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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
265
shares
|
$33,125
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
254
shares
|
$31,750
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
249
shares
|
$31,125
0.01% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
243
shares
|
$30,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
215
shares
|
$26,875
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
205
shares
|
$25,625
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
188
shares
|
$23,500
0.0% of portfolio
|
Q2 2020
Added 15.38%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
186
shares
|
$23,250
0.01% of portfolio
|
Q1 2021
Reduced 53.96%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
181
shares
|
$22,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
147
shares
|
$18,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
128
shares
|
$16,000
0.0% of portfolio
|
Q3 2022
Reduced 43.86%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
127
shares
|
$15,875
0.0% of portfolio
|
Q3 2024
Added 195.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
107
shares
|
$13,375
0.0% of portfolio
|
Q3 2024
Added 205.71%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
107
shares
|
$13,375
0.0% of portfolio
|
Q3 2024
Added 268.97%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
105
shares
|
$13,125
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
95
shares
|
$11,875
0.0% of portfolio
|
Q3 2024
Added 196.88%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
95
shares
|
$11,875
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
94
shares
|
$11,750
0.0% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
86
shares
|
$10,750
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
82
shares
|
$10,250
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
73
shares
|
$9,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
73
shares
|
$9,125
0.0% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
63
shares
|
$7,875
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
60
shares
|
$7,500
0.0% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
58
shares
|
$7,250
0.0% of portfolio
|
Q3 2024
New holding
|