Zions Bancorporation (ZION) Ownership

60.58 ↑1.44 (2.43%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Zions Bancorporation (ZION), owning a total of 18.4 million shares. Combined, the top 37 institutional holders of ZION own 86.95% of the company with a total of 128.6 million shares.

In the latest ownership report on June 30th 2024, the top 37 institutional holders increased their combined ownership of ZION by 4.2 million shares. 12 institutions bought 6,446,935 total additional shares and increased their ownership by an average of 16.97%. However 9 institutions sold 2,275,529 total shares and decreased their ownership by an average of 10.31%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Zions Bancorporation increased by a net total of 4,171,406 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.424%	6.860%	18,351,599	1,178,081	2024-06-30
BlackRock Inc	9.023%	-2.435%	13,327,565	-332,593	2024-06-30
Morgan Stanley - Brokerage Accounts	5.358%	22.544%	7,914,040	1,455,902	2024-06-30
Dimensional Fund Advisors, Inc.	4.230%	17.469%	6,248,836	929,251	2024-06-30
State Street Corp	4.160%	-4.790%	6,144,929	-309,133	2024-06-30
Charles Schwab Investment Management Inc	3.079%	0.749%	4,547,904	33,791	2024-06-30
LSV Asset Management	2.762%	-1.414%	4,079,602	-58,500	2024-06-30
Citadel Advisors Llc	2.403%	103.967%	3,550,047	1,809,550	2024-06-30
Goldman Sachs Group Inc	1.975%	28.175%	2,917,897	641,403	2024-06-30
Geode Capital Management, LLC	1.766%	-0.281%	2,607,887	-7,358	2024-06-30
Thrivent Financial For Lutherans	1.758%	-1.229%	2,596,747	-32,308	2024-06-30
Fiduciary Management, Inc. of Milwaukee	1.557%	0.731%	2,299,837	16,681	2024-06-30
Vaughan Nelson Scarbrgh & Mccullough LP	1.453%	1.041%	2,146,411	22,123	2024-06-30
AllianceBernstein L.P.	1.448%	7.469%	2,138,954	148,651	2024-06-30
Bank of New York Mellon Corp	1.167%	0.326%	1,724,325	5,609	2024-06-30
First Trust Advisors L.P.	1.132%	7.517%	1,672,638	116,935	2024-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.088%	-24.669%	1,606,568	-526,104	2024-06-30
Fuller & Thaler Asset Management Inc	1.024%	-19.242%	1,511,759	-360,196	2024-06-30
Amvescap Plc.	0.954%	6.741%	1,408,562	88,958	2024-06-30
Arrowstreet Capital Limited Partnership	0.884%	-10.829%	1,306,272	-158,637	2024-06-30
Two Sigma Advisers, LLC	0.857%	-27.933%	1,266,000	-490,700	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.424%	6.860%	18,351,599	1,178,081	2024-06-30
BlackRock Inc	9.023%	-2.435%	13,327,565	-332,593	2024-06-30
Morgan Stanley - Brokerage Accounts	5.358%	22.544%	7,914,040	1,455,902	2024-06-30
State Street Corporation	4.370%	-48.303%	6,454,062	-6,030,316	2024-03-31
Dimensional Fund Advisors, Inc.	4.230%	17.469%	6,248,836	929,251	2024-06-30
State Street Corp	4.160%	-4.790%	6,144,929	-309,133	2024-06-30
EP Wealth Advisors, Inc.	3.739%	43,796.900%	5,539,353	5,526,734	2023-03-31
Charles Schwab Investment Management Inc	3.079%	0.749%	4,547,904	33,791	2024-06-30
LSV Asset Management	2.762%	-1.414%	4,079,602	-58,500	2024-06-30
Victory Capital Management Inc.	2.432%	-53.128%	3,602,715	-4,083,511	2023-03-31
Citadel Advisors Llc	2.403%	103.967%	3,550,047	1,809,550	2024-06-30
JPMorgan Chase & Co	2.021%	-2.205%	2,992,790	-67,481	2022-12-31
