DaveManuel.com · Institutional Ownership · Who Owns It
ZIONS BANCORPORATION NATL AS (ZION)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
609
Reporting holders
$8.6B
Reported value
83.6%
Of shares outstanding
1.2%
Calls
0.7%
Puts
+37
Holder change
Institutions report 122,008,809 shares against 145,953,355 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $982.2M | 14,196,331 | 0.01% | 8q | +1.3%+$12.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $768.5M | 11,107,629 | 0.03% | 2q | +2.3%+$17.4M |
| DIMENSIONAL FUND ADVISORS LP | $528.9M | 7,644,441 | 0.10% | 31q | +2.2%+$11.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $458.9M | 6,632,521 | 0.01% | 2q | +0.5%+$2.4M |
| STATE STREET CORP | $410.2M | 5,929,244 | 0.01% | 31q | +0.8%+$3.2M |
| LSV ASSET MANAGEMENT | $267.0M | 3,858,896 | 0.48% | 31q | -1.3%-$3.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $211.8M | 3,060,253 | 0.01% | 31q | +0.9%+$1.8M |
| MORGAN STANLEY | $210.4M | 3,040,366 | 0.01% | 35q | -0.6%-$1.3M |
| TWO SIGMA INVESTMENTS, LP | $193.3M | 2,794,444 | 0.14% | 15q | +27.9%+$42.1M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $183.3M | 2,649,694 | 0.50% | 13q | +2.1%+$3.8M |
| FIDUCIARY MANAGEMENT INC /WI/ | $179.3M | 2,591,257 | 2.55% | 31q | -7.1%-$13.6M |
| AQR CAPITAL MANAGEMENT LLC | $178.5M | 2,579,678 | 0.06% | 31q | +14.9%+$23.2M |
| FIRST TRUST ADVISORS LP | $141.3M | 2,042,546 | 0.08% | 31q | +6.5%+$8.6M |
| GOLDMAN SACHS GROUP INC | $120.5M | 1,741,870 | 0.01% | 31q | -10.1%-$13.6M |
| MACKENZIE FINANCIAL CORP | $120.4M | 1,739,633 | 0.12% | 6q | +40.5%+$34.7M |
| NORGES BANK | $119.3M | 1,724,832 | 0.01% | 32q | -4.5%-$5.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $117.6M | 1,700,223 | 0.05% | 16q | +15.4%+$15.7M |
| Quantinno Capital Management LP | $110.5M | 1,596,462 | 0.13% | 18q | +28.5%+$24.5M |
| Invesco Ltd. | $105.9M | 1,531,259 | 0.01% | 31q | +2.6%+$2.7M |
| NORTHERN TRUST CORP | $96.0M | 1,387,881 | 0.01% | 31q | HELD |
| FMR LLC | $92.8M | 1,341,623 | 0.00% | 31q | +42.5%+$27.7M |
| Bank of New York Mellon Corp | $88.0M | 1,271,295 | 0.01% | 31q | -3.3%-$3.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $80.1M | 1,157,267 | 0.01% | 31q | HELD |
| FIL Ltd | $79.7M | 1,151,364 | 0.06% | 4q | +2.6%+$2.0M |
| MILLENNIUM MANAGEMENT LLC | $78.6M | 1,136,350 | 0.03% | 31q | +44.0%+$24.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $72.8M | 1,052,131 | 0.01% | 8q | -25.2%-$24.6M |
| DEUTSCHE BANK AG\ | $71.8M | 1,037,241 | 0.02% | 34q | +264.3%+$52.1M |
| VANGUARD FIDUCIARY TRUST CO | $64.4M | 930,119 | 0.01% | 2q | +1.5%+$923.5K |
| UBS Group AG | $56.6M | 818,299 | 0.01% | 31q | +139.6%+$33.0M |
| Allianz Asset Management GmbH | $54.9M | 793,754 | 0.04% | 9q | +4.8%+$2.5M |
