Umb FinancialUMBF
13F holders, Q1 2026 (March 31)454holders +41
67new positions
25sold out
8famous investors
$112.86avg. 13F price*
At the end of Q1 2026, 454 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 41 from Q4 2025. 67 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($1.1B), UMB Bank, n.a. ($532.8M) and Vanguard Portfolio Management LLC ($466.5M). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $131.7M |
| Exits | 25 | $27.9M |
All 13F filers, Q4 2025 → Q1 2026: 3,828,234 shares bought and 4,234,758 shares sold, net −406,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 454 holders
| BlackRock, Inc. | 0.02% | Add +2.5% | 9,344,467 | $1.1B |
| UMB Bank, n.a. | 7.44% | Reduce -1.8% | 4,723,573 | $532.8M |
| Vanguard Portfolio Management LLC | 0.02% | — | 4,136,220 | $466.5M |
| State Street Corp. | 0.02% | Reduce -4.8% | 3,981,601 | $450.8M |
| Vanguard Capital Management LLC | 0.01% | — | 3,101,293 | $349.8M |
| Dimensional Fund Advisors LP | 0.07% | Add +1.9% | 2,909,932 | $328.2M |
| Wellington Management Group LLP | 0.06% | Add +4.5% | 2,707,124 | $305.3M |
| FMR LLC | 0.01% | Reduce -8.1% | 2,422,435 | $273.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 1,947,446 | $219.7M |
| Neuberger Berman Group LLC | 0.15% | Reduce -2.5% | 1,699,639 | $191.7M |
| Allspring Global Investments Holdings, LLC | 0.26% | Reduce -17.8% | 1,357,177 | $155.6M |
| American Century Companies Inc. | 0.08% | Reduce -10.9% | 1,345,844 | $151.8M |
| Earnest Partners LLC | 0.59% | Reduce -2.2% | 1,277,889 | $144.1M |
| Alliancebernstein L.P. | 0.05% | Reduce -15.4% | 1,219,978 | $140.3M |
| Citadel Advisors | 0.09% | Reduce -13.9% | 1,068,582 | $120.5M |
| Morgan Stanley | 0.01% | Add +23.3% | 1,006,918 | $113.6M |
| Victory Capital Management Inc. | 0.07% | Reduce -11.2% | 979,052 | $110.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.6% | 966,744 | $109.0M |
| First Trust Advisors LP | 0.07% | Add +12.0% | 899,400 | $101.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.1% | 896,104 | $101.1M |
| Northern Trust Corp. | 0.01% | Add +3.2% | 880,345 | $99.3M |
| Principal Financial Group Inc. | 0.04% | Reduce -1.9% | 712,859 | $80.4M |
| GW&K Investment Management, LLC | 0.70% | Reduce -2.4% | 701,187 | $79.1M |
| Bank of America Corp. | 0.01% | Add +7.0% | 695,276 | $78.4M |
| Global Alpha Capital Management Ltd. | 4.47% | Add +4.2% | 658,982 | $74.3M |
| Nuveen, LLC | 0.02% | Reduce -17.0% | 656,034 | $74.0M |
| Clearbridge Investments, LLC | 0.06% | Add +5.8% | 649,571 | $73.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +24.9% | 607,314 | $68.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.1% | 552,717 | $62.3M |
| Johnson Investment Counsel Inc. | 0.44% | Add +33.4% | 482,949 | $54.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 463,142 | $52.2M |
| Captrust Financial Advisors | 0.09% | Reduce -2.8% | 446,393 | $50.3M |
| Neumeier Poma Investment Counsel LLC | 3.75% | Add +20.0% | 403,907 | $45.6M |
| Systematic Financial Management LP | 0.90% | Add +0.2% | 346,445 | $39.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.8% | 339,702 | $38.3M |
| NFJ Investment Group, LLC | 1.39% | Reduce -6.4% | 325,964 | $36.8M |
| Franklin Resources Inc. | 0.01% | Reduce -9.4% | 314,145 | $35.4M |
| Schroder Investment Management Group | 0.03% | Reduce -33.0% | 321,910 | $35.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.8% | 310,883 | $34.2M |
| Vaughan Nelson Investment Management, L.P. | 0.33% | New | 294,880 | $33.3M |
| UBS Group AG | 0.01% | Reduce -17.0% | 292,827 | $33.0M |
| Raymond James Financial Inc. | 0.01% | Add +3.5% | 285,310 | $32.2M |
| Bessemer Group Inc. | 0.05% | Add +61983.4% | 281,238 | $31.7M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +17.6% | 277,054 | $31.2M |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 274,336 | $30.9M |
