Umb FinancialUMBF
13F holders, Q2 2024 (June 30)293holders +21
49new positions
29sold out
7famous investors
$83.44avg. 13F price*
At the end of Q2 2024, 293 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 21 from Q1 2024. 49 opened new positions and 29 sold out. The largest holders were BlackRock Inc. ($498.3M), UMB Bank, n.a. ($426.8M) and Vanguard Group Inc. ($374.9M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $143.7M |
| Exits | 29 | $30.2M |
All 13F filers, Q1 2024 → Q2 2024: 9,577,686 shares bought and 3,004,817 shares sold, net +6,572,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| BlackRock Inc. | 0.01% | Add +1.6% | 5,973,310 | $498.3M |
| UMB Bank, n.a. | 7.00% | Reduce -2.4% | 5,115,694 | $426.8M |
| Vanguard Group Inc. | 0.01% | Reduce -4.5% | 4,494,347 | $374.9M |
| State Street Corp. | 0.01% | Add +3.5% | 2,829,701 | $237.1M |
| Wellington Management Group LLP | 0.04% | Add +36.8% | 2,599,787 | $216.9M |
| Citadel Advisors | 0.18% | Add +9891.9% | 2,195,327 | $183.1M |
| Victory Capital Management Inc. | 0.17% | Reduce -0.6% | 1,999,475 | $166.8M |
| Allspring Global Investments Holdings, LLC | 0.27% | Add +2.6% | 1,954,762 | $163.1M |
| American Century Companies Inc. | 0.09% | Add +6.8% | 1,752,524 | $146.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +6.3% | 1,689,895 | $141.0M |
| Geode Capital Management, LLC | 0.01% | Add +5.5% | 1,093,160 | $91.2M |
| FMR LLC | 0.00% | Add +196.0% | 924,888 | $77.2M |
| ProShare Advisors LLC | 0.17% | Add +102.7% | 752,576 | $62.8M |
| Millennium Management | 0.05% | Add +567.1% | 733,734 | $61.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +62.9% | 592,849 | $49.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -34.2% | 576,200 | $48.1M |
| Northern Trust Corp. | 0.01% | Add +5.0% | 560,159 | $46.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.9% | 556,050 | $46.4M |
| Global Alpha Capital Management Ltd. | 3.30% | Add +3.2% | 542,759 | $45.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +21.1% | 517,622 | $43.2M |
| Bank of America Corp. | 0.00% | Add +49.5% | 444,731 | $37.1M |
| Azora Capital LP | 1.97% | New | 411,942 | $34.4M |
| Morgan Stanley | 0.00% | Add +20.5% | 394,917 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Add +73.7% | 363,572 | $30.3M |
| GW&K Investment Management, LLC | 0.25% | Add +40.0% | 334,083 | $27.9M |
| Boston Trust Walden Corp | 0.19% | Reduce -54.9% | 310,239 | $25.9M |
| AQR Capital Management | 0.04% | Add +52.1% | 299,270 | $24.6M |
| Voloridge Investment Management, LLC | 0.09% | Add +335.1% | 295,053 | $24.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.7% | 292,331 | $24.4M |
| Franklin Resources Inc. | 0.01% | Add +369.6% | 286,057 | $23.9M |
| Norges Bank | 0.00% | Reduce -43.2% | 270,802 | $22.6M |
| Fisher Asset Management | 0.01% | Reduce -34.3% | 267,571 | $22.3M |
| Two Sigma Investments, LP | 0.05% | Add +9442.6% | 265,665 | $22.2M |
| Basswood Capital Management, L.L.C. | 1.26% | New | 232,881 | $19.4M |
| UBS Group AG | 0.01% | Add +315.2% | 219,046 | $18.3M |
| Sei Investments Co. | 0.03% | Add +27.1% | 216,442 | $18.1M |
| Tributary Capital Management, LLC | 1.37% | Add +0.3% | 198,107 | $16.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -8.3% | 172,097 | $14.4M |
| Renaissance Technologies | 0.02% | Add +114.0% | 171,800 | $14.3M |
| Two Sigma Advisers, LP | 0.03% | New | 171,500 | $14.3M |
| Neumeier Poma Investment Counsel LLC | 1.26% | Add +47.8% | 164,855 | $13.8M |
| Rhumbline Advisers | 0.01% | Add +1.3% | 163,988 | $13.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 162,958 | $13.6M |
| Third Avenue Management LLC | 2.14% | No change | 149,284 | $12.5M |
| Ceredex Value Advisors LLC | 0.22% | Add +56.9% | 140,900 | $11.8M |
| BNP Paribas Financial Markets | 0.01% | Add +406.7% | 124,203 | $10.4M |
| Congress Asset Management Co. | 0.07% | Add +14.4% | 117,554 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -82.5% | 116,889 | $9.8M |
