ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ - Common Stock (ZION) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
ZION on Nasdaq
Shares outstanding
148,413,760
Price per share
$58.54
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
116,900,027
Total reported value
$6,613,527,953
% of total 13F portfolios
0%
Share change
+672,946
Value change
+$51,585,937
Number of holders
507
Price from insider filings
$58.54
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ - Common Stock (ZION) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DIMENSIONAL FUND ADVISORS LP 5% $434,407,076 7,420,688 Dimensional Fund Advisors LP 31 Dec 2025
STATE STREET CORP 4.7% -6% $295,426,671 -$19,730,882 6,956,126 -6.3% STATE STREET CORPORATION 31 Mar 2025

As of 30 Sep 2025, 507 institutional investors reported holding 116,900,027 shares of ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ - Common Stock (ZION). This represents 79% of the company’s total 148,413,760 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ - Common Stock (ZION) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 13% 18,792,800 -2.7% 0.02% $1,063,296,625
BlackRock, Inc. 9.3% 13,780,324 -0.76% 0.01% $779,690,716
DIMENSIONAL FUND ADVISORS LP 4.9% 7,343,076 +0.42% 0.09% $415,474,438
STATE STREET CORP 4.2% 6,218,920 -5.9% 0.01% $351,866,494
LSV ASSET MANAGEMENT 2.6% 3,839,718 -3% 0.48% $217,251,000
CITADEL ADVISORS LLC 2.4% 3,634,387 +0.98% 0.16% $205,633,617
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2.2% 3,244,014 +14% 1.7% $183,546,312
FIDUCIARY MANAGEMENT INC /WI/ 2% 3,029,289 +14% 1.7% $171,397,172
MILLENNIUM MANAGEMENT LLC 2% 2,992,243 +161% 0.13% $169,301,109
AQR CAPITAL MANAGEMENT LLC 2% 2,963,545 +32% 0.11% $167,677,337
GEODE CAPITAL MANAGEMENT, LLC 2% 2,932,362 +0.76% 0.01% $165,940,381
MORGAN STANLEY 1.9% 2,844,601 +15% 0.01% $160,947,638
FULLER & THALER ASSET MANAGEMENT, INC. 1.7% 2,528,391 -6.3% 0.49% $143,056,381
Thrivent Financial for Lutherans 1.4% 2,041,063 +6.4% 0.23% $115,483,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.2% 1,817,582 -0.16% 0.06% $102,838,790
WELLINGTON MANAGEMENT GROUP LLP 1.1% 1,621,400 +23% 0.02% $91,738,812
Invesco Ltd. 1.1% 1,616,549 +4.4% 0.01% $91,464,356
NORTHERN TRUST CORP 0.95% 1,404,765 -0.22% 0.01% $79,481,603
GOLDMAN SACHS GROUP INC 0.89% 1,326,121 -16% 0.01% $75,031,916
Bank of New York Mellon Corp 0.86% 1,277,139 -1.4% 0.01% $72,260,506
FIRST TRUST ADVISORS LP 0.83% 1,233,337 +49% 0.05% $69,782,218
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.74% 1,104,386 -0.24% 0.01% $62,486,160
Allianz Asset Management GmbH 0.72% 1,062,174 -12% 0.07% $60,097,805
FMR LLC 0.58% 854,404 +21% 0% $48,342,170
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.55% 813,304 +1.7% 0.04% $46,016,740

Institutional Holders of ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ - Common Stock (ZION) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 5,118,730 $299,847,103 +$14,759,742 $58.54 83
