Umb FinancialUMBF
13F holders, Q3 2024 (September 30)324holders +31
61new positions
27sold out
7famous investors
$105.14avg. 13F price*
At the end of Q3 2024, 324 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 31 from Q2 2024. 61 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($622.7M), Vanguard Group Inc. ($495.5M) and UMB Bank, n.a. ($494.0M). 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 (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $138.8M |
| Exits | 27 | $25.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,812,582 shares bought and 3,862,840 shares sold, net +949,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| BlackRock, Inc. | 0.01% | — | 5,924,488 | $622.7M |
| Vanguard Group Inc. | 0.01% | Add +4.9% | 4,713,974 | $495.5M |
| UMB Bank, n.a. | 7.69% | Reduce -8.1% | 4,699,561 | $494.0M |
| State Street Corp. | 0.01% | Reduce -0.2% | 2,824,651 | $298.0M |
| Citadel Advisors | 0.24% | Reduce -1.6% | 2,160,505 | $227.1M |
| American Century Companies Inc. | 0.12% | Add +11.2% | 1,948,027 | $204.8M |
| Wellington Management Group LLP | 0.04% | Reduce -26.2% | 1,919,181 | $201.7M |
| Allspring Global Investments Holdings, LLC | 0.31% | Reduce -3.6% | 1,883,750 | $198.0M |
| Victory Capital Management Inc. | 0.17% | Reduce -18.6% | 1,627,567 | $171.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.7% | 1,594,423 | $167.6M |
| Geode Capital Management, LLC | 0.01% | Add +1.9% | 1,114,251 | $117.1M |
| FMR LLC | 0.01% | Add +2.7% | 949,687 | $99.8M |
| Principal Financial Group Inc. | 0.05% | Add +403.7% | 866,848 | $91.1M |
| Millennium Management | 0.08% | Add +15.8% | 849,369 | $89.3M |
| GW&K Investment Management, LLC | 0.59% | Add +95.6% | 653,498 | $68.7M |
| Bank of America Corp. | 0.01% | Add +34.1% | 596,313 | $62.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.3% | 580,174 | $61.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.2% | 580,030 | $61.0M |
| Global Alpha Capital Management Ltd. | 3.77% | Add +1.7% | 552,159 | $58.0M |
| Northern Trust Corp. | 0.01% | Reduce -2.1% | 548,367 | $57.6M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -2.8% | 503,386 | $52.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.0% | 483,966 | $50.9M |
| Zurich Insurance Group Ltd | 0.41% | New | 461,714 | $48.5M |
| Azora Capital LP | 2.28% | Reduce -2.7% | 400,978 | $42.1M |
| Captrust Financial Advisors | 0.12% | Add +258.0% | 392,397 | $41.2M |
| Morgan Stanley | 0.00% | Reduce -7.7% | 364,492 | $38.3M |
| Nuveen Asset Management, LLC | 0.01% | Add +23.2% | 360,106 | $37.9M |
| AQR Capital Management | 0.05% | Add +20.2% | 359,693 | $37.4M |
| ProShare Advisors LLC | 0.09% | Reduce -54.5% | 342,218 | $36.0M |
| Systematic Financial Management LP | 0.86% | Add +438.8% | 320,550 | $33.7M |
| Neumeier Poma Investment Counsel LLC | 3.20% | Add +94.0% | 319,740 | $33.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 317,180 | $33.3M |
| Franklin Resources Inc. | 0.01% | Reduce -1.3% | 282,358 | $30.9M |
| Boston Trust Walden Corp | 0.20% | Reduce -12.1% | 272,562 | $28.6M |
| Fisher Asset Management | 0.01% | Reduce -2.5% | 260,810 | $27.4M |
| UBS Group AG | 0.01% | Add +16.5% | 255,283 | $26.8M |
| Sei Investments Co. | 0.03% | Add +11.3% | 240,963 | $25.3M |
| Invesco Ltd. | 0.00% | Add +109.3% | 235,942 | $24.8M |
| Barclays PLC | 0.01% | Add +278.8% | 231,482 | $24.3M |
| Two Sigma Investments, LP | 0.06% | Reduce -14.3% | 227,594 | $23.9M |
| Tributary Capital Management, LLC | 1.61% | Reduce -0.4% | 197,302 | $20.7M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -36.9% | 186,311 | $19.6M |
| Holocene Advisors, LP | 0.08% | New | 179,219 | $18.8M |