| Philadelphia Financial Management of San Francisco, LLC | 2.22% | New | 114,357 | $9.5M |
| Invesco Ltd. | 0.00% | Add +31.0% | 112,745 | $9.4M |
| Captrust Financial Advisors | 0.03% | Add +0.7% | 109,614 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +73.5% | 109,467 | $9.1M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -1.5% | 106,097 | $8.9M |
| First Trust Advisors LP | 0.01% | Add +15.0% | 101,670 | $8.5M |
| Gator Capital Management, LLC | 4.26% | Reduce -2.2% | 100,650 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 94,341 | $7.9M |
| STRS Ohio | 0.03% | Reduce -1.3% | 92,600 | $7.7M |
| D. E. Shaw & Co. | 0.01% | Add +188.0% | 91,485 | $7.6M |
| Swiss National Bank | 0.01% | Add +0.3% | 91,100 | $7.6M |
| Legal & General Group Plc | 0.00% | Reduce -5.3% | 88,603 | $7.4M |
| Peregrine Capital Management LLC | 0.21% | New | 87,600 | $7.3M |
| California Public Employees Retirement System | 0.01% | Reduce -5.9% | 86,699 | $7.2M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +17.4% | 83,532 | $7.0M |
| Rafferty Asset Management, LLC | 0.03% | Add +63.3% | 81,178 | $6.8M |
| Prudential Financial Inc. | 0.01% | Add +573.9% | 81,127 | $6.8M |
| Cubist Systematic Strategies, LLC | 0.12% | Add +958.2% | 80,594 | $6.7M |
| Corebridge Financial, Inc. | 0.04% | — | 79,285 | $6.6M |
| Brown Advisory Inc. | 0.01% | Reduce -81.7% | 75,469 | $6.3M |
| Maltese Capital Management LLC | 1.13% | New | 72,578 | $6.1M |
| Deutsche Bank AG | 0.00% | Reduce -2.7% | 69,244 | $5.8M |
| Man Group plc | 0.02% | Add +30.6% | 68,884 | $5.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -7.4% | 68,512 | $5.7M |
| Bank of Montreal | 0.00% | Add +1189.8% | 67,802 | $5.7M |
| Citigroup Inc. | 0.01% | Add +20.1% | 67,001 | $5.6M |
| Barclays PLC | 0.00% | Reduce -44.9% | 61,107 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.6% | 60,494 | $5.0M |
| Systematic Financial Management LP | 0.15% | New | 59,495 | $5.0M |
| Great Lakes Advisors, LLC | 0.04% | Add +0.4% | 58,892 | $4.9M |
| Voya Investment Management LLC | 0.01% | Reduce -15.8% | 58,684 | $4.9M |
| Algert Global LLC | 0.16% | Add +8.8% | 57,718 | $4.8M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -22.1% | 56,851 | $4.7M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.3% | 54,145 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.4% | 53,900 | $4.5M |
| Jane Street Group, LLC | 0.00% | Add +90.4% | 52,810 | $4.4M |
| NFJ Investment Group, LLC | 0.13% | Reduce -7.4% | 49,012 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Add +6.2% | 48,183 | $4.0M |
| Financial Counselors Inc. | 0.06% | Add +28.3% | 46,822 | $3.9M |
| Wedge Capital Management L L P | 0.07% | New | 45,644 | $3.8M |
| California State Teachers Retirement System | 0.00% | Reduce -1.4% | 45,278 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +10.8% | 44,954 | $3.8M |
| GHP Investment Advisors, Inc. | 0.18% | Reduce -0.5% | 44,105 | $3.7M |
| Commerce Bank | 0.02% | Add +2.1% | 41,566 | $3.5M |
| Federated Hermes, Inc. | 0.01% | Add +519.6% | 41,211 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +108.7% | 39,758 | $3.3M |
| Creative Planning | 0.00% | Add +6.6% | 39,657 | $3.3M |
| Interval Partners, LP | 0.10% | New | 39,394 | $3.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 39,000 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +10.4% | 36,279 | $3.0M |
| Hussman Strategic Advisors, Inc. | 0.72% | New | 31,500 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.4% | 31,357 | $2.6M |
| Comerica Bank | 0.01% | Add +68.5% | 31,219 | $2.6M |
| Squarepoint Ops LLC | 0.01% | New | 31,074 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 30,031 | $2.5M |
| Jump Financial, LLC | 0.05% | Add +741.8% | 27,652 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.3% | 26,842 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -41.7% | 25,647 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 23,927 | $2.0M |
