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 4 季 13F 持有人
Umb Financial Corp 在 2024/12/31 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
- 354
- 較 2024 年第 3 季 +32 家
- 持有股數
- 5,117 萬
- 較 2024 年第 3 季 +121.9 萬 (+2.4%)
- 總市值
- $57.7 億
- 較 2024 年第 3 季 +$5.22 億 (+9.9%)
- 新進機構
- 57
- 另有 132 家加碼
- 清倉機構
- 25
- 另有 115 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,051,207 | $6.83 億 | 0.01% | +126,719+2.1% | 加碼 |
| Vanguard Group Inc | 4,762,481 | $5.37 億 | 0.01% | +48,507+1.0% | 加碼 |
| Umb Bank N A | 4,408,782 | $4.98 億 | 7.87% | −290,779−6.2% | 減碼 |
| State Street Corp | 3,129,526 | $3.54 億 | 0.01% | +304,875+10.8% | 加碼 |
| Citadel Advisors LLC | 2,021,581 | $2.28 億 | 0.21% | −138,924−6.4% | 減碼 |
| Wellington Management Group LLP | 2,021,285 | $2.28 億 | 0.04% | +102,104+5.3% | 加碼 |
| American Century Companies Inc | 1,907,422 | $2.15 億 | 0.12% | −40,605−2.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,738,795 | $1.94 億 | 0.31% | −144,955−7.7% | 減碼 |
| Dimensional Fund Advisors LP | 1,515,007 | $1.71 億 | 0.04% | −79,416−5.0% | 減碼 |
| Victory Capital Management Inc | 1,448,194 | $1.63 億 | 0.16% | −179,373−11.0% | 減碼 |
| Geode Capital Management, LLC | 1,112,460 | $1.26 億 | 0.01% | −1,791−0.2% | 減碼 |
| Goldman Sachs Group Inc | 1,011,474 | $1.14 億 | 0.02% | +431,444+74.4% | 加碼 |
| Principal Financial Group Inc | 805,190 | $9,087 萬 | 0.05% | −61,658−7.1% | 減碼 |
| FMR LLC | 790,526 | $8,922 萬 | 0.01% | −159,161−16.8% | 減碼 |
| Millennium Management LLC | 777,308 | $8,773 萬 | 0.08% | −72,061−8.5% | 減碼 |
| GW&K Investment Management, LLC | 650,172 | $7,338 萬 | 0.62% | −3,326−0.5% | 減碼 |
| Northern Trust Corp | 637,072 | $7,190 萬 | 0.01% | +88,705+16.2% | 加碼 |
| Charles Schwab Investment Management Inc | 563,762 | $6,363 萬 | 0.01% | −16,412−2.8% | 減碼 |
| Massachusetts Financial Services Co | 463,546 | $5,232 萬 | 0.02% | −39,840−7.9% | 減碼 |
| Captrust Financial Advisors | 461,031 | $5,203 萬 | 0.15% | +68,634+17.5% | 加碼 |
| Bank of New York Mellon Corp | 451,144 | $5,092 萬 | 0.01% | −32,822−6.8% | 減碼 |
| Neuberger Berman Group LLC | 449,987 | $5,079 萬 | 0.04% | +446,454+12,636.7% | 加碼 |
| Bank of America Corp | 429,919 | $4,852 萬 | 0.00% | −166,394−27.9% | 減碼 |
| Nuveen Asset Management, LLC | 427,586 | $4,826 萬 | 0.01% | +67,480+18.7% | 加碼 |
| Freestone Grove Partners LP | 427,390 | $4,824 萬 | 0.59% | +427,390 | 新進 |
| Global Alpha Capital Management Ltd. | 422,023 | $4,763 萬 | 3.46% | −130,136−23.6% | 減碼 |
| Zurich Insurance Group Ltd | 418,228 | $4,720 萬 | 0.38% | −43,486−9.4% | 減碼 |
| JPMorgan Chase & Co | 415,607 | $4,691 萬 | 0.00% | +98,427+31.0% | 加碼 |
| AQR Capital Management LLC | 394,599 | $4,453 萬 | 0.06% | +34,906+9.7% | 加碼 |
| Morgan Stanley | 373,132 | $4,211 萬 | 0.00% | +8,640+2.4% | 加碼 |
