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
2025 年第 1 季 13F 持有人
Umb Financial Corp 在 2025/3/31 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
- 411
- 較 2024 年第 4 季 +59 家
- 持有股數
- 6,715 萬
- 較 2024 年第 4 季 +1,641 萬 (+32.3%)
- 總市值
- $67.9 億
- 較 2024 年第 4 季 +$10.6 億 (+18.6%)
- 新進機構
- 111
- 另有 194 家加碼
- 清倉機構
- 52
- 另有 73 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 | 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 2,334 | $23.6 萬 | 0.01% | +2,334 | 新進 |
| Advantage Alpha Capital Partners LP | 2,336 | $23.6 萬 | 0.06% | −3,624−60.8% | 減碼 |
| M&T Bank Corp | 2,345 | $23.7 萬 | 0.00% | +2,345 | 新進 |
| Monument Capital Management | 2,363 | $23.9 萬 | 0.07% | −557−19.1% | 減碼 |
| Resources Investment Advisors, LLC. | 2,367 | $23.9 萬 | 0.00% | +509+27.4% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,391 | $24.3 萬 | 0.02% | +2,391 | 新進 |
| First Affirmative Financial Network | 2,429 | $24.6 萬 | 0.15% | +2,429 | 新進 |
| Shelton Capital Management | 2,469 | $25.0 萬 | 0.01% | +2,469 | 新進 |
| Aptus Capital Advisors, LLC | 2,525 | $25.5 萬 | 0.00% | +2,525 | 新進 |
| Greenleaf Trust | 2,527 | $25.5 萬 | 0.00% | +322+14.6% | 加碼 |
| Prime Capital Investment Advisors, LLC | 2,548 | $25.8 萬 | 0.00% | +2,548 | 新進 |
| Contravisory Investment Management, Inc. | 2,571 | $26.0 萬 | 0.05% | +2,571 | 新進 |
| Avantax Planning Partners, Inc. | 2,703 | $27.3 萬 | 0.01% | +2,703 | 新進 |
| Assetmark, Inc | 2,711 | $27.4 萬 | 0.00% | −344−11.3% | 減碼 |
| Forum Financial Management, LP | 2,713 | $27.4 萬 | 0.00% | +2,713 | 新進 |
| Kornitzer Capital Management Inc | 2,800 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,800 | $28.3 萬 | 0.08% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 2,871 | $29.0 萬 | 0.00% | +53+1.9% | 加碼 |
| Precision Wealth Strategies, LLC | 2,897 | $29.3 萬 | 0.22% | +2,897 | 新進 |
| CIBC Private Wealth Group, LLC | 3,383 | $29.3 萬 | 0.00% | −220−6.1% | 減碼 |
| ETF Store, Inc. | 2,908 | $29.4 萬 | 0.36% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 3,031 | $30.6 萬 | 0.00% | +2,117+231.6% | 加碼 |
| FORA Capital, LLC | 3,036 | $30.7 萬 | 0.03% | +3,036 | 新進 |
| Quantinno Capital Management LP | 3,065 | $31.0 萬 | 0.00% | +1,170+61.7% | 加碼 |
| LexAurum Advisors, LLC | 3,130 | $31.6 萬 | 0.06% | +2+0.1% | 加碼 |
| Prelude Capital Management, LLC | 3,170 | $32.0 萬 | 0.03% | +3,170 | 新進 |
| Public Employees Retirement Association of Colorado | 3,216 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 3,289 | $33.3 萬 | 0.00% | +3,289 | 新進 |
| Moors & Cabot, Inc. | 3,296 | $33.3 萬 | 0.02% | +3,296 | 新進 |