| Emerald Advisers, LLC | 0.95% | Reduce -2.9% | 267,438 | $30.2M |
| Qube Research & Technologies Ltd | 0.04% | Add +176.1% | 266,732 | $30.1M |
| Fisher Asset Management | 0.01% | Reduce -9.1% | 242,438 | $27.3M |
| Stieven Capital Advisors, L.P. | 5.51% | Reduce -0.3% | 228,789 | $25.8M |
| Rhumbline Advisers | 0.02% | Add +1.5% | 227,782 | $25.7M |
| ProShare Advisors LLC | 0.04% | Reduce -30.4% | 215,435 | $24.3M |
| Boston Trust Walden Corp | 0.19% | Reduce -12.3% | 208,003 | $23.5M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.1% | 193,663 | $21.8M |
| Sei Investments Co. | 0.02% | Reduce -1.9% | 190,703 | $21.5M |
| AQR Capital Management | 0.01% | Add +28.9% | 192,661 | $21.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.3% | 186,932 | $21.1M |
| WCM Investment Management, LLC | 0.04% | Reduce -3.6% | 178,464 | $19.6M |
| Federated Hermes, Inc. | 0.03% | Add +6.0% | 170,674 | $19.3M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 7.18% | No change | 170,440 | $19.2M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -57.7% | 160,691 | $18.1M |
| Millennium Management | 0.01% | New | 159,825 | $18.0M |
| Emerald Mutual Fund Advisers Trust | 0.87% | No change | 158,617 | $17.9M |
| Congress Asset Management Co. | 0.12% | Add +28.7% | 151,351 | $17.1M |
| Swiss National Bank | 0.01% | Add +0.3% | 150,220 | $16.9M |
| Gator Capital Management, LLC | 3.50% | Add +6.8% | 145,380 | $16.4M |
| Wells Fargo & Company | 0.00% | Reduce -32.8% | 138,296 | $15.6M |
| William Blair Investment Management, LLC | 0.05% | Reduce -40.9% | 133,550 | $15.1M |
| California Public Employees Retirement System | 0.01% | Add +3.9% | 132,821 | $15.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.3% | 132,428 | $14.9M |
| Ceredex Value Advisors LLC | 0.47% | Reduce -18.9% | 131,575 | $14.8M |
| State of Wisconsin Investment Board | 0.03% | Add +594.7% | 116,376 | $13.1M |
| Creative Planning | 0.01% | Add +25.7% | 105,549 | $11.9M |
| Natixis Advisors, LLC | 0.02% | Add +77.2% | 104,223 | $11.8M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -2.9% | 97,269 | $11.0M |
| Legal & General Group Plc | 0.00% | Reduce -14.5% | 97,244 | $11.0M |
| STRS Ohio | 0.04% | Reduce -5.9% | 96,000 | $10.8M |
| Retirement Systems of Alabama | 0.03% | Add +2.2% | 87,536 | $9.9M |
| California State Teachers Retirement System | 0.01% | Add +22.5% | 87,178 | $9.8M |
| Barclays PLC | 0.00% | Reduce -56.4% | 80,632 | $9.1M |
| Deutsche Bank AG | 0.00% | Reduce -10.2% | 80,603 | $9.1M |
| Third Avenue Management LLC | 1.43% | No change | 78,245 | $8.8M |
| Squarepoint Ops LLC | 0.02% | Add +128.4% | 77,151 | $8.7M |
| BNP Paribas Financial Markets | 0.01% | Add +259.5% | 76,213 | $8.6M |
| FIL Ltd | 0.01% | Add +69.3% | 76,177 | $8.6M |
| MetLife Investment Management, LLC | 0.04% | Reduce -0.5% | 73,403 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.7% | 72,915 | $8.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 70,394 | $7.9M |
| Jain Global LLC | 0.11% | New | 69,756 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.5% | 69,343 | $7.8M |
| Edgestream Partners, L.P. | 0.24% | New | 65,640 | $7.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +16.9% | 64,595 | $7.3M |
| Karl Kapital LLC | 4.87% | Add +20.5% | 62,314 | $7.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -11.6% | 61,835 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +2092.6% | 61,547 | $6.9M |
| Vest Financial, LLC | 0.08% | Add +15.3% | 61,254 | $6.9M |
| Campbell & CO Investment Adviser LLC | 0.39% | New | 60,770 | $6.9M |
| Renaissance Technologies | 0.01% | Reduce -57.5% | 59,170 | $6.7M |
| King Luther Capital Management Corp. | 0.03% | Add +6.9% | 59,066 | $6.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.8% | 58,158 | $6.6M |
| Nicolet Bankshares Inc. | 0.23% | New | 55,956 | $6.3M |
