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 4 季 13F 持有人
Umb Financial Corp 在 2025/12/31 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
- 413
- 較 2025 年第 3 季 +15 家
- 持有股數
- 7,096 萬
- 較 2025 年第 3 季 +183.9 萬 (+2.7%)
- 總市值
- $81.7 億
- 較 2025 年第 3 季 −$1,315 萬 (−0.2%)
- 新進機構
- 50
- 另有 128 家加碼
- 清倉機構
- 35
- 另有 160 家減碼
另有 7 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 | 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 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pinney & Scofield, Inc. | 1,346 | $15.5 萬 | 0.09% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,373 | $15.8 萬 | 0.01% | +221+19.2% | 加碼 |
| AdvisorNet Financial, Inc | 1,374 | $15.8 萬 | 0.01% | +29+2.2% | 加碼 |
| Rockefeller Capital Management L.P. | 1,628 | $18.7 萬 | 0.00% | +770+89.7% | 加碼 |
| State of Wyoming | 1,666 | $19.2 萬 | 0.02% | −2,949−63.9% | 減碼 |
| Elevated Capital Advisors, LLC | 1,667 | $19.2 萬 | 0.04% | +1,667 | 新進 |
| Aprio Wealth Management, LLC | 1,812 | $20.8 萬 | 0.01% | +1,812 | 新進 |
| Brevan Howard Capital Management LP | 1,821 | $20.9 萬 | 0.00% | +1,821 | 新進 |
| JNBA Financial Advisors | 1,841 | $21.2 萬 | 0.02% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 1,844 | $21.2 萬 | 0.00% | +98+5.6% | 加碼 |
| Ritholtz Wealth Management | 1,846 | $21.2 萬 | 0.00% | +3+0.2% | 加碼 |
| Ellenbecker Investment Group | 1,874 | $21.6 萬 | 0.03% | 00.0% | 不變 |
| Bridgewealth Advisory Group, LLC | 1,938 | $22.3 萬 | 0.05% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 1,974 | $22.7 萬 | 0.00% | +8+0.4% | 加碼 |
| Avantax Planning Partners, Inc. | 1,986 | $22.8 萬 | 0.01% | −254−11.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,002 | $23.1 萬 | 0.01% | −218−9.8% | 減碼 |
| Panagora Asset Management Inc | 2,032 | $23.4 萬 | 0.00% | 00.0% | 不變 |
| National Asset Management, Inc. | 2,035 | $23.4 萬 | 0.01% | −13−0.6% | 減碼 |
| Janney Montgomery Scott LLC | 2,045 | $23.5 萬 | 0.00% | −47−2.2% | 減碼 |
| Hantz Financial Services, Inc. | 2,067 | $23.8 萬 | 0.00% | +623+43.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 2,080 | $24.0 萬 | 0.01% | +64+3.2% | 加碼 |
| Amundi | 2,090 | $24.0 萬 | 0.00% | +2,090 | 新進 |
| Equitable Holdings, Inc. | 2,134 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 2,140 | $24.6 萬 | 0.00% | −214−9.1% | 減碼 |
| HighPoint Advisor Group LLC | 2,163 | $24.9 萬 | 0.01% | −113−5.0% | 減碼 |
| Regions Financial Corp | 2,167 | $24.9 萬 | 0.00% | −47−2.1% | 減碼 |
| KBC Group NV | 2,234 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| CIBC Asset Management Inc | 2,278 | $26.2 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 2,320 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Keating Financial Advisory Services, Inc. | 2,365 | $27.2 萬 | 0.04% | +2,365 | 新進 |
| Greenleaf Trust | 2,368 | $27.2 萬 | 0.00% | −32−1.3% | 減碼 |
| Assetmark, Inc | 2,393 | $27.5 萬 | 0.00% | −341−12.5% | 減碼 |
| Coldstream Capital Management Inc | 2,395 | $27.6 萬 | 0.00% | −806−25.2% | 減碼 |
| 1832 Asset Management L.P. | 2,398 | $27.6 萬 | 0.00% | −24,002−90.9% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,400 | $27.6 萬 | 0.10% | +500+26.3% | 加碼 |
| Shelton Capital Management | 2,414 | $27.8 萬 | 0.01% | 00.0% | 不變 |
| PCM Encore, LLC | 2,431 | $28.0 萬 | 0.06% | +2,431 | 新進 |
| Mercer Global Advisors Inc | 2,563 | $29.5 萬 | 0.00% | +102+4.1% | 加碼 |
| Resources Investment Advisors, LLC. | 2,620 | $30.1 萬 | 0.00% | −290−10.0% | 減碼 |
| High Note Wealth, LLC | 2,623 | $30.2 萬 | 0.06% | −19−0.7% | 減碼 |
| Spirepoint Private Client, LLC | 2,701 | $31.1 萬 | 0.03% | +2,701 | 新進 |
| Forum Financial Management, LP | 2,722 | $31.3 萬 | 0.00% | +3+0.1% | 加碼 |
| MQS Management LLC | 2,789 | $32.1 萬 | 0.19% | −198−6.6% | 減碼 |
| Kornitzer Capital Management Inc | 2,800 | $32.2 萬 | 0.01% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,802 | $32.2 萬 | 0.07% | +10.0% | 加碼 |
| Jane Street Group, LLC | 2,807 | $32.3 萬 | 0.00% | −69,321−96.1% | 減碼 |
