Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
543 institutional managers reported holding ZION for the quarter ended Mar 31, 2026. Together they hold about 78% of shares outstanding; the top 10 hold 43%. 71 opened new positions; 75 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 18.68M | 12.70% | $1.08B | added +1.2% | ≤2013 |
| BlackRock | 14.02M | 9.54% | $808.3M | added +2% | ≤2013 |
| Dimensional Fund Advisors | 7.48M | 5.08% | $431.1M | added +0.8% | ≤2013 |
| State Street | 5.88M | 4.00% | $339.2M | trimmed -3.3% | ≤2013 |
| LSV Asset Management | 3.91M | 2.66% | $225.4M | added +0.6% | 2016 Q1 |
| Morgan Stanley | 3.06M | 2.08% | $176.4M | trimmed -2.9% | ≤2013 |
| Geode Capital | 3.03M | 2.06% | $174.9M | added +2.4% | ≤2013 |
| Fiduciary Management INC /WI/ | 2.79M | 1.90% | $160.7M | trimmed -3.7% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 2.59M | 1.76% | $149.6M | added +13.4% | 2023 Q2 |
| AQR Capital | 2.24M | 1.53% | $129.4M | added +49.8% | 2015 Q4 |
| Two Sigma | 2.19M | 1.49% | $126.0M | added +94.1% | 2022 Q4 |
| Goldman Sachs | 1.94M | 1.32% | $111.7M | added +37.2% | ≤2013 |
| First Trust Advisors LP | 1.92M | 1.30% | $110.6M | added +28.5% | ≤2013 |
| Invesco | 1.49M | 1.01% | $86.1M | trimmed -15% | ≤2013 |
| Arrowstreet Capital | 1.47M | 1.00% | $84.9M | trimmed -22.3% | 2022 Q3 |
| Balyasny Asset Management | 1.42M | 0.97% | $82.1M | added +24.1% | 2024 Q1 |
| Wellington Management | 1.41M | 0.96% | $81.1M | added +123% | 2024 Q3 |
| Northern Trust | 1.38M | 0.94% | $79.7M | added +1.5% | ≤2013 |
| BNY Mellon | 1.31M | 0.89% | $75.8M | unchanged | ≤2013 |
| Quantinno Capital Management LP | 1.24M | 0.84% | $71.6M | added +50.1% | 2022 Q1 |
| Mackenzie Financial CORP | 1.24M | 0.84% | $71.4M | added +32.9% | 2025 Q1 |
| Charles Schwab Investment Management | 1.16M | 0.79% | $67.0M | added +3.3% | ≤2013 |
| FIL LTD | 1.12M | 0.76% | $64.7M | added +0.8% | 2025 Q3 |
| Freestone Grove Partners LP | 1.04M | 0.71% | $60.0M | opened | 2026 Q1 |
| FMR (Fidelity) | 941.6k | 0.64% | $54.3M | added +10.5% | ≤2013 |
| Manufacturers Life Insurance Company, THE | 807.5k | 0.55% | $46.6M | trimmed -1.2% | ≤2013 |
| Millennium Management | 789.3k | 0.54% | $45.5M | trimmed -46% | ≤2013 |
| Adage Capital Partners GP, L.l.c. | 782.8k | 0.53% | $45.1M | trimmed -1.2% | 2025 Q2 |
| UBS | 762.2k | 0.52% | $43.9M | trimmed -33.1% | ≤2013 |
| Allianz Asset Management GmbH | 757.7k | 0.52% | $43.7M | trimmed -39.8% | 2024 Q2 |
| Bridgewater Associates | 724.8k | 0.49% | $41.8M | trimmed -13.4% | 2025 Q2 |
| Qube Research & Technologies LTD | 697.3k | 0.47% | $40.2M | trimmed -36.1% | 2024 Q3 |
| American Century Companies INC | 694.0k | 0.47% | $40.0M | added +7.2% | 2014 Q3 |
| Algebris (UK) LTD | 617.7k | 0.42% | $35.6M | opened | 2026 Q1 |
| Wedge Capital Management L L P/NC | 544.2k | 0.37% | $31.4M | trimmed -5.6% | 2024 Q1 |
| Bank OF America CORP /DE/ | 538.4k | 0.37% | $31.0M | added +30.9% | ≤2013 |
| Point72 | 508.1k | 0.35% | $29.3M | trimmed -26.3% | 2025 Q4 |
| Arbejdsmarkedets Tillaegspension | 450.7k | 0.31% | $26.0M | added +8.7% | 2025 Q4 |
| MetLife Investment Management, LLC | 438.1k | 0.30% | $25.3M | unchanged | 2017 Q4 |
| Hotchkis & Wiley Capital Management LLC | 433.0k | 0.29% | $25.0M | added +180.2% | 2025 Q4 |
| Basswood Capital Management, L.l.c. | 426.1k | 0.29% | $24.6M | added +5.3% | 2025 Q3 |
| Rhumbline Advisers | 407.2k | 0.28% | $23.5M | added +1.3% | ≤2013 |
| SEI Investments CO | 396.7k | 0.27% | $22.9M | added +22.8% | ≤2013 |
| Algert Global LLC | 375.5k | 0.26% | $21.6M | added +5.9% | 2021 Q1 |
| Barclays PLC | 353.3k | 0.24% | $20.4M | trimmed -32.9% | ≤2013 |
| Ameriprise Financial INC | 341.3k | 0.23% | $19.7M | trimmed -3.9% | ≤2013 |
| Victory Capital Management INC | 338.9k | 0.23% | $19.5M | trimmed -7% | 2023 Q4 |
| Principal Financial Group INC | 329.5k | 0.22% | $19.0M | added +3.8% | ≤2013 |
| Nuveen | 329.2k | 0.22% | $19.0M | added +24.9% | ≤2013 |
| D. E. Shaw | 312.1k | 0.21% | $18.0M | trimmed -16% | 2019 Q4 |
Largest 50 of 543 shown; the full ranked, searchable register is at boothcheck.com/holders/ZION. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.