Umb FinancialUMBF
13F holders, Q2 2026 (June 30)483holders +29
76new positions
49sold out
5famous investors
$142.29avg. 13F price*
At the end of Q2 2026, 483 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 29 from Q1 2026. 76 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($1.5B), UMB Bank, n.a. ($667.4M) and Vanguard Portfolio Management LLC ($601.5M). 5 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $251.3M |
| Exits | 49 | $85.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,264,379 shares bought and 4,113,791 shares sold, net +2,150,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 483 holders
| BlackRock, Inc. | 0.02% | Add +9.3% | 10,215,651 | $1.5B |
| UMB Bank, n.a. | 8.45% | Reduce -1.0% | 4,674,963 | $667.4M |
| Vanguard Portfolio Management LLC | 0.03% | Add +1.9% | 4,213,123 | $601.5M |
| State Street Corp. | 0.02% | Add +3.8% | 4,133,285 | $591.8M |
| Vanguard Capital Management LLC | 0.01% | Add +0.9% | 3,130,338 | $446.9M |
| Dimensional Fund Advisors LP | 0.08% | Add +4.2% | 3,030,849 | $432.7M |
| FMR LLC | 0.02% | Add +10.3% | 2,671,666 | $381.4M |
| Geode Capital Management, LLC | 0.02% | Add +6.0% | 2,064,907 | $294.8M |
| Wellington Management Group LLP | 0.04% | Reduce -37.7% | 1,687,247 | $240.9M |
| Neuberger Berman Group LLC | 0.15% | Reduce -8.1% | 1,562,240 | $223.0M |
| Earnest Partners LLC | 0.64% | Reduce -2.8% | 1,242,430 | $177.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +38.6% | 1,241,789 | $177.3M |
| Allspring Global Investments Holdings, LLC | 0.26% | Reduce -15.6% | 1,145,958 | $166.9M |
| American Century Companies Inc. | 0.07% | Reduce -22.3% | 1,045,921 | $149.3M |
| Alliancebernstein L.P. | 0.05% | Add +6.6% | 1,300,605 | $146.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.2% | 964,626 | $137.7M |
| Citadel Advisors | 0.08% | Reduce -11.7% | 943,290 | $134.7M |
| Morgan Stanley | 0.01% | Reduce -6.7% | 939,019 | $134.1M |
| Northern Trust Corp. | 0.02% | Add +5.3% | 926,889 | $132.3M |
| First Trust Advisors LP | 0.08% | Add +1.7% | 914,990 | $130.6M |
| Bank of America Corp. | 0.01% | Add +30.1% | 904,683 | $129.2M |
| Victory Capital Management Inc. | 0.07% | Reduce -8.0% | 900,418 | $128.5M |
| Nuveen, LLC | 0.03% | Add +16.4% | 763,660 | $109.0M |
| Norges Bank | 0.01% | — | 705,322 | $100.7M |
| Clearbridge Investments, LLC | 0.08% | Add +7.7% | 699,624 | $99.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -2.5% | 694,836 | $99.2M |
| Global Alpha Capital Management Ltd. | 5.90% | Add +4.8% | 690,325 | $98.6M |
| GW&K Investment Management, LLC | 0.75% | Reduce -4.1% | 672,465 | $96.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -4.0% | 583,289 | $83.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.6% | 549,240 | $78.4M |
| Johnson Investment Counsel Inc. | 0.52% | Add +3.7% | 500,732 | $71.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.7% | 475,634 | $67.9M |
| Captrust Financial Advisors | 0.09% | Reduce -4.0% | 428,347 | $61.2M |
| Junto Capital Management LP | 1.09% | New | 412,747 | $58.9M |
| Neumeier Poma Investment Counsel LLC | 4.01% | Add +1.7% | 410,797 | $58.6M |
| Schroder Investment Management Group | 0.04% | Add +24.7% | 401,467 | $57.0M |
| Congress Asset Management Co. | 0.35% | Add +162.1% | 396,647 | $56.6M |
| Vaughan Nelson Investment Management, L.P. | 0.46% | Add +23.5% | 364,287 | $52.0M |
| Massachusetts Financial Services Co. | 0.02% | Add +3.9% | 353,035 | $50.4M |
| Emerald Advisers, LLC | 1.16% | Add +29.3% | 345,687 | $49.4M |
| Franklin Resources Inc. | 0.01% | Add +8.4% | 340,610 | $48.6M |
| Systematic Financial Management LP | 0.97% | Reduce -2.0% | 339,475 | $48.5M |
| NFJ Investment Group, LLC | 1.59% | Add +1.1% | 329,404 | $47.0M |
| Raymond James Financial Inc. | 0.01% | Add +13.7% | 324,438 | $46.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 306,503 | $44.0M |
| AQR Capital Management | 0.01% | Add +53.6% | 295,887 | $41.8M |
| Azora Capital LP | 1.65% | New | 274,871 | $39.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -1.0% | 274,275 | $39.2M |
