19 institutions reported holding $5.5M of ZIONS BANCORPORATION NATL AS (ZION) in SEC 13F filings for 2026-06-30. Largest institutional holders: BEACON INVESTMENT ADVISORY SERVICES, INC. ($892,206), GAMMA Investing LLC ($891,167), Avior Wealth Management, LLC ($832,079), Assenagon Asset Management S.A. ($627,346), Apella Capital, LLC ($529,855). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $892,206 | 12,895 | Added |
| 2 | GAMMA Investing LLC | $891,167 | 12,880 | Added |
| 3 | Avior Wealth Management, LLC | $832,079 | 12,026 | Trimmed |
| 4 | Assenagon Asset Management S.A. | $627,346 | 9,067 | Trimmed |
| 5 | Apella Capital, LLC | $529,855 | 7,497 | Added |
| 6 | Versant Capital Management, Inc | $472,531 | 6,829 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $425,103 | 6,144 | Trimmed |
| 8 | NEVILLE RODIE & SHAW INC | $365,000 | 5,280 | Hold |
| 9 | Byrne Asset Management LLC | $165,918 | 2,398 | Trimmed |
| 10 | CX Institutional | $136,000 | 1,972 | Added |
| 11 | Kozak & Associates, Inc. | $69,906 | 989 | Added |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $54,660 | 790 | Hold |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $28,714 | 415 | Added |
| 14 | Noble Wealth Management PBC | $19,719 | 285 | Hold |
| 15 | Cedar Mountain Advisors, LLC | $15,291 | 221 | Hold |
| 16 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $10,378 | 150 | Hold |
| 17 | Grove Bank & Trust | $5,950 | 86 | Hold |
| 18 | Beaird Harris Wealth Management, LLC | $208 | 3 | Hold |
| 19 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30