| KBC Group NV | 3,376 | $34.1 萬 | 0.00% | +1,372+68.5% | 加碼 |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $34.2 萬 | 0.20% | 00.0% | 不變 |
| CWM Advisors, LLC | 3,401 | $34.4 萬 | 0.04% | −143−4.0% | 減碼 |
| Mach-1 Financial Group, Inc. | 3,426 | $34.6 萬 | 0.10% | +3,426 | 新進 |
| Avantax Advisory Services, Inc. | 3,435 | $34.7 萬 | 0.00% | −315−8.4% | 減碼 |
| MML Investors Services, LLC | 3,477 | $35.2 萬 | 0.00% | +1,371+65.1% | 加碼 |
| Keebeck Alpha, LP | 3,508 | $35.5 萬 | 0.41% | +3,508 | 新進 |
| Alps Advisors Inc | 3,520 | $35.6 萬 | 0.00% | +3,520 | 新進 |
| Atria Wealth Solutions, Inc. | 3,630 | $36.8 萬 | 0.00% | −441−10.8% | 減碼 |
| First National Advisers, LLC | 3,675 | $37.2 萬 | 0.06% | +3,675 | 新進 |
| GTS Securities LLC | 3,695 | $37.4 萬 | 0.02% | −555−13.1% | 減碼 |
| First Community Trust NA | 3,730 | $37.7 萬 | 0.33% | +3,730 | 新進 |
| Crossmark Global Holdings, Inc. | 3,784 | $38.3 萬 | 0.01% | +150+4.1% | 加碼 |
| N.E.W. Advisory Services LLC | 3,864 | $39.1 萬 | 0.03% | +3,864 | 新進 |
| Cetera Investment Advisers | 3,963 | $40.1 萬 | 0.00% | +1,856+88.1% | 加碼 |
| Signaturefd, LLC | 3,966 | $40.1 萬 | 0.01% | +525+15.3% | 加碼 |
| Polymer Capital Management (US) LLC | 3,998 | $40.4 萬 | 0.12% | +3,998 | 新進 |
| NJ State Employees Deferred Compensation Plan | 4,000 | $40.4 萬 | 0.05% | 00.0% | 不變 |
| Papp L Roy & Associates | 4,030 | $40.7 萬 | 0.05% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 4,038 | $40.8 萬 | 0.01% | +20+0.5% | 加碼 |
| Profund Advisors LLC | 4,053 | $41.0 萬 | 0.02% | −861−17.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 4,083 | $41.3 萬 | 0.01% | −1,390−25.4% | 減碼 |
| Fiduciary Trust Co | 4,087 | $41.3 萬 | 0.01% | +1,704+71.5% | 加碼 |
| United Services Automobile Association | 4,301 | $43.1 萬 | 0.01% | +4,301 | 新進 |
| Commonwealth Equity Services, LLC | 4,325 | $43.7 萬 | 0.00% | +665+18.2% | 加碼 |
| Cambria Investment Management, L.P. | 4,377 | $44.3 萬 | 0.03% | +4,377 | 新進 |
| EP Wealth Advisors, LLC | 4,399 | $44.5 萬 | 0.00% | +2,038+86.3% | 加碼 |
| WealthPlan Investment Management, LLC | 4,401 | $44.5 萬 | 0.04% | −88−2.0% | 減碼 |
| Pitcairn Co | 4,422 | $44.7 萬 | 0.03% | +177+4.2% | 加碼 |
| Jones Financial Companies LLLP | 4,454 | $45.0 萬 | 0.00% | −1,045−19.0% | 減碼 |
| PrairieView Partners, LLC | 4,476 | $45.2 萬 | 0.05% | +4,476 | 新進 |
| Quadrature Capital Ltd | 4,480 | $45.3 萬 | 0.01% | +4,480 | 新進 |
| Evergreen Capital Management LLC | 4,490 | $45.6 萬 | 0.02% | +4,490 | 新進 |
| Vontobel Holding Ltd. | 4,562 | $46.1 萬 | 0.00% | −983−17.7% | 減碼 |
| Hamilton Capital Partners Inc. | 4,674 | $47.3 萬 | 0.03% | +466+11.1% | 加碼 |
| Integrated Investment Consultants, LLC | 4,753 | $48.1 萬 | 0.10% | +4,753 | 新進 |
