Ficha del valor · trimestre archivado
UMBF
UMB Financial Corporation · Financial Services · Banks - Regional
117Tenedores rastreados
-2Δ titulares
51.54MAcciones mantenidas
$7.32BValor declarado
+7Nuevas posiciones
−10Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -1.7% ·
flujo de acciones +1.4% ·
nuevas posiciones netas -2.6%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 9.49K | $1.24M | n/a | n/a |
| 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 |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 4.13M | +3.8% | $591.79M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 2 | Dimensional Fund Advisors Lp | 3.03M | +4.2% | $432.68M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 2.67M | +10.3% | $381.41M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 4 | Wellington Management ✦ | 1.69M | -37.7% | $240.87M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 5 | Goldman Sachs Group ✦ | 1.24M | +38.6% | $177.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 6 | American Century Companies Inc | 1.05M | -22.3% | $149.32M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Charles Schwab Investment… | 964.63K | -0.2% | $137.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 939.02K | -6.7% | $134.05M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 9 | Northern Trust Corp | 926.89K | +5.3% | $132.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 10 | Bank Of America Corp /De/ | 904.68K | +30.1% | $129.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | T. Rowe Price ✦ | 583.29K | -4.0% | $83.27M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 12 | Massachusetts Financial Services Co… | 353.04K | +3.9% | $50.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Franklin Resources Inc | 340.61K | +8.4% | $48.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 14 | Raymond James Financial Inc | 324.44K | +13.7% | $46.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | JPMorgan Chase ✦ | 306.50K | -1.4% | $43.97M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 16 | Fisher Asset Management ✦ | 243.15K | +0.3% | $34.71M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 17 | Sei Investments Co | 226.49K | +18.8% | $32.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Invesco Ltd. | 203.03K | -26.0% | $28.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 19 | New York State Common Retirement… | 196.16K | +1.3% | $28.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 179.56K | -3.9% | $25.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 21 | Wells Fargo & Company/Mn | 171.66K | +24.1% | $24.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | California Public Employees… | 132.99K | +0.1% | $18.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | State Of Wisconsin Investment Board | 117.73K | +1.2% | $16.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Legal & General Group Plc | 95.74K | -1.6% | $13.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Deutsche Bank Ag\ | 92.97K | +15.3% | $13.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 26 | Ameriprise Financial Inc | 73.96K | +1.4% | $10.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | FIL Ltd | 72.58K | -4.7% | $10.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Manufacturers Life Insurance… | 68.73K | -0.9% | $9.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citigroup Inc | 66.93K | +39.8% | $9.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Swedbank AB | 52.00K | Nuevo | $7.42M | 0.0% | New | 1 | SEC ↗ |
| 31 | Barclays Plc | 50.87K | -36.9% | $7.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Jones Financial Companies Lllp | 49.05K | +16.9% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Nomura Asset Management… | 35.35K | Nuevo | $5.05M | 0.0% | New | 1 | SEC ↗ |
| 34 | Tudor Investment Corp Et Al | 34.51K | +38.5% | $4.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 30.95K | +47.2% | $4.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 36 | Royal Bank Of Canada | 28.38K | +52.6% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 37 | Fifth Third Bancorp | 25.16K | -16.1% | $3.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Us Bancorp \De\ | 16.12K | +17.3% | $2.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 39 | State Board Of Administration Of… | 15.15K | +53.5% | $2.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Mackenzie Financial Corp | 13.48K | +478.5% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 9.27K | +12.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 42 | Truist Financial Corp | 8.42K | +4.0% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Bank Of Montreal /Can/ | 7.57K | -0.4% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 44 | Commonwealth Equity Services, Llc | 5.26K | +33.7% | $751,370 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 4.76K | +53.8% | $679,547 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Hsbc Holdings Plc | 3.30K | -75.3% | $470,965 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | Mml Investors Services, Llc | 2.81K | +14.0% | $400,464 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | CIBC Asset Management Inc | 2.35K | +3.4% | $336,200 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Danske Bank A/S | 110 | 0.0% | $15,704 | 0.0% | Held | 3 | SEC ↗ |
"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
| Swedbank AB | $7.42M | 0.0% |
| Nomura Asset Management… | $5.05M | 0.0% |
Posición cerrada
| Renaissance Technologies | $6.67M | era 0.0% |
| D. E. Shaw & Co. | $2.77M | era 0.0% |
| 1832 Asset Management L.P. | $255,808 | 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.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sep 01
GRAVES GREG M
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
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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