Umb FinancialUMBF
13F holders, Q1 2025 (March 31)411holders +57
106new positions
51sold out
6famous investors
$101.09avg. 13F price*
At the end of Q1 2025, 411 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 57 from Q4 2024. 106 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($892.8M), Vanguard Group Inc. ($741.3M) and UMB Bank, n.a. ($444.6M). 6 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $313.7M |
| Exits | 51 | $90.3M |
All 13F filers, Q4 2024 → Q1 2025: 18,155,287 shares bought and 2,291,978 shares sold, net +15,863,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 411 holders
| BlackRock, Inc. | 0.02% | Add +45.9% | 8,831,198 | $892.8M |
| Vanguard Group Inc. | 0.01% | Add +54.0% | 7,332,764 | $741.3M |
| UMB Bank, n.a. | 7.33% | Reduce -0.3% | 4,397,386 | $444.6M |
| State Street Corp. | 0.02% | Add +27.3% | 3,982,776 | $404.1M |
| Dimensional Fund Advisors LP | 0.07% | Add +78.3% | 2,700,678 | $273.0M |
| Wellington Management Group LLP | 0.05% | Add +19.1% | 2,407,115 | $243.4M |
| American Century Companies Inc. | 0.13% | Add +7.7% | 2,054,007 | $207.7M |
| Citadel Advisors | 0.20% | Reduce -1.5% | 1,990,401 | $201.2M |
| Allspring Global Investments Holdings, LLC | 0.33% | Add +10.0% | 1,912,883 | $192.3M |
| Geode Capital Management, LLC | 0.01% | Add +55.2% | 1,726,933 | $174.6M |
| Earnest Partners LLC | 0.69% | New | 1,427,803 | $144.4M |
| Victory Capital Management Inc. | 0.13% | Reduce -14.6% | 1,236,487 | $125.0M |
| FMR LLC | 0.01% | Add +36.7% | 1,080,859 | $109.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.4% | 936,685 | $94.7M |
| Northern Trust Corp. | 0.01% | Add +43.9% | 916,964 | $92.7M |
| Principal Financial Group Inc. | 0.05% | Add +4.3% | 839,773 | $84.9M |
| Norges Bank | 0.01% | Add +490.1% | 827,935 | $83.7M |
| Bank of America Corp. | 0.01% | Add +90.8% | 820,302 | $82.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +44.3% | 813,757 | $82.3M |
| Neuberger Berman Group LLC | 0.07% | Add +73.4% | 780,468 | $78.9M |
| Freestone Grove Partners LP | 0.78% | Add +75.4% | 749,507 | $75.8M |
| GW&K Investment Management, LLC | 0.60% | Reduce -1.5% | 640,443 | $64.7M |
| Bank of New York Mellon Corp | 0.01% | Add +21.1% | 546,483 | $55.2M |
| Global Alpha Capital Management Ltd. | 3.76% | Add +21.1% | 511,137 | $51.7M |
| Nuveen, LLC | 0.02% | — | 507,655 | $51.3M |
| Morgan Stanley | 0.00% | Add +32.6% | 494,799 | $50.0M |
| Millennium Management | 0.05% | Reduce -37.5% | 485,749 | $49.1M |
| Captrust Financial Advisors | 0.12% | Add +1.4% | 467,645 | $47.3M |
| Zurich Insurance Group Ltd | 0.38% | Add +11.1% | 464,699 | $47.0M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +50.4% | 453,900 | $45.9M |
| UBS Group AG | 0.01% | Add +60.1% | 441,935 | $44.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -10.9% | 412,896 | $41.7M |
| Invesco Ltd. | 0.01% | Add +28.9% | 399,590 | $40.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.4% | 389,162 | $39.3M |
| Schroder Investment Management Group | 0.04% | New | 378,614 | $37.9M |
| Sei Investments Co. | 0.05% | Add +46.5% | 370,808 | $37.5M |
| Systematic Financial Management LP | 0.97% | Add +3.1% | 335,410 | $33.9M |
| Franklin Resources Inc. | 0.01% | Add +2.8% | 317,105 | $32.1M |
| Neumeier Poma Investment Counsel LLC | 3.39% | Reduce -0.3% | 312,199 | $31.6M |
| Fisher Asset Management | 0.01% | Add +0.3% | 291,220 | $29.4M |
| First Trust Advisors LP | 0.03% | Add +122.4% | 281,586 | $28.5M |
