UMB FINANCIAL CORP (UMBF) — Institutional Holders, Q2 2026 (page 5)
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 401 to 491. 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 401–491 of 491
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Allworth Financial#401 · 369 sh | 369 | $52.7K | <0.01% | -67.5% |
| 402 | HARBOR CAPITAL ADVISORS#402 · 341 sh | 341 | $49.0K | — | -3.4% |
| 403 | CULLEN/FROST BANKERS#403 · 334 sh | 334 | $47.7K | <0.01% | New |
| 404 | Nikko Asset Management Americas#404 · 309 sh | 309 | $44.1K | <0.01% | New |
| 405 | EverSource Wealth Advisors#405 · 303 sh | 303 | $43.3K | <0.01% | -71.6% |
| 406 | City State Bank#406 · 300 sh | 300 | $42.8K | — | 0.0% |
| 407 | Mitsubishi UFJ Asset Management , Ltd.#407 · 266 sh | 266 | $38.0K | 0.00% | 0.0% |
| 408 | Axiom Investment Management#408 · 250 sh | 250 | $35.7K | 0.02% | 0.0% |
| 409 | CENTRAL#409 · 238 sh | 238 | $34.0K | <0.01% | 0.0% |
| 410 | Wellington Grp#410 · 299 sh | 299 | $33.7K | 0.01% | 0.0% |
| 411 | WELLINGTON-ALTUS USA#411 · 265 sh | 265 | $29.9K | 0.02% | 0.0% |
| 412 | Acumen Wealth Advisors#412 · 208 sh | 208 | $29.8K | <0.01% | +31.6% |
| 413 | PEREGRINE CAPITAL MANAGEMENT#413 · 200 sh | 200 | $28.6K | <0.01% | +81.8% |
| 414 | Accent Capital Management#414 · 161 sh | 161 | $23.1K | 0.01% | New |
| 415 | Larson Financial Group#415 · 149 sh | 149 | $21.3K | <0.01% | 0.0% |
| 416 | Quent Capital#416 · 143 sh | 143 | $20.4K | <0.01% | -4.0% |
| 417 | NOMURA ASSET MANAGEMENT LTD#417 · 140 sh | 140 | $20.0K | 0.00% | -53.3% |
| 418 | MassMutual Private Wealth & , FSB#418 · 124 sh | 124 | $17.7K | — | -8.1% |
| 419 | HUNTINGTON NATIONAL BANK#419 · 122 sh | 122 | $17.4K | <0.01% | +0.8% |
| 420 | CVA Family Office#420 · 114 sh | 114 | $16.3K | <0.01% | +11.8% |
| 421 | DANSKE BANK A/S#421 · 110 sh | 110 | $15.7K | 0.00% | 0.0% |
| 422 | HORIZON FINANCIAL SERVICES#422 · 95 sh | 95 | $13.6K | <0.01% | 0.0% |
| 423 | Hilton Head Capital Partners#423 · 92 sh | 92 | $13.1K | — | -74.8% |
| 424 | BROWN BROTHERS HARRIMAN#424 · 90 sh | 90 | $12.8K | <0.01% | 0.0% |
| 425 | JFS WEALTH ADVISORS#425 · 83 sh | 83 | $11.9K | <0.01% | +6.4% |
| 426 | FIRST HORIZON NATIONAL#426 · 73 sh | 73 | $10.4K | — | New |
| 427 | Bogart Wealth#427 · 63 sh | 63 | $9.0K | <0.01% | +31.2% |
| 428 | Key FInancial#428 · 63 sh | 63 | $9.0K | <0.01% | 0.0% |
| 429 | First Command Advisory Services#429 · 325 sh | 325 | $8.7K | <0.01% | +190.2% |
| 430 | PRIVATE NA#430 · 61 sh | 61 | $8.7K | — | -16.4% |
| 431 | Fortitude Family Office#431 · 57 sh | 57 | $8.1K | — | +3.6% |
| 432 | ACTION POINT FINANCIAL PLANNING#432 · 57 sh | 57 | $7.6K | <0.01% | New |
| 433 | Rossby Financial, LCC#433 · 47 sh | 47 | $6.7K | <0.01% | -14.5% |
| 434 | Clearstead#434 · 46 sh | 46 | $6.6K | <0.01% | New |
| 435 | Clearstead Advisors#435 · 46 sh | 46 | $6.5K | <0.01% | +360.0% |
| 436 | Parkside Financial Bank#436 · 44 sh | 44 | $6.3K | <0.01% | +100.0% |
| 437 | J.Safra Asset Management#437 · 42 sh | 42 | $6.0K | <0.01% | 0.0% |
| 438 | Anchor Investment Management#438 · 42 sh | 42 | $6.0K | <0.01% | New |
| 439 | LRI Investments#439 · 41 sh | 41 | $5.9K | <0.01% | +13.9% |
| 440 | NBH Bank#440 · 40 sh | 40 | $5.7K | <0.01% | — |
| 441 | Manchester Capital Management#441 · 36 sh | 36 | $5.1K | — | 0.0% |
| 442 | Ronald Blue#442 · 36 sh | 36 | $5.1K | — | -56.1% |
| 443 | Salomon & Ludwin#443 · 35 sh | 35 | $5.1K | <0.01% | 0.0% |
| 444 | Rialto Wealth Management#444 · 35 sh | 35 | $5.0K | <0.01% | +191.7% |