| Bridgeway Capital Management, LLC | 0.05% | No change | 23,300 | $1.9M |
| Canada Pension Plan Investment Board | 0.00% | New | 23,300 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 22,778 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +42.0% | 22,484 | $1.9M |
| EJF Capital LP | 1.36% | Reduce -21.3% | 21,981 | $1.8M |
| Meritage Portfolio Management | 0.11% | No change | 21,721 | $1.8M |
| Amalgamated Bank | 0.02% | Reduce -7.0% | 21,328 | $1.8M |
| First National Bank of Omaha | 0.12% | Add +1.5% | 20,948 | $1.7M |
| Keeley-Teton Advisors, LLC | 0.22% | Reduce -2.2% | 20,431 | $1.7M |
| AXA S.A. | 0.00% | Add +134.8% | 19,463 | $1.6M |
| New York State Common Retirement Fund | 0.00% | Add +7.2% | 19,374 | $1.6M |
| Natixis Advisors, LLC | 0.00% | New | 19,132 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Add +0.4% | 18,851 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -18.1% | 18,529 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 18,400 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -7.2% | 18,384 | $1.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -62.5% | 18,111 | $1.5M |
| Hennessy Advisors Inc. | 0.06% | New | 18,000 | $1.5M |
| AlphaQuest LLC | 0.20% | Add +144.1% | 17,784 | $1.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.6% | 17,715 | $1.5M |
| HRT Financial LP | 0.01% | New | 17,489 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +2195.3% | 17,261 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -2.0% | 16,978 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,879 | $1.4M |
| ClariVest Asset Management LLC | 0.14% | Add +161.9% | 15,888 | $1.3M |
| Allianz Asset Management GmbH | 0.00% | Add +128.8% | 15,866 | $1.3M |
| Danske Bank A/S | 0.00% | New | 15,179 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,642 | $1.2M |
| King Luther Capital Management Corp. | 0.01% | New | 14,296 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -2.8% | 13,751 | $1.1M |
| Paragon Capital Management LLC | 0.61% | No change | 13,463 | $1.1M |
| US Bancorp \de | 0.00% | Add +0.8% | 13,086 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +2.3% | 12,962 | $1.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 12,725 | $1.1M |
| Raymond James & Associates | 0.00% | Add +347.1% | 12,451 | $1.0M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -1.6% | 12,400 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +9.6% | 11,359 | $948K |
| WINTON GROUP Ltd | 0.06% | Reduce -10.1% | 11,283 | $941K |
| Guggenheim Capital LLC | 0.01% | Reduce -19.0% | 11,079 | $924K |
| Convergence Investment Partners, LLC | 0.26% | New | 10,708 | $893K |
| State of Michigan Retirement System | 0.00% | Reduce -1.9% | 10,541 | $879K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.4% | 10,455 | $872K |
| Intech Investment Management LLC | 0.01% | New | 9,804 | $818K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.5% | 9,791 | $817K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.6% | 9,723 | $811K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -22.1% | 9,458 | $789K |
| Trust Point Inc. | 0.06% | Reduce -0.4% | 9,454 | $789K |
| Keybank National Association | 0.00% | No change | 9,400 | $784K |
| FAS Wealth Partners, Inc. | 0.07% | Add +25.7% | 9,241 | $771K |
| Atom Investors LP | 0.08% | Add +82.9% | 9,237 | $771K |
| PDT Partners, LLC | 0.07% | Reduce -48.3% | 9,116 | $760K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -15.8% | 9,066 | $756K |
| Handelsbanken Fonder AB | 0.00% | Reduce -9.1% | 9,030 | $753K |
| New Mexico Educational Retirement Board | 0.03% | No change | 8,900 | $742K |
| Engineers Gate Manager LP | 0.02% | New | 8,619 | $719K |
| Quadrature Capital Ltd | 0.01% | New | 8,495 | $709K |
| Edgestream Partners, L.P. | 0.03% | New | 8,310 | $693K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 8,060 | $672K |
| Cornercap Investment Counsel Inc. | 0.11% | New | 7,741 | $646K |
