Umb FinancialUMBF
13F holders, Q1 2024 (March 31)272holders
7famous investors
$87.00avg. 13F price*
At the end of Q1 2024, 272 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings. The largest holders were BlackRock Inc. ($511.4M), UMB Bank, n.a. ($456.0M) and Vanguard Group Inc. ($409.3M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $40.6M |
| Exits | 24 | $19.8M |
Ownership 272 holders
| BlackRock Inc. | 0.01% | Reduce -1.6% | 5,879,248 | $511.4M |
| UMB Bank, n.a. | 7.22% | Reduce -1.2% | 5,241,631 | $456.0M |
| Vanguard Group Inc. | 0.01% | Add +9.2% | 4,705,385 | $409.3M |
| State Street Corp. | 0.01% | Reduce -7.9% | 2,734,555 | $239.0M |
| Victory Capital Management Inc. | 0.17% | Add +0.7% | 2,011,976 | $175.0M |
| Allspring Global Investments Holdings, LLC | 0.26% | Add +3.4% | 1,905,072 | $165.7M |
| Wellington Management Group LLP | 0.03% | Add +17.0% | 1,900,063 | $165.3M |
| American Century Companies Inc. | 0.09% | Add +4.8% | 1,641,434 | $142.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +3.0% | 1,589,895 | $138.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.3% | 1,036,420 | $90.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.5% | 875,642 | $76.2M |
| Boston Trust Walden Corp | 0.43% | Reduce -0.1% | 688,222 | $59.9M |
| Ameriprise Financial Inc. | 0.02% | Add +2.9% | 668,652 | $58.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.6% | 551,059 | $47.9M |
| Northern Trust Corp. | 0.01% | Reduce -14.0% | 533,627 | $46.4M |
| Global Alpha Capital Management Ltd. | 3.40% | Reduce -20.6% | 525,959 | $45.8M |
| Norges Bank | 0.01% | Add +1.1% | 476,498 | $41.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.4% | 427,325 | $37.2M |
| Brown Advisory Inc. | 0.05% | Add +1.8% | 411,703 | $35.8M |
| Fisher Asset Management | 0.02% | Reduce -15.1% | 407,527 | $35.5M |
| ProShare Advisors LLC | 0.09% | Reduce -23.9% | 371,298 | $32.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.3% | 363,879 | $31.7M |
| Morgan Stanley | 0.00% | Reduce -15.5% | 327,692 | $28.5M |
| FMR LLC | 0.00% | Add +16.8% | 312,436 | $27.2M |
| Bank of America Corp. | 0.00% | Add +1.3% | 297,567 | $25.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.1% | 287,460 | $25.0M |
| GW&K Investment Management, LLC | 0.18% | Reduce -2.1% | 238,572 | $20.8M |
| JPMorgan Chase & Co. | 0.00% | Add +19.9% | 209,328 | $18.2M |
| Tributary Capital Management, LLC | 1.41% | Add +19.2% | 197,606 | $17.2M |
| AQR Capital Management | 0.03% | Add +5.1% | 196,803 | $17.0M |
| Principal Financial Group Inc. | 0.01% | Add +14.9% | 187,588 | $16.3M |
| Sei Investments Co. | 0.02% | Add +9.4% | 170,363 | $14.8M |
| Rhumbline Advisers | 0.01% | Add +1.2% | 161,929 | $14.1M |
| Third Avenue Management LLC | 2.07% | No change | 149,284 | $13.0M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -12.6% | 116,992 | $10.2M |
| Neumeier Poma Investment Counsel LLC | 0.89% | New | 111,510 | $9.7M |
| Barclays PLC | 0.00% | Reduce -20.9% | 110,855 | $9.6M |
| Millennium Management | 0.01% | Add +36.5% | 109,983 | $9.6M |
| Captrust Financial Advisors | 0.03% | Reduce -7.8% | 108,867 | $9.5M |
| Mutual of America Capital Management LLC | 0.10% | Add +8.4% | 107,703 | $9.4M |
| Gator Capital Management, LLC | 4.59% | No change | 102,950 | $9.0M |
| Congress Asset Management Co. | 0.06% | Reduce -4.3% | 102,765 | $8.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.9% | 95,395 | $8.3M |
| STRS Ohio | 0.03% | Add +12.3% | 93,800 | $8.2M |
| Legal & General Group Plc | 0.00% | Reduce -8.9% | 93,537 | $8.1M |
| California Public Employees Retirement System | 0.01% | Add +1.3% | 92,097 | $8.0M |
| Swiss National Bank | 0.01% | No change | 90,800 | $7.9M |
| Ceredex Value Advisors LLC | 0.14% | New | 89,800 | $7.8M |
| First Trust Advisors LP | 0.01% | Reduce -0.2% | 88,422 | $7.7M |
| Invesco Ltd. | 0.00% | Reduce -12.3% | 86,059 | $7.5M |
| Renaissance Technologies | 0.01% | Add +604.4% | 80,300 | $7.0M |
| American International Group, Inc. | 0.02% | Reduce -1.7% | 79,300 | $6.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.5% | 74,012 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.9% | 73,445 | $6.4M |
| Schonfeld Strategic Advisors LLC | 0.05% | New | 73,007 | $6.4M |
| Deutsche Bank AG | 0.00% | Reduce -16.6% | 71,195 | $6.2M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -0.3% | 71,147 | $6.2M |
| Voya Investment Management LLC | 0.01% | Reduce -7.4% | 69,657 | $6.1M |
| Voloridge Investment Management, LLC | 0.02% | Add +17.9% | 67,820 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.1% | 63,105 | $5.5M |
