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 338 institutions that hold shares in the stock, with a total of 47.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Michigan Retirement System
|
Nov 04, 2024 Q3 2024 |
10,541
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,501
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
10,455
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2024
Added 16.44%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,068
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
10,021
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
9,910
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 54.38%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
9,841
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 07, 2024 Q3 2024 |
9,778
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
9,030
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
|
Summer Haven Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,023
shares
|
$1.11 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
9,016
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
9,000
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,923
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.81%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,916
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
8,900
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
8,781
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,547
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 54.0%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
8,245
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 27.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,065
shares
|
$988,446
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
8,022
shares
|
$983,176
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
7,908
shares
|
$969,204
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,763
shares
|
$951,433
0.0% of portfolio
|
Q3 2024
Added 35.41%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
7,694
shares
|
$942,976
0.07% of portfolio
|
Q3 2024
Reduced 16.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,619
shares
|
$933,784
0.01% of portfolio
|
Q3 2024
Added 49.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
7,484
shares
|
$917,239
0.0% of portfolio
|
Q3 2024
Reduced 2.35%
|