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

Zions Bancorporation, N.A. logo
$67.87 -0.27 (-0.40%)
Closing price 04:00 PM Eastern
Extended Trading
$67.89 +0.02 (+0.03%)
As of 04:55 PM Eastern
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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)
350
Total
Institutional Inflows
(last 12 months)
$3.34B
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$793.76M
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ZION Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026California State Teachers Retirement System11,912,304$824.21M0.0%+6,628.9%8.162%
8/23/2026 Wedmont Private Capital14,827$1.05M0.0%+8.2%0.010%
8/23/2026 HB Wealth Management LLC13,018$901K0.0%+3.8%0.009%
8/22/2026 AlphaGrep UK Ltd3,210$222K0.1%N/A0.002%
8/22/2026 Syon Capital LLC17,410$1.21M0.1%-2.5%0.012%
8/22/2026 Concurrent Investment Advisors LLC21,559$1.49M0.0%+1.7%0.015%
8/21/2026 AXQ Capital LP8,743$605K0.1%-23.3%0.006%
8/21/2026 iSAM Funds UK Ltd14,300$989K0.7%N/A0.010%
8/21/2026 Nykredit A S5,932$410K0.0%N/A0.004%
8/20/2026 Proficio Capital Partners LLC6,560$454K0.0%N/A0.004%
8/20/2026 Headlands Technologies LLC35,095$2.43M0.3%+85.0%0.024%
8/20/2026 Sigma Planning Corp3,756$260K0.0%-6.3%0.003%
8/20/2026 Two Sigma Securities LLC3,993$276K0.0%N/A0.003%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC417,138$28.86M0.0%-0.8%0.286%
8/19/2026 Hsbc Holdings PLC46,371$3.21M0.0%-13.5%0.032%
8/19/2026 Wellington Management Group LLP1,052,131$72.80M0.0%-25.2%0.721%
8/18/2026 Beacon Pointe Advisors LLC5,680$393K0.0%N/A0.004%
8/18/2026 Empowered Funds LLC3,803$263K0.0%N/A0.003%
8/18/2026 United Capital Financial Advisors LLC9,559$661K0.0%N/A0.007%
8/18/2026 Centaurus Financial Inc.4,637$321K0.0%N/A0.003%
8/18/2026 Public Employees Retirement System of Ohio49,259$3.41M0.0%N/A0.034%
8/17/2026 Capstone Investment Advisors LLC10,968$759K0.0%N/A0.008%
8/17/2026 Proficio Capital Partners LLC6,560$454K0.0%N/A0.004%
8/17/2026 Corient Private Wealth LP287,137$19.87M0.0%N/A0.197%
8/17/2026 Parallax Volatility Advisers L.P.54,270$3.76M0.0%N/A0.037%
8/17/2026 Azora Capital LP754,919$52.23M2.2%N/A0.517%
8/17/2026 Bank of America Corp DE589,331$40.78M0.0%N/A0.404%
8/17/2026 Basswood Capital Management L.L.C.425,137$29.42M1.2%N/A0.291%
8/15/2026 Freestone Grove Partners LP741,232$51.29M0.3%N/A0.508%
8/15/2026 Caisse de depot et placement du Quebec24,500$1.70M0.0%N/A0.017%
8/15/2026 Man Group plc202,467$14.01M0.0%N/A0.139%
8/15/2026 Jupiter Topco LLC65,255$4.52M0.0%N/A0.045%
8/14/2026 Hsbc Holdings PLC46,371$3.21M0.0%N/A0.032%
8/14/2026 Canada Pension Plan Investment Board188,900$13.07M0.0%N/A0.129%
8/14/2026 Legal & General Group Plc210,338$14.55M0.0%N/A0.144%
8/14/2026 The Manufacturers Life Insurance Company 790,404$54.69M0.0%N/A0.542%
8/14/2026 Algert Global LLC365,260$25.27M0.3%-2.7%0.250%
8/13/2026 Asset One Wealth Management LLC16,052$1.15M0.1%N/A0.011%
8/13/2026 Infrastructure Capital Advisors LLC40,839$2.83M0.2%N/A0.028%
8/13/2026 Sanctuary Advisors LLC4,408$305K0.0%N/A0.003%
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8/13/2026 Meiji Yasuda Asset Management Co Ltd.3,406$236K0.0%N/A0.002%
8/13/2026 Haverford Trust Co4,514$312K0.0%N/A0.003%
8/12/2026 Northwestern Mutual Wealth Management Co.645$45K0.0%N/A0.000%
8/12/2026 Quantbot Technologies LP88,520$6.13M0.2%N/A0.061%
8/12/2026 Evolve Private Wealth LLC7,419$513K0.0%N/A0.005%
8/12/2026 Landscape Capital Management L.L.C.6,571$455K0.0%N/A0.005%
8/12/2026 EP Wealth Advisors LLC14,596$1.01M0.0%N/A0.010%
8/12/2026 Ieq Capital LLC84,565$5.85M0.0%N/A0.058%
8/12/2026 Burnham & Co LLC800$55K0.0%N/A0.001%
8/12/2026 Callan Family Office LLC5,213$361K0.0%N/A0.004%
8/11/2026 Keating Financial Advisory Services Inc.1,148$79K0.0%N/A0.001%
8/11/2026 Allworth Financial LP2,978$206K0.0%N/A0.002%
8/11/2026 Vise Technologies Inc.12,127$839K0.0%N/A0.008%
8/11/2026 OVERSEA CHINESE BANKING Corp Ltd3,344$231K0.0%N/A0.002%
8/11/2026 OVERSEA CHINESE BANKING Corp Ltd13,945$965K0.0%N/A0.009%
8/10/2026 Shepherd Financial Partners LLC3,693$256K0.0%N/A0.003%
8/10/2026 West Family Investments Inc.4,305$298K0.1%N/A0.003%
8/10/2026 Great Lakes Advisors LLC81,498$5.64M0.0%N/A0.055%
8/10/2026 Avaii Wealth Management LLC8,128$562K0.2%N/A0.006%
8/10/2026 Diversify Advisory Services LLC3,957$271K0.0%N/A0.003%
8/8/2026 Meeder Advisory Services Inc.7,012$485K0.0%N/A0.005%
8/8/2026 Meeder Asset Management Inc.8,840$612K0.0%N/A0.006%
8/7/2026 BlackRock Inc.14,196,331$982.24M0.0%N/A9.651%
8/7/2026 Pallas Capital Advisors LLC6,999$484K0.0%N/A0.005%
8/7/2026 Deutsche Bank AG1,037,241$71.77M0.0%N/A0.705%
8/7/2026 Perigon Wealth Management LLC25,118$1.74M0.0%N/A0.017%
8/7/2026 Trust Co. of Vermont507$35K0.0%N/A0.000%
8/7/2026 UP Strategic Wealth Investment Advisors LLC2,906$208K0.1%N/A0.002%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.875$61K0.0%N/A0.001%
8/7/2026 HBK Sorce Advisory LLC54,029$3.87M0.1%N/A0.037%
8/6/2026 Global Retirement Partners LLC12,726$880K0.0%N/A0.009%
8/6/2026 Bank of New York Mellon Corp1,271,295$87.96M0.0%N/A0.864%
8/6/2026 Private Advisory Group LLC136,742$9.46M0.5%N/A0.093%
8/6/2026 Focus Partners Advisor Solutions LLC7,839$542K0.0%N/A0.005%
8/6/2026 State of Wyoming3,495$242K0.0%N/A0.002%
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%
6/16/2026 Empowered Funds LLC4,072$235K0.0%-98.7%0.003%
6/3/2026 NewEdge Advisors LLC8,126$468K0.0%+4.6%0.006%
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5/19/2026 NewEdge Advisors LLC7,583$437K0.0%-2.4%0.005%
5/19/2026 Bank of America Corp DE538,436$31.03M0.0%+30.9%0.366%
5/19/2026 Edgestream Partners L.P.199,682$11.51M0.4%+74.8%0.136%
5/19/2026 Kentucky Retirement Systems15,242$878K0.0%N/A0.010%
5/18/2026 Amundi36,685$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%
5/18/2026 Readystate Asset Management LP43,899$2.53M0.1%N/A0.030%
5/18/2026 Royal Bank of Canada96,401$5.56M0.0%+2.5%0.066%
5/18/2026 Rhino Investment Partners Inc114,645$6.61M1.8%N/A0.078%


