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 |
|---|---|---|---|---|---|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,490
shares
|
$161,530
0.03% of portfolio
|
Q1 2025
Added 1230.36%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
1,346
shares
|
$145,919
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,345
shares
|
$145,811
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,242
shares
|
$134,645
0.0% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,189
shares
|
$128,899
0.0% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,174
shares
|
$127,273
0.01% of portfolio
|
Q1 2025
Reduced 95.56%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
1,040
shares
|
$112,746
0.08% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
1,001
shares
|
$108,518
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
884
shares
|
$95,834
0.01% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
813
shares
|
$88,137
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
771
shares
|
$83,584
0.0% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
643
shares
|
$69,707
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
592
shares
|
$64,178
0.0% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
565
shares
|
$61,251
0.01% of portfolio
|
Q1 2025
Added 292.36%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
541
shares
|
$58,649
0.0% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
512
shares
|
$55,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
495
shares
|
$53,662
0.01% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
478
shares
|
$51,819
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
465
shares
|
$50,410
0.01% of portfolio
|
Q3 2023
Reduced 1.27%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
446
shares
|
$48,350
0.03% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
420
shares
|
$45,532
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
411
shares
|
$44,556
0.0% of portfolio
|
Q1 2025
Reduced 54.88%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
362
shares
|
$39,244
0.0% of portfolio
|
Q1 2025
Added 142.95%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
358
shares
|
$38,810
0.0% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
345
shares
|
$37,401
0.0% of portfolio
|
Q1 2025
New holding
|