| Fox Run Management, L.L.C. | 4,759 | $48.1 萬 | 0.07% | +4,759 | 新進 |
| Connable Office Inc | 4,851 | $49.0 萬 | 0.05% | +4,851 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $49.2 萬 | 0.02% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 4,878 | $49.3 萬 | 0.06% | +4,878 | 新進 |
| Whelan Financial | 4,942 | $50.0 萬 | 0.19% | +4,942 | 新進 |
| Securian Asset Management, Inc | 5,149 | $52.1 萬 | 0.02% | +1,851+56.1% | 加碼 |
| Farringdon Capital, Ltd. | 5,240 | $53.0 萬 | 0.27% | +5,240 | 新進 |
| HighTower Advisors, LLC | 5,272 | $53.3 萬 | 0.00% | +3,494+196.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 5,532 | $55.9 萬 | 0.00% | −478−8.0% | 減碼 |
| GWM Advisors LLC | 5,643 | $57.0 萬 | 0.00% | +1,803+47.0% | 加碼 |
| JustInvest LLC | 5,761 | $58.2 萬 | 0.01% | +1,282+28.6% | 加碼 |
| Keybank National Association | 5,812 | $58.8 萬 | 0.00% | −840−12.6% | 減碼 |
| Two Sigma Securities, LLC | 5,893 | $59.6 萬 | 0.09% | +5,893 | 新進 |
| 111 Capital | 5,897 | $59.6 萬 | 0.12% | +5,897 | 新進 |
| Gallagher Fiduciary Advisors, LLC | 6,123 | $61.9 萬 | 0.02% | +354+6.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 6,175 | $62.4 萬 | 0.01% | −250−3.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 6,242 | $63.1 萬 | 0.02% | +6,242 | 新進 |
| Trust Point Inc. | 6,330 | $64.0 萬 | 0.06% | −2,451−27.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 6,648 | $67.2 萬 | 0.00% | −89−1.3% | 減碼 |
| Dynamic Technology Lab Private Ltd | 6,829 | $69.0 萬 | 0.10% | −12,571−64.8% | 減碼 |
| Public Employees Retirement System of Ohio | 6,829 | $69.0 萬 | 0.00% | −10,806−61.3% | 減碼 |
| Occudo Quantitative Strategies LP | 7,155 | $71.7 萬 | 0.10% | +7,155 | 新進 |
| Ieq Capital, LLC | 7,083 | $71.9 萬 | 0.01% | +7,083 | 新進 |
| Bailard, Inc. | 7,123 | $72.0 萬 | 0.02% | +3,307+86.7% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 7,250 | $73.3 萬 | 0.32% | +7,250 | 新進 |
| State of Wisconsin Investment Board | 7,347 | $74.3 萬 | 0.00% | −2,237−23.3% | 減碼 |
| Cookson Peirce & Co Inc | 7,367 | $74.5 萬 | 0.04% | +1,124+18.0% | 加碼 |
| Financial Advisory Service, Inc. | 7,374 | $74.6 萬 | 0.06% | +52+0.7% | 加碼 |
| Kavar Capital Partners Group, LLC | 7,402 | $74.8 萬 | 0.12% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 7,532 | $76.1 萬 | 0.01% | +7,532 | 新進 |
| State of Wyoming | 7,585 | $76.7 萬 | 0.10% | +3,752+97.9% | 加碼 |
| HSBC Holdings PLC | 7,719 | $77.7 萬 | 0.00% | +328+4.4% | 加碼 |
| Caliber Wealth Management, LLC | 7,718 | $78.0 萬 | 0.11% | +7,718 | 新進 |
| CSS LLC | 7,719 | $78.0 萬 | 0.05% | +7,719 | 新進 |
| IHT Wealth Management, LLC | 7,845 | $79.3 萬 | 0.02% | +7,845 | 新進 |