UMBF UMB Financial Corporation - Common Stock

NASDAQ · Banking · 在 SEC EDGAR 上查看 ↗
$149.02
价格 · 八月 19, 2026
截至...的财报数据 四月 30, 2026
52周区间
$103–$153
91% of range
分析师评级
BUY
19 analysts
目标价
$167
+12% upside
P/E (TTM)
16.0
ROE
9.4%
净利润率
26.5%

关于 UMB Financial Corporation - Common Stock 公司概况（来自维基百科）

UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.

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UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.

UMB Financial is the parent company of UMB Bank, which ranks as one of America's Best Banks by Forbes and S&P Global Market Intelligence, based on eight financial measures of asset quality, capital adequacy and profitability. UMB operates banking and wealth management centers in Missouri, Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.

History

In 1919, W.T. Kemper and Associates bought shares in City Center Bank, and R. Crosby Kemper became the president of the company. In 1926, the bank built a six-story headquarters, adding a drive-up service window in 1928. In 1934, the bank was renamed City National Bank and Trust Company and moved to Kansas City's financial center. In 1959, R. Crosby Kemper Jr. (a third generation banker from the Kemper family) became president of the bank and led the installation of its first computer processing system. City National acquired several other banks over the years as banking laws changed. In 1969, it reorganized as a holding company, Missouri Bancshares, which changed its name to United Missouri Bancshares (UMB) in 1971.

In 1987, UMB acquired FCB Corp. and its three banks in Southern Illinois. In 1992, UMB expanded into Colorado with the purchase of Valley Bank and National Bank of the West in Colorado Springs. UMB acquired Denver's Columbine National Bank in 1992, and in 1994, all of UMB's Colorado banks were merged into one entity, UMB Bank Colorado. To reflect its expansion outside of Missouri, UMB changed its name to the current UMB Financial Corporation in 1994. In 1995, UMB acquired Oklahoma Bank and its holding company, First Sooner Bancshares. That same year, UMB entered the online banking market in conjunction with Visa Interactive.

In 2001, UMB purchased Sunstone Financial Group Inc. and rebranded it to UMB Fund Services, Inc. It followed in 2002 with its purchase of State Street Bank & Trust Company of Missouri. In 2001 UMB also established Scout Investment Advisors Inc.

In February 2002, the UMB acquired naming rights to St. Louis' Riverport Amphitheatre and renamed it UMB Bank Pavilion. This agreement expired in 2006, after which Verizon Wireless purchased naming rights. In 2004, Peter deSilva became the president and Mariner Kemper became chairman and CEO of UMB Financial Corporation.

In June 2015, UMB acquired Marquette Financial Companies, which expanded its operations into the U.S states of Minnesota, Texas and Arizona.

In April 2017, the firm sold Reams Asset Management and Scouts Investments to Raymond James Financial for $172.5 million.

In December 2019, UMB had 91 branches located across eight U.S. states: Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas.

UMB acquired Heartland Financial in 2025, bringing it into five more states, including California, Minnesota, New Mexico, Iowa and Wisconsin (which used state and regional-focused brands for their ten banking divisions, all of which have taken the new UMB Bank name), and merged banking and marketing operations in full by the end of the year, with physical signage replaced with UMB branding in mid-October.

As of January 2026, UMB has 211 domestic locations in 14 states: Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.

Lines of business

Accounts Receivable Financing

Commercial Banking and Lending

Healthcare Services: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)

Institutional Banking and Lending

Personal Banking: Private Wealth Management and Consumer Banking

Small Business Banking

Transportation Finance

Subsidiaries

Subsidiaries of the holding company and the lead bank, UMB Bank, n.a., include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment adviser that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.

