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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
335
shares
|
$16,441
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
323
shares
|
$15,852
0.0% of portfolio
|
Q3 2023
Reduced 31.71%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
320
shares
|
$15,705
0.01% of portfolio
|
Q3 2023
Added 12.68%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
312
shares
|
$15,312
0.01% of portfolio
|
Q1 2025
Reduced 63.42%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
308
shares
|
$15,116
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
301
shares
|
$14,773
0.0% of portfolio
|
Q1 2025
Reduced 42.23%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
285
shares
|
$13,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
280
shares
|
$13,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
267
shares
|
$13,104
0.0% of portfolio
|
Q1 2025
Added 18.14%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
260
shares
|
$12,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
250
shares
|
$12,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$12,270
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
228
shares
|
$11,190
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
219
shares
|
$10,748
0.01% of portfolio
|
Q1 2025
Added 313.21%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
209
shares
|
$10,257
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
208
shares
|
$10,208
0.0% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
200
shares
|
$9,816
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
181
shares
|
$8,883
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
179
shares
|
$8,785
0.0% of portfolio
|
Q4 2024
Reduced 53.75%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
165
shares
|
$8,098
0.0% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
160
shares
|
$7,852
0.0% of portfolio
|
Q2 2024
Reduced 36.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
154
shares
|
$7,558
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
150
shares
|
$7,362
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
150
shares
|
$7,362
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
145
shares
|
$7,116
0.0% of portfolio
|
Q1 2025
Reduced 41.77%
|