Umb FinancialUMBF
13F holders, Q2 2025 (June 30)409holders −2
44new positions
47sold out
7famous investors
$105.28avg. 13F price*
At the end of Q2 2025, 409 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, down 2 from Q1 2025. 44 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($955.3M), Vanguard Group Inc. ($826.9M) and UMB Bank, n.a. ($457.8M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $67.6M |
| Exits | 47 | $172.8M |
All 13F filers, Q1 2025 → Q2 2025: 6,607,670 shares bought and 4,955,365 shares sold, net +1,652,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 409 holders
| BlackRock, Inc. | 0.02% | Add +2.9% | 9,083,778 | $955.3M |
| Vanguard Group Inc. | 0.01% | Add +7.2% | 7,863,404 | $826.9M |
| UMB Bank, n.a. | 7.13% | Reduce -1.0% | 4,353,205 | $457.8M |
| State Street Corp. | 0.02% | Add +7.9% | 4,296,190 | $453.5M |
| Dimensional Fund Advisors LP | 0.07% | Add +1.4% | 2,738,376 | $288.0M |
| Wellington Management Group LLP | 0.04% | Reduce -2.5% | 2,347,273 | $246.8M |
| FMR LLC | 0.01% | Add +105.4% | 2,219,893 | $233.4M |
| Allspring Global Investments Holdings, LLC | 0.36% | Add +3.3% | 1,976,030 | $213.7M |
| American Century Companies Inc. | 0.11% | Reduce -3.4% | 1,985,065 | $208.7M |
| Geode Capital Management, LLC | 0.01% | Add +6.9% | 1,846,252 | $194.2M |
| Alliancebernstein L.P. | 0.05% | Add +636.7% | 1,488,618 | $156.5M |
| Earnest Partners LLC | 0.68% | Add +0.1% | 1,428,756 | $150.2M |
| Neuberger Berman Group LLC | 0.11% | Add +77.0% | 1,381,138 | $145.2M |
| Victory Capital Management Inc. | 0.09% | Add +0.9% | 1,247,210 | $131.2M |
| Citadel Advisors | 0.10% | Reduce -44.3% | 1,109,063 | $116.6M |
| Northern Trust Corp. | 0.01% | Add +1.8% | 932,994 | $98.1M |
| Norges Bank | 0.01% | Add +7.8% | 892,248 | $93.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.1% | 879,278 | $92.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.0% | 805,459 | $84.7M |
| Principal Financial Group Inc. | 0.04% | Reduce -7.5% | 776,882 | $81.7M |
| Bank of America Corp. | 0.01% | Reduce -7.8% | 755,992 | $79.5M |
| Global Alpha Capital Management Ltd. | 4.23% | Add +26.1% | 644,644 | $67.8M |
| GW&K Investment Management, LLC | 0.58% | Reduce -3.3% | 619,232 | $65.1M |
| Nuveen, LLC | 0.02% | Add +21.7% | 617,930 | $65.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.4% | 575,782 | $60.5M |
| Morgan Stanley | 0.00% | Add +11.9% | 553,808 | $58.2M |
| Invesco Ltd. | 0.01% | Add +21.9% | 487,242 | $51.2M |
| Captrust Financial Advisors | 0.11% | Reduce -0.4% | 465,908 | $49.0M |
| First Trust Advisors LP | 0.03% | Add +43.0% | 402,629 | $42.3M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -11.9% | 400,000 | $42.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -5.4% | 390,650 | $41.1M |
| Schroder Investment Management Group | 0.03% | Reduce -0.8% | 375,781 | $39.8M |
| Clearbridge Investments, LLC | 0.03% | New | 370,936 | $39.0M |
| ProShare Advisors LLC | 0.08% | Add +34.5% | 361,068 | $38.0M |
| Systematic Financial Management LP | 0.97% | Add +3.5% | 347,009 | $36.5M |
| UBS Group AG | 0.01% | Reduce -23.8% | 336,915 | $35.4M |
| Franklin Resources Inc. | 0.01% | Add +6.0% | 336,068 | $35.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 315,379 | $33.2M |
| Neumeier Poma Investment Counsel LLC | 3.00% | Reduce -1.7% | 306,764 | $32.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +42.5% | 296,267 | $31.2M |
| Fisher Asset Management | 0.01% | Reduce -3.1% | 282,261 | $29.7M |
