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 335 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
2,195
shares
|
$274,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,071
shares
|
$258,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,036
shares
|
$254,500
0.01% of portfolio
|
Q3 2024
Reduced 88.2%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$250,000
0.1% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,978
shares
|
$247,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
1,934
shares
|
$241,750
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
1,505
shares
|
$188,125
0.13% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,485
shares
|
$185,625
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,414
shares
|
$176,750
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,356
shares
|
$169,500
0.0% of portfolio
|
Q3 2024
Reduced 81.57%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
1,314
shares
|
$164,250
0.0% of portfolio
|
Q2 2024
Added 24.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,117
shares
|
$139,625
0.0% of portfolio
|
Q3 2024
Reduced 19.0%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
900
shares
|
$112,500
0.0% of portfolio
|
Q3 2024
Reduced 81.25%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
793
shares
|
$99,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
751
shares
|
$93,875
0.0% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
738
shares
|
$92,250
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
581
shares
|
$72,625
0.0% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
465
shares
|
$58,125
0.01% of portfolio
|
Q3 2023
Reduced 1.27%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
449
shares
|
$56,125
0.0% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
431
shares
|
$53,875
0.03% of portfolio
|
Q3 2024
Added 31.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
355
shares
|
$44,375
0.0% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
335
shares
|
$41,875
0.0% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
334
shares
|
$41,750
0.0% of portfolio
|
Q3 2024
Added 28.46%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
300
shares
|
$37,500
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
300
shares
|
$37,500
0.01% of portfolio
|
Q2 2024
Reduced 62.5%
|