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 420 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 |
---|---|---|---|---|---|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
82
shares
|
$8,972
0.0% of portfolio
|
Q1 2025
Added 1950.0%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
78
shares
|
$8,534
0.0% of portfolio
|
Q2 2025
Reduced 19.59%
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
63
shares
|
$6,893
0.0% of portfolio
|
Q2 2023
New holding
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
60
shares
|
$6,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
58
shares
|
$6,346
0.0% of portfolio
|
Q1 2025
Added 41.46%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
56
shares
|
$6,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
55
shares
|
$6,018
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
46
shares
|
$5,033
0.0% of portfolio
|
Q4 2024
Added 15.0%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$4,705
0.0% of portfolio
|
Q3 2023
New holding
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
39
shares
|
$4,267
0.0% of portfolio
|
Q1 2025
Added 290.0%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
37
shares
|
$4,048
0.0% of portfolio
|
Q1 2025
Added 117.65%
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
36
shares
|
$3,939
0.0% of portfolio
|
Q2 2023
Reduced 98.66%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
35
shares
|
$3,829
0.0% of portfolio
|
Q1 2025
Added 218.18%
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
32
shares
|
$3,501
0.0% of portfolio
|
Q1 2025
Added 3100.0%
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
27
shares
|
$2,954
0.0% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
25
shares
|
$2,735
0.0% of portfolio
|
Q2 2024
Reduced 24.24%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
22
shares
|
$2,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
22
shares
|
$2,407
0.0% of portfolio
|
Q4 2023
Reduced 29.03%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$2,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
20
shares
|
$2,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
20
shares
|
$2,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
18
shares
|
$1,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
17
shares
|
$1,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
16
shares
|
$1,750
0.0% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
15
shares
|
$1,641
0.0% of portfolio
|
Q1 2025
New holding
|