2025 Q3 116,900,027 $6,613,527,953 +$51,585,937 $56.58 507
2025 Q2 116,009,847 $6,026,309,089 +$75,660,401 $51.94 491
2025 Q1 114,663,946 $5,711,381,275 -$25,782,774 $49.86 492
2024 Q4 115,179,802 $6,248,491,135 +$162,386,658 $54.25 466
2024 Q3 110,887,442 $5,236,255,919 -$156,617,844 $47.22 465
2024 Q2 114,531,027 $4,967,379,922 +$135,152,106 $43.37 426
2024 Q1 111,248,397 $4,828,125,876 -$254,958,654 $43.40 457
2023 Q4 222,414 $9,757,488 +$288,266 $43.87 5
2023 Q3 117,884,328 $4,112,984,442 +$17,989,902 $34.89 412
2023 Q2 116,681,714 $3,137,942,163 -$167,902,803 $26.86 401
2023 Q1 121,241,494 $3,628,682,533 -$182,846,688 $29.93 429
2022 Q4 123,566,726 $6,076,172,899 +$62,527,328 $49.16 472
2022 Q3 119,458,477 $6,078,849,786 +$129,461,966 $50.86 470
2022 Q2 113,414,512 $5,770,407,475 +$21,728,765 $50.90 459
2022 Q1 115,372,528 $7,560,678,112 +$85,875,669 $65.56 489
2021 Q4 123,736,198 $7,824,800,445 -$516,391,999 $63.16 450
2021 Q3 129,968,948 $8,044,868,090 -$207,297,252 $61.89 429
2021 Q2 134,290,984 $7,098,653,220 -$65,344,305 $52.86 417
2021 Q1 135,531,019 $7,447,143,135 +$55,039,094 $54.96 418
2020 Q4 135,168,505 $5,873,763,914 -$84,228,135 $43.44 408
2020 Q3 137,954,148 $4,030,955,838 -$135,741,443 $29.22 387
2020 Q2 143,958,188 $4,888,967,026 -$228,395,507 $34.00 390
2020 Q1 144,025,321 $3,853,913,276 -$527,409,407 $26.76 388
2019 Q4 161,228,499 $8,369,148,160 -$65,892,513 $51.92 459
2019 Q3 165,239,616 $7,355,204,978 -$308,204,994 $44.52 426
2019 Q2 171,928,455 $7,902,251,290 +$177,630,424 $45.98 484
2019 Q1 175,787,592 $7,980,994,572 -$25,583,707 $45.41 538
2018 Q4 173,346,567 $7,060,780,003 -$394,806,248 $40.74 497
2018 Q3 181,080,243 $9,079,287,300 -$124,776,615 $50.15 505
2018 Q2 183,638,066 $9,676,386,198 +$55,465,416 $52.69 525
2018 Q1 178,483,204 $9,410,014,754 -$142,043,180 $52.73 515
2017 Q4 184,571,961 $9,381,035,915 +$16,906,614 $50.83 491
2017 Q3 183,990,574 $8,679,283,683 -$25,104,144 $47.18 431
2017 Q2 186,464,975 $8,187,212,784 -$69,847,113 $43.91 444
2017 Q1 189,492,337 $7,959,781,594 +$564,398,994 $42.00 442
2016 Q4 189,736,558 $8,165,660,594 +$288,680,120 $43.04 415
2016 Q3 181,565,714 $5,630,580,607 +$118,793,612 $31.02 347
2016 Q2 172,564,840 $4,336,495,205 -$138,442,367 $25.13 333
2016 Q1 183,270,928 $4,438,680,111 -$43,784,852 $24.21 323
2015 Q4 183,023,450 $4,996,588,352 +$75,255,823 $27.30 324
2015 Q3 181,989,383 $5,011,262,348 +$142,895,986 $27.54 308
2015 Q2 178,013,757 $5,648,634,593 -$39,506,977 $31.74 315
2015 Q1 178,722,784 $4,822,960,366 +$35,413,356 $27.00 292
2014 Q4 176,812,682 $5,038,126,910 +$100,683,518 $28.51 312
2014 Q3 174,571,791 $5,071,552,113 +$359,717,583 $29.06 322
2014 Q2 160,480,826 $4,729,101,372 -$235,391,417 $29.47 312
2014 Q1 168,525,408 $5,219,401,145 +$198,883,734 $30.98 320