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 419 institutions that hold shares in the stock, with a total of 62.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
6,829
shares
|
$740,331
0.11% of portfolio
|
Q1 2025
Reduced 64.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,648
shares
|
$720,709
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,242
shares
|
$676,695
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,175
shares
|
$669,431
0.01% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
6,123
shares
|
$663,794
0.02% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,893
shares
|
$638,860
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
5,812
shares
|
$630,078
0.0% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
5,761
shares
|
$624,550
0.01% of portfolio
|
Q1 2025
Added 28.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,643
shares
|
$611,757
0.0% of portfolio
|
Q1 2025
Added 46.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,532
shares
|
$599,724
0.0% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
5,272
shares
|
$571,537
0.0% of portfolio
|
Q1 2025
Added 196.51%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
5,240
shares
|
$568,068
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
5,168
shares
|
$560,262
0.09% of portfolio
|
Q2 2025
Reduced 12.36%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
5,149
shares
|
$558,203
0.02% of portfolio
|
Q1 2025
Added 56.12%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,118
shares
|
$554,842
0.0% of portfolio
|
Q2 2023
Reduced 0.63%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
4,942
shares
|
$535,762
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
4,878
shares
|
$528,823
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
4,863
shares
|
$527,197
0.02% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
4,851
shares
|
$525,896
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,819
shares
|
$522,427
0.0% of portfolio
|
Q1 2023
Reduced 10.94%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
4,759
shares
|
$515,923
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
4,753
shares
|
$515,272
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,693
shares
|
$508,768
0.0% of portfolio
|
Q1 2025
Added 93.69%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
4,562
shares
|
$494,566
0.0% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
4,490
shares
|
$486,760
0.02% of portfolio
|
Q1 2025
New holding
|