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 |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
4,480
shares
|
$485,676
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
4,476
shares
|
$485,243
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,454
shares
|
$482,858
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
4,422
shares
|
$479,389
0.03% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
4,401
shares
|
$477,112
0.05% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,399
shares
|
$476,895
0.0% of portfolio
|
Q1 2025
Added 86.32%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
4,377
shares
|
$474,510
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
4,325
shares
|
$468,873
0.0% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
4,301
shares
|
$466,271
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
4,087
shares
|
$443,071
0.01% of portfolio
|
Q1 2025
Added 71.51%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,083
shares
|
$442,638
0.01% of portfolio
|
Q1 2025
Reduced 25.4%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
4,053
shares
|
$439,385
0.02% of portfolio
|
Q1 2025
Reduced 17.52%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
4,053
shares
|
$439,385
0.01% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,038
shares
|
$437,759
0.04% of portfolio
|
Q2 2025
Reduced 36.21%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
4,030
shares
|
$436,892
0.05% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,013
shares
|
$435,049
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
4,000
shares
|
$433,640
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,998
shares
|
$433,423
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
3,963
shares
|
$429,628
0.0% of portfolio
|
Q1 2025
Added 88.09%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,877
shares
|
$420,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,864
shares
|
$418,896
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
3,784
shares
|
$410,223
0.01% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
3,730
shares
|
$404,369
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,695
shares
|
$400,574
0.02% of portfolio
|
Q1 2025
Reduced 13.06%
|
|
|
First National Advisers, LLC
Omaha, NE |
May 07, 2025 Q1 2025 |
3,675
shares
|
$398,406
0.06% of portfolio
|
Q1 2025
New holding
|