UMBF

Umb Financial Corp

Latest period2024 - Q4Total superinvestors29

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 29 superinvestors own shares of Umb Financial Corp (UMBF), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Umb Financial Corp (UMBF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Umb Financial Corp (UMBF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Umb Financial Corp (UMBF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Bradley W Horstmann@Wedge Capital Management L L P Nc Recent Activity Increased 28.85%	0.12%	$6.526M 57,820 shares@ 112.86 avg price	Increased 28.85%
Mike Muhizi@Sg Americas Securities, Llc Recent Activity Increased 510.3%	0.01%	$1.707M 15,123 shares@ 112.88 avg price	Increased 510.3%
Jenna Fricke@Sanibel Captiva Trust Company, Inc. Recent Activity Increased 6.32%	0.02%	$548,838 4,863 shares@ 112.86 avg price	Increased 6.32%
Jim Coppedge@Crossmark Global Holdings, Inc. Recent Activity Increased 5.4%	0.01%	$410,000 3,634 shares@ 112.83 avg price	Increased 5.4%
David Maxey@Heritage Family Offices, Llp Recent Activity Increased 6.47%	0.12%	$232,423 2,059 shares@ 112.89 avg price	Increased 6.47%
Dawn Thomason@Usa Financial Formulas Recent Activity Increased 124.66%	0.01%	$54,511 483 shares@ 112.86 avg price	Increased 124.66%
Lorraine Wang@Gamma Investing Llc Recent Activity Increased 24.26%	0.01%	$46,837 415 shares@ 112.87 avg price	Increased 24.26%
Stephanie Kelm@Rise Advisors, Llc Recent Activity Increased 0.41%	0.02%	$28,242 250 shares@ 112.97 avg price	Increased 0.41%
Stephanie Nee@Harbor Capital Advisors, Inc. Recent Activity Increased 13.26%	0.01%	$23,000 205 shares@ 112.2 avg price	Increased 13.26%
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb Recent Activity Increased 5%	0.01%	$7,110 63 shares@ 112.86 avg price	Increased 5%