Umb FinancialUMBF
13F holders, Q4 2025 (December 31)413holders +8
33new positions
32sold out
5famous investors
$115.12avg. 13F price*
At the end of Q4 2025, 413 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 8 from Q3 2025. 33 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($884.1M) and UMB Bank, n.a. ($553.3M). 5 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 Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $45.6M |
| Exits | 32 | $68.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,805,127 shares bought and 2,827,828 shares sold, net +977,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 413 holders
| BlackRock, Inc. | 0.02% | Add +0.9% | 9,116,360 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 7,684,774 | $884.1M |
| UMB Bank, n.a. | 7.36% | Add +11.4% | 4,809,824 | $553.3M |
| State Street Corp. | 0.02% | Reduce -1.2% | 4,182,520 | $482.9M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.8% | 2,854,927 | $328.4M |
| FMR LLC | 0.02% | Add +17.3% | 2,635,503 | $303.2M |
| Wellington Management Group LLP | 0.05% | Reduce -16.4% | 2,590,780 | $298.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.8% | 1,907,978 | $219.5M |
| Neuberger Berman Group LLC | 0.15% | Reduce -4.8% | 1,743,903 | $200.6M |
| Allspring Global Investments Holdings, LLC | 0.31% | Reduce -6.0% | 1,650,076 | $192.2M |
| American Century Companies Inc. | 0.09% | Reduce -5.2% | 1,511,248 | $173.9M |
| Alliancebernstein L.P. | 0.05% | Reduce -0.8% | 1,442,873 | $166.0M |
| Earnest Partners LLC | 0.64% | Reduce -4.7% | 1,306,642 | $150.3M |
| Citadel Advisors | 0.10% | Add +41.1% | 1,241,165 | $142.8M |
| Victory Capital Management Inc. | 0.07% | Reduce -9.7% | 1,103,086 | $126.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.4% | 960,831 | $110.5M |
| Northern Trust Corp. | 0.01% | Reduce -8.2% | 853,298 | $98.2M |
| Morgan Stanley | 0.01% | Add +12.5% | 816,382 | $93.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.5% | 806,423 | $92.8M |
| First Trust Advisors LP | 0.07% | Add +38.3% | 803,251 | $92.4M |
| Nuveen, LLC | 0.02% | Add +8.6% | 790,745 | $91.0M |
| Norges Bank | 0.01% | — | 746,569 | $85.9M |
| Principal Financial Group Inc. | 0.04% | Reduce -3.2% | 727,019 | $83.6M |
| GW&K Investment Management, LLC | 0.71% | Reduce -3.3% | 718,277 | $82.6M |
| Bank of America Corp. | 0.01% | Reduce -9.0% | 649,729 | $74.7M |
| Global Alpha Capital Management Ltd. | 4.44% | Reduce -1.8% | 632,216 | $72.7M |
| Clearbridge Investments, LLC | 0.06% | Add +1.5% | 614,037 | $70.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.1% | 553,541 | $63.7M |
| Schroder Investment Management Group | 0.04% | Reduce -4.6% | 480,513 | $56.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +96.1% | 486,066 | $55.9M |
| Captrust Financial Advisors | 0.10% | Reduce -0.1% | 459,419 | $52.9M |
| Balyasny Asset Management L.P. | 0.09% | Add +1148.3% | 422,065 | $48.6M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +43.0% | 380,211 | $43.7M |
| JPMorgan Chase & Co. | 0.00% | Add +16.4% | 369,059 | $42.5M |
| Johnson Investment Counsel Inc. | 0.34% | Add +1560.9% | 362,118 | $41.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.4% | 353,241 | $40.6M |
| UBS Group AG | 0.01% | Reduce -6.9% | 352,785 | $40.6M |
| NFJ Investment Group, LLC | 1.44% | Reduce -2.6% | 348,236 | $40.1M |
| Franklin Resources Inc. | 0.01% | Add +8.4% | 346,704 | $39.9M |
| Systematic Financial Management LP | 0.94% | Reduce -0.1% | 345,835 | $39.8M |
| Neumeier Poma Investment Counsel LLC | 3.20% | Reduce -0.4% | 336,712 | $38.7M |
| ProShare Advisors LLC | 0.06% | Reduce -7.8% | 309,657 | $35.6M |
| Invesco Ltd. | 0.00% | Add +9.1% | 283,113 | $32.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 275,603 | $31.7M |
| Emerald Advisers, LLC | 0.98% | Add +31.4% | 275,296 | $31.7M |
| Fisher Asset Management | 0.01% | Reduce -7.0% | 266,751 | $30.7M |