| Handelsbanken Fonder AB | 0.02% | Add +168.3% | 55,790 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Add +338.6% | 54,014 | $6.1M |
| Brown Advisory Inc. | 0.01% | Reduce -4.8% | 53,073 | $6.0M |
| Triveni Capital Investments LP | 5.69% | No change | 50,932 | $5.7M |
| Freestone Grove Partners LP | 0.04% | New | 50,160 | $5.7M |
| Kennedy Capital Management LLC | 0.12% | No change | 49,145 | $5.5M |
| GHP Investment Advisors, Inc. | 0.23% | Add +4.3% | 48,740 | $5.5M |
| Midwest Trust Co | 0.07% | Reduce -2.5% | 48,416 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.2% | 48,181 | $5.4M |
| Citigroup Inc. | 0.00% | Reduce -22.7% | 47,885 | $5.4M |
| Holocene Advisors, LP | 0.01% | Add +49.3% | 46,010 | $5.2M |
| Point72 Asset Management | 0.01% | New | 45,497 | $5.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -1.4% | 44,091 | $5.0M |
| FJ Capital Management LLC | 0.56% | Add +64.8% | 43,740 | $4.9M |
| Brant Point Investment Management LLC | 1.34% | Reduce -1.5% | 43,394 | $4.9M |
| Petiole USA ltd | 3.36% | Add +76.7% | 42,622 | $4.8M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -41.0% | 41,925 | $4.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.7% | 41,283 | $4.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 41,143 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +681.2% | 41,965 | $4.6M |
| Maltese Capital Management LLC | 0.88% | Reduce -40.2% | 38,886 | $4.4M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 38,261 | $4.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 37,721 | $4.3M |
| Prudential PLC | 0.03% | New | 37,411 | $4.2M |
| Wedge Capital Management L L P | 0.08% | Reduce -25.9% | 37,062 | $4.2M |
| LPL Financial LLC | 0.00% | Reduce -14.1% | 35,834 | $4.0M |
| Mariner, LLC | 0.00% | Reduce -3.6% | 35,132 | $4.0M |
| Verition Fund Management LLC | 0.04% | Reduce -74.3% | 34,391 | $3.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -25.8% | 34,219 | $3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +0.9% | 34,101 | $3.8M |
| Phocas Financial Corp. | 0.60% | Reduce -21.8% | 33,952 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +9.4% | 33,925 | $3.8M |
| ExodusPoint Capital Management, LP | 0.04% | New | 33,763 | $3.8M |
| Janus Henderson Group PLC | 0.00% | No change | 33,001 | $3.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +2.3% | 31,308 | $3.5M |
| Amalgamated Bank | 0.03% | Add +2.7% | 30,910 | $3.5M |
| Horizon Investments, LLC | 0.04% | Add +2145.2% | 30,063 | $3.4M |
| Fifth Third Bancorp | 0.01% | Add +5109.6% | 30,007 | $3.4M |
| Commerce Bank | 0.02% | Reduce -1.6% | 29,422 | $3.3M |
| Brevan Howard Capital Management LP | 0.03% | Add +1500.3% | 29,142 | $3.2M |
| Susquehanna Fundamental Investments, LLC | 0.12% | Reduce -58.4% | 28,567 | $3.2M |
| Quantinno Capital Management LP | 0.01% | Add +275.9% | 28,400 | $3.2M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 28,248 | $3.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +17.8% | 28,168 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +6.9% | 28,082 | $3.2M |
| Friday Financial | 1.01% | Add +0.1% | 25,912 | $2.9M |
| Bullseye Asset Management LLC | 1.63% | New | 25,000 | $2.8M |
| Tudor Investment Corporation | 0.02% | New | 24,929 | $2.8M |
| D. E. Shaw & Co. | 0.00% | New | 24,554 | $2.8M |
| Allstate Corp. | 0.03% | New | 24,387 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -4.4% | 23,789 | $2.7M |
| Cerity Partners LLC | 0.00% | Add +1.3% | 23,458 | $2.6M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | No change | 22,932 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -3.5% | 22,084 | $2.5M |
| Elizabeth Park Capital Advisors, Ltd. | 1.91% | Add +201.3% | 22,002 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +3.1% | 21,692 | $2.4M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 21,197 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +7.2% | 21,026 | $2.4M |