| ProShare Advisors LLC | 0.06% | Reduce -18.4% | 268,412 | $27.1M |
| Renaissance Technologies | 0.04% | Add +396.5% | 268,086 | $27.1M |
| Boston Trust Walden Corp | 0.19% | Reduce -1.9% | 262,931 | $26.6M |
| Barclays PLC | 0.01% | Add +53.2% | 245,079 | $24.8M |
| Deutsche Bank AG | 0.01% | Add +174.9% | 242,782 | $24.5M |
| Holocene Advisors, LP | 0.07% | Add +22.2% | 232,393 | $23.5M |
| Rhumbline Advisers | 0.02% | Add +45.1% | 228,812 | $23.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +42.4% | 220,939 | $22.3M |
| AQR Capital Management | 0.02% | Reduce -45.2% | 216,097 | $21.5M |
| Stieven Capital Advisors, L.P. | 4.08% | New | 208,589 | $21.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +65.3% | 207,881 | $21.0M |
| Alliancebernstein L.P. | 0.01% | Add +118.1% | 202,075 | $20.4M |
| New York State Common Retirement Fund | 0.03% | Add +1302.5% | 194,586 | $19.7M |
| Tributary Capital Management, LLC | 1.71% | Reduce -3.2% | 193,292 | $19.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +70.9% | 188,043 | $19.0M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 7.76% | New | 170,440 | $17.2M |
| Raymond James Financial Inc. | 0.01% | Add +66.4% | 167,395 | $16.9M |
| Wells Fargo & Company | 0.00% | Add +195.3% | 153,336 | $15.5M |
| Federated Hermes, Inc. | 0.03% | Add +28.4% | 152,200 | $15.4M |
| Balyasny Asset Management L.P. | 0.04% | New | 147,475 | $14.9M |
| Swiss National Bank | 0.01% | Add +54.0% | 140,320 | $14.2M |
| Legal & General Group Plc | 0.00% | Add +47.6% | 138,359 | $14.0M |
| Point72 Asset Management | 0.04% | Reduce -22.4% | 137,155 | $13.9M |
| Ceredex Value Advisors LLC | 0.29% | Add +1.3% | 130,450 | $13.2M |
| Emerald Advisers, LLC | 0.57% | Reduce -16.9% | 125,468 | $12.7M |
| Two Sigma Investments, LP | 0.03% | Reduce -30.7% | 125,289 | $12.7M |
| Congress Asset Management Co. | 0.09% | Reduce -1.2% | 124,114 | $12.5M |
| Susquehanna International Group, LLP | 0.02% | Add +364.8% | 122,429 | $12.4M |
| Basswood Capital Management, L.L.C. | 0.69% | No change | 121,787 | $12.3M |
| Mutual of America Capital Management LLC | 0.13% | Add +11.3% | 113,485 | $11.5M |
| Ameriprise Financial Inc. | 0.00% | Add +17.6% | 112,369 | $11.4M |
| Corebridge Financial, Inc. | 0.06% | Add +49.7% | 108,116 | $10.9M |
| STRS Ohio | 0.05% | Add +9.6% | 107,300 | $10.8M |
| Citigroup Inc. | 0.01% | Add +12.5% | 105,889 | $10.7M |
| Third Avenue Management LLC | 2.08% | No change | 102,796 | $10.4M |
| Gator Capital Management, LLC | 3.89% | No change | 100,475 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +461.5% | 100,140 | $10.1M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -34.6% | 97,196 | $9.8M |
| California Public Employees Retirement System | 0.01% | Add +16.1% | 96,964 | $9.8M |
| Edgestream Partners, L.P. | 0.33% | Add +405.4% | 96,518 | $9.8M |
| Maltese Capital Management LLC | 1.58% | Add +27.0% | 95,000 | $9.6M |
| Rafferty Asset Management, LLC | 0.04% | Add +19.0% | 87,758 | $8.9M |
| Emerald Mutual Fund Advisers Trust | 0.63% | Reduce -15.5% | 85,212 | $8.6M |
| Retirement Systems of Alabama | 0.03% | Add +53.4% | 82,833 | $8.4M |
| Susquehanna Fundamental Investments, LLC | 0.14% | Add +2185.8% | 80,621 | $8.2M |
| Verition Fund Management LLC | 0.05% | Add +142.2% | 78,645 | $8.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +52.8% | 78,337 | $7.9M |
| MetLife Investment Management, LLC | 0.04% | Add +48.5% | 76,194 | $7.7M |
