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 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 | 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 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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 7,402 | $77.8 萬 | 0.11% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 7,522 | $79.1 萬 | 0.03% | +1,399+22.8% | 加碼 |
| Caliber Wealth Management, LLC | 7,742 | $81.4 萬 | 0.09% | +24+0.3% | 加碼 |
| IHT Wealth Management, LLC | 7,845 | $82.5 萬 | 0.02% | 00.0% | 不變 |
| Country Club Bank | 7,929 | $84.1 萬 | 0.05% | −87−1.1% | 減碼 |
| State of Alaska, Department of Revenue | 8,021 | $84.3 萬 | 0.01% | +55+0.7% | 加碼 |
| Bank of Montreal | 8,435 | $88.7 萬 | 0.00% | −578−6.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,445 | $88.8 萬 | 0.01% | −1,034−10.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,455 | $88.9 萬 | 0.00% | +391+4.8% | 加碼 |
| Virginia Retirement Systems Et Al | 8,817 | $92.7 萬 | 0.01% | −5,600−38.8% | 減碼 |
| Aquatic Capital Management LLC | 8,886 | $93.4 萬 | 0.02% | +8,886 | 新進 |
| FORA Capital, LLC | 8,900 | $93.6 萬 | 0.10% | +5,864+193.1% | 加碼 |
| CIBC World Markets Corp | 8,960 | $94.2 萬 | 0.01% | −6,169−40.8% | 減碼 |
| SummerHaven Investment Management, LLC | 9,298 | $97.8 萬 | 0.64% | +153+1.7% | 加碼 |
| Persistent Asset Partners Ltd | 9,391 | $98.8 萬 | 0.87% | −2,568−21.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 9,608 | $101.0 萬 | 0.03% | +5,525+135.3% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 9,700 | $102.0 萬 | 0.00% | −29,400−75.2% | 減碼 |
| Sterling Capital Management LLC | 9,809 | $103.2 萬 | 0.01% | −3,840−28.1% | 減碼 |
| Meritage Portfolio Management | 9,910 | $104.2 萬 | 0.07% | 00.0% | 不變 |
| Accredited Investors Inc. | 9,939 | $104.5 萬 | 0.06% | −982−9.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 10,288 | $108.2 萬 | 0.00% | +4,756+86.0% | 加碼 |
| Xponance, Inc. | 10,364 | $109.0 萬 | 0.01% | −1,813−14.9% | 減碼 |
| Balyasny Asset Management LLC | 10,620 | $111.7 萬 | 0.00% | −136,855−92.8% | 減碼 |
| Brinker Capital Investments, LLC | 10,723 | $112.8 萬 | 0.01% | +433+4.2% | 加碼 |
| Atwood & Palmer Inc | 10,729 | $112.8 萬 | 0.07% | 00.0% | 不變 |
| State Board of Administration of Florida Retirement System | 10,869 | $114.3 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 11,068 | $116.4 萬 | 0.00% | +465+4.4% | 加碼 |
| Pictet Asset Management Holding SA | 11,335 | $119.2 萬 | 0.00% | +308+2.8% | 加碼 |
| AXA S.A. | 12,077 | $127.0 萬 | 0.00% | −54,696−81.9% | 減碼 |
| RSM US Wealth Management LLC | 12,600 | $132.8 萬 | 0.02% | −141−1.1% | 減碼 |
| Fortress Wealth Management, Inc. | 12,780 | $134.4 萬 | 0.65% | 00.0% | 不變 |
| Angel Oak Capital Advisors, LLC | 13,600 | $143.0 萬 | 2.02% | +3,900+40.2% | 加碼 |
| New Mexico Educational Retirement Board | 13,900 | $146.2 萬 | 0.05% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 14,616 | $153.7 萬 | 0.03% | +700+5.0% | 加碼 |
| Handelsbanken Fonder AB | 14,690 | $154.5 萬 | 0.01% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 14,795 | $156.1 萬 | 0.01% | −100−0.7% | 減碼 |
| Teacher Retirement System of Texas | 15,242 | $160.3 萬 | 0.01% | −481−3.1% | 減碼 |
| Headlands Technologies LLC | 15,494 | $162.9 萬 | 0.20% | −8,021−34.1% | 減碼 |
| Paragon Capital Management LLC | 15,603 | $164.1 萬 | 0.84% | +2,340+17.6% | 加碼 |
| Atria Investments LLC | 15,773 | $165.9 萬 | 0.02% | +299+1.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,935 | $167.6 萬 | 0.03% | +803+5.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 16,030 | $168.6 萬 | 0.00% | −45,218−73.8% | 減碼 |
| US Bancorp | 16,286 | $171.3 萬 | 0.00% | −457−2.7% | 減碼 |
| Quadrant Capital Group LLC | 16,431 | $172.8 萬 | 0.06% | −605−3.6% | 減碼 |
| Stifel Financial Corp | 16,430 | $172.8 萬 | 0.00% | +476+3.0% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 16,478 | $173.3 萬 | 0.02% | +1,955+13.5% | 加碼 |
| ISAM Funds (UK) Ltd | 16,850 | $177.2 萬 | 0.39% | +16,850 | 新進 |
| State of Michigan Retirement System | 17,141 | $180.3 萬 | 0.01% | +900+5.5% | 加碼 |
