13F institutional ownership facts

Institutions tracked

49

Reported value

$201,130,736.00

Reported shares

3,490,641

Latest filing period

Q1 2026

Top institutional holders

  1. Josef Lakonishok - Lsv Asset Management · $225,310,000 · 0.49%
  2. Dmitry Balyasny - Balyasny Asset Management · $82,047,826 · 0.11%
  3. Two Sigma Investments · $125,919,464 · 0.1%
  4. Adage Capital Partners · $45,104,533 · 0.07%
  5. Cliff Asness - AQR Capital Management · $127,902,875 · 0.06%
  6. Fidelity International (FIL) · $64,672,861 · 0.05%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$ZION

Institutional Holdings

49

Top Institutions

Top Institutions

1

Josef Lakonishok - Lsv Asset Management

3,910,279 shares

0.49%

% of Portfolio

2

Dmitry Balyasny - Balyasny Asset Management

1,423,947 shares

0.11%

% of Portfolio

3

Two Sigma Investments

2,185,343 shares

0.10%

% of Portfolio

4

Adage Capital Partners

782,793 shares

0.07%

% of Portfolio

5

Cliff Asness - AQR Capital Management

2,244,698 shares

0.06%

% of Portfolio

6

Fidelity International (FIL)

1,122,403 shares

0.05%

% of Portfolio

7

Steve Cohen - Point72 Asset Management

508,125 shares

0.04%

% of Portfolio

8

Renaissance Technologies

230,495 shares

0.02%

% of Portfolio

9

Israel Englander - Millennium Management

789,341 shares

0.02%

% of Portfolio

10

Jane Street Group

167,468 shares

0.00%

% of Portfolio

11

David E. Shaw - D.E. Shaw & Co.

312,096 shares

0.01%

% of Portfolio

12

Charles Schwab

1,161,452 shares

0.01%

% of Portfolio

13

David Solomon - Goldman Sachs

1,938,054 shares

0.01%

% of Portfolio

14

Geode Capital Management

3,033,897 shares

0.01%

% of Portfolio

15

Invesco

1,492,703 shares

0.01%

% of Portfolio

16

Larry Fink - BlackRock

14,020,532 shares

0.01%

% of Portfolio

17

Morgan Stanley

3,059,666 shares

0.01%

% of Portfolio

18

Northern Trust Corp

1,382,844 shares

0.01%

% of Portfolio

19

SG Americas Securities

149,538 shares

0.01%

% of Portfolio

20

State Street Corp

5,883,024 shares

0.01%

% of Portfolio

21

Voya Investment Mgmt

115,093 shares

0.01%

% of Portfolio

22

Wellington Management

1,407,257 shares

0.02%

% of Portfolio

23

AllianceBernstein (AB)

290,034 shares

0.01%

% of Portfolio

24

CalPERS

299,598 shares

0.01%

% of Portfolio

25

Canada Pension Plan Investment Board

192,000 shares

0.01%

% of Portfolio

26

New York State Teachers Retirement System

117,752 shares

0.01%

% of Portfolio

27

Nuveen

329,169 shares

0.01%

% of Portfolio

28

Ken Griffin - Citadel Advisors

136,223 shares

NaN%

% of Portfolio

29

UBS Group

341,586 shares

NaN%

% of Portfolio

30

Lazard Asset Management

35,459 shares

NaN%

% of Portfolio

31

BNP Paribas

83,283 shares

NaN%

% of Portfolio

32

Franklin Resources

196,562 shares

NaN%

% of Portfolio

33

Legal & General

210,113 shares

NaN%

% of Portfolio

34

Janus Henderson Group

65,255 shares

NaN%

% of Portfolio

35

Ensign Peak Advisors

11,784 shares

NaN%

% of Portfolio

36

Neuberger Berman

27,092 shares

NaN%

% of Portfolio

37

T. Rowe Price

133,143 shares

NaN%

% of Portfolio

38

PNC Financial Services

26,776 shares

NaN%

% of Portfolio

39

Mitsubishi Ufj Asset Management Co., Ltd.

445 shares

NaN%

% of Portfolio

40

Ray Dalio - Bridgewater Associates

724,830 shares

0.19%

% of Portfolio

41

Verition Fund Management LLC

207,664 shares

0.08%

% of Portfolio

42

Hotchkis & Wiley

432,975 shares

0.08%

% of Portfolio

43

Jefferies Group

24,310 shares

0.01%

% of Portfolio

44

Natixis

28,380 shares

0.01%

% of Portfolio

45

New York Life Invest

17,853 shares

0.01%

% of Portfolio

46

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

47

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

48

Tweedy, Browne Co

37,877 shares

0.17%

% of Portfolio

49

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

35%

LARGE

35%

MEDIUM

25%

SMALL

5%

Geographic Distribution

North America
65%
Europe
20%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

40

Sellers

30

Holders

70

New

18

Exited

7

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Insider TradingPRO

Trading Statistics

Insider Buyers

18

Insider Sellers

30

Purchase Value

$26.4M

Role Distribution

CEO
20%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

60

C+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
90
Recent Activity
80
Concentration
55
Momentum
75
Stability
90

Recent Actions

New

5

Increased

15

Decreased

8

Exited

6

Total

50

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