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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
6,443
shares
|
$328,721
0.01% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
6,415
shares
|
$327,293
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
6,396
shares
|
$326,323
0.01% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
6,308
shares
|
$321,834
0.0% of portfolio
|
Q4 2025
Added 13.31%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,279
shares
|
$320,354
0.0% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
6,275
shares
|
$320,150
0.12% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
6,104
shares
|
$311,426
0.21% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
6,067
shares
|
$309,538
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,898
shares
|
$300,915
0.01% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,797
shares
|
$295,762
0.01% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
5,786
shares
|
$295,201
0.01% of portfolio
|
Q4 2025
Added 18.4%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
5,782
shares
|
$294,997
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
5,662
shares
|
$288,875
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
5,643
shares
|
$287,905
0.03% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
5,627
shares
|
$287,089
0.05% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
5,623
shares
|
$286,885
0.08% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,612
shares
|
$286,324
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,403
shares
|
$275,661
0.0% of portfolio
|
Q3 2025
Reduced 64.83%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
5,393
shares
|
$275,150
0.04% of portfolio
|
Q4 2025
Added 11.54%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
5,380
shares
|
$274,487
0.31% of portfolio
|
Q3 2022
Added 455.79%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
5,329
shares
|
$271,885
0.01% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
5,280
shares
|
$269,385
0.02% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,264
shares
|
$268,569
0.01% of portfolio
|
Q3 2025
Reduced 75.36%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,253
shares
|
$268,008
0.01% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Fruth Investment Management
|
Oct 17, 2025 Q3 2025 |
5,250
shares
|
$267,855
0.08% of portfolio
|
Q2 2025
Reduced 3.67%
|
|