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 335 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
4,630
shares
|
$556,479
0.0% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
4,574
shares
|
$549,749
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,557
shares
|
$547,705
0.0% of portfolio
|
Q3 2024
Reduced 91.98%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
4,475
shares
|
$537,850
0.05% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
4,153
shares
|
$499,149
0.28% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,088
shares
|
$491,336
0.01% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,067
shares
|
$488,812
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
4,030
shares
|
$484,365
0.05% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
4,018
shares
|
$482,923
0.01% of portfolio
|
Q2 2024
Reduced 11.07%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
4,000
shares
|
$480,760
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
3,961
shares
|
$476,072
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,959
shares
|
$475,832
0.02% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
3,934
shares
|
$472,827
0.04% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
3,916
shares
|
$470,664
0.02% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,827
shares
|
$459,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
3,796
shares
|
$456,241
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
3,778
shares
|
$454,077
0.03% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
3,636
shares
|
$437,010
0.0% of portfolio
|
Q3 2024
Reduced 45.4%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,533
shares
|
$424,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,515
shares
|
$422,467
0.01% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
3,448
shares
|
$414,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
3,399
shares
|
$408,525
0.12% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
3,398
shares
|
$408,405
0.01% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
3,387
shares
|
$407,083
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
3,310
shares
|
$397,828
0.06% of portfolio
|
Q3 2024
Added 8.6%
|