| Creative Planning | 0.01% | Add +41.1% | 71,077 | $7.2M |
| Boothbay Fund Management, LLC | 0.25% | New | 68,131 | $6.9M |
| California State Teachers Retirement System | 0.01% | Add +56.6% | 67,615 | $6.8M |
| AXA S.A. | 0.02% | Add +13.2% | 66,773 | $6.8M |
| Two Sigma Advisers, LP | 0.01% | Reduce -34.5% | 65,365 | $6.6M |
| Voya Investment Management LLC | 0.01% | Add +40.7% | 64,510 | $6.5M |
| BNP Paribas Financial Markets | 0.00% | Add +59.2% | 61,248 | $6.2M |
| New York State Teachers Retirement System | 0.01% | Add +2.8% | 60,376 | $6.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +41.5% | 60,344 | $6.1M |
| Peregrine Capital Management LLC | 0.20% | Reduce -5.2% | 59,790 | $6.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 57,773 | $5.8M |
| Brown Advisory Inc. | 0.01% | Reduce -6.7% | 56,763 | $5.7M |
| MIdWestOne Financial Group, Inc. | 0.81% | New | 56,121 | $5.7M |
| Great Lakes Advisors, LLC | 0.05% | Add +7.1% | 55,168 | $5.6M |
| King Luther Capital Management Corp. | 0.03% | Add +0.1% | 53,583 | $5.4M |
| Wedge Capital Management L L P | 0.10% | Reduce -8.9% | 52,695 | $5.3M |
| Financial Counselors Inc. | 0.08% | Add +10.7% | 51,293 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +161.7% | 49,877 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +31.9% | 49,630 | $5.0M |
| Janus Henderson Group PLC | 0.00% | Add +968.2% | 48,327 | $4.8M |
| SJS Investment Consulting Inc. | 0.81% | Add +393741.7% | 47,261 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +2775.0% | 44,907 | $4.5M |
| GHP Investment Advisors, Inc. | 0.22% | Add +0.1% | 44,538 | $4.5M |
| Brant Point Investment Management LLC | 1.10% | Reduce -16.1% | 44,455 | $4.5M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +430.1% | 43,172 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +28.2% | 42,829 | $4.3M |
| Phocas Financial Corp. | 0.66% | New | 42,618 | $4.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +1203.3% | 39,100 | $4.0M |
| Commerce Bank | 0.03% | Reduce -6.2% | 38,950 | $3.9M |
| Intech Investment Management LLC | 0.04% | Add +52.5% | 34,552 | $3.5M |
| Comerica Bank | 0.01% | Reduce -3.6% | 33,493 | $3.4M |
| Fieldview Capital Management, LLC | 0.45% | Add +442.5% | 31,811 | $3.2M |
| Bridgeway Capital Management, LLC | 0.08% | Add +3.3% | 31,305 | $3.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -62.7% | 31,196 | $3.2M |
| Mariner, LLC | 0.01% | Add +44.7% | 30,812 | $3.1M |
| Elizabeth Park Capital Advisors, Ltd. | 2.79% | New | 30,457 | $3.1M |
| Natixis Advisors, LLC | 0.01% | Add +3.6% | 30,390 | $3.1M |
| Amalgamated Bank | 0.03% | Add +47.1% | 29,949 | $3.0M |
| ExodusPoint Capital Management, LP | 0.04% | New | 29,056 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +4.0% | 28,219 | $2.9M |
| NFJ Investment Group, LLC | 0.10% | Reduce -38.1% | 28,068 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.2% | 26,683 | $2.7M |
| Qube Research & Technologies Ltd | 0.00% | New | 26,651 | $2.7M |
| LPL Financial LLC | 0.00% | Add +23.5% | 25,104 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | New | 25,101 | $2.5M |
| Assenagon Asset Management S.A. | 0.00% | Add +93.2% | 24,705 | $2.5M |
| Petiole USA ltd | 1.72% | New | 24,122 | $2.4M |
| Friday Financial | 1.45% | New | 23,767 | $2.4M |
| Wolverine Asset Management LLC | 0.18% | New | 23,757 | $2.4M |
| Headlands Technologies LLC | 0.27% | Add +172.4% | 23,515 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Add +49.4% | 23,283 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Add +30.0% | 23,173 | $2.3M |
