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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
126
shares
|
$6,428
0.0% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
122
shares
|
$6,224
0.0% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
121
shares
|
$6,173
0.0% of portfolio
|
Q1 2019
Added 7158.68%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
120
shares
|
$6,122
0.0% of portfolio
|
Q1 2022
Reduced 73.91%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
120
shares
|
$6,122
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
119
shares
|
$6,071
0.0% of portfolio
|
Q2 2024
Reduced 73.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
103
shares
|
$5,255
0.0% of portfolio
|
Q4 2021
Added 11.96%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$5,102
0.0% of portfolio
|
Q1 2023
Reduced 37.5%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
100
shares
|
$5,102
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
95
shares
|
$4,846
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
92
shares
|
$4,693
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
87
shares
|
$4,438
0.0% of portfolio
|
Q3 2025
Added 67.31%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
86
shares
|
$4,387
0.0% of portfolio
|
Q2 2025
Added 28.36%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
86
shares
|
$4,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
84
shares
|
$4,285
0.0% of portfolio
|
Q2 2023
Added 170.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
65
shares
|
$3,316
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
65
shares
|
$3,316
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
57
shares
|
$2,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
56
shares
|
$2,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
54
shares
|
$2,755
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
53
shares
|
$2,704
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
44
shares
|
$2,244
0.0% of portfolio
|
Q3 2025
Reduced 94.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
40
shares
|
$2,040
0.0% of portfolio
|
Q3 2025
Reduced 99.22%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
39
shares
|
$1,989
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
35
shares
|
$1,785
0.0% of portfolio
|
Q3 2025
New holding
|
|