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 427 institutions that hold shares in the stock, with a total of 64.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,603
shares
|
$1.69 Million
0.94% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
14,831
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 103.83%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,679
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 32.63%
|
|
|
Sg Americas Securities, LLC
|
Oct 23, 2025 Q3 2025 |
14,459
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Added 697.96%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
14,416
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,296
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Reduced 56.07%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
13,983
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
13,900
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Added 56.18%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
13,096
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.65%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
12,780
shares
|
$1.39 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
12,363
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
12,096
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Added 23.32%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,603
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.2%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
11,024
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 29.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,013
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
10,995
shares
|
$1.19 Million
0.2% of portfolio
|
Q3 2025
Reduced 54.18%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
10,960
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
10,729
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Added 183.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,374
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 22.7%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,290
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
10,224
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
9,939
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
9,910
shares
|
$1.07 Million
0.08% of portfolio
|
Q4 2024
Reduced 54.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
9,876
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 16.94%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 14, 2025 Q3 2025 |
9,869
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.2%
|
|