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 483 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
2023 年第 4 季 13F 持有人
Umb Financial Corp 在 2023/12/31 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
- 259
- 較 2023 年第 3 季 +18 家
- 持有股數
- 4,278 萬
- 較 2023 年第 3 季 −40.5 萬 (−0.9%)
- 總市值
- $35.8 億
- 較 2023 年第 3 季 +$8.88 億 (+33.0%)
- 新進機構
- 43
- 另有 94 家加碼
- 清倉機構
- 25
- 另有 83 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 | 483 | $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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,975,948 | $4.99 億 | 0.01% | +263,944+4.6% | 加碼 |
| Umb Bank N A | 5,305,420 | $4.43 億 | 6.48% | −244,122−4.4% | 減碼 |
| Vanguard Group Inc | 4,310,807 | $3.60 億 | 0.01% | +44,150+1.0% | 加碼 |
| State Street Corp | 2,968,567 | $2.49 億 | 0.01% | −24,406−0.8% | 減碼 |
| Victory Capital Management Inc | 1,997,303 | $1.67 億 | 0.18% | +265,399+15.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,842,050 | $1.54 億 | 0.26% | +23,689+1.3% | 加碼 |
| Wellington Management Group LLP | 1,624,294 | $1.36 億 | 0.03% | −962,407−37.2% | 減碼 |
| American Century Companies Inc | 1,566,236 | $1.31 億 | 0.09% | −251,114−13.8% | 減碼 |
| Dimensional Fund Advisors LP | 1,544,008 | $1.29 億 | 0.04% | +161,558+11.7% | 加碼 |
| Geode Capital Management, LLC | 1,002,987 | $8,381 萬 | 0.01% | +42,898+4.5% | 加碼 |
| Bank of New York Mellon Corp | 957,265 | $7,998 萬 | 0.02% | +25,617+2.7% | 加碼 |
| Boston Trust Walden Corp | 688,687 | $5,754 萬 | 0.43% | +4,677+0.7% | 加碼 |
| Global Alpha Capital Management Ltd. | 662,769 | $5,537 萬 | 4.45% | +101,000+18.0% | 加碼 |
| Ameriprise Financial Inc | 649,866 | $5,430 萬 | 0.02% | +26,762+4.3% | 加碼 |
| Northern Trust Corp | 620,245 | $5,182 萬 | 0.01% | −20,363−3.2% | 減碼 |
| Charles Schwab Investment Management Inc | 526,747 | $4,401 萬 | 0.01% | +15,732+3.1% | 加碼 |
| ProShare Advisors LLC | 487,667 | $4,074 萬 | 0.12% | −20,514−4.0% | 減碼 |
| Fisher Asset Management, LLC | 479,705 | $4,008 萬 | 0.02% | −114,063−19.2% | 減碼 |
| Norges Bank | 471,283 | $3,938 萬 | 0.01% | +12,054+2.6% | 加碼 |
| Massachusetts Financial Services Co | 428,932 | $3,584 萬 | 0.01% | +121,100+39.3% | 加碼 |
| Brown Advisory Inc | 404,336 | $3,378 萬 | 0.05% | −22,129−5.2% | 減碼 |
| Goldman Sachs Group Inc | 388,379 | $3,245 萬 | 0.01% | −60,158−13.4% | 減碼 |
| Morgan Stanley | 387,669 | $3,239 萬 | 0.00% | +53,814+16.1% | 加碼 |
| Bank of America Corp | 293,861 | $2,455 萬 | 0.00% | +60,936+26.2% | 加碼 |
| Citadel Advisors LLC | 289,252 | $2,417 萬 | 0.02% | +229,392+383.2% | 加碼 |
| Nuveen Asset Management, LLC | 287,822 | $2,405 萬 | 0.01% | +72,224+33.5% | 加碼 |
| FMR LLC | 267,552 | $2,235 萬 | 0.00% | +17,527+7.0% | 加碼 |
| GW&K Investment Management, LLC | 243,768 | $2,037 萬 | 0.19% | +243,768 | 新進 |
| AQR Capital Management LLC | 187,276 | $1,565 萬 | 0.03% | +13,518+7.8% | 加碼 |
| JPMorgan Chase & Co | 174,606 | $1,459 萬 | 0.00% | +37,076+27.0% | 加碼 |
| Tributary Capital Management, LLC | 165,774 | $1,385 萬 | 1.17% | −3,047−1.8% | 減碼 |
| Principal Financial Group Inc | 163,209 | $1,364 萬 | 0.01% | −982−0.6% | 減碼 |
| Rhumbline Advisers | 159,955 | $1,336 萬 | 0.01% | −4,428−2.7% | 減碼 |
| SEI Investments Co | 155,689 | $1,301 萬 | 0.02% | −38,420−19.8% | 減碼 |
| Third Avenue Management LLC | 149,284 | $1,247 萬 | 2.05% | 00.0% | 不變 |
| Barclays PLC | 140,242 | $1,172 萬 | 0.01% | +32,531+30.2% | 加碼 |
| Assenagon Asset Management S.A. | 133,867 | $1,118 萬 | 0.03% | +20,230+17.8% | 加碼 |
| Walleye Capital LLC | 124,853 | $1,043 萬 | 0.15% | +124,853 | 新進 |
| Captrust Financial Advisors | 118,129 | $987.0 萬 | 0.03% | −149−0.1% | 減碼 |
| Congress Asset Management Co | 107,441 | $897.7 萬 | 0.07% | −1,835−1.7% | 減碼 |
| Gator Capital Management, LLC | 102,950 | $860.1 萬 | 4.76% | +2,218+2.2% | 加碼 |
| Legal & General Group Plc | 102,691 | $858.0 萬 | 0.00% | −3,190−3.0% | 減碼 |
| Mutual of America Capital Management LLC | 99,323 | $829.8 萬 | 0.10% | −2,630−2.6% | 減碼 |
| Alliancebernstein L.P. | 98,285 | $821.2 萬 | 0.00% | −3,139−3.1% | 減碼 |
| Invesco Ltd. | 98,100 | $819.6 萬 | 0.00% | +4,283+4.6% | 加碼 |
| California Public Employees Retirement System | 90,903 | $759.5 萬 | 0.01% | −8,162−8.2% | 減碼 |
| Swiss National Bank | 90,800 | $758.6 萬 | 0.01% | −10,500−10.4% | 減碼 |
| First Trust Advisors LP | 88,589 | $740.2 萬 | 0.01% | −62,533−41.4% | 減碼 |
| Man Group plc | 85,918 | $717.8 萬 | 0.02% | – | – |
| Deutsche Bank AG | 85,388 | $713.4 萬 | 0.00% | +14,262+20.1% | 加碼 |
| STRS Ohio | 83,500 | $697.6 萬 | 0.03% | +79,200+1,841.9% | 加碼 |
| American International Group, Inc. | 80,670 | $674.0 萬 | 0.03% | −2,604−3.1% | 減碼 |
| Millennium Management LLC | 80,555 | $673.0 萬 | 0.01% | −240,549−74.9% | 減碼 |
| WealthPLAN Partners, LLC | 75,894 | $634.1 萬 | 0.65% | −1,887−2.4% | 減碼 |
| Voya Investment Management LLC | 75,236 | $628.6 萬 | 0.01% | −2,636−3.4% | 減碼 |
| New York State Teachers Retirement System | 75,112 | $627.6 萬 | 0.01% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 71,376 | $596.3 萬 | 0.03% | +6,148+9.4% | 加碼 |
| Rafferty Asset Management, LLC | 70,896 | $592.3 萬 | 0.02% | +13,427+23.4% | 加碼 |
| UBS Group AG | 69,658 | $582.0 萬 | 0.00% | +8,747+14.4% | 加碼 |
| Envestnet Asset Management Inc | 65,024 | $543.3 萬 | 0.00% | +1,538+2.4% | 加碼 |
| WealthPlan Investment Management, LLC | 61,917 | $517.3 萬 | 0.83% | −25,417−29.1% | 減碼 |
| Credit Suisse AG | 60,455 | $505.1 萬 | 0.00% | +257+0.4% | 加碼 |
| Great Lakes Advisors, LLC | 58,773 | $491.0 萬 | 0.05% | +58,773 | 新進 |
| Voloridge Investment Management, LLC | 57,515 | $480.5 萬 | 0.02% | −60,027−51.1% | 減碼 |
| NFJ Investment Group, LLC | 56,835 | $474.9 萬 | 0.13% | −9,621−14.5% | 減碼 |
| UBS Asset Management Americas Inc | 56,278 | $470.2 萬 | 0.00% | +3,457+6.5% | 加碼 |
| Retirement Systems of Alabama | 54,704 | $457.1 萬 | 0.02% | +180+0.3% | 加碼 |
| Algert Global LLC | 54,395 | $454.5 萬 | 0.18% | −5,080−8.5% | 減碼 |
| Citigroup Inc | 51,134 | $427.2 萬 | 0.01% | +24,769+93.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 51,128 | $427.2 萬 | 0.01% | −56,446−52.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 51,080 | $426.8 萬 | 0.19% | −1,071−2.1% | 減碼 |
| Janus Henderson Group PLC | 50,864 | $425.0 萬 | 0.00% | +3,369+7.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 50,532 | $422.2 萬 | 0.00% | −1,740−3.3% | 減碼 |
| Putnam Investments LLC | 50,378 | $420.9 萬 | 0.01% | +4,637+10.1% | 加碼 |
| California State Teachers Retirement System | 48,528 | $405.5 萬 | 0.01% | −2,001−4.0% | 減碼 |
| MetLife Investment Management | 46,847 | $391.4 萬 | 0.03% | −381−0.8% | 減碼 |
| Jane Street Group, LLC | 45,720 | $382.0 萬 | 0.00% | +25,733+128.7% | 加碼 |
| GHP Investment Advisors, Inc. | 44,050 | $368.0 萬 | 0.20% | −309−0.7% | 減碼 |
| Commerce Bank | 40,652 | $339.6 萬 | 0.02% | +2,827+7.5% | 加碼 |
| Susquehanna International Group, LLP | 39,934 | $333.6 萬 | 0.01% | −10,605−21.0% | 減碼 |
| State of Tennessee, Treasury Department | 39,500 | $330.0 萬 | 0.01% | +20,100+103.6% | 加碼 |
| Texas Permanent School Fund | 37,716 | $315.1 萬 | 0.03% | +712+1.9% | 加碼 |
| Creative Planning | 36,981 | $309.0 萬 | 0.01% | +2,801+8.2% | 加碼 |
| Financial Counselors Inc | 36,769 | $307.2 萬 | 0.05% | −95−0.3% | 減碼 |
| Wells Fargo & Company | 36,518 | $305.1 萬 | 0.00% | +2,251+6.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 35,381 | $295.6 萬 | 0.01% | −3,982−10.1% | 減碼 |
| Guggenheim Capital LLC | 35,182 | $293.9 萬 | 0.02% | −38,948−52.5% | 減碼 |
| EJF Capital LLC | 34,544 | $288.6 萬 | 1.51% | −4,534−11.6% | 減碼 |
| Elizabeth Park Capital Advisors, Ltd. | 34,148 | $285.3 萬 | 1.98% | 00.0% | 不變 |
| Great West Life Assurance Co | 32,847 | $273.8 萬 | 0.01% | −480−1.4% | 減碼 |
| Tudor Investment Corp Et Al | 31,280 | $261.3 萬 | 0.04% | +27,493+726.0% | 加碼 |
| Russell Investments Group, Ltd. | 29,449 | $246.0 萬 | 0.00% | +456+1.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 28,964 | $242.0 萬 | 0.00% | +28,964 | 新進 |
| Price T Rowe Associates Inc | 28,122 | $235.0 萬 | 0.00% | +1,033+3.8% | 加碼 |
| Mercer Global Advisors Inc | 27,336 | $228.4 萬 | 0.01% | +856+3.2% | 加碼 |
| Amalgamated Bank | 25,150 | $210.1 萬 | 0.02% | −91−0.4% | 減碼 |
| ExodusPoint Capital Management, LP | 23,689 | $197.9 萬 | 0.02% | +20,289+596.7% | 加碼 |
| Bridgeway Capital Management, LLC | 23,300 | $194.7 萬 | 0.04% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 23,000 | $192.2 萬 | 0.01% | −48,000−67.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 22,629 | $189.1 萬 | 0.02% | 00.0% | 不變 |