| Bayview Asset Management, LLC | 1.97% | Add +109.7% | 20,968 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.7% | 20,872 | $2.4M |
| Arizona State Retirement System | 0.01% | Reduce -0.9% | 20,863 | $2.4M |
| SG Americas Securities, LLC | 0.00% | Add +62.7% | 20,784 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 20,705 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +4.5% | 20,700 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | Reduce -66.0% | 20,571 | $2.3M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -5.6% | 20,211 | $2.3M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 20,136 | $2.3M |
| Boothbay Fund Management, LLC | 0.05% | New | 20,087 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -0.0% | 19,936 | $2.2M |
| Picton Mahoney Asset Management | 0.02% | New | 19,526 | $2.2M |
| First National Bank of Omaha | 0.07% | Reduce -31.8% | 19,701 | $2.2M |
| Paragon Capital Management LLC | 1.08% | No change | 19,272 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.07% | Add +0.4% | 19,158 | $2.2M |
| Royal Bank of Canada | 0.00% | Reduce -44.9% | 18,591 | $2.1M |
| Old National Bancorp | 0.03% | Reduce -12.4% | 18,030 | $2.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 17,890 | $2.0M |
| Diversified Portfolios, Inc. | 0.17% | Reduce -15.3% | 17,883 | $2.0M |
| Quadrant Capital Group LLC | 0.06% | Add +0.5% | 17,777 | $2.0M |
| Intech Investment Management LLC | 0.02% | Reduce -42.2% | 17,594 | $2.0M |
| State of Michigan Retirement System | 0.01% | Add +1.8% | 17,141 | $1.9M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 16,857 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -2.3% | 16,695 | $1.9M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.1% | 15,996 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -8.6% | 15,356 | $1.7M |
| Interval Partners, LP | 0.06% | New | 15,046 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +2.8% | 14,616 | $1.6M |
| Cwm, LLC | 0.00% | Add +4.0% | 14,434 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -45.6% | 14,291 | $1.6M |
| New Mexico Educational Retirement Board | 0.05% | No change | 13,900 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.1% | 13,554 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -11.7% | 13,737 | $1.5M |
| Angel Oak Capital Advisors, LLC | 1.70% | No change | 13,600 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +290.1% | 13,355 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.3% | 12,688 | $1.4M |
| Steele Capital Management, Inc. | 0.06% | Add +0.0% | 12,371 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -3.8% | 12,354 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +7.5% | 12,280 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +99.3% | 12,099 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -4.2% | 11,497 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Add +6.4% | 10,263 | $1.3M |
| Bridgeway Capital Management, LLC | 0.03% | New | 11,005 | $1.2M |
| SJS Investment Consulting Inc. | 0.15% | Add +0.0% | 10,999 | $1.2M |
| Atwood & Palmer Inc. | 0.07% | No change | 10,729 | $1.2M |
| Fourthstone LLC | 0.20% | New | 10,500 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +7.5% | 10,440 | $1.2M |
| Xponance LLC | 0.01% | Add +16.4% | 10,278 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +8.8% | 10,218 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.3% | 10,159 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,869 | $1.1M |
| Entropy Technologies, LP | 0.05% | New | 8,962 | $1.0M |
| Ieq Capital, LLC | 0.00% | Reduce -23.8% | 8,875 | $1.0M |
| Sterling Capital Management LLC | 0.02% | Reduce -19.6% | 8,657 | $976K |
| Accredited Investors Inc. | 0.05% | Reduce -14.6% | 8,489 | $957K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.7% | 8,479 | $956K |