Goldman Sachs Group Inc	1.975%	28.175%	2,917,897	641,403	2024-06-30
Geode Capital Management, LLC	1.766%	-0.281%	2,607,887	-7,358	2024-06-30
Thrivent Financial For Lutherans	1.758%	-1.229%	2,596,747	-32,308	2024-06-30
Loomis, Sayles & Company LP	1.675%	-28.377%	2,481,311	-983,084	2023-09-30
FMR Inc	1.649%	-54.119%	2,442,846	-2,881,487	2023-09-30
Fiduciary Management, Inc. of Milwaukee	1.557%	0.731%	2,299,837	16,681	2024-06-30
Millennium Management LLC	1.490%	12,195.400%	2,201,114	2,183,212	2024-03-31
Vaughan Nelson Scarbrgh & Mccullough LP	1.453%	1.041%	2,146,411	22,123	2024-06-30
AllianceBernstein L.P.	1.448%	7.469%	2,138,954	148,651	2024-06-30
Massachusetts Financial Services Company	1.394%	-26.046%	2,065,470	-727,451	2023-09-30
Bank of New York Mellon Corp	1.167%	0.326%	1,724,325	5,609	2024-06-30
First Trust Advisors L.P.	1.132%	7.517%	1,672,638	116,935	2024-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1.088%	-24.669%	1,606,568	-526,104	2024-06-30
NORGES BANK	1.045%	-17.331%	1,543,062	-323,486	2023-12-31
Wellington Management Company LLP	1.036%	-45.827%	1,539,355	-1,302,217	2022-09-30
Fuller & Thaler Asset Management Inc	1.024%	-19.242%	1,511,759	-360,196	2024-06-30
King Luther Capital Management Corp	1.001%	-13.241%	1,488,620	-227,199	2022-09-30
Allspring Global Investments Holdings, LLC	0.950%	2.438%	1,421,857	33,837	2022-06-30
Jacobs Levy Equity Management, Inc.	0.960%	-16.555%	1,421,416	-282,007	2023-06-30
Amvescap Plc.	0.954%	6.741%	1,408,562	88,958	2024-06-30
Northern Trust Corp	0.942%	-15.480%	1,391,208	-254,797	2023-12-31
Manufacturers Life Insurance Co	0.895%	-5.462%	1,338,708	-77,348	2022-09-30
Arrowstreet Capital Limited Partnership	0.884%	-10.829%	1,306,272	-158,637	2024-06-30
Balyasny Asset Management LLC	0.848%	310.063%	1,268,128	958,876	2022-06-30
Two Sigma Advisers, LLC	0.857%	-27.933%	1,266,000	-490,700	2024-06-30

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Zions Bancorporation (ZION), owning a total of 4.7 million shares. Combined, the top 47 mutual fund holders of ZION own 58.73% of the company with a total of 86.8 million shares.

In the latest ownership report on October 31st 2024, the top 47 fund holders increased their combined ownership of ZION by 10 thousand shares. 3 funds bought 10,492 total additional shares and increased their ownership by an average of 0.16%. However 1 funds sold 6 total shares and decreased their ownership by an average of 0%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Zions Bancorporation increased by a net total of 10,486 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.148%	0.054%	4,650,110	2,512	2024-10-31
Schwab US Dividend Equity ETF™	2.468%	0.089%	3,644,787	3,240	2024-10-31
SPDR® S&P Regional Banking ETF	1.411%	0.000%	2,083,958	-6	2024-10-31
First Trust SMID Cp Rising Div Achv ETF	0.942%	0.342%	1,390,755	4,740	2024-10-31
Dimensional US Targeted Value ETF	0.564%	0.000%	832,362	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.148%	0.054%	4,650,110	2,512	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.142%	0.062%	4,641,209	2,890	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.117%	1.137%	4,617,534	51,894	2023-03-31
