Umb FinancialUMBF
13F holders, Q4 2024 (December 31)354holders +30
41new positions
23sold out
7famous investors
$112.84avg. 13F price*
At the end of Q4 2024, 354 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 30 from Q3 2024. 41 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($682.9M), Vanguard Group Inc. ($537.5M) and UMB Bank, n.a. ($497.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $40.2M |
| Exits | 23 | $29.8M |
All 13F filers, Q3 2024 → Q4 2024: 3,446,926 shares bought and 2,842,654 shares sold, net +604,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| BlackRock, Inc. | 0.01% | Add +2.1% | 6,051,207 | $682.9M |
| Vanguard Group Inc. | 0.01% | Add +1.0% | 4,762,481 | $537.5M |
| UMB Bank, n.a. | 7.87% | Reduce -6.2% | 4,408,782 | $497.6M |
| State Street Corp. | 0.01% | Add +10.8% | 3,129,526 | $354.5M |
| Citadel Advisors | 0.21% | Reduce -6.4% | 2,021,581 | $228.2M |
| Wellington Management Group LLP | 0.04% | Add +5.3% | 2,021,285 | $228.1M |
| American Century Companies Inc. | 0.12% | Reduce -2.1% | 1,907,422 | $215.3M |
| Allspring Global Investments Holdings, LLC | 0.31% | Reduce -7.7% | 1,738,795 | $194.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.0% | 1,515,007 | $171.0M |
| Victory Capital Management Inc. | 0.16% | Reduce -11.0% | 1,448,194 | $163.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 1,112,460 | $125.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +74.4% | 1,011,474 | $114.2M |
| Principal Financial Group Inc. | 0.05% | Reduce -7.1% | 805,190 | $90.9M |
| FMR LLC | 0.01% | Reduce -16.8% | 790,526 | $89.2M |
| Millennium Management | 0.08% | Reduce -8.5% | 777,308 | $87.7M |
| GW&K Investment Management, LLC | 0.62% | Reduce -0.5% | 650,172 | $73.4M |
| Northern Trust Corp. | 0.01% | Add +16.2% | 637,072 | $71.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.8% | 563,762 | $63.6M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -7.9% | 463,546 | $52.3M |
| Captrust Financial Advisors | 0.15% | Add +17.5% | 461,031 | $52.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.8% | 451,144 | $50.9M |
| Neuberger Berman Group LLC | 0.04% | Add +12636.7% | 449,987 | $50.8M |
| Bank of America Corp. | 0.00% | Reduce -27.9% | 429,919 | $48.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +18.7% | 427,586 | $48.3M |
| Freestone Grove Partners LP | 0.59% | — | 427,390 | $48.2M |
| Global Alpha Capital Management Ltd. | 3.46% | Reduce -23.6% | 422,023 | $47.6M |
| Zurich Insurance Group Ltd | 0.38% | Reduce -9.4% | 418,228 | $47.2M |
| JPMorgan Chase & Co. | 0.00% | Add +31.0% | 415,607 | $46.9M |
| AQR Capital Management | 0.06% | Add +9.7% | 394,599 | $44.5M |
| Morgan Stanley | 0.00% | Add +2.4% | 373,132 | $42.1M |
| ProShare Advisors LLC | 0.08% | Reduce -3.9% | 328,869 | $37.1M |
| Systematic Financial Management LP | 0.93% | Add +1.5% | 325,242 | $36.7M |
| Neumeier Poma Investment Counsel LLC | 3.43% | Reduce -2.1% | 313,124 | $35.3M |
| Invesco Ltd. | 0.01% | Add +31.4% | 309,980 | $35.0M |
| Franklin Resources Inc. | 0.01% | Add +9.3% | 308,544 | $34.8M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +298.0% | 301,708 | $34.1M |
| Fisher Asset Management | 0.01% | Add +11.3% | 290,326 | $32.8M |
| UBS Group AG | 0.01% | Add +8.1% | 276,012 | $31.2M |
| Boston Trust Walden Corp | 0.21% | Reduce -1.7% | 267,950 | $30.2M |
| Sei Investments Co. | 0.04% | Add +5.1% | 253,169 | $28.6M |
| Tributary Capital Management, LLC | 1.74% | Add +1.2% | 199,649 | $22.5M |
| Holocene Advisors, LP | 0.07% | Add +6.1% | 190,150 | $21.5M |
| Two Sigma Investments, LP | 0.05% | Reduce -20.6% | 180,832 | $20.4M |
| Azora Capital LP | 0.91% | Reduce -55.2% | 179,645 | $20.3M |
| Point72 Asset Management | 0.06% | Add +22173.3% | 176,627 | $19.9M |
| Barclays PLC | 0.01% | Reduce -30.9% | 160,008 | $18.1M |
| Rhumbline Advisers | 0.02% | Add +0.3% | 157,642 | $17.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +84.2% | 155,133 | $17.5M |