| ProShare Advisors LLC | 328,869 | $3,712 萬 | 0.08% | −13,349−3.9% | 減碼 |
| Systematic Financial Management LP | 325,242 | $3,671 萬 | 0.93% | +4,692+1.5% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 313,124 | $3,534 萬 | 3.43% | −6,616−2.1% | 減碼 |
| Invesco Ltd. | 309,980 | $3,498 萬 | 0.01% | +74,038+31.4% | 加碼 |
| Franklin Resources Inc | 308,544 | $3,482 萬 | 0.01% | +26,186+9.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 301,708 | $3,405 萬 | 0.06% | +225,908+298.0% | 加碼 |
| Fisher Asset Management, LLC | 290,326 | $3,277 萬 | 0.01% | +29,516+11.3% | 加碼 |
| UBS Group AG | 276,012 | $3,115 萬 | 0.01% | +20,729+8.1% | 加碼 |
| Boston Trust Walden Corp | 267,950 | $3,024 萬 | 0.21% | −4,612−1.7% | 減碼 |
| SEI Investments Co | 253,169 | $2,857 萬 | 0.04% | +12,206+5.1% | 加碼 |
| Tributary Capital Management, LLC | 199,649 | $2,253 萬 | 1.74% | +2,347+1.2% | 加碼 |
| Holocene Advisors, LP | 190,150 | $2,146 萬 | 0.07% | +10,931+6.1% | 加碼 |
| Two Sigma Investments, LP | 180,832 | $2,041 萬 | 0.05% | −46,762−20.5% | 減碼 |
| Azora Capital LP | 179,645 | $2,027 萬 | 0.91% | −221,333−55.2% | 減碼 |
| Point72 Asset Management, L.P. | 176,627 | $1,993 萬 | 0.05% | +175,834+22,173.3% | 加碼 |
| Barclays PLC | 160,008 | $1,806 萬 | 0.01% | −71,474−30.9% | 減碼 |
| Rhumbline Advisers | 157,642 | $1,779 萬 | 0.02% | +510+0.3% | 加碼 |
| Price T Rowe Associates Inc | 155,133 | $1,751 萬 | 0.00% | +70,888+84.1% | 加碼 |
| Emerald Advisers, LLC | 151,007 | $1,704 萬 | 0.66% | +28,592+23.4% | 加碼 |
| Voloridge Investment Management, LLC | 148,632 | $1,677 萬 | 0.06% | −37,679−20.2% | 減碼 |
| Norges Bank | 140,309 | $1,584 萬 | 0.00% | +24,489+21.1% | 加碼 |
| Ceredex Value Advisors LLC | 128,750 | $1,453 萬 | 0.29% | −11,450−8.2% | 減碼 |
| First Trust Advisors LP | 126,631 | $1,429 萬 | 0.01% | −853−0.7% | 減碼 |
| UBS Asset Management Americas Inc | 125,798 | $1,420 萬 | 0.00% | +19,426+18.3% | 加碼 |
| Congress Asset Management Co | 125,604 | $1,418 萬 | 0.10% | +9,349+8.0% | 加碼 |
| Basswood Capital Management, L.L.C. | 121,787 | $1,374 萬 | 0.80% | 00.0% | 不變 |
| Federated Hermes, Inc. | 118,527 | $1,338 萬 | 0.03% | +61,468+107.7% | 加碼 |
| Envestnet Asset Management Inc | 110,045 | $1,242 萬 | 0.00% | −352−0.3% | 減碼 |
| Third Avenue Management LLC | 102,796 | $1,160 萬 | 2.24% | −8,100−7.3% | 減碼 |
| Mutual of America Capital Management LLC | 101,916 | $1,150 萬 | 0.12% | −879−0.9% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 100,863 | $1,138 萬 | 0.69% | +7,869+8.5% | 加碼 |
| Raymond James Financial Inc | 100,625 | $1,136 萬 | 0.00% | +100,625 | 新進 |
| Gator Capital Management, LLC | 100,475 | $1,134 萬 | 4.28% | −175−0.2% | 減碼 |
| Two Sigma Advisers, LP | 99,800 | $1,126 萬 | 0.03% | −32,900−24.8% | 減碼 |
| STRS Ohio | 97,900 | $1,105 萬 | 0.04% | −6,300−6.0% | 減碼 |
