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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
3,630
shares
|
$393,528
0.0% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
3,520
shares
|
$381,603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
3,508
shares
|
$380,302
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
3,477
shares
|
$376,941
0.0% of portfolio
|
Q1 2025
Added 65.1%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,435
shares
|
$372,388
0.0% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
3,426
shares
|
$371,412
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
3,401
shares
|
$368,702
0.04% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
3,387
shares
|
$367,184
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,383
shares
|
$366,751
0.0% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,376
shares
|
$365,992
0.0% of portfolio
|
Q1 2025
Added 68.46%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,296
shares
|
$357,319
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,289
shares
|
$356,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
3,216
shares
|
$348,646
0.0% of portfolio
|
Q3 2023
Reduced 81.94%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,170
shares
|
$343,659
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,132
shares
|
$339,540
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
3,065
shares
|
$332,276
0.0% of portfolio
|
Q1 2025
Added 61.74%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,036
shares
|
$329,132
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,031
shares
|
$328,590
0.0% of portfolio
|
Q1 2025
Added 231.62%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
2,908
shares
|
$315,256
0.37% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,801
shares
|
$303,656
0.08% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
2,800
shares
|
$303,548
0.01% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
2,713
shares
|
$294,116
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2,711
shares
|
$293,899
0.0% of portfolio
|
Q1 2025
Reduced 11.26%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
2,703
shares
|
$293,032
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
2,620
shares
|
$284,034
0.0% of portfolio
|
Q2 2025
Reduced 8.74%
|