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
2026 年第 1 季 13F 持有人
Umb Financial Corp 在 2026/3/31 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
- 455
- 較 2025 年第 4 季 +50 家
- 持有股數
- 6,986 萬
- 較 2025 年第 4 季 +743.4 萬 (+11.9%)
- 總市值
- $78.8 億
- 較 2025 年第 4 季 +$6.97 億 (+9.7%)
- 新進機構
- 76
- 另有 161 家加碼
- 清倉機構
- 26
- 另有 149 家減碼
另有 8 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanibel Captiva Trust Company, Inc. | 4,768 | $53.8 萬 | 0.02% | −95−2.0% | 減碼 |
| ISAM Funds (UK) Ltd | 4,862 | $54.8 萬 | 0.27% | +4,862 | 新進 |
| KLCM Advisors, Inc. | 4,878 | $55.0 萬 | 0.05% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 4,909 | $55.4 萬 | 0.00% | +1,429+41.1% | 加碼 |
| Financial Advisory Service, Inc. | 4,965 | $56.0 萬 | 0.03% | −3−0.1% | 減碼 |
| Whelan Financial | 5,008 | $56.5 萬 | 0.18% | +10.0% | 加碼 |
| Hamilton Capital Partners Inc. | 5,015 | $56.6 萬 | 0.02% | 00.0% | 不變 |
| Keybank National Association | 5,071 | $57.2 萬 | 0.00% | −69−1.3% | 減碼 |
| Tributary Capital Management, LLC | 5,072 | $57.2 萬 | 0.06% | −124,458−96.1% | 減碼 |
| Evergreen Capital Management LLC | 5,085 | $57.5 萬 | 0.01% | +1,066+26.5% | 加碼 |
| Balyasny Asset Management LLC | 5,120 | $57.7 萬 | 0.00% | −416,945−98.8% | 減碼 |
| CenterBook Partners LP | 5,215 | $58.8 萬 | 0.03% | −6,603−55.9% | 減碼 |
| Securian Asset Management, Inc | 5,263 | $59.4 萬 | 0.02% | +128+2.5% | 加碼 |
| EP Wealth Advisors, LLC | 5,318 | $60.0 萬 | 0.00% | +137+2.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,486 | $61.9 萬 | 0.00% | 00.0% | 不變 |
| HighTower Advisors, LLC | 5,506 | $62.1 萬 | 0.00% | −350−6.0% | 減碼 |
| Kerr Financial Planning Corp | 5,224 | $65.5 萬 | 0.81% | +5,021+2,473.4% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,900 | $66.5 萬 | 0.00% | +1,077+22.3% | 加碼 |
| Man Group plc | 6,189 | $69.8 萬 | 0.00% | +419+7.3% | 加碼 |
| Fiduciary Trust Co | 6,218 | $70.1 萬 | 0.01% | −1,423−18.6% | 減碼 |
| Hantz Financial Services, Inc. | 6,236 | $70.3 萬 | 0.01% | +4,169+201.7% | 加碼 |
| Fox Run Management, L.L.C. | 6,409 | $70.5 萬 | 0.12% | +6,409 | 新進 |
| Cambria Investment Management, L.P. | 6,264 | $70.7 萬 | 0.04% | +702+12.6% | 加碼 |
| Martingale Asset Management L P | 6,506 | $73.4 萬 | 0.02% | +6,506 | 新進 |
| Skopos Labs, Inc. | 6,646 | $75.0 萬 | 0.02% | +6,646 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 6,782 | $76.5 萬 | 0.02% | −164−2.4% | 減碼 |
| M&T Bank Corp | 6,832 | $77.0 萬 | 0.00% | −346−4.8% | 減碼 |
| CIBC Bancorp USA Inc. | 7,007 | $79.0 萬 | 0.00% | +7,007 | 新進 |
| State of Alaska, Department of Revenue | 7,136 | $80.4 萬 | 0.01% | 00.0% | 不變 |
| First Citizens Bank & Trust Co | 7,272 | $82.0 萬 | 0.02% | +125+1.7% | 加碼 |
| PMC FIG Opportunities LLC | 7,302 | $82.4 萬 | 1.28% | +7,302 | 新進 |
