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
+670,573
Value change
+$51,447,634
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% $314,834,263 -$21,027,072 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 +$14,759,736 $58.54 83
2025 Q3 116,900,027 $6,613,527,953 +$51,447,634 $56.58 507
2025 Q2 116,009,427 $6,026,257,575 +$75,676,347 $51.94 490
2025 Q1 114,707,927 $5,713,574,058 -$25,782,769 $49.86 493
2024 Q4 115,125,154 $6,246,071,849 +$92,812,313 $54.25 467
2024 Q3 112,121,707 $5,294,538,269 -$102,093,114 $47.22 461
2024 Q2 114,521,614 $4,966,971,275 +$70,159,685 $43.37 423
2024 Q1 112,675,460 $4,889,775,045 -$195,325,986 $43.40 451
2023 Q4 117,382,961 $5,149,177,348 +$27,647,879 $43.87 464
2023 Q3 117,427,383 $4,097,042,243 -$35,686,068 $34.89 417
2023 Q2 119,268,511 $3,204,962,122 -$135,158,458 $26.86 407
2023 Q1 122,873,027 $3,677,515,749 -$191,751,100 $29.93 437
2022 Q4 125,432,125 $6,167,890,573 +$50,295,856 $49.16 481
2022 Q3 124,412,777 $6,330,829,746 +$119,529,055 $50.86 481
2022 Q2 121,541,175 $6,184,568,015 -$29,496,340 $50.90 469
2022 Q1 124,317,403 $8,147,091,304 -$49,765,478 $65.56 502
2021 Q4 124,916,585 $7,899,069,707 -$533,953,068 $63.16 459
2021 Q3 131,584,413 $8,144,610,070 -$215,882,689 $61.89 434
2021 Q2 135,496,508 $7,162,329,125 -$43,300,494 $52.86 422
2021 Q1 135,922,665 $7,469,678,451 +$66,773,234 $54.96 417
2020 Q4 135,508,812 $5,888,545,177 -$87,216,553 $43.44 416
2020 Q3 138,414,428 $4,044,404,349 -$176,864,042 $29.22 393
2020 Q2 144,176,719 $4,896,395,312 -$225,852,726 $34.00 397
2020 Q1 151,432,842 $4,052,007,671 -$497,265,110 $26.76 398
2019 Q4 163,199,679 $8,471,716,599 -$75,386,191 $51.92 465
2019 Q3 165,323,879 $7,358,952,094 -$315,487,534 $44.52 428
2019 Q2 172,265,956 $7,917,768,548 +$92,150,565 $45.98 489
2019 Q1 175,900,657 $7,986,116,991 -$14,268,467 $45.41 542
2018 Q4 176,012,803 $7,169,376,190 -$414,344,529 $40.74 506
2018 Q3 183,798,325 $9,215,598,464 -$146,617,938 $50.15 511
2018 Q2 186,774,556 $9,841,646,479 +$9,086,927 $52.69 530
2018 Q1 186,556,667 $9,835,311,069 -$1,509,656 $52.73 521
2017 Q4 186,817,185 $9,495,156,416 -$5,233,317 $50.83 494
2017 Q3 186,325,353 $8,789,435,663 -$65,669,432 $47.18 435
2017 Q2 188,710,247 $8,285,796,762 -$51,879,326 $43.91 446
2017 Q1 191,493,682 $8,043,833,640 +$536,597,881 $42.00 446
2016 Q4 189,739,040 $8,165,765,594 +$292,863,023 $43.04 416
2016 Q3 181,565,634 $5,630,577,607 +$118,208,197 $31.02 347
2016 Q2 179,762,970 $4,517,383,205 -$87,254,822 $25.13 335
2016 Q1 183,919,351 $4,454,379,111 -$44,271,145 $24.21 325
2015 Q4 185,996,928 $5,077,764,352 +$81,865,174 $27.30 327
2015 Q3 183,917,629 $5,064,366,348 -$36,061,492 $27.54 310
2015 Q2 184,998,505 $5,870,296,593 +$90,110,876 $31.74 318
2015 Q1 178,762,493 $4,824,033,366 +$33,007,687 $27.00 293
2014 Q4 176,966,188 $5,042,502,910 +$98,573,254 $28.51 314
2014 Q3 174,574,573 $5,071,633,113 +$359,442,621 $29.06 323
2014 Q2 161,869,225 $4,770,000,372 -$246,267,764 $29.47 314
2014 Q1 168,538,497 $5,219,806,145 +$197,236,242 $30.98 322