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Security record · archived quarter

ZION

Zions Bancorporation, National Association · Financial Services · Banks - Regional

63.37 +0.6% mkt cap $9.25B quote delayed (FMP) · as of Oct 16 22:08 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
134Tracked holders
-1Δ holders
92.98MShares held
$5.44BReported value
+2New positions
−2Exits
Falling Conviction score 50/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -0.7% · share flow -5.9% · net new positions 0.0% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 126 -1 85.59M $5.92B +5 −7
Q1 2026 131 -2 81.32M $4.68B +5 −8
Q4 2025 134 -1 92.98M $5.44B +2 −2
Q3 2025 22 +1 62.72M $3.55B +2 −2
Q2 2025 19 +2 56.71M $2.95B +3 −1
Q1 2025 14 +3 21.60M $1.07B +4 −1
Q4 2024 11 -1 19.19M $1.04B +1 −2
Q3 2024 11 +1 12.54M $591.68M +1 n/a
Q2 2024 10 n/a 10.80M $467.88M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 18.40M -2.1% $1.08B 0.0% ▼ Trim 3 SEC ↗ ×5
2 Dimensional Fund Advisors Lp 7.42M n/a $434.41M 0.1% n/c 1 SEC ↗ ×5
3 State Street Global Advisors ✦ (passive) 6.08M -2.2% $356.15M 0.0% ▼ Trim 5 SEC ↗
4 Morgan Stanley ✦ 3.15M +10.8% $184.48M 0.0% ▲ Add 2 SEC ↗ ×15
5 Arrowstreet Capital ✦ 1.90M +4.4% $111.04M 0.1% ▲ Add 7 SEC ↗
6 Invesco Ltd. 1.76M n/a $102.81M 0.0% n/c 1 SEC ↗ ×9
7 First Trust Advisors Lp 1.49M n/a $87.37M 0.1% n/c 1 SEC ↗
8 Goldman Sachs Group ✦ 1.41M +6.6% $82.79M 0.0% ▲ Add 2 SEC ↗ ×4
9 Northern Trust Corp 1.36M n/a $79.79M 0.0% n/c 1 SEC ↗ ×8
10 Charles Schwab Investment… 1.12M n/a $65.84M 0.0% n/c 1 SEC ↗
11 FIL Ltd 1.11M n/a $65.16M 0.0% n/c 1 SEC ↗ ×3
12 Mackenzie Financial Corp 931.39K n/a $54.56M 0.1% n/c 1 SEC ↗
13 Fidelity (FMR) ✦ 851.89K -0.3% $49.87M 0.0% ▼ Trim 3 SEC ↗ ×4
14 Manufacturers Life Insurance… 817.57K n/a $47.86M 0.0% n/c 1 SEC ↗
15 Adage Capital Partners ✦ 792.39K +31.0% $46.39M 0.1% ▲ Add 3 SEC ↗
16 American Century Companies Inc 647.52K n/a $37.91M 0.0% n/c 1 SEC ↗
17 Wellington Management ✦ 631.11K -61.1% $36.95M 0.0% ▼ Trim 6 SEC ↗
18 Deutsche Bank Ag\ 539.72K n/a $31.60M 0.0% n/c 1 SEC ↗ ×5
19 Barclays Plc 526.67K n/a $30.83M 0.0% n/c 1 SEC ↗ ×2
20 UBS AM, a distinct business unit of… 417.49K n/a $24.44M 0.0% n/c 1 SEC ↗ ×10
21 Bank Of America Corp /De/ 411.21K n/a $24.07M 0.0% n/c 1 SEC ↗ ×7
22 JPMorgan Chase ✦ 409.38K -43.2% $23.97M 0.0% ▼ Trim 2 SEC ↗ ×9
23 Rhumbline Advisers 401.97K n/a $23.53M 0.0% n/c 1 SEC ↗
24 D. E. Shaw & Co. ✦ 371.69K +57.0% $21.76M 0.0% ▲ Add 4 SEC ↗
25 Victory Capital Management Inc 364.24K n/a $21.32M 0.0% n/c 1 SEC ↗
26 Ameriprise Financial Inc 355.16K n/a $20.79M 0.0% n/c 1 SEC ↗ ×3
27 Sei Investments Co 322.97K n/a $18.91M 0.0% n/c 1 SEC ↗ ×3
28 Principal Financial Group Inc 317.54K n/a $18.59M 0.0% n/c 1 SEC ↗ ×2
29 Nomura Asset Management… 299.42K n/a $17.53M 0.0% n/c 1 SEC ↗