来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

UMBF 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$149.02
市值
$11.32B
P/E (TTM)
16.0
每股收益 (TTM)
$9.29
营收 (TTM)
—
股息收益率
1.2%
ROE
9.4%
负债/权益
—
52周区间
$103 – $153

UMBF 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 —
EPS $9.29
10-point trend, +188.5%
2016-12-31 → 2025-12-31
自由现金流 $978M
10-point trend, +298.3%
2016-12-31 → 2025-12-31
利润率 26.5%

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？

指标
5年趋势
UMBF
同行中位数
P/E (TTM)
5-point trend, -15.5%
16.0
12.1
P/S (TTM) (市销率 (TTM))
5-point trend, -17.8%
4.3
2.3
P/B (市净率)
5-point trend, -30.5%
1.5
1.1
Price / FCF (股价/自由现金流)
5-point trend, -13.0%
11.6
—

盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
UMBF
同行中位数
Net Profit Margin (净利润率)
5-point trend, -3.8%
26.5%
28.3%
ROA
5-point trend, +22.6%
1.1%
1.2%
ROE
5-point trend, -16.8%
9.4%
11.1%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
UMBF
同行中位数

成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
UMBF
同行中位数
Revenue YoY (营收同比增长)
62.8%
—
Revenue CAGR 3Y (营收3年复合年增长率)
21.8%
—
Revenue CAGR 5Y (营收5年复合年增长率)
15.5%
—
EPS YoY
5-point trend, +28.3%
3.3%
—
Net Income YoY (净利润同比增长)
5-point trend, +99.0%
59.2%
—

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
UMBF
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +28.3%
$9.29
—

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
UMBF
同行中位数
Payout Ratio (派息率)
5-point trend, +2.1%
19.3%
—

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
1.2%
派息率
19.3%
5年股息复合年增长率 (CAGR)
—
除息日金额
2026年6月10日$0.4300
2026年3月10日$0.4300
2025年12月10日$0.4300
2025年9月10日$0.4000
2025年6月10日$0.4000
2025年3月10日$0.4000
2024年12月10日$0.4000
2024年9月10日$0.3900
2024年6月10日$0.3900
2024年3月8日$0.3900
2023年12月8日$0.3900
2023年9月8日$0.3800
2023年6月9日$0.3800
2023年3月9日$0.3800
2022年12月9日$0.3800
2022年9月9日$0.3700
2022年6月9日$0.3700
2022年3月9日$0.3700
2021年12月9日$0.3700
2021年9月9日$0.3700

UMBF 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 19 位分析师
  • 强烈买入 4 21.1%
  • 买入 12 63.2%
  • 持有 3 15.8%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

13 位分析师 · 2026-08-16
中位数目标 $167.00 +12.1%
平均目标 $167.31 +12.3%

收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期

平均惊喜
0.16%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $3.56 $3.19 0.37%
2026年3月31日 $3.35 $2.86 0.49%
2025年12月31日 $2.74 $2.60 0.14%
2025年9月30日 $2.36 $2.50 -0.14%
2025年6月30日 $2.82 $2.44 0.38%
2025年3月31日 $1.94 $2.24 -0.30%

同行比较（GICS 子行业） 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
UMBF $8.74B 12.4 62.8% 26.5% 9.4% —
EWBC $15.46B 11.8 12.2% 45.2% 15.5% —
PNFP $7.41B 11.8 18.3% 31.2% 9.5% —
WBS — 10.7 11.9% — — —
FHN $11.59B 12.8 7.2% 28.7% 11.1% —
WTFC $9.36B 12.3 5.9% 310.1% 11.4% —
SSB $9.33B 12.0 56.1% 29.8% 8.9% —
CFR — 12.8 8.3% 29.0% 14.8% —
ZION $8.64B 9.7 3.6% 135.8% 13.1% —
ONB $8.69B 12.5 — 26.5% 8.1% —