| Boston Trust Walden Corp | 0.21% | Reduce -6.2% | 237,130 | $27.3M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +25.1% | 235,658 | $27.1M |
| Stieven Capital Advisors, L.P. | 4.90% | Reduce -0.2% | 229,589 | $26.4M |
| William Blair Investment Management, LLC | 0.07% | Reduce -9.3% | 225,846 | $26.0M |
| Rhumbline Advisers | 0.02% | Reduce -6.8% | 224,506 | $25.8M |
| Wells Fargo & Company | 0.00% | Add +13.2% | 205,651 | $23.7M |
| Sei Investments Co. | 0.02% | Reduce -2.5% | 194,472 | $22.4M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.6% | 193,936 | $22.3M |
| WCM Investment Management, LLC | 0.04% | Add +0.7% | 185,085 | $21.6M |
| Barclays PLC | 0.01% | Add +7.0% | 184,957 | $21.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.3% | 184,522 | $21.2M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 6.21% | No change | 170,440 | $19.6M |
| Ceredex Value Advisors LLC | 0.56% | Add +5.0% | 162,175 | $18.7M |
| Federated Hermes, Inc. | 0.03% | Reduce -36.5% | 160,990 | $18.5M |
| Emerald Mutual Fund Advisers Trust | 0.89% | Add +40.0% | 158,617 | $18.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.4% | 156,448 | $18.0M |
| Swiss National Bank | 0.01% | Add +1.8% | 149,820 | $17.2M |
| AQR Capital Management | 0.01% | Reduce -20.6% | 149,473 | $17.2M |
| Renaissance Technologies | 0.02% | Add +28.9% | 139,270 | $16.0M |
| Gator Capital Management, LLC | 3.24% | Add +33.9% | 136,130 | $15.7M |
| Verition Fund Management LLC | 0.09% | New | 133,999 | $15.4M |
| Tributary Capital Management, LLC | 1.47% | Reduce -6.7% | 129,530 | $14.9M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 127,893 | $14.7M |
| Congress Asset Management Co. | 0.10% | Reduce -0.2% | 117,591 | $13.5M |
| Basswood Capital Management, L.L.C. | 0.58% | No change | 115,120 | $13.2M |
| Legal & General Group Plc | 0.00% | Reduce -14.4% | 113,677 | $13.1M |
| STRS Ohio | 0.04% | Reduce -14.8% | 102,000 | $11.7M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -6.3% | 100,127 | $11.5M |
| Qube Research & Technologies Ltd | 0.02% | New | 96,625 | $11.1M |
| Deutsche Bank AG | 0.00% | Reduce -14.8% | 89,725 | $10.3M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.7% | 85,689 | $9.9M |
| Creative Planning | 0.01% | Add +5.9% | 83,977 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 80,763 | $9.3M |
| Third Avenue Management LLC | 1.64% | Reduce -19.8% | 78,245 | $9.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -5.3% | 73,741 | $8.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.2% | 72,642 | $8.4M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 71,181 | $8.2M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -19.7% | 71,101 | $8.2M |
| Two Sigma Investments, LP | 0.01% | Add +80.7% | 69,930 | $8.0M |
| Susquehanna Fundamental Investments, LLC | 0.27% | Reduce -3.1% | 68,740 | $7.9M |
| Maltese Capital Management LLC | 1.35% | Reduce -8.4% | 65,000 | $7.5M |
| Citigroup Inc. | 0.00% | Add +2.4% | 61,925 | $7.1M |
| Allianz Asset Management GmbH | 0.01% | Add +1.0% | 60,523 | $7.0M |
| New York State Teachers Retirement System | 0.01% | No change | 60,476 | $7.0M |
| Natixis Advisors, LLC | 0.01% | Add +4.3% | 58,833 | $6.8M |
| MIdWestOne Financial Group, Inc. | 0.71% | Reduce -0.3% | 55,956 | $6.4M |
| Brown Advisory Inc. | 0.01% | Add +1.1% | 55,752 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.5% | 55,276 | $6.4M |
| King Luther Capital Management Corp. | 0.03% | Add +5.2% | 55,276 | $6.4M |
| Vest Financial, LLC | 0.08% | Add +50.8% | 53,104 | $6.1M |
| Karl Kapital LLC | 5.28% | — | 51,728 | $6.0M |
| Triveni Capital Investments LP | 4.37% | — | 50,932 | $5.9M |
| Wedge Capital Management L L P | 0.10% | Add +3.7% | 49,980 | $5.7M |
| Midwest Trust Co | 0.07% | Reduce -2.9% | 49,656 | $5.7M |
| Kennedy Capital Management LLC | 0.12% | No change | 49,145 | $5.7M |
| Peregrine Capital Management LLC | 0.17% | Reduce -4.7% | 48,851 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +11.6% | 48,264 | $5.6M |
