Umb FinancialUMBF
13F holders, Q3 2025 (September 30)405holders −4
49new positions
48sold out
7famous investors
$118.38avg. 13F price*
At the end of Q3 2025, 405 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, down 4 from Q2 2025. 49 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($919.4M) and UMB Bank, n.a. ($510.8M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $149.4M |
| Exits | 48 | $80.2M |
All 13F filers, Q2 2025 → Q3 2025: 4,782,529 shares bought and 3,544,024 shares sold, net +1,238,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 405 holders
| BlackRock, Inc. | 0.02% | Reduce -0.5% | 9,038,629 | $1.1B |
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 7,768,829 | $919.4M |
| UMB Bank, n.a. | 7.52% | Reduce -0.9% | 4,315,949 | $510.8M |
| State Street Corp. | 0.02% | Reduce -1.5% | 4,233,653 | $502.7M |
| Wellington Management Group LLP | 0.06% | Add +32.0% | 3,098,798 | $366.7M |
| Dimensional Fund Advisors LP | 0.07% | Add +3.5% | 2,832,827 | $335.3M |
| FMR LLC | 0.01% | Add +1.3% | 2,247,578 | $266.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 1,874,900 | $221.9M |
| Neuberger Berman Group LLC | 0.16% | Add +32.7% | 1,832,674 | $216.9M |
| Allspring Global Investments Holdings, LLC | 0.33% | Reduce -11.2% | 1,755,496 | $207.7M |
| American Century Companies Inc. | 0.10% | Reduce -19.7% | 1,594,380 | $188.7M |
| Alliancebernstein L.P. | 0.05% | Reduce -2.3% | 1,455,157 | $172.2M |
| Earnest Partners LLC | 0.70% | Reduce -4.0% | 1,371,653 | $162.3M |
| Victory Capital Management Inc. | 0.09% | Reduce -2.0% | 1,222,063 | $144.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +21.0% | 974,499 | $115.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 929,156 | $110.0M |
| Citadel Advisors | 0.09% | Reduce -20.7% | 879,447 | $104.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.0% | 844,439 | $99.9M |
| Principal Financial Group Inc. | 0.04% | Reduce -3.3% | 751,277 | $88.9M |
| GW&K Investment Management, LLC | 0.78% | Add +20.0% | 742,958 | $87.9M |
| Nuveen, LLC | 0.02% | Add +17.9% | 728,296 | $86.2M |
| Morgan Stanley | 0.01% | Add +31.0% | 725,693 | $85.9M |
| Bank of America Corp. | 0.01% | Reduce -5.6% | 713,657 | $84.5M |
| Global Alpha Capital Management Ltd. | 4.36% | Reduce -0.1% | 643,844 | $76.2M |
| Clearbridge Investments, LLC | 0.05% | Add +63.1% | 604,890 | $71.6M |
| First Trust Advisors LP | 0.05% | Add +44.3% | 580,926 | $68.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 571,541 | $67.6M |
| Schroder Investment Management Group | 0.05% | Add +34.0% | 503,692 | $59.7M |
| Captrust Financial Advisors | 0.11% | Reduce -1.3% | 460,066 | $54.4M |
| UBS Group AG | 0.01% | Add +12.4% | 378,861 | $44.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -6.4% | 365,703 | $43.3M |
| NFJ Investment Group, LLC | 1.45% | Add +1273.9% | 357,720 | $42.3M |
| Systematic Financial Management LP | 1.00% | Reduce -0.2% | 346,363 | $41.0M |
| Neumeier Poma Investment Counsel LLC | 3.27% | Add +10.2% | 338,052 | $40.0M |
| ProShare Advisors LLC | 0.08% | Reduce -7.0% | 335,956 | $39.8M |
| Franklin Resources Inc. | 0.01% | Reduce -4.8% | 319,912 | $37.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 316,938 | $37.5M |
| Fisher Asset Management | 0.01% | Add +1.6% | 286,681 | $33.9M |
| Raymond James Financial Inc. | 0.01% | Add +29.9% | 277,797 | $32.9M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -33.5% | 265,932 | $31.5M |
| Invesco Ltd. | 0.00% | Reduce -46.7% | 259,547 | $30.7M |
| Federated Hermes, Inc. | 0.05% | Add +69.7% | 253,708 | $30.0M |
| Boston Trust Walden Corp | 0.22% | Reduce -1.8% | 252,922 | $29.9M |
| William Blair Investment Management, LLC | 0.08% | New | 249,126 | $29.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.6% | 247,893 | $29.3M |
| Freestone Grove Partners LP | 0.22% | New | 247,558 | $29.3M |
| Rhumbline Advisers | 0.02% | Reduce -1.1% | 240,794 | $28.5M |