| Boston Trust Walden Corp | 0.19% | Reduce -2.1% | 257,463 | $27.1M |
| Renaissance Technologies | 0.04% | Reduce -4.5% | 256,070 | $26.9M |
| Rhumbline Advisers | 0.02% | Add +6.3% | 243,342 | $25.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.3% | 234,743 | $24.7M |
| Stieven Capital Advisors, L.P. | 4.65% | Add +8.7% | 226,789 | $23.8M |
| Sei Investments Co. | 0.03% | Reduce -38.9% | 226,720 | $23.8M |
| Raymond James Financial Inc. | 0.01% | Add +27.8% | 213,890 | $22.5M |
| Emerald Advisers, LLC | 0.82% | Add +69.8% | 213,081 | $22.4M |
| New York State Common Retirement Fund | 0.03% | Add +0.2% | 194,984 | $20.5M |
| AQR Capital Management | 0.02% | Reduce -14.8% | 184,152 | $19.4M |
| Barclays PLC | 0.01% | Reduce -25.4% | 182,769 | $19.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.3% | 178,132 | $18.7M |
| ExodusPoint Capital Management, LP | 0.23% | Add +512.6% | 178,002 | $18.7M |
| Wells Fargo & Company | 0.00% | Add +13.7% | 174,309 | $18.3M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 7.31% | No change | 170,440 | $17.9M |
| Deutsche Bank AG | 0.01% | Reduce -33.0% | 162,571 | $17.1M |
| Ceredex Value Advisors LLC | 0.34% | Add +16.5% | 152,000 | $16.0M |
| Tributary Capital Management, LLC | 1.42% | Reduce -21.4% | 151,830 | $16.0M |
| Millennium Management | 0.01% | Reduce -69.2% | 149,704 | $15.7M |
| Federated Hermes, Inc. | 0.03% | Reduce -1.8% | 149,526 | $15.7M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 139,594 | $14.7M |
| Swiss National Bank | 0.01% | Reduce -1.1% | 138,720 | $14.6M |
| Susquehanna International Group, LLP | 0.02% | Reduce -0.2% | 122,198 | $12.9M |
| Two Sigma Investments, LP | 0.02% | Reduce -2.8% | 121,846 | $12.8M |
| Basswood Capital Management, L.L.C. | 0.64% | No change | 121,787 | $12.8M |
| Emerald Mutual Fund Advisers Trust | 0.78% | Add +42.8% | 121,672 | $12.8M |
| California Public Employees Retirement System | 0.01% | Add +25.4% | 121,620 | $12.8M |
| Congress Asset Management Co. | 0.09% | Reduce -2.2% | 121,366 | $12.8M |
| Point72 Asset Management | 0.03% | Reduce -11.7% | 121,112 | $12.7M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -2.0% | 111,227 | $11.7M |
| STRS Ohio | 0.04% | Add +0.8% | 108,100 | $11.4M |
| Third Avenue Management LLC | 2.23% | Reduce -0.0% | 102,763 | $10.8M |
| Gator Capital Management, LLC | 3.32% | Add +0.7% | 101,175 | $10.6M |
| Maltese Capital Management LLC | 1.42% | Add +0.4% | 95,400 | $10.0M |
| Citigroup Inc. | 0.01% | Reduce -16.0% | 88,929 | $9.4M |
| Retirement Systems of Alabama | 0.03% | Add +5.3% | 87,224 | $9.2M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -2.5% | 85,525 | $9.0M |
| MetLife Investment Management, LLC | 0.05% | Add +5.7% | 80,555 | $8.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.9% | 79,080 | $8.3M |
| Verition Fund Management LLC | 0.05% | Reduce -4.8% | 74,891 | $7.9M |
| Creative Planning | 0.01% | Add +1.1% | 71,860 | $7.6M |
| Susquehanna Fundamental Investments, LLC | 0.20% | Reduce -12.0% | 70,936 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.3% | 69,380 | $7.3M |
| California State Teachers Retirement System | 0.01% | Add +0.4% | 67,877 | $7.1M |
| Boothbay Fund Management, LLC | 0.21% | Reduce -6.7% | 63,563 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -36.6% | 63,493 | $6.7M |
| Prudential Financial Inc. | 0.01% | Add +283.0% | 60,761 | $6.4M |
| New York State Teachers Retirement System | 0.01% | No change | 60,376 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +3.4% | 59,709 | $6.3M |
