Zions Bancorporation (ZION) Ownership

31.99 ↑1.81 (6.00%)
As of March 21, 2023, 10:43am EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Zions Bancorporation (ZION), owning a total of 21.1 million shares. Combined, the top 24 institutional holders of ZION own 63.61% of the company with a total of 94.6 million shares.

In the latest ownership report on December 31st 2022, the top 24 institutional holders increased their combined ownership of ZION by 1.4 million shares. 4 institutions bought 2,317,796 total additional shares and increased their ownership by an average of 13.02%. However 6 institutions sold 963,752 total shares and decreased their ownership by an average of 5.19%.

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 1,354,044 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc14.181%5.695%21,079,6681,135,7862022-12-31
Victory Capital Management Inc.5.171%-0.242%7,686,226-18,6062022-12-31
State Street Corporation4.839%-1.456%7,193,076-106,2742022-12-31
LSV Asset Management3.175%16.165%4,719,478656,7562022-12-31
Dimensional Fund Advisors, Inc.2.666%-0.159%3,963,277-6,3292022-12-31
Massachusetts Financial Services Company2.602%-12.357%3,867,754-545,3382022-12-31
AllianceBernstein L.P.1.682%8.066%2,500,457186,6312022-12-31
NORGES BANK1.256%22.162%1,866,548338,6232022-12-31
Fiduciary Management, Inc. of Milwaukee1.004%-1.715%1,492,409-26,0452022-12-31
Bank of New York Mellon Corp0.979%-15.215%1,455,312-261,1602022-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc14.181%5.695%21,079,6681,135,7862022-12-31
BlackRock Inc6.549%-2.063%9,735,048-205,0202022-09-30
Victory Capital Management Inc.5.171%-0.242%7,686,226-18,6062022-12-31
State Street Corporation4.839%-1.456%7,193,076-106,2742022-12-31
LSV Asset Management3.175%16.165%4,719,478656,7562022-12-31
Amvescap Plc.3.026%-2.489%4,498,569-114,8242022-09-30
Dimensional Fund Advisors, Inc.2.666%-0.159%3,963,277-6,3292022-12-31
Massachusetts Financial Services Company2.602%-12.357%3,867,754-545,3382022-12-31
Charles Schwab Investment Management Inc2.209%8.224%3,282,881249,4562022-09-30
Geode Capital Management, LLC2.087%1.771%3,102,93653,9912022-09-30
JPMorgan Chase & Co2.059%0.407%3,060,27112,3902022-09-30
AllianceBernstein L.P.1.682%8.066%2,500,457186,6312022-12-31
Morgan Stanley - Brokerage Accounts1.565%-7.228%2,326,229-181,2422022-09-30
Thrivent Financial For Lutherans1.519%-0.741%2,258,069-16,8532022-09-30
Millennium Management LLC1.357%79.646%2,016,468894,0002022-09-30
NORGES BANK1.256%22.162%1,866,548338,6232022-12-31
Wellington Management Company LLP1.036%-45.827%1,539,355-1,302,2172022-09-30
Fiduciary Management, Inc. of Milwaukee1.004%-1.715%1,492,409-26,0452022-12-31
King Luther Capital Management Corp1.001%-13.241%1,488,620-227,1992022-09-30
Bank of New York Mellon Corp0.979%-15.215%1,455,312-261,1602022-12-31
Northern Trust Corp0.960%-1.512%1,426,490-21,9002022-09-30
Allspring Global Investments Holdings, LLC0.950%2.438%1,421,85733,8372022-06-30
Manufacturers Life Insurance Co0.895%-5.462%1,338,708-77,3482022-09-30
Balyasny Asset Management LLC0.848%310.063%1,268,128958,8762022-06-30

Mutual Fund Ownership

Victory Sycamore Established Value R is the biggest individual fund holder of Zions Bancorporation (ZION), owning a total of 5.3 million shares. Combined, the top 20 mutual fund holders of ZION own 34.01% of the company with a total of 50.6 million shares.

In the latest ownership report on February 28th 2023, the top 20 fund holders increased their combined ownership of ZION by 10 thousand shares. 3 funds bought 11,427 total additional shares and increased their ownership by an average of 0.28%. However 1 funds sold 1,068 total shares and decreased their ownership by an average of 0.07%.

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 10,359 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Schwab US Dividend Equity ETF™1.685%0.056%2,505,0601,3932023-02-28
SPDR® S&P 500 ETF Trust1.092%-0.066%1,622,572-1,0682023-02-28
Invesco S&P 500® Equal Weight ETF0.995%0.058%1,479,5378542023-02-28
iShares Core S&P 500 ETF0.899%0.000%1,336,77802023-02-28
Financial Select Sector SPDR® ETF0.863%0.721%1,282,4749,1802023-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Victory Sycamore Established Value R3.552%0.000%5,279,50002022-12-31
Vanguard Total Stock Mkt Idx Inv3.087%0.508%4,588,82123,1812023-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.071%1.489%4,565,64066,9692022-12-31
Vanguard Small Cap Index2.608%0.549%3,876,18821,1722023-01-31
Vanguard 500 Index Investor2.331%0.238%3,464,5118,2112023-01-31
Vanguard Small Cap Value Index Inv1.835%1.094%2,726,96429,4962023-01-31
Schwab US Dividend Equity ETF™1.685%0.056%2,505,0601,3932023-02-28
MFS Mid Cap Value A1.520%0.000%2,259,99902023-01-31
MFS Mid Cap Value Equity1.520%-11.748%2,259,999-300,8582022-12-31
Vanguard Equity-Income Inv1.491%0.000%2,215,71002023-01-31
JPMorgan Mid Cap Value L1.386%0.000%2,060,45602023-01-31
JPM US Mid Cap Value-Composite1.386%-0.077%2,060,456-1,5952022-12-31
Invesco Diversified Dividend A1.243%0.000%1,859,16402022-10-31
Invesco - Diversified Dividend1.251%0.000%1,859,16402022-09-30
Fidelity® 500 Index1.101%-0.132%1,637,218-2,1552023-01-31
Thrivent Mid Cap Stock A1.096%26.790%1,628,813344,1582022-12-31
SPDR® S&P 500 ETF Trust1.092%-0.066%1,622,572-1,0682023-02-28
Invesco S&P 500® Equal Weight ETF0.995%0.058%1,479,5378542023-02-28
iShares Core S&P 500 ETF0.899%0.000%1,336,77802023-02-28
Financial Select Sector SPDR® ETF0.863%0.721%1,282,4749,1802023-02-28

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