| IHT Wealth Management, LLC | 0.02% | Add +0.0% | 8,379 | $945K |
| Choreo, LLC | 0.01% | Add +10.4% | 8,337 | $944K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.5% | 8,236 | $929K |
| Truist Financial Corp. | 0.00% | Add +1.5% | 8,095 | $913K |
| Focus Partners Wealth | 0.00% | Add +14.3% | 7,787 | $878K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -21.5% | 7,651 | $863K |
| Bank of Montreal | 0.00% | Add +7.8% | 7,597 | $857K |
| Teacher Retirement System of Texas | 0.00% | Reduce -35.9% | 7,434 | $838K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -9.2% | 7,433 | $838K |
| Kavar Capital Partners Group, LLC | 0.10% | No change | 7,402 | $835K |
| PMC FIG Opportunities LLC | 1.28% | New | 7,302 | $824K |
| First Citizens Bank & Trust Co. | 0.02% | Add +1.8% | 7,272 | $820K |
| State of Alaska, Department of Revenue | 0.01% | No change | 7,136 | $804K |
| CIBC Bancorp USA Inc. | 0.00% | — | 7,007 | $790K |
| M&T Bank Corp | 0.00% | Reduce -4.8% | 6,832 | $770K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Reduce -2.4% | 6,782 | $765K |
| Brooklyn Investment Group | 0.02% | New | 6,646 | $750K |
| Martingale Asset Management L P | 0.02% | New | 6,506 | $734K |
| Cambria Investment Management, L.P. | 0.04% | Add +12.6% | 6,264 | $707K |
| Fox Run Management, L.L.C. | 0.12% | New | 6,409 | $705K |
| Hantz Financial Services, Inc. | 0.01% | Add +201.7% | 6,236 | $703K |
| Fiduciary Trust Co | 0.01% | Reduce -18.6% | 6,218 | $701K |
| Man Group plc | 0.00% | Add +7.3% | 6,189 | $698K |
| &partners | 0.00% | Add +22.3% | 5,900 | $665K |
| KERR FINANCIAL PLANNING Corp | 0.46% | Add +2473.4% | 5,224 | $655K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.0% | 5,506 | $621K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,486 | $619K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.6% | 5,318 | $600K |
| Securian Asset Management, Inc. | 0.02% | Add +2.5% | 5,263 | $594K |
| CenterBook Partners LP | 0.03% | Reduce -55.9% | 5,215 | $588K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -98.8% | 5,120 | $577K |
| Evergreen Capital Management LLC | 0.01% | Add +26.5% | 5,085 | $575K |
| Tributary Capital Management, LLC | 0.06% | Reduce -96.1% | 5,072 | $572K |
| Keybank National Association | 0.00% | Reduce -1.3% | 5,071 | $572K |
| Hamilton Capital Partners Inc. | 0.02% | No change | 5,015 | $566K |
| Whelan Financial | 0.18% | Add +0.0% | 5,008 | $565K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -0.1% | 4,965 | $560K |
| Swiss Life Asset Management Ltd | 0.00% | Add +41.1% | 4,909 | $554K |
| KLCM Advisors, Inc. | 0.05% | No change | 4,878 | $550K |
| iSAM Funds (UK) Ltd | 0.27% | New | 4,862 | $548K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -1.9% | 4,768 | $538K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -74.0% | 4,460 | $513K |
| Alps Advisors Inc. | 0.00% | New | 4,490 | $506K |
| Merit Financial Group, LLC | 0.00% | Add +2.5% | 4,356 | $491K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -77.1% | 4,321 | $489K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -4.4% | 4,270 | $482K |
| Stembrook Asset Management, LLC | 0.47% | No change | 4,269 | $482K |
| Signaturefd, LLC | 0.01% | Add +2.1% | 4,251 | $479K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -33.3% | 4,234 | $478K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 4,058 | $458K |
| Amundi | 0.00% | Add +92.7% | 4,027 | $454K |
| Connable Office Inc. | 0.04% | Reduce -15.4% | 4,002 | $451K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 3,937 | $444K |
| Park Avenue Securities LLC | 0.00% | Reduce -10.1% | 3,914 | $441K |
| L. Roy Papp & Associates, LLP | 0.05% | Reduce -3.2% | 3,900 | $440K |
| DNB Asset Management AS | 0.00% | New | 3,828 | $432K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +24.4% | 3,814 | $430K |