| Stieven Capital Advisors, L.P. | 5.13% | Add +1.5% | 230,089 | $27.2M |
| Emerald Advisers, LLC | 0.80% | Reduce -1.6% | 209,563 | $24.8M |
| Sei Investments Co. | 0.03% | Reduce -12.0% | 199,474 | $23.6M |
| New York State Common Retirement Fund | 0.03% | Add +0.1% | 195,084 | $23.1M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 188,300 | $22.3M |
| AQR Capital Management | 0.01% | Add +2.2% | 188,182 | $22.3M |
| WCM Investment Management, LLC | 0.05% | New | 183,800 | $21.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -37.9% | 183,992 | $21.8M |
| Zurich Insurance Group Ltd | 0.15% | New | 182,803 | $21.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.6% | 182,721 | $21.6M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 181,710 | $21.5M |
| Barclays PLC | 0.01% | Reduce -5.5% | 172,799 | $20.5M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 7.10% | No change | 170,440 | $20.2M |
| Ceredex Value Advisors LLC | 0.42% | Add +1.6% | 154,450 | $18.3M |
| Swiss National Bank | 0.01% | Add +6.1% | 147,220 | $17.4M |
| Tributary Capital Management, LLC | 1.49% | Reduce -8.5% | 138,877 | $16.4M |
| Legal & General Group Plc | 0.00% | Reduce -4.8% | 132,881 | $15.7M |
| California Public Employees Retirement System | 0.01% | Add +5.0% | 127,713 | $15.1M |
| STRS Ohio | 0.05% | Add +10.7% | 119,700 | $14.2M |
| Congress Asset Management Co. | 0.09% | Reduce -2.9% | 117,825 | $13.9M |
| Basswood Capital Management, L.L.C. | 0.63% | Reduce -5.5% | 115,120 | $13.6M |
| Emerald Mutual Fund Advisers Trust | 0.69% | Reduce -6.9% | 113,316 | $13.4M |
| Renaissance Technologies | 0.02% | Reduce -57.8% | 108,070 | $12.8M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -3.9% | 106,871 | $12.6M |
| Deutsche Bank AG | 0.00% | Reduce -35.3% | 105,257 | $12.5M |
| Gator Capital Management, LLC | 3.08% | Add +0.5% | 101,650 | $12.0M |
| Third Avenue Management LLC | 2.17% | Reduce -5.1% | 97,518 | $11.5M |
| Rafferty Asset Management, LLC | 0.03% | Add +3.5% | 88,552 | $10.5M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.1% | 86,294 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +23.1% | 85,383 | $10.1M |
| Creative Planning | 0.01% | Add +10.4% | 79,310 | $9.4M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.3% | 77,871 | $9.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.2% | 75,788 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +34.5% | 72,485 | $8.6M |
| Jane Street Group, LLC | 0.01% | Add +267.4% | 72,128 | $8.5M |
| California State Teachers Retirement System | 0.01% | Add +5.0% | 71,244 | $8.4M |
| Maltese Capital Management LLC | 1.30% | Reduce -25.6% | 71,000 | $8.4M |
| Susquehanna Fundamental Investments, LLC | 0.33% | No change | 70,936 | $8.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +10.4% | 65,929 | $7.8M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 60,476 | $7.2M |
| Citigroup Inc. | 0.01% | Reduce -32.0% | 60,463 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Add +11.1% | 59,927 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Add +72.3% | 56,390 | $6.7M |
| MIdWestOne Financial Group, Inc. | 0.81% | No change | 56,121 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -12.5% | 55,540 | $6.6M |
| Brown Advisory Inc. | 0.01% | Reduce -1.9% | 55,147 | $6.5M |
| Brant Point Investment Management LLC | 1.42% | Reduce -8.5% | 54,054 | $6.4M |
| King Luther Capital Management Corp. | 0.03% | No change | 52,534 | $6.2M |
| Peregrine Capital Management LLC | 0.18% | Reduce -0.3% | 51,266 | $6.1M |
| Midwest Trust Co | 0.08% | Reduce -0.1% | 51,136 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.6% | 49,429 | $5.9M |
| Public Employees Retirement System of Ohio | 0.02% | Add +12.8% | 49,427 | $5.8M |
| Kennedy Capital Management LLC | 0.13% | Add +153.0% | 49,145 | $5.8M |
| Wedge Capital Management L L P | 0.10% | Reduce -15.8% | 48,198 | $5.7M |
