UMBF — Umb Finl Corp Institutional Holders · Q3 2026
Who owns Umb Finl Corp (UMBF)? 17 institutions reported holding $57.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($47.5M), Friday Financial ($3.6M), Artemis Investment Management LLP ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $47.5M | 365,186 | Trimmed |
| 2 | Friday Financial | $3.6M | 27,532 | Added |
| 3 | Artemis Investment Management LLP | $1.8M | 14,161 | Added |
| 4 | Farther Finance Advisors, LLC | $1.8M | 13,703 | Added |
| 5 | ATWOOD & PALMER INC | $1.2M | 9,166 | Hold |
| 6 | FIRST COMMUNITY TRUST NA | $413,432 | 3,180 | Hold |
| 7 | Whalen Wealth Management Inc. | $380,149 | 2,924 | Trimmed |
| 8 | GAMMA Investing LLC | $268,731 | 2,067 | Added |
| 9 | Acropolis Investment Management, LLC | $193,975 | 1,492 | Hold |
| 10 | Versant Capital Management, Inc | $170,443 | 1,311 | Added |
| 11 | GoalVest Advisory LLC | $112,459 | 865 | Trimmed |
| 12 | Marquette Asset Management, LLC | $107,389 | 826 | Hold |
| 13 | Trust Co | $87,107 | 670 | Hold |
| 14 | GK Wealth Management LLC | $79,315 | 610 | New |
| 15 | MassMutual Private Wealth & Trust, FSB | $12,741 | 98 | Trimmed |
| 16 | Planning Strategies Inc. | $910 | 7 | Added |
| 17 | Monument Capital Management | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30