Запись по ценной бумаге · архивный квартал
ZION
Zions Bancorporation, National Association · Financial Services · Banks - Regional
134Отслеживаемые держатели
-1Δ держателей
92.98MАкций в держании
$5.44BОтчётная стоимость
+2Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.7% ·
поток акций -5.9% ·
новые чистые позиции 0.0%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (пассивный) | 18.40M | -2.1% | $1.08B | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (пассивный) | 13.74M | -0.3% | $804.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 3 | Dimensional Fund Advisors Lp | 7.42M | n/a | $434.41M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (пассивный) | 6.08M | -2.2% | $356.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.15M | +10.8% | $184.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 6 | Geode Capital Management ✦ (пассивный) | 2.96M | +1.1% | $173.50M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Arrowstreet Capital ✦ | 1.90M | +4.4% | $111.04M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 8 | Norges Bank ✦ (пассивный) | 1.81M | Новый | $105.70M | 0.0% | New | 1 | SEC ↗ |
| 9 | Invesco Ltd. | 1.76M | n/a | $102.81M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 10 | AQR Capital Management ✦ | 1.50M | -49.4% | $87.73M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 11 | First Trust Advisors Lp | 1.49M | n/a | $87.37M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Millennium Management ✦ | 1.46M | -51.1% | $85.63M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 1.41M | +6.6% | $82.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Northern Trust Corp | 1.36M | n/a | $79.79M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 15 | Bank of New York Mellon Corp | 1.31M | n/a | $76.89M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 16 | Allianz Asset Management GmbH | 1.26M | n/a | $73.64M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 17 | Balyasny Asset Management L.P. | 1.15M | n/a | $67.14M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 1.13M | +185.2% | $65.90M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 19 | Charles Schwab Investment… | 1.12M | n/a | $65.84M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | FIL Ltd | 1.11M | n/a | $65.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Qube Research & Technologies Ltd | 1.09M | n/a | $63.86M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Mackenzie Financial Corp | 931.39K | n/a | $54.56M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 851.89K | -0.3% | $49.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 24 | Bridgewater Associates ✦ | 837.34K | +53.5% | $49.02M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 827.68K | n/a | $48.45M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Manufacturers Life Insurance… | 817.57K | n/a | $47.86M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Adage Capital Partners ✦ | 792.39K | +31.0% | $46.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 721.43K | n/a | $42.23M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 29 | Point72 Asset Management ✦ | 689.28K | Новый | $40.35M | 0.1% | New | 1 | SEC ↗ |
| 30 | American Century Companies Inc | 647.52K | n/a | $37.91M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wellington Management ✦ | 631.11K | -61.1% | $36.95M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 539.72K | n/a | $31.60M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 33 | Barclays Plc | 526.67K | n/a | $30.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Citadel Advisors ✦ | 424.10K | -88.3% | $24.83M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 35 | UBS AM, a distinct business unit of… | 417.49K | n/a | $24.44M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 36 | Bank Of America Corp /De/ | 411.21K | n/a | $24.07M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 37 | JPMorgan Chase ✦ | 409.38K | -43.2% | $23.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 38 | Rhumbline Advisers | 401.97K | n/a | $23.53M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | D. E. Shaw & Co. ✦ | 371.69K | +57.0% | $21.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Victory Capital Management Inc | 364.24K | n/a | $21.32M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 355.16K | n/a | $20.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 42 | Sei Investments Co | 322.97K | n/a | $18.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Principal Financial Group Inc | 317.54K | n/a | $18.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Hrt Financial Lp | 316.00K | n/a | $18.50M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Nomura Asset Management… | 299.42K | n/a | $17.53M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Corient Private Wealth LP | 402.04K | n/a | $17.41M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 47 | Swiss National Bank | 291.00K | n/a | $17.04M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | California Public Employees… | 277.81K | n/a | $16.26M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Nuveen, LLC | 263.55K | n/a | $15.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Nordea Investment Management Ab | 238.69K | n/a | $13.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Legal & General Group Plc | 232.85K | n/a | $13.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 52 | Alliancebernstein L.P. | 221.02K | n/a | $12.94M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Citigroup Inc | 206.64K | n/a | $12.10M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 54 | Jane Street Group, Llc | 198.09K | n/a | $11.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 55 | Squarepoint Ops LLC | 196.19K | n/a | $11.49M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Wells Fargo & Company/Mn | 189.23K | n/a | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | Prudential Financial Inc | 187.61K | n/a | $10.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Captrust Financial Advisors | 177.81K | n/a | $10.41M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Canada Pension Plan Investment Board | 176.00K | n/a | $10.30M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Assenagon Asset Management S.A. | 169.98K | n/a | $9.95M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 159.92K | n/a | $9.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | State Board Of Administration Of… | 158.10K | n/a | $9.26M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | BNP Paribas Asset Management… | 155.54K | n/a | $9.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Hotchkis & Wiley Capital Management… | 154.54K | n/a | $9.05M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Universal- Beteiligungs- und… | 153.57K | n/a | $8.99M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Voya Investment Management Llc | 144.19K | n/a | $8.44M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Franklin Resources Inc | 143.08K | n/a | $8.38M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 68 | Holocene Advisors, LP | 141.53K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | California State Teachers… | 139.76K | n/a | $8.18M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | T. Rowe Price ✦ | 121.76K | +4.5% | $7.13M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 71 | Raymond James Financial Inc | 120.27K | n/a | $7.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Russell Investments Group, Ltd. | 114.92K | n/a | $6.73M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 73 | Mitsubishi UFJ Trust & Banking Corp | 100.60K | n/a | $5.89M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Tudor Investment Corp Et Al | 99.09K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Royal Bank Of Canada | 94.05K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 76 | Hsbc Holdings Plc | 75.58K | n/a | $4.43M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 77 | HighTower Advisors, LLC | 73.52K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Healthcare Of Ontario Pension Plan… | 73.00K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bnp Paribas Financial Markets | 72.96K | n/a | $4.27M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 72.37K | n/a | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Janus Henderson Group Plc | 65.25K | n/a | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Wealth Enhancement Advisory… | 62.60K | n/a | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | New York State Common Retirement… | 64.36K | n/a | $3.77M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Optiver Holding B.V. | 59.28K | n/a | $3.47M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | Cerity Partners LLC | 54.39K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 86 | Bank Of Montreal /Can/ | 54.26K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 87 | State Of Wisconsin Investment Board | 52.85K | n/a | $3.09M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Focus Partners Wealth | 52.18K | n/a | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Man Group plc | 52.03K | n/a | $3.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Toronto Dominion Bank | 47.50K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 91 | Zurcher Kantonalbank (Zurich… | 46.83K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | LPL Financial LLC | 46.05K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Cetera Investment Advisers | 42.46K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Envestnet Asset Management Inc | 38.81K | n/a | $2.27M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Cwm, Llc | 36.63K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Amundi | 36.12K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Commonwealth Equity Services, Llc | 35.89K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Lazard Asset Management Llc | 32.31K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Creative Planning | 30.39K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Jones Financial Companies Lllp | 29.93K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $105.70M | 0.0% |
| Point72 Asset Management | $40.35M | 0.1% |
Закрыто
| Appaloosa | $16.13M | составлял 0.2% |
| Fisher Asset Management | $218,182 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 558 держатели, 115.12M акции, $6.30B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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