UMBF
UMB Financial Corporation · Financial Services · Banks - Regional
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -13.3% ·
Aktienfluss +22.0% ·
neue Nettopositionen -15.4%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 119 | -2 | 51.55M | $7.32B | +7 | −8 |
| Q1 2026 | 123 | +6 | 50.25M | $5.67B | +8 | −3 |
| Q4 2025 | 116 | -3 | 56.20M | $6.47B | +1 | −3 |
| Q3 2025 | 20 | +1 | 32.55M | $3.85B | +2 | −2 |
| Q2 2025 | 17 | +1 | 31.43M | $3.31B | +1 | — |
| Q1 2025 | 13 | -2 | 13.13M | $1.33B | — | −2 |
| Q4 2024 | 15 | +1 | 10.76M | $1.22B | +1 | — |
| Q3 2024 | 13 | +1 | 7.36M | $772.92M | +1 | — |
| Q2 2024 | 12 | — | 8.18M | $682.31M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passiv) | 3.98M | +27.3% | $404.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 2.41M | +19.1% | $243.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Wellington Management ✦ | 2.41M | +19.1% | $243.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 2.41M | +19.1% | $243.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 2.41M | +19.1% | $243.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 2.41M | +19.1% | $243.36M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 1.99M | -1.5% | $201.23M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 1.99M | -1.5% | $201.23M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passiv) | 1.73M | +55.2% | $174.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passiv) | 1.73M | +55.2% | $174.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Norges Bank ✦ (passiv) | 827.93K | +490.1% | $83.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Millennium Management ✦ | 485.75K | -37.5% | $49.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 453.90K | +50.4% | $45.89M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | Fisher Asset Management ✦ | 291.22K | +0.3% | $29.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 268.09K | +396.5% | $27.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 220.94K | +42.4% | $22.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 220.94K | +42.4% | $22.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 216.10K | -45.2% | $21.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 216.10K | -45.2% | $21.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 216.10K | -45.2% | $21.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 216.10K | -45.2% | $21.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 216.10K | -45.2% | $21.47M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Point72 Asset Management ✦ | 137.16K | -22.4% | $13.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 125.29K | -30.7% | $12.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| D. E. Shaw & Co. | $514,077 | war 0.0% |
| Marshall Wace | $237,006 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 445 Inhaber, 69.52M Anteile, $7.58B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.