Umb Financial Corp
UMBF- 交易所
- Nasdaq
- 產業
- National Commercial Banks
- SEC CIK
- 0000101382
近 90 天,Umb Financial Corp 內部人申報 2 筆公開市場買進、11 筆賣出;2026 年第 2 季末有 484 家機構在 13F 申報持有,市值合計 $103.7 億;沒有大師持有。
其他股別UMBFO
2022 年第 4 季 13F 持有人
Umb Financial Corp 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 265
- 較 2022 年第 3 季 −3 家
- 持有股數
- 4,275 萬
- 較 2022 年第 3 季 +8.08 萬 (+0.2%)
- 總市值
- $35.7 億
- 較 2022 年第 3 季 −$2,696 萬 (−0.7%)
- 新進機構
- 29
- 另有 103 家加碼
- 清倉機構
- 32
- 另有 100 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 UMBF 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 484 | $103.7 億 |
| 2026 年第 1 季 | 455 | $78.8 億 |
| 2025 年第 4 季 | 413 | $81.7 億 |
| 2025 年第 3 季 | 405 | $81.9 億 |
| 2025 年第 2 季 | 410 | $72.5 億 |
| 2025 年第 1 季 | 411 | $67.9 億 |
| 2024 年第 4 季 | 354 | $57.7 億 |
| 2024 年第 3 季 | 325 | $52.6 億 |
| 2024 年第 2 季 | 293 | $41.0 億 |
| 2024 年第 1 季 | 272 | $37.0 億 |
| 2023 年第 4 季 | 259 | $35.8 億 |
| 2023 年第 3 季 | 243 | $26.9 億 |
| 2023 年第 2 季 | 225 | $27.4 億 |
| 2023 年第 1 季 | 260 | $24.6 億 |
| 2022 年第 4 季 | 265 | $35.7 億 |
| 2022 年第 3 季 | 271 | $36.0 億 |
| 2022 年第 2 季 | 261 | $37.0 億 |
| 2022 年第 1 季 | 253 | $41.4 億 |
| 2021 年第 4 季 | 256 | $44.9 億 |
| 2021 年第 3 季 | 241 | $39.7 億 |
| 2021 年第 2 季 | 235 | $38.6 億 |
| 2021 年第 1 季 | 232 | $37.9 億 |
2022 年第 4 季持有機構
每家機構持有 Umb Financial Corp 的股數、市值與佔組合比重;股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 3 | $251 | 0.00% | −2−40.0% | 減碼 |
| Versant Capital Management, Inc | 3 | $251 | 0.00% | −1−25.0% | 減碼 |
| Concord Wealth Partners | 3 | $251 | 0.00% | +3 | 新進 |
| Disciplined Investments, LLC | 8 | $668 | 0.00% | −1−11.1% | 減碼 |
| SJS Investment Consulting Inc. | 11 | $919 | 0.00% | +3+37.5% | 加碼 |
| Massmutual Trust Co FSB | 7 | $1,000 | 0.00% | −19−73.1% | 減碼 |
| Schubert & Co | 12 | $1,002 | 0.00% | −19−61.3% | 減碼 |
| M&R Capital Management Inc | 19 | $1,586 | 0.00% | +19 | 新進 |
| Pinnacle Financial Partners Inc | 21 | $1,754 | 0.00% | +21 | 新進 |
| Proequities, Inc. | 23 | $1,930 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 26 | $2,000 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 24 | $2,004 | 0.00% | −85−78.0% | 減碼 |
| TCI Wealth Advisors, Inc. | 27 | $2,255 | 0.00% | −89−76.7% | 減碼 |
| Bell Investment Advisors, Inc | 28 | $2,339 | 0.00% | +6+27.3% | 加碼 |
| JFS Wealth Advisors, LLC | 32 | $2,673 | 0.00% | −11−25.6% | 減碼 |
| JJJ Advisors Inc. | 33 | $2,859 | 0.00% | +16+94.1% | 加碼 |
| Private Trust Co NA | 41 | $3,000 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 50 | $4,000 | 0.01% | +50 | 新進 |
| Spire Wealth Management | 49 | $4,000 | 0.00% | +49 | 新進 |
| Fifth Third Bancorp | 60 | $5,011 | 0.00% | −71−54.2% | 減碼 |
| Hexagon Capital Partners LLC | 63 | $5,262 | 0.00% | −47−42.7% | 減碼 |
| Quent Capital, LLC | 82 | $6,849 | 0.00% | 00.0% | 不變 |
| Comerica Securities,inc. | 103 | $8,641 | 0.00% | +103 | 新進 |
| WR Wealth Planners, LLC | 119 | $9,939 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 128 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 155 | $1.29 萬 | 0.00% | +155 | 新進 |
| Lindbrook Capital, LLC | 207 | $1.73 萬 | 0.00% | +77+59.2% | 加碼 |
| First Horizon Advisors, Inc. | 237 | $1.98 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 250 | $2.09 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 305 | $2.50 萬 | 0.02% | +176+136.4% | 加碼 |
| Nomura Asset Management Co Ltd | 300 | $2.51 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 816 | $2.57 萬 | 0.00% | +816 | 新進 |
| Ci Investments Inc. | 390 | $3.30 萬 | 0.00% | +76+24.2% | 加碼 |
| Bartlett & Co. LLC | 434 | $3.60 萬 | 0.00% | −15−3.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 434 | $3.64 萬 | 0.00% | −15−3.3% | 減碼 |
| MBM Wealth Consultants, LLC | 514 | $4.20 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 568 | $4.74 萬 | 0.00% | +162+39.9% | 加碼 |
| Pinebridge Investments, L.P. | 591 | $4.94 萬 | 0.00% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 812 | $6.80 萬 | 0.00% | +50+6.6% | 加碼 |
| PEAK6 Investments LLC | 1,007 | $8.41 萬 | 0.00% | −87−8.0% | 減碼 |
| US Asset Management LLC | 1,305 | $10.9 萬 | 0.12% | +1,305 | 新進 |
| Advisor Group Holdings, Inc. | 1,342 | $11.3 萬 | 0.00% | −491−26.8% | 減碼 |
| Quadrant Capital Group LLC | 1,368 | $11.4 萬 | 0.01% | +998+269.7% | 加碼 |
| Parallel Advisors, LLC | 1,453 | $12.1 萬 | 0.01% | +346+31.3% | 加碼 |
| Rockefeller Capital Management L.P. | 1,507 | $12.5 萬 | 0.00% | −72−4.6% | 減碼 |
| Money Concepts Capital Corp | 1,520 | $12.7 萬 | 0.01% | −1,881−55.3% | 減碼 |
| Arete Wealth Advisors, LLC | 26,852 | $17.5 萬 | 0.02% | +26,852 | 新進 |
| Quantbot Technologies LP | 2,125 | $17.7 萬 | 0.01% | −715−25.2% | 減碼 |
| Allworth Financial LP | 2,180 | $18.2 萬 | 0.00% | +5+0.2% | 加碼 |
| Acadian Asset Management LLC | 2,270 | $18.8 萬 | 0.00% | −520−18.6% | 減碼 |
| CWM, LLC | 2,433 | $20.3 萬 | 0.00% | −92−3.6% | 減碼 |
| Laffer Tengler Investments | 2,553 | $21.3 萬 | 0.06% | +2,553 | 新進 |
| Manchester Capital Management LLC | 2,643 | $22.1 萬 | 0.03% | +2,643 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 2,661 | $22.2 萬 | 0.00% | +2,661 | 新進 |
| Metropolitan Life Insurance Co | 2,706 | $22.6 萬 | 0.01% | +103+4.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,731 | $22.8 萬 | 0.01% | −632−18.8% | 減碼 |
| FORA Capital, LLC | 2,758 | $23.0 萬 | 0.04% | +2,758 | 新進 |
| Pitcairn Co | 2,794 | $23.3 萬 | 0.02% | −89−3.1% | 減碼 |
| High Net Worth Advisory Group LLC | 2,800 | $23.4 萬 | 0.09% | −300−9.7% | 減碼 |
| Old National Bancorp | 2,806 | $23.4 萬 | 0.01% | −875−23.8% | 減碼 |
| CWM Advisors, LLC | 2,807 | $23.4 萬 | 0.03% | +355+14.5% | 加碼 |
| Kornitzer Capital Management Inc | 2,830 | $23.6 萬 | 0.00% | −200−6.6% | 減碼 |
