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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
2,548
shares
|
$276,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,525
shares
|
$273,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
2,469
shares
|
$267,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,429
shares
|
$263,327
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,391
shares
|
$259,208
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,367
shares
|
$256,606
0.0% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
2,363
shares
|
$256,172
0.07% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
2,345
shares
|
$254,221
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advantage Alpha Capital Partners LP
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,336
shares
|
$253,245
0.07% of portfolio
|
Q1 2025
Reduced 60.81%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
2,334
shares
|
$253,028
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
2,331
shares
|
$252,703
0.0% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,323
shares
|
$251,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
2,317
shares
|
$251,185
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
2,312
shares
|
$250,643
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,292
shares
|
$248,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,278
shares
|
$246,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
2,217
shares
|
$240,344
0.11% of portfolio
|
Q1 2025
Added 3595.0%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,215
shares
|
$240,128
0.11% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,159
shares
|
$234,057
0.0% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,087
shares
|
$226,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
2,080
shares
|
$225,492
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
2,005
shares
|
$217,362
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,995
shares
|
$216,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
1,982
shares
|
$214,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,841
shares
|
$199,582
0.02% of portfolio
|
Q1 2025
New holding
|