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 594 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $5.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
12,655
shares
|
$645,658
0.27% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
12,342
shares
|
$629,688
0.04% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
12,000
shares
|
$612,240
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
11,957
shares
|
$610,046
0.53% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
11,749
shares
|
$599,433
0.0% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
11,563
shares
|
$589,944
0.02% of portfolio
|
Q4 2025
Reduced 4.85%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
11,470
shares
|
$585,199
0.0% of portfolio
|
Q3 2025
Reduced 14.38%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
11,406
shares
|
$581,934
0.0% of portfolio
|
Q1 2023
Reduced 53.26%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
11,391
shares
|
$581,168
0.46% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
11,214
shares
|
$572,138
0.03% of portfolio
|
Q4 2025
Added 6.12%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
11,056
shares
|
$564,077
0.02% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,040
shares
|
$563,260
0.0% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,955
shares
|
$558,924
0.0% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,950
shares
|
$558,669
0.02% of portfolio
|
Q3 2025
Added 29.02%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
10,680
shares
|
$544,893
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
10,638
shares
|
$542,750
0.0% of portfolio
|
Q3 2025
Added 125.29%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
10,536
shares
|
$537,546
0.04% of portfolio
|
Q2 2022
Added 8.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
10,462
shares
|
$533,771
0.0% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,354
shares
|
$528,261
0.0% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
10,237
shares
|
$522,291
0.08% of portfolio
|
Q3 2025
Reduced 19.9%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
10,186
shares
|
$519,689
0.08% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
10,103
shares
|
$515,455
0.01% of portfolio
|
Q3 2025
Added 33.07%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 15, 2026 Q4 2025 |
10,029
shares
|
$511,679
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,770
shares
|
$498,465
0.01% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
9,727
shares
|
$496,271
0.0% of portfolio
|
Q3 2025
New holding
|
|