UMB FINANCIAL CORP (UMBF) — Institutional Holders, Q2 2026 (page 4)
491 institutional investment managers reported a UMBF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UMBF 13F holders ranked 301–400 of 491
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Ashton Thomas Private Wealth#301 · 2,858 sh | 2,858 | $408.0K | <0.01% | 0.0% |
| 302 | ASSETMARK#302 · 2,856 sh | 2,856 | $407.7K | — | +7.2% |
| 303 | Integrated Investment Consultants#303 · 2,824 sh | 2,824 | $403.2K | 0.08% | -0.4% |
| 304 | MML INVESTORS SERVICES#304 · 2,805 sh | 2,805 | $400.5K | <0.01% | +14.0% |
| 305 | High Net Worth Advisory Group#305 · 2,803 sh | 2,803 | $400.2K | — | 0.0% |
| 306 | KORNITZER CAPITAL MANAGEMENT#306 · 2,800 sh | 2,800 | $399.7K | <0.01% | 0.0% |
| 307 | OneDigital Investment Advisors#307 · 2,765 sh | 2,765 | $394.8K | <0.01% | +20.2% |
| 308 | Ethic#308 · 2,763 sh | 2,763 | $394.4K | <0.01% | -3.1% |
| 309 | Aprio Wealth Management#309 · 2,679 sh | 2,679 | $382.5K | 0.02% | 0.0% |
| 310 | Sanctuary Advisors#310 · 2,635 sh | 2,635 | $376.2K | <0.01% | +14.6% |
| 311 | High Note Wealth#311 · 2,623 sh | 2,623 | $374.5K | 0.06% | 0.0% |
| 312 | KBC Group NV#312 · 2,555 sh | 2,555 | $365.0K | — | 0.0% |
| 313 | Moors & Cabot#313 · 2,544 sh | 2,544 | $363.1K | 0.01% | 0.0% |
| 314 | GREENLEAF#314 · 2,506 sh | 2,506 | $357.8K | <0.01% | +4.7% |
| 315 | PCM Encore#315 · 2,462 sh | 2,462 | $351.5K | 0.06% | 0.0% |
| 316 | EXCHANGE TRADED CONCEPTS#316 · 2,437 sh | 2,437 | $347.9K | <0.01% | +18.5% |
| 317 | UNITED CAPITAL FINANCIAL ADVISORS#317 · 2,432 sh | 2,432 | $347.2K | <0.01% | -16.9% |
| 318 | Confluence Wealth Services#318 · 2,428 sh | 2,428 | $346.6K | <0.01% | New |
| 319 | HARBOUR INVESTMENTS#319 · 2,381 sh | 2,381 | $339.9K | <0.01% | +0.2% |
| 320 | Keating Financial Advisory Services#320 · 2,379 sh | 2,379 | $339.6K | 0.04% | +0.3% |
| 321 | ALLSTATE#321 · 2,360 sh | 2,360 | $336.9K | <0.01% | -90.3% |
| 322 | CIBC Asset Management#322 · 2,355 sh | 2,355 | $336.2K | <0.01% | +3.4% |
| 323 | GATEWAY INVESTMENT ADVISERS#323 · 2,327 sh | 2,327 | $332.2K | — | New |
| 324 | PRAXIS INVESTMENT MANAGEMENT#324 · 2,320 sh | 2,320 | $331.0K | 0.02% | 0.0% |
| 325 | SHELTON CAPITAL MANAGEMENT#325 · 2,311 sh | 2,311 | $329.9K | <0.01% | -4.3% |
| 326 | Global Retirement Partners#326 · 2,278 sh | 2,278 | $325.2K | <0.01% | — |
| 327 | Vise Technologies#327 · 2,269 sh | 2,269 | $323.9K | <0.01% | New |
| 328 | RMG Wealth Management#328 · 2,109 sh | 2,109 | $315.2K | — | 0.0% |
| 329 | CenterBook Partners#329 · 2,207 sh | 2,207 | $315.1K | 0.02% | -57.7% |
| 330 | Point#330 · 2,191 sh | 2,191 | $312.8K | 0.03% | -42.4% |
| 331 | Aptus Capital Advisors#331 · 2,186 sh | 2,186 | $312.1K | <0.01% | +1.4% |