| Credit Suisse AG/ | 0.01% | Add +2.4% | 61,881 | $5.4M |
| Franklin Resources Inc. | 0.00% | Add +423.8% | 60,921 | $5.3M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -0.1% | 58,682 | $5.1M |
| Citigroup Inc. | 0.01% | Add +9.1% | 55,772 | $4.9M |
| Retirement Systems of Alabama | 0.02% | Add +0.3% | 54,848 | $4.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.3% | 53,700 | $4.7M |
| Algert Global LLC | 0.18% | Reduce -2.5% | 53,055 | $4.6M |
| NFJ Investment Group, LLC | 0.13% | Reduce -6.8% | 52,948 | $4.6M |
| UBS Group AG | 0.00% | Reduce -24.3% | 52,755 | $4.6M |
| Man Group plc | 0.01% | Reduce -38.6% | 52,737 | $4.6M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -29.9% | 49,720 | $4.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.2% | 48,230 | $4.2M |
| California State Teachers Retirement System | 0.01% | Reduce -5.4% | 45,916 | $4.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.1% | 45,391 | $3.9M |
| GHP Investment Advisors, Inc. | 0.19% | Add +0.6% | 44,309 | $3.9M |
| Boothbay Fund Management, LLC | 0.12% | New | 44,015 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +11.4% | 44,000 | $3.8M |
| Commerce Bank | 0.02% | Add +0.2% | 40,722 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +11.1% | 40,574 | $3.5M |
| Texas Permanent School Fund Corp. | 0.03% | Add +1.4% | 38,226 | $3.3M |
| Creative Planning | 0.00% | Add +0.6% | 37,204 | $3.2M |
| Financial Counselors Inc. | 0.05% | Reduce -0.8% | 36,489 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 35,381 | $3.1M |
| Elizabeth Park Capital Advisors, Ltd. | 2.46% | No change | 34,148 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 32,847 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -37.9% | 31,762 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.9% | 30,016 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 29,755 | $2.6M |
| EJF Capital LP | 1.69% | Reduce -19.2% | 27,923 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -39.3% | 27,737 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.1% | 26,748 | $2.3M |
| PMC FIG Opportunities LLC | 3.40% | New | 26,058 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +35.0% | 24,511 | $2.1M |
| First National Bank of Omaha | 0.14% | Reduce -1.4% | 20,631 | $2.1M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 23,300 | $2.0M |
| Amalgamated Bank | 0.02% | Reduce -8.9% | 22,921 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -92.4% | 21,971 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 22,629 | $1.9M |
| Meritage Portfolio Management | 0.12% | No change | 21,721 | $1.9M |
| Keeley-Teton Advisors, LLC | 0.22% | Add +12.9% | 20,900 | $1.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -29.7% | 20,367 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.1% | 19,804 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.2% | 19,055 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +60.2% | 18,779 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.9% | 18,766 | $1.6M |
| Comerica Bank | 0.01% | Reduce -1.5% | 18,529 | $1.6M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.2% | 18,400 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 18,069 | $1.6M |
| PDT Partners, LLC | 0.15% | Add +98.5% | 17,640 | $1.5M |
| Mariner, LLC | 0.00% | Add +15.1% | 17,324 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 16,879 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.3% | 15,836 | $1.4M |
| HSBC Holdings PLC | 0.00% | Add +10.9% | 15,332 | $1.3M |
| Summit Global Investments | 0.10% | New | 14,830 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,642 | $1.3M |
| Kennedy Capital Management LLC | 0.03% | No change | 14,201 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -28.5% | 14,152 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -61.1% | 13,685 | $1.2M |
| Paragon Capital Management LLC | 0.63% | No change | 13,463 | $1.2M |
| FJ Capital Management LLC | 0.12% | New | 13,301 | $1.2M |
| US Bancorp \de | 0.00% | Add +5.0% | 12,980 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -5.6% | 19,104 | $1.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 12,725 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 12,671 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Add +2.4% | 12,600 | $1.1M |
| WINTON GROUP Ltd | 0.08% | Add +98.1% | 12,556 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.39% | New | 12,412 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.8% | 12,148 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -34.2% | 12,038 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -12.4% | 10,766 | $937K |
