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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 11,005 | $124.1 萬 | 0.02% | +11,005 | 新進 |
| SJS Investment Consulting Inc. | 10,999 | $124.1 萬 | 0.15% | +40.0% | 加碼 |
| Atwood & Palmer Inc | 10,729 | $121.0 萬 | 0.07% | 00.0% | 不變 |
| Fourthstone LLC | 10,500 | $118.4 萬 | 0.20% | +10,500 | 新進 |
| GWM Advisors LLC | 10,440 | $117.8 萬 | 0.00% | +727+7.5% | 加碼 |
| Xponance, Inc. | 10,278 | $115.9 萬 | 0.01% | +1,447+16.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 10,218 | $115.2 萬 | 0.01% | +830+8.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 10,159 | $114.6 萬 | 0.00% | +34+0.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 9,869 | $111.3 萬 | 0.00% | 00.0% | 不變 |
| Entropy Technologies, LP | 8,962 | $101.1 萬 | 0.05% | +8,962 | 新進 |
| Ieq Capital, LLC | 8,875 | $100.1 萬 | 0.00% | −2,773−23.8% | 減碼 |
| Sterling Capital Management LLC | 8,657 | $97.6 萬 | 0.02% | −2,111−19.6% | 減碼 |
| Accredited Investors Inc. | 8,489 | $95.7 萬 | 0.05% | −1,450−14.6% | 減碼 |
| Pacer Advisors, Inc. | 8,479 | $95.6 萬 | 0.00% | −62−0.7% | 減碼 |
| IHT Wealth Management, LLC | 8,379 | $94.5 萬 | 0.02% | +10.0% | 加碼 |
| RSM US Wealth Management LLC | 8,337 | $94.4 萬 | 0.01% | +786+10.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,236 | $92.9 萬 | 0.00% | −569−6.5% | 減碼 |
| Truist Financial Corp | 8,095 | $91.3 萬 | 0.00% | +119+1.5% | 加碼 |
| Colony Group, LLC | 7,787 | $87.8 萬 | 0.00% | +971+14.2% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 7,651 | $86.3 萬 | 0.00% | −2,098−21.5% | 減碼 |
| Bank of Montreal | 7,597 | $85.7 萬 | 0.00% | +547+7.8% | 加碼 |
| Teacher Retirement System of Texas | 7,434 | $83.8 萬 | 0.00% | −4,167−35.9% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 7,433 | $83.8 萬 | 0.03% | −754−9.2% | 減碼 |
| Kavar Capital Partners Group, LLC | 7,402 | $83.5 萬 | 0.10% | 00.0% | 不變 |
| PMC FIG Opportunities LLC | 7,302 | $82.4 萬 | 1.28% | +7,302 | 新進 |
| First Citizens Bank & Trust Co | 7,272 | $82.0 萬 | 0.02% | +125+1.7% | 加碼 |
| State of Alaska, Department of Revenue | 7,136 | $80.4 萬 | 0.01% | 00.0% | 不變 |
| CIBC Bancorp USA Inc. | 7,007 | $79.0 萬 | 0.00% | +7,007 | 新進 |
| M&T Bank Corp | 6,832 | $77.0 萬 | 0.00% | −346−4.8% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,782 | $76.5 萬 | 0.02% | −164−2.4% | 減碼 |
| Skopos Labs, Inc. | 6,646 | $75.0 萬 | 0.02% | +6,646 | 新進 |
| Martingale Asset Management L P | 6,506 | $73.4 萬 | 0.02% | +6,506 | 新進 |
| Cambria Investment Management, L.P. | 6,264 | $70.7 萬 | 0.04% | +702+12.6% | 加碼 |
| Fox Run Management, L.L.C. | 6,409 | $70.5 萬 | 0.12% | +6,409 | 新進 |
| Hantz Financial Services, Inc. | 6,236 | $70.3 萬 | 0.01% | +4,169+201.7% | 加碼 |
| Fiduciary Trust Co | 6,218 | $70.1 萬 | 0.01% | −1,423−18.6% | 減碼 |
| Man Group plc | 6,189 | $69.8 萬 | 0.00% | +419+7.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,900 | $66.5 萬 | 0.00% | +1,077+22.3% | 加碼 |
| Kerr Financial Planning Corp | 5,224 | $65.5 萬 | 0.81% | +5,021+2,473.4% | 加碼 |
| HighTower Advisors, LLC | 5,506 | $62.1 萬 | 0.00% | −350−6.0% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,486 | $61.9 萬 | 0.00% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 5,318 | $60.0 萬 | 0.00% | +137+2.6% | 加碼 |
| Securian Asset Management, Inc | 5,263 | $59.4 萬 | 0.02% | +128+2.5% | 加碼 |
| CenterBook Partners LP | 5,215 | $58.8 萬 | 0.03% | −6,603−55.9% | 減碼 |
| Balyasny Asset Management LLC | 5,120 | $57.7 萬 | 0.00% | −416,945−98.8% | 減碼 |
| Evergreen Capital Management LLC | 5,085 | $57.5 萬 | 0.01% | +1,066+26.5% | 加碼 |
| Tributary Capital Management, LLC | 5,072 | $57.2 萬 | 0.06% | −124,458−96.1% | 減碼 |
| Keybank National Association | 5,071 | $57.2 萬 | 0.00% | −69−1.3% | 減碼 |
| Hamilton Capital Partners Inc. | 5,015 | $56.6 萬 | 0.02% | 00.0% | 不變 |
| Whelan Financial | 5,008 | $56.5 萬 | 0.18% | +10.0% | 加碼 |