| Holocene Advisors, LP | 0.09% | Add +470.4% | 262,423 | $37.5M |
| Federated Hermes, Inc. | 0.05% | Add +50.0% | 255,948 | $36.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 254,210 | $36.3M |
| Fisher Asset Management | 0.01% | Add +0.3% | 243,154 | $34.7M |
| Jupiter Topco LLC | 0.01% | — | 238,162 | $34.0M |
| Emerald Mutual Fund Advisers Trust | 1.18% | Add +48.6% | 235,696 | $33.6M |
| Rhumbline Advisers | 0.03% | Add +2.9% | 234,405 | $33.5M |
| Sei Investments Co. | 0.03% | Add +18.8% | 226,487 | $32.3M |
| ProShare Advisors LLC | 0.05% | Add +4.8% | 225,860 | $32.2M |
| UBS Group AG | 0.00% | Reduce -28.8% | 208,492 | $29.8M |
| Stieven Capital Advisors, L.P. | 5.56% | Reduce -10.8% | 204,065 | $29.1M |
| Invesco Ltd. | 0.00% | Reduce -26.0% | 203,034 | $29.0M |
| Boston Trust Walden Corp | 0.22% | Reduce -4.9% | 197,886 | $28.3M |
| New York State Common Retirement Fund | 0.04% | Add +1.3% | 196,163 | $28.0M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -30.5% | 185,380 | $26.5M |
| Aristotle Capital Boston, LLC | 1.74% | New | 181,329 | $25.9M |
| WCM Investment Management, LLC | 0.05% | Add +2.1% | 182,176 | $25.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.9% | 179,559 | $25.6M |
| Handelsbanken Fonder AB | 0.07% | Add +217.0% | 176,840 | $25.2M |
| Wells Fargo & Company | 0.00% | Add +24.1% | 171,663 | $24.5M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 8.21% | No change | 170,440 | $24.3M |
| Swiss National Bank | 0.01% | Reduce -3.4% | 145,120 | $20.7M |
| Basswood Capital Management, L.L.C. | 0.88% | New | 144,257 | $20.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.1% | 140,449 | $20.1M |
| Natixis Advisors, LLC | 0.02% | Add +29.9% | 135,442 | $19.3M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 132,990 | $19.0M |
| Creative Planning | 0.01% | Add +23.4% | 130,213 | $18.6M |
| Gator Capital Management, LLC | 3.98% | Reduce -11.0% | 129,450 | $18.5M |
| FJ Capital Management LLC | 2.36% | Add +191.5% | 127,486 | $18.2M |
| State of Wisconsin Investment Board | 0.03% | Add +1.2% | 117,726 | $16.8M |
| Interval Partners, LP | 0.53% | Add +670.0% | 115,855 | $16.5M |
| STRS Ohio | 0.06% | Add +20.5% | 115,700 | $16.5M |
| Kennedy Capital Management LLC | 0.28% | Add +126.0% | 111,071 | $15.9M |
| William Blair Investment Management, LLC | 0.05% | Reduce -20.8% | 105,762 | $15.1M |
| Ceredex Value Advisors LLC | 0.40% | Reduce -24.9% | 98,850 | $14.1M |
| Legal & General Group Plc | 0.00% | Reduce -1.6% | 95,737 | $13.7M |
| Deutsche Bank AG | 0.00% | Add +15.3% | 92,967 | $13.3M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -5.7% | 91,750 | $13.1M |
| California State Teachers Retirement System | 0.01% | Reduce -4.0% | 83,738 | $12.0M |
| Osaic Holdings, Inc. | 0.01% | Add +65.8% | 79,883 | $11.4M |
| Third Avenue Management LLC | 1.79% | No change | 78,245 | $11.2M |
| Bessemer Group Inc. | 0.02% | Reduce -72.3% | 77,982 | $11.1M |
| MetLife Investment Management, LLC | 0.05% | Add +3.8% | 76,171 | $10.9M |
| Millennium Management | 0.01% | Reduce -52.5% | 75,840 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 73,956 | $10.6M |
| Retirement Systems of Alabama | 0.03% | Reduce -15.6% | 73,867 | $10.5M |
| SummitTX Capital, L.P. | 0.28% | New | 73,008 | $10.4M |
| FIL Ltd | 0.01% | Reduce -4.7% | 72,575 | $10.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Reduce -0.2% | 70,272 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.9% | 68,730 | $9.8M |
| New York State Teachers Retirement System | 0.02% | Add +15.8% | 67,360 | $9.6M |
| Citigroup Inc. | 0.00% | Add +39.8% | 66,934 | $9.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +86.9% | 63,414 | $9.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -3.8% | 62,126 | $8.9M |
| Vest Financial, LLC | 0.09% | Reduce -0.6% | 60,863 | $8.7M |
| Nicolet Bankshares Inc. | 0.25% | No change | 55,956 | $8.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -12.0% | 54,433 | $7.8M |
| Karl Kapital LLC | 4.42% | Reduce -16.5% | 52,019 | $7.4M |
| Swedbank AB | 0.01% | New | 52,000 | $7.4M |
