ZION — Zions Bancorporation Natl AS Institutional Holders · Q3 2026

Name: Who Owns ZION? 23 Institutions Hold $8.79M (Q3 2026)
Creator: ko.io

Who owns Zions Bancorporation Natl AS (ZION)? 23 institutions reported holding $8.79M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Diversified Management Inc ($2.4M), Farther Finance Advisors, LLC ($1.4M), Wedmont Private Capital ($970,328).

Rank	Institution	Value	Shares	Change
1	DIVERSIFIED MANAGEMENT INC	$2.4M	38,051	Added
2	Farther Finance Advisors, LLC	$1.4M	22,075	Added
3	Wedmont Private Capital	$970,328	15,468	Added
4	GAMMA Investing LLC	$848,657	13,546	Added
5	AVAII WEALTH MANAGEMENT, LLC	$480,800	7,611	Trimmed
6	Versant Capital Management, Inc	$470,084	7,503	Added
7	Apella Capital, LLC	$464,710	7,505	Added
8	MassMutual Private Wealth & Trust, FSB	$346,392	5,529	Trimmed
9	NEVILLE RODIE & SHAW INC	$331,000	5,280	Hold
10	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$220,779	3,524	Hold
11	Paragon Capital Management Ltd	$214,584	3,425	Added
12	Everhart Financial Group, Inc.	$203,174	3,243	Hold
13	Byrne Asset Management LLC	$154,182	2,461	Added
14	CX Institutional	$127,000	2,023	Added
15	STEPH & CO	$79,503	1,269	Trimmed
16	ELEVATION WEALTH PARTNERS, LLC	$57,513	918	Added
17	Noble Wealth Management PBC	$17,855	285	Hold
18	GoalVest Advisory LLC	$14,096	225	New
19	Rosenberg Matthew Hamilton	$9,022	144	Hold
20	CoreCap Advisors, LLC	$6,892	110	New
21	Grove Bank & Trust	$5,388	86	Hold
22	Planning Strategies Inc.	$1,190	19	Hold
23	GILPIN WEALTH MANAGEMENT, LLC	$188	3	New

Source: SEC Form 13F filings · as of 2026-09-30