| Emerald Advisers, LLC | 0.66% | Add +23.4% | 151,007 | $17.0M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -20.2% | 148,632 | $16.8M |
| Norges Bank | 0.00% | Add +21.1% | 140,309 | $15.8M |
| Ceredex Value Advisors LLC | 0.29% | Reduce -8.2% | 128,750 | $14.5M |
| First Trust Advisors LP | 0.01% | Reduce -0.7% | 126,631 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.3% | 125,798 | $14.2M |
| Congress Asset Management Co. | 0.10% | Add +8.0% | 125,604 | $14.2M |
| Basswood Capital Management, L.L.C. | 0.80% | No change | 121,787 | $13.7M |
| Federated Hermes, Inc. | 0.03% | Add +107.7% | 118,527 | $13.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 110,045 | $12.4M |
| Third Avenue Management LLC | 2.24% | Reduce -7.3% | 102,796 | $11.6M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -0.9% | 101,916 | $11.5M |
| Emerald Mutual Fund Advisers Trust | 0.69% | Add +8.5% | 100,863 | $11.4M |
| Raymond James Financial Inc. | 0.00% | — | 100,625 | $11.4M |
| Gator Capital Management, LLC | 4.28% | Reduce -0.2% | 100,475 | $11.3M |
| Two Sigma Advisers, LP | 0.03% | Reduce -24.8% | 99,800 | $11.3M |
| STRS Ohio | 0.04% | Reduce -6.0% | 97,900 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.0% | 95,534 | $10.8M |
| Citigroup Inc. | 0.01% | Add +9.3% | 94,097 | $10.6M |
| Legal & General Group Plc | 0.00% | Add +3.2% | 93,727 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 92,641 | $10.5M |
| Swiss National Bank | 0.01% | Add +0.8% | 91,100 | $10.3M |
| Deutsche Bank AG | 0.00% | Add +16.4% | 88,320 | $10.0M |
| Weiss Asset Management LP | 0.30% | New | 85,282 | $9.6M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +1.6% | 83,636 | $9.4M |
| California Public Employees Retirement System | 0.01% | Reduce -6.3% | 83,521 | $9.4M |
| Cubist Systematic Strategies, LLC | 0.15% | Add +103.6% | 82,060 | $9.3M |
| Maltese Capital Management LLC | 1.30% | Reduce -36.3% | 74,800 | $8.4M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -9.9% | 73,769 | $8.3M |
| Corebridge Financial, Inc. | 0.04% | Reduce -5.1% | 72,241 | $8.2M |
| Peregrine Capital Management LLC | 0.21% | Reduce -12.8% | 63,054 | $7.1M |
| Brown Advisory Inc. | 0.01% | Reduce -17.7% | 60,842 | $6.9M |
| Quantessence Capital LLC | 2.80% | — | 60,475 | $6.8M |
| AXA S.A. | 0.02% | No change | 59,009 | $6.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.7% | 58,712 | $6.6M |
| Wedge Capital Management L L P | 0.12% | Add +28.8% | 57,820 | $6.5M |
| Hancock Whitney Corp. | 0.19% | Add +578.2% | 54,408 | $6.1M |
| Renaissance Technologies | 0.01% | Reduce -56.6% | 54,000 | $6.1M |
| Retirement Systems of Alabama | 0.02% | Add +0.2% | 53,995 | $6.1M |
| King Luther Capital Management Corp. | 0.03% | Add +13.6% | 53,535 | $6.0M |
| Brant Point Investment Management LLC | 1.42% | Add +6.0% | 53,000 | $6.0M |
| Wells Fargo & Company | 0.00% | Add +16.4% | 51,929 | $5.9M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -3.0% | 51,514 | $5.8M |
| MetLife Investment Management, LLC | 0.03% | Add +8.3% | 51,299 | $5.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.3% | 51,271 | $5.8M |
| HBK Investments L P | 0.13% | Add +44.6% | 51,074 | $5.8M |
| Creative Planning | 0.01% | Add +60.8% | 50,357 | $5.7M |
| Interval Partners, LP | 0.14% | Reduce -45.6% | 48,185 | $5.4M |
| Financial Counselors Inc. | 0.08% | Reduce -0.1% | 46,357 | $5.2M |
| Voya Investment Management LLC | 0.01% | Reduce -5.9% | 45,840 | $5.2M |
| NFJ Investment Group, LLC | 0.16% | Reduce -1.2% | 45,373 | $5.1M |
| GHP Investment Advisors, Inc. | 0.23% | Reduce -0.5% | 44,490 | $5.0M |
| California State Teachers Retirement System | 0.01% | Reduce -1.2% | 43,181 | $4.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +74.0% | 42,648 | $4.8M |
| Formula Growth Ltd. | 1.61% | New | 42,100 | $4.8M |
| Commerce Bank | 0.03% | Reduce -0.5% | 41,502 | $4.7M |
| BNP Paribas Financial Markets | 0.00% | Add +70.8% | 38,462 | $4.3M |
