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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   UMB BANK N A/MO 1 - 2024-03-31 5,241,631 $455,969,000 -63,789
   STATE STREET CORP 738 - 2023-12-31 2,968,567 $249,224,000 -24,406
   WELLINGTON MANAGEMENT CO LLP 490 - 2023-12-31 1,624,294 $135,710,000 -962,407
   AMERICAN CENTURY COMPANIES INC 248 - 2023-12-31 1,566,236 $130,859,000 -251,114
   BANK OF NEW YORK MELLON CORP 798 - 2024-03-31 875,642 $76,172,000 -81,623
   BTIM CORP. 84 - 2024-03-31 688,222 $59,868,000 -465
   NORTHERN TRUST CORP 980 - 2023-12-31 620,245 $51,821,000 -20,363
   PROSHARE ADVISORS LLC 148 - 2023-12-31 487,667 $40,745,000 -20,514
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 242 - 2023-12-31 479,705 $40,079,000 -114,063
   GOLDMAN SACHS GROUP INC/ 1228 - 2023-12-31 388,379 $32,449,000 -60,158
   PRINCIPAL FINANCIAL GROUP INC 1128 - 2023-12-31 163,209 $13,636,000 -982
   RHUMBLINE ADVISERS 898 - 2023-12-31 159,955 $13,364,000 -4,428
   SEI INVESTMENTS CO 762 - 2023-12-31 155,689 $13,008,000 -38,420
   Assenagon Asset Management S.A. 400 - 2024-03-31 116,992 $10,177,000 -16,875
   CAPTRUST FINANCIAL ADVISORS 374 - 2023-12-31 118,129 $9,870,000 -149
   CONGRESS ASSET MANAGEMENT CO /MA 187 - 2024-03-31 102,765 $8,940,000 -4,676
   LEGAL & GENERAL GROUP PLC 1218 - 2023-12-31 102,691 $8,580,000 -3,190
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2023-12-31 99,323 $8,298,000 -2,630
   ALLIANCEBERNSTEIN L.P. 1254 - 2023-12-31 98,285 $8,212,000 -3,139
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 974 - 2023-12-31 90,903 $7,595,000 -8,162
   Swiss National Bank 1040 - 2023-12-31 90,800 $7,586,000 -10,500
   FIRST TRUST ADVISORS LP 1103 - 2023-12-31 88,589 $7,402,000 -62,533
   AMERICAN INTERNATIONAL GROUP INC 592 - 2023-12-31 80,670 $6,740,000 -2,604
   MILLENNIUM MANAGEMENT LLC 1638 - 2023-12-31 80,555 $6,730,000 -240,549
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 708 - 2024-03-31 74,012 $6,438,000 -1,100
   Feltz Wealth PLAN Inc. 48 - 2023-12-31 75,894 $6,341,000 -1,887
   ING INVESTMENT MANAGEMENT LLC 774 - 2023-12-31 75,236 $6,286,000 -2,636
   WealthPlan Investment Management LLC 50 - 2023-12-31 61,917 $5,173,000 -25,417
   VOLORIDGE INVESTMENT MANAGEMENT LLC 628 - 2023-12-31 57,515 $4,805,000 -60,027
   NFJ INVESTMENT GROUP LLC 124 - 2023-12-31 56,835 $4,749,000 -9,621
   ALGERT COLDIRON INVESTORS LLC 165 - 2023-12-31 54,395 $4,545,000 -5,080
   D E SHAW & CO INC 1172 - 2023-12-31 51,128 $4,272,000 -56,446
   MDAM ASSET MANAGEMENT CO., LTD. 150 - 2023-12-31 51,080 $4,268,000 -1,071
   MANUFACTURERES LIFE INSURANCE CO 1202 - 2023-12-31 50,532 $4,222,000 -1,740
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1023 - 2023-12-31 48,528 $4,055,000 -2,001
   MetLife Investment Advisors LLC 617 - 2023-12-31 46,847 $3,914,000 -381
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1409 - 2023-12-31 39,934 $3,336,000 -10,605
   FINANCIAL COUNSELORS INC - 2023-12-31 36,769 $3,072,000 -95
   STATE OF NEW JERSEY COMMON PENSION FUND D 1055 - 2023-12-31 35,381 $2,956,000 -3,982
   GUGGENHEIM CAPITAL LLC 702 - 2023-12-31 35,182 $2,939,000 -38,948