| Rhumbline Advisers | 0.01% | Reduce -4.2% | 157,132 | $16.5M |
| Ceredex Value Advisors LLC | 0.29% | Reduce -0.5% | 140,200 | $14.8M |
| Kodai Capital Management LP | 0.30% | New | 137,873 | $14.5M |
| Two Sigma Advisers, LP | 0.03% | Reduce -22.6% | 132,700 | $13.9M |
| First Trust Advisors LP | 0.01% | Add +25.4% | 127,484 | $13.4M |
| Renaissance Technologies | 0.02% | Reduce -27.6% | 124,400 | $13.1M |
| Emerald Advisers, LLC | 0.50% | New | 122,415 | $12.9M |
| Basswood Capital Management, L.L.C. | 0.66% | Reduce -47.7% | 121,787 | $12.8M |
| Maltese Capital Management LLC | 2.02% | Add +61.8% | 117,400 | $12.3M |
| Congress Asset Management Co. | 0.08% | Reduce -1.1% | 116,255 | $12.2M |
| Norges Bank | 0.00% | Reduce -57.2% | 115,820 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.6% | 113,787 | $12.0M |
| Third Avenue Management LLC | 1.91% | Reduce -25.7% | 110,896 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +82.5% | 110,397 | $11.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.8% | 106,372 | $11.2M |
| STRS Ohio | 0.04% | Add +12.5% | 104,200 | $11.0M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -3.1% | 102,795 | $10.8M |
| Gator Capital Management, LLC | 4.68% | No change | 100,650 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 93,243 | $9.8M |
| Emerald Mutual Fund Advisers Trust | 0.51% | New | 92,994 | $9.8M |
| Prudential Financial Inc. | 0.01% | Add +14.3% | 92,732 | $9.7M |
| Legal & General Group Plc | 0.00% | Add +2.5% | 90,798 | $9.5M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 90,400 | $9.5M |
| California Public Employees Retirement System | 0.01% | Add +2.8% | 89,100 | $9.4M |
| Interval Partners, LP | 0.27% | Add +124.9% | 88,589 | $9.3M |
| Citigroup Inc. | 0.01% | Add +28.5% | 86,109 | $9.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +168.7% | 84,245 | $8.9M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -1.4% | 82,337 | $8.7M |
| Rafferty Asset Management, LLC | 0.03% | Add +0.9% | 81,917 | $8.6M |
| Corebridge Financial, Inc. | 0.04% | Reduce -4.0% | 76,112 | $8.0M |
| Deutsche Bank AG | 0.00% | Add +9.6% | 75,897 | $8.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -53.5% | 75,800 | $8.0M |
| Brown Advisory Inc. | 0.01% | Reduce -2.0% | 73,964 | $7.8M |
| Peregrine Capital Management LLC | 0.23% | Reduce -17.5% | 72,276 | $7.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -29.2% | 64,808 | $6.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -12.8% | 59,712 | $6.3M |
| AXA S.A. | 0.02% | Add +203.2% | 59,009 | $6.2M |
| Federated Hermes, Inc. | 0.01% | Add +38.5% | 57,059 | $6.0M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.5% | 53,886 | $5.7M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -9.8% | 53,116 | $5.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.7% | 52,462 | $5.5M |
| Brant Point Investment Management LLC | 1.20% | New | 50,000 | $5.3M |
| Voya Investment Management LLC | 0.01% | Reduce -17.0% | 48,699 | $5.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.7% | 47,381 | $5.0M |
| King Luther Capital Management Corp. | 0.02% | Add +229.6% | 47,116 | $5.0M |
| Financial Counselors Inc. | 0.07% | Reduce -0.8% | 46,422 | $4.9M |
| NFJ Investment Group, LLC | 0.14% | Reduce -6.3% | 45,930 | $4.8M |
| Wedge Capital Management L L P | 0.08% | Reduce -1.7% | 44,877 | $4.7M |
| GHP Investment Advisors, Inc. | 0.22% | Add +1.4% | 44,716 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 44,611 | $4.7M |
| California State Teachers Retirement System | 0.01% | Reduce -3.5% | 43,692 | $4.6M |
| Commerce Bank | 0.03% | Add +0.3% | 41,708 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Add +33.9% | 41,604 | $4.4M |