| Kavar Capital Partners Group, LLC | 7,402 | $83.5 萬 | 0.10% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 7,433 | $83.8 萬 | 0.03% | −754−9.2% | 減碼 |
| Teacher Retirement System of Texas | 7,434 | $83.8 萬 | 0.00% | −4,167−35.9% | 減碼 |
| Bank of Montreal | 7,597 | $85.7 萬 | 0.00% | +547+7.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,651 | $86.3 萬 | 0.00% | −2,098−21.5% | 減碼 |
| Colony Group, LLC | 7,787 | $87.8 萬 | 0.00% | +971+14.2% | 加碼 |
| Truist Financial Corp | 8,095 | $91.3 萬 | 0.00% | +119+1.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,236 | $92.9 萬 | 0.00% | −569−6.5% | 減碼 |
| RSM US Wealth Management LLC | 8,337 | $94.4 萬 | 0.01% | +786+10.4% | 加碼 |
| IHT Wealth Management, LLC | 8,379 | $94.5 萬 | 0.02% | +10.0% | 加碼 |
| Pacer Advisors, Inc. | 8,479 | $95.6 萬 | 0.00% | −62−0.7% | 減碼 |
| Accredited Investors Inc. | 8,489 | $95.7 萬 | 0.05% | −1,450−14.6% | 減碼 |
| Sterling Capital Management LLC | 8,657 | $97.6 萬 | 0.02% | −2,111−19.6% | 減碼 |
| Ieq Capital, LLC | 8,875 | $100.1 萬 | 0.00% | −2,773−23.8% | 減碼 |
| Entropy Technologies, LP | 8,962 | $101.1 萬 | 0.05% | +8,962 | 新進 |
| State Board of Administration of Florida Retirement System | 9,869 | $111.3 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 10,159 | $114.6 萬 | 0.00% | +34+0.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 10,218 | $115.2 萬 | 0.01% | +830+8.8% | 加碼 |
| Xponance, Inc. | 10,278 | $115.9 萬 | 0.01% | +1,447+16.4% | 加碼 |
| GWM Advisors LLC | 10,440 | $117.8 萬 | 0.00% | +727+7.5% | 加碼 |
| Fourthstone LLC | 10,500 | $118.4 萬 | 0.20% | +10,500 | 新進 |
| Atwood & Palmer Inc | 10,729 | $121.0 萬 | 0.07% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 10,999 | $124.1 萬 | 0.15% | +40.0% | 加碼 |
| Bridgeway Capital Management, LLC | 11,005 | $124.1 萬 | 0.02% | +11,005 | 新進 |
| Hancock Whitney Corp | 10,263 | $129.5 萬 | 0.02% | +619+6.4% | 加碼 |
| Cetera Investment Advisers | 11,497 | $129.7 萬 | 0.00% | −498−4.2% | 減碼 |
| JustInvest LLC | 12,099 | $136.5 萬 | 0.01% | +6,029+99.3% | 加碼 |
| Pictet Asset Management Holding SA | 12,280 | $138.5 萬 | 0.00% | +860+7.5% | 加碼 |
| Voya Investment Management LLC | 12,354 | $139.3 萬 | 0.00% | −489−3.8% | 減碼 |
| Steele Capital Management, Inc. | 12,371 | $140.1 萬 | 0.06% | +40.0% | 加碼 |
| Brinker Capital Investments, LLC | 12,688 | $143.1 萬 | 0.01% | −427−3.3% | 減碼 |
| HSBC Holdings PLC | 13,355 | $150.6 萬 | 0.00% | +9,932+290.2% | 加碼 |
| Angel Oak Capital Advisors, LLC | 13,600 | $153.4 萬 | 1.70% | 00.0% | 不變 |
| US Bancorp | 13,737 | $154.9 萬 | 0.00% | −1,813−11.7% | 減碼 |
| Farther Finance Advisors, LLC | 13,554 | $155.4 萬 | 0.01% | −14−0.1% | 減碼 |