ZION Institutional Ownership - Frequently Asked Questions

During the previous two years, 582 institutional investors and hedge funds held shares of Zions Bancorporation, N.A.. The most heavily invested institutionals were Vanguard Group Inc. ($1.08B), BlackRock Inc. ($982.24M), California State Teachers Retirement System ($824.21M), Dimensional Fund Advisors LP ($430.81M), State Street Corp ($356.15M), LSV Asset Management ($227.61M), and Morgan Stanley ($184.48M).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 514 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: BlackRock Inc. ($14.20M), California State Teachers Retirement System ($11.78M), Norges Bank ($4.72M), AQR Capital Management LLC ($3.08M), Balyasny Asset Management L.P. ($2.82M), Deutsche Bank AG ($1.72M), and Freestone Grove Partners LP ($1.68M).

Institutional investors have bought a total of 51,156,461 shares in the last 24 months. This purchase volume represents approximately $3.34B in transactions.

Of the 192 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 ($1.46M), Thrivent Financial for Lutherans ($1.15M), Vanguard Group Inc. ($903.93K), Empowered Funds LLC ($630.14K), State Street Corp ($521.81K), and Ameriprise Financial Inc. ($500.20K).

Institutional investors have sold a total of 13,639,400 shares in the last 24 months. This volume of shares sold represents approximately $793.76M in transactions.



Institutional ownership data for NASDAQ:ZION is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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