Companies / UMB Financial Corp / Institutional holders

UMB Financial Corp

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Avion Wealth	$0	6	0.00%
Capital Advisors, Ltd. LLC	$2	15	0.00%
FNY Investment Advisers, LLC	$5	50	0.00%
HARBOR CAPITAL ADVISORS, INC.	$49	341	0.00%
Covestor Ltd	$66	464	0.00%
Nemes Rush Group LLC	$115	1	0.00%
Principia Wealth Advisory, LLC	$115	1	0.00%
Elyxium Wealth, LLC	$115	1	0.00%
TFC Financial Management, Inc.	$116	1	0.00%
BNP Paribas Asset Management Holding S.A.	$126	1,092	0.00%
Janney Montgomery Scott LLC	$235	2,045	0.00%
KBC Group NV	$257	2,234	0.00%
PRAXIS INVESTMENT MANAGEMENT INC	$262	2,320	0.00%
SG Americas Securities, LLC	$310	2,173	0.00%
HARBOUR INVESTMENTS, INC.	$345	3	0.00%
PARK AVENUE SECURITIES LLC	$441	3,914	0.01%
Rakuten Securities, Inc.	$575	5	0.00%
HFM Investment Advisors, LLC	$576	5	0.00%
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$631	5,486	0.01%
Rialto Wealth Management, LLC	$691	6	0.00%
HANTZ FINANCIAL SERVICES, INC.	$703	6,236	0.01%
State of Alaska, Department of Revenue	$804	7,136	0.01%
WPG Advisers, LLC	$805	7	0.00%
Bay Harbor Wealth Management, LLC	$807	7	0.00%
Rossby Financial, LCC	$1.0K	9	0.00%
Cambridge Investment Research Advisors, Inc.	$1.2K	10,125	0.01%
HRT FINANCIAL LP	$1.2K	10,662	0.01%
Physician Wealth Advisors, Inc.	$1.4K	12	0.00%
Annis Gardner Whiting Capital Advisors, LLC	$1.4K	12	0.00%
DiNuzzo Private Wealth, Inc.	$1.5K	13	0.00%
CWM, LLC	$1.6K	13,874	0.02%
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	$1.6K	13,900	0.02%
True Wealth Design, LLC	$1.6K	14	0.00%
Spire Wealth Management	$1.8K	16	0.00%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT	$1.9K	17	0.00%
Turning Point Benefit Group, Inc.	$2.0K	17	0.00%
Dunhill Financial, LLC	$2.1K	14	0.00%
Wealth Watch Advisors, INC	$2.1K	18	0.00%
NBC SECURITIES, INC.	$2.3K	20	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	$2.3K	20	0.00%
Ares Financial Consulting, LLC	$2.4K	21	0.00%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$2.4K	21,197	0.03%
Parkside Financial Bank & Trust	$2.5K	22	0.00%
J.Safra Asset Management Corp	$2.5K	22	0.00%
Private Wealth Management Group, LLC	$2.8K	24	0.00%
Fortitude Family Office, LLC	$2.9K	25	0.00%
Bell Investment Advisors, Inc	$3.1K	22	0.00%
AMALGAMATED BANK	$3.5K	30,106	0.04%
Washington Trust Advisors, Inc.	$3.5K	30	0.00%
Sunbelt Securities, Inc.	$3.8K	33	0.00%