| Brant Point Investment Management LLC | 1.41% | Add +32.8% | 59,054 | $6.2M |
| Wedge Capital Management L L P | 0.11% | Add +8.7% | 57,273 | $6.0M |
| Brown Advisory Inc. | 0.01% | Reduce -1.0% | 56,202 | $5.9M |
| MIdWestOne Financial Group, Inc. | 0.77% | No change | 56,121 | $5.9M |
| Allianz Asset Management GmbH | 0.01% | New | 53,938 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +25.9% | 53,907 | $5.7M |
| King Luther Capital Management Corp. | 0.02% | Reduce -2.0% | 52,534 | $5.5M |
| Peregrine Capital Management LLC | 0.16% | Reduce -14.0% | 51,419 | $5.4M |
| Midwest Trust Co | 0.07% | — | 51,206 | $5.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -22.8% | 50,465 | $5.3M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -10.3% | 49,496 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.0% | 49,141 | $5.2M |
| GHP Investment Advisors, Inc. | 0.21% | Add +1.6% | 45,245 | $4.8M |
| Public Employees Retirement System of Ohio | 0.02% | Add +541.8% | 43,831 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.8% | 43,204 | $4.5M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -1.1% | 42,694 | $4.5M |
| Phocas Financial Corp. | 0.64% | Add +0.0% | 42,624 | $4.5M |
| Holocene Advisors, LP | 0.01% | Reduce -81.7% | 42,429 | $4.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -34.0% | 39,858 | $4.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +143.7% | 39,341 | $4.1M |
| Roubaix Capital, LLC | 1.98% | New | 39,194 | $4.1M |
| Commerce Bank | 0.02% | No change | 38,950 | $4.1M |
| Fieldview Capital Management, LLC | 0.60% | Add +18.6% | 37,721 | $4.0M |
| Edgestream Partners, L.P. | 0.10% | Reduce -63.4% | 35,296 | $3.7M |
| Comerica Bank | 0.01% | Add +4.0% | 34,844 | $3.7M |
| Natixis Advisors, LLC | 0.01% | Add +7.7% | 32,731 | $3.4M |
| LPL Financial LLC | 0.00% | Add +29.9% | 32,609 | $3.4M |
| Interval Partners, LP | 0.08% | Add +202.8% | 32,544 | $3.4M |
| OP Asset Management Ltd | 0.05% | Add +101.3% | 31,830 | $3.3M |
| Amalgamated Bank | 0.03% | Add +4.4% | 31,259 | $3.3M |
| Intech Investment Management LLC | 0.03% | Reduce -10.0% | 31,098 | $3.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -35.8% | 31,012 | $3.3M |
| Magnetar Financial LLC | 0.02% | New | 29,935 | $3.1M |
| Mariner, LLC | 0.00% | Reduce -3.4% | 29,754 | $3.1M |
| Elizabeth Park Capital Advisors, Ltd. | 2.76% | Reduce -3.8% | 29,302 | $3.1M |
| PMC FIG Opportunities LLC | 4.26% | Add +36.1% | 27,228 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +3.9% | 26,087 | $2.7M |
| NFJ Investment Group, LLC | 0.10% | Reduce -7.2% | 26,036 | $2.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +53.0% | 25,824 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -4.6% | 25,458 | $2.7M |
| Friday Financial | 1.33% | Add +4.8% | 24,904 | $2.6M |
| Integrated Advisors Network LLC | 0.12% | New | 24,850 | $2.6M |
| Petiole USA ltd | 1.79% | No change | 24,122 | $2.5M |
| SJS Investment Consulting Inc. | 0.40% | Reduce -49.2% | 23,995 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Add +2.8% | 23,933 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +1.4% | 23,500 | $2.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +16.5% | 23,243 | $2.4M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Add +216.3% | 22,932 | $2.4M |
| Old National Bancorp | 0.04% | Add +0.4% | 22,834 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +16.4% | 22,027 | $2.3M |