| Brown Advisory Inc. | 0.01% | Reduce -2.3% | 51,855 | $7.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +3612.2% | 51,563 | $7.4M |
| Hillsdale Investment Management Inc. | 0.17% | Add +2159.3% | 51,060 | $7.3M |
| Barclays PLC | 0.00% | Reduce -36.9% | 50,872 | $7.3M |
| Freestone Grove Partners LP | 0.05% | No change | 50,160 | $7.2M |
| Jones Financial Companies LLLP | 0.00% | Add +16.9% | 49,055 | $7.1M |
| GHP Investment Advisors, Inc. | 0.26% | Add +1.8% | 49,629 | $7.1M |
| Horizon Investments, LLC | 0.08% | Add +60.3% | 48,200 | $6.9M |
| Palisade Capital Management, LP | 0.33% | New | 47,614 | $6.8M |
| Midwest Trust Co | 0.08% | Reduce -2.8% | 47,081 | $6.7M |
| LPL Financial LLC | 0.00% | Add +29.4% | 46,368 | $6.6M |
| Channing Capital Management, LLC | 0.14% | New | 44,027 | $6.3M |
| B. Metzler seel. Sohn & Co. AG | 0.05% | Add +14.7% | 43,882 | $6.3M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -0.9% | 43,693 | $6.2M |
| Petiole USA ltd | 4.37% | No change | 42,622 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Add +3.4% | 42,525 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.0% | 41,276 | $5.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +12.4% | 38,470 | $5.5M |
| Prudential PLC | 0.04% | Add +1.9% | 38,139 | $5.4M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -3.0% | 36,583 | $5.2M |
| Nomura Asset Management International Inc. | 0.01% | New | 35,355 | $5.0M |
| Brant Point Investment Management LLC | 1.12% | Reduce -18.8% | 35,235 | $5.0M |
| Maltese Capital Management LLC | 0.93% | Reduce -10.0% | 35,000 | $5.0M |
| Tudor Investment Corporation | 0.02% | Add +38.5% | 34,513 | $4.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -0.6% | 33,884 | $4.8M |
| Wedge Capital Management L L P | 0.08% | Reduce -9.4% | 33,579 | $4.8M |
| Mariner, LLC | 0.01% | Reduce -4.5% | 33,566 | $4.8M |
| Phocas Financial Corp. | 0.64% | Reduce -5.0% | 32,273 | $4.6M |
| Quantinno Capital Management LP | 0.01% | Add +13.2% | 32,155 | $4.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +1.4% | 31,758 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +47.2% | 30,947 | $4.4M |
| Amalgamated Bank | 0.03% | Reduce -1.7% | 30,389 | $4.3M |
| Commerce Bank | 0.02% | Reduce -0.1% | 29,401 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +4.1% | 29,237 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +52.6% | 28,375 | $4.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 28,168 | $4.0M |
| Friday Financial | 1.07% | Add +5.9% | 27,445 | $4.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -1.8% | 27,749 | $4.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -35.9% | 26,883 | $3.8M |
| Zacks Investment Management | 0.03% | New | 26,350 | $3.8M |
| Fifth Third Bancorp | 0.01% | Reduce -16.1% | 25,163 | $3.6M |
| Bayview Asset Management, LLC | 2.67% | Add +19.2% | 25,000 | $3.6M |
| Triveni Capital Investments LP | 4.19% | Reduce -51.7% | 24,607 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +1.0% | 24,036 | $3.4M |
| Moody Aldrich Partners LLC | 0.60% | New | 23,298 | $3.3M |
| Cerity Partners LLC | 0.00% | Reduce -4.1% | 22,506 | $3.2M |
| Elizabeth Park Capital Advisors, Ltd. | 2.17% | No change | 22,002 | $3.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +9.3% | 21,795 | $3.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 21,197 | $3.0M |
| King Luther Capital Management Corp. | 0.01% | Reduce -64.3% | 21,093 | $3.0M |
| Prudential Financial Inc. | 0.00% | Add +47.5% | 21,076 | $3.0M |
| Bridgeway Capital Management, LLC | 0.05% | Add +90.9% | 21,005 | $3.0M |
| Louisiana State Employees Retirement System | 0.04% | Add +1.0% | 20,900 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 20,705 | $3.0M |
| Guggenheim Capital LLC | 0.02% | Reduce -6.2% | 20,359 | $2.9M |
| Arizona State Retirement System | 0.01% | Reduce -4.3% | 19,958 | $2.8M |
| Ameritas Investment Partners, Inc. | 0.08% | Add +3.7% | 19,861 | $2.8M |
| Yousif Capital Management, LLC | 0.03% | Reduce -5.2% | 19,789 | $2.8M |