| GHP Investment Advisors, Inc. | 0.22% | Add +1.9% | 46,745 | $5.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +4.4% | 46,131 | $5.3M |
| FIL Ltd | 0.00% | New | 45,000 | $5.2M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -2.6% | 44,715 | $5.1M |
| Brant Point Investment Management LLC | 1.23% | Reduce -18.5% | 44,054 | $5.1M |
| Phocas Financial Corp. | 0.65% | Reduce -0.2% | 43,404 | $5.0M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -13.8% | 42,592 | $4.9M |
| LPL Financial LLC | 0.00% | Add +21.8% | 41,703 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -17.9% | 40,597 | $4.7M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | Add +40.8% | 38,261 | $4.4M |
| Mariner, LLC | 0.01% | Reduce -22.3% | 36,461 | $4.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.0% | 33,783 | $3.9M |
| Squarepoint Ops LLC | 0.01% | New | 33,776 | $3.9M |
| Royal Bank of Canada | 0.00% | Reduce -53.5% | 33,738 | $3.9M |
| Comerica Bank | 0.02% | Reduce -1.7% | 33,627 | $3.9M |
| Janus Henderson Group PLC | 0.00% | No change | 33,001 | $3.8M |
| OP Asset Management Ltd | 0.04% | No change | 31,830 | $3.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -4.1% | 28,248 | $3.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.9% | 31,012 | $3.6M |
| Holocene Advisors, LP | 0.01% | Add +35.0% | 30,826 | $3.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -53.6% | 30,593 | $3.5M |
| Intech Investment Management LLC | 0.03% | No change | 30,442 | $3.5M |
| Amalgamated Bank | 0.03% | Reduce -3.7% | 30,106 | $3.5M |
| Commerce Bank | 0.02% | Reduce -22.7% | 29,901 | $3.4M |
| First National Bank of Omaha | 0.10% | Add +58.4% | 28,882 | $3.3M |
| Natixis | 0.01% | New | 27,900 | $3.2M |
| FJ Capital Management LLC | 0.34% | No change | 26,549 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -5.0% | 26,277 | $3.0M |
| Prudential Financial Inc. | 0.00% | Add +31.4% | 26,251 | $3.0M |
| Friday Financial | 1.05% | Add +1.3% | 25,900 | $3.0M |
| Integrated Advisors Network LLC | 0.13% | Reduce -2.4% | 25,144 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +8.6% | 24,876 | $2.9M |
| Petiole USA ltd | 1.80% | No change | 24,122 | $2.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +14.2% | 23,919 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -1.5% | 22,122 | $2.7M |
| Cerity Partners LLC | 0.00% | Reduce -14.3% | 23,164 | $2.7M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | No change | 22,932 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Add +0.7% | 22,877 | $2.6M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -26.9% | 21,406 | $2.5M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 21,197 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -12.8% | 21,201 | $2.4M |
| Diversified Portfolios, Inc. | 0.20% | No change | 21,106 | $2.4M |
| Arizona State Retirement System | 0.01% | Reduce -6.0% | 21,054 | $2.4M |
| Guggenheim Capital LLC | 0.02% | Reduce -0.1% | 21,036 | $2.4M |
| Handelsbanken Fonder AB | 0.01% | Add +15.6% | 20,790 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +4.5% | 20,705 | $2.4M |
| Old National Bancorp | 0.04% | No change | 20,572 | $2.4M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -1.7% | 19,940 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.5% | 19,800 | $2.3M |
| Fieldview Capital Management, LLC | 0.38% | Reduce -53.0% | 19,692 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 19,606 | $2.3M |
| Paragon Capital Management LLC | 1.12% | Add +23.5% | 19,272 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -1.9% | 19,089 | $2.2M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.3% | 18,876 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.8% | 17,129 | $2.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.5% | 17,867 | $2.1M |