| Diversified Portfolios, Inc. | 0.22% | Add +0.0% | 21,613 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | Add +0.2% | 21,491 | $2.3M |
| Campbell & CO Investment Adviser LLC | 0.14% | Add +128.7% | 21,315 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +4.9% | 21,280 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 21,197 | $2.2M |
| Arizona State Retirement System | 0.01% | Add +2.1% | 21,190 | $2.2M |
| Pathstone Holdings, LLC | 0.01% | Add +98.0% | 21,121 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 19,540 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +0.5% | 20,426 | $2.1M |
| Knights of Columbus Asset Advisors LLC | 0.13% | Reduce -2.0% | 20,403 | $2.1M |
| Louisiana State Employees Retirement System | 0.04% | Add +5.2% | 20,100 | $2.1M |
| Vest Financial, LLC | 0.03% | Add +165.6% | 20,004 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 19,819 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -60.6% | 19,632 | $2.1M |
| First National Bank of Omaha | 0.13% | Reduce -4.9% | 19,618 | $2.1M |
| Voya Investment Management LLC | 0.00% | Reduce -69.9% | 19,446 | $2.0M |
| Kennedy Capital Management LLC | 0.05% | Add +42.1% | 19,425 | $2.0M |
| Nisa Investment Advisors, LLC | 0.01% | Add +2.8% | 19,118 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.1% | 18,800 | $2.0M |
| GAMCO Investors | 0.02% | New | 18,714 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.7% | 18,336 | $1.9M |
| Jackson Creek Investment Advisors LLC | 0.49% | Add +15.2% | 17,306 | $1.8M |
| State of Michigan Retirement System | 0.01% | Add +5.5% | 17,141 | $1.8M |
| iSAM Funds (UK) Ltd | 0.39% | New | 16,850 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +13.5% | 16,478 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 16,430 | $1.7M |
| Quadrant Capital Group LLC | 0.06% | Reduce -3.5% | 16,431 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -2.7% | 16,286 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -73.8% | 16,030 | $1.7M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +5.3% | 15,935 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +1.9% | 15,773 | $1.7M |
| Paragon Capital Management LLC | 0.84% | Add +17.6% | 15,603 | $1.6M |
| Headlands Technologies LLC | 0.20% | Reduce -34.1% | 15,494 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Reduce -3.1% | 15,242 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -0.7% | 14,795 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | No change | 14,690 | $1.5M |
| Oregon Public Employees Retirement Fund | 0.03% | Add +5.0% | 14,616 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 13,900 | $1.5M |
| Angel Oak Capital Advisors, LLC | 2.02% | Add +40.2% | 13,600 | $1.4M |
| Fortress Wealth Management, Inc. | 0.65% | No change | 12,780 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -1.1% | 12,600 | $1.3M |
| AXA S.A. | 0.00% | Reduce -81.9% | 12,077 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +2.8% | 11,335 | $1.2M |
| Cwm, LLC | 0.00% | Add +4.4% | 11,068 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,869 | $1.1M |
| Atwood & Palmer Inc. | 0.07% | No change | 10,729 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.2% | 10,723 | $1.1M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -92.8% | 10,620 | $1.1M |
| Xponance LLC | 0.01% | Reduce -14.9% | 10,364 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +86.0% | 10,288 | $1.1M |
| Accredited Investors Inc. | 0.06% | Reduce -9.0% | 9,939 | $1.0M |
