ZION · Company research
Zions Bancorporation N.A. (ZION): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48445 | 3349456 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2089 | 145 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67500 | 4670325 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 862469 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31000 | 2145 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Rhino Investment Partners, Inc | 1828776 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135198 | 9354350 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16442 | 1137633 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1607355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 6919 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO OF NEVADA INC | 1263548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 2828 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2057170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200622 | 13881035 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 1730 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30233 | 2092 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STEPH & CO | 941519 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1552 | 107383 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42906 | 2968666 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3648 | 252405 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65014 | 4498 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Ethic Inc. | 1780570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32107 | 2221508 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| HANTZ FINANCIAL SERVICES, INC. | 1071061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5587 | 387 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SOUTHERN MICHIGAN BANK & TRUST | 1173227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 475 | 32865 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Jackson Creek Investment Advisors LLC | 1831003 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15140 | 1055 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Geneos Wealth Management Inc. | 1764754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4396 | 304159 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Uniplan Investment Counsel, Inc. | 1520710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1363 | 94365 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 1649451 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19376 | 1340638 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Spire Wealth Management | 1858740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 1522 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 354673 | 20762557 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Invesco LTD | 914208 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2161 | 126505000 | — | — | — | Feb 19, 2026 | SEC_13F_HR |
| Toronto Dominion Bank | 947263 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 54000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2354 | 137803000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| Bank of Nova Scotia | 9631 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 26628 | 1558803000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 6083841 | 356148052000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 4371 | 255878000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| SEI Investments Co | 350894 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 115171 | 6742110000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 14042 | 822019000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 231834 | 13571562000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Franklin Templeton, Inc. | 38777 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 171 | 10010000 | — | — | — | Feb 11, 2026 | SEC_13F_HR |
| SouthState Bank Corporation | 764038 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 166 | 9718000 | — | — | — | Feb 11, 2026 | SEC_13F_HR |
| Jefferies Financial Group Inc. | 96223 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 23716 | 1388335000 | — | — | — | Feb 9, 2026 | SEC_13F_HR |
| PNC Financial Services Group | 713676 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 20184 | 1181571000 | — | — | — | Feb 6, 2026 | SEC_13F_HR |
| Principal Financial Group, Inc. | 1126328 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 4088 | 239311000 | — | — | — | Feb 2, 2026 | SEC_13F_HR |
| Basecamp Wealth Advisors LLC | 2115254 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 216 | 12645 | — | — | — | Jun 24, 2026 | SEC_13F_DATASET |
| Ensign Peak Advisors, Inc | 1454984 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 8289 | 485238 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Principal Financial Group, Inc. | 1126328 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 5353 | 302873000 | — | — | — | Nov 4, 2025 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 13187 | 746120000 | — | — | — | Nov 3, 2025 | SEC_13F_HR |
| Ensign Peak Advisors, Inc | 1454984 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 25939 | 1467629 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Goldman Sachs Group Inc. | 886982 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1180464 | 66790647000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 6218920 | 351866494000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Invesco LTD | 914208 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 679000 | — | — | — | Nov 13, 2025 | SEC_13F_HR |
| SEI Investments Co | 350894 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 199597 | 11293200000 | — | — | — | Nov 13, 2025 | SEC_13F_HR |
| Franklin Templeton, Inc. | 38777 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 171 | 9675000 | — | — | — | Nov 13, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 283674 | 16050275000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 15039 | 850907000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
| PNC Financial Services Group | 713676 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 18863 | 1067269000 | — | — | — | Nov 7, 2025 | SEC_13F_HR |
| SouthState Bank Corporation | 764038 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 196 | 11090000 | — | — | — | Nov 5, 2025 | SEC_13F_HR |
| ALGERT GLOBAL LLC | 1275218 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 105179 | 5244225 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 777 | 38741 | — | — | — | Jun 3, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Dec 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 777 | 42152 | — | — | — | Jun 17, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Dec 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 105179 | 5705961 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Mon Sep 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 8172 | 385882 | — | — | — | Jun 12, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Mon Sep 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 91784 | 4334040 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Mon Sep 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 777 | 36690 | — | — | — | Jun 17, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Sun Jun 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 777 | 33698 | — | — | — | Jun 17, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Sun Jun 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 91784 | 3980672 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Sun Jun 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 8423 | 365306 | — | — | — | Jun 12, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Sun Mar 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 3825 | 166005 | — | — | — | Jun 17, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Sun Mar 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 76870 | 3336158 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Sun Mar 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 17030 | 739102 | — | — | — | Jun 12, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Sun Dec 31 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 40480 | 1775858 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Sun Dec 31 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 19892 | 872675 | — | — | — | Jun 12, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Sun Dec 31 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 13592 | 596281 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Sat Sep 30 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 13592 | 474225 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Sat Sep 30 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 41742 | 1456380 | — | — | — | Jun 12, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Sat Sep 30 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 13170 | 459501 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Fri Jun 30 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 97969 | 2631447 | — | — | — | Jun 12, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Fri Jun 30 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 7573 | 203411 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Fri Jun 30 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 31148 | 836635 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Fri Mar 31 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 55912 | 1673446 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Fri Mar 31 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 68943 | 2063464 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Fri Mar 31 2023 00:00:00 GMT+0000 (Coordinated Universal Time) | 22055 | 660106 | — | — | — | Jun 12, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Sat Dec 31 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 55912 | 2748634 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Sat Dec 31 2022 00:00:00 GMT+0000 (Coordinated Universal Time) | 54328 | 2670764 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.