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 |
|---|---|---|---|---|---|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
300
shares
|
$32,523
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
300
shares
|
$32,523
0.01% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
291
shares
|
$31,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
282
shares
|
$30,571
0.0% of portfolio
|
Q1 2025
Added 58.43%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
273
shares
|
$29,595
0.0% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
271
shares
|
$29,379
0.0% of portfolio
|
Q1 2025
Added 442.0%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
266
shares
|
$28,837
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
252
shares
|
$27,319
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
247
shares
|
$26,777
0.01% of portfolio
|
Q1 2025
Added 4840.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
242
shares
|
$26,235
0.0% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
234
shares
|
$25,367
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
224
shares
|
$24,283
0.0% of portfolio
|
Q1 2025
Added 119.61%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
216
shares
|
$23,416
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
188
shares
|
$20,381
0.0% of portfolio
|
Q2 2020
Added 15.38%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
186
shares
|
$20,164
0.01% of portfolio
|
Q1 2021
Reduced 53.96%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
145
shares
|
$15,719
0.0% of portfolio
|
Q1 2025
Added 130.16%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
140
shares
|
$15,177
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
138
shares
|
$14,960
0.0% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
133
shares
|
$14,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
106
shares
|
$11,491
0.0% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
103
shares
|
$11,166
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
95
shares
|
$10,298
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
88
shares
|
$9,540
0.01% of portfolio
|
Q1 2025
Reduced 85.45%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
86
shares
|
$9,323
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
82
shares
|
$8,889
0.0% of portfolio
|
Q1 2025
Added 1950.0%
|