| Mariner, LLC | 0.01% | Add +57.8% | 46,937 | $5.6M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +7.6% | 45,926 | $5.4M |
| GHP Investment Advisors, Inc. | 0.23% | Add +1.4% | 45,887 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +0.1% | 43,240 | $5.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +12.3% | 44,168 | $5.2M |
| Phocas Financial Corp. | 0.67% | Add +2.1% | 43,508 | $5.1M |
| Fieldview Capital Management, LLC | 0.81% | Add +11.0% | 41,859 | $5.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -68.2% | 38,700 | $4.6M |
| Commerce Bank | 0.03% | Reduce -0.7% | 38,693 | $4.6M |
| Vest Financial, LLC | 0.05% | Add +76.0% | 35,205 | $4.2M |
| LPL Financial LLC | 0.00% | Add +5.0% | 34,227 | $4.1M |
| Comerica Bank | 0.02% | Reduce -1.8% | 34,220 | $4.1M |
| Millennium Management | 0.00% | Reduce -77.3% | 34,054 | $4.0M |
| Balyasny Asset Management L.P. | 0.01% | Add +218.4% | 33,812 | $4.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -15.3% | 33,778 | $4.0M |
| Janus Henderson Group PLC | 0.00% | Add +6.4% | 33,001 | $3.9M |
| OP Asset Management Ltd | 0.05% | No change | 31,830 | $3.8M |
| Amalgamated Bank | 0.03% | Add +0.1% | 31,274 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -74.6% | 31,060 | $3.7M |
| Elizabeth Park Capital Advisors, Ltd. | 2.92% | Add +4.1% | 30,502 | $3.6M |
| Intech Investment Management LLC | 0.03% | Reduce -2.1% | 30,442 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +16.1% | 29,557 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +26.7% | 29,457 | $3.5M |
| Great Lakes Advisors, LLC | 0.03% | Reduce -40.8% | 29,303 | $3.5M |
| Truist Financial Corp. | 0.00% | Add +42.3% | 29,067 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +6.1% | 27,668 | $3.3M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | New | 27,178 | $3.2M |
| Cerity Partners LLC | 0.01% | Add +22.6% | 27,014 | $3.2M |
| FJ Capital Management LLC | 0.34% | New | 26,549 | $3.1M |
| 1832 Asset Management L.P. | 0.01% | New | 26,400 | $3.1M |
| Dynamic Technology Lab Private Ltd | 0.52% | Add +660.1% | 26,070 | $3.1M |
| Integrated Advisors Network LLC | 0.13% | Add +3.6% | 25,753 | $3.0M |
| Friday Financial | 1.27% | Add +2.6% | 25,559 | $3.0M |
| Horizon Investments, LLC | 0.04% | New | 25,128 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +51.6% | 24,301 | $2.9M |
| Petiole USA ltd | 1.97% | No change | 24,122 | $2.9M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | No change | 22,932 | $2.7M |
| Pathstone Holdings, LLC | 0.01% | Add +8.5% | 22,908 | $2.7M |
| Holocene Advisors, LP | 0.01% | Reduce -46.2% | 22,830 | $2.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -12.0% | 22,714 | $2.7M |
| Yousif Capital Management, LLC | 0.03% | Reduce -6.1% | 22,467 | $2.7M |
| Arizona State Retirement System | 0.01% | Add +5.8% | 22,408 | $2.7M |
| Johnson Investment Counsel Inc. | 0.02% | Add +1.4% | 21,802 | $2.6M |
| Knights of Columbus Asset Advisors LLC | 0.14% | Add +4.2% | 21,261 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 21,197 | $2.5M |
| Diversified Portfolios, Inc. | 0.22% | Reduce -2.4% | 21,106 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -10.4% | 21,063 | $2.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +11.4% | 20,938 | $2.5M |
| Old National Bancorp | 0.04% | Reduce -9.9% | 20,572 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +23.1% | 20,282 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -67.1% | 19,976 | $2.4M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -1.0% | 19,900 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 19,819 | $2.3M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -8.6% | 19,454 | $2.3M |
| Nisa Investment Advisors, LLC | 0.01% | Add +0.0% | 19,121 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +13.8% | 18,689 | $2.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 18,318 | $2.2M |