| Financial Advisory Service, Inc. | 4,965 | $56.0 萬 | 0.03% | −3−0.1% | 減碼 |
| Swiss Life Asset Management Ltd | 4,909 | $55.4 萬 | 0.00% | +1,429+41.1% | 加碼 |
| KLCM Advisors, Inc. | 4,878 | $55.0 萬 | 0.05% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 4,862 | $54.8 萬 | 0.27% | +4,862 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 4,768 | $53.8 萬 | 0.02% | −95−2.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 4,460 | $51.3 萬 | 0.00% | −12,669−74.0% | 減碼 |
| Alps Advisors Inc | 4,490 | $50.6 萬 | 0.00% | +4,490 | 新進 |
| Merit Financial Group, LLC | 4,356 | $49.1 萬 | 0.00% | +107+2.5% | 加碼 |
| Nisa Investment Advisors, LLC | 4,321 | $48.9 萬 | 0.00% | −14,555−77.1% | 減碼 |
| WealthPlan Investment Management, LLC | 4,270 | $48.2 萬 | 0.03% | −195−4.4% | 減碼 |
| Stembrook Asset Management, LLC | 4,269 | $48.2 萬 | 0.47% | 00.0% | 不變 |
| Signaturefd, LLC | 4,251 | $47.9 萬 | 0.01% | +86+2.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,234 | $47.8 萬 | 0.00% | −2,117−33.3% | 減碼 |
| Farmers & Merchants Investments Inc | 4,058 | $45.8 萬 | 0.01% | 00.0% | 不變 |
| Amundi | 4,027 | $45.4 萬 | 0.00% | +1,937+92.7% | 加碼 |
| Connable Office Inc | 4,002 | $45.1 萬 | 0.04% | −730−15.4% | 減碼 |
| Commonwealth Equity Services, LLC | 3,937 | $44.4 萬 | 0.00% | +29+0.7% | 加碼 |
| Park Avenue Securities LLC | 3,914 | $44.1 萬 | 0.00% | −438−10.1% | 減碼 |
| Papp L Roy & Associates | 3,900 | $44.0 萬 | 0.05% | −130−3.2% | 減碼 |
| DnB Asset Management AS | 3,828 | $43.2 萬 | 0.00% | +3,828 | 新進 |
| Tower Research Capital LLC (TRC) | 3,814 | $43.0 萬 | 0.01% | +748+24.4% | 加碼 |
| N.E.W. Advisory Services LLC | 3,808 | $43.0 萬 | 0.03% | +9+0.2% | 加碼 |
| Trust Point Inc. | 3,806 | $42.9 萬 | 0.04% | −597−13.6% | 減碼 |
| Spirepoint Private Client, LLC | 3,752 | $42.3 萬 | 0.04% | +1,051+38.9% | 加碼 |
| Whalen Wealth Management Inc. | 3,739 | $42.2 萬 | 0.23% | +3,739 | 新進 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,650 | $41.2 萬 | 0.17% | +1,250+52.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,650 | $41.2 萬 | 0.00% | +3,650 | 新進 |
| Abel Hall, LLC | 3,603 | $40.6 萬 | 0.09% | −761−17.4% | 減碼 |
| GTS Securities LLC | 3,577 | $40.3 萬 | 0.01% | +3,577 | 新進 |
| Vestcor Inc | 3,567 | $40.2 萬 | 0.01% | +3,567 | 新進 |
| Rockefeller Capital Management L.P. | 3,471 | $39.2 萬 | 0.00% | +1,843+113.2% | 加碼 |
| Profund Advisors LLC | 3,466 | $39.1 萬 | 0.01% | −417−10.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,444 | $38.8 萬 | 0.00% | −2,980−46.4% | 減碼 |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $38.2 萬 | 0.19% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 3,265 | $36.8 萬 | 0.00% | −130−3.8% | 減碼 |
| Oppenheimer & Co Inc | 3,263 | $36.8 萬 | 0.00% | −50−1.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 3,250 | $36.7 萬 | 0.01% | −890−21.5% | 減碼 |
| First Community Trust NA | 3,180 | $35.9 萬 | 0.26% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 3,137 | $35.4 萬 | 0.05% | +3,137 | 新進 |
| Mercer Global Advisors Inc | 3,096 | $34.9 萬 | 0.00% | +533+20.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,096 | $34.9 萬 | 0.00% | +186+6.4% | 加碼 |
| Flywheel Private Wealth LLC | 3,000 | $33.8 萬 | 0.19% | +3,000 | 新進 |
| United Capital Financial Advisers, LLC | 2,927 | $33.0 萬 | 0.00% | +1,083+58.7% | 加碼 |
| Avantax Planning Partners, Inc. | 2,916 | $32.9 萬 | 0.01% | +930+46.8% | 加碼 |
| Persistent Asset Partners Ltd | 2,879 | $32.5 萬 | 0.13% | +2,879 | 新進 |
| Mount Yale Investment Advisors, LLC | 2,872 | $32.4 萬 | 0.01% | +2,872 | 新進 |
| Ashton Thomas Private Wealth, LLC | 2,858 | $32.2 萬 | 0.01% | +778+37.4% | 加碼 |
| Ethic Inc. | 2,851 | $32.2 萬 | 0.01% | −104−3.5% | 減碼 |
| Integrated Investment Consultants, LLC | 2,835 | $32.0 萬 | 0.07% | −124−4.2% | 減碼 |
| High Net Worth Advisory Group LLC | 2,802 | $31.6 萬 | 0.07% | 00.0% | 不變 |