| Cubist Systematic Strategies, LLC | 0.06% | Reduce -50.0% | 40,298 | $4.2M |
| Raymond James & Associates | 0.00% | Add +210.3% | 38,637 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.3% | 37,858 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -31.9% | 35,964 | $3.8M |
| HBK Investments L P | 0.08% | New | 35,316 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +41.8% | 31,883 | $3.4M |
| EJF Capital LP | 2.23% | Add +44.4% | 31,743 | $3.3M |
| Hussman Strategic Advisors, Inc. | 0.81% | No change | 31,500 | $3.3M |
| Creative Planning | 0.00% | Reduce -21.0% | 31,326 | $3.3M |
| Comerica Bank | 0.01% | Reduce -2.1% | 30,553 | $3.2M |
| Bridgeway Capital Management, LLC | 0.07% | Add +30.0% | 30,300 | $3.2M |
| ExodusPoint Capital Management, LP | 0.03% | New | 30,073 | $3.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +24.9% | 29,100 | $3.1M |
| Natixis Advisors, LLC | 0.01% | Add +51.2% | 28,935 | $3.0M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.9% | 27,371 | $2.9M |
| Man Group plc | 0.01% | Reduce -60.8% | 27,000 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.4% | 26,942 | $2.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +7.6% | 24,518 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -8.3% | 23,507 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.9% | 22,513 | $2.4M |
| Meritage Portfolio Management | 0.14% | No change | 21,721 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | New | 21,450 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +767.4% | 21,269 | $2.2M |
| Mariner, LLC | 0.00% | Add +23.1% | 20,903 | $2.2M |
| First National Bank of Omaha | 0.14% | Reduce -1.4% | 20,650 | $2.2M |
| Keeley-Teton Advisors, LLC | 0.24% | No change | 20,431 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -49.7% | 20,002 | $2.1M |
| Amalgamated Bank | 0.02% | Reduce -6.3% | 19,985 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +359.7% | 19,482 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -19.3% | 19,322 | $2.0M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 18,529 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 18,400 | $1.9M |
| Jupiter Asset Management Ltd. | 0.02% | New | 18,340 | $1.9M |
| Hennessy Advisors Inc. | 0.06% | No change | 18,000 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.2% | 17,675 | $1.9M |
| AlphaQuest LLC | 0.16% | Reduce -4.2% | 17,033 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,879 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -9.2% | 16,446 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -11.3% | 16,314 | $1.7M |
| Paragon Capital Management LLC | 0.86% | Add +17.4% | 15,803 | $1.7M |
| Pinebridge Investments, L.P. | 0.01% | New | 15,653 | $1.6M |
| Danske Bank A/S | 0.01% | Add +3.0% | 15,638 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.48% | New | 15,500 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -3.4% | 15,333 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +281.3% | 14,805 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,642 | $1.5M |
| Cinctive Capital Management LP | 0.09% | New | 14,415 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Reduce -28.4% | 13,874 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -0.8% | 13,645 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +2.9% | 13,335 | $1.4M |
| Intech Investment Management LLC | 0.02% | Add +35.8% | 13,311 | $1.4M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 12,725 | $1.3M |
| ClariVest Asset Management LLC | 0.14% | No change | 15,888 | $1.3M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.8% | 12,300 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +16.4% | 11,013 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 10,656 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | New | 10,656 | $1.1M |