| Quadrant Capital Group LLC | 0.06% | Add +6.8% | 17,688 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | Add +8.2% | 17,095 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 16,841 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +2.1% | 16,802 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Add +132.8% | 16,752 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.4% | 15,974 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -1.4% | 15,550 | $1.8M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.4% | 14,216 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 13,900 | $1.6M |
| Cwm, LLC | 0.00% | Reduce -5.5% | 13,874 | $1.6M |
| GAMCO Investors | 0.02% | Reduce -13.3% | 13,866 | $1.6M |
| Angel Oak Capital Advisors, LLC | 2.27% | No change | 13,600 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +5349.0% | 13,568 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -6.2% | 13,115 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -1.9% | 12,843 | $1.5M |
| SG Americas Securities, LLC | 0.00% | Reduce -11.7% | 12,771 | $1.5M |
| Steele Capital Management, Inc. | 0.06% | Add +0.0% | 12,367 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.4% | 12,316 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +42.6% | 11,995 | $1.4M |
| CenterBook Partners LP | 0.07% | Add +33.1% | 11,818 | $1.4M |
| Ieq Capital, LLC | 0.00% | Reduce -21.5% | 11,648 | $1.3M |
| Teacher Retirement System of Texas | 0.00% | Reduce -36.3% | 11,601 | $1.3M |
| Pictet Asset Management Holding SA | 0.00% | Add +4.2% | 11,420 | $1.3M |
| SJS Investment Consulting Inc. | 0.16% | No change | 10,995 | $1.3M |
| Sterling Capital Management LLC | 0.02% | Reduce -11.0% | 10,768 | $1.2M |
| Atwood & Palmer Inc. | 0.07% | No change | 10,729 | $1.2M |
| HRT Financial LP | 0.00% | Reduce -41.1% | 10,662 | $1.2M |
| Meritage Portfolio Management | 0.08% | Add +5.0% | 10,410 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.6% | 10,125 | $1.2M |
| Bayview Asset Management, LLC | 1.04% | Add +74.2% | 10,000 | $1.2M |
| Accredited Investors Inc. | 0.06% | No change | 9,939 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,869 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.3% | 9,749 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.8% | 9,713 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Add +19.4% | 9,644 | $1.1M |
| Aquatic Capital Management LLC | 0.03% | New | 9,604 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -4.9% | 9,388 | $1.1M |
| Xponance LLC | 0.01% | Reduce -13.6% | 8,831 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.1% | 8,805 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -9.0% | 8,541 | $983K |
| IHT Wealth Management, LLC | 0.02% | Add +6.8% | 8,378 | $964K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +7.5% | 8,187 | $942K |
| Truist Financial Corp. | 0.00% | Reduce -72.6% | 7,976 | $918K |
| Canada Pension Plan Investment Board | 0.00% | New | 7,800 | $897K |
| Choreo, LLC | 0.01% | Reduce -1.0% | 7,551 | $884K |
| Fiduciary Trust Co | 0.01% | Reduce -1.6% | 7,641 | $879K |
| DRW Securities, LLC | 0.07% | New | 7,568 | $871K |
| Quantinno Capital Management LP | 0.00% | Add +27.0% | 7,556 | $869K |
| Kavar Capital Partners Group, LLC | 0.12% | No change | 7,402 | $852K |
| Elizabeth Park Capital Advisors, Ltd. | 0.69% | Reduce -76.1% | 7,302 | $840K |
| M&T Bank Corp | 0.00% | Add +49.3% | 7,178 | $826K |
| First Citizens Bank & Trust Co. | 0.02% | Add +2.4% | 7,147 | $822K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -8.5% | 7,136 | $820K |
| Bank of Montreal | 0.00% | Reduce -5.6% | 7,050 | $811K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -1.0% | 6,946 | $799K |
| Focus Partners Wealth | 0.00% | New | 6,816 | $784K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.8% | 6,424 | $739K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +86.4% | 6,351 | $731K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.3% | 6,070 | $698K |
| HighTower Advisors, LLC | 0.00% | Reduce -22.9% | 5,856 | $674K |
| Man Group plc | 0.00% | New | 5,770 | $664K |
