Запись по ценной бумаге · архивный квартал
UMBF
UMB Financial Corporation · Financial Services · Banks - Regional
123Отслеживаемые держатели
+6Δ держателей
50.25MАкций в держании
$5.67BОтчётная стоимость
+8Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +5.1% ·
поток акций -1.9% ·
новые чистые позиции +4.1%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (пассивный) | 3.98M | -4.8% | $450.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 3.10M | — | $349.79M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 2.91M | +1.9% | $328.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 2.91M | +1.9% | $328.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 2.91M | +1.9% | $328.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 2.91M | +1.9% | $328.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 2.91M | +1.9% | $328.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Wellington Management ✦ | 2.71M | +4.5% | $305.34M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 25 | Wellington Management ✦ | 2.71M | +4.5% | $305.34M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 26 | Wellington Management ✦ | 2.71M | +4.5% | $305.34M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 27 | Wellington Management ✦ | 2.71M | +4.5% | $305.34M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 2.42M | -8.1% | $273.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 2.42M | -8.1% | $273.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 2.42M | -8.1% | $273.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 2.42M | -8.1% | $273.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 2.42M | -8.1% | $273.23M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Geode Capital Management ✦ (пассивный) | 1.95M | +2.1% | $219.69M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | Geode Capital Management ✦ (пассивный) | 1.95M | +2.1% | $219.69M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | Neuberger Berman Group LLC | 1.70M | -2.5% | $191.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 36 | Neuberger Berman Group LLC | 1.70M | -2.5% | $191.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Allspring Global Investments… | 1.36M | -17.8% | $155.60M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 38 | Allspring Global Investments… | 1.36M | -17.8% | $155.60M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 39 | American Century Companies Inc | 1.35M | -10.9% | $151.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 40 | Alliancebernstein L.P. | 1.22M | -15.4% | $140.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 1.07M | -13.9% | $120.53M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 1.07M | -13.9% | $120.53M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Victory Capital Management Inc | 979.05K | -11.2% | $110.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 58 | Charles Schwab Investment… | 966.74K | +0.6% | $109.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | First Trust Advisors Lp | 899.40K | +12.0% | $101.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 896.10K | +11.1% | $101.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 896.10K | +11.1% | $101.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 896.10K | +11.1% | $101.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Northern Trust Corp | 880.35K | +3.2% | $99.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Northern Trust Corp | 880.35K | +3.2% | $99.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Northern Trust Corp | 880.35K | +3.2% | $99.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Northern Trust Corp | 880.35K | +3.2% | $99.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Northern Trust Corp | 880.35K | +3.2% | $99.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Northern Trust Corp | 880.35K | +3.2% | $99.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Northern Trust Corp | 880.35K | +3.2% | $99.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Principal Financial Group Inc | 712.86K | -1.9% | $80.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Principal Financial Group Inc | 712.86K | -1.9% | $80.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 695.28K | +7.0% | $78.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank Of America Corp /De/ | 695.28K | +7.0% | $78.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank Of America Corp /De/ | 695.28K | +7.0% | $78.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Bank Of America Corp /De/ | 695.28K | +7.0% | $78.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Bank Of America Corp /De/ | 695.28K | +7.0% | $78.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Nuveen, LLC | 656.03K | -17.0% | $73.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Nuveen, LLC | 656.03K | -17.0% | $73.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Nuveen, LLC | 656.03K | -17.0% | $73.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Clearbridge Investments, LLC | 649.57K | +5.8% | $73.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | T. Rowe Price ✦ | 607.31K | +24.9% | $68.50M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 82 | T. Rowe Price ✦ | 607.31K | +24.9% | $68.50M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Captrust Financial Advisors | 446.39K | -2.8% | $50.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 97 | Massachusetts Financial Services Co… | 339.70K | -3.8% | $38.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Massachusetts Financial Services Co… | 339.70K | -3.8% | $38.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Franklin Resources Inc | 314.14K | -9.4% | $35.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Franklin Resources Inc | 314.14K | -9.4% | $35.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Norges Bank | $85.89M | составлял 0.0% |
| GAMCO Investors | $1.60M | составлял 0.0% |
| Hrt Financial Lp | $1.23M | 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 держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
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: Q1 2026 ·
Методология ·
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