| 445 | James T. Borello RIA#445 · 31 sh | 31 | $4.4K | — | +14.8% |
| 446 | WPG Advisers#446 · 30 sh | 30 | $4.3K | <0.01% | +57.9% |
| 447 | Avion Wealth#447 · 34 sh | 34 | $4.0K | <0.01% | +30.8% |
| 448 | Sachetta#448 · 26 sh | 26 | $3.7K | <0.01% | +23.8% |
| 449 | Continuum Advisory#449 · 25 sh | 25 | $3.6K | <0.01% | New |
| 450 | Private Wealth Management Group#450 · 24 sh | 24 | $3.4K | — | 0.0% |
| 451 | JPL Wealth Management#451 · 23 sh | 23 | $3.3K | <0.01% | 0.0% |
| 452 | Bell Investment Advisors#452 · 22 sh | 22 | $3.1K | <0.01% | 0.0% |
| 453 | Creative Capital Management Investments#453 · 22 sh | 22 | $3.1K | <0.01% | New |
| 454 | Ares Financial Consulting#454 · 21 sh | 21 | $3.0K | — | 0.0% |
| 455 | TD Capital Management#455 · 17 sh | 17 | $2.4K | <0.01% | 0.0% |
| 456 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#456 · 17 sh | 17 | $2.4K | <0.01% | 0.0% |
| 457 | Spire Wealth Management#457 · 16 sh | 16 | $2.3K | <0.01% | 0.0% |
| 458 | Dunhill Financial#458 · 14 sh | 14 | $2.1K | <0.01% | 0.0% |
| 459 | Bay Harbor Wealth Management#459 · 14 sh | 14 | $2.0K | <0.01% | +27.3% |
| 460 | Capital Advisors, Ltd.#460 · 15 sh | 15 | $2.0K | <0.01% | 0.0% |
| 461 | True Wealth Design#461 · 14 sh | 14 | $2.0K | — | 0.0% |
| 462 | Quarry#462 · 13 sh | 13 | $1.9K | <0.01% | -74.0% |
| 463 | DiNuzzo Private Wealth#463 · 13 sh | 13 | $1.9K | — | 0.0% |
| 464 | Physician Wealth Advisors#464 · 12 sh | 12 | $1.7K | — | 0.0% |
| 465 | IFP Advisors#465 · 12 sh | 12 | $1.7K | — | 0.0% |
| 466 | NBT BANK N A#466 · 12 sh | 12 | $1.7K | — | 0.0% |
| 467 | HFM Investment Advisors#467 · 11 sh | 11 | $1.6K | <0.01% | +120.0% |
| 468 | Torren Management#468 · 10 sh | 10 | $1.5K | <0.01% | 0.0% |
| 469 | Financial Network Wealth Advisors#469 · 10 sh | 10 | $1.4K | <0.01% | New |
| 470 | Signature Equity Partners#470 · 10 sh | 10 | $1.4K | <0.01% | New |
| 471 | Washington Advisors#471 · 9 sh | 9 | $1.3K | — | 0.0% |
| 472 | Transamerica Financial Advisors#472 · 7 sh | 7 | $1.0K | <0.01% | New |
| 473 | Silver Grove Financial Group#473 · 7 sh | 7 | $999.00 | <0.01% | New |
| 474 | Planning Strategies#474 · 6 sh | 6 | $857.00 | — | — |
| 475 | Valued Wealth Advisors#475 · 5 sh | 5 | $716.00 | <0.01% | New |
| 476 | Essential Partners#476 · 5 sh | 5 | $714.00 | — | -70.6% |
| 477 | Prestige Wealth Management Group#477 · 4 sh | 4 | $573.00 | <0.01% | 0.0% |
| 478 | Mascoma Wealth Management#478 · 4 sh | 4 | $571.00 | — | New |
| 479 | Principia Wealth Advisory#479 · 4 sh | 4 | $571.00 | <0.01% | 0.0% |
| 480 | Hughes Financial Services#480 · 3 sh | 3 | $428.00 | <0.01% | +50.0% |
| 481 | DecisionPoint Financial#481 · 2 sh | 2 | $292.00 | <0.01% | New |
| 482 | SHP Wealth Management#482 · 2 sh | 2 | $286.00 | 0.00% | New |
| 483 | Kilter Group#483 · 2 sh | 2 | $286.00 | <0.01% | New |
| 484 | Basecamp Wealth Advisors#484 · 2 sh | 2 | $286.00 | <0.01% | 0.0% |
| 485 | RAFFA WEALTH MANAGEMENT#485 · 1 sh | 1 | $143.00 | 0.00% | 0.0% |
| 486 | TFC Financial Management#486 · 1 sh | 1 | $143.00 | — | 0.0% |
| 487 | MARYLAND CAPITAL ADVISORS#487 · 1 sh | 1 | $143.00 | — | — |
| 488 | Medallion Wealth Advisors#488 · 1 sh | 1 | $143.00 | 0.00% | New |
| 489 | Activest Wealth Management#489 · 0 sh | 0 | $0.00 | — | New |
| 490 | Navigoe#490 · 5 sh | 5 | $0.00 | 0.00% | New |
| 491 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#491 · 83,738 sh | 83,738 | — | — | -3.9% |
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.