| Cinctive Capital Management LP | 0.23% | Add +163.5% | 37,987 | $4.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.6% | 37,632 | $4.2M |
| Danske Bank A/S | 0.01% | Add +139.9% | 37,521 | $4.2M |
| Comerica Bank | 0.02% | Add +13.8% | 34,754 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +125.7% | 33,412 | $3.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -21.8% | 32,540 | $3.7M |
| Verition Fund Management LLC | 0.02% | New | 32,474 | $3.7M |
| Bridgeway Capital Management, LLC | 0.08% | No change | 30,300 | $3.4M |
| Natixis Advisors, LLC | 0.01% | Add +1.3% | 29,321 | $3.3M |
| Old Mission Capital LLC | 0.08% | New | 29,152 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +0.8% | 27,144 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.3% | 26,744 | $3.0M |
| AlphaQuest LLC | 0.40% | Add +55.1% | 26,415 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.4% | 26,340 | $3.0M |
| Prudential Financial Inc. | 0.00% | Reduce -71.8% | 26,199 | $3.0M |
| Intech Investment Management LLC | 0.02% | Add +70.2% | 22,652 | $2.6M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.7% | 22,336 | $2.5M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 21,450 | $2.4M |
| Mariner, LLC | 0.00% | Add +1.9% | 21,296 | $2.4M |
| Amalgamated Bank | 0.02% | Add +1.9% | 20,361 | $2.3M |
| LPL Financial LLC | 0.00% | Add +171.6% | 20,329 | $2.3M |
| Knights of Columbus Asset Advisors LLC | 0.15% | New | 20,263 | $2.3M |
| First National Bank of Omaha | 0.15% | Reduce -2.0% | 20,234 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +0.4% | 19,565 | $2.2M |
| Cerity Partners LLC | 0.00% | Reduce -3.6% | 20,503 | $2.2M |
| Dynamic Technology Lab Private Ltd | 0.35% | New | 19,400 | $2.2M |
| Edgestream Partners, L.P. | 0.09% | New | 19,096 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -47.0% | 19,057 | $2.2M |
| Keeley-Teton Advisors, LLC | 0.25% | Reduce -7.3% | 18,929 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 18,400 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -24.0% | 17,857 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.8% | 17,833 | $2.0M |
| Guggenheim Capital LLC | 0.02% | Add +77.1% | 17,827 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.2% | 17,635 | $2.0M |
| Walleye Capital LLC | 0.02% | Add +701.5% | 17,592 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -10.4% | 17,320 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,879 | $1.9M |
| Hussman Strategic Advisors, Inc. | 0.56% | Reduce -46.7% | 16,800 | $1.9M |
| Yousif Capital Management, LLC | 0.02% | Reduce -4.4% | 15,589 | $1.8M |
| SG Americas Securities, LLC | 0.01% | Add +510.3% | 15,123 | $1.7M |
| Jackson Creek Investment Advisors LLC | 0.51% | Reduce -3.0% | 15,031 | $1.7M |
| Gsa Capital Partners LLP | 0.12% | New | 14,702 | $1.7M |
| Quantbot Technologies LP | 0.06% | New | 14,522 | $1.6M |
| Sterling Capital Management LLC | 0.02% | Add +37.5% | 14,439 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -4.6% | 13,962 | $1.6M |
| New York State Common Retirement Fund | 0.00% | No change | 13,874 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -0.4% | 13,587 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -27.3% | 13,469 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +0.6% | 13,419 | $1.5M |
| Paragon Capital Management LLC | 0.80% | Reduce -16.1% | 13,263 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +188.8% | 13,160 | $1.5M |
| US Bancorp \de | 0.00% | Add +46.9% | 13,105 | $1.5M |
| Aquatic Capital Management LLC | 0.04% | Add +1342.4% | 12,982 | $1.5M |
| Convergence Investment Partners, LLC | 0.33% | Add +29.2% | 12,951 | $1.5M |
| Assenagon Asset Management S.A. | 0.00% | New | 12,789 | $1.4M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 12,725 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | No change | 12,300 | $1.4M |
| Crestline Management, L.P. | 0.05% | Add +219.5% | 12,129 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +405.1% | 12,022 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.4% | 11,645 | $1.3M |
