Filed: 5/12/2025ACC: 0000109380-25-000085
📋 What this filing means
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ filed this quarterly 13F‑HR report disclosing 884 equity positions with a total reported market value of $1.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
884
Positions
$1.58B
Total AUM (reported)
15.07M
Total Shares
Allocation by class
COM$1.58B100.0%
Portfolio Concentration
Top 3$403.93M25.5%
4–10$254.88M16.1%
11–25$193.15M12.2%
Rest$732.56M46.2%
Top 3 weight
25.5%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 15.07M
Sole
Full voting authority
14.82M
shares
% of voting shares98.3%
Shared
Joint voting authority
81.24K
shares
% of voting shares0.5%
None
No voting authority
167.57K
shares
% of voting shares1.1%
Investment Discretion (by position count)
Sole876
Shared0
Other8
Dominant voting typeSole · 98.3% of voting shares
Institutional Holdings884
Rows:
iShares Core S&P 500 ETF
SOLEShares274.72K
TypeSH
Market value$154.36M
9.74%
Sole
274.08K
Shared
291.00
None
348.00
iShares Russell Mid-Cap Value
SOLEShares1.20M
TypeSH
Market value$151.75M
9.58%
Sole
1.20M
Shared
3.55K
None
179.00
Vanguard Total Stock Market ET
SOLEShares355.90K
TypeSH
Market value$97.82M
6.17%
Sole
353.81K
Shared
2.09K
None
0.00
iShares Russell Mid-Cap Growth
SOLEShares504.05K
TypeSH
Market value$59.22M
3.74%
Sole
500.91K
Shared
2.94K
None
202.00
iShares Core US Aggregate Bond
SOLEShares490.94K
TypeSH
Market value$48.56M
3.06%
Sole
486.59K
Shared
3.25K
None
1.11K
Nvidia Corp
SOLEShares287.40K
TypeSH
Market value$31.15M
1.97%
Sole
270.15K
Shared
2.16K
None
15.09K
Microsoft Corp
SOLEShares79.61K
TypeSH
Market value$29.88M
1.89%
Sole
72.14K
Shared
2.19K
None
5.28K
Amazon.Com Inc
SOLEShares156.71K
TypeSH
Market value$29.81M
1.88%
Sole
147.36K
Shared
1.05K
None
8.29K
Apple Inc
SOLEShares129.92K
TypeSH
Market value$28.86M
1.82%
Sole
123.13K
Shared
58.00
None
6.74K
iShares Core S&P Mid-Cap ETF
SOLEShares469.31K
TypeSH
Market value$27.38M
1.73%
Sole
458.24K
Shared
8.36K
None
2.71K
Meta Platforms Inc. Class A
SOLEShares40.13K
TypeSH
Market value$23.13M
1.46%
Sole
38.29K
Shared
29.00
None
1.81K
Visa Inc Class A
SOLEShares50.54K
TypeSH
Market value$17.71M
1.12%
Sole
50.19K
Shared
42.00
None
313.00
Vanguard Dividend Appreciation
SOLEShares69.86K
TypeSH
Market value$13.55M
0.86%
Sole
69.86K
Shared
0.00
None
0.00
Netflix Inc
SOLEShares13.86K
TypeSH
Market value$12.92M
0.82%
Sole
13.39K
Shared
11.00
None
454.00
Abbvie Inc
SOLEShares61.34K
TypeSH
Market value$12.85M
0.81%
Sole
61.08K
Shared
18.00
None
239.00
Chevron Corp
SOLEShares73.51K
TypeSH
Market value$12.30M
0.78%
Sole
73.33K
Shared
117.00
None
60.00
TotalEnergies SE Sponsored ADS
SOLEShares185.05K
TypeSH
Market value$11.97M
0.76%
Sole
184.82K
Shared
72.00
None
153.00
Verizon Communications Inc
SOLEShares261.94K
TypeSH
Market value$11.88M
0.75%
Sole
259.67K
Shared
1.92K
None
354.00
Sanofi ADR (France)
SOLEShares207.35K
TypeSH
Market value$11.50M
0.73%
Sole
206.96K
Shared
80.00
None
305.00
Enbridge Inc
