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
2024 年第 3 季 13F 持有人
Umb Financial Corp 在 2024/9/30 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
- 325
- 較 2024 年第 2 季 +35 家
- 持有股數
- 5,002 萬
- 較 2024 年第 2 季 +688.5 萬 (+16.0%)
- 總市值
- $52.6 億
- 較 2024 年第 2 季 +$16.6 億 (+46.1%)
- 新進機構
- 62
- 另有 102 家加碼
- 清倉機構
- 27
- 另有 112 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 |
2024 年第 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 4,630 | $48.7 萬 | 0.00% | −300−6.1% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 4,574 | $48.1 萬 | 0.02% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 4,557 | $47.9 萬 | 0.00% | −52,294−92.0% | 減碼 |
| WealthPlan Investment Management, LLC | 4,475 | $47.0 萬 | 0.05% | +6+0.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 4,153 | $43.7 萬 | 0.28% | −396−8.7% | 減碼 |
| JustInvest LLC | 4,088 | $43.0 萬 | 0.01% | +208+5.4% | 加碼 |
| Teza Capital Management LLC | 4,067 | $42.7 萬 | 0.05% | +4,067 | 新進 |
| Papp L Roy & Associates | 4,030 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 4,018 | $42.2 萬 | 0.01% | 00.0% | 不變 |
| NJ State Employees Deferred Compensation Plan | 4,000 | $42.0 萬 | 0.05% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 3,961 | $41.6 萬 | 0.02% | +3,961 | 新進 |
| Pitcairn Co | 3,959 | $41.6 萬 | 0.02% | −393−9.0% | 減碼 |
| CWM Advisors, LLC | 3,934 | $41.4 萬 | 0.04% | −281−6.7% | 減碼 |
| Profund Advisors LLC | 3,916 | $41.2 萬 | 0.02% | +423+12.1% | 加碼 |
| Avantax Advisory Services, Inc. | 3,827 | $40.2 萬 | 0.00% | +3,827 | 新進 |
| Crestline Management, LP | 3,796 | $39.9 萬 | 0.02% | +3,796 | 新進 |
| Atwood & Palmer Inc | 3,778 | $39.7 萬 | 0.03% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 3,636 | $38.2 萬 | 0.00% | −3,023−45.4% | 減碼 |
| Neuberger Berman Group LLC | 3,533 | $37.1 萬 | 0.00% | +3,533 | 新進 |
| Signaturefd, LLC | 3,515 | $36.9 萬 | 0.01% | +40+1.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,448 | $36.2 萬 | 0.01% | +3,448 | 新進 |
| Securian Asset Management, Inc | 3,398 | $35.7 萬 | 0.01% | −100−2.9% | 減碼 |
| AlphaMark Advisors, LLC | 3,399 | $35.7 萬 | 0.12% | −446−11.6% | 減碼 |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $35.6 萬 | 0.21% | 00.0% | 不變 |
| Hamilton Capital Partners Inc. | 3,330 | $35.0 萬 | 0.03% | +3,330 | 新進 |
| First National Advisers, LLC | 3,310 | $34.8 萬 | 0.06% | +262+8.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,299 | $34.7 萬 | 0.00% | +943+40.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 3,216 | $33.8 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 3,162 | $33.2 萬 | 0.00% | +2,692+572.8% | 加碼 |
| GWM Advisors LLC | 3,145 | $33.1 萬 | 0.00% | +2,494+383.1% | 加碼 |
| Cornercap Investment Counsel Inc | 3,091 | $32.5 萬 | 0.10% | −4,650−60.1% | 減碼 |
| Wolverine Trading, LLC | 3,005 | $31.3 萬 | 0.01% | +3,005 | 新進 |
| ETF Store, Inc. | 2,908 | $30.6 萬 | 0.31% | 00.0% | 不變 |
| Mackenzie Financial Corp | 2,869 | $30.2 萬 | 0.00% | −2,706−48.5% | 減碼 |
| Janney Montgomery Scott LLC | 2,831 | $29.8 萬 | 0.00% | +26+0.9% | 加碼 |
| Winton Group Ltd | 2,803 | $29.5 萬 | 0.02% | −8,480−75.2% | 減碼 |
| Kornitzer Capital Management Inc | 2,800 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,800 | $29.4 萬 | 0.08% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 2,726 | $28.7 萬 | 0.02% | +2+0.1% | 加碼 |
| Vontobel Holding Ltd. | 2,668 | $28.0 萬 | 0.00% | −564−17.5% | 減碼 |
| Monument Capital Management | 2,665 | $28.0 萬 | 0.08% | +2,665 | 新進 |
| State of Wyoming | 2,618 | $27.5 萬 | 0.04% | +1,164+80.1% | 加碼 |
| CWM, LLC | 2,510 | $26.4 萬 | 0.00% | +569+29.3% | 加碼 |
| Corton Capital Inc. | 2,488 | $26.2 萬 | 0.13% | +2,488 | 新進 |
| Cresset Asset Management, LLC | 2,477 | $26.1 萬 | 0.00% | +2,477 | 新進 |
| SG Americas Securities, LLC | 2,478 | $26.0 萬 | 0.00% | +1,016+69.5% | 加碼 |
