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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 7,857 | $79.4 萬 | 0.00% | −24,683−75.9% | 減碼 |
| Country Club Bank | 8,016 | $80.3 萬 | 0.05% | +1,414+21.4% | 加碼 |
| State of Alaska, Department of Revenue | 7,966 | $80.5 萬 | 0.01% | +2,900+57.2% | 加碼 |
| Hancock Whitney Corp | 8,052 | $81.4 萬 | 0.03% | −46,356−85.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,064 | $81.5 萬 | 0.00% | +714+9.7% | 加碼 |
| Bank of Montreal | 9,013 | $91.1 萬 | 0.00% | +2,743+43.7% | 加碼 |
| SummerHaven Investment Management, LLC | 9,145 | $92.5 萬 | 0.65% | +122+1.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 9,319 | $94.2 萬 | 0.07% | +6,271+205.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 9,479 | $95.8 萬 | 0.01% | +279+3.0% | 加碼 |
| Angel Oak Capital Advisors, LLC | 9,700 | $98.1 萬 | 1.31% | +9,700 | 新進 |
| Meritage Portfolio Management | 9,910 | $100.2 萬 | 0.07% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 10,290 | $104.0 萬 | 0.01% | +257+2.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 10,290 | $104.0 萬 | 0.01% | +257+2.6% | 加碼 |
| Hussman Strategic Advisors, Inc. | 10,500 | $106.2 萬 | 0.26% | −6,300−37.5% | 減碼 |
| CWM, LLC | 10,603 | $107.2 萬 | 0.00% | +7,795+277.6% | 加碼 |
| Pathstone Holdings, LLC | 10,666 | $108.0 萬 | 0.00% | +2,504+30.7% | 加碼 |
| Atwood & Palmer Inc | 10,729 | $108.5 萬 | 0.08% | +6,951+184.0% | 加碼 |
| Interval Partners, LP | 10,746 | $108.6 萬 | 0.04% | −37,439−77.7% | 減碼 |
| State Board of Administration of Florida Retirement System | 10,869 | $109.9 萬 | 0.00% | +6,608+155.1% | 加碼 |
| Accredited Investors Inc. | 10,921 | $110.4 萬 | 0.07% | +10,921 | 新進 |
| Pictet Asset Management Holding SA | 11,027 | $111.5 萬 | 0.00% | +4,236+62.4% | 加碼 |
| Persistent Asset Partners Ltd | 11,959 | $120.9 萬 | 1.07% | +11,959 | 新進 |
| Xponance, Inc. | 12,177 | $123.1 萬 | 0.01% | +3,444+39.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 12,725 | $128.6 萬 | 0.00% | 00.0% | 不變 |
| Fortress Wealth Management, Inc. | 12,780 | $129.2 萬 | 0.67% | +12,780 | 新進 |
| SG Americas Securities, LLC | 12,786 | $129.3 萬 | 0.00% | −2,337−15.5% | 減碼 |
| RSM US Wealth Management LLC | 12,741 | $129.3 萬 | 0.02% | +5,787+83.2% | 加碼 |
| Paragon Capital Management LLC | 13,263 | $134.1 萬 | 0.77% | 00.0% | 不變 |
| Sterling Capital Management LLC | 13,649 | $138.0 萬 | 0.02% | −790−5.5% | 減碼 |
| Kennedy Capital Management, Inc. | 13,668 | $138.2 萬 | 0.03% | +13,668 | 新進 |
| New Mexico Educational Retirement Board | 13,900 | $140.5 萬 | 0.05% | +5,000+56.2% | 加碼 |
| Oregon Public Employees Retirement Fund | 13,916 | $140.7 萬 | 0.03% | +4,900+54.3% | 加碼 |
| Oppenheimer & Co Inc | 13,968 | $141.2 萬 | 0.02% | +13,968 | 新進 |