| First National Bank of Omaha | 0.14% | Reduce -7.1% | 18,232 | $2.2M |
| Teacher Retirement System of Texas | 0.01% | Add +19.4% | 18,200 | $2.2M |
| HRT Financial LP | 0.01% | New | 18,095 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -7.9% | 17,995 | $2.1M |
| Handelsbanken Fonder AB | 0.01% | Add +22.5% | 17,990 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -0.6% | 17,041 | $2.0M |
| Quadrant Capital Group LLC | 0.06% | Add +0.8% | 16,560 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +4.3% | 16,450 | $1.9M |
| GAMCO Investors | 0.02% | Reduce -14.5% | 15,996 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.2% | 15,908 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Add +6.8% | 15,795 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -3.2% | 15,766 | $1.9M |
| Paragon Capital Management LLC | 0.89% | No change | 15,603 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +103.8% | 14,831 | $1.8M |
| Cwm, LLC | 0.01% | Add +32.6% | 14,679 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Add +698.0% | 14,459 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.4% | 14,416 | $1.7M |
| Interval Partners, LP | 0.04% | Reduce -56.1% | 14,296 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +30.4% | 13,983 | $1.7M |
| New Mexico Educational Retirement Board | 0.05% | No change | 13,900 | $1.6M |
| Angel Oak Capital Advisors, LLC | 1.26% | No change | 13,600 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -32.6% | 13,096 | $1.5M |
| Fortress Wealth Management, Inc. | 0.67% | No change | 12,780 | $1.5M |
| Steele Capital Management, Inc. | 0.07% | New | 12,363 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Add +23.3% | 12,096 | $1.4M |
| SJS Investment Consulting Inc. | 0.18% | Reduce -54.2% | 10,995 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -3.3% | 10,960 | $1.3M |
| Atwood & Palmer Inc. | 0.07% | No change | 10,729 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.7% | 10,374 | $1.2M |
| Xponance LLC | 0.01% | Reduce -1.4% | 10,224 | $1.2M |
| Accredited Investors Inc. | 0.07% | No change | 9,939 | $1.2M |
| Meritage Portfolio Management | 0.08% | No change | 9,910 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +16.9% | 9,876 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -9.2% | 9,869 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +79.1% | 9,789 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.5% | 9,723 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Add +354.1% | 9,390 | $1.1M |
| CenterBook Partners LP | 0.05% | Add +22.8% | 8,879 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +24.5% | 8,613 | $1.0M |
| Bridgewater Associates | 0.00% | New | 8,442 | $999K |
| Cetera Investment Advisers | 0.00% | Add +98.8% | 8,413 | $996K |
| Hancock Whitney Corp. | 0.02% | Add +166.8% | 8,077 | $956K |
| Country Club Bank | 0.06% | No change | 7,929 | $940K |
| IHT Wealth Management, LLC | 0.02% | No change | 7,845 | $928K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.7% | 7,801 | $923K |
| Fiduciary Trust Co | 0.01% | Add +55.7% | 7,762 | $919K |
| CIBC Bancorp USA Inc. | 0.01% | — | 7,751 | $917K |
| Choreo, LLC | 0.01% | Reduce -39.5% | 7,626 | $905K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +1.2% | 7,615 | $901K |
| HighTower Advisors, LLC | 0.00% | Add +7.6% | 7,594 | $899K |
| Armistice Capital, LLC | 0.03% | New | 7,580 | $897K |
| Bank of Montreal | 0.00% | Reduce -11.5% | 7,466 | $884K |
| Kavar Capital Partners Group, LLC | 0.12% | No change | 7,402 | $876K |
| State of Wisconsin Investment Board | 0.00% | Add +4.8% | 7,195 | $852K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | New | 7,017 | $831K |
| First Citizens Bank & Trust Co. | 0.02% | Add +5.7% | 6,980 | $826K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.7% | 6,312 | $747K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +3.7% | 6,149 | $728K |
| Quantinno Capital Management LP | 0.00% | Add +48.0% | 5,951 | $704K |
