Запись по ценной бумаге · архивный квартал
ZION
Zions Bancorporation, National Association · Financial Services · Banks - Regional
131Отслеживаемые держатели
-2Δ держателей
81.32MАкций в держании
$4.68BОтчётная стоимость
+5Новые позиции
−8Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.5% ·
поток акций +2.5% ·
новые чистые позиции -2.3%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 109.08K | $6.39M | n/a | −1 |
| 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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 14.02M | +2.0% | $807.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 2 | Dimensional Fund Advisors Lp | 7.48M | +0.8% | $430.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 6.60M | n/a | $380.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (пассивный) | 5.88M | -3.3% | $338.98M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.06M | -2.9% | $176.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 6 | Geode Capital Management ✦ (пассивный) | 3.03M | +2.4% | $174.85M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 2.24M | +49.8% | $127.90M | 0.1% | ▲ Add | 8 | SEC ↗ ×8 |
| 8 | Two Sigma Investments ✦ | 2.19M | +94.1% | $125.92M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 1.94M | +37.0% | $111.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | First Trust Advisors Lp | 1.92M | +28.5% | $110.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Invesco Ltd. | 1.49M | -15.0% | $86.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 12 | Arrowstreet Capital ✦ | 1.47M | -22.3% | $84.90M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Balyasny Asset Management L.P. | 1.42M | +24.1% | $82.05M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 1.41M | +123.0% | $81.09M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 15 | Northern Trust Corp | 1.38M | +1.4% | $79.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 16 | Bank of New York Mellon Corp | 1.31M | +0.1% | $75.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 17 | Quantinno Capital Management LP | 1.24M | +50.1% | $71.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Mackenzie Financial Corp | 1.24M | +32.9% | $71.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Charles Schwab Investment… | 1.16M | +3.3% | $66.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | FIL Ltd | 1.12M | +0.8% | $64.67M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Fidelity (FMR) ✦ | 941.58K | +10.5% | $54.25M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 22 | Manufacturers Life Insurance… | 807.54K | -1.2% | $46.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Millennium Management ✦ | 789.34K | -46.0% | $45.48M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 24 | Adage Capital Partners ✦ | 782.79K | -1.2% | $45.10M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 25 | Allianz Asset Management GmbH | 757.67K | -39.8% | $43.66M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Bridgewater Associates ✦ | 724.83K | -13.4% | $41.76M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 697.34K | -36.1% | $40.18M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | American Century Companies Inc | 693.96K | +7.2% | $39.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 538.44K | +30.9% | $31.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 30 | Point72 Asset Management ✦ | 508.12K | -26.3% | $29.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Hotchkis & Wiley Capital Management… | 432.98K | +180.2% | $24.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 420.63K | +0.8% | $24.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 33 | Rhumbline Advisers | 407.20K | +1.3% | $23.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Sei Investments Co | 396.67K | +22.8% | $22.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Barclays Plc | 353.35K | -32.9% | $20.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | UBS Group AG | 341.59K | -52.6% | $19.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 37 | Ameriprise Financial Inc | 341.25K | -3.9% | $19.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | JPMorgan Chase ✦ | 353.19K | -13.7% | $19.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 39 | Victory Capital Management Inc | 338.88K | -7.0% | $19.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Principal Financial Group Inc | 329.51K | +3.8% | $18.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Nuveen, LLC | 329.17K | +24.9% | $18.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | D. E. Shaw & Co. ✦ | 312.10K | -16.0% | $17.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 43 | Nomura Asset Management… | 302.52K | +1.0% | $17.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | California Public Employees… | 299.60K | +7.8% | $17.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 290.03K | +31.2% | $16.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Swiss National Bank | 292.10K | +0.4% | $16.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Deutsche Bank Ag\ | 284.74K | -47.2% | $16.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 48 | Squarepoint Ops LLC | 268.47K | +36.8% | $15.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Corient Private Wealth LP | 257.71K | -35.9% | $14.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Hrt Financial Lp | 245.03K | -22.5% | $14.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Renaissance Technologies ✦ | 230.50K | Новый | $13.28M | 0.0% | New | 1 | SEC ↗ |