| Meritage Portfolio Management | 0.07% | No change | 9,910 | $1.0M |
| Sterling Capital Management LLC | 0.01% | Reduce -28.1% | 9,809 | $1.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -75.2% | 9,700 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +135.3% | 9,608 | $1.0M |
| Persistent Asset Partners Ltd | 0.87% | Reduce -21.5% | 9,391 | $988K |
| SummerHaven Investment Management, LLC | 0.64% | Add +1.7% | 9,298 | $978K |
| Cibc World Markets Corp. | 0.01% | Reduce -40.8% | 8,960 | $942K |
| FORA Capital, LLC | 0.10% | Add +193.2% | 8,900 | $936K |
| Aquatic Capital Management LLC | 0.02% | New | 8,886 | $934K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -38.8% | 8,817 | $927K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.8% | 8,455 | $889K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -10.9% | 8,445 | $888K |
| Bank of Montreal | 0.00% | Reduce -6.4% | 8,435 | $887K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.7% | 8,021 | $843K |
| Country Club Bank | 0.05% | Reduce -1.1% | 7,929 | $841K |
| IHT Wealth Management, LLC | 0.02% | No change | 7,845 | $825K |
| Caliber Wealth Management, LLC / KS | 0.09% | Add +0.3% | 7,742 | $814K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +22.9% | 7,522 | $791K |
| Kavar Capital Partners Group, LLC | 0.11% | No change | 7,402 | $778K |
| Ieq Capital, LLC | 0.00% | Add +2.7% | 7,276 | $765K |
| CenterBook Partners LP | 0.04% | New | 7,231 | $760K |
| Farringdon Capital, Ltd. | 0.25% | Add +37.3% | 7,196 | $757K |
| Occudo Quantitative Strategies LP | 0.08% | Reduce -0.6% | 7,110 | $748K |
| HighTower Advisors, LLC | 0.00% | Add +33.9% | 7,060 | $742K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 6,918 | $728K |
| State of Wisconsin Investment Board | 0.00% | Reduce -6.6% | 6,865 | $722K |
| First Citizens Bank & Trust Co. | 0.01% | New | 6,602 | $694K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.4% | 6,268 | $659K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.0% | 5,931 | $624K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -5.7% | 5,825 | $613K |
| EP Wealth Advisors, LLC | 0.00% | Add +27.3% | 5,598 | $589K |
| Bayview Asset Management, LLC | 0.58% | New | 5,500 | $578K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.1% | 5,467 | $575K |
| Securian Asset Management, Inc. | 0.02% | Add +5.5% | 5,435 | $572K |
| Engineers Gate Manager LP | 0.01% | New | 5,256 | $553K |
| 111 Capital | 0.09% | Reduce -12.4% | 5,168 | $543K |
| HSBC Holdings PLC | 0.00% | Reduce -33.5% | 5,132 | $541K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -30.3% | 5,141 | $541K |
| WealthPlan Investment Management, LLC | 0.04% | Add +15.8% | 5,097 | $536K |
| Vontobel Holding Ltd. | 0.00% | Add +10.1% | 5,022 | $528K |
| Fiduciary Trust Co | 0.01% | Add +22.0% | 4,985 | $524K |
| Whelan Financial | 0.19% | No change | 4,942 | $520K |
| Readystate Asset Management LP | 0.04% | New | 4,907 | $516K |
| Keybank National Association | 0.00% | Reduce -15.9% | 4,887 | $514K |
| KLCM Advisors, Inc. | 0.05% | No change | 4,878 | $513K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,863 | $511K |
| Connable Office Inc. | 0.05% | No change | 4,851 | $510K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -82.0% | 4,807 | $506K |
| M&T Bank Corp | 0.00% | Add +100.0% | 4,690 | $493K |
| Hamilton Capital Partners Inc. | 0.03% | No change | 4,674 | $492K |
| Jones Financial Companies LLLP | 0.00% | Add +0.9% | 4,493 | $473K |