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 10
UMBF 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +6548.7% · · $919M $224M $46M $77M $192M $122M $58M $28M $19M $14M
Interest Income 12-point trend, +821.8% $3.35B $2.17B $1.84B $1.14B $862M $808M $863M $732M $617M $523M $431M $364M
Pretax Income 12-point trend, +426.9% $875M $541M $422M $532M $429M $339M $286M $224M $236M $199M $128M $166M
Income Tax 12-point trend, +280.0% $173M $100M $72M $100M $76M $52M $42M $27M $53M $45M $32M $45M
Net Income 12-point trend, +482.2% $702M $441M $350M $432M $353M $287M $244M $196M $247M $159M $116M $121M
EPS (Basic) 12-point trend, +247.6% $9.35 $9.05 $7.22 $8.93 $7.31 $5.95 $4.99 $3.97 $5.02 $3.25 $2.46 $2.69
EPS (Diluted) 12-point trend, +250.6% $9.29 $8.99 $7.18 $8.86 $7.24 $5.93 $4.96 $3.93 $4.96 $3.22 $2.44 $2.65
Shares (Basic) 12-point trend, +63.4% 73,259,082 48,747,814 48,503,643 48,340,922 48,271,462 48,137,791 48,779,263 49,334,937 49,223,661 48,828,313 47,126,252 44,844,578
Shares (Diluted) 12-point trend, +62.1% 73,670,643 49,056,956 48,763,820 48,747,399 48,738,292 48,343,750 49,089,877 49,770,737 49,839,290 49,277,055 47,579,334 45,445,283
EBITDA 2-point trend, +15.5% · · · · · · · · · $-2M $-3M ·
资产负债表 17
UMBF 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +334.9% $7.77B $8.45B $5.53B $1.56B $9.21B $3.50B $1.67B $1.67B $1.72B $1.06B $819M $1.79B
PP&E (Net) 12-point trend, +54.5% $398M $222M $242M $264M $271M $293M $300M $284M $276M $289M $281M $258M
PP&E (Gross) 12-point trend, +88.4% $1.13B $913M $894M $876M $849M $835M $804M $758M $709M $701M $659M $598M
Goodwill 12-point trend, +777.1% $1.84B $207M $207M $207M $175M $181M $181M $181M $181M $181M $228M $210M
Intangibles 12-point trend, +1006.7% $487M $64M $71M $71M $14M $21M $28M $15M $20M $27M $47M $44M
Total Assets 12-point trend, +317.7% $73.09B $50.41B $44.01B $38.51B $42.69B $33.13B $26.56B $23.35B $21.77B $20.68B $19.09B $17.50B
Short-term Debt 2-point trend, +35835.3% · · $1.80B · · · · · · · $5M ·
Total Liabilities 12-point trend, +312.4% $65.40B $46.94B $40.91B $35.85B $39.55B $30.11B $23.95B $21.12B $19.59B $18.72B $17.20B $15.86B
Long-term Debt 12-point trend, +5282.8% $474M $385M $383M $381M $272M $270M $70M $83M $79M $77M $86M $9M
Total Debt 2-point trend, +35835.3% · · $1.80B · · · · · · · $5M ·
Common Stock 12-point trend, +42.9% $79M $55M $55M $55M $55M $55M $55M $55M $55M $55M $55M $55M
Retained Earnings 12-point trend, +287.6% $3.74B $3.17B $2.81B $2.54B $2.18B $1.89B $1.67B $1.49B $1.34B $1.14B $1.03B $964M
Treasury Stock 12-point trend, -41.2% $165M $336M $343M $347M $323M $338M $278M $274M $212M $211M $212M $281M
AOCI 12-point trend, -2476.2% $-262M $-573M $-557M $-703M $126M $318M $83M $-96M $-46M $-58M $-4M $11M
Stockholders' Equity 12-point trend, +368.0% $7.69B $3.47B $3.10B $2.67B $3.15B $3.02B $2.61B $2.23B $2.18B $1.96B $1.89B $1.64B
Liabilities + Equity 12-point trend, +317.7% $73.09B $50.41B $44.01B $38.51B $42.69B $33.13B $26.56B $23.35B $21.77B $20.68B $19.09B $17.50B