| Old National Bancorp | 0.06% | New | 22,734 | $2.3M |
| Diversified Portfolios, Inc. | 0.23% | New | 21,606 | $2.2M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 21,450 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Add +51.8% | 21,197 | $2.1M |
| Knights of Columbus Asset Advisors LLC | 0.14% | Add +2.7% | 20,812 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +54.6% | 20,748 | $2.1M |
| First National Bank of Omaha | 0.14% | Add +2.0% | 20,631 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +3.9% | 20,329 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +49.3% | 20,288 | $2.1M |
| Danske Bank A/S | 0.01% | Reduce -46.3% | 20,158 | $2.0M |
| PMC FIG Opportunities LLC | 4.94% | New | 20,000 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Add +11.8% | 19,957 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +14.4% | 19,819 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 19,333 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +55.3% | 19,100 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -7.7% | 18,928 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +61.5% | 18,809 | $1.9M |
| Keeley-Teton Advisors, LLC | 0.23% | Reduce -1.1% | 18,714 | $1.9M |
| Nisa Investment Advisors, LLC | 0.01% | Add +1.1% | 18,607 | $1.9M |
| Quadrant Capital Group LLC | 0.06% | Add +542.1% | 17,036 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 16,879 | $1.7M |
| US Bancorp \de | 0.00% | Add +27.8% | 16,743 | $1.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +65.9% | 16,268 | $1.6M |
| State of Michigan Retirement System | 0.01% | Add +54.1% | 16,241 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +19.9% | 16,143 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +723.2% | 15,954 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -39.5% | 15,864 | $1.6M |
| OP Asset Management Ltd | 0.03% | — | 15,809 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Add +96.3% | 15,723 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +84.1% | 15,474 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +53.3% | 15,132 | $1.5M |
| Cibc World Markets Corp. | 0.01% | Add +260.5% | 15,129 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.48% | Reduce -0.1% | 15,020 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +56.8% | 14,895 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +34.4% | 14,690 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +52.1% | 14,523 | $1.5M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 14,417 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | New | 13,968 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +54.4% | 13,916 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | Add +56.2% | 13,900 | $1.4M |
| Kennedy Capital Management LLC | 0.03% | New | 13,668 | $1.4M |
| Sterling Capital Management LLC | 0.02% | Reduce -5.5% | 13,649 | $1.4M |
| Paragon Capital Management LLC | 0.77% | No change | 13,263 | $1.3M |
| Choreo, LLC | 0.02% | Add +83.2% | 12,741 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -15.4% | 12,786 | $1.3M |
| Fortress Wealth Management, Inc. | 0.67% | New | 12,780 | $1.3M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 12,725 | $1.3M |
| Xponance LLC | 0.01% | Add +39.4% | 12,177 | $1.2M |
| Persistent Asset Partners Ltd | 1.07% | New | 11,959 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +62.4% | 11,027 | $1.1M |