| Brevan Howard Capital Management LP | 0.04% | New | 7,668 | $640K |
| LPL Financial LLC | 0.00% | Add +66.8% | 7,664 | $639K |
| Kavar Capital Partners Group, LLC | 0.11% | Reduce -2.7% | 7,402 | $617K |
| Lazard Asset Management LLC | 0.00% | Add +54.3% | 7,358 | $613K |
| Pathstone Holdings, LLC | 0.00% | Add +5.2% | 7,247 | $606K |
| Quantedge Capital Pte Ltd | 0.20% | Add +31.4% | 6,700 | $559K |
| Commonwealth Equity Services, LLC | 0.00% | Add +61.6% | 6,659 | $556K |
| Pacer Advisors, Inc. | 0.00% | Add +1.1% | 6,578 | $549K |
| Country Club Bank | 0.04% | No change | 6,646 | $545K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -19.8% | 6,425 | $536K |
| HSBC Holdings PLC | 0.00% | Reduce -58.8% | 6,312 | $524K |
| Inceptionr LLC | 0.15% | New | 6,250 | $521K |
| Bailard, Inc. | 0.01% | Reduce -37.4% | 6,216 | $519K |
| Xponance LLC | 0.01% | Reduce -5.4% | 5,986 | $499K |
| Summit Global Investments | 0.04% | Reduce -59.7% | 5,977 | $499K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -26.1% | 5,851 | $488K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 5,733 | $478K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.3% | 5,602 | $469K |
| Mackenzie Financial Corp. | 0.00% | Add +104.3% | 5,575 | $465K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +60.8% | 5,550 | $463K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,297 | $442K |
| Atria Investments, Inc | 0.01% | New | 5,110 | $426K |
| Black Maple Capital Management LP | 0.31% | New | 5,000 | $417K |
| State of Wisconsin Investment Board | 0.00% | Reduce -48.5% | 4,930 | $411K |
| Aquatic Capital Management LLC | 0.01% | New | 4,800 | $400K |
| State of Alaska, Department of Revenue | 0.00% | No change | 4,721 | $393K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,574 | $382K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +37.7% | 4,553 | $380K |
| Fortitude Advisory Group L.L.C. | 0.23% | Reduce -0.2% | 4,549 | $379K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -96.2% | 4,470 | $373K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -24.2% | 4,469 | $373K |
| Advantage Alpha Capital Partners LP | 0.08% | Reduce -9.5% | 4,410 | $368K |
| Pitcairn Co. | 0.02% | Add +7.9% | 4,352 | $363K |
| Tudor Investment Corporation | 0.00% | New | 4,312 | $360K |
| Truist Financial Corp. | 0.00% | Add +3.3% | 4,238 | $354K |
| Inspire Investing, LLC | 0.04% | Add +2.3% | 4,215 | $352K |
| Graham Capital Management, L.P. | 0.02% | New | 4,048 | $338K |
| L. Roy Papp & Associates, LLP | 0.04% | Reduce -7.5% | 4,030 | $336K |
| Farmers & Merchants Investments Inc. | 0.01% | Reduce -11.1% | 4,018 | $335K |
| NJ State Employees Deferred Compensation Plan | 0.04% | No change | 4,000 | $334K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 3,910 | $326K |
| Royal Bank of Canada | 0.00% | Reduce -61.3% | 3,883 | $325K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +24.1% | 3,880 | $324K |
| AlphaMark Advisors, LLC | 0.11% | New | 3,845 | $321K |
| nVerses Capital, LLC | 0.19% | New | 3,800 | $317K |
| Atwood & Palmer Inc. | 0.02% | No change | 3,778 | $315K |
| Gallagher Fiduciary Advisors, LLC | 0.07% | New | 3,718 | $310K |
| Koesten, Hirschmann & Crabtree, INC. | 0.19% | No change | 3,387 | $295K |
| Bridgefront Capital, LLC | 0.12% | New | 3,510 | $293K |
| Securian Asset Management, Inc. | 0.01% | No change | 3,498 | $292K |
| Profund Advisors LLC | 0.01% | Add +6.7% | 3,493 | $291K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -42.9% | 3,483 | $291K |
| Signaturefd, LLC | 0.01% | Reduce -2.0% | 3,475 | $290K |
| Vontobel Holding Ltd. | 0.00% | New | 3,232 | $270K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,216 | $268K |
| First National Advisers, LLC | 0.05% | Add +10.0% | 3,048 | $254K |
| ETF Store, Inc. | 0.25% | Reduce -3.4% | 2,908 | $243K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.1% | 2,805 | $234K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,800 | $234K |
