Запись по ценной бумаге · архивный квартал
UMBF
UMB Financial Corporation · Financial Services · Banks - Regional
116Отслеживаемые держатели
-3Δ держателей
56.20MАкций в держании
$6.47BОтчётная стоимость
+1Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.5% ·
поток акций +0.6% ·
новые чистые позиции -1.7%
· формула
Концентрированное накопление: рост долей при сокращении числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 9.12M | +0.9% | $1.05B | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (пассивный) | 7.68M | -1.1% | $884.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (пассивный) | 4.18M | -1.2% | $482.91M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 2.85M | n/a | $328.44M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 5 | Fidelity (FMR) ✦ | 2.64M | +17.3% | $303.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Wellington Management ✦ | 2.59M | -16.4% | $298.04M | 0.1% | ▼ Trim | 7 | SEC ↗ ×4 |
| 7 | Geode Capital Management ✦ (пассивный) | 1.91M | +1.8% | $219.53M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Neuberger Berman Group LLC | 1.74M | n/a | $200.62M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 9 | Allspring Global Investments… | 1.65M | n/a | $192.20M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 10 | American Century Companies Inc | 1.51M | n/a | $173.85M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Alliancebernstein L.P. | 1.44M | n/a | $165.99M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 1.24M | +41.1% | $142.78M | 0.1% | ▲ Add | 7 | SEC ↗ ×2 |
| 13 | Victory Capital Management Inc | 1.10M | n/a | $126.90M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Charles Schwab Investment… | 960.83K | n/a | $110.53M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northern Trust Corp | 853.30K | n/a | $98.16M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 16 | Morgan Stanley ✦ | 816.38K | +12.5% | $93.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 17 | Goldman Sachs Group ✦ | 806.42K | -4.5% | $92.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 18 | First Trust Advisors Lp | 803.25K | n/a | $92.41M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Nuveen, LLC | 790.75K | n/a | $90.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Norges Bank ✦ (пассивный) | 746.57K | Новый | $85.89M | 0.0% | New | 1 | SEC ↗ |
| 21 | Principal Financial Group Inc | 727.02K | n/a | $83.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Bank Of America Corp /De/ | 649.73K | n/a | $74.74M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 23 | Clearbridge Investments, LLC | 614.04K | n/a | $70.64M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 553.54K | n/a | $63.68M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 25 | T. Rowe Price ✦ | 486.07K | +96.1% | $55.92M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 26 | Captrust Financial Advisors | 459.42K | n/a | $52.85M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Balyasny Asset Management L.P. | 422.06K | n/a | $48.55M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Adage Capital Partners ✦ | 380.21K | +43.0% | $43.74M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 369.06K | -41.8% | $42.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 30 | Massachusetts Financial Services Co… | 353.24K | n/a | $40.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | UBS Group AG | 352.79K | n/a | $40.58M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 32 | Franklin Resources Inc | 346.70K | n/a | $39.88M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 33 | ProShare Advisors LLC | 309.66K | n/a | $35.62M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Invesco Ltd. | 283.11K | n/a | $32.57M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 35 | Raymond James Financial Inc | 275.60K | n/a | $31.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Fisher Asset Management ✦ | 266.75K | -7.0% | $30.69M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 37 | Rhumbline Advisers | 224.51K | n/a | $25.83M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 205.65K | n/a | $23.66M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 39 | Sei Investments Co | 194.47K | n/a | $22.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | New York State Common Retirement… | 193.94K | n/a | $22.31M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wcm Investment Management, Llc | 185.09K | n/a | $21.60M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Barclays Plc | 184.96K | n/a | $21.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 43 | UBS AM, a distinct business unit of… | 184.52K | n/a | $21.23M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 44 | Federated Hermes, Inc. | 160.99K | n/a | $18.52M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 45 | Envestnet Asset Management Inc | 156.45K | n/a | $18.00M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Swiss National Bank | 149.82K | n/a | $17.24M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 149.47K | -20.6% | $17.20M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 48 | Renaissance Technologies ✦ | 139.27K | +28.9% | $16.02M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 49 | California Public Employees… | 127.89K | n/a | $14.71M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Legal & General Group Plc | 113.68K | n/a | $13.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | Qube Research & Technologies Ltd | 96.62K | n/a | $11.12M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Deutsche Bank Ag\ | 89.72K | n/a | $10.32M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 53 | Creative Planning | 83.98K | n/a | $9.66M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 80.76K | n/a | $9.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 55 | Manufacturers Life Insurance… | 72.64K | n/a | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | California State Teachers… | 71.18K | n/a | $8.19M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Two Sigma Investments ✦ | 69.93K | +80.7% | $8.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 58 | Citigroup Inc | 61.92K | n/a | $7.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | Allianz Asset Management GmbH | 60.52K | n/a | $6.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Brown Advisory Inc | 55.75K | n/a | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Osaic Holdings, Inc. | 48.26K | n/a | $5.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 62 | FIL Ltd | 45.00K | n/a | $5.18M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | LPL Financial LLC | 41.70K | n/a | $4.80M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Mariner, LLC | 36.46K | n/a | $4.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 33.78K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Squarepoint Ops LLC | 33.78K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Royal Bank Of Canada | 33.74K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 68 | Janus Henderson Group Plc | 33.00K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 31.01K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 70 | Holocene Advisors, LP | 30.83K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Universal- Beteiligungs- und… | 30.59K | n/a | $3.52M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Prudential Financial Inc | 26.25K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 73 | Zurcher Kantonalbank (Zurich… | 23.92K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Cerity Partners LLC | 23.16K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 75 | Ensign Peak Advisors, Inc | 22.88K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Bnp Paribas Financial Markets | 21.20K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Stifel Financial Corp | 19.61K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | Wealth Enhancement Advisory… | 17.13K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | State Of Wisconsin Investment Board | 16.75K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Us Bancorp \De\ | 15.55K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 81 | Cwm, Llc | 13.87K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | GAMCO Investors ✦ | 13.87K | -13.3% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Voya Investment Management Llc | 12.84K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Susquehanna International Group, Llp | 12.32K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cetera Investment Advisers | 11.99K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Pictet Asset Management Holding SA | 11.42K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Hrt Financial Lp | 10.66K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | State Board Of Administration Of… | 9.87K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 8.80K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 90 | Pacer Advisors, Inc. | 8.54K | n/a | $982,557 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Truist Financial Corp | 7.98K | n/a | $917,559 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 92 | Canada Pension Plan Investment Board | 7.80K | n/a | $897,312 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Quantinno Capital Management LP | 7.56K | n/a | $869,257 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 7.05K | n/a | $811,075 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Hsbc Holdings Plc | 6.85K | n/a | $787,564 | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 96 | Focus Partners Wealth | 6.82K | n/a | $784,217 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | HighTower Advisors, LLC | 5.86K | n/a | $673,684 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Man Group plc | 5.77K | n/a | $663,781 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 5.37K | n/a | $618,014 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | Mackenzie Financial Corp | 4.56K | n/a | $530,548 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Norges Bank | $85.89M | 0.0% |
Закрыто
| Millennium Management | $4.03M | составлял 0.0% |
| Bridgewater Associates | $999,111 | составлял 0.0% |
| Marshall Wace | $654,831 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 445 держатели, 69.52M акции, $7.58B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Sep 01
GRAVES GREG M
Director · 573 акц. @ 139.60 · $80,011
Продажи на открытом рынке (S)
Продаж инсайдеров на открытом рынке в нашем окне покрытия нет.
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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