| 332 | SG Americas Securities#332 · 2,173 sh | 2,173 | $310.0K | <0.01% | -89.5% |
| 333 | COLDSTREAM CAPITAL MANAGEMENT#333 · 2,126 sh | 2,126 | $303.5K | <0.01% | -17.1% |
| 334 | RITHOLTZ WEALTH MANAGEMENT#334 · 2,108 sh | 2,108 | $300.9K | <0.01% | +5.5% |
| 335 | Yorktown Management & Research#335 · 2,100 sh | 2,100 | $299.8K | 0.18% | 0.0% |
| 336 | WESPAC Advisors#336 · 2,086 sh | 2,086 | $297.8K | — | New |
| 337 | EVOLVE PRIVATE WEALTH#337 · 2,049 sh | 2,049 | $293.2K | 0.02% | New |
| 338 | GUARDIAN WEALTH ADVISORS, / NC#338 · 2,031 sh | 2,031 | $290.9K | 0.02% | +1.0% |
| 339 | PANAGORA ASSET MANAGEMENT#339 · 2,032 sh | 2,032 | $290.1K | <0.01% | 0.0% |
| 340 | Douglass Winthrop Advisors#340 · 2,000 sh | 2,000 | $285.5K | <0.01% | -38.5% |
| 341 | ONE WEALTH CAPITAL MANAGEMENT#341 · 1,977 sh | 1,977 | $282.2K | — | New |
| 342 | Bridgewealth Advisory Group#342 · 1,938 sh | 1,938 | $276.7K | 0.05% | 0.0% |
| 343 | West Family Investments#343 · 1,899 sh | 1,899 | $271.1K | 0.08% | New |
| 344 | Ellenbecker Investment Group#344 · 1,874 sh | 1,874 | $267.5K | 0.03% | 0.0% |
| 345 | PINNEY & SCOFIELD#345 · 1,841 sh | 1,841 | $262.9K | 0.13% | 0.0% |
| 346 | JNBA Financial Advisors#346 · 1,841 sh | 1,841 | $262.8K | 0.02% | 0.0% |
| 347 | CIM INVESTMENT MANAGEMENT#347 · 1,809 sh | 1,809 | $258.3K | 0.06% | New |
| 348 | GAMMA Investing#348 · 1,783 sh | 1,783 | $254.5K | — | +23.7% |
| 349 | Triad Wealth Partners#349 · 1,705 sh | 1,705 | $250.7K | — | New |
| 350 | HB Wealth Management#350 · 1,735 sh | 1,735 | $247.7K | — | New |
| 351 | Elevated Capital Advisors#351 · 1,667 sh | 1,667 | $238.0K | 0.07% | 0.0% |
| 352 | Chicago Capital#352 · 1,649 sh | 1,649 | $235.4K | — | New |
| 353 | Impact Capital Partners#353 · 1,648 sh | 1,648 | $235.3K | — | New |
| 354 | Meiji Yasuda Asset Management Ltd.#354 · 1,647 sh | 1,647 | $235.1K | 0.01% | New |
| 355 | Equitable#355 · 1,636 sh | 1,636 | $233.6K | <0.01% | -23.3% |
| 356 | 1ST SOURCE BANK#356 · 1,628 sh | 1,628 | $232.4K | 0.01% | New |
| 357 | Voleon Capital Management#357 · 1,555 sh | 1,555 | $222.0K | <0.01% | New |
| 358 | MAI Capital Management#358 · 1,552 sh | 1,552 | $221.6K | <0.01% | +21.4% |
| 359 | Corient Private Wealth#359 · 1,545 sh | 1,545 | $220.8K | <0.01% | New |
| 360 | SAGE RHINO CAPITAL#360 · 1,546 sh | 1,546 | $220.7K | 0.04% | New |
| 361 | REGIONS FINANCIAL#361 · 1,541 sh | 1,541 | $220.0K | <0.01% | -24.2% |
| 362 | Compound Planning#362 · 1,536 sh | 1,536 | $219.3K | <0.01% | New |
| 363 | Parallel Advisors#363 · 1,528 sh | 1,528 | $218.1K | <0.01% | +11.0% |
| 364 | Advisory Services Network#364 · 1,518 sh | 1,518 | $216.7K | <0.01% | +16.9% |
| 365 | ETF Store#365 · 1,499 sh | 1,499 | $214.0K | — | -27.2% |
| 366 | Acropolis Investment Management#366 · 1,492 sh | 1,492 | $213.0K | — | +0.7% |