| PrairieView Partners, LLC | 0.05% | No change | 4,476 | $470K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 4,387 | $461K |
| Cambria Investment Management, L.P. | 0.03% | Reduce -2.7% | 4,259 | $448K |
| Cetera Investment Advisers | 0.00% | Add +6.8% | 4,232 | $445K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +0.4% | 4,053 | $426K |
| Evergreen Capital Management LLC | 0.01% | Reduce -10.3% | 4,029 | $425K |
| Trust Point Inc. | 0.04% | Reduce -36.2% | 4,038 | $425K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,030 | $424K |
| Quantinno Capital Management LP | 0.00% | Add +31.2% | 4,022 | $423K |
| Signaturefd, LLC | 0.01% | Add +1.2% | 4,013 | $422K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 4,000 | $421K |
| Profund Advisors LLC | 0.01% | Reduce -2.8% | 3,938 | $414K |
| Park Avenue Securities LLC | 0.00% | New | 3,877 | $408K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 3,864 | $406K |
| DRW Securities, LLC | 0.03% | New | 3,861 | $406K |
| Whalen Wealth Management Inc. | 0.25% | New | 3,786 | $398K |
| First Community Trust NA | 0.32% | No change | 3,730 | $392K |
| Inspire Investing, LLC | 0.04% | Add +8.7% | 3,698 | $389K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,641 | $383K |
| Pitcairn Co. | 0.03% | Reduce -17.8% | 3,635 | $382K |
| Squarepoint Ops LLC | 0.00% | Reduce -54.3% | 3,590 | $378K |
| First National Advisers, LLC | 0.06% | Reduce -2.9% | 3,570 | $375K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 3,563 | $375K |
| Miramar Capital, LLC | 0.09% | New | 3,530 | $371K |
| MML Investors Services, LLC | 0.00% | Add +0.2% | 3,484 | $366K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.4% | 3,465 | $364K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.7% | 3,458 | $364K |
| Dynamic Technology Lab Private Ltd | 0.05% | Reduce -49.8% | 3,430 | $361K |
| Koesten, Hirschmann & Crabtree, INC. | 0.18% | No change | 3,387 | $356K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -76.3% | 3,313 | $348K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,306 | $348K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,216 | $338K |
| Moors & Cabot, Inc. | 0.02% | Reduce -3.2% | 3,192 | $336K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -13.3% | 3,147 | $332K |
| LexAurum Advisors, LLC | 0.05% | Add +0.1% | 3,132 | $329K |
| Hancock Whitney Corp. | 0.01% | Reduce -62.4% | 3,027 | $318K |
| Integrated Investment Consultants, LLC | 0.06% | Reduce -37.7% | 2,960 | $311K |
| &partners | 0.00% | New | 2,943 | $310K |
| Ethic Inc. | 0.01% | Add +26.1% | 2,889 | $306K |
| RMG Wealth Management LLC | 0.05% | — | 2,800 | $306K |
| ETF Store, Inc. | 0.35% | No change | 2,908 | $306K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -7.0% | 2,819 | $296K |
| High Net Worth Advisory Group LLC | 0.08% | Add +0.0% | 2,801 | $295K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,800 | $294K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -27.0% | 2,764 | $291K |
| Forum Financial Management, LP | 0.00% | No change | 2,713 | $285K |
| Clearstead Advisors, LLC | 0.00% | Add +16.1% | 2,697 | $284K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 2,684 | $282K |
| Assetmark, Inc. | 0.00% | Reduce -1.8% | 2,661 | $280K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 2,620 | $276K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,390 | $274K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 2,528 | $266K |
