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 $5.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
37
shares
|
$1,815
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
35
shares
|
$1,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
35
shares
|
$1,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
35
shares
|
$1,717
0.0% of portfolio
|
Q3 2023
Reduced 94.31%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
33
shares
|
$1,619
0.0% of portfolio
|
Q4 2023
Added 94.12%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
28
shares
|
$1,374
0.0% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
27
shares
|
$1,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
25
shares
|
$1,227
0.0% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
24
shares
|
$1,177
0.0% of portfolio
|
Q1 2024
Reduced 27.27%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
21
shares
|
$1,030
0.0% of portfolio
|
Q2 2024
Reduced 64.41%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
20
shares
|
$981
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$981
0.0% of portfolio
|
Q2 2022
Reduced 98.66%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
18
shares
|
$883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
18
shares
|
$883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
17
shares
|
$834
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
16
shares
|
$785
0.0% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$736
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
15
shares
|
$736
0.0% of portfolio
|
Q1 2025
Reduced 42.31%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
12
shares
|
$588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
11
shares
|
$539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
11
shares
|
$539
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
9
shares
|
$441
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
9
shares
|
$441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
8
shares
|
$392
0.0% of portfolio
|
Q1 2025
Reduced 96.64%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
8
shares
|
$392
0.0% of portfolio
|
Q2 2022
New holding
|