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Institutional Ownership · SEC Form 13F

Who owns Zions Bancorporation, National Association (ZION)


Which tracked institutional funds hold ZION, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZION company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

560
Institutional holders
116M
Shares held (tracked funds)
78.3%
Of shares outstanding

How the tape is positioned

211 tracked funds added or opened ZION while 76 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ZION’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ZION more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ZION divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 560 tracked filers holding ZION, 314 increased or opened the position and 238 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ZION between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 23

  • Azora Capital LP$52M
  • ExodusPoint Capital Management, LP$8M
  • PANAGORA ASSET MANAGEMENT INC$7M
  • Convergence Investment Partners, LLC$5M
  • Jupiter Topco LLC$5M
  • Parallax Volatility Advisers, L.P.$4M

Full exits 40

  • LSV ASSET MANAGEMENT$225M
  • ALGEBRIS (UK) LTD$36M
  • Squarepoint Ops LLC$15M
  • HRT FINANCIAL LP$14M
  • KETTLE HILL CAPITAL MANAGEMENT, LLC$11M
  • Thrivent Financial for Lutherans$9M

Largest adds

  • BlackRock, Inc.$248M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$143M
  • DIMENSIONAL FUND ADVISORS LP$98M
  • VANGUARD CAPITAL MANAGEMENT LLC$79M
  • STATE STREET CORP$71M
  • TWO SIGMA INVESTMENTS, LP$67M