| Accredited Investors Inc. | 0.07% | New | 10,921 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +155.1% | 10,869 | $1.1M |
| Interval Partners, LP | 0.04% | Reduce -77.7% | 10,746 | $1.1M |
| Atwood & Palmer Inc. | 0.08% | Add +184.0% | 10,729 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +30.7% | 10,666 | $1.1M |
| Cwm, LLC | 0.00% | Add +277.6% | 10,603 | $1.1M |
| Hussman Strategic Advisors, Inc. | 0.26% | Reduce -37.5% | 10,500 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.6% | 10,290 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.6% | 10,290 | $1.0M |
| Meritage Portfolio Management | 0.07% | No change | 9,910 | $1.0M |
| Angel Oak Capital Advisors, LLC | 1.31% | New | 9,700 | $981K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +3.0% | 9,479 | $958K |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +205.7% | 9,319 | $942K |
| SummerHaven Investment Management, LLC | 0.65% | Add +1.4% | 9,145 | $925K |
| Bank of Montreal | 0.00% | Add +43.8% | 9,013 | $911K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.7% | 8,064 | $815K |
| Hancock Whitney Corp. | 0.03% | Reduce -85.2% | 8,052 | $814K |
| State of Alaska, Department of Revenue | 0.01% | Add +57.2% | 7,966 | $805K |
| Country Club Bank | 0.05% | Add +21.4% | 8,016 | $803K |
| Squarepoint Ops LLC | 0.00% | Reduce -75.8% | 7,857 | $794K |
| IHT Wealth Management, LLC | 0.02% | New | 7,845 | $793K |
| CSS LLC | 0.16% | New | 7,719 | $780K |
| Caliber Wealth Management, LLC / KS | 0.11% | — | 7,718 | $780K |
| HSBC Holdings PLC | 0.00% | Add +4.4% | 7,719 | $777K |
| State of Wyoming | 0.10% | Add +97.9% | 7,585 | $767K |
| Vest Financial, LLC | 0.01% | New | 7,532 | $761K |
| Kavar Capital Partners Group, LLC | 0.12% | No change | 7,402 | $748K |
| FAS Wealth Partners, Inc. | 0.06% | Add +0.7% | 7,374 | $746K |
| Cookson Peirce & Co. Inc. | 0.04% | Add +18.0% | 7,367 | $745K |
| State of Wisconsin Investment Board | 0.00% | Reduce -23.3% | 7,347 | $743K |
| Susquehanna Portfolio Strategies, LLC | 0.32% | New | 7,250 | $733K |
| Bailard, Inc. | 0.02% | Add +86.7% | 7,123 | $720K |
| Ieq Capital, LLC | 0.01% | New | 7,083 | $719K |
| Occudo Quantitative Strategies LP | 0.10% | New | 7,155 | $717K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -61.3% | 6,829 | $690K |
| Dynamic Technology Lab Private Ltd | 0.10% | Reduce -64.8% | 6,829 | $690K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 6,648 | $672K |
| Trust Point Inc. | 0.06% | Reduce -27.9% | 6,330 | $640K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 6,242 | $631K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -3.9% | 6,175 | $624K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +6.1% | 6,123 | $619K |
| 111 Capital | 0.12% | New | 5,897 | $596K |
| Two Sigma Securities, LLC | 0.09% | New | 5,893 | $596K |
| Keybank National Association | 0.00% | Reduce -12.6% | 5,812 | $588K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +28.6% | 5,761 | $582K |
| NewEdge Advisors, LLC | 0.00% | Add +47.0% | 5,643 | $570K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.0% | 5,532 | $559K |
| HighTower Advisors, LLC | 0.00% | Add +196.5% | 5,272 | $533K |
| Farringdon Capital, Ltd. | 0.27% | New | 5,240 | $530K |
| Securian Asset Management, Inc. | 0.02% | Add +56.1% | 5,149 | $521K |
| Whelan Financial | 0.19% | New | 4,942 | $500K |
| KLCM Advisors, Inc. | 0.06% | New | 4,878 | $493K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,863 | $492K |