| Balyasny Asset Management L.P. | $54.8M | 792,471 | 0.07% | 5q | -44.3%-$43.7M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $54.7M | 790,404 | 0.04% | 31q | -2.1%-$1.2M |
| Azora Capital LP | $52.2M | 754,919 | 2.20% | new | NEW |
| Freestone Grove Partners LP | $51.3M | 741,232 | 0.33% | 2q | -28.7%-$20.7M |
| Qube Research & Technologies Ltd | $50.5M | 729,908 | 0.05% | 8q | +4.7%+$2.3M |
| Walleye Capital LLC | $45.3M incl. $5.1M options CALL+PUT | 581,257 | 0.16% | 18q | +144851.9%+$45.3M |
| AMERICAN CENTURY COMPANIES INC | $43.6M | 630,716 | 0.02% | 28q | -9.1%-$4.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $42.1M | 609,003 | 0.06% | 5q | -22.2%-$12.0M |
| Bridgewater Associates, LP | $40.9M | 591,357 | 0.17% | 5q | -18.4%-$9.2M |
| BANK OF AMERICA CORP /DE/ | $40.8M | 589,331 | 0.00% | 31q | +9.5%+$3.5M |
| PEAK6 LLC | $40.5M CALL+PUT | options only | 0.08% | 7q | OPTIONS |
| SEI INVESTMENTS CO | $38.8M | 560,072 | 0.03% | 31q | +41.2%+$11.3M |
| ACADIAN ASSET MANAGEMENT LLC | $38.5M | 556,635 | 0.05% | 9q | +673.3%+$33.5M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $36.3M | 524,818 | 0.60% | 10q | -3.6%-$1.3M |
| HRT FINANCIAL LP | $33.3M | 481,408 | 0.06% | 8q | +96.5%+$16.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31.2M incl. $30.1M options CALL+PUT | 15,751 | 0.00% | 31q | -75.4%-$95.6M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $30.9M | 447,265 | 0.09% | 3q | +3.3%+$988.7K |
| Arbejdsmarkedets Tillaegspension | $30.7M | 443,800 | 0.67% | 3q | -1.5%-$475.3K |
| MetLife Investment Management, LLC | $30.4M | 440,011 | 0.14% | 32q | HELD |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $29.4M | 425,137 | 1.17% | 4q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $28.9M | 417,138 | 0.01% | 31q | -0.8%-$241.6K |
| RHUMBLINE ADVISERS | $27.8M | 401,425 | 0.02% | 31q | -1.4%-$399.7K |
| Nuveen, LLC | $27.0M | 390,816 | 0.01% | 6q | +18.7%+$4.3M |
| JPMORGAN CHASE & CO | $26.9M | 380,102 | 0.00% | 31q | +7.6%+$1.9M |
| CITIGROUP INC | $26.0M incl. $12.8M options CALL+PUT | 190,637 | 0.01% | 31q | +6.0%+$1.5M |
| Point72 Asset Management, L.P. | $25.8M | 373,252 | 0.03% | 3q | -26.5%-$9.3M |
| ALGERT GLOBAL LLC | $25.3M | 365,260 | 0.30% | 18q | -2.7%-$708.9K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $24.1M | 347,886 | 0.04% | 3q | +15.0%+$3.1M |
| VICTORY CAPITAL MANAGEMENT INC | $23.4M | 338,895 | 0.01% | 11q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $23.1M | 333,940 | 0.01% | 31q | +1.3%+$306.2K |
| AMERIPRISE FINANCIAL INC | $22.8M | 329,835 | 0.00% | 31q | -3.3%-$790.0K |
| Schonfeld Strategic Advisors LLC | $22.3M | 322,835 | 0.08% | 12q | +32.6%+$5.5M |
| SummitTX Capital, L.P. | $21.9M | 316,241 | 0.56% | 6q | +2469.8%+$21.0M |
| California Public Employees Retirement System | $21.4M | 309,340 | 0.01% | 31q | +3.3%+$674.0K |
