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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 2,800 | $31.6 萬 | 0.01% | 00.0% | 不變 |
| MQS Management LLC | 2,743 | $30.9 萬 | 0.21% | −46−1.6% | 減碼 |
| Savant Capital, LLC | 2,733 | $30.8 萬 | 0.00% | +2,733 | 新進 |
| First National Advisers, LLC | 2,724 | $30.7 萬 | 0.04% | −845−23.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 2,695 | $30.4 萬 | 0.00% | +2,695 | 新進 |
| AlphaGrep UK Ltd | 2,691 | $30.4 萬 | 0.09% | +2,691 | 新進 |
| Aprio Wealth Management, LLC | 2,679 | $30.2 萬 | 0.02% | +867+47.8% | 加碼 |
| Assetmark, Inc | 2,664 | $30.0 萬 | 0.00% | +271+11.3% | 加碼 |
| High Note Wealth, LLC | 2,623 | $29.6 萬 | 0.06% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 2,600 | $29.3 萬 | 0.00% | −5,200−66.7% | 減碼 |
| Coldstream Capital Management Inc | 2,566 | $28.9 萬 | 0.00% | +171+7.1% | 加碼 |
| XTX Topco Ltd | 2,564 | $28.9 萬 | 0.01% | +2,564 | 新進 |
| KBC Group NV | 2,555 | $28.8 萬 | 0.00% | +321+14.4% | 加碼 |
| Moors & Cabot, Inc. | 2,543 | $28.7 萬 | 0.01% | −400−13.6% | 減碼 |
| PCM Encore, LLC | 2,462 | $27.8 萬 | 0.06% | +31+1.3% | 加碼 |
| MML Investors Services, LLC | 2,460 | $27.8 萬 | 0.00% | −1,310−34.7% | 減碼 |
| RMG Wealth Management LLC | 2,109 | $27.5 萬 | 0.03% | +2,109 | 新進 |
| Shelton Capital Management | 2,414 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 2,408 | $27.2 萬 | 0.01% | −22,736−90.4% | 減碼 |
| Marshall Wace, LLP | 2,400 | $27.1 萬 | 0.00% | +2,400 | 新進 |
| Greenleaf Trust | 2,393 | $27.0 萬 | 0.00% | +25+1.1% | 加碼 |
| Harbour Investments, Inc. | 2,376 | $26.8 萬 | 0.00% | +2,373+79,100.0% | 加碼 |
| Keating Financial Advisory Services, Inc. | 2,372 | $26.8 萬 | 0.04% | +7+0.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 2,342 | $26.4 萬 | 0.00% | +2,342 | 新進 |
| Mackenzie Financial Corp | 2,331 | $26.3 萬 | 0.00% | −2,225−48.8% | 減碼 |
| Everence Capital Management Inc | 2,320 | $26.2 萬 | 0.02% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 2,300 | $25.9 萬 | 0.00% | −320−12.2% | 減碼 |
| CTC Alternative Strategies, Ltd. | 2,300 | $25.9 萬 | 0.59% | +2,300 | 新進 |
| Sanctuary Advisors, LLC | 2,299 | $25.9 萬 | 0.00% | +325+16.5% | 加碼 |
| CIBC Asset Management Inc | 2,278 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| First Affirmative Financial Network | 2,272 | $25.6 萬 | 0.10% | +2,272 | 新進 |
| 1832 Asset Management L.P. | 2,268 | $25.6 萬 | 0.00% | −130−5.4% | 減碼 |
| Hillsdale Investment Management Inc. | 2,260 | $25.5 萬 | 0.01% | +2,200+3,666.7% | 加碼 |
| Equitable Holdings, Inc. | 2,134 | $24.5 萬 | 0.00% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 2,156 | $24.3 萬 | 0.00% | +16+0.7% | 加碼 |
| Winton Group Ltd | 2,115 | $23.9 萬 | 0.01% | +2,115 | 新進 |
| Yorktown Management & Research Co Inc | 2,100 | $23.7 萬 | 0.20% | +2,100 | 新進 |
| DRW Securities, LLC | 2,074 | $23.4 萬 | 0.01% | −5,494−72.6% | 減碼 |
| ETF Store, Inc. | 2,058 | $23.2 萬 | 0.23% | −850−29.2% | 減碼 |
| Exchange Traded Concepts, LLC | 2,057 | $23.2 萬 | 0.00% | +718+53.6% | 加碼 |
| Regions Financial Corp | 2,033 | $22.9 萬 | 0.00% | −134−6.2% | 減碼 |
| Panagora Asset Management Inc | 2,032 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 2,010 | $22.8 萬 | 0.01% | +8+0.4% | 加碼 |
| Ritholtz Wealth Management | 1,998 | $22.5 萬 | 0.00% | +152+8.2% | 加碼 |
| Bridgewealth Advisory Group, LLC | 1,938 | $21.9 萬 | 0.05% | 00.0% | 不變 |
| Ellenbecker Investment Group | 1,874 | $21.1 萬 | 0.03% | 00.0% | 不變 |
| Pinney & Scofield, Inc. | 1,841 | $20.8 萬 | 0.11% | +495+36.8% | 加碼 |
| JNBA Financial Advisors | 1,841 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 1,780 | $20.1 萬 | 0.01% | +1,780 | 新進 |
