Who Owns Zions Bancorporation NA
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Zions Bancorporation NA.
Who crossed 5% of ZION →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| DIVERSIFIED MANAGEMENT INCCOM38.1K shadded | $2.4M |
| Farther Finance Advisors, LLCStock22.1K shadded | $1.4M |
| Wedmont Private CapitalCOM15.5K shadded | $970.3K |
| GAMMA Investing LLCCommon Stock13.5K shadded | $848.7K |
| AVAII WEALTH MANAGEMENT, LLCCOM7.6K shtrimmed | $480.8K |
| Apella Capital, LLCCOM7.5K shadded | $464.7K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock5.5K shtrimmed | $346.4K |
| NEVILLE RODIE & SHAW INCCOM5.3K shheld | $331K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCOM3.5K shheld | $220.8K |
| Paragon Capital Management LtdCOM3.4K shadded | $214.6K |
| Everhart Financial Group, Inc.COM3.2K shheld | $203.2K |
| Byrne Asset Management LLCCOM2.5K shadded | $154.2K |
| STEPH & COCOM1.3K shtrimmed | $79.5K |
| ELEVATION WEALTH PARTNERS, LLCCOM918 shadded | $57.5K |
| Rosenberg Matthew HamiltonStock144 shheld | $9K |
| CoreCap Advisors, LLCStock110 shtrimmed | $6.9K |
| Grove Bank & TrustCOM86 shheld | $5.4K |
| GILPIN WEALTH MANAGEMENT, LLCCOM3 sh— | $188 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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