| Cambridge Investment Research Advisors, Inc. | $21.0M | 302,970 | 0.02% | 31q | +102.3%+$10.6M |
| CITADEL ADVISORS LLC | $20.9M incl. $12.1M options CALL+PUT | 127,334 | 0.00% | 31q | -6.5%-$1.5M |
| Swiss National Bank | $20.5M | 296,800 | 0.01% | 23q | +1.6%+$325.2K |
| Verition Fund Management LLC | $20.2M | 291,662 | 0.10% | 20q | +40.4%+$5.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $19.7M | 284,068 | 0.07% | 10q | +1.8%+$341.2K |
| Corient Private Wealth LP | $19.1M | 275,354 | 0.03% | 15q | +6.8%+$1.2M |
| RENAISSANCE TECHNOLOGIES LLC | $18.8M | 272,295 | 0.03% | 2q | +18.1%+$2.9M |
| Interval Partners, LP | $18.4M | 266,355 | 0.48% | 6q | +16.8%+$2.7M |
| D. E. Shaw & Co., Inc. | $17.3M | 250,656 | 0.01% | 31q | -19.7%-$4.3M |
| Russell Investments Group, Ltd. | $16.6M | 240,449 | 0.01% | 31q | +76.1%+$7.2M |
| Optiver Holding B.V. | $16.0M incl. $14.4M options CALL+PUT | 23,334 | 0.00% | 4q | -75.1%-$48.2M |
| BARCLAYS PLC | $15.8M | 227,754 | 0.00% | 31q | -35.5%-$8.7M |
| NORDEA INVESTMENT MANAGEMENT AB | $15.5M | 224,073 | 0.01% | 31q | -1.0%-$153.9K |
| STRS OHIO | $15.0M | 217,001 | 0.06% | 10q | +23.8%+$2.9M |
| Legal & General Group Plc | $14.6M | 210,338 | 0.00% | 31q | HELD |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $14.3M | 206,364 | 0.13% | 12q | +0.5%+$76.1K |
| ALLIANCEBERNSTEIN L.P. | $14.1M | 244,406 | 0.00% | 31q | -15.7%-$2.6M |
| Man Group plc | $14.0M | 202,467 | 0.02% | 6q | +194.8%+$9.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $13.9M | 200,622 | 0.02% | 7q | +30.8%+$3.3M |
| Amundi | $13.1M | 189,013 | 0.00% | 8q | +415.2%+$10.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $13.1M | 188,900 | 0.01% | 8q | -1.6%-$214.5K |
| FRANKLIN RESOURCES INC | $13.0M | 187,273 | 0.00% | 23q | -4.7%-$642.7K |
| CAPTRUST FINANCIAL ADVISORS | $12.9M | 186,689 | 0.02% | 31q | +1.2%+$148.7K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $12.9M | 186,467 | 0.01% | 5q | +28.7%+$2.9M |
| BW Gestao de Investimentos Ltda. | $12.0M | 173,904 | 0.24% | 2q | -34.4%-$6.3M |
| BNP PARIBAS FINANCIAL MARKETS | $12.0M | 173,694 | 0.00% | 31q | +108.6%+$6.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $11.9M | 172,168 | 0.01% | 31q | -2.7%-$336.5K |
| Rockefeller Capital Management L.P. | $11.8M | 170,260 | 0.02% | 31q | +6.1%+$674.4K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11.7M | 169,729 | 0.02% | 31q | +7.4%+$804.4K |
| PRUDENTIAL FINANCIAL INC | $11.0M | 159,589 | 0.01% | 31q | +1.0%+$113.8K |
| Thrivent Financial for Lutherans | $10.9M | 157,150 | 0.02% | 31q | +1.3%+$143.6K |
| IMC-Chicago, LLC | $10.7M incl. $10.5M options CALL+PUT | 3,243 | 0.00% | 12q | -78.4%-$39.0M |
| Retirement Systems of Alabama | $10.5M | 152,135 | 0.03% | 31q | -16.0%-$2.0M |