| Jackson Creek Investment Advisors LLC | 17,306 | $182.0 萬 | 0.49% | +2,286+15.2% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,336 | $192.8 萬 | 0.01% | +2,068+12.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 18,714 | $196.8 萬 | 0.02% | +18,714 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $197.7 萬 | 0.00% | −90.0% | 減碼 |
| Nisa Investment Advisors, LLC | 19,118 | $201.8 萬 | 0.01% | +511+2.7% | 加碼 |
| Kennedy Capital Management, Inc. | 19,425 | $204.3 萬 | 0.05% | +5,757+42.1% | 加碼 |
| Voya Investment Management LLC | 19,446 | $204.5 萬 | 0.00% | −45,064−69.9% | 減碼 |
| First National Bank of Omaha | 19,618 | $206.3 萬 | 0.13% | −1,013−4.9% | 減碼 |
| Jane Street Group, LLC | 19,632 | $206.5 萬 | 0.00% | −30,245−60.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 19,819 | $208.4 萬 | 0.01% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 20,004 | $210.4 萬 | 0.03% | +12,472+165.6% | 加碼 |
| Louisiana State Employees Retirement System | 20,100 | $211.4 萬 | 0.04% | +1,000+5.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 20,403 | $214.6 萬 | 0.13% | −409−2.0% | 減碼 |
| Truist Financial Corp | 20,426 | $214.8 萬 | 0.00% | +97+0.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 19,540 | $215.6 萬 | 0.00% | +207+1.1% | 加碼 |
| Pathstone Holdings, LLC | 21,121 | $222.3 萬 | 0.01% | +10,455+98.0% | 加碼 |
| Arizona State Retirement System | 21,190 | $222.8 萬 | 0.01% | +442+2.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 21,197 | $222.9 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 21,280 | $223.8 萬 | 0.07% | +992+4.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 21,315 | $224.1 萬 | 0.14% | +11,996+128.7% | 加碼 |
| Johnson Investment Counsel Inc | 21,491 | $226.0 萬 | 0.02% | +41+0.2% | 加碼 |
| Diversified Portfolios, Inc. | 21,613 | $227.3 萬 | 0.22% | +70.0% | 加碼 |
| Cerity Partners LLC | 22,027 | $231.6 萬 | 0.00% | +3,099+16.4% | 加碼 |
| Old National Bancorp | 22,834 | $240.1 萬 | 0.04% | +100+0.4% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $241.2 萬 | 0.05% | +15,682+216.3% | 加碼 |
| State of Tennessee, Treasury Department | 23,243 | $244.4 萬 | 0.01% | +3,286+16.5% | 加碼 |
| Guggenheim Capital LLC | 23,500 | $247.1 萬 | 0.02% | +327+1.4% | 加碼 |
| Yousif Capital Management, LLC | 23,933 | $251.7 萬 | 0.03% | +650+2.8% | 加碼 |
| SJS Investment Consulting Inc. | 23,995 | $252.3 萬 | 0.40% | −23,266−49.2% | 減碼 |
| Petiole USA ltd | 24,122 | $253.7 萬 | 1.79% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 24,850 | $261.3 萬 | 0.12% | +24,850 | 新進 |
| Friday Financial | 24,904 | $261.9 萬 | 1.33% | +1,137+4.8% | 加碼 |
| Russell Investments Group, Ltd. | 25,458 | $267.7 萬 | 0.00% | −1,225−4.6% | 減碼 |
| Ensign Peak Advisors, Inc | 25,824 | $271.6 萬 | 0.00% | +8,945+53.0% | 加碼 |
| NFJ Investment Group, LLC | 26,036 | $273.8 萬 | 0.10% | −2,032−7.2% | 減碼 |
| Buckingham Strategic Partners | 26,087 | $274.3 萬 | 0.04% | +986+3.9% | 加碼 |
| PMC FIG Opportunities LLC | 27,228 | $286.3 萬 | 4.26% | +7,228+36.1% | 加碼 |
| Elizabeth Park Capital Advisors, Ltd. | 29,302 | $308.1 萬 | 2.76% | −1,155−3.8% | 減碼 |
| Mariner, LLC | 29,754 | $312.9 萬 | 0.00% | −1,058−3.4% | 減碼 |
| Magnetar Financial LLC | 29,935 | $314.8 萬 | 0.02% | +29,935 | 新進 |
| Janus Henderson Group PLC | 31,012 | $326.2 萬 | 0.00% | −17,315−35.8% | 減碼 |
| Intech Investment Management LLC | 31,098 | $327.0 萬 | 0.03% | −3,454−10.0% | 減碼 |
| Amalgamated Bank | 31,259 | $328.7 萬 | 0.03% | +1,310+4.4% | 加碼 |
| OP Asset Management Ltd | 31,830 | $334.7 萬 | 0.05% | +16,021+101.3% | 加碼 |
| Interval Partners, LP | 32,544 | $342.2 萬 | 0.08% | +21,798+202.8% | 加碼 |
| LPL Financial LLC | 32,609 | $342.9 萬 | 0.00% | +7,505+29.9% | 加碼 |
| Natixis Advisors, L.P. | 32,731 | $344.2 萬 | 0.01% | +2,341+7.7% | 加碼 |
| Comerica Bank | 34,844 | $366.4 萬 | 0.01% | +1,351+4.0% | 加碼 |
| Edgestream Partners, L.P. | 35,296 | $371.2 萬 | 0.10% | −61,222−63.4% | 減碼 |
| Fieldview Capital Management, LLC | 37,721 | $396.7 萬 | 0.60% | +5,910+18.6% | 加碼 |
| Commerce Bank | 38,950 | $409.6 萬 | 0.02% | 00.0% | 不變 |
| Roubaix Capital, LLC | 39,194 | $412.2 萬 | 1.98% | +39,194 | 新進 |