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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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ZION

ZION 13F Ownership Report

Zions Bancorp NA

-$70.4M

Net Activity

Institutions Holding

562

Popularity Rank

#961

Avg Weight

0.07%

Total Value

$6.8B

Data as ofMar 2026

Ownership Trend

562 institutions currently hold ZION, with 305 net buyers and 228 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

228

Net Buying Institutions

305

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$807.9M
VP
Vanguard Portfolio Management LLC
$625.5M
DF
Dimensional Fund Advisors LP
$430.8M
VC
Vanguard Capital Management LLC
$380.2M
SS
State Street CORP
$339.0M

Top 5 by Conviction

A(
Algebris (uk) LTD
2.57%
FM
Fiduciary Management INC /wi/
1.99%
BC
Basswood Capital Management, L.l.c.
1.16%
AT
Arbejdsmarkedets Tillaegspension
0.65%
WC
Wedge Capital Management L L P/nc
0.58%
View all 562 holding institutions

Across its top 20 institutional holders, ZION's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 27/100).

Quarterly Activity

Recent Activity

+$3.9B

Total Buy Value

$2.7B

Total Sell Value

New buy69
Trim164
Add236
Sold out64

305

Net Buyers

228

Net Sellers

Top Movers

ZION

Q1 2026

Top 5 Institutional Movers

1

Vaughan Nelson Investment Management, L.p

-$161.7M

Trim
2

Norges Bank

-$105.7M

Sold out
3

Two Sigma Advisers, LP

-$69.2M

Sold out
4

Freestone Grove Partners LP

+$59.9M

New buy
5

Two Sigma Investments, LP

+$59.5M

Add
Data by AlphaSMO • Not financial advice.

Smart Money Convergence

ZION does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/ZION

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$62K

Total Est. Value

894 shares

Planned Shares

Last Filed 2026-07-28
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Steward DerekOfficer2026-07-28894 shares$62K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-20
2026-07-20

AI summary pending

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

989701107, 989701115

FAQ

Who are the top institutional investors holding ZIONS BANCORP NA (ZION)?
Major stakeholders currently include BlackRock, Inc. ($807.9M), Vanguard Portfolio Management LLC ($625.5M), Dimensional Fund Advisors LP ($430.8M). Based on the latest 13F filings, there are a total of 562 tracked investment funds and institutions maintaining positions in ZION.
What is the overall institutional sentiment toward ZION recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $70.4M, driven by 305 managers accumulating shares while 228 reduced their exposure.
Which institutions have been selling or reducing their ZION positions?
In the latest period, 164 funds trimmed their holdings, and 64 managers completely exited their positions. The aggregate reported sell value was $2.7B.
Are there any notable investors adding ZION to their portfolios?
Yes, buying activity remains notable. 69 institutions opened new positions in {ticker}, and 236 existing holders added to their shares. The total reported buy value for the quarter amounted to $3.9B.

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Developer Access

Access ZION's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/ZION

CLI

npx alphasmo stocks get ZION
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