| Connable Office Inc. | 0.05% | New | 4,851 | $490K |
| Fox Run Management, L.L.C. | 0.07% | New | 4,759 | $481K |
| Integrated Investment Consultants, LLC | 0.10% | New | 4,753 | $481K |
| Hamilton Capital Partners Inc. | 0.03% | Add +11.1% | 4,674 | $473K |
| Vontobel Holding Ltd. | 0.00% | Reduce -17.7% | 4,562 | $461K |
| Evergreen Capital Management LLC | 0.02% | New | 4,490 | $456K |
| Quadrature Capital Ltd | 0.01% | New | 4,480 | $453K |
| PrairieView Partners, LLC | 0.05% | New | 4,476 | $452K |
| Jones Financial Companies LLLP | 0.00% | Reduce -19.0% | 4,454 | $450K |
| Pitcairn Co. | 0.03% | Add +4.2% | 4,422 | $447K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -2.0% | 4,401 | $445K |
| EP Wealth Advisors, LLC | 0.00% | Add +86.3% | 4,399 | $445K |
| Cambria Investment Management, L.P. | 0.03% | New | 4,377 | $443K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.2% | 4,325 | $437K |
| United Services Automobile Association | 0.01% | New | 4,301 | $431K |
| Fiduciary Trust Co | 0.01% | Add +71.5% | 4,087 | $413K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -25.4% | 4,083 | $413K |
| Profund Advisors LLC | 0.02% | Reduce -17.5% | 4,053 | $410K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +0.5% | 4,038 | $408K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,030 | $407K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 4,000 | $404K |
| Polymer Capital Management (US) LLC | 0.12% | New | 3,998 | $404K |
| Signaturefd, LLC | 0.01% | Add +15.3% | 3,966 | $401K |
| Cetera Investment Advisers | 0.00% | Add +88.1% | 3,963 | $401K |
| N.E.W. Advisory Services LLC | 0.03% | New | 3,864 | $391K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +4.1% | 3,784 | $383K |
| First Community Trust NA | 0.33% | New | 3,730 | $377K |
| GTS Securities LLC | 0.02% | Reduce -13.1% | 3,695 | $374K |
| First National Advisers, LLC | 0.06% | New | 3,675 | $372K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -10.8% | 3,630 | $368K |
| Alps Advisors Inc. | 0.00% | New | 3,520 | $356K |
| Olympiad Research LP | 0.41% | New | 3,508 | $355K |
| MML Investors Services, LLC | 0.00% | Add +65.1% | 3,477 | $352K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.4% | 3,435 | $347K |
| Mach-1 Financial Group, LLC | 0.10% | New | 3,426 | $346K |
| Inspire Investing, LLC | 0.04% | Reduce -4.0% | 3,401 | $344K |
| Koesten, Hirschmann & Crabtree, INC. | 0.20% | No change | 3,387 | $342K |
| KBC Group NV | 0.00% | Add +68.5% | 3,376 | $341K |
| Moors & Cabot, Inc. | 0.02% | New | 3,296 | $333K |
| Equitable Holdings, Inc. | 0.00% | New | 3,289 | $333K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,216 | $325K |
| Prelude Capital Management, LLC | 0.03% | New | 3,170 | $320K |
| LexAurum Advisors, LLC | 0.06% | Add +0.1% | 3,130 | $316K |
| Quantinno Capital Management LP | 0.00% | Add +61.7% | 3,065 | $310K |
| FORA Capital, LLC | 0.03% | New | 3,036 | $307K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +231.6% | 3,031 | $306K |
| ETF Store, Inc. | 0.36% | No change | 2,908 | $294K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.1% | 3,383 | $293K |
| Precision Wealth Strategies, LLC | 0.22% | New | 2,897 | $293K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 2,871 | $290K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 2,800 | $283K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,800 | $283K |
| Forum Financial Management, LP | 0.00% | New | 2,713 | $274K |