| State of Michigan Retirement System | 0.01% | No change | 10,541 | $1.1M |
| Sterling Capital Management LLC | 0.01% | — | 10,501 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,455 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -9.1% | 10,068 | $1.1M |
| Convergence Investment Partners, LLC | 0.28% | Reduce -6.4% | 10,021 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.5% | 9,841 | $1.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.6% | 9,778 | $1.0M |
| Trust Point Inc. | 0.07% | Reduce -4.2% | 9,054 | $952K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,030 | $949K |
| SummerHaven Investment Management, LLC | 0.58% | New | 9,023 | $948K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.6% | 9,016 | $948K |
| US Bancorp \de | 0.00% | Reduce -31.8% | 8,923 | $938K |
| PDT Partners, LLC | 0.08% | Reduce -2.2% | 8,916 | $937K |
| New Mexico Educational Retirement Board | 0.03% | No change | 8,900 | $935K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +54.0% | 8,547 | $935K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 8,065 | $848K |
| Hancock Whitney Corp. | 0.03% | New | 8,022 | $843K |
| Oppenheimer Asset Management Inc. | 0.01% | New | 7,908 | $831K |
| PNC Financial Services Group, Inc. | 0.00% | Add +35.4% | 7,763 | $816K |
| FAS Wealth Partners, Inc. | 0.06% | Reduce -16.7% | 7,694 | $809K |
| Atria Investments, Inc | 0.01% | Add +49.1% | 7,619 | $801K |
| LPL Financial LLC | 0.00% | Reduce -2.4% | 7,484 | $787K |
| Keybank National Association | 0.00% | Reduce -20.7% | 7,452 | $783K |
| Pathstone Holdings, LLC | 0.00% | Add +2.3% | 7,410 | $780K |
| Kavar Capital Partners Group, LLC | 0.12% | No change | 7,402 | $778K |
| Choreo, LLC | 0.01% | New | 7,675 | $776K |
| Bailard, Inc. | 0.02% | Add +16.1% | 7,216 | $758K |
| Country Club Bank | 0.05% | Reduce -0.7% | 6,602 | $687K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.9% | 6,450 | $678K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 6,425 | $675K |
| Brevan Howard Capital Management LP | 0.03% | Reduce -18.2% | 6,272 | $659K |
| Teacher Retirement System of Texas | 0.00% | Reduce -67.2% | 6,175 | $649K |
| Centiva Capital, LP | 0.03% | New | 6,135 | $645K |
| Xponance LLC | 0.01% | Add +0.9% | 6,040 | $635K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -84.6% | 6,000 | $631K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 5,851 | $615K |
| Landscape Capital Management, L.L.C. | 0.06% | Add +48.1% | 5,792 | $609K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +26.9% | 5,778 | $607K |
| Jones Financial Companies LLLP | 0.00% | Add +467.1% | 5,558 | $584K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.4% | 5,526 | $583K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.4% | 5,422 | $570K |
| Bank of Montreal | 0.00% | Reduce -92.1% | 5,384 | $561K |
| Advantage Alpha Capital Partners LP | 0.13% | Add +19.4% | 5,267 | $554K |
| Seven Eight Capital, LP | 0.05% | New | 5,165 | $543K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.3% | 5,066 | $532K |
| HSBC Holdings PLC | 0.00% | Reduce -22.3% | 4,905 | $517K |
| Gallagher Fiduciary Advisors, LLC | 0.10% | Add +31.9% | 4,902 | $515K |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.1% | 4,630 | $487K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,574 | $481K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -92.0% | 4,557 | $479K |
| WealthPlan Investment Management, LLC | 0.05% | Add +0.1% | 4,475 | $470K |