| Scientech Research LLC | 0.06% | New | 2,520 | $265K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -1.3% | 2,514 | $264K |
| GTS Securities LLC | 0.01% | Reduce -34.6% | 2,417 | $254K |
| Shelton Capital Management | 0.01% | Reduce -2.2% | 2,414 | $254K |
| Blueshift Asset Management, LLC | 0.08% | Add +20.0% | 2,406 | $253K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.2% | 2,396 | $253K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.6% | 2,404 | $253K |
| First Affirmative Financial Network | 0.13% | Reduce -1.6% | 2,389 | $251K |
| Greenleaf Trust | 0.00% | Reduce -7.8% | 2,331 | $245K |
| High Note Wealth, LLC | 0.06% | Add +0.7% | 2,329 | $245K |
| Praxis Investment Management Inc. | 0.02% | New | 2,320 | $244K |
| Leonteq Securities AG | 0.01% | Add +0.0% | 2,313 | $243K |
| CIBC Asset Management Inc | 0.00% | No change | 2,278 | $240K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -17.1% | 2,240 | $236K |
| KBC Group NV | 0.00% | Reduce -33.8% | 2,234 | $235K |
| Regions Financial Corp. | 0.00% | Reduce -4.8% | 2,207 | $232K |
| Monument Capital Management | 0.06% | Reduce -9.3% | 2,142 | $225K |
| Equitable Holdings, Inc. | 0.00% | Reduce -35.1% | 2,134 | $224K |
| Heritage Family Offices, LLP | 0.11% | No change | 2,215 | $222K |
| Pacer Advisors, Inc. | 0.00% | New | 2,068 | $217K |
| Anb Bank | 0.10% | New | 2,060 | $217K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -4.9% | 2,053 | $216K |
| Panagora Asset Management Inc. | 0.00% | Reduce -2.3% | 2,032 | $214K |
| Empowered Funds, LLC | 0.00% | New | 1,984 | $209K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 1,983 | $209K |
| Shell Asset Management Co. | 0.01% | Reduce -16.6% | 1,946 | $205K |
| Merit Financial Group, LLC | 0.00% | New | 1,946 | $205K |
| Bridgewealth Advisory Group, LLC | 0.05% | New | 1,938 | $204K |
| Vident Advisory, LLC | 0.00% | Reduce -4.0% | 1,915 | $201K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.08% | No change | 1,900 | $200K |
| JNBA Financial Advisors | 0.02% | No change | 1,841 | $194K |
| SG Americas Securities, LLC | 0.00% | Reduce -85.8% | 1,812 | $191K |
| State of Wyoming | 0.02% | Reduce -80.9% | 1,450 | $152K |
| Point72 (DIFC) Ltd | 0.01% | New | 1,367 | $144K |
| Pinney & Scofield, Inc. | 0.10% | No change | 1,346 | $142K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 1,345 | $141K |
| Lazard Asset Management LLC | 0.00% | Reduce -3.3% | 1,201 | $126K |
| Parallel Advisors, LLC | 0.00% | Reduce -6.8% | 1,189 | $125K |
| AlphaQuest LLC | 0.01% | No change | 1,174 | $123K |
| MAI Capital Management | 0.00% | Add +51.9% | 1,171 | $123K |
| Hilltop National Bank | 0.03% | — | 1,001 | $105K |
| GAMMA Investing LLC | 0.01% | Reduce -4.0% | 884 | $93K |
| Danske Bank A/S | 0.00% | Reduce -95.6% | 884 | $93K |
| Marquette Asset Management, LLC | 0.01% | No change | 813 | $85K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 728 | $77K |
| Clarity Asset Management, Inc. | 0.04% | No change | 643 | $68K |
| Optiver Holding B.V. | 0.00% | Add +23.2% | 589 | $62K |
| Blue Trust, Inc. | 0.00% | Add +12.5% | 576 | $61K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.4% | 572 | $60K |
| Principal Securities, Inc. | 0.00% | Add +420.8% | 552 | $58K |
| Covestor Ltd | 0.03% | Add +22.4% | 546 | $57K |
| Fifth Third Bancorp | 0.00% | Reduce -13.3% | 541 | $57K |
| Versant Capital Management, Inc | 0.01% | Reduce -0.6% | 495 | $52K |