| ETF Store, Inc. | 2,908 | $33.5 萬 | 0.34% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 2,910 | $33.5 萬 | 0.00% | +108+3.9% | 加碼 |
| Moors & Cabot, Inc. | 2,943 | $33.9 萬 | 0.01% | +300+11.4% | 加碼 |
| Ethic Inc. | 2,955 | $34.0 萬 | 0.01% | −371−11.2% | 減碼 |
| Integrated Investment Consultants, LLC | 2,959 | $34.0 萬 | 0.07% | −10.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,066 | $35.3 萬 | 0.01% | +340+12.5% | 加碼 |
| First Community Trust NA | 3,180 | $36.6 萬 | 0.27% | −550−14.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 3,210 | $36.9 萬 | 0.00% | −458−12.5% | 減碼 |
| Oppenheimer & Co Inc | 3,313 | $38.1 萬 | 0.01% | 00.0% | 不變 |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $39.0 萬 | 0.19% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 3,395 | $39.1 萬 | 0.00% | −1,403−29.2% | 減碼 |
| HSBC Holdings PLC | 3,423 | $39.4 萬 | 0.00% | −148−4.1% | 減碼 |
| Swiss Life Asset Management Ltd | 3,480 | $40.0 萬 | 0.00% | +35+1.0% | 加碼 |
| First National Advisers, LLC | 3,569 | $41.1 萬 | 0.06% | −173−4.6% | 減碼 |
| Optimize Financial Inc | 3,679 | $42.3 萬 | 0.21% | +52+1.4% | 加碼 |
| Two Sigma Securities, LLC | 3,752 | $43.2 萬 | 0.06% | +1,490+65.9% | 加碼 |
| MML Investors Services, LLC | 3,770 | $43.4 萬 | 0.00% | −151−3.9% | 減碼 |
| N.E.W. Advisory Services LLC | 3,799 | $43.7 萬 | 0.03% | 00.0% | 不變 |
| Profund Advisors LLC | 3,883 | $44.7 萬 | 0.01% | +10.0% | 加碼 |
| Commonwealth Equity Services, LLC | 3,908 | $45.0 萬 | 0.00% | +129+3.4% | 加碼 |
| Papp L Roy & Associates | 4,030 | $46.4 萬 | 0.05% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 4,019 | $46.4 萬 | 0.01% | −603−13.0% | 減碼 |
| Farmers & Merchants Investments Inc | 4,058 | $46.7 萬 | 0.01% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 4,140 | $47.6 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 4,165 | $47.9 萬 | 0.01% | +144+3.6% | 加碼 |
| Merit Financial Group, LLC | 4,249 | $48.9 萬 | 0.00% | −113−2.6% | 減碼 |
| Stembrook Asset Management, LLC | 4,269 | $49.1 萬 | 0.46% | +4,269 | 新進 |
| Verdence Capital Advisors LLC | 4,342 | $50.0 萬 | 0.03% | +252+6.2% | 加碼 |
| Park Avenue Securities LLC | 4,352 | $50.1 萬 | 0.00% | −27−0.6% | 減碼 |
| Abel Hall, LLC | 4,364 | $50.2 萬 | 0.12% | +2,653+155.1% | 加碼 |
| Trust Point Inc. | 4,403 | $50.7 萬 | 0.04% | −115−2.5% | 減碼 |
| WealthPlan Investment Management, LLC | 4,465 | $51.4 萬 | 0.03% | −462−9.4% | 減碼 |
| Mackenzie Financial Corp | 4,556 | $53.1 萬 | 0.00% | +4,556 | 新進 |
| Connable Office Inc | 4,732 | $54.4 萬 | 0.05% | −119−2.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,823 | $55.0 萬 | 0.00% | +1,701+54.5% | 加碼 |
| CIBC World Markets Corp | 4,811 | $55.3 萬 | 0.00% | +4,811 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $55.9 萬 | 0.02% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 4,878 | $56.1 萬 | 0.05% | 00.0% | 不變 |
| Financial Advisory Service, Inc. | 4,968 | $57.1 萬 | 0.04% | −134−2.6% | 減碼 |
| Whelan Financial | 5,007 | $57.6 萬 | 0.18% | +10.0% | 加碼 |
| Hamilton Capital Partners Inc. | 5,015 | $57.7 萬 | 0.02% | +341+7.3% | 加碼 |
| Securian Asset Management, Inc | 5,135 | $59.1 萬 | 0.02% | −200−3.7% | 減碼 |
| Keybank National Association | 5,140 | $59.1 萬 | 0.00% | +354+7.4% | 加碼 |
| EP Wealth Advisors, LLC | 5,181 | $59.6 萬 | 0.00% | +5,181 | 新進 |
| Jones Financial Companies LLLP | 5,372 | $61.8 萬 | 0.00% | +258+5.0% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,486 | $63.1 萬 | 0.00% | 00.0% | 不變 |
| Cambria Investment Management, L.P. | 5,562 | $64.0 萬 | 0.04% | +241+4.5% | 加碼 |
| Man Group plc | 5,770 | $66.4 萬 | 0.00% | +5,770 | 新進 |
| HighTower Advisors, LLC | 5,856 | $67.4 萬 | 0.00% | −1,738−22.9% | 減碼 |
| JustInvest LLC | 6,070 | $69.8 萬 | 0.01% | −79−1.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,351 | $73.1 萬 | 0.00% | +2,944+86.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,424 | $73.9 萬 | 0.01% | +112+1.8% | 加碼 |
| Colony Group, LLC | 6,816 | $78.4 萬 | 0.00% | +6,816 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 6,946 | $79.9 萬 | 0.03% | −71−1.0% | 減碼 |