| Cambria Investment Management, L.P. | 0.04% | Add +4.5% | 5,562 | $640K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,486 | $631K |
| Jones Financial Companies LLLP | 0.00% | Add +5.0% | 5,372 | $618K |
| EP Wealth Advisors, LLC | 0.00% | — | 5,181 | $596K |
| Keybank National Association | 0.00% | Add +7.4% | 5,140 | $591K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.8% | 5,135 | $591K |
| Hamilton Capital Partners Inc. | 0.02% | Add +7.3% | 5,015 | $577K |
| Whelan Financial | 0.18% | Add +0.0% | 5,007 | $576K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -2.6% | 4,968 | $571K |
| KLCM Advisors, Inc. | 0.05% | No change | 4,878 | $561K |
| Florida Trust Wealth Management Co | 0.02% | No change | 4,863 | $559K |
| Cibc World Markets Corp. | 0.00% | — | 4,811 | $553K |
| &partners | 0.00% | Add +54.5% | 4,823 | $550K |
| Connable Office Inc. | 0.05% | Reduce -2.5% | 4,732 | $544K |
| Mackenzie Financial Corp. | 0.00% | New | 4,556 | $531K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -9.4% | 4,465 | $514K |
| Trust Point Inc. | 0.04% | Reduce -2.5% | 4,403 | $507K |
| Abel Hall, LLC | 0.12% | Add +155.1% | 4,364 | $502K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.6% | 4,352 | $501K |
| Verdence Capital Advisors LLC | 0.03% | Add +6.2% | 4,342 | $500K |
| Stembrook Asset Management, LLC | 0.46% | — | 4,269 | $491K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.6% | 4,249 | $489K |
| Signaturefd, LLC | 0.01% | Add +3.6% | 4,165 | $479K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 4,140 | $476K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 4,058 | $467K |
| Evergreen Capital Management LLC | 0.01% | Reduce -13.1% | 4,019 | $464K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,030 | $464K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.4% | 3,908 | $450K |
| Profund Advisors LLC | 0.01% | Add +0.0% | 3,883 | $447K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 3,799 | $437K |
| MML Investors Services, LLC | 0.00% | Reduce -3.9% | 3,770 | $434K |
| Two Sigma Securities, LLC | 0.06% | Add +65.9% | 3,752 | $432K |
| Optimize Financial Inc. | 0.21% | Add +1.4% | 3,679 | $423K |
| First National Advisers, LLC | 0.06% | Reduce -4.6% | 3,569 | $411K |
| Swiss Life Asset Management Ltd | 0.00% | Add +1.0% | 3,480 | $400K |
| HSBC Holdings PLC | 0.00% | Reduce -4.1% | 3,423 | $394K |
| Vontobel Holding Ltd. | 0.00% | Reduce -29.2% | 3,395 | $391K |
| Koesten, Hirschmann & Crabtree, INC. | 0.19% | No change | 3,387 | $390K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 3,313 | $381K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -12.5% | 3,210 | $369K |
| First Community Trust NA | 0.27% | Reduce -14.8% | 3,180 | $366K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +12.5% | 3,066 | $353K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -0.0% | 2,959 | $340K |
| Ethic Inc. | 0.01% | Reduce -11.2% | 2,955 | $340K |
| Moors & Cabot, Inc. | 0.01% | Add +11.3% | 2,943 | $339K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.9% | 2,910 | $335K |
| ETF Store, Inc. | 0.34% | No change | 2,908 | $335K |
| Jane Street Group, LLC | 0.00% | Reduce -96.1% | 2,807 | $323K |
| High Net Worth Advisory Group LLC | 0.07% | Add +0.0% | 2,802 | $322K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,800 | $322K |
| MQS Management LLC | 0.19% | Reduce -6.6% | 2,789 | $321K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 2,722 | $313K |
| Spirepoint Private Client, LLC | 0.03% | New | 2,701 | $311K |
| High Note Wealth, LLC | 0.06% | Reduce -0.7% | 2,623 | $302K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -10.0% | 2,620 | $301K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.1% | 2,563 | $295K |
| PCM Encore, LLC | 0.06% | — | 2,431 | $280K |
| Shelton Capital Management | 0.01% | No change | 2,414 | $278K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.10% | Add +26.3% | 2,400 | $276K |
