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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
144
shares
|
$7,067
0.0% of portfolio
|
Q4 2024
Reduced 50.17%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
140
shares
|
$6,871
0.0% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
134
shares
|
$6,576
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
130
shares
|
$6,380
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
128
shares
|
$6,282
0.0% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
126
shares
|
$6,184
0.0% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
121
shares
|
$5,938
0.0% of portfolio
|
Q1 2019
Added 7158.68%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
120
shares
|
$5,889
0.0% of portfolio
|
Q1 2022
Reduced 73.91%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
119
shares
|
$5,840
0.0% of portfolio
|
Q2 2024
Reduced 73.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
118
shares
|
$5,791
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
103
shares
|
$5,055
0.0% of portfolio
|
Q4 2021
Added 11.96%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
100
shares
|
$4,908
0.0% of portfolio
|
Q1 2023
Reduced 37.5%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
92
shares
|
$4,515
0.0% of portfolio
|
Q1 2025
Added 84.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
92
shares
|
$4,515
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
89
shares
|
$4,368
0.0% of portfolio
|
Q1 2025
Reduced 63.07%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
85
shares
|
$4,171
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
84
shares
|
$4,122
0.0% of portfolio
|
Q2 2023
Added 170.97%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
67
shares
|
$3,288
0.0% of portfolio
|
Q4 2024
Added 71.79%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
64
shares
|
$3,141
0.0% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
63
shares
|
$3,092
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
59
shares
|
$2,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
54
shares
|
$2,650
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
48
shares
|
$2,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
39
shares
|
$1,914
0.0% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
39
shares
|
$1,914
0.0% of portfolio
|
Q2 2023
New holding
|