| Paragon Capital Management LLC | 1.27% | No change | 19,272 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Reduce -8.1% | 18,908 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.2% | 18,106 | $2.6M |
| Vanguard Investments Australia, Ltd. | 0.01% | Reduce -10.1% | 18,097 | $2.6M |
| Quadrant Capital Group LLC | 0.07% | Add +1.6% | 18,063 | $2.6M |
| Diversified Portfolios, Inc. | 0.18% | Reduce -0.5% | 17,789 | $2.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -4.4% | 17,098 | $2.4M |
| State of Michigan Retirement System | 0.01% | Reduce -2.3% | 16,741 | $2.4M |
| KLP Kapitalforvaltning As | 0.01% | No change | 16,695 | $2.4M |
| Picton Mahoney Asset Management | 0.02% | Reduce -15.9% | 16,428 | $2.3M |
| US Bancorp \de | 0.00% | Add +17.3% | 16,119 | $2.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.4% | 16,066 | $2.3M |
| Atria Investments, Inc | 0.02% | Add +4.5% | 16,041 | $2.3M |
| New Age Alpha Advisors, LLC | 0.09% | New | 15,174 | $2.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +53.5% | 15,146 | $2.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +1.0% | 14,760 | $2.1M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -28.6% | 14,426 | $2.1M |
| Intech Investment Management LLC | 0.02% | Reduce -20.0% | 14,078 | $2.0M |
| Voya Investment Management LLC | 0.00% | Add +13.7% | 14,047 | $2.0M |
| Diversify Advisory Services, LLC | 0.03% | New | 14,149 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | New | 14,149 | $2.0M |
| New Mexico Educational Retirement Board | 0.05% | No change | 13,900 | $2.0M |
| Angel Oak Capital Advisors, LLC | 2.45% | No change | 13,600 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.1% | 13,540 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Add +478.5% | 13,484 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +4.9% | 13,307 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 12,925 | $1.8M |
| Canada Pension Plan Investment Board | 0.00% | Add +388.5% | 12,700 | $1.8M |
| Steele Capital Management, Inc. | 0.07% | Add +0.0% | 12,375 | $1.8M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +0.7% | 12,182 | $1.7M |
| Old National Bancorp | 0.03% | Reduce -33.3% | 12,030 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.0% | 11,672 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +1.3% | 11,649 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +11.5% | 11,396 | $1.6M |
| Artemis Investment Management LLP | 0.01% | New | 10,636 | $1.5M |
| Xponance LLC | 0.01% | Add +3.5% | 10,636 | $1.5M |
| Teacher Retirement System of Texas | 0.00% | Add +40.5% | 10,443 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 10,254 | $1.5M |
| Hancock Whitney Corp. | 0.02% | Reduce -0.5% | 10,212 | $1.5M |
| Virtus Advisers, LLC | 0.56% | New | 10,149 | $1.4M |
| Squarepoint Ops LLC | 0.00% | Reduce -87.0% | 10,069 | $1.4M |
| SJS Investment Consulting Inc. | 0.16% | Reduce -8.5% | 10,063 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -54.9% | 9,969 | $1.4M |
| Integrated Quantitative Investments LLC | 0.22% | New | 9,553 | $1.4M |
| Legato Capital Management LLC | 0.11% | New | 9,553 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.6% | 9,272 | $1.3M |
| Atwood & Palmer Inc. | 0.07% | Reduce -14.6% | 9,166 | $1.3M |
| Choreo, LLC | 0.01% | Add +5.5% | 8,799 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -18.2% | 8,543 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +4.0% | 8,420 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.0% | 8,378 | $1.2M |
| Nordea Investment Management AB | 0.00% | New | 8,135 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.3% | 8,028 | $1.1M |
| CIBC Bancorp USA Inc. | 0.00% | Add +9.6% | 7,680 | $1.1M |
| Bank of Montreal | 0.00% | Reduce -0.4% | 7,570 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -13.2% | 7,514 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.4% | 7,464 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -5.3% | 7,373 | $1.1M |
| First National Bank of Omaha | 0.03% | Reduce -62.4% | 7,414 | $1.1M |
| Glenmede Trust Co. NA | 0.00% | New | 7,359 | $1.1M |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -1.6% | 7,310 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.5% | 7,284 | $1.0M |