| Virginia Retirement Systems Et Al | 14,417 | $145.8 萬 | 0.01% | +14,417 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 14,523 | $146.8 萬 | 0.01% | +4,973+52.1% | 加碼 |
| Handelsbanken Fonder AB | 14,690 | $148.5 萬 | 0.01% | +3,760+34.4% | 加碼 |
| KLP Kapitalforvaltning AS | 14,895 | $151.1 萬 | 0.01% | +5,395+56.8% | 加碼 |
| Jackson Creek Investment Advisors LLC | 15,020 | $151.9 萬 | 0.48% | −11−0.1% | 減碼 |
| CIBC World Markets Corp | 15,129 | $153.0 萬 | 0.01% | +10,932+260.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,132 | $153.0 萬 | 0.02% | +5,263+53.3% | 加碼 |
| Atria Investments LLC | 15,474 | $156.4 萬 | 0.02% | +7,068+84.1% | 加碼 |
| Teacher Retirement System of Texas | 15,723 | $159.0 萬 | 0.01% | +7,715+96.3% | 加碼 |
| OP Asset Management Ltd | 15,809 | $159.8 萬 | 0.03% | +15,809 | 新進 |
| Prudential Financial Inc | 15,864 | $160.4 萬 | 0.00% | −10,335−39.4% | 減碼 |
| Stifel Financial Corp | 15,954 | $161.3 萬 | 0.00% | +14,016+723.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 16,143 | $163.3 萬 | 0.01% | +2,674+19.9% | 加碼 |
| State of Michigan Retirement System | 16,241 | $164.2 萬 | 0.01% | +5,700+54.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,268 | $164.5 萬 | 0.01% | +6,461+65.9% | 加碼 |
| US Bancorp | 16,743 | $169.3 萬 | 0.00% | +3,638+27.8% | 加碼 |
| Ensign Peak Advisors, Inc | 16,879 | $170.6 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 17,036 | $172.2 萬 | 0.06% | +14,383+542.1% | 加碼 |
| Nisa Investment Advisors, LLC | 18,607 | $188.9 萬 | 0.01% | +207+1.1% | 加碼 |
| Keeley-Teton Advisors, LLC | 18,714 | $189.2 萬 | 0.23% | −215−1.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,809 | $190.2 萬 | 0.01% | +7,164+61.5% | 加碼 |
| Cerity Partners LLC | 18,928 | $191.4 萬 | 0.00% | −1,575−7.7% | 減碼 |
| Louisiana State Employees Retirement System | 19,100 | $193.1 萬 | 0.04% | +6,800+55.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 19,333 | $195.5 萬 | 0.00% | +19,333 | 新進 |
| State of New Jersey Common Pension Fund D | 19,819 | $200.4 萬 | 0.01% | +2,499+14.4% | 加碼 |
| State of Tennessee, Treasury Department | 19,957 | $201.8 萬 | 0.01% | +2,100+11.8% | 加碼 |
| PMC FIG Opportunities LLC | 20,000 | $202.2 萬 | 4.94% | +20,000 | 新進 |
| Danske Bank A/S | 20,158 | $203.8 萬 | 0.01% | −17,363−46.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 20,288 | $205.1 萬 | 0.07% | +6,701+49.3% | 加碼 |
| Truist Financial Corp | 20,329 | $205.5 萬 | 0.00% | +764+3.9% | 加碼 |
| First National Bank of Omaha | 20,631 | $208.6 萬 | 0.14% | +397+2.0% | 加碼 |
| Arizona State Retirement System | 20,748 | $209.8 萬 | 0.01% | +7,329+54.6% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 20,812 | $210.4 萬 | 0.14% | +549+2.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 21,197 | $214.3 萬 | 0.02% | +7,235+51.8% | 加碼 |