| Assetmark, Inc. | 0.00% | Reduce -11.3% | 2,711 | $274K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,703 | $273K |
| Contravisory Investment Management, Inc. | 0.05% | New | 2,571 | $260K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,548 | $258K |
| Greenleaf Trust | 0.00% | Add +14.6% | 2,527 | $255K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,525 | $255K |
| Shelton Capital Management | 0.01% | New | 2,469 | $250K |
| First Affirmative Financial Network | 0.15% | New | 2,429 | $246K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 2,391 | $243K |
| OneDigital Investment Advisors LLC | 0.00% | Add +27.4% | 2,367 | $239K |
| Monument Capital Management | 0.07% | Reduce -19.1% | 2,363 | $239K |
| M&T Bank Corp | 0.00% | New | 2,345 | $237K |
| Advantage Alpha Capital Partners LP | 0.06% | Reduce -60.8% | 2,336 | $236K |
| Shell Asset Management Co. | 0.01% | New | 2,334 | $236K |
| Clearstead Advisors, LLC | 0.00% | New | 2,323 | $235K |
| Regions Financial Corp. | 0.00% | Add +0.7% | 2,317 | $234K |
| High Note Wealth, LLC | 0.06% | New | 2,312 | $234K |
| Leonteq Securities AG | 0.02% | Add +59.5% | 2,312 | $234K |
| Ethic Inc. | 0.00% | New | 2,292 | $230K |
| CIBC Asset Management Inc | 0.00% | New | 2,278 | $230K |
| Bayforest Capital Ltd | 0.10% | Add +3595.0% | 2,217 | $224K |
| Heritage Family Offices, LLP | 0.11% | Add +7.6% | 2,215 | $224K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,206 | $223K |
| Coldstream Capital Management Inc. | 0.00% | Add +4.3% | 2,159 | $218K |
| Corient Private Wealth LP | 0.00% | New | 2,087 | $211K |
| Panagora Asset Management Inc. | 0.00% | New | 2,080 | $210K |
| Blueshift Asset Management, LLC | 0.08% | New | 2,005 | $203K |
| Vident Advisory, LLC | 0.00% | New | 1,995 | $202K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,982 | $200K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.09% | No change | 1,900 | $192K |
| JNBA Financial Advisors | 0.02% | New | 1,841 | $186K |
| Aster Capital Management (DIFC) Ltd | 0.03% | Add +1230.4% | 1,490 | $164K |
| Acropolis Investment Management, LLC | 0.01% | No change | 1,485 | $150K |
| Pinney & Scofield, Inc. | 0.10% | No change | 1,346 | $136K |
| AdvisorNet Financial, Inc | 0.01% | Add +82.0% | 1,343 | $136K |
| Parallel Advisors, LLC | 0.00% | Add +59.9% | 1,276 | $129K |
| Lazard Asset Management LLC | 0.00% | Reduce -11.2% | 1,242 | $125K |
| AlphaQuest LLC | 0.01% | Reduce -95.6% | 1,174 | $119K |
| 1620 Investment Advisors, Inc. | 0.08% | Reduce -27.5% | 1,040 | $105K |
| GAMMA Investing LLC | 0.01% | Add +121.9% | 921 | $93K |
| Marquette Asset Management, LLC | 0.01% | New | 813 | $82K |
| MAI Capital Management | 0.00% | Add +14.7% | 771 | $78K |
| Clarity Asset Management, Inc. | 0.04% | New | 643 | $65K |
| Fifth Third Bancorp | 0.00% | Add +38.0% | 624 | $63K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.9% | 592 | $60K |
| Smartleaf Asset Management LLC | 0.01% | Add +292.4% | 565 | $57K |
| Blue Trust, Inc. | 0.00% | New | 512 | $52K |
| Versant Capital Management, Inc | 0.01% | Add +703.2% | 498 | $50K |
| Optiver Holding B.V. | 0.00% | New | 478 | $48K |
| Covestor Ltd | 0.03% | Reduce -19.6% | 446 | $45K |
| Neo Ivy Capital Management | 0.01% | New | 420 | $42K |
| CENTRAL TRUST Co | 0.00% | Reduce -54.9% | 411 | $42K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +142.9% | 362 | $37K |
