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Get Institutions for : 
UMB Financial Corp (UMBF)  
$79.66 1.91 (2.46%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 256    6
Total shares held : 
 42,635,076  
% of shares held : 
 88.77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 14,117  
% of shares held change : 
   0.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $60.30  
Last Quarter's Ending Price : 
 $83.55  
Last Quarter's Average Price : 
 $70.34  
Change from last quarter's     
avg. price to the last closing  : 
9.32 (13.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 1,063,056
 2.49%
 
Increased Positions :
98
 2,069,062
 4.85%
 
Unchanged Positions :
44
 442,619
 1.04%
 
Decreased Positions :
82
-2,774,380
-6.51%
 
Closed Positions :
26
-343,621
-0.81%
 
Guru Positions :
2
1,125,409
 2.64%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1005 - 2023-12-31 5,975,948 $499,290,000 263,944
   VANGUARD GROUP INC 1173 - 2023-12-31 4,310,807 $360,168,000 44,150
   VICTORY CAPITAL MANAGEMENT INC 127 - 2023-12-31 1,997,303 $166,875,000 265,399
   Allspring Global Investments Holdings LLC 90 - 2024-03-31 1,905,072 $165,722,000 63,022
   DIMENSIONAL FUND ADVISORS INC 691 - 2023-12-31 1,544,008 $129,005,000 161,558
   GEODE CAPITAL MANAGEMENT LLC 978 - 2023-12-31 1,002,987 $83,809,000 42,898
   Global Alpha Capital Management Ltd. 5 - 2023-12-31 662,769 $55,374,000 101,000
   AMERIPRISE FINANCIAL INC 737 - 2023-12-31 649,866 $54,298,000 26,762
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1070 - 2023-12-31 526,747 $44,010,000 15,732
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 497 - 2023-12-31 428,932 $35,837,000 121,100
   BROWN ADVISORY HOLDINGS INC 265 - 2024-03-31 411,703 $35,814,000 7,367
   MORGAN STANLEY 2167 - 2023-12-31 387,669 $32,390,000 53,814
   BANK OF AMERICA CORP /DE/ 1645 - 2023-12-31 293,861 $24,552,000 60,936
   CITADEL ADVISORS LLC 723 - 2023-12-31 289,252 $24,167,000 229,392
   NUVEEN ASSET MANAGEMENT, LLC 1036 - 2023-12-31 287,822 $24,048,000 72,224
   FMR LLC 1559 - 2023-12-31 267,552 $22,354,000 17,527
   TRIBUTARY CAPITAL MANAGEMENT, LLC 37 - 2024-03-31 197,606 $17,190,000 31,832
   AQR CAPITAL MANAGEMENT LLC 563 - 2023-12-31 187,276 $15,647,000 13,518
   J P MORGAN CHASE & CO 1776 - 2023-12-31 174,606 $14,588,000 37,076
   BARCLAYS PLC 963 - 2023-12-31 140,242 $11,716,000 32,531
   Gator Capital Management LLC 3 - 2023-12-31 102,950 $8,601,000 2,218
   INVESCO LTD 1903 - 2023-12-31 98,100 $8,196,000 4,283
   Man Group plc 727 - 2023-12-31 85,918 $7,178,000 85,918
   DEUTSCHE BANK AG 1109 - 2023-12-31 85,388 $7,134,000 14,262
   STRS OHIO 411 - 2023-12-31 83,500 $6,976,000 79,200
   JACOBS LEVY EQUITY MANAGEMENT INC 397 - 2023-12-31 71,376 $5,963,000 6,148
   RAFFERTY ASSET MANAGEMENT LLC 403 - 2023-12-31 70,896 $5,923,000 13,427
   UBS Group AG 1881 - 2023-12-31 69,658 $5,820,000 8,747
   ENVESTNET ASSET MANAGEMENT INC 1836 - 2023-12-31 65,024 $5,433,000 1,538
   CREDIT SUISSE/ 1303 - 2023-12-31 60,455 $5,051,000 257
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1230 - 2023-12-31 56,278 $4,702,000 3,457
   Retirement Systems of Alabama 732 - 2023-12-31 54,704 $4,571,000 180
   CITIGROUP INC 1184 - 2023-12-31 51,134 $4,272,000 24,769
   JANUS HENDERSON GROUP PLC 877 - 2023-12-31 50,864 $4,250,000 3,369
   PUTNAM INVESTMENTS LLC 417 - 2023-12-31 50,378 $4,209,000 4,637
   GHP INVESTMENT ADVISORS INC 170 - 2024-03-31 44,309 $3,854,000 259
   JANE STREET GROUP LLC 1726 - 2023-12-31 45,720 $3,820,000 25,733
   COMMERCE BANK N A/MO 383 - 2023-12-31 40,652 $3,396,000 2,827
   State of Tennessee Treasury Department 674 - 2023-12-31 39,500 $3,300,000 20,100
   TEXAS PERMANENT SCHOOL FUND 785 - 2023-12-31 37,716 $3,151,000 712
   CREATIVE PLANNING 729 - 2023-12-31 36,981 $3,090,000 2,801
   WELLS FARGO & CO/MN 2216 - 2023-12-31 36,518 $3,051,000 2,251
