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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
238
shares
|
$13,387
0.0% of portfolio
|
Q3 2024
Reduced 86.03%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
233
shares
|
$13,106
0.0% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
226
shares
|
$12,712
0.0% of portfolio
|
Q4 2024
Added 17.1%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$11,250
0.01% of portfolio
|
Q4 2024
Reduced 85.71%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
185
shares
|
$10,406
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
181
shares
|
$10,181
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
179
shares
|
$10,068
0.0% of portfolio
|
Q4 2024
Reduced 53.75%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
175
shares
|
$9,843
0.0% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
169
shares
|
$9,506
0.0% of portfolio
|
Q4 2024
Reduced 70.3%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
160
shares
|
$9,000
0.0% of portfolio
|
Q2 2024
Reduced 36.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
150
shares
|
$8,437
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
150
shares
|
$8,437
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
144
shares
|
$8,100
0.0% of portfolio
|
Q4 2024
Reduced 50.17%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
134
shares
|
$7,537
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
130
shares
|
$7,312
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
125
shares
|
$7,031
0.0% of portfolio
|
Q4 2023
Reduced 58.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
121
shares
|
$6,806
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
121
shares
|
$6,806
0.0% of portfolio
|
Q1 2019
Added 7158.68%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
120
shares
|
$6,750
0.0% of portfolio
|
Q1 2022
Reduced 73.91%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
119
shares
|
$6,693
0.0% of portfolio
|
Q2 2024
Reduced 73.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
118
shares
|
$6,637
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
111
shares
|
$6,243
0.0% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
110
shares
|
$6,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
106
shares
|
$5,962
0.0% of portfolio
|
Q1 2024
Reduced 99.88%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
103
shares
|
$5,793
0.0% of portfolio
|
Q4 2021
Added 11.96%
|