| Man Group plc | 0.00% | Reduce -58.3% | 11,268 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Add +21.0% | 10,930 | $1.2M |
| State of Michigan Retirement System | 0.01% | No change | 10,541 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.8% | 10,033 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.8% | 10,033 | $1.1M |
| Meritage Portfolio Management | 0.07% | Reduce -54.4% | 9,910 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.3% | 9,869 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 9,807 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Add +107.0% | 9,584 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 9,550 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 9,500 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.6% | 9,200 | $1.0M |
| SummerHaven Investment Management, LLC | 0.63% | No change | 9,023 | $1.0M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 9,016 | $1.0M |
| Hennessy Advisors Inc. | 0.03% | Reduce -50.0% | 9,000 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 8,900 | $1.0M |
| Trust Point Inc. | 0.07% | Reduce -3.0% | 8,781 | $991K |
| Xponance LLC | 0.01% | Add +44.6% | 8,733 | $986K |
| Headlands Technologies LLC | 0.10% | Add +510.5% | 8,632 | $974K |
| Atria Investments, Inc | 0.01% | Add +10.3% | 8,406 | $949K |
| Pacer Advisors, Inc. | 0.00% | Add +27.8% | 8,245 | $931K |
| Pathstone Holdings, LLC | 0.00% | Add +10.2% | 8,162 | $923K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +3.0% | 8,144 | $919K |
| Teacher Retirement System of Texas | 0.00% | Add +29.7% | 8,008 | $904K |
| HSBC Holdings PLC | 0.00% | Add +50.7% | 7,391 | $837K |
| Kavar Capital Partners Group, LLC | 0.14% | No change | 7,402 | $835K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.3% | 7,350 | $829K |
| FAS Wealth Partners, Inc. | 0.07% | Reduce -4.8% | 7,322 | $826K |
| Choreo, LLC | 0.01% | Reduce -9.4% | 6,954 | $789K |
| Pictet Asset Management Holding SA | 0.00% | Add +25.3% | 6,791 | $766K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.5% | 6,737 | $760K |
| Keybank National Association | 0.00% | Reduce -10.7% | 6,652 | $751K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 6,624 | $748K |
| Country Club Bank | 0.05% | No change | 6,602 | $746K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 6,425 | $725K |
| Bank of Montreal | 0.00% | Add +16.5% | 6,270 | $708K |
| Cookson Peirce & Co. Inc. | 0.03% | Add +57.6% | 6,243 | $705K |
| XTX Topco Ltd | 0.06% | New | 6,019 | $679K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.0% | 6,010 | $678K |
| Advantage Alpha Capital Partners LP | 0.16% | Add +13.2% | 5,960 | $673K |
| Nomura Holdings Inc. | 0.00% | New | 5,881 | $664K |
| Fieldview Capital Management, LLC | 0.10% | — | 5,864 | $662K |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Add +17.7% | 5,769 | $651K |
| Vontobel Holding Ltd. | 0.00% | Add +107.8% | 5,545 | $626K |
| Jones Financial Companies LLLP | 0.00% | Reduce -1.1% | 5,499 | $621K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +168.8% | 5,473 | $618K |
| Landscape Capital Management, L.L.C. | 0.06% | Reduce -10.8% | 5,169 | $583K |
| State of Alaska, Department of Revenue | 0.01% | No change | 5,066 | $571K |
| Profund Advisors LLC | 0.02% | Add +25.5% | 4,914 | $555K |
| Florida Trust Wealth Management Co | 0.02% | Add +6.3% | 4,863 | $549K |
| D. E. Shaw & Co. | 0.00% | Reduce -93.0% | 4,555 | $514K |
| Janus Henderson Group PLC | 0.00% | Reduce -72.5% | 4,524 | $511K |
| WealthPlan Investment Management, LLC | 0.05% | Add +0.3% | 4,489 | $507K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +9.6% | 4,479 | $506K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -27.2% | 4,261 | $481K |
| GTS Securities LLC | 0.02% | New | 4,250 | $480K |
| Pitcairn Co. | 0.03% | Add +7.2% | 4,245 | $479K |
| Hamilton Capital Partners Inc. | 0.04% | Add +26.4% | 4,208 | $475K |