Vanguard Institutional 500 Index Trust	2.510%	1.093%	3,705,100	40,075	2024-02-29
Vanguard Small Cap Index	2.504%	-1.033%	3,698,227	-38,614	2024-09-30
Schwab US Dividend Equity ETF™	2.468%	0.089%	3,644,787	3,240	2024-10-31
Vanguard 500 Index Investor	2.406%	0.496%	3,564,234	17,579	2023-08-31
Victory Sycamore Established Value R	1.729%	-51.511%	2,560,000	-2,719,500	2023-03-31
Vanguard Small Cap Value Index Inv	1.695%	-0.099%	2,503,450	-2,491	2024-09-30
Invesco S&P 500® Equal Weight ETF	1.622%	0.589%	2,393,758	14,014	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.479%	-2.580%	2,184,625	-57,859	2024-09-30
SPDR® S&P Regional Banking ETF	1.411%	0.000%	2,083,958	-6	2024-10-31
JPM US Mid Cap Value-Composite	1.391%	-0.077%	2,060,456	-1,595	2022-12-31
Vanguard Equity-Income Inv	1.319%	4.579%	1,948,091	85,304	2024-09-30
SPDR® Portfolio S&P 500 High Div ETF	1.273%	0.000%	1,879,361	0	2024-02-29
Fuller & Thaler Behavioral Small-Cap Eq	1.262%	0.000%	1,869,535	0	2023-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R6	1.262%	19.289%	1,869,535	302,300	2023-09-30
Invesco Diversified Dividend A	1.243%	0.000%	1,859,164	0	2022-10-31
Invesco - Diversified Dividend	1.251%	0.000%	1,859,164	0	2022-09-30
Fidelity 500 Index	1.203%	1.016%	1,776,811	17,872	2024-02-29
JPMorgan Mid Cap Value L	1.183%	-15.004%	1,751,307	-309,149	2023-02-28
SPDR® S&P 500 ETF Trust	1.179%	0.631%	1,739,512	10,912	2024-02-29
Fidelity® 500 Index	1.165%	0.641%	1,726,310	10,987	2023-11-30
iShares Core S&P 500 ETF	1.045%	0.303%	1,542,685	4,664	2024-02-29
Thrivent Mid Cap Stock A	0.989%	-0.498%	1,460,545	-7,306	2024-08-31
First Trust SMID Cp Rising Div Achv ETF	0.942%	0.342%	1,390,755	4,740	2024-10-31
DFA US Small Cap Value I	0.935%	3.400%	1,381,186	45,421	2024-09-30
FullerThaler Behavioral Small-Cap Equity	0.868%	0.000%	1,281,662	0	2024-08-31
FullerThaler Behavioral Sm-Cp Eq R6	0.868%	-21.340%	1,281,662	-347,700	2024-06-30
Strategic Advisers® Fidelity US TtlStk	0.824%	-1.673%	1,220,442	-20,761	2023-06-30
FMI Common Stock Investor	0.819%	3.863%	1,210,000	45,000	2024-06-30
DFA US Targeted Value I	0.816%	0.000%	1,204,682	0	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.798%	0.062%	1,178,790	727	2024-09-30
MFS Mid Cap Value Equity	0.734%	-28.175%	1,087,286	-426,510	2023-09-30
MFS Mid Cap Value A	0.734%	-28.175%	1,087,286	-426,510	2023-09-30
Lord Abbett Bond-Debenture A	0.726%	0.000%	1,071,707	0	2024-01-31
WEDGE QVM-Large Cap Value	0.689%	9.695%	1,017,110	89,891	2024-06-30
Financial Select Sector SPDR® ETF	0.665%	-0.170%	981,324	-1,674	2024-02-29
Vanguard Institutional Index I	0.660%	-0.581%	974,384	-5,695	2024-02-29
JNL/Goldman Sachs 4 A	0.623%	-3.197%	919,723	-30,379	2024-06-30
Thrivent Mid Cap Stock	0.596%	0.877%	880,592	7,659	2024-08-31
Vanguard Strategic Equity Inv	0.596%	68.196%	879,850	356,740	2024-09-30
Fidelity Extended Market Index	0.582%	-3.093%	858,942	-27,411	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.579%	0.435%	855,200	3,700	2024-09-30
iShares S&P Mid-Cap 400 Value ETF	0.577%	-0.231%	852,052	-1,974	2024-06-28
Dimensional US Targeted Value ETF	0.564%	0.000%	832,362	0	2024-10-31
Vanguard Dividend Appreciation ETF	0.543%	-6.017%	801,294	-51,300	2024-03-31