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Zions Bancorporation, N.A. (ZION) Institutional Ownership

Zions Bancorporation, N.A. logo
$72.33 +1.49 (+2.11%)
As of 01:08 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Zions Bancorporation, N.A. (NASDAQ:ZION)

Current
Institutional Ownership
Percentage
76.84%
Number of
Institutional Buyers
(last 12 months)
354
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
210
Total
Institutional Outflows
(last 12 months)
$932.54M
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ZION Institutional Buying and Selling by Quarter

Zions Bancorporation, N.A. Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Wedge Capital Management L L P NC524,818$36.31M0.6%-3.6%0.357%
7/10/2026 Diversified Management Inc.6,622$458K0.1%-82.6%0.005%
7/10/2026 Handelsbanken Fonder AB46,100$3.19M0.0%+17.0%0.031%
7/9/2026 Arista Wealth Management LLC3,320$230K0.0%N/A0.002%
7/9/2026 Everhart Financial Group Inc.3,243$224K0.0%N/A0.002%
7/8/2026 Beacon Investment Advisory Services Inc.12,895$892K0.0%+12.6%0.009%
7/8/2026 Elevation Wealth Partners LLC415$29K0.0%+528.8%0.000%
7/8/2026 Assenagon Asset Management S.A.9,067$627K0.0%-96.0%0.006%
7/8/2026 Byrne Asset Management LLC2,398$166K0.1%-15.2%0.002%
7/7/2026 GAMMA Investing LLC12,880$891K0.0%+13.4%0.009%
7/7/2026 Avior Wealth Management LLC12,026$832K0.0%-7.7%0.008%
7/2/2026 MassMutual Private Wealth & Trust FSB6,144$425K0.0%-3.3%0.004%
7/2/2026 Versant Capital Management Inc6,829$473K0.0%+7.8%0.005%
6/16/2026Empowered Funds LLC4,072$235K0.0%-98.7%0.003%
6/3/2026NewEdge Advisors LLC8,126$468K0.0%+4.6%0.006%
5/19/2026NewEdge Advisors LLC7,583$437K0.0%-2.4%0.005%
5/19/2026Bank of America Corp DE538,436$31.03M0.0%+30.9%0.366%
5/19/2026Edgestream Partners L.P.199,682$11.51M0.4%+74.8%0.136%
5/19/2026Kentucky Retirement Systems15,242$878K0.0%N/A0.010%
5/18/2026Amundi36,685$2.11M0.0%+1.6%0.025%
5/18/2026 EverSource Wealth Advisors LLC2,105$121K0.0%+21.8%0.001%
5/18/2026California State Teachers Retirement System177,032$10.20M0.0%+26.7%0.120%
5/18/2026Readystate Asset Management LP43,899$2.53M0.1%N/A0.030%
5/18/2026Royal Bank of Canada96,401$5.56M0.0%+2.5%0.066%
5/18/2026Rhino Investment Partners Inc114,645$6.61M1.8%N/A0.078%
5/18/2026Empowered Funds LLC4,072$235K0.0%-98.7%0.003%
5/16/2026The Manufacturers Life Insurance Company807,539$46.53M0.0%-1.2%0.549%
5/16/2026Infrastructure Capital Advisors LLC34,089$1.96M0.1%N/A0.023%
5/16/2026Quantinno Capital Management LP1,242,578$71.60M0.1%+50.1%0.845%
5/16/2026SummitTX Capital L.P.12,306$709K0.0%-48.6%0.008%
5/16/2026Lazard Asset Management LLC35,459$2.04M0.0%+9.7%0.024%
5/15/2026Weiss Asset Management LP19,740$1.14M0.0%-65.2%0.013%
5/15/2026Entropy Technologies LP22,770$1.31M0.1%+10.4%0.015%
5/14/2026Renaissance Technologies LLC230,495$13.28M0.0%N/A0.157%
5/14/2026Public Employees Retirement System of Ohio50,056$2.88M0.0%+1.2%0.034%
5/14/2026Compound Planning Inc.6,335$365K0.0%+7.0%0.004%
5/14/2026Modern Wealth Management LLC4,670$272K0.0%+4.7%0.003%
5/14/2026Arrowstreet Capital Limited Partnership1,473,500$84.90M0.0%-22.3%1.002%
5/14/2026Sei Investments Co.396,671$22.86M0.0%+22.8%0.270%
5/14/2026Lido Advisors LLC10,416$600K0.0%-11.6%0.007%
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5/14/2026State of Wyoming7,788$449K0.1%+74.2%0.005%
5/13/2026Cetera Investment Advisers37,701$2.17M0.0%-11.2%0.026%
5/13/2026First Trust Advisors LP1,917,826$110.51M0.1%+28.5%1.304%
5/8/2026PNC Financial Services Group Inc.26,776$1.54M0.0%+1.8%0.018%
5/7/2026Meeder Advisory Services Inc.5,223$301K0.0%N/A0.004%