| Cibc World Markets Corp. | 0.00% | New | 4,197 | $474K |
| Allianz Asset Management GmbH | 0.00% | Reduce -73.3% | 4,100 | $463K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -26.3% | 4,071 | $461K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,030 | $455K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 4,018 | $453K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 4,000 | $451K |
| HRT Financial LP | 0.00% | New | 3,850 | $434K |
| NewEdge Advisors, LLC | 0.00% | Add +22.1% | 3,840 | $433K |
| State of Wyoming | 0.06% | Add +46.4% | 3,833 | $433K |
| Bailard, Inc. | 0.01% | Reduce -47.1% | 3,816 | $431K |
| Teza Capital Management LLC | 0.07% | Reduce -6.5% | 3,803 | $429K |
| Atwood & Palmer Inc. | 0.03% | No change | 3,778 | $426K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.0% | 3,750 | $423K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 3,660 | $413K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +5.4% | 3,634 | $410K |
| Inspire Investing, LLC | 0.04% | Reduce -9.9% | 3,544 | $400K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 3,527 | $398K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.2% | 3,603 | $397K |
| Signaturefd, LLC | 0.01% | Reduce -2.1% | 3,441 | $388K |
| Koesten, Hirschmann & Crabtree, INC. | 0.22% | No change | 3,387 | $382K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.9% | 3,298 | $372K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,216 | $363K |
| LexAurum Advisors, LLC | 0.07% | New | 3,128 | $353K |
| Cornercap Investment Counsel Inc. | 0.11% | No change | 3,091 | $349K |
| Assetmark, Inc. | 0.00% | Reduce -3.4% | 3,055 | $345K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 3,048 | $344K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -50.0% | 3,000 | $339K |
| Monument Capital Management | 0.09% | Add +9.6% | 2,920 | $330K |
| ETF Store, Inc. | 0.41% | No change | 2,908 | $328K |
| Fortitude Advisory Group L.L.C. | 0.20% | Reduce -30.0% | 2,906 | $328K |
| Mackenzie Financial Corp. | 0.00% | No change | 2,869 | $324K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 2,818 | $318K |
| Cwm, LLC | 0.00% | Add +11.9% | 2,808 | $317K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 2,800 | $316K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,800 | $316K |
| Inceptionr LLC | 0.07% | New | 2,700 | $305K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.7% | 2,653 | $299K |
| Park Avenue Securities LLC | 0.00% | New | 2,520 | $284K |
| Savant Capital, LLC | 0.00% | Add +1.4% | 2,423 | $273K |
| Fiduciary Trust Co | 0.00% | New | 2,383 | $269K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.8% | 2,361 | $266K |
| Regions Financial Corp. | 0.00% | Reduce -0.7% | 2,302 | $260K |
| Greenleaf Trust | 0.00% | Reduce -0.7% | 2,205 | $249K |
| HB Wealth Management, LLC | 0.00% | New | 2,157 | $243K |
| MML Investors Services, LLC | 0.00% | Add +6.5% | 2,106 | $238K |
| Cetera Investment Advisers | 0.00% | New | 2,107 | $238K |
| Marshall Wace, LLP | 0.00% | New | 2,100 | $237K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.1% | 2,070 | $234K |
| Heritage Family Offices, LLP | 0.12% | Add +6.5% | 2,059 | $232K |
| Anb Bank | 0.10% | — | 2,021 | $228K |
| KBC Group NV | 0.00% | Add +52.5% | 2,004 | $226K |
| Stifel Financial Corp. | 0.00% | New | 1,938 | $219K |
| Bridgewealth Advisory Group, LLC | 0.06% | New | 1,938 | $218K |
| Corton Capital Inc. | 0.12% | Reduce -23.1% | 1,913 | $216K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.09% | Add +58.3% | 1,900 | $215K |
| Quantinno Capital Management LP | 0.00% | New | 1,895 | $214K |
| Ellenbecker Investment Group | 0.04% | New | 1,874 | $212K |
| OneDigital Investment Advisors LLC | 0.00% | New | 1,858 | $210K |
| HighTower Advisors, LLC | 0.00% | New | 1,778 | $201K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,485 | $168K |
| Leonteq Securities AG | 0.02% | New | 1,450 | $164K |
| 1620 Investment Advisors, Inc. | 0.13% | Reduce -4.7% | 1,435 | $162K |