| Elevated Capital Advisors, LLC | 1,667 | $18.8 萬 | 0.05% | 00.0% | 不變 |
| State of Wyoming | 1,528 | $17.2 萬 | 0.02% | −138−8.3% | 減碼 |
| Acropolis Investment Management, LLC | 1,482 | $16.7 萬 | 0.01% | +1,482 | 新進 |
| GAMMA Investing LLC | 1,441 | $16.3 萬 | 0.01% | +68+5.0% | 加碼 |
| Los Angeles Capital Management LLC | 1,396 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,390 | $15.7 萬 | 0.01% | +16+1.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,389 | $15.7 萬 | 0.00% | +297+27.2% | 加碼 |
| Parallel Advisors, LLC | 1,377 | $15.5 萬 | 0.00% | +160+13.1% | 加碼 |
| Advisory Services Network, LLC | 1,298 | $14.6 萬 | 0.00% | +1,298 | 新進 |
| MAI Capital Management | 1,278 | $14.4 萬 | 0.00% | +351+37.9% | 加碼 |
| Allworth Financial LP | 1,134 | $12.8 萬 | 0.00% | +903+390.9% | 加碼 |
| 1620 Investment Advisors, Inc. | 987 | $11.1 萬 | 0.08% | +9+0.9% | 加碼 |
| Hilltop National Bank | 920 | $10.4 萬 | 0.02% | +38+4.3% | 加碼 |
| Versant Capital Management, Inc | 872 | $9.84 萬 | 0.01% | +362+71.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 862 | $9.72 萬 | 0.00% | +437+102.8% | 加碼 |
| Smartleaf Asset Management LLC | 879 | $9.67 萬 | 0.00% | −9−1.0% | 減碼 |
| Marquette Asset Management, LLC | 826 | $9.32 萬 | 0.01% | 00.0% | 不變 |
| Covestor Ltd | 706 | $7.90 萬 | 0.05% | −436−38.2% | 減碼 |
| Trust Co | 670 | $7.56 萬 | 0.01% | 00.0% | 不變 |
| Clarity Asset Management, Inc. | 650 | $7.34 萬 | 0.04% | +2+0.3% | 加碼 |
| Eurizon Capital SGR S.p.A. | 642 | $7.10 萬 | 0.00% | −121−15.9% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 581 | $6.55 萬 | 0.01% | −7−1.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 396 | $4.47 萬 | 0.00% | +17+4.5% | 加碼 |
| Kemnay Advisory Services Inc. | 380 | $4.29 萬 | 0.01% | +146+62.4% | 加碼 |
| Hilton Head Capital Partners, LLC | 365 | $4.12 萬 | 0.02% | +69+23.3% | 加碼 |
| Harbor Capital Advisors, Inc. | 353 | $4.00 萬 | 0.00% | +166+88.8% | 加碼 |
| Wellington-Altus USA Inc. | 265 | $3.78 萬 | 0.02% | +56+26.8% | 加碼 |
| Nomura Asset Management Co Ltd | 300 | $3.38 萬 | 0.00% | 00.0% | 不變 |
| City State Bank | 300 | $3.38 萬 | 0.01% | 00.0% | 不變 |
| Wellington Grp LLC | 299 | $3.37 萬 | 0.01% | −75−20.1% | 減碼 |
| Bayforest Capital Ltd | 297 | $3.35 萬 | 0.04% | −1,022−77.5% | 減碼 |
| Rothschild Investment LLC | 293 | $3.30 萬 | 0.00% | −48−14.1% | 減碼 |
| McIlrath & Eck, LLC | 291 | $3.28 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 262 | $2.96 萬 | 0.00% | +262 | 新進 |
| Axiom Investment Management LLC | 250 | $2.82 萬 | 0.02% | +250 | 新進 |
| SRS Capital Advisors, Inc. | 246 | $2.77 萬 | 0.00% | −49−16.6% | 減碼 |
| Central Trust Co | 238 | $2.68 萬 | 0.00% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 231 | $2.61 萬 | 0.01% | +231 | 新進 |
| Fairman Group, LLC | 226 | $2.56 萬 | 0.02% | 00.0% | 不變 |
| Optiver Holding B.V. | 226 | $2.55 萬 | 0.00% | −140−38.3% | 減碼 |
| Root Financial Partners, LLC | 210 | $2.37 萬 | 0.00% | +42+25.0% | 加碼 |
| Acumen Wealth Advisors, LLC | 158 | $1.79 萬 | 0.00% | +2+1.3% | 加碼 |
| Quent Capital, LLC | 149 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 149 | $1.68 萬 | 0.00% | +10+7.2% | 加碼 |
| Accent Capital Management, LLC | 144 | $1.63 萬 | 0.01% | −6−4.0% | 減碼 |
| Massmutual Trust Co FSB | 135 | $1.52 萬 | 0.00% | +5+3.8% | 加碼 |
| Huntington National Bank | 121 | $1.36 萬 | 0.00% | +43+55.1% | 加碼 |
| Aquatic Capital Management LLC | 111 | $1.25 萬 | 0.00% | −9,493−98.8% | 減碼 |
| Peregrine Capital Management LLC | 110 | $1.24 萬 | 0.00% | −48,741−99.8% | 減碼 |
| Danske Bank A/S | 110 | $1.24 萬 | 0.00% | −1,200−91.6% | 減碼 |