| Bayview Asset Management, LLC | 0.52% | Add +4.4% | 5,741 | $679K |
| Marshall Wace, LLP | 0.00% | New | 5,533 | $655K |
| Public Employees Retirement Association of Colorado | 0.00% | Add +70.6% | 5,486 | $649K |
| Securian Asset Management, Inc. | 0.02% | Reduce -1.8% | 5,335 | $631K |
| Cambria Investment Management, L.P. | 0.04% | Add +24.9% | 5,321 | $630K |
| Jones Financial Companies LLLP | 0.00% | Add +13.8% | 5,114 | $606K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.8% | 5,102 | $604K |
| Whelan Financial | 0.19% | Add +1.3% | 5,006 | $592K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -3.3% | 4,927 | $583K |
| KLCM Advisors, Inc. | 0.06% | No change | 4,878 | $577K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,863 | $576K |
| Connable Office Inc. | 0.05% | No change | 4,851 | $574K |
| M&T Bank Corp | 0.00% | Add +2.5% | 4,808 | $569K |
| Vontobel Holding Ltd. | 0.00% | Reduce -4.5% | 4,798 | $568K |
| Keybank National Association | 0.00% | Reduce -2.1% | 4,786 | $566K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 4,674 | $553K |
| Evergreen Capital Management LLC | 0.01% | Add +14.7% | 4,622 | $549K |
| State of Wyoming | 0.06% | Add +218.3% | 4,615 | $546K |
| Trust Point Inc. | 0.04% | Add +11.9% | 4,518 | $535K |
| Park Avenue Securities LLC | 0.00% | Add +12.9% | 4,379 | $518K |
| Merit Financial Group, LLC | 0.00% | Add +124.2% | 4,362 | $516K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -28.9% | 4,140 | $490K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +0.1% | 4,058 | $480K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,030 | $477K |
| Signaturefd, LLC | 0.01% | Add +0.2% | 4,021 | $476K |
| NJ State Employees Deferred Compensation Plan | 0.05% | No change | 4,000 | $473K |
| MML Investors Services, LLC | 0.00% | Add +12.5% | 3,921 | $464K |
| Verdence Capital Advisors LLC | 0.03% | New | 4,090 | $460K |
| Profund Advisors LLC | 0.01% | Reduce -1.4% | 3,882 | $459K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -1.7% | 3,799 | $450K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.9% | 3,779 | $447K |
| Savant Capital, LLC | 0.00% | New | 3,749 | $444K |
| First National Advisers, LLC | 0.06% | Add +4.8% | 3,742 | $443K |
| First Community Trust NA | 0.34% | No change | 3,730 | $441K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.9% | 3,668 | $434K |
| Optimize Financial Inc. | 0.22% | New | 3,627 | $429K |
| HSBC Holdings PLC | 0.00% | Reduce -30.4% | 3,571 | $423K |
| Two Sigma Advisers, LP | 0.00% | Reduce -93.2% | 3,455 | $409K |
| Swiss Life Asset Management Ltd | 0.00% | New | 3,445 | $408K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.1% | 3,407 | $403K |
| Koesten, Hirschmann & Crabtree, INC. | 0.19% | No change | 3,387 | $401K |
| Ethic Inc. | 0.01% | Add +15.1% | 3,326 | $394K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 3,313 | $392K |
| Coldstream Capital Management Inc. | 0.01% | Add +55.9% | 3,201 | $379K |
| &partners | 0.00% | Add +6.1% | 3,122 | $371K |
| LexAurum Advisors, LLC | 0.05% | Add +0.0% | 3,133 | $371K |
| MQS Management LLC | 0.21% | New | 2,987 | $354K |
| GTS Securities LLC | 0.01% | Add +23.5% | 2,984 | $353K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 2,960 | $350K |
| OneDigital Investment Advisors LLC | 0.00% | Add +21.1% | 2,910 | $344K |
| ETF Store, Inc. | 0.36% | No change | 2,908 | $344K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 2,802 | $332K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 2,801 | $332K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,800 | $331K |
| Assetmark, Inc. | 0.00% | Add +2.7% | 2,734 | $324K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -71.6% | 2,726 | $323K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 2,719 | $322K |
| Pitcairn Co. | 0.02% | Reduce -26.8% | 2,661 | $315K |
| RMG Wealth Management LLC | 0.04% | No change | 2,800 | $314K |