   EJF CAPITAL LLC 27 - 2023-12-31 34,544 $2,886,000 -4,534
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1085 - 2023-12-31 32,847 $2,738,000 -480
   AMALGAMATED BANK 858 - 2024-03-31 22,921 $1,994,000 -2,229
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 626 - 2023-12-31 23,000 $1,922,000 -48,000
   THRIVENT FINANCIAL FOR LUTHERANS 1410 - 2023-12-31 20,980 $1,753,000 -5,360
   FIRST NATIONAL BANK OF OMAHA 186 - 2023-12-31 20,935 $1,749,000 -536
   YOUSIF CAPITAL MANAGEMENT LLC 873 - 2024-03-31 19,804 $1,723,000 -436
   PRUDENTIAL FINANCIAL INC 1603 - 2023-12-31 18,306 $1,529,000 -1,210
   BNP PARIBAS ARBITRAGE SA 1473 - 2023-12-31 18,160 $1,517,000 -7,748
   HSBC HOLDINGS PLC 1341 - 2023-12-31 13,821 $1,161,000 -4,470
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 12,886 $1,077,000 -235
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2010 - 2024-03-31 12,148 $1,057,000 -755
   RENAISSANCE TECHNOLOGIES LLC 2439 - 2023-12-31 11,400 $952,000 -117,700
   Cubist Systematic Strategies LLC 1149 - 2023-12-31 10,938 $914,000 -1,057
   Handelsbanken Fonder AB 879 - 2023-12-31 9,930 $830,000 -1,000
   HRT FINANCIAL LLC 1017 - 2023-12-31 9,418 $786,000 -175,312
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1195 - 2024-03-31 8,979 $781,000 -1,034
   Financial Advisory Service Inc. - 2023-12-31 7,327 $612,000 -47
   FEDERATED INVESTORS INC /PA/ 1292 - 2023-12-31 6,897 $576,000 -1,287
   Winton Capital Group Ltd 260 - 2023-12-31 6,337 $529,000 -337
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 829 - 2023-12-31 5,982 $500,000 -177
   CAMPBELL & CO INVESTMENT ADVISER LLC 733 - 2023-12-31 5,780 $483,000 -13,763
   FARMERS & MERCHANTS INVESTMENTS INC 239 - 2024-03-31 4,518 $393,000 -1,500
   CWM Advisors LLC 681 - 2023-12-31 4,588 $383,000 -349
   Fortitude Advisory Group L.L.C. 99 - 2023-12-31 4,558 $381,000 -1,979
   Engineers Gate Manager LP 1326 - 2023-12-31 4,512 $377,000 -3,157
   Bayesian Capital Management LP 474 - 2023-12-31 3,978 $332,000 -800
   ADVANTUS CAPITAL MANAGEMENT INC 841 - 2024-03-31 3,498 $304,000 -200
   HIGHTOWER ADVISORS, LLC 2654 - 2023-12-31 3,488 $293,000 -961
   SIGNATUREFD, LLC 650 - 2023-12-31 3,502 $293,000 -230
   SG AMERICAS SECURITIES LLC 1734 - 2023-12-31 2,807 $235,000 -27,784
   TWO SIGMA INVESTMENTS LLC 2654 - 2023-12-31 2,700 $226,000 -5,429
   Advisor Group Holdings Inc. 4003 - 2023-12-31 2,102 $176,000 -384
   Point72 Asset Management L.P. 1088 - 2023-12-31 2,100 $175,000 -618
   JONES FINANCIAL COMPANIES LLLP 345 - 2023-12-31 2,070 $173,000 -1,130
   Qube Research & Technologies Ltd 2659 - 2023-12-31 1,335 $112,000 -24,163
   Covestor Ltd 907 - 2023-12-31 531 $44,000 -751
   Headlands Technologies LLC 573 - 2023-12-31 437 $37,000 -762
   MASSMUTUAL TRUST CO FSB/ADV 1253 - 2024-03-31 62 $5,000 -6
   Bell Investment Advisors Inc 1419 - 2023-12-31 22 $2,000 -9
   ELEQUIN CAPITAL LP 293 - 2023-12-31 15 $1,000 -674
   SJS Investment Consulting Inc. 1089 - 2024-03-31 14 $1,000 -1
   Glassman Wealth Services 1555 - 2023-12-31 12 $1,000 -2
  83 Records found
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