| Quantamental Technologies LLC | 2,869 | $24.0 萬 | 0.11% | +183+6.8% | 加碼 |
| Mackenzie Financial Corp | 2,977 | $24.9 萬 | 0.00% | −62,261−95.4% | 減碼 |
| Trexquant Investment LP | 3,054 | $25.5 萬 | 0.01% | +50+1.7% | 加碼 |
| Tandem Investment Advisors, Inc. | 3,105 | $25.9 萬 | 0.01% | −2,625−45.8% | 減碼 |
| Profund Advisors LLC | 3,198 | $26.7 萬 | 0.02% | +181+6.0% | 加碼 |
| Ethic Inc. | 3,244 | $27.1 萬 | 0.01% | −244−7.0% | 減碼 |
| KBC Group NV | 3,295 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| Regions Financial Corp | 3,349 | $28.0 萬 | 0.00% | −86−2.5% | 減碼 |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $28.3 萬 | 0.23% | +3,387 | 新進 |
| Graham Capital Management, L.P. | 3,388 | $28.3 萬 | 0.01% | −16,849−83.3% | 減碼 |
| Alps Advisors Inc | 3,582 | $29.9 萬 | 0.00% | −20−0.6% | 減碼 |
| Mirabella Financial Services LLP | 3,638 | $30.4 萬 | 0.03% | +3,638 | 新進 |
| Bank of Nova Scotia | 3,649 | $30.5 萬 | 0.00% | +3,649 | 新進 |
| Commonwealth Equity Services, LLC | 3,761 | $31.4 萬 | 0.00% | −239−6.0% | 減碼 |
| Heritage Wealth Management, LLC | 3,881 | $32.4 萬 | 0.05% | +2,120+120.4% | 加碼 |
| Central Trust Co | 3,917 | $32.7 萬 | 0.01% | 00.0% | 不變 |
| Securian Asset Management, Inc | 3,970 | $33.2 萬 | 0.01% | 00.0% | 不變 |
| STRS Ohio | 4,000 | $33.4 萬 | 0.00% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 4,000 | $33.4 萬 | 0.05% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,016 | $33.5 萬 | 0.00% | −749−15.7% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,024 | $33.6 萬 | 0.01% | −2,255−35.9% | 減碼 |
| Qube Research & Technologies Ltd | 4,099 | $34.2 萬 | 0.00% | +4,099 | 新進 |
| LPL Financial LLC | 4,127 | $34.5 萬 | 0.00% | +624+17.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 4,261 | $35.6 萬 | 0.31% | −12−0.3% | 減碼 |
| BKD Wealth Advisors, LLC | 4,325 | $36.1 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,370 | $36.5 萬 | 0.02% | −6,260−58.9% | 減碼 |
| Atwood & Palmer Inc | 4,432 | $37.0 萬 | 0.03% | 00.0% | 不變 |
| Country Club Bank | 4,445 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| Papp L Roy & Associates | 4,485 | $37.5 萬 | 0.05% | 00.0% | 不變 |
| HighTower Advisors, LLC | 5,071 | $42.4 萬 | 0.00% | +2,342+85.8% | 加碼 |
| Cetera Advisor Networks LLC | 5,237 | $43.7 萬 | 0.00% | +2,229+74.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 5,244 | $43.8 萬 | 0.00% | +5,244 | 新進 |
| Pictet Asset Management SA | 5,411 | $45.2 萬 | 0.00% | +2,412+80.4% | 加碼 |
| Martingale Asset Management L P | 5,500 | $45.9 萬 | 0.01% | −117−2.1% | 減碼 |
| Prudential Financial Inc | 5,530 | $46.2 萬 | 0.00% | +30+0.5% | 加碼 |
| Virginia Retirement Systems Et Al | 5,600 | $46.8 萬 | 0.00% | −7,800−58.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 5,648 | $47.0 萬 | 0.00% | 00.0% | 不變 |
| United Capital Management of KS, Inc. | 5,635 | $47.1 萬 | 0.19% | +10.0% | 加碼 |