| Fortitude Advisory Group L.L.C. | 0.28% | Reduce -8.7% | 4,153 | $437K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.4% | 4,088 | $430K |
| Teza Capital Management LLC | 0.05% | New | 4,067 | $427K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,030 | $424K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 4,018 | $422K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 4,000 | $420K |
| Cookson Peirce & Co. Inc. | 0.02% | New | 3,961 | $416K |
| Pitcairn Co. | 0.02% | Reduce -9.0% | 3,959 | $416K |
| Inspire Investing, LLC | 0.04% | Reduce -6.7% | 3,934 | $414K |
| Profund Advisors LLC | 0.02% | Add +12.1% | 3,916 | $412K |
| Avantax Advisory Services, Inc. | 0.00% | New | 3,827 | $402K |
| Crestline Management, L.P. | 0.02% | New | 3,796 | $399K |
| Atwood & Palmer Inc. | 0.03% | No change | 3,778 | $397K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -45.4% | 3,636 | $382K |
| Neuberger Berman Group LLC | 0.00% | New | 3,533 | $371K |
| Signaturefd, LLC | 0.01% | Add +1.1% | 3,515 | $369K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 3,448 | $362K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.9% | 3,398 | $357K |
| AlphaMark Advisors, LLC | 0.12% | Reduce -11.6% | 3,399 | $357K |
| Koesten, Hirschmann & Crabtree, INC. | 0.21% | No change | 3,387 | $356K |
| Hamilton Capital Partners Inc. | 0.03% | New | 3,330 | $350K |
| First National Advisers, LLC | 0.06% | Add +8.6% | 3,310 | $348K |
| CIBC Private Wealth Group LLC | 0.00% | Add +40.0% | 3,299 | $347K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,216 | $338K |
| Assetmark, Inc. | 0.00% | Add +572.8% | 3,162 | $332K |
| NewEdge Advisors, LLC | 0.00% | Add +383.1% | 3,145 | $331K |
| Cornercap Investment Counsel Inc. | 0.10% | Reduce -60.1% | 3,091 | $325K |
| Wolverine Trading, LLC | 0.01% | New | 3,005 | $313K |
| ETF Store, Inc. | 0.31% | No change | 2,908 | $306K |
| Mackenzie Financial Corp. | 0.00% | Reduce -48.5% | 2,869 | $302K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 2,831 | $298K |
| WINTON GROUP Ltd | 0.02% | Reduce -75.2% | 2,803 | $295K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 2,800 | $294K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,800 | $294K |
| Quadrant Capital Group LLC | 0.02% | Add +0.1% | 2,726 | $287K |
| Vontobel Holding Ltd. | 0.00% | Reduce -17.4% | 2,668 | $280K |
| Monument Capital Management | 0.08% | New | 2,665 | $280K |
| State of Wyoming | 0.04% | Add +80.1% | 2,618 | $275K |
| Cwm, LLC | 0.00% | Add +29.3% | 2,510 | $264K |
| Corton Capital Inc. | 0.13% | New | 2,488 | $262K |
| Cresset Asset Management, LLC | 0.00% | New | 2,477 | $261K |
| SG Americas Securities, LLC | 0.00% | Add +69.5% | 2,478 | $260K |
| Savant Capital, LLC | 0.00% | New | 2,389 | $251K |
| Engineers Gate Manager LP | 0.00% | Reduce -72.4% | 2,380 | $250K |
| Regions Financial Corp. | 0.00% | New | 2,319 | $244K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,231 | $235K |
| Greenleaf Trust | 0.00% | New | 2,221 | $233K |
| Walleye Capital LLC | 0.00% | New | 2,195 | $231K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,071 | $218K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -88.2% | 2,036 | $214K |
| nVerses Capital, LLC | 0.10% | Reduce -47.4% | 2,000 | $210K |
| MML Investors Services, LLC | 0.00% | New | 1,978 | $208K |
| Heritage Family Offices, LLP | 0.10% | New | 1,934 | $203K |
| 1620 Investment Advisors, Inc. | 0.12% | Reduce -1.9% | 1,505 | $158K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,485 | $156K |
| Headlands Technologies LLC | 0.02% | New | 1,414 | $149K |
| Lazard Asset Management LLC | 0.00% | Reduce -81.6% | 1,356 | $142K |