| State of Michigan Retirement System | 0.01% | Add +2.9% | 10,741 | $934K |
| Qube Research & Technologies Ltd | 0.00% | Add +676.3% | 10,363 | $901K |
| Royal Bank of Canada | 0.00% | Reduce -47.8% | 10,033 | $872K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,930 | $864K |
| Bailard, Inc. | 0.02% | No change | 9,929 | $864K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.3% | 9,742 | $847K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 9,662 | $840K |
| State of Wisconsin Investment Board | 0.00% | Reduce -31.4% | 9,581 | $833K |
| Trust Point Inc. | 0.06% | Add +72.3% | 9,496 | $826K |
| Keybank National Association | 0.00% | Reduce -2.2% | 9,400 | $818K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -10.3% | 8,979 | $781K |
| New Mexico Educational Retirement Board | 0.03% | No change | 8,900 | $774K |
| AXA S.A. | 0.00% | New | 8,291 | $721K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 8,008 | $697K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 8,010 | $697K |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -30.4% | 7,616 | $663K |
| Kavar Capital Partners Group, LLC | 0.12% | Add +4.2% | 7,605 | $662K |
| FAS Wealth Partners, Inc. | 0.06% | Add +0.4% | 7,354 | $640K |
| AlphaQuest LLC | 0.11% | Reduce -57.0% | 7,286 | $634K |
| Allianz Asset Management GmbH | 0.00% | No change | 6,933 | $603K |
| Pathstone Holdings, LLC | 0.00% | Add +4.8% | 6,886 | $601K |
| Versor Investments LP | 0.12% | New | 6,900 | $600K |
| Walleye Capital LLC | 0.01% | Reduce -94.5% | 6,805 | $592K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.6% | 6,651 | $579K |
| Country Club Bank | 0.04% | No change | 6,646 | $578K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.8% | 6,509 | $566K |
| Xponance LLC | 0.01% | Reduce -1.3% | 6,325 | $550K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -92.0% | 6,097 | $530K |
| ClariVest Asset Management LLC | 0.05% | Add +0.3% | 6,067 | $528K |
| WealthPlan Investment Management, LLC | 0.08% | Reduce -90.5% | 5,897 | $513K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.4% | 5,767 | $502K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.8% | 5,588 | $488K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,297 | $461K |
| Bank of Montreal | 0.00% | Add +2.5% | 5,257 | $459K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -37.4% | 7,921 | $457K |
| Quantedge Capital Pte Ltd | 0.19% | New | 5,100 | $444K |
| Atom Investors LP | 0.06% | New | 5,051 | $439K |
| Point72 Asset Management | 0.00% | Add +133.3% | 4,900 | $426K |
| Advantage Alpha Capital Partners LP | 0.08% | Reduce -25.1% | 4,874 | $424K |
| Vestcor Inc | 0.01% | New | 4,773 | $415K |
| Lazard Asset Management LLC | 0.00% | Add +167.4% | 4,768 | $414K |
| Savant Capital, LLC | 0.00% | New | 4,744 | $413K |
| State of Alaska, Department of Revenue | 0.00% | No change | 4,721 | $410K |
| LPL Financial LLC | 0.00% | Add +9.3% | 4,595 | $400K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,574 | $398K |
| Fortitude Advisory Group L.L.C. | 0.22% | No change | 4,558 | $397K |
| SG Americas Securities, LLC | 0.00% | Add +61.2% | 4,526 | $394K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -24.9% | 4,518 | $393K |
| Wolverine Asset Management LLC | 0.03% | Reduce -21.2% | 4,429 | $385K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -24.3% | 4,373 | $380K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,355 | $379K |
| New York Life Investment Management LLC | 0.00% | Reduce -27.7% | 4,327 | $376K |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.6% | 4,121 | $359K |
| Inspire Investing, LLC | 0.04% | Reduce -10.2% | 4,119 | $358K |
| Truist Financial Corp. | 0.00% | New | 4,102 | $357K |
| Pitcairn Co. | 0.02% | Add +17.6% | 4,035 | $351K |
| NJ State Employees Deferred Compensation Plan | 0.04% | No change | 4,000 | $348K |
| Atwood & Palmer Inc. | 0.02% | No change | 3,778 | $329K |
| Occudo Quantitative Strategies LP | 0.06% | New | 3,762 | $327K |
| Catalyst Funds Management Pty Ltd | 0.09% | — | 3,590 | $312K |
| Signaturefd, LLC | 0.01% | Add +1.3% | 3,547 | $309K |
| Securian Asset Management, Inc. | 0.01% | Reduce -5.4% | 3,498 | $304K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +30.6% | 3,451 | $300K |
| Koesten, Hirschmann & Crabtree, INC. | 0.19% | No change | 3,387 | $295K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.5% | 3,307 | $288K |