| 52 | Assenagon Asset Management S.A. | 225.18K | +32.5% | $12.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Nordea Investment Management Ab | 226.29K | -5.2% | $12.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Legal & General Group Plc | 210.11K | -9.8% | $12.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Franklin Resources Inc | 196.56K | +37.4% | $11.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 56 | Canada Pension Plan Investment Board | 192.00K | +9.1% | $11.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Captrust Financial Advisors | 184.54K | +3.8% | $10.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Citigroup Inc | 179.81K | -13.0% | $10.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | California State Teachers… | 177.03K | +26.7% | $10.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Caisse De Depot Et Placement Du… | 171.33K | Новый | $9.87M | 0.0% | New | 1 | SEC ↗ |
| 61 | Jane Street Group, Llc | 167.47K | -15.5% | $9.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | Rockefeller Capital Management L.P. | 160.51K | +0.4% | $9.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 63 | State Board Of Administration Of… | 158.10K | 0.0% | $9.11M | 0.0% | Held | 2 | SEC ↗ |
| 64 | Prudential Financial Inc | 157.94K | -15.8% | $9.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 65 | Universal- Beteiligungs- und… | 153.33K | -0.2% | $8.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | BNP Paribas Asset Management… | 144.86K | -6.9% | $8.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 67 | Russell Investments Group, Ltd. | 136.50K | +18.8% | $7.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 68 | Citadel Advisors ✦ | 136.22K | -67.9% | $7.85M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 69 | T. Rowe Price ✦ | 133.14K | +9.3% | $7.67M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 70 | Raymond James Financial Inc | 121.51K | +1.0% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 71 | Wells Fargo & Company/Mn | 120.47K | -36.3% | $6.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 72 | Voya Investment Management Llc | 115.09K | -20.2% | $6.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 73 | Royal Bank Of Canada | 96.40K | +2.5% | $5.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 74 | Optiver Holding B.V. | 93.64K | +58.0% | $5.40M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 75 | Holocene Advisors, LP | 87.41K | -38.2% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Fifth Third Bancorp | 85.99K | +920.5% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bnp Paribas Financial Markets | 83.28K | +14.2% | $4.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Mitsubishi UFJ Trust & Banking Corp | 76.64K | -23.8% | $4.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | HighTower Advisors, LLC | 76.48K | +4.0% | $4.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Focus Partners Wealth | 72.15K | +38.3% | $4.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | LPL Financial LLC | 68.71K | +49.2% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Man Group plc | 68.69K | +32.0% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 66.65K | -7.9% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Janus Henderson Group Plc | 65.25K | 0.0% | $3.76M | 0.0% | Held | 2 | SEC ↗ |
| 85 | New York State Common Retirement… | 64.70K | +0.5% | $3.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Wealth Enhancement Advisory… | 64.06K | +2.3% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Susquehanna International Group, Llp | 64.02K | +186.3% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 62.93K | +34.4% | $3.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Mercer Global Advisors Inc /Adv | 61.47K | +263.8% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | State Of Wisconsin Investment Board | 54.91K | +3.9% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Hsbc Holdings Plc | 53.59K | -29.1% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 92 | Cerity Partners LLC | 48.35K | -11.1% | $2.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 93 | Mariner, LLC | 44.07K | +655.5% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 94 | Envestnet Asset Management Inc | 43.79K | +12.8% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 43.63K | -19.6% | $2.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 96 | Jones Financial Companies Lllp | 42.23K | +41.1% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Cwm, Llc | 39.82K | +8.7% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Tweedy, Browne ✦ | 37.88K | +57.1% | $2.18M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 99 | Cetera Investment Advisers | 37.70K | -11.2% | $2.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Amundi | 36.69K | +1.6% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Renaissance Technologies | $13.28M | 0.0% |
| Caisse De Depot Et Placement… | $9.87M | 0.0% |
Закрыто
| Norges Bank | $105.70M | составлял 0.0% |
| Tudor Investment Corp Et Al | $5.80M | составлял 0.0% |
| Healthcare Of Ontario Pension… | $4.27M | составлял 0.0% |
| Toronto Dominion Bank | $2.78M | составлял 0.0% |
| Bank Of Nova Scotia | $1.56M | составлял 0.0% |
| Mirae Asset Global… | $954,319 | составлял 0.0% |
| Aviva Plc | $606,943 | составлял 0.0% |
| Group One Trading Llc | $159,873 | 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: Q1 2026 ·
Методология ·
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