   TUDOR INVESTMENT CORP ET AL 619 - 2023-12-31 31,280 $2,613,000 27,493
   Russell Investments Group Ltd. 1480 - 2023-12-31 29,449 $2,460,000 456
   PRICE T ROWE ASSOCIATES INC /MD/ 1441 - 2023-12-31 28,122 $2,350,000 1,033
   MERCER GLOBAL ADVISORS INC /ADV 705 - 2023-12-31 27,336 $2,284,000 856
   ExodusPoint Capital Management LP 538 - 2023-12-31 23,689 $1,979,000 20,289
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 20,244 $1,691,000 678
   SUMMIT INVESTMENT ADVISORS INC 373 - 2023-12-31 19,790 $1,653,000 105
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1053 - 2023-12-31 19,520 $1,631,000 3,851
   ROYAL BANK OF CANADA 2715 - 2023-12-31 19,233 $1,606,000 5,416
   COMERICA BANK 1296 - 2023-12-31 18,816 $1,572,000 224
   Keeley-Teton Advisors LLC 167 - 2023-12-31 18,516 $1,547,000 7,120
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 18,440 $1,541,000 825
   NEW YORK STATE COMMON RETIREMENT FUND 1529 - 2023-12-31 18,085 $1,511,000 323
   Ensign Peak Advisors Inc 1090 - 2023-12-31 17,730 $1,481,000 2,750
   TOWER RESEARCH CAPITAL LLC 690 - 2023-12-31 15,789 $1,319,000 7,147
   MARINER WEALTH ADVISORS, LLC 1286 - 2023-12-31 15,053 $1,258,000 182
   STATE OF WISCONSIN INVESTMENT BOARD 1340 - 2023-12-31 13,971 $1,167,000 4,097
   Louisiana State Employees Retirement System 907 - 2024-03-31 12,600 $1,096,000 300
   US BANCORP 1090 - 2023-12-31 12,358 $1,033,000 169
   TEACHER RETIREMENT SYSTEM OF TEXAS 1007 - 2023-12-31 11,722 $979,000 3,255
   FRANKLIN RESOURCES INC 1590 - 2023-12-31 11,630 $972,000 10
   STATE TREASURER STATE OF MICHIGAN 856 - 2024-03-31 10,741 $934,000 300
   TRUST POINT INC. 189 - 2024-03-31 9,496 $826,000 3,986
   NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY 603 - 2023-12-31 9,717 $812,000 32
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 991 - 2023-12-31 9,638 $805,000 795
   KEYBANK NATIONAL ASSOCIATION/OH 582 - 2023-12-31 9,615 $803,000 610
   Aquatic Capital Management LLC 573 - 2023-12-31 7,900 $660,000 1,300
   Y-Intercept (Hong Kong) Ltd 548 - 2023-12-31 6,617 $553,000 6,617
   Pacer Advisors Inc. 1084 - 2023-12-31 6,565 $549,000 2,859
   FIS GROUP INC. 915 - 2023-12-31 6,411 $536,000 87
   PNC FINANCIAL SERVICES GROUP INC 1474 - 2023-12-31 6,366 $532,000 1,080
   Atria Wealth Solutions Inc. 1246 - 2023-12-31 5,438 $456,000 1,996
   Pictet Asset Management Holding SA 1338 - 2023-12-31 5,297 $443,000 478
   BANK OF MONTREAL /CAN/ 2119 - 2023-12-31 5,129 $434,000 93
   Point72 Middle East FZE 455 - 2023-12-31 4,483 $375,000 2,300
   Quadrature Capital LTD 752 - 2023-12-31 4,453 $372,000 4,453
   LPL FINANCIAL CORP 3894 - 2023-12-31 4,205 $351,000 664
   PATHSTONE FAMILY OFFICE, LLC 1272 - 2023-09-30 5,118 $320,000 32
   COMMONWEALTH EQUITY SERVICES LLC. 3068 - 2023-12-31 3,725 $311,000 12
   PROFUND ADVISORS LLC 764 - 2023-12-31 3,697 $309,000 119
   QUADRANT CAPITAL GROUP LLC 544 - 2023-12-31 2,743 $229,000 819
   Crossmark Global Holdings Inc. 1204 - 2023-12-31 2,646 $221,000 2,646
   CWM LLC 1612 - 2024-03-31 1,812 $158,000 205
   KBC GROUP NV 935 - 2023-12-31 1,434 $120,000 257
   Parallel Advisors LLC 1309 - 2023-12-31 763 $64,000 41
   FTB Advisors Inc. 971 - 2024-03-31 547 $48,000 46
   FIFTH THIRD BANCORP 1516 - 2024-03-31 366 $32,000 16
   Lindbrook Capital LLC 1163 - 2024-03-31 249 $22,000 5
   Larson Financial Group LLC 891 - 2023-12-31 203 $17,000 2
   GAMMA Investing LLC 1865 - 2024-03-31 151 $13,000 16
   EverSource Wealth Advisors LLC 1669 - 2023-12-31 92 $8,000 25
   PRIVATE TRUST CO NA 1827 - 2024-03-31 65 $6,000 5
   JFS WEALTH ADVISORS, LLC 1121 - 2023-12-31 44 $4,000 6
   Farther Finance Advisors LLC 2046 - 2023-12-31 48 $4,000 42
   IFP Advisors Inc 2469 - 2023-12-31 52 $4,000 26
   PROEQUITIES INC. 2148 - 2023-12-31 15 $1,000 9
  98 Records found
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