5/7/2026Dimensional Fund Advisors LP7,477,126$430.81M0.1%+0.8%5.084%
5/7/2026Parallel Advisors LLC1,634$94K0.0%+120.2%0.001%
5/7/2026KBC Group NV5,006$288K0.0%+15.2%0.003%
5/7/2026Swiss National Bank292,100$16.83M0.0%+0.4%0.199%
5/6/2026California Public Employees Retirement System299,598$17.26M0.0%+7.8%0.204%
5/6/2026Kera Capital Partners Inc.8,156$470K0.1%+9.7%0.006%
5/6/2026Bessemer Group Inc.3,159$182K0.0%+5.2%0.002%
5/6/2026Allspring Global Investments Holdings LLC4,804$278K0.0%+6.9%0.003%
5/5/2026 D.A. Davidson & CO.14,523$837K0.0%-2.3%0.010%
5/5/2026Bank of New York Mellon Corp1,314,134$75.72M0.0%+0.0%0.894%
5/5/2026 Blackhawk Capital Partners LLC6,018$347K0.1%+17.0%0.004%
5/5/2026Illinois Municipal Retirement Fund42,684$2.46M0.0%+52.2%0.029%
5/5/2026Sanctuary Advisors LLC4,506$260K0.0%N/A0.003%
5/5/2026Sigma Planning Corp4,010$231K0.0%-13.5%0.003%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,870$626K0.0%+92.0%0.007%
5/4/2026 State of Michigan Retirement System35,500$2.05M0.0%+1.7%0.024%
5/4/2026Principal Financial Group Inc.329,515$18.99M0.0%+3.8%0.224%
5/4/2026 Chicago Partners Investment Group LLC17,619$1.09M0.0%+28.6%0.012%
5/4/2026 Arbejdsmarkedets Tillaegspension450,669$25.97M0.6%+8.7%0.306%
5/2/2026 Diversify Wealth Management LLC3,956$248K0.0%N/A0.003%
5/1/2026Fifth Third Bancorp85,994$4.96M0.0%+920.5%0.058%
5/1/2026 Sequoia Financial Advisors LLC89,414$5.15M0.0%-3.1%0.061%
4/30/2026Hsbc Holdings PLC53,595$3.09M0.0%+41.8%0.036%
4/30/2026Elevated Capital Advisors LLC543$31K0.0%-65.4%0.000%
4/30/2026 Kestra Advisory Services LLC5,804$334K0.0%-43.7%0.004%
4/30/2026 Oregon Public Employees Retirement Fund30,255$1.74M0.0%+2.7%0.021%
4/29/2026 Burney Co.20,446$1.18M0.0%-74.9%0.014%
4/28/2026 Abel Hall LLC4,098$236K0.1%N/A0.003%
4/28/2026 Bogart Wealth LLC574$33K0.0%-85.1%0.000%
4/28/2026Praxis Investment Management Inc.4,054$234K0.0%N/A0.003%
4/27/2026 TCI Wealth Advisors Inc.11,674$673K0.0%-7.9%0.008%
4/27/2026 HB Wealth Management LLC12,546$723K0.0%+13.8%0.009%
4/27/2026 New York State Teachers Retirement System117,752$6.79M0.0%-16.1%0.080%
4/27/2026 Sierra Summit Advisors LLC35,172$2.03M0.3%+4.3%0.024%
4/27/2026 Optas LLC3,870$223K0.0%-45.4%0.003%
4/27/2026 Y Intercept Hong Kong Ltd44,368$2.56M0.0%N/A0.030%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.63,334$3.65M0.1%-10.1%0.043%
4/25/2026 Strs Ohio175,269$10.10M0.0%+4,945.2%0.119%
4/25/2026 Keybank National Association OH17,815$1.03M0.0%+8.4%0.012%
4/25/2026 Physician Wealth Advisors Inc.22,464$1.29M0.2%+63.2%0.015%
4/24/2026 Harbor Investment Advisory LLC790$46K0.0%-64.0%0.001%
4/22/2026Janney Montgomery Scott LLC9,775$563K0.0%+54.1%0.007%
4/22/2026 Cornerstone Wealth Group LLC3,618$224K0.0%N/A0.002%
4/22/2026 Pictet Asset Management Holding SA24,624$1.42M0.0%+10.0%0.017%
4/22/2026 Sterling Capital Management LLC9,153$527K0.0%-40.4%0.006%
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4/21/2026 Aaron Wealth Advisors LLC6,478$373K0.0%-17.2%0.004%
4/21/2026 Louisiana State Employees Retirement System42,800$2.47M0.0%N/A0.029%
4/20/2026 Kestra Private Wealth Services LLC19,843$1.14M0.0%+2.7%0.013%
4/20/2026Ritholtz Wealth Management5,144$296K0.0%N/A0.003%
4/20/2026 Global Financial Private Client LLC29,671$1.71M0.6%+4.6%0.020%
4/20/2026 Blue Trust Inc.6,599$380K0.0%+4.6%0.004%
4/20/2026 Fifth Third Wealth Advisors LLC8,144$469K0.0%+40.8%0.006%
4/20/2026 Assenagon Asset Management S.A.225,178$12.98M0.0%+32.5%0.153%
4/18/2026 Steph & Co.1,238$71K0.0%+94.0%0.001%
4/17/2026 Flywheel Private Wealth LLC22,500$1.30M0.7%N/A0.015%