| Kornitzer Capital Management Inc. | 0.00% | No change | 2,800 | $234K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.3% | 2,724 | $227K |
| Campbell & CO Investment Adviser LLC | 0.02% | Reduce -43.6% | 2,465 | $206K |
| Cerity Partners LLC | 0.00% | Reduce -17.4% | 2,452 | $205K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1108.2% | 2,356 | $192K |
| Cwm, LLC | 0.00% | Add +7.1% | 1,941 | $162K |
| 1620 Investment Advisors, Inc. | 0.10% | New | 1,535 | $128K |
| SG Americas Securities, LLC | 0.00% | Reduce -67.7% | 1,462 | $122K |
| State of Wyoming | 0.02% | Add +152.4% | 1,454 | $121K |
| CENTRAL TRUST Co | 0.00% | Reduce -34.5% | 1,379 | $115K |
| KBC Group NV | 0.00% | Add +24.2% | 1,314 | $110K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Reduce -13.4% | 1,098 | $92K |
| Jones Financial Companies LLLP | 0.00% | Reduce -17.5% | 980 | $82K |
| EntryPoint Capital, LLC | 0.03% | New | 831 | $69K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 748 | $62K |
| NewEdge Advisors, LLC | 0.00% | Add +6.5% | 651 | $54K |
| First Horizon Advisors, Inc. | 0.00% | Add +6.2% | 581 | $48K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.7% | 546 | $46K |
| Missouri Trust & Investment Co | 0.02% | No change | 500 | $42K |
| Assetmark, Inc. | 0.00% | Add +42.4% | 470 | $39K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 465 | $39K |
| Fifth Third Bancorp | 0.00% | Add +15.3% | 422 | $35K |
| Allworth Financial LP | 0.00% | Add +126.5% | 367 | $35K |
| Covestor Ltd | 0.02% | Reduce -32.3% | 329 | $27K |
| City State Bank | 0.01% | Reduce -62.5% | 300 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $25K |
| Lindbrook Capital, LLC | 0.00% | Add +8.4% | 270 | $23K |
| Arax Advisory Partners | 0.00% | Add +3150.0% | 260 | $22K |
| GAMMA Investing LLC | 0.00% | Add +72.2% | 260 | $22K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 248 | $21K |
| Raffa Wealth Management, LLC | 0.00% | No change | 208 | $17K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 204 | $17K |
| Bokf, NA | 0.00% | Reduce -33.1% | 176 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 128 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.2% | 94 | $10K |
| Picton Mahoney Asset Management | 0.00% | New | 88 | $8K |
| Quent Capital, LLC | 0.00% | No change | 82 | $7K |
| Private Trust Co. NA | 0.00% | Add +7.7% | 70 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +37.5% | 66 | $5K |
| Key Financial Inc | 0.00% | No change | 63 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 60 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -3.2% | 60 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 43 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 44 | $4K |
| Global Retirement Partners, LLC | 0.00% | New | 40 | $3K |
| Mather Group, Llc. | 0.00% | No change | 35 | $3K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +52.2% | 35 | $3K |
| First Financial Corp. | 0.00% | No change | 32 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 32 | $3K |
| Hexagon Capital Partners LLC | 0.00% | New | 29 | $2K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -24.2% | 25 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -6.7% | 14 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 14 | $1K |
| Blue Trust, Inc. | 0.00% | New | 12 | $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 | $918 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +10.0% | 11 | $918 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 10 | $834 |
| Continuum Advisory, LLC | 0.00% | Add +20.0% | 6 | $501 |
| Rothschild Investment LLC | 0.00% | No change | 5 | $417 |
| Huntington National Bank | 0.00% | New | 4 | $334 |
| Versant Capital Management, Inc | 0.00% | No change | 3 | $250 |
| Quarry LP | 0.00% | New | 3 | $250 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $84 |
| Clear Point Advisors Inc. | 0.00% | New | 1 | $83 |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.