
Reduced 75.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,394
shares
|
$77,576
0.0% of portfolio
|
Q4 2024
Reduced 31.97%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,338
shares
|
$74,459
0.0% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
1,326
shares
|
$73,791
0.0% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
May 01, 2025 Q1 2025 |
1,304
shares
|
$72,567
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
1,267
shares
|
$70,508
0.04% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,208
shares
|
$67,225
0.0% of portfolio
|
Q1 2025
Added 34.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,191
shares
|
$66,279
0.0% of portfolio
|
Q1 2025
Added 120.15%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,140
shares
|
$63,441
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,112
shares
|
$61,882
0.0% of portfolio
|
Q1 2024
Added 6.31%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
1,049
shares
|
$58,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
1,037
shares
|
$57,709
0.0% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
1,022
shares
|
$56,874
0.0% of portfolio
|
Q1 2025
Reduced 45.81%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,000
shares
|
$55,650
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
882
shares
|
$49,083
0.0% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
838
shares
|
$46,634
0.02% of portfolio
|
Q2 2024
Reduced 36.9%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
812
shares
|
$45,187
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
804
shares
|
$44,742
0.02% of portfolio
|
Q1 2025
Added 4366.67%
|