| Moors & Cabot, Inc. | 0.01% | Reduce -17.2% | 2,643 | $313K |
| High Note Wealth, LLC | 0.06% | Add +13.4% | 2,642 | $313K |
| Atlantic Union Bankshares Corp | 0.01% | New | 2,490 | $295K |
| First Affirmative Financial Network | 0.14% | Add +3.1% | 2,462 | $291K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,461 | $291K |
| Shelton Capital Management | 0.01% | No change | 2,414 | $286K |
| Greenleaf Trust | 0.00% | Add +3.0% | 2,400 | $284K |
| XTX Topco Ltd | 0.01% | New | 2,367 | $280K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.9% | 2,354 | $279K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,320 | $275K |
| CIBC Asset Management Inc | 0.00% | No change | 2,278 | $270K |
| HighPoint Advisor Group LLC | 0.01% | New | 2,276 | $269K |
| Two Sigma Securities, LLC | 0.04% | New | 2,262 | $268K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,240 | $265K |
| KBC Group NV | 0.00% | No change | 2,234 | $264K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -7.3% | 2,220 | $264K |
| Regions Financial Corp. | 0.00% | Add +0.3% | 2,214 | $262K |
| Equitable Holdings, Inc. | 0.00% | No change | 2,134 | $253K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.1% | 2,092 | $248K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +3.3% | 2,048 | $242K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,032 | $240K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,016 | $239K |
| Sanctuary Advisors, LLC | 0.00% | New | 1,966 | $233K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 1,938 | $229K |
| Farringdon Capital, Ltd. | 0.06% | Reduce -73.3% | 1,925 | $228K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.09% | No change | 1,900 | $225K |
| Ellenbecker Investment Group | 0.03% | New | 1,874 | $222K |
| Advantage Alpha Capital Partners LP | 0.07% | New | 1,859 | $220K |
| Ritholtz Wealth Management | 0.00% | New | 1,843 | $218K |
| JNBA Financial Advisors | 0.02% | No change | 1,841 | $218K |
| Heritage Family Offices, LLP | 0.10% | Reduce -17.1% | 1,837 | $217K |
| Magnetar Financial LLC | 0.00% | Reduce -94.0% | 1,811 | $214K |
| United Capital Financial Advisors, LLC | 0.00% | New | 1,746 | $207K |
| Abel Hall, LLC | 0.08% | New | 1,711 | $202K |
| Blueshift Asset Management, LLC | 0.06% | Reduce -29.1% | 1,706 | $202K |
| AlphaQuest LLC | 0.01% | Add +38.8% | 1,630 | $193K |
| Bayforest Capital Ltd | 0.08% | New | 1,458 | $173K |
| Hantz Financial Services, Inc. | 0.00% | Add +1288.5% | 1,444 | $171K |
| Rothschild Investment LLC | 0.01% | Add +413.0% | 1,421 | $168K |
| Pinney & Scofield, Inc. | 0.10% | No change | 1,346 | $159K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,345 | $159K |
| Leonteq Securities AG | 0.01% | Reduce -47.0% | 1,226 | $145K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 1,202 | $142K |
| GAMMA Investing LLC | 0.01% | Add +30.3% | 1,152 | $136K |
| Hilltop National Bank | 0.03% | No change | 1,001 | $118K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +8790.9% | 978 | $116K |
| MAI Capital Management | 0.00% | Reduce -17.2% | 970 | $115K |
| Shell Asset Management Co. | 0.01% | Reduce -52.0% | 935 | $111K |
| Rockefeller Capital Management L.P. | 0.00% | New | 858 | $102K |
| Marquette Asset Management, LLC | 0.01% | No change | 813 | $96K |
| Danske Bank A/S | 0.00% | Reduce -8.4% | 810 | $96K |
| Covestor Ltd | 0.05% | Add +46.1% | 798 | $94K |
| Smartleaf Asset Management LLC | 0.01% | Add +168.6% | 752 | $89K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.7% | 755 | $89K |
| Wealthspire Advisors, LLC | 0.00% | New | 697 | $82K |
| Principal Securities, Inc. | 0.00% | Add +22.3% | 675 | $80K |
| Clarity Asset Management, Inc. | 0.04% | Add +0.5% | 646 | $76K |
| Fifth Third Bancorp | 0.00% | Add +9.8% | 594 | $70K |
| Optiver Holding B.V. | 0.00% | Add +0.3% | 591 | $70K |
| Arax Advisory Partners | 0.00% | Add +128.1% | 511 | $60K |