ZION Institutional Ownership - Frequently Asked Questions

During the previous two years, 567 institutional investors and hedge funds held shares of Zions Bancorporation, N.A.. The most heavily invested institutionals were Vanguard Group Inc. ($1.08B), Dimensional Fund Advisors LP ($430.81M), State Street Corp ($356.15M), LSV Asset Management ($227.61M), Morgan Stanley ($184.48M), Geode Capital Management LLC ($173.50M), and Fiduciary Management Inc. WI ($169.45M).Learn more on Zions Bancorporation, N.A.'s institutional investors.

76.84% of Zions Bancorporation, N.A.'s stock is owned by institutional investors. Learn more on ZION's institutional investor holdings.

Of the 494 institutional investors that purchased Zions Bancorporation, N.A.'s stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($4.72M), AQR Capital Management LLC ($3.51M), Balyasny Asset Management L.P. ($2.82M), First Trust Advisors LP ($1.56M), Dimensional Fund Advisors LP ($1.50M), Vaughan Nelson Investment Management L.P. ($1.20M), and Wellington Management Group LLP ($1.10M).

Institutional investors have bought a total of 22,608,333 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Of the 208 institutional investors that sold Zions Bancorporation, N.A.'s stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vaughan Nelson Investment Management L.P. ($3.04M), AQR Capital Management LLC ($2.08M), Alliancebernstein L.P. ($1.28M), Thrivent Financial for Lutherans ($1.15M), Vanguard Group Inc. ($903.93K), State Street Corp ($872.29K), and Ameriprise Financial Inc. ($686.16K).

Institutional investors have sold a total of 16,437,258 shares in the last 24 months. This volume of shares sold represents approximately $932.54M in transactions.


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This page (NASDAQ:ZION) was last updated on 8/4/2026 by MarketBeat.com Staff.
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