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
2025 年第 2 季 13F 持有人
Umb Financial Corp 在 2025/6/30 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
- 410
- 較 2025 年第 1 季 +2 家
- 持有股數
- 6,883 萬
- 較 2025 年第 1 季 +170.7 萬 (+2.5%)
- 總市值
- $72.5 億
- 較 2025 年第 1 季 +$4.61 億 (+6.8%)
- 新進機構
- 49
- 另有 157 家加碼
- 清倉機構
- 47
- 另有 144 家減碼
另有 3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 |
2025 年第 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Regions Financial Corp | 2,207 | $23.2 萬 | 0.00% | −110−4.7% | 減碼 |
| KBC Group NV | 2,234 | $23.5 萬 | 0.00% | −1,142−33.8% | 減碼 |
| Avantax Planning Partners, Inc. | 2,240 | $23.6 萬 | 0.01% | −463−17.1% | 減碼 |
| CIBC Asset Management Inc | 2,278 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 2,313 | $24.3 萬 | 0.01% | +10.0% | 加碼 |
| Everence Capital Management Inc | 2,320 | $24.4 萬 | 0.02% | +2,320 | 新進 |
| High Note Wealth, LLC | 2,329 | $24.5 萬 | 0.06% | +17+0.7% | 加碼 |
| Greenleaf Trust | 2,331 | $24.5 萬 | 0.00% | −196−7.8% | 減碼 |
| First Affirmative Financial Network | 2,389 | $25.1 萬 | 0.13% | −40−1.6% | 減碼 |
| Resources Investment Advisors, LLC. | 2,404 | $25.3 萬 | 0.00% | +37+1.6% | 加碼 |
| Guardian Wealth Advisors, LLC | 2,396 | $25.3 萬 | 0.02% | +5+0.2% | 加碼 |
| Blueshift Asset Management, LLC | 2,406 | $25.3 萬 | 0.08% | +401+20.0% | 加碼 |
| Shelton Capital Management | 2,414 | $25.4 萬 | 0.01% | −55−2.2% | 減碼 |
| GTS Securities LLC | 2,417 | $25.4 萬 | 0.01% | −1,278−34.6% | 減碼 |
| Prime Capital Investment Advisors, LLC | 2,514 | $26.4 萬 | 0.00% | −34−1.3% | 減碼 |
| Scientech Research LLC | 2,520 | $26.5 萬 | 0.06% | +2,520 | 新進 |
| Aptus Capital Advisors, LLC | 2,528 | $26.6 萬 | 0.00% | +3+0.1% | 加碼 |
| Diversify Advisory Services, LLC | 2,390 | $27.4 萬 | 0.01% | +2,390 | 新進 |
| Janney Montgomery Scott LLC | 2,620 | $27.6 萬 | 0.00% | −251−8.7% | 減碼 |
| Assetmark, Inc | 2,661 | $28.0 萬 | 0.00% | −50−1.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 2,684 | $28.2 萬 | 0.02% | +2,684 | 新進 |
| Clearstead Advisors, LLC | 2,697 | $28.4 萬 | 0.00% | +374+16.1% | 加碼 |
| Forum Financial Management, LP | 2,713 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,764 | $29.1 萬 | 0.00% | −1,020−27.0% | 減碼 |
| Kornitzer Capital Management Inc | 2,800 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,801 | $29.5 萬 | 0.08% | +10.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,819 | $29.6 萬 | 0.00% | −212−7.0% | 減碼 |
| ETF Store, Inc. | 2,908 | $30.6 萬 | 0.35% | 00.0% | 不變 |
| RMG Wealth Management LLC | 2,800 | $30.6 萬 | 0.05% | +2,800 | 新進 |