| CI Investments Inc. | 0.00% | Add +38.5% | 496 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +193.5% | 405 | $43K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 346 | $36K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 345 | $36K |
| City State Bank | 0.01% | No change | 300 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $32K |
| McIlrath & Eck, LLC | 0.00% | No change | 291 | $31K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -50.4% | 280 | $30K |
| Rothschild Investment LLC | 0.00% | Add +2.2% | 277 | $29K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +4.2% | 273 | $29K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 266 | $28K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 252 | $27K |
| Bessemer Group Inc. | 0.00% | Reduce -13.8% | 243 | $26K |
| Winch Advisory Services, LLC | 0.01% | Add +0.4% | 235 | $25K |
| Fairman Group, LLC | 0.02% | New | 226 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -37.6% | 226 | $24K |
| Arax Advisory Partners | 0.00% | Add +1766.7% | 224 | $24K |
| Allworth Financial LP | 0.00% | Reduce -9.3% | 196 | $21K |
| Private Trust Co. NA | 0.00% | Add +64.1% | 169 | $18K |
| CENTRAL TRUST Co | 0.00% | Reduce -59.6% | 166 | $17K |
| Brooklyn Investment Group | 0.00% | Reduce -36.0% | 158 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 145 | $15K |
| Larson Financial Group LLC | 0.00% | Add +0.7% | 141 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +5100.0% | 104 | $11K |
| Accent Capital Management, LLC | 0.00% | No change | 95 | $10K |
| Horizon Financial Services, LLC | 0.01% | New | 95 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | New | 90 | $9K |
| Huntington National Bank | 0.00% | No change | 82 | $9K |
| Quarry LP | 0.00% | Add +102.6% | 79 | $8K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -19.6% | 78 | $8K |
| Global Retirement Partners, LLC | 0.00% | — | 73 | $8K |
| Key Financial Inc | 0.00% | No change | 63 | $7K |
| Hemington Wealth Management | 0.00% | Add +8.6% | 63 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 56 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 55 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Add +92.6% | 52 | $5K |
| Hillsdale Investment Management Inc. | 0.00% | Reduce -16.7% | 50 | $5K |
| FNY Investment Advisers, LLC | 0.00% | New | 50 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 35 | $4K |
| GeoWealth Management, LLC | 0.00% | Reduce -8.1% | 34 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 22 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -31.3% | 22 | $2K |
| Spire Wealth Management | 0.00% | No change | 20 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 20 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| Bokf, NA | 0.00% | No change | 17 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -20.0% | 12 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 12 | $1K |
| True Wealth Design, LLC | 0.00% | Add +200.0% | 9 | $947 |
| HFM Investment Advisors, LLC | 0.00% | Add +400.0% | 5 | $526 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 4 | $458 |
| Essential Partners LLC | 0.00% | — | 4 | $421 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $421 |
| Rialto Wealth Management, LLC | 0.00% | New | 3 | $316 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $210 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $106 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $105 |
| 1620 Investment Advisors, Inc. | 0.00% | Reduce -98.9% | 11 | $75 |
| Avion Wealth | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.