| Versant Capital Management, Inc | 0.01% | No change | 495 | $59K |
| CI Investments Inc. | 0.00% | Reduce -11.7% | 438 | $52K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +88.0% | 425 | $50K |
| Bessemer Group Inc. | 0.00% | Add +72.8% | 420 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.2% | 372 | $44K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 345 | $41K |
| City State Bank | 0.01% | No change | 300 | $36K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $36K |
| Clearstead Advisors, LLC | 0.00% | Reduce -89.1% | 293 | $35K |
| McIlrath & Eck, LLC | 0.00% | No change | 291 | $34K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 266 | $31K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 253 | $30K |
| Allworth Financial LP | 0.00% | Add +28.1% | 251 | $30K |
| Farther Finance Advisors, LLC | 0.00% | Add +219.2% | 249 | $29K |
| CENTRAL TRUST Co | 0.00% | Add +43.4% | 238 | $28K |
| Fairman Group, LLC | 0.02% | No change | 226 | $27K |
| Private Trust Co. NA | 0.00% | Add +25.4% | 212 | $25K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -30.4% | 190 | $22K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 186 | $20K |
| Accent Capital Management, LLC | 0.01% | Add +57.9% | 150 | $18K |
| Quent Capital, LLC | 0.00% | New | 147 | $17K |
| Larson Financial Group LLC | 0.00% | Add +2.1% | 144 | $17K |
| Root Financial Partners, LLC | 0.00% | New | 140 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -10.3% | 130 | $15K |
| Horizon Financial Services, LLC | 0.01% | No change | 95 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 90 | $11K |
| Huntington National Bank | 0.00% | No change | 82 | $10K |
| Global Retirement Partners, LLC | 0.00% | Add +6.8% | 78 | $9K |
| Blue Trust, Inc. | 0.00% | Reduce -87.3% | 73 | $9K |
| Essential Partners LLC | 0.00% | Add +1700.0% | 72 | $9K |
| Hemington Wealth Management | 0.00% | Add +17.5% | 74 | $8K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 66 | $8K |
| Winch Advisory Services, LLC | 0.00% | Reduce -71.9% | 66 | $8K |
| Key Financial Inc | 0.00% | No change | 63 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | Add +20.0% | 60 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 56 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 55 | $7K |
| Mather Group, Llc. | 0.00% | New | 50 | $6K |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 36 | $4K |
| Salomon & Ludwin, LLC | 0.00% | New | 35 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 35 | $4K |
| Sunbelt Securities, Inc. | 0.00% | New | 33 | $4K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 33 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | New | 27 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 23 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 22 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 22 | $3K |
| J.Safra Asset Management Corp | 0.00% | New | 22 | $3K |
| Quarry LP | 0.00% | Reduce -73.4% | 21 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 20 | $2K |
| Wealth Watch Advisors, INC | 0.00% | New | 18 | $2K |
| Spire Wealth Management | 0.00% | Reduce -15.0% | 17 | $2K |
| Turning Point Benefit Group, Inc. | 0.00% | New | 17 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| True Wealth Design, LLC | 0.00% | Add +66.7% | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 12 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -25.0% | 9 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 16 | $1K |
| WPG Advisers, LLC | 0.00% | New | 7 | $828 |
| Tortoise Investment Management, LLC | 0.00% | Add +600.0% | 7 | $828 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $593 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $592 |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $474 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $119 |
| Avion Wealth | 0.00% | No change | 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.