| N.E.W. Advisory Services LLC | 0.03% | Add +0.2% | 3,808 | $430K |
| Trust Point Inc. | 0.04% | Reduce -13.6% | 3,806 | $429K |
| Spirepoint Private Client, LLC | 0.04% | Add +38.9% | 3,752 | $423K |
| Whalen Wealth Management Inc. | 0.23% | New | 3,739 | $422K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.17% | Add +52.1% | 3,650 | $412K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 3,650 | $412K |
| Abel Hall, LLC | 0.09% | Reduce -17.4% | 3,603 | $406K |
| GTS Securities LLC | 0.01% | New | 3,577 | $403K |
| Vestcor Inc | 0.01% | New | 3,567 | $402K |
| Rockefeller Capital Management L.P. | 0.00% | Add +113.2% | 3,471 | $392K |
| Profund Advisors LLC | 0.01% | Reduce -10.7% | 3,466 | $391K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -46.4% | 3,444 | $388K |
| Koesten, Hirschmann & Crabtree, INC. | 0.19% | No change | 3,387 | $382K |
| Vontobel Holding Ltd. | 0.00% | Reduce -3.8% | 3,265 | $368K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.5% | 3,263 | $368K |
| Douglass Winthrop Advisors, LLC | 0.01% | Reduce -21.5% | 3,250 | $367K |
| First Community Trust NA | 0.26% | No change | 3,180 | $359K |
| LexAurum Advisors, LLC | 0.05% | — | 3,137 | $354K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.8% | 3,096 | $349K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.4% | 3,096 | $349K |
| Flywheel Private Wealth LLC | 0.19% | New | 3,000 | $338K |
| United Capital Financial Advisors, LLC | 0.00% | Add +58.7% | 2,927 | $330K |
| Avantax Planning Partners, Inc. | 0.01% | Add +46.8% | 2,916 | $329K |
| Persistent Asset Partners Ltd | 0.13% | New | 2,879 | $325K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 2,872 | $324K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +37.4% | 2,858 | $322K |
| Ethic Inc. | 0.01% | Reduce -3.5% | 2,851 | $322K |
| Integrated Investment Consultants, LLC | 0.07% | Reduce -4.2% | 2,835 | $320K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,802 | $316K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,800 | $316K |
| MQS Management LLC | 0.21% | Reduce -1.6% | 2,743 | $309K |
| Savant Capital, LLC | 0.00% | New | 2,733 | $308K |
| First National Advisers, LLC | 0.04% | Reduce -23.7% | 2,724 | $307K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 2,695 | $304K |
| AlphaGrep UK Ltd | 0.09% | New | 2,691 | $304K |
| Aprio Wealth Management, LLC | 0.02% | Add +47.9% | 2,679 | $302K |
| Assetmark, Inc. | 0.00% | Add +11.3% | 2,664 | $300K |
| High Note Wealth, LLC | 0.06% | No change | 2,623 | $296K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -66.7% | 2,600 | $293K |
| Coldstream Capital Management Inc. | 0.00% | Add +7.1% | 2,566 | $289K |
| XTX Topco Ltd | 0.01% | New | 2,564 | $289K |
| KBC Group NV | 0.00% | Add +14.4% | 2,555 | $288K |
| Moors & Cabot, Inc. | 0.01% | Reduce -13.6% | 2,543 | $287K |
| PCM Encore, LLC | 0.06% | Add +1.3% | 2,462 | $278K |
| MML Investors Services, LLC | 0.00% | Reduce -34.8% | 2,460 | $278K |
| RMG Wealth Management LLC | 0.03% | New | 2,109 | $275K |
| Shelton Capital Management | 0.01% | No change | 2,414 | $272K |
| Integrated Advisors Network LLC | 0.01% | Reduce -90.4% | 2,408 | $272K |
| Marshall Wace, LLP | 0.00% | New | 2,400 | $271K |
| Greenleaf Trust | 0.00% | Add +1.1% | 2,393 | $270K |
| Harbour Investments, Inc. | 0.00% | Add +79100.0% | 2,376 | $268K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +0.3% | 2,372 | $268K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,342 | $264K |
| Mackenzie Financial Corp. | 0.00% | Reduce -48.8% | 2,331 | $263K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,320 | $262K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -12.2% | 2,300 | $259K |
| CTC Alternative Strategies, Ltd. | 0.59% | New | 2,300 | $259K |
| Sanctuary Advisors, LLC | 0.00% | Add +16.5% | 2,299 | $259K |