| Kavar Capital Partners Group, LLC | 0.13% | Reduce -2.5% | 7,220 | $1.0M |
| First Citizens Bank & Trust Co. | 0.02% | Reduce -2.1% | 7,122 | $1.0M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 7,021 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.9% | 6,998 | $999K |
| Cambria Investment Management, L.P. | 0.05% | Add +7.2% | 6,712 | $958K |
| Composition Wealth, LLC | 0.01% | New | 6,673 | $953K |
| Evergreen Capital Management LLC | 0.02% | Add +30.3% | 6,623 | $948K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | Reduce -2.4% | 6,621 | $945K |
| Hantz Financial Services, Inc. | 0.01% | Add +5.9% | 6,606 | $943K |
| M&T Bank Corp | 0.00% | Reduce -3.7% | 6,581 | $940K |
| Accredited Investors Inc. | 0.04% | Reduce -24.1% | 6,439 | $919K |
| Jane Street Group, LLC | 0.00% | Reduce -90.0% | 6,166 | $880K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +45.6% | 6,163 | $880K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +59.0% | 6,064 | $866K |
| Savant Capital, LLC | 0.00% | Add +139.8% | 6,555 | $855K |
| Martingale Asset Management L P | 0.02% | Reduce -9.5% | 5,887 | $840K |
| &partners | 0.00% | Reduce -1.7% | 5,799 | $828K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -80.5% | 5,677 | $810K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.2% | 5,538 | $801K |
| EP Wealth Advisors, LLC | 0.00% | Add +4.7% | 5,570 | $795K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,486 | $783K |
| Securian Asset Management, Inc. | 0.03% | No change | 5,263 | $768K |
| Keybank National Association | 0.00% | Add +4.5% | 5,301 | $757K |
| Fiduciary Trust Co | 0.01% | Reduce -14.9% | 5,292 | $755K |
| Commonwealth Equity Services, LLC | 0.00% | Add +33.7% | 5,263 | $751K |
| KERR FINANCIAL PLANNING Corp | 0.83% | No change | 5,224 | $746K |
| Whelan Financial | 0.19% | Add +0.0% | 5,009 | $715K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.2% | 4,976 | $710K |
| KLCM Advisors, Inc. | 0.06% | Add +1.3% | 4,939 | $705K |
| Nisa Investment Advisors, LLC | 0.00% | Add +12.4% | 4,857 | $695K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 4,800 | $685K |
| Mercer Global Advisors Inc. | 0.00% | Add +53.8% | 4,760 | $680K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -3.2% | 4,751 | $678K |
| Florida Trust Wealth Management Co | 0.02% | Reduce -0.4% | 4,748 | $678K |
| HighTower Advisors, LLC | 0.00% | Reduce -15.3% | 4,665 | $666K |
| Amundi | 0.00% | Add +14.7% | 4,620 | $660K |
| DRW Securities, LLC | 0.04% | Add +121.4% | 4,591 | $655K |
| Alps Advisors Inc. | 0.00% | Add +0.9% | 4,530 | $647K |
| Signaturefd, LLC | 0.01% | Add +2.5% | 4,355 | $622K |
| Stembrook Asset Management, LLC | 0.53% | No change | 4,269 | $609K |
| Spirepoint Private Client, LLC | 0.05% | Add +13.6% | 4,263 | $609K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.1% | 4,179 | $597K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -2.7% | 4,154 | $593K |
| Inspire Investing, LLC | 0.02% | New | 4,149 | $592K |
| Park Avenue Securities LLC | 0.00% | Add +5.5% | 4,129 | $589K |
| Man Group plc | 0.00% | Reduce -33.7% | 4,103 | $586K |
| Farmers & Merchants Investments Inc. | 0.01% | Add +0.1% | 4,062 | $580K |
| Ieq Capital, LLC | 0.00% | Reduce -55.2% | 3,974 | $567K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +14.1% | 3,928 | $561K |
| L. Roy Papp & Associates, LLP | 0.06% | No change | 3,900 | $557K |
| Nykredit A/S | 0.00% | — | 3,896 | $556K |
| Oppenheimer & Co. Inc. | 0.01% | Add +17.6% | 3,838 | $548K |
| DNB Asset Management AS | 0.00% | No change | 3,828 | $546K |
| N.E.W. Advisory Services LLC | 0.04% | Add +0.3% | 3,818 | $545K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +3.0% | 3,759 | $537K |
| Connable Office Inc. | 0.05% | Reduce -6.6% | 3,738 | $534K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.17% | No change | 3,650 | $521K |
| Profund Advisors LLC | 0.01% | Add +4.1% | 3,609 | $515K |
| Hamilton Capital Partners Inc. | 0.01% | Reduce -28.9% | 3,565 | $509K |