| 1832 Asset Management L.P. | 0.00% | Reduce -90.9% | 2,398 | $276K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -25.2% | 2,395 | $276K |
| Assetmark, Inc. | 0.00% | Reduce -12.5% | 2,393 | $275K |
| Greenleaf Trust | 0.00% | Reduce -1.3% | 2,368 | $272K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 2,365 | $272K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,320 | $267K |
| CIBC Asset Management Inc | 0.00% | No change | 2,278 | $262K |
| KBC Group NV | 0.00% | No change | 2,234 | $257K |
| Regions Financial Corp. | 0.00% | Reduce -2.1% | 2,167 | $249K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -5.0% | 2,163 | $249K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.1% | 2,140 | $246K |
| Equitable Holdings, Inc. | 0.00% | No change | 2,134 | $245K |
| Amundi | 0.00% | New | 2,090 | $240K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.2% | 2,080 | $240K |
| Hantz Financial Services, Inc. | 0.00% | Add +43.1% | 2,067 | $238K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.3% | 2,045 | $235K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.6% | 2,035 | $234K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,032 | $234K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -9.8% | 2,002 | $231K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -11.3% | 1,986 | $228K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.4% | 1,974 | $227K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 1,938 | $223K |
| Ellenbecker Investment Group | 0.03% | No change | 1,874 | $216K |
| Ritholtz Wealth Management | 0.00% | Add +0.2% | 1,846 | $212K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.6% | 1,844 | $212K |
| JNBA Financial Advisors | 0.02% | No change | 1,841 | $212K |
| Brevan Howard Capital Management LP | 0.00% | New | 1,821 | $209K |
| Aprio Wealth Management, LLC | 0.01% | New | 1,812 | $208K |
| Elevated Capital Advisors, LLC | 0.04% | New | 1,667 | $192K |
| State of Wyoming | 0.02% | Reduce -63.9% | 1,666 | $192K |
| Rockefeller Capital Management L.P. | 0.00% | Add +89.7% | 1,628 | $187K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.2% | 1,374 | $158K |
| GAMMA Investing LLC | 0.01% | Add +19.2% | 1,373 | $158K |
| Pinney & Scofield, Inc. | 0.09% | No change | 1,346 | $155K |
| Horizon Investments, LLC | 0.00% | Reduce -94.7% | 1,339 | $154K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,339 | $154K |
| Bayforest Capital Ltd | 0.11% | Reduce -9.5% | 1,319 | $152K |
| Danske Bank A/S | 0.00% | Add +61.7% | 1,310 | $151K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,396 | $150K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 1,217 | $140K |
| Quantbot Technologies LP | 0.00% | New | 1,212 | $139K |
| AlphaQuest LLC | 0.01% | Reduce -27.9% | 1,175 | $135K |
| Covestor Ltd | 0.07% | Add +43.1% | 1,142 | $131K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +44.6% | 1,092 | $126K |
| 1620 Investment Advisors, Inc. | 0.08% | No change | 978 | $113K |
| MAI Capital Management | 0.00% | Reduce -4.4% | 927 | $107K |
| Smartleaf Asset Management LLC | 0.00% | Add +18.1% | 888 | $104K |
| Hilltop National Bank | 0.02% | Reduce -11.9% | 882 | $101K |
| Marquette Asset Management, LLC | 0.01% | Add +1.6% | 826 | $95K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 763 | $88K |
| Trust Co | 0.01% | New | 670 | $77K |
| Clarity Asset Management, Inc. | 0.04% | Add +0.3% | 648 | $75K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 638 | $73K |
| Kestra Advisory Services, LLC | 0.00% | New | 599 | $69K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 588 | $68K |
| Fifth Third Bancorp | 0.00% | Reduce -3.0% | 576 | $66K |
| Versant Capital Management, Inc | 0.01% | Add +3.0% | 510 | $59K |
| Bessemer Group Inc. | 0.00% | Add +7.9% | 453 | $52K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +569.7% | 442 | $51K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 425 | $49K |
| Global Retirement Partners, LLC | 0.00% | Add +419.2% | 405 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.9% | 379 | $44K |
