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 483 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 2 季 13F 持有人
Umb Financial Corp 在 2026/6/30 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
- 483
- 較 2026 年第 1 季 +34 家
- 持有股數
- 7,290 萬
- 較 2026 年第 1 季 +310.0 萬 (+4.4%)
- 總市值
- $103.7 億
- 較 2026 年第 1 季 +$25.0 億 (+31.7%)
- 新進機構
- 83
- 另有 175 家加碼
- 清倉機構
- 49
- 另有 145 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 | 483 | $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 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 915 | $13.1 萬 | 0.02% | +915 | 新進 |
| Hilltop National Bank | 920 | $13.1 萬 | 0.03% | 00.0% | 不變 |
| 1620 Investment Advisors, Inc. | 941 | $13.4 萬 | 0.08% | −46−4.7% | 減碼 |
| Simplex Trading, LLC | 1,071 | $15.3 萬 | 0.00% | +809+308.8% | 加碼 |
| Versant Capital Management, Inc | 1,298 | $18.5 萬 | 0.02% | +426+48.9% | 加碼 |
| AdvisorNet Financial, Inc | 1,390 | $19.8 萬 | 0.01% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 1,396 | $19.9 萬 | 0.00% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 1,404 | $20.0 萬 | 0.01% | +1,404 | 新進 |
| Koshinski Asset Management, Inc. | 1,407 | $20.1 萬 | 0.01% | +1,407 | 新進 |
| Ballentine Partners, LLC | 1,432 | $20.4 萬 | 0.00% | +1,432 | 新進 |
| Monument Capital Management | 1,437 | $20.5 萬 | 0.04% | +1,437 | 新進 |
| Aaron Wealth Advisors | 1,444 | $20.6 萬 | 0.01% | +1,444 | 新進 |
| GTS Securities LLC | 1,445 | $20.6 萬 | 0.00% | −2,132−59.6% | 減碼 |
| Harvest Investment Services, LLC | 1,466 | $20.9 萬 | 0.03% | +1,466 | 新進 |
| First Western Trust Bank | 1,475 | $21.1 萬 | 0.01% | +1,475 | 新進 |
| Norden Group LLC | 1,480 | $21.1 萬 | 0.02% | +1,480 | 新進 |
| Walleye Capital LLC | 1,486 | $21.2 萬 | 0.00% | +1,486 | 新進 |
| Fifth Third Wealth Advisors LLC | 1,486 | $21.2 萬 | 0.01% | +1,486 | 新進 |
| Acropolis Investment Management, LLC | 1,492 | $21.3 萬 | 0.01% | +10+0.7% | 加碼 |
| ETF Store, Inc. | 1,499 | $21.4 萬 | 0.18% | −559−27.2% | 減碼 |
| Advisory Services Network, LLC | 1,518 | $21.7 萬 | 0.00% | +220+16.9% | 加碼 |
| Parallel Advisors, LLC | 1,528 | $21.8 萬 | 0.00% | +151+11.0% | 加碼 |
| Atomi Financial Group, Inc. | 1,536 | $21.9 萬 | 0.01% | +1,536 | 新進 |
| Regions Financial Corp | 1,541 | $22.0 萬 | 0.00% | −492−24.2% | 減碼 |
| Sage Rhino Capital LLC | 1,546 | $22.1 萬 | 0.04% | +1,546 | 新進 |
| CI Private Wealth, LLC | 1,545 | $22.1 萬 | 0.00% | +1,545 | 新進 |
| MAI Capital Management | 1,552 | $22.2 萬 | 0.00% | +274+21.4% | 加碼 |
| Voleon Capital Management LP | 1,555 | $22.2 萬 | 0.00% | +1,555 | 新進 |
| 1st Source Bank | 1,628 | $23.2 萬 | 0.01% | +1,628 | 新進 |
| Equitable Holdings, Inc. | 1,636 | $23.4 萬 | 0.00% | −498−23.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,647 | $23.5 萬 | 0.01% | +1,647 | 新進 |
| Impact Capital Partners LLC | 1,648 | $23.5 萬 | 0.06% | +1,648 | 新進 |
| Chicago Capital, LLC | 1,649 | $23.5 萬 | 0.01% | +1,649 | 新進 |
| Elevated Capital Advisors, LLC | 1,667 | $23.8 萬 | 0.07% | 00.0% | 不變 |
| HB Wealth Management, LLC | 1,735 | $24.8 萬 | 0.00% | +1,735 | 新進 |
| Triad Wealth Partners, LLC | 1,705 | $25.1 萬 | 0.01% | +1,705 | 新進 |
| GAMMA Investing LLC | 1,783 | $25.5 萬 | 0.01% | +342+23.7% | 加碼 |
| JNBA Financial Advisors | 1,841 | $26.3 萬 | 0.02% | 00.0% | 不變 |
| Pinney & Scofield, Inc. | 1,841 | $26.3 萬 | 0.13% | 00.0% | 不變 |
| Ellenbecker Investment Group | 1,874 | $26.8 萬 | 0.03% | 00.0% | 不變 |
| West Family Investments, Inc. | 1,899 | $27.1 萬 | 0.08% | +1,899 | 新進 |
| Bridgewealth Advisory Group, LLC | 1,938 | $27.7 萬 | 0.05% | 00.0% | 不變 |
| One Wealth Capital Management, LLC | 1,977 | $28.2 萬 | 0.08% | +1,977 | 新進 |
| Douglass Winthrop Advisors, LLC | 2,000 | $28.6 萬 | 0.00% | −1,250−38.5% | 減碼 |
| Panagora Asset Management Inc | 2,032 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 2,031 | $29.1 萬 | 0.02% | +21+1.0% | 加碼 |
| Evolve Private Wealth, LLC | 2,049 | $29.3 萬 | 0.02% | +2,049 | 新進 |
