Institutional Ownership Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
605
shares
|
$55,363
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
581
shares
|
$53,167
0.0% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
555
shares
|
$50,788
0.04% of portfolio
|
Q4 2024
Added 28.77%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
498
shares
|
$45,571
0.01% of portfolio
|
Q1 2025
Added 703.23%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
465
shares
|
$42,552
0.01% of portfolio
|
Q3 2023
Reduced 1.27%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
411
shares
|
$37,610
0.0% of portfolio
|
Q1 2025
Reduced 54.88%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
404
shares
|
$36,970
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
351
shares
|
$32,120
0.0% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
300
shares
|
$27,453
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
300
shares
|
$27,453
0.01% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
271
shares
|
$24,799
0.0% of portfolio
|
Q1 2025
Added 442.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
262
shares
|
$23,975
0.0% of portfolio
|
Q1 2025
Added 27.8%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
258
shares
|
$23,609
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
254
shares
|
$23,243
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
250
shares
|
$22,877
0.01% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
243
shares
|
$22,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
188
shares
|
$17,203
0.0% of portfolio
|
Q2 2020
Added 15.38%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
186
shares
|
$17,020
0.01% of portfolio
|
Q1 2021
Reduced 53.96%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
178
shares
|
$16,288
0.0% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
149
shares
|
$13,634
0.0% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
145
shares
|
$13,268
0.0% of portfolio
|
Q1 2025
Added 130.16%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
144
shares
|
$13,177
0.0% of portfolio
|
Q4 2024
Added 34.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
128
shares
|
$11,713
0.0% of portfolio
|
Q4 2024
Added 36.17%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
112
shares
|
$10,249
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
106
shares
|
$9,700
0.0% of portfolio
|
Q4 2024
Added 11.58%
|