Largest trims

  • BALYASNY ASSET MANAGEMENT L.P.$27M
  • Assenagon Asset Management S.A.$12M
  • JANE STREET GROUP, LLC$9M
  • Freestone Grove Partners LP$9M
  • WELLINGTON MANAGEMENT GROUP LLP$8M
  • Caisse de depot et placement du Quebec$8M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added14,196,331$982M13.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added11,107,629$769M10.3%2026-Q2
DIMENSIONAL FUND ADVISORS LP added7,644,441$529M7.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added6,632,521$459M6.1%2026-Q2
STATE STREET CORP added5,929,244$410M5.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added3,060,253$212M2.8%2026-Q2
MORGAN STANLEY trimmed3,040,366$210M2.8%2026-Q2
TWO SIGMA INVESTMENTS, LP added2,794,444$193M2.6%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. added2,649,694$183M2.4%2026-Q2
FIDUCIARY MANAGEMENT INC /WI/ trimmed2,591,257$179M2.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added2,579,678$178M2.4%2026-Q2
FIRST TRUST ADVISORS LP added2,042,546$141M1.9%2026-Q2
GOLDMAN SACHS GROUP INC trimmed1,741,870$121M1.6%2026-Q2
MACKENZIE FINANCIAL CORP added1,739,633$120M1.6%2026-Q2
NORGES BANK added1,724,832$119M1.6%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,700,223$118M1.6%2026-Q2
Quantinno Capital Management LP added1,596,462$110M1.5%2026-Q2
Invesco Ltd. added1,531,259$106M1.4%2026-Q2
NORTHERN TRUST CORP added1,387,881$96M1.3%2026-Q2
FMR LLC added1,341,623$93M1.2%2026-Q2
Bank of New York Mellon Corp trimmed1,271,295$88M1.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,157,267$80M1.1%2026-Q2
FIL Ltd added1,151,364$80M1.1%2026-Q2
MILLENNIUM MANAGEMENT LLC added1,136,350$79M1.0%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed1,052,131$73M1.0%2026-Q2
DEUTSCHE BANK AG\ added1,037,241$72M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO added930,119$64M0.9%2026-Q2
UBS Group AG added818,299$57M0.8%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed792,471$55M0.7%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed790,404$55M0.7%2026-Q2
Allianz Asset Management GmbH added757,759$44M0.6%2026-Q2
Azora Capital LP new754,919$52M0.7%2026-Q2
Freestone Grove Partners LP trimmed741,232$51M0.7%2026-Q2
Qube Research & Technologies Ltd added729,908$51M0.7%2026-Q2
AMERICAN CENTURY COMPANIES INC trimmed630,716$44M0.6%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed609,003$42M0.6%2026-Q2
Bridgewater Associates, LP trimmed591,357$41M0.5%2026-Q2
BANK OF AMERICA CORP /DE/ added589,331$41M0.5%2026-Q2
Walleye Capital LLC added581,257$40M0.5%2026-Q2
SEI INVESTMENTS CO added560,072$39M0.5%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed524,818$36M0.5%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added447,265$31M0.4%2026-Q2
Arbejdsmarkedets Tillaegspension trimmed443,800$31M0.4%2026-Q2
MetLife Investment Management, LLC added440,011$30M0.4%2026-Q2
BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed425,137$29M0.4%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed417,138$29M0.4%2026-Q2
RHUMBLINE ADVISERS trimmed401,425$28M0.4%2026-Q2
Nuveen, LLC added390,816$27M0.4%2026-Q2
JPMORGAN CHASE & CO added380,102$27M0.4%2026-Q2
Point72 Asset Management, L.P. trimmed373,252$26M0.3%2026-Q2
ALGERT GLOBAL LLC trimmed365,260$25M0.3%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added347,886$24M0.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added338,895$23M0.3%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added333,940$23M0.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed329,835$23M0.3%2026-Q2
Schonfeld Strategic Advisors LLC added322,835$22M0.3%2026-Q2
SummitTX Capital, L.P. added316,241$22M0.3%2026-Q2
California Public Employees Retirement System added309,340$21M0.3%2026-Q2
Swiss National Bank added296,800$21M0.3%2026-Q2
Verition Fund Management LLC added291,662$20M0.3%2026-Q2
Corient Private Wealth LP added291,501$20M0.3%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC added284,068$20M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added272,295$19M0.3%2026-Q2
Interval Partners, LP added266,355$18M0.2%2026-Q2
D. E. Shaw & Co., Inc. trimmed250,656$17M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed244,406$14M0.2%2026-Q2
Russell Investments Group, Ltd. added240,449$17M0.2%2026-Q2
BARCLAYS PLC trimmed227,754$16M0.2%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB trimmed224,073$16M0.2%2026-Q2
STRS OHIO added217,001$15M0.2%2026-Q2
Legal & General Group Plc added210,338$15M0.2%2026-Q2
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added206,364$14M0.2%2026-Q2
Man Group plc added202,467$14M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH added200,622$14M0.2%2026-Q2
CITIGROUP INC added190,637$13M0.2%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD trimmed188,900$13M0.2%2026-Q2
FRANKLIN RESOURCES INC trimmed187,273$13M0.2%2026-Q2
CAPTRUST FINANCIAL ADVISORS added186,689$13M0.2%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added186,467$13M0.2%2026-Q2
BW Gestao de Investimentos Ltda. trimmed173,904$12M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added173,694$12M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed172,168$12M0.2%2026-Q2
Rockefeller Capital Management L.P. added170,260$12M0.2%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added169,729$12M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC added159,589$11M0.1%2026-Q2
Retirement Systems of Alabama trimmed152,135$11M0.1%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added148,723$10M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added141,833$10M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added140,793$10M0.1%2026-Q2
Private Advisory Group LLC trimmed136,742$9M0.1%2026-Q2
Rhino Investment Partners, Inc added135,198$9M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed127,334$9M0.1%2026-Q2
Vest Financial, LLC added126,367$9M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added125,354$9M0.1%2026-Q2
GRIMES & Co WEALTH MANAGEMENT, LLC added121,221$8M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed118,365$8M0.1%2026-Q2
Calydon Capital trimmed116,551$8M0.1%2026-Q2
SEIZERT CAPITAL PARTNERS, LLC added112,522$8M0.1%2026-Q2
ExodusPoint Capital Management, LP trimmed110,101$8M0.1%2026-Q2
Edgestream Partners, L.P. trimmed108,817$8M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership