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
2024 年第 1 季 13F 持有人
Umb Financial Corp 在 2024/3/31 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
- 272
- 較 2023 年第 4 季 +14 家
- 持有股數
- 4,249 萬
- 較 2023 年第 4 季 −23.8 萬 (−0.6%)
- 總市值
- $37.0 億
- 較 2023 年第 4 季 +$1.26 億 (+3.5%)
- 新進機構
- 39
- 另有 81 家加碼
- 清倉機構
- 25
- 另有 98 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,879,248 | $5.11 億 | 0.01% | −96,700−1.6% | 減碼 |
| Umb Bank N A | 5,241,631 | $4.56 億 | 7.22% | −63,789−1.2% | 減碼 |
| Vanguard Group Inc | 4,705,385 | $4.09 億 | 0.01% | +394,578+9.2% | 加碼 |
| State Street Corp | 2,734,555 | $2.39 億 | 0.01% | −234,012−7.9% | 減碼 |
| Victory Capital Management Inc | 2,011,976 | $1.75 億 | 0.17% | +14,673+0.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,905,072 | $1.66 億 | 0.26% | +63,022+3.4% | 加碼 |
| Wellington Management Group LLP | 1,900,063 | $1.65 億 | 0.03% | +275,769+17.0% | 加碼 |
| American Century Companies Inc | 1,641,434 | $1.43 億 | 0.09% | +75,198+4.8% | 加碼 |
| Dimensional Fund Advisors LP | 1,589,895 | $1.38 億 | 0.04% | +45,887+3.0% | 加碼 |
| Geode Capital Management, LLC | 1,036,420 | $9,017 萬 | 0.01% | +33,433+3.3% | 加碼 |
| Bank of New York Mellon Corp | 875,642 | $7,617 萬 | 0.01% | −81,623−8.5% | 減碼 |
| Boston Trust Walden Corp | 688,222 | $5,987 萬 | 0.43% | −465−0.1% | 減碼 |
| Ameriprise Financial Inc | 668,652 | $5,817 萬 | 0.02% | +18,786+2.9% | 加碼 |
| Charles Schwab Investment Management Inc | 551,059 | $4,794 萬 | 0.01% | +24,312+4.6% | 加碼 |
| Northern Trust Corp | 533,627 | $4,642 萬 | 0.01% | −86,618−14.0% | 減碼 |
| Global Alpha Capital Management Ltd. | 525,959 | $4,575 萬 | 3.40% | −136,810−20.6% | 減碼 |
| Norges Bank | 476,498 | $4,145 萬 | 0.01% | +5,215+1.1% | 加碼 |
| Massachusetts Financial Services Co | 427,325 | $3,717 萬 | 0.01% | −1,607−0.4% | 減碼 |
| Brown Advisory Inc | 411,703 | $3,581 萬 | 0.05% | +7,367+1.8% | 加碼 |
| Fisher Asset Management, LLC | 407,527 | $3,545 萬 | 0.02% | −72,178−15.0% | 減碼 |
| ProShare Advisors LLC | 371,298 | $3,230 萬 | 0.09% | −116,369−23.9% | 減碼 |
| Goldman Sachs Group Inc | 363,879 | $3,165 萬 | 0.01% | −24,500−6.3% | 減碼 |
| Morgan Stanley | 327,692 | $2,851 萬 | 0.00% | −59,977−15.5% | 減碼 |
| FMR LLC | 312,436 | $2,718 萬 | 0.00% | +44,884+16.8% | 加碼 |
| Bank of America Corp | 297,567 | $2,589 萬 | 0.00% | +3,706+1.3% | 加碼 |
| Nuveen Asset Management, LLC | 287,460 | $2,501 萬 | 0.01% | −362−0.1% | 減碼 |
| GW&K Investment Management, LLC | 238,572 | $2,075 萬 | 0.18% | −5,196−2.1% | 減碼 |
| JPMorgan Chase & Co | 209,328 | $1,821 萬 | 0.00% | +34,722+19.9% | 加碼 |
| Tributary Capital Management, LLC | 197,606 | $1,719 萬 | 1.41% | +31,832+19.2% | 加碼 |
| AQR Capital Management LLC | 196,803 | $1,698 萬 | 0.03% | +9,527+5.1% | 加碼 |
| Principal Financial Group Inc | 187,588 | $1,632 萬 | 0.01% | +24,379+14.9% | 加碼 |
| SEI Investments Co | 170,363 | $1,482 萬 | 0.02% | +14,674+9.4% | 加碼 |
| Rhumbline Advisers | 161,929 | $1,409 萬 | 0.01% | +1,974+1.2% | 加碼 |
| Third Avenue Management LLC | 149,284 | $1,299 萬 | 2.07% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 116,992 | $1,018 萬 | 0.03% | −16,875−12.6% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 111,510 | $970.0 萬 | 0.89% | +111,510 | 新進 |
| Barclays PLC | 110,855 | $964.3 萬 | 0.00% | −29,387−21.0% | 減碼 |
| Millennium Management LLC | 109,983 | $956.7 萬 | 0.01% | +29,428+36.5% | 加碼 |
| Captrust Financial Advisors | 108,867 | $947.0 萬 | 0.03% | −9,262−7.8% | 減碼 |
| Mutual of America Capital Management LLC | 107,703 | $936.9 萬 | 0.10% | +8,380+8.4% | 加碼 |
| Gator Capital Management, LLC | 102,950 | $895.6 萬 | 4.79% | 00.0% | 不變 |
| Congress Asset Management Co | 102,765 | $894.0 萬 | 0.06% | −4,676−4.4% | 減碼 |
| Alliancebernstein L.P. | 95,395 | $829.8 萬 | 0.00% | −2,890−2.9% | 減碼 |
| STRS Ohio | 93,800 | $815.9 萬 | 0.03% | +10,300+12.3% | 加碼 |
| Legal & General Group Plc | 93,537 | $813.7 萬 | 0.00% | −9,154−8.9% | 減碼 |
| California Public Employees Retirement System | 92,097 | $801.2 萬 | 0.01% | +1,194+1.3% | 加碼 |
| Swiss National Bank | 90,800 | $789.9 萬 | 0.01% | 00.0% | 不變 |
| Ceredex Value Advisors LLC | 89,800 | $784.6 萬 | 0.14% | +89,800 | 新進 |
| First Trust Advisors LP | 88,422 | $769.2 萬 | 0.01% | −167−0.2% | 減碼 |
| Invesco Ltd. | 86,059 | $748.6 萬 | 0.00% | −12,041−12.3% | 減碼 |
| Renaissance Technologies LLC | 80,300 | $698.5 萬 | 0.01% | +68,900+604.4% | 加碼 |
| American International Group, Inc. | 79,300 | $689.8 萬 | 0.02% | −1,370−1.7% | 減碼 |
| New York State Teachers Retirement System | 74,012 | $643.8 萬 | 0.01% | −1,100−1.5% | 減碼 |
| Envestnet Asset Management Inc | 73,445 | $638.9 萬 | 0.00% | +8,421+13.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 73,007 | $635.1 萬 | 0.05% | +73,007 | 新進 |
| Deutsche Bank AG | 71,195 | $619.3 萬 | 0.00% | −14,193−16.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 71,147 | $618.9 萬 | 0.03% | −229−0.3% | 減碼 |
| Voya Investment Management LLC | 69,657 | $605.9 萬 | 0.01% | −5,579−7.4% | 減碼 |
| Voloridge Investment Management, LLC | 67,820 | $590.0 萬 | 0.02% | +10,305+17.9% | 加碼 |
| UBS Asset Management Americas Inc | 63,105 | $549.0 萬 | 0.00% | +6,827+12.1% | 加碼 |
| Credit Suisse AG | 61,881 | $538.3 萬 | 0.01% | +1,426+2.4% | 加碼 |
| Franklin Resources Inc | 60,921 | $530.0 萬 | 0.00% | +49,291+423.8% | 加碼 |
| Great Lakes Advisors, LLC | 58,682 | $510.5 萬 | 0.04% | −91−0.2% | 減碼 |
| Citigroup Inc | 55,772 | $485.2 萬 | 0.01% | +4,638+9.1% | 加碼 |