| Lazard Asset Management LLC | 0.00% | Add +3.1% | 1,398 | $157K |
| Pinney & Scofield, Inc. | 0.12% | — | 1,346 | $152K |
| R Squared Ltd | 0.11% | — | 1,040 | $117K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 914 | $103K |
| CENTRAL TRUST Co | 0.00% | Reduce -18.4% | 911 | $103K |
| Venturi Wealth Management, LLC | 0.00% | New | 850 | $96K |
| Parallel Advisors, LLC | 0.00% | Add +6.3% | 798 | $90K |
| AdvisorNet Financial, Inc | 0.01% | No change | 738 | $83K |
| MAI Capital Management | 0.00% | New | 672 | $76K |
| Caitong International Asset Management Co., Ltd | 0.07% | — | 605 | $68K |
| First Horizon Advisors, Inc. | 0.00% | No change | 581 | $66K |
| Covestor Ltd | 0.04% | Add +28.8% | 555 | $63K |
| Osaic Holdings, Inc. | 0.00% | Add +366.3% | 1,562 | $62K |
| USA Financial Formulas | 0.01% | Add +124.7% | 483 | $55K |
| Fifth Third Bancorp | 0.00% | Add +0.7% | 452 | $51K |
| GAMMA Investing LLC | 0.00% | Add +24.3% | 415 | $47K |
| CI Investments Inc. | 0.00% | New | 404 | $46K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 351 | $42K |
| FLP Wealth Management, LLC | 0.09% | — | 318 | $36K |
| City State Bank | 0.01% | No change | 300 | $34K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $34K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.6% | 258 | $29K |
| Arax Advisory Partners | 0.00% | No change | 254 | $29K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 250 | $28K |
| V-Square Quantitative Management LLC | 0.00% | No change | 243 | $27K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +13.3% | 205 | $23K |
| Bessemer Group Inc. | 0.00% | Add +40.2% | 178 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.4% | 149 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Add +34.6% | 144 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +36.2% | 128 | $14K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 112 | $13K |
| Principal Securities, Inc. | 0.00% | Add +11.6% | 106 | $12K |
| Private Trust Co. NA | 0.00% | No change | 105 | $12K |
| TCTC Holdings, LLC | 0.00% | New | 102 | $12K |
| Accent Capital Management, LLC | 0.01% | No change | 95 | $11K |
| Quent Capital, LLC | 0.00% | No change | 82 | $9K |
| Key Financial Inc | 0.00% | No change | 63 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.7% | 63 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +5.0% | 63 | $7K |
| Versant Capital Management, Inc | 0.00% | Add +1966.7% | 62 | $7K |
| Bayforest Capital Ltd | 0.01% | — | 60 | $7K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -28.8% | 52 | $6K |
| Rothschild Investment LLC | 0.00% | Add +11.1% | 50 | $6K |
| Global Retirement Partners, LLC | 0.00% | Add +15.0% | 46 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 45 | $5K |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $4K |
| Hemington Wealth Management | 0.00% | Add +64.0% | 41 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -80.4% | 21 | $2K |
| GeoWealth Management, LLC | 0.00% | Reduce -22.7% | 17 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +8.3% | 13 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 12 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 11 | $1K |
| Quarry LP | 0.00% | Reduce -80.0% | 10 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 13 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 6 | $677 |
| Continuum Advisory, LLC | 0.00% | No change | 6 | $677 |
| Brooklyn Investment Group | 0.00% | New | 5 | $565 |
| Huntington National Bank | 0.00% | Reduce -86.2% | 4 | $451 |
| Amundi | 0.00% | New | 4 | $441 |
| WPG Advisers, LLC | 0.00% | — | 3 | $339 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $339 |
| IFP Advisors, Inc | 0.00% | New | 3 | $339 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $226 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $113 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $113 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $113 |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.