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 при меньшей совокупной доле
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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 9.34M | +2.5% | $1.05B | 0.0% | ▲ Add | 4 | SEC ↗ ×16 |
| 2 | State Street Global Advisors ✦ (пассивный) | 3.98M | -4.8% | $450.85M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 3.10M | n/a | $349.79M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Dimensional Fund Advisors Lp | 2.91M | +1.9% | $328.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Wellington Management ✦ | 2.71M | +4.5% | $305.34M | 0.1% | ▲ Add | 8 | SEC ↗ ×4 |
| 6 | Fidelity (FMR) ✦ | 2.42M | -8.1% | $273.23M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 7 | Geode Capital Management ✦ (пассивный) | 1.95M | +2.1% | $219.69M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Neuberger Berman Group LLC | 1.70M | -2.5% | $191.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Allspring Global Investments… | 1.36M | -17.8% | $155.60M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | American Century Companies Inc | 1.35M | -10.9% | $151.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Alliancebernstein L.P. | 1.22M | -15.4% | $140.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 1.07M | -13.9% | $120.53M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 1.01M | +23.3% | $113.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 14 | Victory Capital Management Inc | 979.05K | -11.2% | $110.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Charles Schwab Investment… | 966.74K | +0.6% | $109.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | First Trust Advisors Lp | 899.40K | +12.0% | $101.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 896.10K | +11.1% | $101.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Northern Trust Corp | 880.35K | +3.2% | $99.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 19 | Principal Financial Group Inc | 712.86K | -1.9% | $80.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Bank Of America Corp /De/ | 695.28K | +7.0% | $78.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 21 | Nuveen, LLC | 656.03K | -17.0% | $73.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Clearbridge Investments, LLC | 649.57K | +5.8% | $73.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | T. Rowe Price ✦ | 607.31K | +24.9% | $68.50M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 24 | Bank of New York Mellon Corp | 552.72K | -0.1% | $62.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 25 | Captrust Financial Advisors | 446.39K | -2.8% | $50.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Massachusetts Financial Services Co… | 339.70K | -3.8% | $38.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Franklin Resources Inc | 314.14K | -9.4% | $35.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 28 | Schroder Investment Management Group | 321.91K | n/a | $35.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | JPMorgan Chase ✦ | 310.88K | -15.8% | $34.19M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 30 | UBS Group AG | 292.83K | -17.0% | $33.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 31 | Raymond James Financial Inc | 285.31K | +3.5% | $32.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Invesco Ltd. | 274.34K | -3.1% | $30.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 33 | Qube Research & Technologies Ltd | 266.73K | +176.1% | $30.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Fisher Asset Management ✦ | 242.44K | -9.1% | $27.34M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 35 | Rhumbline Advisers | 227.78K | +1.5% | $25.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | ProShare Advisors LLC | 215.44K | -30.4% | $24.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | New York State Common Retirement… | 193.66K | -0.1% | $21.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Sei Investments Co | 190.70K | -1.9% | $21.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | AQR Capital Management ✦ | 192.66K | +28.9% | $21.50M | 0.0% | ▲ Add | 8 | SEC ↗ ×5 |
| 40 | UBS AM, a distinct business unit of… | 186.93K | +1.3% | $21.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 41 | Wcm Investment Management, Llc | 178.46K | -3.6% | $19.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Federated Hermes, Inc. | 170.67K | +6.0% | $19.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 43 | Adage Capital Partners ✦ | 160.69K | -57.7% | $18.12M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 44 | Millennium Management ✦ | 159.82K | Новый | $18.03M | 0.0% | New | 1 | SEC ↗ |
