UMBF
UMB Financial Corporation · Financial Services · Banks - Regional
Señales de momentum (gestores comparables):
amplitud de titulares +5.3% ·
flujo de acciones -0.6% ·
nuevas posiciones netas 0.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 9.49K | $1.24M | n/a | −1 |
| 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 | n/a |
| Q1 2025 | 13 | -2 | 13.13M | $1.33B | n/a | −2 |
| Q4 2024 | 15 | +1 | 10.76M | $1.22B | +1 | n/a |
| Q3 2024 | 13 | +1 | 7.36M | $772.92M | +1 | n/a |
| Q2 2024 | 12 | n/a | 8.18M | $682.31M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 9.04M | -0.5% | $1.07B | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (pasivo) | 7.77M | -1.2% | $919.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (pasivo) | 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 ✦ (pasivo) | 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 | n/a | $99.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Morgan Stanley ✦ | 725.69K | n/a | $85.89M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 10 | JPMorgan Chase ✦ | 633.88K | n/a | $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 | Nuevo | $999,111 | 0.0% | New | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 5.53K | Nuevo | $654,831 | 0.0% | New | 1 | SEC ↗ ×3 |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Bridgewater Associates | $999,111 | 0.0% |
| Marshall Wace | $654,831 | 0.0% |
Posición cerrada
| Norges Bank | $93.83M | era 0.0% |
| Point72 Asset Management | $12.74M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 445 tenedores, 69.52M acciones, $7.58B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Director · 573 acc. @ 139.60 · $80,011
Ventas en mercado abierto (S)
Sin ventas en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología