ZIONNasdaqNational Commercial BanksFiscal year ends December 31Also trades as ZIONP
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$63.14−0.23 (-0.36%)
Close on Oct 19, 2026
- Market cap
- $9.23B
- P/E (TTM)
- 8.0
- Dividend yield
- 2.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
122M
Shares held, 13F filers
Institutional holders
599
82 new, 40 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
1 buys · 22 sales
Net sold $9.95M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 7,735,821 | 5.25% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 13,248,048 | 9.00% | 13G (passive) amendment | Sep 30, 2024 |
| Vanguard Portfolio Management | 10,893,105 | 7.40% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ZION | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,196,331 | – | $982.24M | +175,799 | 0.01% |
| Vanguard Portfolio Management LLC | 11,107,629 | – | $768.54M | +252,051 | 0.03% |
| Dimensional Fund Advisors LP | 7,644,441 | – | $528.93M | +167,315 | 0.10% |
| Vanguard Capital Management LLC | 6,632,521 | – | $458.90M | +34,234 | 0.01% |
| State Street Corp | 5,929,244 | – | $410.24M | +46,220 | 0.01% |
| Lsv Asset Management | 3,858,896 | – | $267.00K | −51,383 | 0.48% |
| Geode Capital Management, LLC | 3,060,253 | – | $211.79M | +26,356 | 0.01% |
| Morgan Stanley | 3,040,366 | – | $210.36M | −19,300 | 0.01% |
| Two Sigma Investments, LP | 2,794,444 | – | $193.35M | +609,101 | 0.14% |
| Fuller & Thaler Asset Management, Inc. | 2,649,694 | – | $183.33M | +55,557 | 0.50% |
| Fiduciary Management Inc /Wi/ | 2,591,257 | – | $179.29M | −196,700 | 2.55% |
| Aqr Capital Management LLC | 2,579,678 | – | $178.49M | +334,980 | 0.06% |
| First Trust Advisors LP | 2,042,546 | – | $141.32M | +124,720 | 0.08% |
| Goldman Sachs Group Inc | 1,741,870 | – | $120.52M | −196,184 | 0.01% |
| Mackenzie Financial Corp | 1,739,633 | – | $120.37M | +501,539 | 0.12% |
| Norges Bank | 1,724,832 | – | $119.34M | New | 0.01% |
| Arrowstreet Capital, Limited Partnership | 1,700,223 | – | $117.64M | +226,723 | 0.05% |
| Quantinno Capital Management LP | 1,596,462 | – | $110.46M | +353,884 | 0.13% |
| Invesco Ltd. | 1,531,259 | – | $105.95M | +38,556 | 0.01% |
| Northern Trust Corp | 1,387,881 | – | $96.03M | +5,037 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 599 | 122M | 82 / 255 | 160 / 40 | 12M | 6M |
| Q1 2026 | 566 | 116M | 84 / 232 | 165 / 65 | 29M | 17M |
| Q4 2025 | 558 | 122M | 102 / 194 | 173 / 49 | 18M | 13M |
| Q3 2025 | 514 | 117M | 71 / 170 | 181 / 45 | 9M | 8M |
| Q2 2025 | 492 | 116M | 65 / 183 | 166 / 68 | 10M | 10M |
| Q1 2025 | 498 | 116M | 91 / 188 | 143 / 56 | 13M | 12M |
| Q4 2024 | 473 | 115M | 67 / 153 | 177 / 57 | 10M | 7M |
| Q3 2024 | 470 | 113M | 83 / 147 | 164 / 41 | 22M | 12M |
| Q2 2024 | 431 | 115M | 43 / 146 | 177 / 67 | 11M | 15M |
| Q1 2024 | 459 | 120M | 67 / 165 | 171 / 78 | 23M | 25M |
| Q4 2023 | 471 | 122M | 101 / 165 | 148 / 51 | 20M | 15M |
| Q3 2023 | 428 | 118M | 63 / 134 | 170 / 55 | 14M | 16M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ZION | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 5,044,648 | – | $349.04M | 0.28% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,664,868 | – | $322.76M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,371,924 | – | $233.30M | 0.12% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 2,533,382 | – | $175.28M | 1.38% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,136,913 | – | $147.85M | 0.22% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 1,826,796 | – | $126.40M | 0.19% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,686,902 | – | $116.72M | 0.12% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,631,104 | – | $113.69M | 0.58% | Jul 31, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 1,605,916 | – | $111.11M | 0.98% | Jun 30, 2026 |
| FMI Common Stock Fund | 1,345,000 | – | $93.06M | 4.90% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 1,181,942 | – | $82.38M | 0.49% | Jul 31, 2026 |
| Vanguard Strategic Equity Fund | 1,059,292 | – | $73.29M | 0.60% | Jun 30, 2026 |
| Invesco KBW Bank ETF | 942,603 | – | $58.87M | 1.11% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 910,296 | – | $62.98M | 1.33% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 872,006 | – | $60.78M | 0.42% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Harris H. Simmons | Chairman & CEO, Director | 1,326,493 | Aug 11, 2026 |
| Samuel R. Torgesen | General Counsel | 8,206 | Sep 21, 2026 |
| Brian A. Stringham | Controller | 7,171 | Sep 9, 2026 |
| Scott J. McLean | President | 97,425 | Aug 5, 2026 |
| Scott A. Law | Executive Vice President | 40,738 | Aug 5, 2026 |
| Derek Steward | Executive Vice President | 19,270 | Jul 29, 2026 |
| Nathan Callister | Executive Vice President | 18,662 | Jun 3, 2026 |
| Jennifer Anne Smith | Executive Vice President | 6,527 | May 11, 2026 |
| Robert Ryan Richards | Controller | 36,899 | May 7, 2026 |
| Rena A. Miller | Executive VP & General Counsel | 14,975 | Apr 2, 2026 |
| Steven Dan Stephens | Executive Vice President | 53,297 | Mar 9, 2026 |
| Jason D. Arbuckle | SVP - Controller | 7,994 | Feb 23, 2026 |
| Eric Ellingsen | Executive VP & | 50,574 | Feb 17, 2026 |
| Christopher Kyriakakis | EVP - Chief Risk Officer | 39,119 | Feb 17, 2026 |
| Paul E. Burdiss | Executive Vice President | 113,085 | Dec 23, 2025 |
| Vivian S. Lee | Director | 14,832 | Jul 1, 2026 |
| Claire A. Huang | Director | 24,000 | Jul 1, 2026 |
| Aaron Skonnard | Director | 0 | Jul 1, 2026 |
| Stephen D. Quinn | Director | 200,000 | Jul 1, 2026 |
| Daniel Joseph Ryan | Director | 0 | Jun 4, 2026 |
| Maria Contreras-Sweet | Director | 15,877 | May 4, 2026 |
| Edward F. Murphy | Director | 43,251 | May 4, 2026 |
| Suren Gupta | Director | – | May 4, 2026 |
| Barbara A. Yastine | Director | 25,061 | May 4, 2026 |
| Gary L. Crittenden | Director | 16,230 | May 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Harris H. Simmons Chairman & CEO, Director | Aug 11, 2026 | Gift | +30,242 | – | – | 353,353 |
| Harris H. Simmons Chairman & CEO, Director | Aug 11, 2026 | Gift | −30,242 | – | – | 973,140 |
| Scott J. McLean President | Aug 4, 2026 | Sale | −14,465 | $70.63 | $1.02M | 74,934 |
| Scott J. McLean President | Aug 4, 2026 | Option exercise | +14,465 | $52.90 | $765.20K | 89,399 |
| Scott J. McLean President | Aug 4, 2026 | Option exercise | +1,891 | $52.90 | $100.03K | 74,934 |
| Scott J. McLean President | Aug 4, 2026 | Sale | −18,820 | $70.63 | $1.33M | 73,043 |
| Scott J. McLean President | Aug 4, 2026 | Option exercise | +18,820 | $48.65 | $915.59K | 91,863 |
| Scott J. McLean President | Aug 4, 2026 | Option exercise | +2,055 | $48.65 | $99.98K | 73,043 |
| Scott A. Law Executive Vice President | Aug 4, 2026 | Option exercise | +3,705 | $45.65 | $169.13K | 36,595 |
| Scott A. Law Executive Vice President | Aug 4, 2026 | Sale | −903 | $72.36 | $65.34K | 32,890 |
| Scott A. Law Executive Vice President | Aug 4, 2026 | Option exercise | +903 | $45.65 | $41.22K | 33,793 |
| Scott A. Law Executive Vice President | Aug 4, 2026 | Sale | −3,705 | $72.44 | $268.39K | 32,890 |
| Scott J. McLean President | Aug 3, 2026 | Sale | −32,000 | $70.84 | $2.27M | 22,491 |
| Scott J. McLean President | Aug 3, 2026 | Sale | −18,000 | $70.56 | $1.27M | 70,988 |
| Harris H. Simmons Chairman & CEO, Director | Aug 3, 2026 | Gift | +172,391 | – | – | 323,111 |
| Harris H. Simmons Chairman & CEO, Director | Aug 3, 2026 | Gift | −172,391 | – | – | 1,003,382 |
| Harris H. Simmons Chairman & CEO, Director | Jul 31, 2026 | Gift | +141,720 | – | – | 150,720 |
| Harris H. Simmons Chairman & CEO, Director | Jul 31, 2026 | Gift | −141,720 | – | – | 1,175,773 |
| Scott J. McLean President | Jul 28, 2026 | Sale | −6,650 | – | – | 88,988 |
| Derek Steward Executive Vice President | Jul 28, 2026 | Sale | −894 | $69.65 | $62.27K | 17,449 |
| Derek Steward Executive Vice President | Jul 28, 2026 | Option exercise | +894 | $45.65 | $40.81K | 18,343 |
| Nathan Callister Executive Vice President | Jun 2, 2026 | Tax withholding | −922 | $62.02 | $57.18K | 18,661 |
| Jennifer Anne Smith Executive Vice President | May 8, 2026 | Sale | −4,209.16 | $62.50 | $263.07K | 0 |
| Robert Ryan Richards Controller | May 6, 2026 | Option exercise | +2,004 | $52.90 | $106.01K | 36,899 |
| Jennifer Anne Smith Executive Vice President | May 4, 2026 | Sale | −550 | $62.96 | $34.63K | 6,527 |
| Barbara A. Yastine Director | May 1, 2026 | Award | +2,055 | $63.26 | $130.00K | 25,061 |
| Maria Contreras-Sweet Director | May 1, 2026 | Award | +2,055 | $63.26 | $130.00K | 15,877 |
| Edward F. Murphy Director | May 1, 2026 | Award | +2,055 | $63.26 | $130.00K | 43,251 |
| Scott A. Law Executive Vice President | Apr 28, 2026 | Tax withholding | −1,343 | $63.37 | $85.11K | 32,890 |
| Scott A. Law Executive Vice President | Apr 28, 2026 | Option exercise | +1,974 | $43.07 | $85.02K | 34,233 |
| Jennifer Anne Smith Executive Vice President | Apr 2, 2026 | Returned to company | −15,671 | – | – | 7,077 |
| Robert Ryan Richards Controller | Apr 1, 2026 | Tax withholding | −315 | $58.26 | $18.35K | 34,895 |
| Rena A. Miller Executive VP & General Counsel | Apr 1, 2026 | Tax withholding | −155 | $58.26 | $9.03K | 13,325 |
| Steven Dan Stephens Executive Vice President | Mar 6, 2026 | Tax withholding | −95 | $55.74 | $5.30K | 48,105 |
| Steven Dan Stephens Executive Vice President | Feb 26, 2026 | Tax withholding | −84 | $61.65 | $5.18K | 48,200 |
| Harris H. Simmons Chairman & CEO, Director | Feb 24, 2026 | Buy | +4,500 | $59.03 | $265.64K | 1,317,493 |
| Jason D. Arbuckle SVP - Controller | Feb 20, 2026 | Sale | −190 | $61.77 | $11.74K | 5,257 |
| Jason D. Arbuckle SVP - Controller | Feb 20, 2026 | Gift | −214 | – | – | 5,043 |
| Jennifer Anne Smith Executive Vice President | Feb 18, 2026 | Option exercise | +1,890 | $52.90 | $99.98K | 24,623 |
| Jennifer Anne Smith Executive Vice President | Feb 18, 2026 | Sale | −1,890 | $62.48 | $118.09K | 22,733 |
| Jennifer Anne Smith Executive Vice President | Feb 18, 2026 | Option exercise | +199 | $52.90 | $10.53K | 22,932 |
| Jennifer Anne Smith Executive Vice President | Feb 18, 2026 | Sale | −199 | $62.48 | $12.43K | 22,733 |
| Scott J. McLean President | Feb 13, 2026 | Tax withholding | −1,285 | $61.26 | $78.72K | 95,638 |
