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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
308
shares
|
$15,714
0.0% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
306
shares
|
$15,612
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
287
shares
|
$14,642
0.01% of portfolio
|
Q3 2025
Added 15.73%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
285
shares
|
$14,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
267
shares
|
$13,622
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
263
shares
|
$13,418
0.0% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
260
shares
|
$13,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
250
shares
|
$12,755
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
234
shares
|
$11,938
0.0% of portfolio
|
Q2 2025
Added 51.95%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
232
shares
|
$11,836
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
208
shares
|
$10,612
0.0% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
200
shares
|
$10,204
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
196
shares
|
$9,999
0.0% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
192
shares
|
$9,795
0.0% of portfolio
|
Q3 2025
Reduced 89.5%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
181
shares
|
$9,234
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
179
shares
|
$9,132
0.0% of portfolio
|
Q4 2024
Reduced 53.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
175
shares
|
$8,928
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
171
shares
|
$8,724
0.0% of portfolio
|
Q4 2025
Added 39.02%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
160
shares
|
$8,163
0.0% of portfolio
|
Q2 2024
Reduced 36.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
150
shares
|
$7,653
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
150
shares
|
$7,653
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
145
shares
|
$7,397
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
144
shares
|
$7,346
0.0% of portfolio
|
Q4 2024
Reduced 50.17%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
134
shares
|
$6,836
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
130
shares
|
$6,632
0.0% of portfolio
|
Q3 2023
New holding
|
|