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 534 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 $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
142
shares
|
$7,006
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
130
shares
|
$6,414
0.0% of portfolio
|
Q4 2024
Reduced 99.83%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
130
shares
|
$6,414
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
125
shares
|
$6,167
0.0% of portfolio
|
Q4 2023
Reduced 58.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
121
shares
|
$5,970
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
121
shares
|
$5,970
0.0% of portfolio
|
Q1 2019
Added 7158.68%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
120
shares
|
$5,920
0.0% of portfolio
|
Q1 2022
Reduced 73.91%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
119
shares
|
$5,871
0.0% of portfolio
|
Q2 2024
Reduced 73.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
118
shares
|
$5,822
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
111
shares
|
$5,476
0.0% of portfolio
|
Q3 2024
Reduced 20.14%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
103
shares
|
$5,082
0.0% of portfolio
|
Q4 2021
Added 11.96%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$4,934
0.0% of portfolio
|
Q1 2023
Reduced 37.5%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
100
shares
|
$4,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
92
shares
|
$4,539
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
84
shares
|
$4,144
0.0% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
84
shares
|
$4,144
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
84
shares
|
$4,144
0.0% of portfolio
|
Q2 2023
Added 170.97%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
73
shares
|
$3,601
0.0% of portfolio
|
Q4 2024
Added 21.67%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
67
shares
|
$3,305
0.0% of portfolio
|
Q4 2024
Added 71.79%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
62
shares
|
$3,059
0.0% of portfolio
|
Q4 2024
Reduced 99.63%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
62
shares
|
$3,059
0.0% of portfolio
|
Q3 2024
Reduced 95.62%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
54
shares
|
$2,664
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
50
shares
|
$2,467
0.0% of portfolio
|
Q2 2024
Reduced 69.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
48
shares
|
$2,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
39
shares
|
$1,924
0.0% of portfolio
|
Q2 2023
New holding
|