| Savant Capital, LLC | 2,389 | $25.1 萬 | 0.00% | +2,389 | 新進 |
| Engineers Gate Manager LP | 2,380 | $25.0 萬 | 0.00% | −6,239−72.4% | 減碼 |
| Regions Financial Corp | 2,319 | $24.4 萬 | 0.00% | +2,319 | 新進 |
| EP Wealth Advisors, LLC | 2,231 | $23.4 萬 | 0.00% | +2,231 | 新進 |
| Greenleaf Trust | 2,221 | $23.3 萬 | 0.00% | +2,221 | 新進 |
| Walleye Capital LLC | 2,195 | $23.1 萬 | 0.00% | +2,195 | 新進 |
| Coldstream Capital Management Inc | 2,071 | $21.8 萬 | 0.00% | +2,071 | 新進 |
| Tower Research Capital LLC (TRC) | 2,036 | $21.4 萬 | 0.01% | −15,225−88.2% | 減碼 |
| nVerses Capital, LLC | 2,000 | $21.0 萬 | 0.10% | −1,800−47.4% | 減碼 |
| MML Investors Services, LLC | 1,978 | $20.8 萬 | 0.00% | +1,978 | 新進 |
| Heritage Family Offices, LLP | 1,934 | $20.3 萬 | 0.10% | +1,934 | 新進 |
| 1620 Investment Advisors, Inc. | 1,505 | $15.8 萬 | 0.11% | −30−2.0% | 減碼 |
| Acropolis Investment Management, LLC | 1,485 | $15.6 萬 | 0.01% | +1,485 | 新進 |
| Headlands Technologies LLC | 1,414 | $14.9 萬 | 0.02% | +1,414 | 新進 |
| Lazard Asset Management LLC | 1,356 | $14.2 萬 | 0.00% | −6,002−81.6% | 減碼 |
| KBC Group NV | 1,314 | $13.8 萬 | 0.00% | 00.0% | 不變 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $12.6 萬 | 0.05% | +1,200 | 新進 |
| Central Trust Co | 1,117 | $11.7 萬 | 0.00% | −262−19.0% | 減碼 |
| Aquatic Capital Management LLC | 900 | $9.46 萬 | 0.00% | −3,900−81.3% | 減碼 |
| Point72 Asset Management, L.P. | 793 | $8.34 萬 | 0.00% | +793 | 新進 |
| Parallel Advisors, LLC | 751 | $7.89 萬 | 0.00% | +3+0.4% | 加碼 |
| AdvisorNet Financial, Inc | 738 | $7.76 萬 | 0.01% | +738 | 新進 |
| First Horizon Advisors, Inc. | 581 | $6.11 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 449 | $4.72 萬 | 0.00% | +27+6.4% | 加碼 |
| Covestor Ltd | 431 | $4.50 萬 | 0.03% | +102+31.0% | 加碼 |
| Allworth Financial LP | 355 | $3.73 萬 | 0.00% | −12−3.3% | 減碼 |
| Advisor Group Holdings, Inc. | 335 | $3.53 萬 | 0.00% | −211−38.6% | 減碼 |
| GAMMA Investing LLC | 334 | $3.51 萬 | 0.00% | +74+28.5% | 加碼 |
| Nomura Asset Management Co Ltd | 300 | $3.15 萬 | 0.00% | 00.0% | 不變 |
| City State Bank | 300 | $3.15 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 265 | $2.79 萬 | 0.00% | −5−1.9% | 減碼 |
| SRS Capital Advisors, Inc. | 254 | $2.67 萬 | 0.00% | −6−2.3% | 減碼 |
| Rise Advisors, LLC | 249 | $2.62 萬 | 0.01% | +1+0.4% | 加碼 |
| V-Square Quantitative Management LLC | 243 | $2.55 萬 | 0.00% | +243 | 新進 |
| USA Financial Portformulas Corp | 215 | $2.26 萬 | 0.00% | +215 | 新進 |
| Larson Financial Group LLC | 205 | $2.16 萬 | 0.00% | +1+0.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 181 | $1.90 萬 | 0.00% | +181 | 新進 |
| Baldwin Brothers Inc | 147 | $1.55 萬 | 0.00% | +147 | 新進 |
| Northwestern Mutual Wealth Management Co | 128 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Bessemer Group Inc | 127 | $1.30 萬 | 0.00% | +84+195.3% | 加碼 |
| Hexagon Capital Partners LLC | 107 | $1.12 萬 | 0.00% | +78+269.0% | 加碼 |
| Smartleaf Asset Management LLC | 107 | $1.11 萬 | 0.00% | +72+205.7% | 加碼 |
| Private Trust Co NA | 105 | $1.10 萬 | 0.00% | +35+50.0% | 加碼 |
| Principal Securities, Inc. | 95 | $9,985 | 0.00% | +63+196.9% | 加碼 |
| Accent Capital Management, LLC | 95 | $9,985 | 0.01% | +95 | 新進 |
| EverSource Wealth Advisors, LLC | 94 | $9,880 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 82 | $8,619 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 73 | $7,699 | 0.00% | +73 | 新進 |
| Farther Finance Advisors, LLC | 73 | $7,670 | 0.00% | +7+10.6% | 加碼 |
| Key Financial Inc | 63 | $6,622 | 0.00% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 60 | $6,307 | 0.00% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 58 | $6,096 | 0.00% | +58 | 新進 |
| Quarry LP | 50 | $5,256 | 0.00% | +47+1,566.7% | 加碼 |
| FNY Investment Advisers, LLC | 50 | $5,000 | 0.00% | +50 | 新進 |