| Johnson Investment Counsel Inc | 21,450 | $216.9 萬 | 0.02% | 00.0% | 不變 |
| Diversified Portfolios, Inc. | 21,606 | $218.4 萬 | 0.23% | +21,606 | 新進 |
| Old National Bancorp | 22,734 | $229.8 萬 | 0.06% | +22,734 | 新進 |
| Guggenheim Capital LLC | 23,173 | $234.3 萬 | 0.02% | +5,346+30.0% | 加碼 |
| Yousif Capital Management, LLC | 23,283 | $235.4 萬 | 0.03% | +7,694+49.4% | 加碼 |
| Headlands Technologies LLC | 23,515 | $237.7 萬 | 0.27% | +14,883+172.4% | 加碼 |
| Wolverine Asset Management LLC | 23,757 | $240.2 萬 | 0.05% | +23,757 | 新進 |
| Friday Financial | 23,767 | $242.4 萬 | 1.45% | +23,767 | 新進 |
| Petiole USA ltd | 24,122 | $243.9 萬 | 1.72% | +24,122 | 新進 |
| Assenagon Asset Management S.A. | 24,705 | $249.8 萬 | 0.00% | +11,916+93.2% | 加碼 |
| Buckingham Strategic Partners | 25,101 | $253.8 萬 | 0.04% | +25,101 | 新進 |
| LPL Financial LLC | 25,104 | $253.8 萬 | 0.00% | +4,775+23.5% | 加碼 |
| Qube Research & Technologies Ltd | 26,651 | $269.4 萬 | 0.00% | +26,651 | 新進 |
| Russell Investments Group, Ltd. | 26,683 | $269.8 萬 | 0.00% | −61−0.2% | 減碼 |
| NFJ Investment Group, LLC | 28,068 | $283.8 萬 | 0.10% | −17,305−38.1% | 減碼 |
| Mercer Global Advisors Inc | 28,219 | $285.3 萬 | 0.01% | +1,075+4.0% | 加碼 |
| ExodusPoint Capital Management, LP | 29,056 | $293.8 萬 | 0.04% | +29,056 | 新進 |
| Amalgamated Bank | 29,949 | $302.8 萬 | 0.03% | +9,588+47.1% | 加碼 |
| Natixis Advisors, L.P. | 30,390 | $307.2 萬 | 0.01% | +1,069+3.6% | 加碼 |
| Elizabeth Park Capital Advisors, Ltd. | 30,457 | $307.9 萬 | 2.79% | +30,457 | 新進 |
| Mariner, LLC | 30,812 | $311.5 萬 | 0.01% | +9,516+44.7% | 加碼 |
| Jacobs Levy Equity Management, Inc | 31,196 | $315.4 萬 | 0.01% | −52,440−62.7% | 減碼 |
| Bridgeway Capital Management, LLC | 31,305 | $316.5 萬 | 0.08% | +1,005+3.3% | 加碼 |
| Fieldview Capital Management, LLC | 31,811 | $321.6 萬 | 0.45% | +25,947+442.5% | 加碼 |
| Comerica Bank | 33,493 | $338.6 萬 | 0.01% | −1,261−3.6% | 減碼 |
| Intech Investment Management LLC | 34,552 | $349.3 萬 | 0.04% | +11,900+52.5% | 加碼 |
| Commerce Bank | 38,950 | $393.8 萬 | 0.03% | −2,552−6.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 39,100 | $395.3 萬 | 0.01% | +36,100+1,203.3% | 加碼 |
| Phocas Financial Corp. | 42,618 | $430.9 萬 | 0.66% | +42,618 | 新進 |
| Royal Bank of Canada | 42,829 | $432.9 萬 | 0.00% | +9,417+28.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 43,172 | $436.5 萬 | 0.05% | +35,028+430.1% | 加碼 |
| Brant Point Investment Management LLC | 44,455 | $449.4 萬 | 1.10% | −8,545−16.1% | 減碼 |
| GHP Investment Advisors, Inc. | 44,538 | $450.3 萬 | 0.22% | +48+0.1% | 加碼 |