| 367 | Walleye Capital#367 · 1,486 sh | 1,486 | $212.1K | <0.01% | New |
| 368 | Fifth Third Wealth Advisors#368 · 1,486 sh | 1,486 | $212.1K | — | New |
| 369 | NORDEN GROUP#369 · 1,480 sh | 1,480 | $211.3K | — | New |
| 370 | First Western Bank#370 · 1,475 sh | 1,475 | $210.6K | 0.01% | New |
| 371 | Harvest Investment Services#371 · 1,466 sh | 1,466 | $209.3K | 0.03% | New |
| 372 | GTS SECURITIES#372 · 1,445 sh | 1,445 | $206.3K | <0.01% | -59.6% |
| 373 | Aaron Wealth Advisors#373 · 1,444 sh | 1,444 | $206.2K | — | New |
| 374 | Monument Capital Management#374 · 1,437 sh | 1,437 | $205.1K | — | New |
| 375 | Ballentine Partners#375 · 1,432 sh | 1,432 | $204.4K | <0.01% | New |
| 376 | Koshinski Asset Management#376 · 1,407 sh | 1,407 | $200.9K | 0.01% | New |
| 377 | Pallas Capital Advisors#377 · 1,404 sh | 1,404 | $200.4K | <0.01% | New |
| 378 | LOS ANGELES CAPITAL MANAGEMENT#378 · 1,396 sh | 1,396 | $199.3K | <0.01% | 0.0% |
| 379 | AdvisorNet Financial#379 · 1,390 sh | 1,390 | $198.4K | — | 0.0% |
| 380 | Versant Capital Management#380 · 1,298 sh | 1,298 | $185.3K | — | +48.9% |
| 381 | SIMPLEX TRADING#381 · 1,071 sh | 1,071 | $152.9K | <0.01% | +308.8% |
| 382 | 1620 INVESTMENT ADVISORS#382 · 941 sh | 941 | $134.3K | 0.08% | -4.7% |
| 383 | Hilltop National Bank#383 · 920 sh | 920 | $131.3K | — | 0.0% |
| 384 | GoalVest Advisory#384 · 915 sh | 915 | $130.6K | — | New |
| 385 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#385 · 879 sh | 879 | $125.5K | <0.01% | +2.0% |
| 386 | Smartleaf Asset Management#386 · 879 sh | 879 | $124.8K | <0.01% | 0.0% |
| 387 | Marquette Asset Management#387 · 826 sh | 826 | $117.9K | — | 0.0% |
| 388 | SRS Capital Advisors#388 · 800 sh | 800 | $114.2K | <0.01% | +225.2% |
| 389 | Bayforest Capital Ltd#389 · 775 sh | 775 | $110.6K | 0.10% | +160.9% |
| 390 | Integrated Wealth Concepts#390 · 716 sh | 716 | $102.3K | <0.01% | New |
| 391 | Eurizon Capital SGR S.p.A.#391 · 679 sh | 679 | $96.5K | <0.01% | +5.8% |
| 392 | Trust Co#392 · 670 sh | 670 | $95.6K | — | 0.0% |
| 393 | Optiver Holding B.V.#393 · 635 sh | 635 | $90.7K | 0.00% | +181.0% |
| 394 | ROTHSCHILD INVESTMENT#394 · 580 sh | 580 | $82.8K | <0.01% | +98.0% |
| 395 | Pinnacle Wealth Planning Services#395 · 572 sh | 572 | $81.7K | <0.01% | -1.5% |
| 396 | State of Wyoming#396 · 551 sh | 551 | $78.7K | <0.01% | -63.9% |
| 397 | Kemnay Advisory Services#397 · 503 sh | 503 | $71.8K | <0.01% | +32.4% |
| 398 | Covestor Ltd#398 · 464 sh | 464 | $66.0K | 0.04% | -34.3% |
| 399 | THURSTON, SPRINGER, MILLER, HERD & TITAK#399 · 2,300 sh | 2,300 | $60.7K | — | New |
| 400 | V-Square Quantitative Management#400 · 409 sh | 409 | $58.4K | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.