30 California Public Employees… 277.81K n/a $16.26M 0.0% n/c 1 SEC ↗
31 Legal & General Group Plc 232.85K n/a $13.63M 0.0% n/c 1 SEC ↗ ×3
32 Alliancebernstein L.P. 221.02K n/a $12.94M 0.0% n/c 1 SEC ↗
33 Citigroup Inc 206.64K n/a $12.10M 0.0% n/c 1 SEC ↗ ×4
34 Wells Fargo & Company/Mn 189.23K n/a $11.08M 0.0% n/c 1 SEC ↗ ×4
35 Prudential Financial Inc 187.61K n/a $10.98M 0.0% n/c 1 SEC ↗ ×2
36 State Board Of Administration Of… 158.10K n/a $9.26M 0.0% n/c 1 SEC ↗
37 Hotchkis & Wiley Capital Management… 154.54K n/a $9.05M 0.0% n/c 1 SEC ↗
38 Voya Investment Management Llc 144.19K n/a $8.44M 0.0% n/c 1 SEC ↗
39 Franklin Resources Inc 143.08K n/a $8.38M 0.0% n/c 1 SEC ↗ ×5
40 California State Teachers… 139.76K n/a $8.18M 0.0% n/c 1 SEC ↗
41 T. Rowe Price ✦ 121.76K +4.5% $7.13M 0.0% ▲ Add 7 SEC ↗
42 Raymond James Financial Inc 120.27K n/a $7.04M 0.0% n/c 1 SEC ↗ ×2
43 Tudor Investment Corp Et Al 99.09K n/a $5.80M 0.0% n/c 1 SEC ↗
44 Royal Bank Of Canada 94.05K n/a $5.50M 0.0% n/c 1 SEC ↗ ×7
45 Hsbc Holdings Plc 75.58K n/a $4.43M 0.0% n/c 1 SEC ↗ ×10
46 Bnp Paribas Financial Markets 72.96K n/a $4.27M 0.0% n/c 1 SEC ↗
47 New York State Common Retirement… 64.36K n/a $3.77M 0.0% n/c 1 SEC ↗
48 Bank Of Montreal /Can/ 54.26K n/a $3.18M 0.0% n/c 1 SEC ↗ ×7
49 State Of Wisconsin Investment Board 52.85K n/a $3.09M 0.0% n/c 1 SEC ↗
50 Toronto Dominion Bank 47.50K n/a $2.78M 0.0% n/c 1 SEC ↗ ×2
51 Commonwealth Equity Services, Llc 35.89K n/a $2.10M 0.0% n/c 1 SEC ↗
52 Jones Financial Companies Lllp 29.93K n/a $1.75M 0.0% n/c 1 SEC ↗
53 Bank Of Nova Scotia 26.63K n/a $1.56M 0.0% n/c 1 SEC ↗
54 Pnc Financial Services Group, Inc. 26.31K n/a $1.54M 0.0% n/c 1 SEC ↗ ×5
55 Tweedy, Browne ✦ 24.10K +16.7% $1.41M 0.1% ▲ Add 4 SEC ↗
56 Mercer Global Advisors Inc /Adv 16.90K n/a $989,113 0.0% n/c 1 SEC ↗
57 Us Bancorp \De\ 15.46K n/a $904,911 0.0% n/c 1 SEC ↗ ×2
58 Stifel Financial Corp 14.67K n/a $858,831 0.0% n/c 1 SEC ↗ ×4
59 Federated Hermes, Inc. 14.06K n/a $823,307 0.0% n/c 1 SEC ↗ ×2
60 Aviva Plc 10.37K n/a $606,943 0.0% n/c 1 SEC ↗
61 Fifth Third Bancorp 8.43K n/a $493,317 0.0% n/c 1 SEC ↗
62 Kayne Anderson Rudnick Investment… 7.02K n/a $411,126 0.0% n/c 1 SEC ↗
63 Blair William & Co/Il 6.66K n/a $389,993 0.0% n/c 1 SEC ↗
64 CIBC Asset Management Inc 4.61K n/a $269,577 0.0% n/c 1 SEC ↗
65 Group One Trading Llc 2.73K n/a $159,873 0.0% n/c 1 SEC ↗
66 Danske Bank A/S 2.20K n/a $128,788 0.0% n/c 1 SEC ↗
67 Nomura Asset Management Co Ltd 1.83K n/a $107,128 0.0% n/c 1 SEC ↗
68 Northwestern Mutual Wealth… 738 n/a $43,202 0.0% n/c 1 SEC ↗
69 National Bank Of Canada /Fi/ 2 n/a $117 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Fisher Asset Management $218,182 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 558 holders, 115.12M shares, $6.30B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API