| CIBC Asset Management Inc | 0.00% | No change | 2,278 | $257K |
| First Affirmative Financial Network | 0.10% | — | 2,272 | $256K |
| 1832 Asset Management L.P. | 0.00% | Reduce -5.4% | 2,268 | $256K |
| Hillsdale Investment Management Inc. | 0.01% | Add +3666.7% | 2,260 | $255K |
| Equitable Holdings, Inc. | 0.00% | No change | 2,134 | $245K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.8% | 2,156 | $243K |
| WINTON GROUP Ltd | 0.01% | New | 2,115 | $239K |
| Yorktown Management & Research Co Inc | 0.20% | New | 2,100 | $237K |
| DRW Securities, LLC | 0.01% | Reduce -72.6% | 2,074 | $234K |
| ETF Store, Inc. | 0.23% | Reduce -29.2% | 2,058 | $232K |
| Exchange Traded Concepts, LLC | 0.00% | Add +53.6% | 2,057 | $232K |
| Regions Financial Corp. | 0.00% | Reduce -6.2% | 2,033 | $229K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,032 | $229K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.4% | 2,010 | $228K |
| Ritholtz Wealth Management | 0.00% | Add +8.2% | 1,998 | $225K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 1,938 | $219K |
| Ellenbecker Investment Group | 0.03% | No change | 1,874 | $211K |
| Pinney & Scofield, Inc. | 0.11% | Add +36.8% | 1,841 | $208K |
| JNBA Financial Advisors | 0.02% | No change | 1,841 | $208K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 1,780 | $201K |
| Elevated Capital Advisors, LLC | 0.05% | No change | 1,667 | $188K |
| State of Wyoming | 0.02% | Reduce -8.3% | 1,528 | $172K |
| Acropolis Investment Management, LLC | 0.01% | New | 1,482 | $167K |
| GAMMA Investing LLC | 0.01% | Add +5.0% | 1,441 | $163K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,396 | $157K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.2% | 1,390 | $157K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +27.2% | 1,389 | $157K |
| Parallel Advisors, LLC | 0.00% | Add +13.2% | 1,377 | $155K |
| Advisory Services Network, LLC | 0.00% | New | 1,298 | $146K |
| MAI Capital Management | 0.00% | Add +37.9% | 1,278 | $144K |
| Allworth Financial LP | 0.00% | Add +390.9% | 1,134 | $128K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +0.9% | 987 | $111K |
| Hilltop National Bank | 0.02% | Add +4.3% | 920 | $104K |
| Versant Capital Management, Inc | 0.01% | Add +71.0% | 872 | $98K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +102.8% | 862 | $97K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.0% | 879 | $97K |
| Marquette Asset Management, LLC | 0.01% | No change | 826 | $93K |
| Covestor Ltd | 0.05% | Reduce -38.2% | 706 | $79K |
| Trust Co | 0.01% | No change | 670 | $76K |
| Clarity Asset Management, Inc. | 0.04% | Add +0.3% | 650 | $73K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -15.9% | 642 | $71K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -1.2% | 581 | $66K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.5% | 396 | $45K |
| Kemnay Advisory Services Inc. | 0.01% | Add +62.4% | 380 | $43K |
| Hilton Head Capital Partners, LLC | 0.02% | Add +23.3% | 365 | $41K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +88.8% | 353 | $40K |
| Wellington-Altus USA Inc. | 0.02% | Add +26.8% | 265 | $38K |
| City State Bank | 0.01% | No change | 300 | $34K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 300 | $34K |
| Wellington Grp LLC | 0.01% | Reduce -20.1% | 299 | $34K |
| Bayforest Capital Ltd | 0.04% | Reduce -77.5% | 297 | $33K |
| Rothschild Investment LLC | 0.00% | Reduce -14.1% | 293 | $33K |
| McIlrath & Eck, LLC | 0.00% | No change | 291 | $33K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 266 | $30K |
| Simplex Trading, LLC | 0.00% | New | 262 | $30K |
| Axiom Investment Management LLC | 0.02% | — | 250 | $28K |
| Arax Advisory Partners | 0.00% | Reduce -16.6% | 246 | $28K |
| CENTRAL TRUST Co | 0.00% | No change | 238 | $27K |
| MBM Wealth Consultants, LLC | 0.01% | New | 231 | $26K |
