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 596 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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
865
shares
|
$44,132
0.0% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
838
shares
|
$42,754
0.02% of portfolio
|
Q2 2024
Reduced 36.9%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
806
shares
|
$41,122
0.03% of portfolio
|
Q3 2025
Reduced 48.76%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
797
shares
|
$40,662
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
741
shares
|
$37,805
0.0% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
658
shares
|
$33,571
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
656
shares
|
$33,469
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
636
shares
|
$32,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
600
shares
|
$30,612
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
565
shares
|
$28,826
0.02% of portfolio
|
Q4 2021
Reduced 7.83%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
525
shares
|
$26,785
0.01% of portfolio
|
Q1 2024
Added 31.25%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
507
shares
|
$25,867
0.0% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
468
shares
|
$23,877
0.01% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jan 20, 2026 Q4 2025 |
461
shares
|
$23,520
0.01% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
445
shares
|
$22,703
0.0% of portfolio
|
Q4 2024
Added 319.81%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
410
shares
|
$20,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
400
shares
|
$20,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
395
shares
|
$20,152
0.0% of portfolio
|
Q4 2024
Reduced 64.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
383
shares
|
$19,540
0.0% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
369
shares
|
$18,826
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
350
shares
|
$17,857
0.01% of portfolio
|
Q4 2025
Added 2.64%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
344
shares
|
$17,550
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
323
shares
|
$16,479
0.0% of portfolio
|
Q3 2023
Reduced 31.71%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
320
shares
|
$16,326
0.01% of portfolio
|
Q3 2023
Added 12.68%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
317
shares
|
$16,173
0.01% of portfolio
|
Q2 2025
Reduced 5.37%
|
|