| Whalen Wealth Management Inc. | 0.23% | Reduce -6.1% | 3,512 | $501K |
| Abel Hall, LLC | 0.09% | Reduce -3.3% | 3,486 | $498K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +18.5% | 3,403 | $486K |
| Koesten, Hirschmann & Crabtree, INC. | 0.20% | No change | 3,387 | $484K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.2% | 3,360 | $480K |
| HSBC Holdings PLC | 0.00% | Reduce -75.3% | 3,299 | $471K |
| First Community Trust NA | 0.20% | No change | 3,180 | $454K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.5% | 3,172 | $453K |
| LexAurum Advisors, LLC | 0.05% | Add +0.3% | 3,148 | $449K |
| Flywheel Private Wealth LLC | 0.21% | No change | 3,000 | $428K |
| Alliance Wealth Advisors, LLC | 0.08% | New | 2,955 | $422K |
| Portside Wealth Group, LLC | 0.05% | New | 2,917 | $416K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 2,916 | $416K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,908 | $415K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 2,858 | $408K |
| Assetmark, Inc. | 0.00% | Add +7.2% | 2,856 | $408K |
| Integrated Investment Consultants, LLC | 0.08% | Reduce -0.4% | 2,824 | $403K |
| MML Investors Services, LLC | 0.00% | Add +14.0% | 2,805 | $400K |
| High Net Worth Advisory Group LLC | 0.09% | Add +0.0% | 2,803 | $400K |
| Kornitzer Capital Management Inc. | 0.01% | No change | 2,800 | $400K |
| OneDigital Investment Advisors LLC | 0.00% | Add +20.2% | 2,765 | $395K |
| Ethic Inc. | 0.00% | Reduce -3.1% | 2,763 | $394K |
| Aprio Wealth Management, LLC | 0.02% | No change | 2,679 | $382K |
| Sanctuary Advisors, LLC | 0.00% | Add +14.6% | 2,635 | $376K |
| High Note Wealth, LLC | 0.06% | No change | 2,623 | $374K |
| KBC Group NV | 0.00% | No change | 2,555 | $365K |
| Moors & Cabot, Inc. | 0.01% | Add +0.0% | 2,544 | $363K |
| Greenleaf Trust | 0.00% | Add +4.7% | 2,506 | $358K |
| PCM Encore, LLC | 0.06% | No change | 2,462 | $351K |
| Exchange Traded Concepts, LLC | 0.00% | Add +18.5% | 2,437 | $348K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -16.9% | 2,432 | $347K |
| Confluence Wealth Services, Inc. | 0.01% | New | 2,428 | $347K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 2,381 | $340K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +0.3% | 2,379 | $340K |
| Allstate Corp. | 0.00% | Reduce -90.3% | 2,360 | $337K |
| CIBC Asset Management Inc | 0.00% | Add +3.4% | 2,355 | $336K |
| Gateway Investment Advisers LLC | 0.00% | New | 2,327 | $332K |
| Praxis Investment Management Inc. | 0.02% | No change | 2,320 | $331K |
| Shelton Capital Management | 0.01% | Reduce -4.3% | 2,311 | $330K |
| Global Retirement Partners, LLC | 0.01% | — | 2,278 | $325K |
| Vise Technologies, Inc. | 0.00% | New | 2,269 | $324K |
| RMG Wealth Management LLC | 0.03% | No change | 2,109 | $315K |
| CenterBook Partners LP | 0.02% | Reduce -57.7% | 2,207 | $315K |
| Trust Point Inc. | 0.03% | Reduce -42.4% | 2,191 | $313K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.4% | 2,186 | $312K |
| SG Americas Securities, LLC | 0.00% | Reduce -89.5% | 2,173 | $310K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -17.1% | 2,126 | $303K |
| Ritholtz Wealth Management | 0.00% | Add +5.5% | 2,108 | $301K |
| Yorktown Management & Research Co Inc | 0.18% | No change | 2,100 | $300K |
| WESPAC Advisors, LLC | 0.15% | New | 2,086 | $298K |
| Evolve Private Wealth, LLC | 0.02% | New | 2,049 | $293K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +1.0% | 2,031 | $291K |
| Panagora Asset Management Inc. | 0.00% | No change | 2,032 | $290K |
| Douglass Winthrop Advisors, LLC | 0.00% | Reduce -38.5% | 2,000 | $286K |
| One Wealth Capital Management, LLC | 0.08% | New | 1,977 | $282K |
| Bridgewealth Advisory Group, LLC | 0.05% | No change | 1,938 | $277K |
| West Family Investments, Inc. | 0.08% | New | 1,899 | $271K |
| Ellenbecker Investment Group | 0.03% | No change | 1,874 | $268K |
| Pinney & Scofield, Inc. | 0.13% | No change | 1,841 | $263K |
| JNBA Financial Advisors | 0.02% | No change | 1,841 | $263K |
| GAMMA Investing LLC | 0.01% | Add +23.7% | 1,783 | $255K |
