UMBF
UMB Financial Corporation · Financial Services · Banks - Regional
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom -0.6% ·
netto nieuwe posities 0.0%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 117 | -2 | 51.54M | $7.32B | +7 | −10 |
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 9.04M | -0.5% | $1.07B | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (passief) | 7.77M | -1.2% | $919.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passief) | 4.23M | -1.5% | $502.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 3.10M | +32.0% | $366.74M | 0.1% | ▲ Add | 6 | SEC ↗ ×5 |
| 5 | Fidelity (FMR) ✦ | 2.25M | +1.2% | $266.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Geode Capital Management ✦ (passief) | 1.87M | +1.6% | $221.92M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 879.45K | -20.7% | $104.08M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 844.44K | — | $99.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Morgan Stanley ✦ | 725.69K | — | $85.89M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 10 | JPMorgan Chase ✦ | 633.88K | — | $75.02M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 11 | Fisher Asset Management ✦ | 286.68K | +1.6% | $33.93M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 265.93K | -33.5% | $31.47M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 247.89K | +5.6% | $29.34M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 14 | AQR Capital Management ✦ | 188.18K | +2.2% | $22.27M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 15 | Renaissance Technologies ✦ | 108.07K | -57.8% | $12.79M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 38.70K | -68.2% | $4.58M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Millennium Management ✦ | 34.05K | -77.2% | $4.03M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 16.00K | -14.5% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 8.44K | Nieuw | $999,111 | 0.0% | New | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 5.53K | Nieuw | $654,831 | 0.0% | New | 1 | SEC ↗ ×3 |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bridgewater Associates | $999,111 | 0.0% |
| Marshall Wace | $654,831 | 0.0% |
Verlaten
| Norges Bank | $93.83M | was 0.0% |
| Point72 Asset Management | $12.74M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 445 houders, 69.52M aandelen, $7.58B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Director · 573 aand @ 139.60 · $80,011
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