| Ethic Inc. | 2,889 | $30.6 萬 | 0.01% | +597+26.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,943 | $31.0 萬 | 0.00% | +2,943 | 新進 |
| Integrated Investment Consultants, LLC | 2,960 | $31.1 萬 | 0.06% | −1,793−37.7% | 減碼 |
| Hancock Whitney Corp | 3,027 | $31.8 萬 | 0.01% | −5,025−62.4% | 減碼 |
| LexAurum Advisors, LLC | 3,132 | $32.9 萬 | 0.05% | +2+0.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 3,147 | $33.2 萬 | 0.01% | −483−13.3% | 減碼 |
| Moors & Cabot, Inc. | 3,192 | $33.6 萬 | 0.02% | −104−3.2% | 減碼 |
| Public Employees Retirement Association of Colorado | 3,216 | $33.8 萬 | 0.00% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 3,306 | $34.8 萬 | 0.00% | +3,306 | 新進 |
| Oppenheimer & Co Inc | 3,313 | $34.8 萬 | 0.00% | −10,655−76.3% | 減碼 |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $35.6 萬 | 0.18% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 3,430 | $36.1 萬 | 0.05% | −3,399−49.8% | 減碼 |
| Avantax Advisory Services, Inc. | 3,458 | $36.4 萬 | 0.00% | +23+0.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 3,465 | $36.4 萬 | 0.00% | +82+2.4% | 加碼 |
| MML Investors Services, LLC | 3,484 | $36.6 萬 | 0.00% | +7+0.2% | 加碼 |
| Miramar Capital, LLC | 3,530 | $37.1 萬 | 0.09% | +3,530 | 新進 |
| Alps Advisors Inc | 3,563 | $37.5 萬 | 0.00% | +43+1.2% | 加碼 |
| First National Advisers, LLC | 3,570 | $37.5 萬 | 0.05% | −105−2.9% | 減碼 |
| Squarepoint Ops LLC | 3,590 | $37.8 萬 | 0.00% | −4,267−54.3% | 減碼 |
| Pitcairn Co | 3,635 | $38.2 萬 | 0.03% | −787−17.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 3,641 | $38.3 萬 | 0.00% | +3,641 | 新進 |
| CWM Advisors, LLC | 3,698 | $38.9 萬 | 0.04% | +297+8.7% | 加碼 |
| First Community Trust NA | 3,730 | $39.2 萬 | 0.32% | 00.0% | 不變 |
| Whalen Wealth Management Inc. | 3,786 | $39.8 萬 | 0.25% | +3,786 | 新進 |
| DRW Securities, LLC | 3,861 | $40.6 萬 | 0.03% | +3,861 | 新進 |
| N.E.W. Advisory Services LLC | 3,864 | $40.6 萬 | 0.04% | 00.0% | 不變 |
| Park Avenue Securities LLC | 3,877 | $40.8 萬 | 0.00% | +3,877 | 新進 |
| Profund Advisors LLC | 3,938 | $41.4 萬 | 0.01% | −115−2.8% | 減碼 |
| NJ State Employees Deferred Compensation Plan | 4,000 | $42.1 萬 | 0.05% | 00.0% | 不變 |
| Signaturefd, LLC | 4,013 | $42.2 萬 | 0.01% | +47+1.2% | 加碼 |
| Quantinno Capital Management LP | 4,022 | $42.3 萬 | 0.00% | +957+31.2% | 加碼 |
| Papp L Roy & Associates | 4,030 | $42.4 萬 | 0.05% | 00.0% | 不變 |
| Trust Point Inc. | 4,038 | $42.5 萬 | 0.04% | −2,292−36.2% | 減碼 |
| Evergreen Capital Management LLC | 4,029 | $42.5 萬 | 0.01% | −461−10.3% | 減碼 |
| Farmers & Merchants Investments Inc | 4,053 | $42.6 萬 | 0.01% | +15+0.4% | 加碼 |
| Cetera Investment Advisers | 4,232 | $44.5 萬 | 0.00% | +269+6.8% | 加碼 |