| Retirement Systems of Alabama | 54,848 | $477.1 萬 | 0.02% | +144+0.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 53,700 | $467.1 萬 | 0.00% | +3,168+6.3% | 加碼 |
| Algert Global LLC | 53,055 | $461.5 萬 | 0.18% | −1,340−2.5% | 減碼 |
| NFJ Investment Group, LLC | 52,948 | $460.6 萬 | 0.13% | −3,887−6.8% | 減碼 |
| UBS Group AG | 52,755 | $458.9 萬 | 0.00% | −16,903−24.3% | 減碼 |
| Man Group plc | 52,737 | $458.8 萬 | 0.01% | −33,181−38.6% | 減碼 |
| Rafferty Asset Management, LLC | 49,720 | $432.5 萬 | 0.02% | −21,176−29.9% | 減碼 |
| Janus Henderson Group PLC | 48,230 | $419.4 萬 | 0.00% | −2,634−5.2% | 減碼 |
| California State Teachers Retirement System | 45,916 | $399.4 萬 | 0.01% | −2,612−5.4% | 減碼 |
| MetLife Investment Management | 45,391 | $394.9 萬 | 0.03% | −1,456−3.1% | 減碼 |
| GHP Investment Advisors, Inc. | 44,309 | $385.4 萬 | 0.19% | +259+0.6% | 加碼 |
| Boothbay Fund Management, LLC | 44,015 | $382.9 萬 | 0.11% | +44,015 | 新進 |
| State of Tennessee, Treasury Department | 44,000 | $382.8 萬 | 0.01% | +4,500+11.4% | 加碼 |
| Commerce Bank | 40,722 | $354.2 萬 | 0.02% | +70+0.2% | 加碼 |
| Wells Fargo & Company | 40,574 | $353.0 萬 | 0.00% | +4,056+11.1% | 加碼 |
| Texas Permanent School Fund | 38,226 | $332.5 萬 | 0.03% | +510+1.4% | 加碼 |
| Creative Planning | 37,204 | $323.6 萬 | 0.00% | +223+0.6% | 加碼 |
| Financial Counselors Inc | 36,489 | $317.4 萬 | 0.05% | −280−0.8% | 減碼 |
| State of New Jersey Common Pension Fund D | 35,381 | $307.8 萬 | 0.01% | 00.0% | 不變 |
| Elizabeth Park Capital Advisors, Ltd. | 34,148 | $297.1 萬 | 2.46% | 00.0% | 不變 |
| Great West Life Assurance Co | 32,847 | $285.3 萬 | 0.01% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 31,762 | $276.3 萬 | 0.00% | −19,366−37.9% | 減碼 |
| Russell Investments Group, Ltd. | 30,016 | $261.1 萬 | 0.00% | +567+1.9% | 加碼 |
| Price T Rowe Associates Inc | 29,755 | $258.9 萬 | 0.00% | +1,633+5.8% | 加碼 |
| EJF Capital LLC | 27,923 | $242.9 萬 | 1.69% | −6,621−19.2% | 減碼 |
| Jane Street Group, LLC | 27,737 | $241.3 萬 | 0.00% | −17,983−39.3% | 減碼 |
| Mercer Global Advisors Inc | 26,748 | $232.7 萬 | 0.01% | −588−2.2% | 減碼 |
| PMC FIG Opportunities LLC | 26,058 | $226.7 萬 | 3.40% | +26,058 | 新進 |
| BNP Paribas Arbitrage, SA | 24,511 | $213.2 萬 | 0.00% | +6,351+35.0% | 加碼 |
| First National Bank of Omaha | 20,631 | $208.6 萬 | 0.14% | −304−1.5% | 減碼 |
| Bridgeway Capital Management, LLC | 23,300 | $202.7 萬 | 0.04% | 00.0% | 不變 |
| Amalgamated Bank | 22,921 | $199.4 萬 | 0.02% | −2,229−8.9% | 減碼 |
| Citadel Advisors LLC | 21,971 | $191.1 萬 | 0.00% | −267,281−92.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 22,629 | $189.1 萬 | 0.01% | 00.0% | 不變 |
| Meritage Portfolio Management | 21,721 | $189.0 萬 | 0.12% | 00.0% | 不變 |
| Keeley-Teton Advisors, LLC | 20,900 | $181.8 萬 | 0.22% | +2,384+12.9% | 加碼 |