# ZIONS BANCORPORATION NATL AS (ZION)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ZION/

- Reporting holders: 21
- Reported value: $8.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $2.4M | 38,051 | 0.4% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 22,075 | 0.0% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $970.3K | 15,468 | 0.0% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $848.7K | 13,546 | 0.0% | 12 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $480.8K | 7,611 | 0.1% | 14 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $470.1K | 7,503 | 0.0% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $464.7K | 7,505 | 0.0% | 13 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $346.4K | 5,529 | 0.0% | 32 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $220.8K | 3,524 | 0.1% | 4 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $214.6K | 3,425 | 0.0% | 14 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $203.2K | 3,243 | 0.0% | 2 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $154.2K | 2,461 | 0.1% | 5 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $79.5K | 1,269 | 0.0% | 5 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $57.5K | 918 | 0.0% | 3 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $17.9K | 285 | 0.0% | 7 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $14.1K | 225 | 0.0% | 1 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $9.0K | 144 | 0.0% | 13 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $6.9K | 110 | 0.0% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $5.4K | 86 | 0.0% | 9 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.2K | 19 | 0.0% | 2 |
| [NEVILLE RODIE & SHAW INC](https://holderbook.com/funds/71210-neville-rodie-shaw-inc/) | $331 | 5,280 | 0.0% | 8 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $188 | 3 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $127 | 2,023 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 21 | $8.3M |
| Q2 2026 | 606 | $9.3B |
| Q1 2026 | 566 | $6.9B |
| Q4 2025 | 562 | $7.3B |
| Q3 2025 | 521 | $6.8B |
| Q2 2025 | 502 | $6.1B |
| Q1 2025 | 505 | $5.9B |
| Q4 2024 | 485 | $6.4B |
| Q3 2024 | 475 | $5.6B |
| Q2 2024 | 436 | $5.3B |
| Q1 2024 | 466 | $5.6B |
| Q4 2023 | 478 | $6.3B |