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 |
---|---|---|---|---|---|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,290
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Added 2.56%
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
9,910
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 54.38%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
9,479
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 3.03%
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
9,319
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2025
Added 205.74%
|
|
Summer Haven Investment Management, LLC
|
Jul 17, 2025 Q2 2025 |
9,298
shares
|
$1.02 Million
0.67% of portfolio
|
Q2 2025
Added 1.67%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,013
shares
|
$986,202
0.0% of portfolio
|
Q1 2025
Added 43.75%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
8,064
shares
|
$882,362
0.0% of portfolio
|
Q1 2025
Added 9.71%
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
8,052
shares
|
$881,049
0.03% of portfolio
|
Q1 2025
Reduced 85.2%
|
|
State Of Alaska, Department Of Revenue
|
Jul 16, 2025 Q2 2025 |
8,021
shares
|
$877,657
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
8,016
shares
|
$877,110
0.06% of portfolio
|
Q1 2025
Added 21.42%
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,857
shares
|
$859,712
0.0% of portfolio
|
Q1 2025
Reduced 75.85%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,845
shares
|
$858,399
0.03% of portfolio
|
Q1 2025
New holding
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,719
shares
|
$844,612
0.09% of portfolio
|
Q1 2025
New holding
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
7,719
shares
|
$844,612
0.0% of portfolio
|
Q1 2025
Added 4.44%
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
7,718
shares
|
$844,503
0.11% of portfolio
|
Q1 2025
New holding
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
7,585
shares
|
$829,950
0.11% of portfolio
|
Q1 2025
Added 97.89%
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
7,532
shares
|
$824,151
0.01% of portfolio
|
Q1 2025
New holding
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
7,402
shares
|
$809,926
0.11% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
7,374
shares
|
$806,863
0.06% of portfolio
|
Q1 2025
Added 0.71%
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
7,367
shares
|
$806,097
0.04% of portfolio
|
Q1 2025
Added 18.0%
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
7,347
shares
|
$803,908
0.0% of portfolio
|
Q1 2025
Reduced 23.34%
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
7,250
shares
|
$793,295
0.32% of portfolio
|
Q1 2025
New holding
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
7,155
shares
|
$782,900
0.1% of portfolio
|
Q1 2025
New holding
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
7,123
shares
|
$779,398
0.02% of portfolio
|
Q1 2025
Added 86.66%
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
7,083
shares
|
$775,021
0.01% of portfolio
|
Q1 2025
New holding
|