| Wellington Grp LLC | 0.01% | — | 374 | $43K |
| Optiver Holding B.V. | 0.00% | Reduce -38.1% | 366 | $42K |
| Rothschild Investment LLC | 0.00% | Reduce -76.0% | 341 | $39K |
| Torren Management, LLC | 0.02% | — | 321 | $37K |
| City State Bank | 0.01% | No change | 300 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $35K |
| Hilton Head Capital Partners, LLC | 0.02% | — | 296 | $34K |
| Arax Advisory Partners | 0.00% | Reduce -42.3% | 295 | $34K |
| McIlrath & Eck, LLC | 0.00% | No change | 291 | $33K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 266 | $31K |
| Clearstead Advisors, LLC | 0.00% | Reduce -9.6% | 265 | $30K |
| CENTRAL TRUST Co | 0.00% | No change | 238 | $27K |
| Kemnay Advisory Services Inc. | 0.00% | New | 234 | $27K |
| KERR FINANCIAL PLANNING Corp | 0.04% | Add +9.1% | 203 | $27K |
| Allworth Financial LP | 0.00% | Reduce -8.0% | 231 | $27K |
| Fairman Group, LLC | 0.02% | No change | 226 | $26K |
| Private Trust Co. NA | 0.00% | Add +5.2% | 223 | $26K |
| Wellington-Altus USA Inc. | 0.02% | — | 209 | $24K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.6% | 187 | $22K |
| Root Financial Partners, LLC | 0.00% | Add +20.0% | 168 | $19K |
| Acumen Wealth Advisors, LLC | 0.01% | — | 156 | $18K |
| Accent Capital Management, LLC | 0.01% | No change | 150 | $17K |
| Quent Capital, LLC | 0.00% | Add +1.4% | 149 | $17K |
| Larson Financial Group LLC | 0.00% | Reduce -3.5% | 139 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 130 | $15K |
| DV Trading LLC | 0.00% | — | 100 | $12K |
| Horizon Financial Services, LLC | 0.01% | No change | 95 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 90 | $10K |
| Huntington National Bank | 0.00% | Reduce -4.9% | 78 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +36.4% | 75 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 73 | $8K |
| Key Financial Inc | 0.00% | No change | 63 | $7K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 60 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 56 | $6K |
| SageView Advisory Group, LLC | 0.00% | New | 45 | $5K |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 35 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 33 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 33 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | Add +11.1% | 30 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +13.6% | 25 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -31.4% | 24 | $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% | No change | 22 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 21 | $2K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 20 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 20 | $2K |
| Wealth Watch Advisors, INC | 0.00% | No change | 18 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 17 | $2K |
| Essential Partners LLC | 0.00% | Reduce -76.4% | 17 | $2K |
| Spire Wealth Management | 0.00% | Reduce -5.9% | 16 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -6.7% | 14 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 12 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 12 | $1K |
| Rossby Financial, LCC | 0.00% | New | 9 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 7 | $807 |
| WPG Advisers, LLC | 0.00% | No change | 7 | $805 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 6 | $691 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $576 |
| Rakuten Securities, Inc. | 0.00% | Reduce -44.4% | 5 | $575 |
| Harbour Investments, Inc. | 0.00% | New | 3 | $345 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 2 | $230 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $168 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $116 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $115 |
| Nemes Rush Group LLC | 0.00% | New | 1 | $115 |
| Elyxium Wealth, LLC | 0.00% | New | 1 | $115 |
| 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.