| 45 | Swiss National Bank | 150.22K | +0.3% | $16.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 138.30K | -32.8% | $15.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 47 | California Public Employees… | 132.82K | +3.9% | $14.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Envestnet Asset Management Inc | 132.43K | -15.3% | $14.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | State Of Wisconsin Investment Board | 116.38K | +594.7% | $13.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Creative Planning | 105.55K | +25.7% | $11.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Legal & General Group Plc | 97.24K | -14.5% | $10.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | California State Teachers… | 87.18K | +22.5% | $9.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Barclays Plc | 80.63K | -56.4% | $9.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | Deutsche Bank Ag\ | 80.60K | -10.2% | $9.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 55 | Squarepoint Ops LLC | 77.15K | +128.4% | $8.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 76.21K | +259.5% | $8.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | FIL Ltd | 76.18K | +69.3% | $8.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Ameriprise Financial Inc | 72.92K | -9.7% | $8.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Manufacturers Life Insurance… | 69.34K | -4.5% | $7.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Two Sigma Investments ✦ | 61.84K | -11.6% | $6.97M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 61 | Jane Street Group, Llc | 61.55K | +2092.6% | $6.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 62 | Renaissance Technologies ✦ | 59.17K | -57.5% | $6.67M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 54.01K | +338.6% | $6.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Brown Advisory Inc | 53.07K | -4.8% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 48.18K | -0.2% | $5.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 66 | Citigroup Inc | 47.88K | -22.7% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Holocene Advisors, LP | 46.01K | +49.3% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Point72 Asset Management ✦ | 45.50K | Новый | $5.13M | 0.0% | New | 1 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 41.97K | +681.2% | $4.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 70 | LPL Financial LLC | 35.83K | -14.1% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Mariner, LLC | 35.13K | -3.6% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 34.10K | +0.9% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 33.92K | +9.4% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 74 | Janus Henderson Group Plc | 33.00K | 0.0% | $3.72M | 0.0% | Held | 2 | SEC ↗ |
| 75 | Universal- Beteiligungs- und… | 31.31K | +2.3% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Fifth Third Bancorp | 30.01K | +5109.6% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Quantinno Capital Management LP | 28.40K | +275.9% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Zurcher Kantonalbank (Zurich… | 28.17K | +17.8% | $3.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Tudor Investment Corp Et Al | 24.93K | Новый | $2.81M | 0.0% | New | 1 | SEC ↗ |
| 80 | D. E. Shaw & Co. ✦ | 24.55K | Новый | $2.77M | 0.0% | New | 1 | SEC ↗ |
| 81 | Cerity Partners LLC | 23.46K | +1.3% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 82 | Ensign Peak Advisors, Inc | 22.08K | -3.5% | $2.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Stifel Financial Corp | 21.03K | +7.2% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | Allianz Asset Management GmbH | 20.57K | -66.0% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 85 | Royal Bank Of Canada | 18.59K | -44.9% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 86 | Cwm, Llc | 14.43K | +4.0% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Prudential Financial Inc | 14.29K | -45.6% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 88 | Us Bancorp \De\ | 13.74K | -11.7% | $1.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 89 | Hsbc Holdings Plc | 13.36K | +95.1% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 90 | Voya Investment Management Llc | 12.35K | -3.8% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Pictet Asset Management Holding SA | 12.28K | +7.5% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Cetera Investment Advisers | 11.50K | -4.2% | $1.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | State Board Of Administration Of… | 9.87K | 0.0% | $1.11M | 0.0% | Held | 2 | SEC ↗ |
| 94 | Pacer Advisors, Inc. | 8.48K | -0.7% | $956,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 8.24K | -6.5% | $928,940 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 96 | Truist Financial Corp | 8.10K | +1.5% | $913,035 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 97 | Focus Partners Wealth | 7.79K | +14.2% | $878,466 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 7.60K | +7.8% | $856,908 | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 99 | CIBC Bancorp USA Inc. | 7.01K | n/a | $790,320 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 100 | Man Group plc | 6.19K | +7.3% | $698,057 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Millennium Management | $18.03M | 0.0% |
| Point72 Asset Management | $5.13M | 0.0% |
| Tudor Investment Corp Et Al | $2.81M | 0.0% |
| D. E. Shaw & Co. | $2.77M | 0.0% |
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 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: Q1 2026 ·
Методология ·
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