| KBC Group NV | 0.00% | No change | 1,314 | $138K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.05% | New | 1,200 | $126K |
| CENTRAL TRUST Co | 0.00% | Reduce -19.0% | 1,117 | $117K |
| Aquatic Capital Management LLC | 0.00% | Reduce -81.3% | 900 | $95K |
| Point72 Asset Management | 0.00% | New | 793 | $83K |
| Parallel Advisors, LLC | 0.00% | Add +0.4% | 751 | $79K |
| AdvisorNet Financial, Inc | 0.01% | New | 738 | $78K |
| First Horizon Advisors, Inc. | 0.00% | No change | 581 | $61K |
| Fifth Third Bancorp | 0.00% | Add +6.4% | 449 | $47K |
| Covestor Ltd | 0.03% | Add +31.0% | 431 | $45K |
| Allworth Financial LP | 0.00% | Reduce -3.3% | 355 | $37K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.6% | 335 | $35K |
| GAMMA Investing LLC | 0.00% | Add +28.5% | 334 | $35K |
| City State Bank | 0.01% | No change | 300 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $32K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.9% | 265 | $28K |
| Arax Advisory Partners | 0.00% | Reduce -2.3% | 254 | $27K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 249 | $26K |
| V-Square Quantitative Management LLC | 0.00% | New | 243 | $26K |
| USA Financial Formulas | 0.00% | New | 215 | $23K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 205 | $22K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 181 | $19K |
| Baldwin Wealth Partners LLC | 0.00% | New | 147 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 128 | $13K |
| Bessemer Group Inc. | 0.00% | Add +195.3% | 127 | $13K |
| Hexagon Capital Partners LLC | 0.00% | Add +269.0% | 107 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Add +205.7% | 107 | $11K |
| Private Trust Co. NA | 0.00% | Add +50.0% | 105 | $11K |
| Accent Capital Management, LLC | 0.01% | New | 95 | $10K |
| Principal Securities, Inc. | 0.00% | Add +196.9% | 95 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 94 | $10K |
| Quent Capital, LLC | 0.00% | No change | 82 | $9K |
| Johnson Financial Group, Inc. | 0.00% | New | 73 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.6% | 73 | $8K |
| Key Financial Inc | 0.00% | No change | 63 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 60 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 58 | $6K |
| Quarry LP | 0.00% | Add +1566.7% | 50 | $5K |
| FNY Investment Advisers, LLC | 0.00% | New | 50 | $5K |
| Rothschild Investment LLC | 0.00% | Add +800.0% | 45 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.3% | 45 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 40 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $4K |
| First Financial Corp. | 0.00% | No change | 32 | $3K |
| Huntington National Bank | 0.00% | Add +625.0% | 29 | $3K |
| GeoWealth Management, LLC | 0.00% | New | 22 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $2K |
| Hemington Wealth Management | 0.00% | New | 25 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 20 | $2K |
| Blue Trust, Inc. | 0.00% | Add +50.0% | 18 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 14 | $1K |
| Horizon Investments, LLC | 0.00% | New | 14 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 13 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -14.3% | 12 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 11 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 6 | $737 |
| Fortitude Family Office, LLC | 0.00% | New | 6 | $631 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 4 | $420 |
| Versant Capital Management, Inc | 0.00% | No change | 3 | $315 |
| Parkside Financial Bank & Trust | 0.00% | New | 1 | $106 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $106 |
| Clear Point Advisors Inc. | 0.00% | No change | 1 | $105 |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.