| Triad Wealth Partners, LLC | 0.01% | New | 1,705 | $251K |
| HB Wealth Management, LLC | 0.00% | New | 1,735 | $248K |
| Elevated Capital Advisors, LLC | 0.07% | No change | 1,667 | $238K |
| Chicago Capital, LLC | 0.01% | New | 1,649 | $235K |
| Impact Capital Partners LLC | 0.06% | New | 1,648 | $235K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 1,647 | $235K |
| Equitable Holdings, Inc. | 0.00% | Reduce -23.3% | 1,636 | $234K |
| 1ST Source Bank | 0.01% | New | 1,628 | $232K |
| Voleon Capital Management LP | 0.00% | New | 1,555 | $222K |
| MAI Capital Management | 0.00% | Add +21.4% | 1,552 | $222K |
| Corient Private Wealth LP | 0.00% | New | 1,545 | $221K |
| Sage Rhino Capital LLC | 0.04% | New | 1,546 | $221K |
| Regions Financial Corp. | 0.00% | Reduce -24.2% | 1,541 | $220K |
| Compound Planning, Inc. | 0.01% | New | 1,536 | $219K |
| Parallel Advisors, LLC | 0.00% | Add +11.0% | 1,528 | $218K |
| Advisory Services Network, LLC | 0.00% | Add +16.9% | 1,518 | $217K |
| ETF Store, Inc. | 0.18% | Reduce -27.2% | 1,499 | $214K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.7% | 1,492 | $213K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,486 | $212K |
| Walleye Capital LLC | 0.00% | New | 1,486 | $212K |
| Norden Group LLC | 0.02% | New | 1,480 | $211K |
| First Western Trust Bank | 0.01% | New | 1,475 | $211K |
| Harvest Investment Services, LLC | 0.03% | New | 1,466 | $209K |
| GTS Securities LLC | 0.00% | Reduce -59.6% | 1,445 | $206K |
| Aaron Wealth Advisors LLC | 0.01% | New | 1,444 | $206K |
| Monument Capital Management | 0.04% | New | 1,437 | $205K |
| Ballentine Partners, LLC | 0.00% | New | 1,432 | $204K |
| Koshinski Asset Management, Inc. | 0.01% | New | 1,407 | $201K |
| Pallas Capital Advisors LLC | 0.01% | New | 1,404 | $200K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,396 | $199K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,390 | $198K |
| Versant Capital Management, Inc | 0.02% | Add +48.9% | 1,298 | $185K |
| Simplex Trading, LLC | 0.00% | Add +308.8% | 1,071 | $153K |
| 1620 Investment Advisors, Inc. | 0.08% | Reduce -4.7% | 941 | $134K |
| Hilltop National Bank | 0.03% | No change | 920 | $131K |
| GoalVest Advisory LLC | 0.02% | New | 915 | $131K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 879 | $125K |
| Smartleaf Asset Management LLC | 0.00% | No change | 879 | $125K |
| Marquette Asset Management, LLC | 0.02% | No change | 826 | $118K |
| Arax Advisory Partners | 0.00% | Add +225.2% | 800 | $114K |
| Bayforest Capital Ltd | 0.10% | Add +160.9% | 775 | $111K |
| Eurizon Capital SGR S.p.A. | 0.00% | Add +5.8% | 679 | $96K |
| Trust Co | 0.01% | No change | 670 | $96K |
| Optiver Holding B.V. | 0.00% | Add +181.0% | 635 | $91K |
| Rothschild Investment LLC | 0.00% | Add +98.0% | 580 | $83K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -1.6% | 572 | $82K |
| State of Wyoming | 0.01% | Reduce -63.9% | 551 | $79K |
| Kemnay Advisory Services Inc. | 0.01% | Add +32.4% | 503 | $72K |
| Covestor Ltd | 0.04% | Reduce -34.3% | 464 | $66K |
| V-Square Quantitative Management LLC | 0.01% | New | 409 | $58K |
| Allworth Financial LP | 0.00% | Reduce -67.5% | 369 | $53K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -3.4% | 341 | $49K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 334 | $48K |
| Amova Asset Management Americas, Inc. | 0.00% | New | 309 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -23.5% | 303 | $43K |
| City State Bank | 0.01% | No change | 300 | $43K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 266 | $38K |
| Axiom Investment Management LLC | 0.02% | No change | 250 | $36K |
| CENTRAL TRUST Co | 0.00% | No change | 238 | $34K |
| Wellington-Altus USA Inc. | 0.02% | No change | 265 | $30K |
| Acumen Wealth Advisors, LLC | 0.01% | Add +31.6% | 208 | $30K |
| Peregrine Capital Management LLC | 0.00% | Add +81.8% | 200 | $29K |
| Accent Capital Management, LLC | 0.01% | Add +11.8% | 161 | $23K |
| Larson Financial Group LLC | 0.00% | No change | 149 | $21K |
