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UMB Financial Corp

Institutional holders · 13F as of Dec 31, 2025

424 holders

HolderValueShares% of shares
Keating Financial Advisory Services, Inc.$272.1K2,3650.00%
SHELTON CAPITAL MANAGEMENT$272.3K2,4140.00%
1832 Asset Management L.P.$275.9K2,3980.00%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna$276.1K2,4000.00%
PCM Encore, LLC$279.7K2,4310.00%
ELEVATION POINT WEALTH PARTNERS, LLC$282.2K2,6840.00%
COLDSTREAM CAPITAL MANAGEMENT INC$289.4K2,5660.00%
CPPIB Crestone Peak Resources Canada Inc.$293.3K2,6000.00%
MERCER GLOBAL ADVISORS INC /ADV$294.9K2,5630.00%
ASSETMARK, INC$300.5K2,6640.00%
High Note Wealth, LLC$301.8K2,6230.00%
SPIREPOINT PRIVATE CLIENT, LLC$310.7K2,7010.00%
Forum Financial Management, LP$313.1K2,7220.00%
MQS Management LLC$320.8K2,7890.00%
KORNITZER CAPITAL MANAGEMENT INC /KS$322.1K2,8000.00%
High Net Worth Advisory Group LLC$322.4K2,8020.00%
JANE STREET GROUP, LLC$322.9K2,8070.00%
Avantax Planning Partners, Inc.$328.9K2,9160.00%
ETF Store, Inc.$334.5K2,9080.00%
Steward Partners Investment Advisory, LLC$334.8K2,9100.00%
Moors & Cabot, Inc.$338.6K2,9430.00%
Ethic Inc.$339.9K2,9550.00%
Integrated Investment Consultants, LLC$340.4K2,9590.00%
Tower Research Capital LLC (TRC)$352.7K3,0660.00%
FIRST COMMUNITY TRUST NA$358.7K3,1800.00%
Douglass Winthrop Advisors, LLC$366.6K3,2500.00%
CIBC Private Wealth Group LLC$369.3K3,2100.00%
OPPENHEIMER & CO INC$381.1K3,3130.00%
Koesten, Hirschmann & Crabtree, INC.$389.6K3,3870.00%
Vontobel Holding Ltd.$390.6K3,3950.00%
PROFUND ADVISORS LLC$390.9K3,4660.00%
HSBC HOLDINGS PLC$393.8K3,4230.00%
OneDigital Investment Advisors LLC$394.8K2,7650.00%
Swiss Life Asset Management Ltd$400.3K3,4800.00%
MML INVESTORS SERVICES, LLC$400.5K2,8050.00%
First National Advisers, LLC$410.6K3,5690.00%
Optimize Financial Inc$423.2K3,6790.00%
TWO SIGMA SECURITIES, LLC$431.6K3,7520.00%
N.E.W. Advisory Services LLC$437.0K3,7990.01%
Savant Capital, LLC$443.7K3,7490.00%
COMMONWEALTH EQUITY SERVICES, LLC$449.6K3,9080.01%
AMUNDI$454.2K4,0270.01%
FARMERS & MERCHANTS INVESTMENTS INC$457.7K4,0580.01%
L. Roy Papp & Associates, LLP$463.6K4,0300.01%
SIGNATUREFD, LLC$479.1K4,1650.01%
Merit Financial Group, LLC$488.8K4,2490.01%
Stembrook Asset Management, LLC$491.1K4,2690.01%
Verdence Capital Advisors LLC$499.5K4,3420.01%
Abel Hall, LLC$502.0K4,3640.01%
ALPS Advisors, Inc.$506.4K4,4900.01%
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