| CI Investments Inc. | 0.00% | Reduce -11.4% | 358 | $36K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 345 | $35K |
| City State Bank | 0.01% | No change | 300 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $30K |
| McIlrath & Eck, LLC | 0.00% | New | 291 | $29K |
| Bessemer Group Inc. | 0.00% | Add +58.4% | 282 | $29K |
| Rothschild Investment LLC | 0.00% | Add +442.0% | 271 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 266 | $27K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +27.8% | 262 | $26K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 251 | $25K |
| Brooklyn Investment Group | 0.01% | Add +4840.0% | 247 | $25K |
| V-Square Quantitative Management LLC | 0.00% | No change | 243 | $25K |
| Lindbrook Capital, LLC | 0.00% | Reduce -6.2% | 242 | $24K |
| Winch Advisory Services, LLC | 0.01% | New | 234 | $24K |
| TCTC Holdings, LLC | 0.00% | Add +119.6% | 224 | $23K |
| Allworth Financial LP | 0.00% | Reduce -38.5% | 216 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +130.2% | 145 | $15K |
| Larson Financial Group LLC | 0.00% | New | 140 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.8% | 138 | $14K |
| Operose Advisors LLC | 0.00% | New | 133 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 106 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -1.9% | 103 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +54.0% | 97 | $10K |
| Accent Capital Management, LLC | 0.01% | No change | 95 | $10K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -85.5% | 88 | $9K |
| Quent Capital, LLC | 0.00% | No change | 82 | $8K |
| Huntington National Bank | 0.00% | Add +1950.0% | 82 | $8K |
| Key Financial Inc | 0.00% | No change | 63 | $6K |
| Hillsdale Investment Management Inc. | 0.00% | New | 60 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | New | 56 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +22.2% | 55 | $6K |
| Mather Group, Llc. | 0.00% | New | 50 | $5K |
| Hemington Wealth Management | 0.00% | Add +41.5% | 58 | $5K |
| Quarry LP | 0.00% | Add +290.0% | 39 | $4K |
| GeoWealth Management, LLC | 0.00% | Add +117.7% | 37 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +218.2% | 35 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +3100.0% | 32 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 28 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 27 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 20 | $2K |
| Spire Wealth Management | 0.00% | New | 20 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +15.4% | 15 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 20 | $2K |
| NewSquare Capital LLC | 0.00% | New | 18 | $2K |
| Bokf, NA | 0.00% | New | 17 | $2K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -23.8% | 16 | $2K |
| Rakuten Securities, Inc. | 0.00% | New | 15 | $2K |
| First Pacific Financial | 0.00% | New | 14 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Arax Advisory Partners | 0.00% | Reduce -95.3% | 12 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +233.3% | 10 | $1K |
| American Capital Advisory, LLC | 0.00% | New | 4 | $405 |
| Amundi | 0.00% | No change | 4 | $364 |
| True Wealth Design, LLC | 0.00% | New | 3 | $304 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $202 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $102 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $102 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $101 |
| Hantz Financial Services, Inc. | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.