SOLEShares255.91K
TypeSH
Market value$11.34M
0.72%
Sole
254.22K
Shared
1.48K
None
210.00
Eli Lilly & Co
SOLEShares13.36K
TypeSH
Market value$11.03M
0.70%
Sole
12.43K
Shared
106.00
None
819.00
Philip Morris International
SOLEShares68.56K
TypeSH
Market value$10.88M
0.69%
Sole
68.45K
Shared
26.00
None
87.00
United Health Group Inc
SOLEShares20.75K
TypeSH
Market value$10.87M
0.69%
Sole
20.61K
Shared
14.00
None
124.00
National Grid PLC Sponsored AD
SOLEShares163.16K
TypeSH
Market value$10.71M
0.68%
Sole
162.91K
Shared
63.00
None
195.00
Gilead Sciences Inc
SOLEShares93.74K
TypeSH
Market value$10.50M
0.66%
Sole
93.54K
Shared
36.00
None
170.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core S&P 500 ETFSOLE | Com | 274.72K | SH | $154.36M 9.74% | 274.08K | 291.00 | 348.00 |
iShares Russell Mid-Cap ValueSOLE | Com | 1.20M | SH | $151.75M 9.58% | 1.20M | 3.55K | 179.00 |
Vanguard Total Stock Market ETSOLE | Com | 355.90K | SH | $97.82M 6.17% | 353.81K | 2.09K | 0.00 |
iShares Russell Mid-Cap GrowthSOLE | Com | 504.05K | SH | $59.22M 3.74% | 500.91K | 2.94K | 202.00 |
iShares Core US Aggregate BondSOLE | Com | 490.94K | SH | $48.56M 3.06% | 486.59K | 3.25K | 1.11K |
Nvidia CorpSOLE | Com | 287.40K | SH | $31.15M 1.97% | 270.15K | 2.16K | 15.09K |
Microsoft CorpSOLE | Com | 79.61K | SH | $29.88M 1.89% | 72.14K | 2.19K | 5.28K |
Amazon.Com IncSOLE | Com | 156.71K | SH | $29.81M 1.88% | 147.36K | 1.05K | 8.29K |
Apple IncSOLE | Com | 129.92K | SH | $28.86M 1.82% | 123.13K | 58.00 | 6.74K |
iShares Core S&P Mid-Cap ETFSOLE | Com | 469.31K | SH | $27.38M 1.73% | 458.24K | 8.36K | 2.71K |
Meta Platforms Inc. Class ASOLE | Com | 40.13K | SH | $23.13M 1.46% | 38.29K | 29.00 | 1.81K |
Visa Inc Class ASOLE | Com | 50.54K | SH | $17.71M 1.12% | 50.19K | 42.00 | 313.00 |
Vanguard Dividend AppreciationSOLE | Com | 69.86K | SH | $13.55M 0.86% | 69.86K | 0.00 | 0.00 |
Netflix IncSOLE | Com | 13.86K | SH | $12.92M 0.82% | 13.39K | 11.00 | 454.00 |
Abbvie IncSOLE | Com | 61.34K | SH | $12.85M 0.81% | 61.08K | 18.00 | 239.00 |
Chevron CorpSOLE | Com | 73.51K | SH | $12.30M 0.78% | 73.33K | 117.00 | 60.00 |
TotalEnergies SE Sponsored ADSSOLE | Com | 185.05K | SH | $11.97M 0.76% | 184.82K | 72.00 | 153.00 |
Verizon Communications IncSOLE | Com | 261.94K | SH | $11.88M 0.75% | 259.67K | 1.92K | 354.00 |
Sanofi ADR (France)SOLE | Com | 207.35K | SH | $11.50M 0.73% | 206.96K | 80.00 | 305.00 |
Enbridge IncSOLE | Com | 255.91K | SH | $11.34M 0.72% | 254.22K | 1.48K | 210.00 |
Eli Lilly & CoSOLE | Com | 13.36K | SH | $11.03M 0.70% | 12.43K | 106.00 | 819.00 |
Philip Morris InternationalSOLE | Com | 68.56K | SH | $10.88M 0.69% | 68.45K | 26.00 | 87.00 |
United Health Group IncSOLE | Com | 20.75K | SH | $10.87M 0.69% | 20.61K | 14.00 | 124.00 |
National Grid PLC Sponsored ADSOLE | Com | 163.16K | SH | $10.71M 0.68% | 162.91K | 63.00 | 195.00 |
Gilead Sciences IncSOLE | Com | 93.74K | SH | $10.50M 0.66% | 93.54K | 36.00 | 170.00 |
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