| Eric Ellingsen Executive VP & | Feb 13, 2026 | Tax withholding | −532 | $61.26 | $32.59K | 44,467 |
| Scott A. Law Executive Vice President | Feb 13, 2026 | Tax withholding | −240 | $61.26 | $14.70K | 32,259 |
| Jennifer Anne Smith Executive Vice President | Feb 13, 2026 | Tax withholding | −384 | $61.26 | $23.52K | 22,733 |
| Derek Steward Executive Vice President | Feb 13, 2026 | Tax withholding | −105 | $61.26 | $6.43K | 17,449 |
| Derek Steward Executive Vice President | Feb 13, 2026 | Tax withholding | −23 | $61.26 | $1.41K | 17,554 |
| Harris H. Simmons Chairman & CEO, Director | Feb 13, 2026 | Tax withholding | −3,468 | $61.26 | $212.45K | 1,312,993 |
| Jason D. Arbuckle SVP - Controller | Feb 13, 2026 | Tax withholding | −37 | $61.26 | $2.27K | 5,447 |
| Steven Dan Stephens Executive Vice President | Feb 13, 2026 | Tax withholding | −327 | $61.26 | $20.03K | 48,284 |
| Rena A. Miller Executive VP & General Counsel | Feb 13, 2026 | Tax withholding | −48 | $61.26 | $2.94K | 13,480 |
| Rena A. Miller Executive VP & General Counsel | Feb 13, 2026 | Tax withholding | −57 | $61.26 | $3.49K | 13,528 |
| Robert Ryan Richards Controller | Feb 13, 2026 | Tax withholding | −277 | $61.26 | $16.97K | 35,210 |
| Christopher Kyriakakis EVP - Chief Risk Officer | Feb 13, 2026 | Tax withholding | −364 | $61.26 | $22.30K | 39,119 |
| Scott J. McLean President | Feb 12, 2026 | Award | +15,973 | $60.19 | $961.41K | 96,923 |
| Scott J. McLean President | Feb 12, 2026 | Tax withholding | −1,677 | $60.19 | $100.94K | 80,950 |
| Eric Ellingsen Executive VP & | Feb 12, 2026 | Tax withholding | −803 | $60.19 | $48.33K | 38,496 |
| Eric Ellingsen Executive VP & | Feb 12, 2026 | Award | +6,503 | $60.19 | $391.42K | 44,999 |
| Nathan Callister Executive Vice President | Feb 12, 2026 | Award | +6,803 | $60.19 | $409.47K | 19,583 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Scott J. McLean Officer, Director | Aug 4, 2026 | 33,285 | $2.35M | Aug 4, 2026 | Stock Option Exercise |
| Scott A. Law Officer | Aug 4, 2026 | 4,608 | $333.73K | Aug 4, 2026 | Stock Option Exercise |
| Scott J. McLean Officer | Aug 3, 2026 | 18,000 | $1.27M | Aug 3, 2026 | Restricted Stock Vesting |
| Derek Steward Officer | Jul 28, 2026 | 894 | $62.27K | Jul 28, 2026 | Stock Option Exercise |
| Jennifer Anne Smith Former Officer | May 4, 2026 | 550 | $34.63K | May 4, 2026 | Restricted Stock Vesting |
| Scott A. Law Officer | Apr 28, 2026 | 1,974 | $125.08K | Apr 28, 2026 | Option Granted - 05/31/2019 |
| Jason D. Arbuckle Officer | Feb 20, 2026 | 190 | $11.74K | Feb 20, 2026 | Restricted Stock Vesting |
| Jennifer Anne Smith Officer | Feb 18, 2026 | 2,089 | $130.52K | Feb 18, 2026 | Options Granted - 02/13/2023 |
| Jennifer Anne Smith Officer | Feb 6, 2026 | 6,558 | $424.96K | Feb 6, 2026 | Dividend Reinvestment |
| Steven Dan Stephens Officer | Feb 6, 2026 | 15,476 | $1.02M | Feb 6, 2026 | Restricted Stock Vesting |
| Paul E. Burdiss Former Officer | Feb 6, 2026 | 16,998 | $1.12M | Feb 6, 2026 | Option Granted - 02/08/2021 |
| Paul E. Burdiss Former Officer | Feb 5, 2026 | 16,085 | $1.03M | Feb 5, 2026 | Option Granted 02/10/2020 |
| Paul E. Burdiss Former Officer | Feb 3, 2026 | 11,663 | $721.75K | Feb 3, 2026 | Options Granted - 03/01/2019 |
| Eric Ellingsen Officer | Feb 2, 2026 | 1,519 | $93.06K | Feb 2, 2026 | Option Granted - 03/01/2019 |
| Derek Steward Officer | Feb 2, 2026 | 769 | $46.49K | Feb 2, 2026 | Options Granted - 03/01/2019 |