Zions Bancorporation, National Association Ownership | Who Owns Zions Bancorporation, National Association?
Zions Bancorporation, National Association Ownership Summary
Zions Bancorporation, National Association is owned by 75.27% institutional investors, 1.87% insiders, and 22.86% retail investors. Vanguard group is the largest institutional shareholder, holding 12.46% of ZION shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.15% of its assets in Zions Bancorporation, National Association shares.
ZION Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Zions Bancorporation, National Association | 75.27% | 1.87% | 22.86% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 18.35M | 12.46% | $795.91M |
| Blackrock | 13.33M | 9.05% | $578.02M |
| Dimensional fund advisors lp | 6.25M | 4.24% | $271.00M |
| State street | 6.14M | 4.17% | $266.51M |
| Charles schwab investment management | 4.55M | 3.09% | $197.24M |
| Lsv asset management | 4.08M | 2.77% | $176.93M |
| Morgan stanley | 3.96M | 2.69% | $171.62M |
| Geode capital management | 2.61M | 1.77% | $113.13M |
| Thrivent financial for lutherans | 2.60M | 1.76% | $112.62M |
| Fiduciary management inc /wi/ | 2.30M | 1.56% | $99.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rhino investment partners | 810.12K | 6.30% | $35.13M |
| Maltese capital management | 372.46K | 2.98% | $16.15M |
| Principal street partners | 313.53K | 2.44% | $13.64M |
| Siena capital partners gp | 101.29K | 1.45% | $4.39M |
| Fiduciary management inc /wi/ | 2.30M | 0.93% | $99.74M |
| Vaughan nelson investment management | 2.15M | 0.86% | $93.09M |
| Wedge capital management l l p/nc | 1.02M | 0.78% | $44.20M |
| Global financial private client | 33.29K | 0.60% | $1.44M |
| Cottonwood capital advisors | 13.93K | 0.48% | $611.48K |
| Legacy capital group california | 26.42K | 0.41% | $1.15M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 18.35M | 0.02% | 1.18M |
| Norges bank | 1.17M | 0.01% | 1.17M |
| Dimensional fund advisors lp | 6.25M | 0.07% | 929.25K |
| Morgan stanley | 3.96M | 0.01% | 727.95K |
| Ubs group | 592.12K | 0.01% | 505.60K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Azora capital lp | - | - | -812.11K |
| Voloridge investment management | 1.61M | 0.26% | -526.10K |
| Two sigma advisers, lp | 1.27M | 0.12% | -490.70K |
| Renaissance | 6.30K | 0.00% | -398.19K |
| Moore capital management, lp | - | - | -374.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.17M | 0.01% | 1.17M | $50.92M |
| Holocene advisors, lp | 263.65K | 0.05% | 263.65K | $11.43M |
| Healthcare of ontario pension plan trust fund | 220.00K | 0.03% | 220.00K | $9.54M |
| Corebridge financial | 186.74K | 0.04% | 186.74K | $8.10M |
| Allianz asset management gmbh | 146.96K | 0.01% | 146.96K | $6.37M |
Sold Out
| Holder | Change |
|---|---|
| Ruedi wealth management | -2.00 |
| Cornerstone planning group | -4.00 |
| Your advocates ltd., llp | -4.00 |
| Tfo-tdc | -4.00 |
| Sachetta | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 495 | 7.84% | 110,750,991 | -3.34% | 75 | 1.24% | 228 | 25.27% | 162 | -10.00% |
| Jun 30, 2024 | 454 | -8.28% | 114,530,503 | 2.82% | 77 | 1.36% | 179 | -23.18% | 180 | 5.88% |
| Mar 31, 2024 | 495 | -2.94% | 111,386,924 | -4.98% | 75 | 1.20% | 233 | -11.07% | 170 | 11.84% |
| Dec 31, 2023 | 510 | 9.44% | 117,224,807 | -0.75% | 79 | 1.24% | 262 | 31.66% | 152 | -10.59% |
| Sep 30, 2023 | 466 | 3.10% | 118,107,469 | -0.89% | 79 | 1.23% | 199 | -16.39% | 170 | 19.72% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 4.65M | 3.15% | 2.51K |
| Vanguard Total Stock Mkt Idx Inv | 4.63M | 3.13% | -11.10K |
| Vanguard Small Cap Index | 3.71M | 2.51% | 7.25K |
| Schwab US Dividend Equity ETF™ | 3.64M | 2.47% | 3.24K |
| Vanguard Small Cap Value Index Inv | 2.50M | 1.69% | -864.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.18M | 1.47% | -7.43K |
| SPDR® S&P Regional Banking ETF | 2.09M | 1.42% | 10.22K |
| Vanguard Equity-Income Inv | 1.95M | 1.32% | 85.30K |
| Thrivent Mid Cap Stock A | 1.46M | 0.99% | -7.31K |
| First Trust SMID Cp Rising Div Achv ETF | 1.39M | 0.94% | 4.74K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 17, 2024 | MCLEAN SCOTT J | President | Sell | $53.33K |
| Dec 17, 2024 | STEPHENS STEVEN DAN | Executive Vice President | Sell | $23.25K |
| Dec 17, 2024 | Miller Rena A. | Executive VP & General Counsel | Sell | $6.95K |
| Nov 26, 2024 | Burdiss Paul E. | Executive Vice President | Sell | $109.56K |
| Nov 26, 2024 | Burdiss Paul E. | Executive Vice President | Sell | $470.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 12 |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | 2 | 5 |
| 2023 Q4 | - | 9 |
ZION Ownership FAQ
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