| Ameriprise Financial Inc | 95,534 | $1,078 萬 | 0.00% | −18,253−16.0% | 減碼 |
| Citigroup Inc | 94,097 | $1,062 萬 | 0.01% | +7,988+9.3% | 加碼 |
| Legal & General Group Plc | 93,727 | $1,058 萬 | 0.00% | +2,929+3.2% | 加碼 |
| Alliancebernstein L.P. | 92,641 | $1,046 萬 | 0.00% | −602−0.6% | 減碼 |
| Swiss National Bank | 91,100 | $1,028 萬 | 0.01% | +700+0.8% | 加碼 |
| Deutsche Bank AG | 88,320 | $996.8 萬 | 0.00% | +12,423+16.4% | 加碼 |
| Weiss Asset Management LP | 85,282 | $962.5 萬 | 0.22% | +85,282 | 新進 |
| Jacobs Levy Equity Management, Inc | 83,636 | $943.9 萬 | 0.03% | +1,299+1.6% | 加碼 |
| California Public Employees Retirement System | 83,521 | $942.6 萬 | 0.01% | −5,579−6.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 82,060 | $926.1 萬 | 0.15% | +41,762+103.6% | 加碼 |
| Maltese Capital Management LLC | 74,800 | $844.2 萬 | 1.29% | −42,600−36.3% | 減碼 |
| Rafferty Asset Management, LLC | 73,769 | $832.6 萬 | 0.03% | −8,148−9.9% | 減碼 |
| Corebridge Financial, Inc. | 72,241 | $815.3 萬 | 0.04% | −3,871−5.1% | 減碼 |
| Peregrine Capital Management LLC | 63,054 | $711.6 萬 | 0.21% | −9,222−12.8% | 減碼 |
| Brown Advisory Inc | 60,842 | $686.7 萬 | 0.01% | −13,122−17.7% | 減碼 |
| Quantessence Capital LLC | 60,475 | $682.5 萬 | 2.80% | +60,475 | 新進 |
| AXA S.A. | 59,009 | $666.0 萬 | 0.02% | 00.0% | 不變 |
| New York State Teachers Retirement System | 58,712 | $662.6 萬 | 0.01% | −1,000−1.7% | 減碼 |
| Wedge Capital Management L L P | 57,820 | $652.6 萬 | 0.12% | +12,943+28.8% | 加碼 |
| Hancock Whitney Corp | 54,408 | $614.0 萬 | 0.19% | +46,386+578.2% | 加碼 |
| Renaissance Technologies LLC | 54,000 | $609.4 萬 | 0.01% | −70,400−56.6% | 減碼 |
| Retirement Systems of Alabama | 53,995 | $609.4 萬 | 0.02% | +109+0.2% | 加碼 |
| King Luther Capital Management Corp | 53,535 | $604.2 萬 | 0.03% | +6,419+13.6% | 加碼 |
| Brant Point Investment Management LLC | 53,000 | $598.2 萬 | 1.42% | +3,000+6.0% | 加碼 |
| Wells Fargo & Company | 51,929 | $586.1 萬 | 0.00% | +7,318+16.4% | 加碼 |
| Great Lakes Advisors, LLC | 51,514 | $581.4 萬 | 0.05% | −1,602−3.0% | 減碼 |
| MetLife Investment Management | 51,299 | $579.0 萬 | 0.03% | +3,918+8.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 51,271 | $578.6 萬 | 0.01% | −1,191−2.3% | 減碼 |
| HBK Investments L P | 51,074 | $576.4 萬 | 0.11% | +15,758+44.6% | 加碼 |
| Creative Planning | 50,357 | $568.3 萬 | 0.01% | +19,031+60.8% | 加碼 |
| Interval Partners, LP | 48,185 | $543.8 萬 | 0.14% | −40,404−45.6% | 減碼 |
| Financial Counselors Inc | 46,357 | $523.2 萬 | 0.08% | −65−0.1% | 減碼 |
| Voya Investment Management LLC | 45,840 | $517.4 萬 | 0.01% | −2,859−5.9% | 減碼 |
| NFJ Investment Group, LLC | 45,373 | $512.1 萬 | 0.16% | −557−1.2% | 減碼 |
| GHP Investment Advisors, Inc. | 44,490 | $502.1 萬 | 0.23% | −226−0.5% | 減碼 |