Shares Outstanding 12-point trend, +66.8% 75,960,675 48,814,177 48,554,127 48,319,404 48,430,805 48,006,386 49,097,606 49,117,222 49,894,990 49,673,056 49,396,366 45,532,188
现金流 19
UMBF 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +205.8% $142M $53M $59M $54M $56M $63M $56M $53M $55M $-2M $-3M $46M
Stock-based Comp 12-point trend, +290.7% $38M $23M $19M $21M $21M $15M $15M $11M $13M $12M $11M $10M
Deferred Tax 12-point trend, +823.0% $83M $-16M $-20M $-6M $-13M $-5M $-153.0K $-20M $60M $2M $-645.0K $-11M
Amort. of Intangibles 12-point trend, +667.0% $94M $8M $9M $5M $5M $7M $6M $6M $7M $9M $8M $12M
Other Non-cash 2-point trend, +36.8% · · · · · · · · · $125M $92M ·
Operating Cash Flow 12-point trend, +317.9% $1.03B $225M $473M $770M $534M $374M $340M $296M $327M $296M $212M $246M
CapEx 12-point trend, +8.5% $49M $20M $23M $52M $34M $60M $72M $58M $36M $51M $54M $45M
Investing Cash Flow 11-point trend, -322.5% $-5.62B $-3.26B $-1.27B $-3.85B $-4.24B $-4.49B $-2.99B $-1.75B $-479M $-1.50B $-1.33B ·
Debt Issued 8-point trend, +1967.7% · · · $110M · $200M $19M $4M $3M $2M $2M $5M
Net Debt Issued 9-point trend, -5426.2% $-200M · · $110M · $200M $14M $2M $1M $-10M $-8M $4M
Stock Issued $235M · · · · · · · · · · ·
Stock Repurchased 12-point trend, +207.1% $18M $8M $8M $32M $6M $64M $4M $77M $15M $16M $8M $6M
Net Stock Activity 12-point trend, +3888.8% $218M $-8M $-8M $-32M $-6M $-64M $-4M $-77M $-15M $-16M $-8M $-6M
Dividends Paid 12-point trend, +227.9% $136M $77M $74M $72M $67M $60M $59M $58M $52M $49M $46M $41M
Financing Cash Flow 11-point trend, +2507.4% $3.92B $5.96B $4.77B $-4.58B $9.42B $5.95B $2.64B $1.41B $804M $1.45B $150M ·
Net Change in Cash 12-point trend, +14.9% $-677M $2.92B $3.97B $-7.66B $5.72B $1.83B $-5M $-42M $652M $245M $-968M $-795M
Taxes Paid 9-point trend, +38.2% $63M $77M $79M $102M $93M $34M $2M $63M $46M · · ·
Free Cash Flow 12-point trend, +391.5% $978M $201M $446M $718M $500M $313M $269M $239M $290M $246M $157M $199M
Levered FCF 10-point trend, -267.8% · · $-317M $536M $463M $248M $106M $132M $245M $224M $144M $189M
盈利能力 5
UMBF 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +86.2% 26.5% 27.1% 23.9% 29.4% 27.5% 22.2% 22.2% 19.3% 25.1% 16.4% 13.2% 14.2%
Pretax Margin 12-point trend, +69.9% 33.0% 33.2% 28.8% 36.2% 33.5% 26.2% 26.1% 22.1% 24.1% 21.3% 18.1% 19.4%
EBITDA Margin 2-point trend, +22.6% · · · · · · · · · -0.24% -0.31% ·
ROA 12-point trend, +62.9% 1.1% 0.93% 0.85% 1.1% 0.93% 0.96% 0.98% 0.87% 1.2% 0.80% 0.63% 0.70%
ROE 12-point trend, +26.8% 9.4% 12.6% 11.8% 16.6% 11.3% 9.8% 9.4% 8.8% 11.5% 8.0% 6.1% 7.4%
流动性与偿付能力 1
UMBF 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Debt / Equity 2-point trend, +22230.8% · · 0.6 · · · · · · · 0.0 ·
效率 1
UMBF 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -12.8% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
每股 6
UMBF 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +180.6% $101.28 $71.02 $63.85 $55.20 $64.95 $62.84 $53.09 $45.37 $43.72 $39.51 $38.34 $36.10
