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 |
|---|---|---|---|---|---|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
4,258
shares
|
$217,243
0.15% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
4,245
shares
|
$216,579
0.05% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
4,184
shares
|
$213,467
0.0% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,125
shares
|
$210,457
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
4,104
shares
|
$209,386
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,083
shares
|
$208,314
0.02% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
4,062
shares
|
$207,243
0.0% of portfolio
|
Q3 2025
Reduced 89.9%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
4,051
shares
|
$206,682
0.02% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
4,019
shares
|
$205,049
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,016
shares
|
$204,896
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
4,015
shares
|
$204,845
0.05% of portfolio
|
Q3 2025
Reduced 31.04%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,998
shares
|
$203,977
0.03% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
3,993
shares
|
$203,722
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
3,974
shares
|
$202,753
0.02% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
3,968
shares
|
$202,447
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
3,945
shares
|
$201,273
0.01% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,926
shares
|
$200,304
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,923
shares
|
$200,151
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,913
shares
|
$199,641
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
3,859
shares
|
$196,886
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
3,856
shares
|
$196,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,825
shares
|
$195,151
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
3,815
shares
|
$194,641
0.03% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
3,792
shares
|
$193,467
0.01% of portfolio
|
Q3 2025
Reduced 22.44%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,682
shares
|
$187,855
0.01% of portfolio
|
Q3 2025
New holding
|
|