| WESPAC Advisors, LLC | 2,086 | $29.8 萬 | 0.15% | +2,086 | 新進 |
| Yorktown Management & Research Co Inc | 2,100 | $30.0 萬 | 0.18% | 00.0% | 不變 |
| Ritholtz Wealth Management | 2,108 | $30.1 萬 | 0.00% | +110+5.5% | 加碼 |
| Coldstream Capital Management Inc | 2,126 | $30.3 萬 | 0.00% | −440−17.1% | 減碼 |
| SG Americas Securities, LLC | 2,173 | $31.0 萬 | 0.00% | −18,611−89.5% | 減碼 |
| Aptus Capital Advisors, LLC | 2,186 | $31.2 萬 | 0.00% | +30+1.4% | 加碼 |
| Trust Point Inc. | 2,191 | $31.3 萬 | 0.03% | −1,615−42.4% | 減碼 |
| CenterBook Partners LP | 2,207 | $31.5 萬 | 0.02% | −3,008−57.7% | 減碼 |
| RMG Wealth Management LLC | 2,109 | $31.5 萬 | 0.03% | 00.0% | 不變 |
| Vise Technologies, Inc. | 2,269 | $32.4 萬 | 0.00% | +2,269 | 新進 |
| Global Retirement Partners, LLC | 2,278 | $32.5 萬 | 0.00% | +2,278 | 新進 |
| Shelton Capital Management | 2,311 | $33.0 萬 | 0.01% | −103−4.3% | 減碼 |
| Everence Capital Management Inc | 2,320 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 2,327 | $33.2 萬 | 0.00% | +2,327 | 新進 |
| CIBC Asset Management Inc | 2,355 | $33.6 萬 | 0.00% | +77+3.4% | 加碼 |
| Allstate Corp | 2,360 | $33.7 萬 | 0.00% | −22,027−90.3% | 減碼 |
| Keating Financial Advisory Services, Inc. | 2,379 | $34.0 萬 | 0.04% | +7+0.3% | 加碼 |
| Harbour Investments, Inc. | 2,381 | $34.0 萬 | 0.00% | +5+0.2% | 加碼 |
| Confluence Wealth Services, Inc. | 2,428 | $34.7 萬 | 0.01% | +2,428 | 新進 |
| United Capital Financial Advisers, LLC | 2,432 | $34.7 萬 | 0.00% | −495−16.9% | 減碼 |
| Exchange Traded Concepts, LLC | 2,437 | $34.8 萬 | 0.00% | +380+18.5% | 加碼 |
| PCM Encore, LLC | 2,462 | $35.1 萬 | 0.06% | 00.0% | 不變 |
| Greenleaf Trust | 2,506 | $35.8 萬 | 0.00% | +113+4.7% | 加碼 |
| Moors & Cabot, Inc. | 2,544 | $36.3 萬 | 0.01% | +10.0% | 加碼 |
| KBC Group NV | 2,555 | $36.5 萬 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 2,623 | $37.4 萬 | 0.06% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 2,635 | $37.6 萬 | 0.00% | +336+14.6% | 加碼 |
| Aprio Wealth Management, LLC | 2,679 | $38.2 萬 | 0.02% | 00.0% | 不變 |
| Ethic Inc. | 2,763 | $39.4 萬 | 0.00% | −88−3.1% | 減碼 |
| Resources Investment Advisors, LLC. | 2,765 | $39.5 萬 | 0.00% | +465+20.2% | 加碼 |
| Kornitzer Capital Management Inc | 2,800 | $40.0 萬 | 0.01% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,803 | $40.0 萬 | 0.09% | +10.0% | 加碼 |
| MML Investors Services, LLC | 2,805 | $40.0 萬 | 0.00% | +345+14.0% | 加碼 |
| Integrated Investment Consultants, LLC | 2,824 | $40.3 萬 | 0.08% | −11−0.4% | 減碼 |
| Assetmark, Inc | 2,856 | $40.8 萬 | 0.00% | +192+7.2% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 2,858 | $40.8 萬 | 0.01% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 2,908 | $41.5 萬 | 0.00% | +2,908 | 新進 |
| Avantax Planning Partners, Inc. | 2,916 | $41.6 萬 | 0.01% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 2,917 | $41.6 萬 | 0.05% | +2,917 | 新進 |
| Alliance Wealth Advisors, LLC | 2,955 | $42.2 萬 | 0.08% | +2,955 | 新進 |
| Flywheel Private Wealth LLC | 3,000 | $42.8 萬 | 0.21% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 3,148 | $44.9 萬 | 0.05% | +11+0.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,172 | $45.3 萬 | 0.00% | +76+2.5% | 加碼 |
| First Community Trust NA | 3,180 | $45.4 萬 | 0.21% | 00.0% | 不變 |
| HSBC Holdings PLC | 3,299 | $47.1 萬 | 0.00% | −10,056−75.3% | 減碼 |
| Rockefeller Capital Management L.P. | 3,360 | $48.0 萬 | 0.00% | −111−3.2% | 減碼 |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $48.4 萬 | 0.20% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 3,403 | $48.6 萬 | 0.01% | +531+18.5% | 加碼 |
| Abel Hall, LLC | 3,486 | $49.8 萬 | 0.09% | −117−3.2% | 減碼 |
| Whalen Wealth Management Inc. | 3,512 | $50.1 萬 | 0.23% | −227−6.1% | 減碼 |
| Hamilton Capital Partners Inc. | 3,565 | $50.9 萬 | 0.01% | −1,450−28.9% | 減碼 |
| Profund Advisors LLC | 3,609 | $51.5 萬 | 0.01% | +143+4.1% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,650 | $52.1 萬 | 0.17% | 00.0% | 不變 |