| New Mexico Educational Retirement Board | 13,900 | $156.8 萬 | 0.05% | 00.0% | 不變 |
| Prudential Financial Inc | 14,291 | $161.2 萬 | 0.00% | −11,960−45.6% | 減碼 |
| CWM, LLC | 14,434 | $162.8 萬 | 0.00% | +560+4.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 14,616 | $164.9 萬 | 0.02% | +400+2.8% | 加碼 |
| Interval Partners, LP | 15,046 | $169.7 萬 | 0.06% | +15,046 | 新進 |
| Atria Investments LLC | 15,356 | $173.2 萬 | 0.02% | −1,446−8.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,996 | $180.4 萬 | 0.03% | +22+0.1% | 加碼 |
| KLP Kapitalforvaltning AS | 16,695 | $188.9 萬 | 0.01% | −400−2.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 16,857 | $190.1 萬 | 0.04% | +16,857 | 新進 |
| State of Michigan Retirement System | 17,141 | $193.3 萬 | 0.01% | +300+1.8% | 加碼 |
| Intech Investment Management LLC | 17,594 | $198.4 萬 | 0.02% | −12,848−42.2% | 減碼 |
| Quadrant Capital Group LLC | 17,777 | $200.5 萬 | 0.06% | +89+0.5% | 加碼 |
| Diversified Portfolios, Inc. | 17,883 | $201.7 萬 | 0.17% | −3,223−15.3% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,890 | $201.8 萬 | 0.01% | +23+0.1% | 加碼 |
| Old National Bancorp | 18,030 | $203.4 萬 | 0.03% | −2,542−12.4% | 減碼 |
| Royal Bank of Canada | 18,591 | $209.8 萬 | 0.00% | −15,147−44.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 19,158 | $216.1 萬 | 0.07% | +69+0.4% | 加碼 |
| Paragon Capital Management LLC | 19,272 | $217.4 萬 | 1.08% | 00.0% | 不變 |
| First National Bank of Omaha | 19,701 | $219.7 萬 | 0.07% | −9,181−31.8% | 減碼 |
| Picton Mahoney Asset Management | 19,526 | $220.2 萬 | 0.02% | +19,526 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 19,936 | $224.9 萬 | 0.02% | −40.0% | 減碼 |
| Boothbay Fund Management, LLC | 20,087 | $226.6 萬 | 0.05% | +20,087 | 新進 |
| Vanguard Investments Australia, Ltd. | 20,136 | $227.1 萬 | 0.01% | +20,136 | 新進 |
| Great Lakes Advisors, LLC | 20,211 | $228.0 萬 | 0.02% | −1,195−5.6% | 減碼 |
| Allianz Asset Management GmbH | 20,571 | $232.0 萬 | 0.00% | −39,952−66.0% | 減碼 |
| Louisiana State Employees Retirement System | 20,700 | $233.5 萬 | 0.04% | +900+4.5% | 加碼 |
| State of New Jersey Common Pension Fund D | 20,705 | $233.5 萬 | 0.01% | 00.0% | 不變 |
| SG Americas Securities, LLC | 20,784 | $234.4 萬 | 0.00% | +8,013+62.7% | 加碼 |
| Arizona State Retirement System | 20,863 | $235.3 萬 | 0.01% | −191−0.9% | 減碼 |
| Yousif Capital Management, LLC | 20,872 | $235.4 萬 | 0.03% | −1,250−5.7% | 減碼 |
| Bayview Asset Management, LLC | 20,968 | $236.5 萬 | 1.97% | +10,968+109.7% | 加碼 |
| Stifel Financial Corp | 21,026 | $237.2 萬 | 0.00% | +1,420+7.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 21,197 | $239.1 萬 | 0.02% | 00.0% | 不變 |
| Guggenheim Capital LLC | 21,692 | $244.7 萬 | 0.02% | +656+3.1% | 加碼 |