| Fairman Group, LLC | 0.02% | No change | 226 | $26K |
| Optiver Holding B.V. | 0.00% | Reduce -38.3% | 226 | $25K |
| Root Financial Partners, LLC | 0.00% | Add +25.0% | 210 | $24K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +1.3% | 158 | $18K |
| Quent Capital, LLC | 0.00% | No change | 149 | $17K |
| Larson Financial Group LLC | 0.00% | Add +7.2% | 149 | $17K |
| Accent Capital Management, LLC | 0.01% | Reduce -4.0% | 144 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.9% | 135 | $15K |
| Huntington National Bank | 0.00% | Add +55.1% | 121 | $14K |
| Aquatic Capital Management LLC | 0.00% | Reduce -98.8% | 111 | $13K |
| Peregrine Capital Management LLC | 0.00% | Reduce -99.8% | 110 | $12K |
| Danske Bank A/S | 0.00% | Reduce -91.6% | 110 | $12K |
| CVA Family Office, LLC | 0.00% | New | 102 | $12K |
| Horizon Financial Services, LLC | 0.00% | No change | 95 | $11K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 90 | $10K |
| Blue Trust, Inc. | 0.00% | Add +12.3% | 82 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.0% | 78 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -67.3% | 73 | $8K |
| Key Financial Inc | 0.00% | No change | 63 | $7K |
| Rossby Financial, LCC | 0.00% | Add +511.1% | 55 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +120.0% | 55 | $6K |
| Quarry LP | 0.00% | New | 50 | $6K |
| Bogart Wealth, LLC | 0.00% | New | 48 | $5K |
| FNY Investment Advisers, LLC | 0.00% | No change | 50 | $5K |
| J.Safra Asset Management Corp | 0.00% | Add +90.9% | 42 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $4K |
| LRI Investments, LLC | 0.00% | New | 36 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 35 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 33 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 24 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 23 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 22 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 21 | $2K |
| Sachetta, LLC | 0.00% | New | 21 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 20 | $2K |
| WPG Advisers, LLC | 0.00% | Add +171.4% | 19 | $2K |
| Avion Wealth | 0.00% | Add +333.3% | 26 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| Essential Partners LLC | 0.00% | No change | 17 | $2K |
| TD Capital Management LLC | 0.00% | New | 17 | $2K |
| Zions Bancorporation, National Association | 0.00% | New | 17 | $2K |
| Spire Wealth Management | 0.00% | No change | 16 | $2K |
| Dunhill Financial, LLC | 0.00% | Add +1300.0% | 14 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 14 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 12 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 12 | $1K |
| NBT Bank, N.A. | 0.00% | New | 12 | $1K |
| IFP Advisors, Inc | 0.00% | Reduce -63.6% | 12 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +57.1% | 11 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -8.3% | 11 | $1K |
| Torren Management, LLC | 0.00% | Reduce -96.9% | 10 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -96.2% | 10 | $1K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -70.0% | 9 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 7 | $790 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 5 | $564 |
| Rakuten Securities, Inc. | 0.00% | No change | 5 | $564 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $564 |
| Prestige Wealth Management Group LLC | 0.00% | New | 4 | $453 |
| Principia Wealth Advisory, LLC | 0.00% | Add +300.0% | 4 | $451 |
| Curio Wealth, LLC | 0.00% | New | 2 | $226 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $226 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 2 | $226 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $113 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $113 |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.