| Jump Financial, LLC | 0.01% | New | 3,285 | $286K |
| Profund Advisors LLC | 0.01% | Reduce -11.5% | 3,273 | $285K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,216 | $280K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.8% | 3,126 | $272K |
| ETF Store, Inc. | 0.15% | Add +0.0% | 3,010 | $262K |
| Cerity Partners LLC | 0.00% | New | 2,968 | $258K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,896 | $252K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 2,800 | $244K |
| Kornitzer Capital Management Inc. | 0.00% | Reduce -0.7% | 2,800 | $244K |
| Raymond James & Associates | 0.00% | New | 2,785 | $242K |
| Two Sigma Investments, LP | 0.00% | Add +3.1% | 2,784 | $242K |
| First National Advisers, LLC | 0.05% | New | 2,772 | $241K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +4.0% | 2,752 | $239K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.4% | 2,731 | $238K |
| Mackenzie Financial Corp. | 0.00% | No change | 2,729 | $237K |
| HighTower Advisors, LLC | 0.00% | Reduce -32.3% | 2,363 | $207K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.7% | 2,328 | $203K |
| CENTRAL TRUST Co | 0.00% | No change | 2,107 | $183K |
| Cwm, LLC | 0.00% | Add +12.8% | 1,812 | $158K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | Add +141.1% | 1,268 | $110K |
| Jones Financial Companies LLLP | 0.00% | Reduce -42.6% | 1,188 | $103K |
| KBC Group NV | 0.00% | Reduce -26.2% | 1,058 | $92K |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.1% | 1,006 | $88K |
| City State Bank | 0.03% | No change | 800 | $70K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.2% | 752 | $65K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.1% | 747 | $65K |
| NewEdge Advisors, LLC | 0.00% | New | 611 | $53K |
| State of Wyoming | 0.01% | New | 576 | $50K |
| First Horizon Advisors, Inc. | 0.00% | Add +9.2% | 547 | $48K |
| Missouri Trust & Investment Co | 0.02% | No change | 500 | $43K |
| Covestor Ltd | 0.03% | Reduce -8.5% | 486 | $42K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 465 | $41K |
| Fifth Third Bancorp | 0.00% | Add +4.6% | 366 | $32K |
| Assetmark, Inc. | 0.00% | No change | 330 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $26K |
| National Bank of Canada | 0.00% | New | 277 | $23K |
| Bokf, NA | 0.00% | New | 263 | $22K |
| Lindbrook Capital, LLC | 0.00% | Add +2.0% | 249 | $22K |
| Rise Advisors, LLC | 0.01% | New | 247 | $21K |
| Avior Wealth Management, LLC | 0.00% | New | 213 | $19K |
| Raffa Wealth Management, LLC | 0.01% | New | 208 | $18K |
| Larson Financial Group LLC | 0.00% | No change | 203 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | New | 195 | $16K |
| Allworth Financial LP | 0.00% | No change | 162 | $14K |
| GAMMA Investing LLC | 0.00% | Add +11.8% | 151 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 128 | $11K |
| Headlands Technologies LLC | 0.00% | Reduce -71.6% | 124 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 92 | $7K |
| Quent Capital, LLC | 0.00% | No change | 82 | $7K |
| Private Trust Co. NA | 0.00% | Add +8.3% | 65 | $6K |
| Key Financial Inc | 0.00% | No change | 63 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.8% | 62 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 48 | $4K |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $4K |
| Bessemer Group Inc. | 0.00% | No change | 43 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +62.1% | 47 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 44 | $4K |
| Park Place Capital Corp | 0.00% | No change | 39 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $3K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -13.2% | 33 | $3K |
| Mather Group, Llc. | 0.00% | New | 35 | $3K |
| Principal Securities, Inc. | 0.00% | Add +18.5% | 32 | $3K |
| First Financial Corp. | 0.00% | New | 32 | $3K |
| Concord Wealth Partners | 0.00% | New | 25 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 23 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 15 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -6.7% | 14 | $1K |
| Lanark Financial, Inc. | 0.00% | No change | 20 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 11 | $957 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 10 | $870 |
| Arax Advisory Partners | 0.00% | No change | 8 | $696 |
| Rothschild Investment LLC | 0.00% | New | 5 | $435 |
| Continuum Advisory, LLC | 0.00% | New | 5 | $408 |
| Versant Capital Management, Inc | 0.00% | No change | 3 | $261 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $87 |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.