| Quent Capital, LLC | 0.00% | Reduce -4.0% | 143 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -53.3% | 140 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -8.2% | 124 | $18K |
| Huntington National Bank | 0.00% | Add +0.8% | 122 | $17K |
| CVA Family Office, LLC | 0.00% | Add +11.8% | 114 | $16K |
| Danske Bank A/S | 0.00% | No change | 110 | $16K |
| Horizon Financial Services, LLC | 0.01% | No change | 95 | $14K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -74.8% | 92 | $13K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 90 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +6.4% | 83 | $12K |
| First Horizon Corp. | 0.00% | New | 73 | $10K |
| Key Financial Inc | 0.00% | No change | 63 | $9K |
| Bogart Wealth, LLC | 0.00% | Add +31.3% | 63 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -16.4% | 61 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +3.6% | 57 | $8K |
| Fiduciary Financial Advisors | 0.00% | New | 57 | $8K |
| Rossby Financial, LCC | 0.00% | Reduce -14.6% | 47 | $7K |
| Clearstead Trust, LLC | 0.00% | New | 46 | $7K |
| Clearstead Advisors, LLC | 0.00% | Add +360.0% | 46 | $7K |
| Anchor Investment Management, LLC | 0.00% | New | 42 | $6K |
| J.Safra Asset Management Corp | 0.00% | No change | 42 | $6K |
| LRI Investments, LLC | 0.00% | Add +13.9% | 41 | $6K |
| NBH Bank | 0.00% | — | 40 | $6K |
| Manchester Capital Management LLC | 0.00% | No change | 36 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -56.1% | 36 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 35 | $5K |
| Rialto Wealth Management, LLC | 0.00% | Add +191.7% | 35 | $5K |
| WPG Advisers, LLC | 0.00% | Add +57.9% | 30 | $4K |
| Avion Wealth | 0.00% | Add +30.8% | 34 | $4K |
| Sachetta, LLC | 0.00% | Add +23.8% | 26 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 25 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 24 | $3K |
| JPL Wealth Management, LLC | 0.00% | No change | 23 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 22 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 22 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 22 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 21 | $3K |
| TD Capital Management LLC | 0.00% | No change | 17 | $2K |
| Zions Bancorporation, National Association | 0.00% | No change | 17 | $2K |
| Spire Wealth Management | 0.00% | No change | 16 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 14 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +27.3% | 14 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 15 | $2K |
| True Wealth Design, LLC | 0.00% | No change | 14 | $2K |
| Quarry LP | 0.00% | Reduce -74.0% | 13 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 12 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 12 | $2K |
| IFP Advisors, Inc | 0.00% | No change | 12 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Add +120.0% | 11 | $2K |
| Torren Management, LLC | 0.00% | No change | 10 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 10 | $1K |
| Signature Equity Partners, LLC | 0.00% | New | 10 | $1K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 7 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 7 | $999 |
| Planning Strategies Inc. | 0.00% | — | 6 | $857 |
| Valued Wealth Advisors LLC | 0.00% | Add +0.0% | 5 | $716 |
| Essential Partners LLC | 0.00% | Reduce -70.6% | 5 | $714 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 4 | $573 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 4 | $571 |
| Mascoma Wealth Management LLC | 0.00% | New | 4 | $571 |
| Hughes Financial Services, LLC | 0.00% | Add +50.0% | 3 | $428 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $292 |
| Kilter Group LLC | 0.00% | New | 2 | $286 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 2 | $286 |
| SHP Wealth Management | 0.00% | New | 2 | $286 |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $143 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $143 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $143 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 1 | $143 |
| Navigoe, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.