| VOYA INVESTMENT MANAGEMENT LLC | $10.3M | 148,723 | 0.01% | 31q | +29.2%+$2.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $9.8M | 141,833 | 0.00% | 31q | +6.5%+$601.3K |
| VANGUARD ASSET MANAGEMENT, Ltd | $9.7M | 140,793 | 0.01% | 2q | HELD |
Showing the largest 100 of 610 reported holders. The count of 609 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-09 | 2026-09-07 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | MCLEAN SCOTT J | President | Sold | 50,000 | $3.5M ×2 |
| 2026-08-04 | MCLEAN SCOTT J | President | Sold | 33,285 | $2.4M ×2 |
| 2026-08-04 | Law Scott A. | Executive Vice President | Sold | 4,608 | $333.7K ×2 |
| 2026-05-08 | Smith Jennifer Anne | Executive Vice President | Sold | 4,209 | $263.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 194 | $182.7M | 2,921,830 | 34 | 66 | 31 | 0.0% |
| Q2 2026 | 609 | $8.6B | 122,008,809 | 75 | 233 | 155 | 1.9% |
| Q1 2026 | 572 | $6.8B | 115,551,831 | 74 | 221 | 156 | 2.4% |
| Q4 2025 | 564 | $7.3B | 121,626,857 | 82 | 182 | 163 | 2.8% |
| Q3 2025 | 522 | $6.8B | 117,276,171 | 68 | 159 | 167 | 1.8% |
| Q2 2025 | 503 | $6.1B | 116,219,894 | 63 | 168 | 164 | 1.6% |
| Q1 2025 | 507 | $5.9B | 116,094,994 | 81 | 176 | 130 | 1.7% |
| Q4 2024 | 487 | $6.4B | 115,172,170 | 49 | 134 | 165 | 2.8% |
| Q3 2024 | 477 | $5.6B | 112,606,281 | 77 | 127 | 154 | 5.4% |
| Q2 2024 | 438 | $5.3B | 115,103,964 | 37 | 133 | 170 | 6.3% |
| Q1 2024 | 470 | $5.6B | 119,825,689 | 65 | 159 | 167 | 6.9% |
| Q4 2023 | 480 | $6.3B | 122,208,495 | 76 | 154 | 146 | 15.5% |
| Q3 2023 | 438 | $4.8B | 117,647,295 | 66 | 127 | 165 | 14.8% |
| Q2 2023 | 429 | $3.7B | 119,722,554 | 64 | 161 | 146 | 12.7% |
| Q1 2023 | 454 | $4.1B | 133,073,002 | 66 | 173 | 143 | 5.1% |
| Q4 2022 | 501 | $6.2B | 125,498,466 | 52 | 150 | 187 | 0.8% |
| Q3 2022 | 483 | $23.3B | 457,533,916 | 51 | 161 | 151 | 0.3% |
| Q2 2022 | 480 | $22.2B | 434,574,606 | 52 | 145 | 170 | 0.3% |
| Q1 2022 | 510 | $25.8B | 393,376,355 | 83 | 152 | 168 | 0.3% |
| Q4 2021 | 472 | $21.8B | 343,499,438 | 55 | 123 | 173 | 0.4% |
| Q3 2021 | 446 | $27.6B | 443,306,649 | 61 | 119 | 163 | 0.3% |
| Q2 2021 | 428 | $23.2B | 435,929,919 | 41 | 99 | 169 | 0.4% |
| Q1 2021 | 430 | $21.7B | 393,802,828 | 58 | 129 | 135 | 0.4% |
| Q4 2020 | 427 | $16.0B | 469,748,666 | 81 | 90 | 176 | 0.6% |
| Q3 2020 | 404 | $16.1B | 796,324,984 | 51 | 123 | 140 | 0.5% |
| Q2 2020 | 411 | $15.6B | 586,720,668 | 60 | 108 | 171 | 0.4% |
| Q1 2020 | 422 | $14.7B | 670,454,194 | 50 | 133 | 162 | 0.7% |
| Q4 2019 | 485 | $24.2B | 582,988,770 | 58 | 116 | 194 | 0.9% |
| Q3 2019 | 447 | $22.1B | 574,926,274 | 40 | 113 | 202 | 1.7% |
| Q2 2019 | 508 | $24.4B | 669,500,631 | 35 | 153 | 213 | 1.5% |
| Q1 2019 | 558 | $33.2B | 856,389,622 | 69 | 184 | 188 | 1.2% |
| Q4 2018 | 528 | $27.5B | 667,345,366 | 10 | 8 | 11 | 1.2% |