| Cambria Investment Management, L.P. | 4,259 | $44.8 萬 | 0.03% | −118−2.7% | 減碼 |
| Commonwealth Equity Services, LLC | 4,387 | $46.1 萬 | 0.00% | +62+1.4% | 加碼 |
| PrairieView Partners, LLC | 4,476 | $47.0 萬 | 0.05% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 4,493 | $47.3 萬 | 0.00% | +39+0.9% | 加碼 |
| Hamilton Capital Partners Inc. | 4,674 | $49.2 萬 | 0.03% | 00.0% | 不變 |
| M&T Bank Corp | 4,690 | $49.3 萬 | 0.00% | +2,345+100.0% | 加碼 |
| Qube Research & Technologies Ltd | 4,807 | $50.6 萬 | 0.00% | −21,844−82.0% | 減碼 |
| Connable Office Inc | 4,851 | $51.0 萬 | 0.05% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $51.1 萬 | 0.02% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 4,878 | $51.3 萬 | 0.05% | 00.0% | 不變 |
| Keybank National Association | 4,887 | $51.4 萬 | 0.00% | −925−15.9% | 減碼 |
| Readystate Asset Management LP | 4,907 | $51.6 萬 | 0.02% | +4,907 | 新進 |
| Whelan Financial | 4,942 | $52.0 萬 | 0.19% | 00.0% | 不變 |
| Fiduciary Trust Co | 4,985 | $52.4 萬 | 0.01% | +898+22.0% | 加碼 |
| Vontobel Holding Ltd. | 5,022 | $52.8 萬 | 0.00% | +460+10.1% | 加碼 |
| WealthPlan Investment Management, LLC | 5,097 | $53.6 萬 | 0.04% | +696+15.8% | 加碼 |
| Financial Advisory Service, Inc. | 5,141 | $54.1 萬 | 0.04% | −2,233−30.3% | 減碼 |
| HSBC Holdings PLC | 5,132 | $54.1 萬 | 0.00% | −2,587−33.5% | 減碼 |
| 111 Capital | 5,168 | $54.3 萬 | 0.09% | −729−12.4% | 減碼 |
| Engineers Gate Manager LP | 5,256 | $55.3 萬 | 0.01% | +5,256 | 新進 |
| Securian Asset Management, Inc | 5,435 | $57.2 萬 | 0.02% | +286+5.6% | 加碼 |
| GWM Advisors LLC | 5,467 | $57.5 萬 | 0.00% | −176−3.1% | 減碼 |
| Bayview Asset Management, LLC | 5,500 | $57.8 萬 | 0.58% | +5,500 | 新進 |
| EP Wealth Advisors, LLC | 5,598 | $58.9 萬 | 0.00% | +1,199+27.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,825 | $61.3 萬 | 0.01% | −350−5.7% | 減碼 |
| JustInvest LLC | 5,931 | $62.4 萬 | 0.01% | +170+3.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,268 | $65.9 萬 | 0.01% | +26+0.4% | 加碼 |
| First Citizens Bank & Trust Co | 6,602 | $69.4 萬 | 0.01% | +6,602 | 新進 |
| State of Wisconsin Investment Board | 6,865 | $72.2 萬 | 0.00% | −482−6.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 6,918 | $72.8 萬 | 0.00% | +270+4.1% | 加碼 |
| HighTower Advisors, LLC | 7,060 | $74.2 萬 | 0.00% | +1,788+33.9% | 加碼 |
| Occudo Quantitative Strategies LP | 7,110 | $74.8 萬 | 0.08% | −45−0.6% | 減碼 |
| Farringdon Capital, Ltd. | 7,196 | $75.7 萬 | 0.25% | +1,956+37.3% | 加碼 |
| CenterBook Partners LP | 7,231 | $76.0 萬 | 0.04% | +7,231 | 新進 |
| Ieq Capital, LLC | 7,276 | $76.5 萬 | 0.00% | +193+2.7% | 加碼 |