Revenue / Share 12-point trend, +92.8% $36.00 $33.21 $29.98 $30.11 $26.32 $26.71 $22.36 $20.34 $19.71 $19.71 $18.46 $18.68
Cash Flow / Share 12-point trend, +159.8% $13.94 $4.59 $9.69 $15.79 $10.96 $7.73 $6.96 $5.97 $6.55 $6.02 $4.43 $5.36
Cash / Share 12-point trend, +160.7% $102.32 $173.08 $113.86 $32.24 $190.26 $72.86 $34.00 $34.08 $34.40 $21.42 $16.58 $39.25
Dividend Paid / Share 12-point trend, +79.1% $2 $2 $2 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +250.6% $9.29 $8.99 $7.18 $8.86 $7.24 $5.93 $4.96 $3.93 $4.96 $3.22 $2.44 $2.65
增长率 10
UMBF 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +9474.6% 62.8% 11.4% -0.41% 14.4% -0.67% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +416.4% 21.8% 8.3% 4.2% · · · · · · · · ·
Revenue CAGR 5Y 15.5% · · · · · · · · · · ·
EPS YoY 5-point trend, -84.9% 3.3% 25.2% -19.0% 22.4% 22.1% · · · · · · ·
EPS CAGR 3Y 3-point trend, -75.8% 1.6% 7.5% 6.6% · · · · · · · · ·
EPS CAGR 5Y 9.4% · · · · · · · · · · ·
Net Income YoY 5-point trend, +154.9% 59.2% 26.1% -18.9% 22.3% 23.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +155.4% 17.6% 7.7% 6.9% · · · · · · · · ·
Net Income CAGR 5Y 19.6% · · · · · · · · · · ·
Dividend CAGR 5Y 17.6% · · · · · · · · · · ·
估值 (TTM) 17
UMBF 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +212.5% $2.65B $1.63B $1.46B $1.47B $1.28B $1.29B $1.10B $1.01B $982M $898M $783M $849M
Net Income TTM 12-point trend, +482.2% $702M $441M $350M $432M $353M $287M $244M $196M $247M $159M $116M $121M
Market Cap 12-point trend, +237.4% $8.74B $5.51B $4.06B $4.04B $5.14B $3.31B $3.37B $2.99B $3.59B $3.83B $2.30B $2.59B
Enterprise Value 2-point trend, -77.9% · · $328M · · · · · · · $1.49B ·
P/E 12-point trend, -42.3% 12.4 12.6 11.6 9.4 14.7 11.6 13.8 15.5 14.5 24.0 19.1 21.5
P/S 12-point trend, +8.0% 3.3 3.4 2.8 2.7 4.0 2.6 3.1 3.0 3.7 4.3 2.9 3.1
P/B 12-point trend, -27.9% 1.1 1.6 1.3 1.5 1.6 1.1 1.3 1.3 1.6 2.0 1.2 1.6
P / Tangible Book 6-point trend, +38.4% 1.6 1.7 1.4 1.7 1.7 1.2 · · · · · ·
P / Cash Flow 12-point trend, -19.9% 8.5 24.5 8.6 5.2 9.6 8.9 9.9 10.1 11.0 12.9 10.9 10.6
P / FCF 12-point trend, -31.4% 8.9 27.4 9.1 5.6 10.3 10.6 12.5 12.5 12.4 15.6 14.6 13.0
EV / EBITDA · · · · · · · · · · -544.7 ·
EV / FCF 2-point trend, -92.2% · · 0.7 · · · · · · · 9.4 ·
EV / Revenue 2-point trend, -88.2% · · 0.2 · · · · · · · 1.9 ·
Dividend Yield 12-point trend, -3.1% 1.6% 1.4% 1.8% 1.8% 1.3% 1.8% 1.8% 1.9% 1.5% 1.3% 2.0% 1.6%
Earnings Yield 12-point trend, +73.4% 8.1% 8.0% 8.6% 10.6% 6.8% 8.6% 7.2% 6.5% 6.9% 4.2% 5.2% 4.7%
Payout Ratio 12-point trend, -43.7% 19.3% 17.5% 21.2% 16.7% 18.9% 21.0% 24.4% 29.8% 21.0% 30.9% 39.6% 34.3%
Annual Payout 12-point trend, +227.9% $136M $77M $74M $72M $67M $60M $59M $58M $52M $49M $46M $41M

财务报表 损益表、资产负债表、现金流量表 — 年度，近5年

损益表
2025-12-312024-12-312023-12-312022-12-312021-12-31
净收入 $702M$441M$350M$432M$353M
稀释后每股收益 (EPS) $9.29$8.99$7.18$8.86$7.24
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
负债/股东权益比率 ——0.6——
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $978M$201M$446M$718M$500M

最新新闻 提及该公司的近期头条新闻

交易信号 近期买入/卖出信号，包含入场价和风险/回报比

我的指标 您的个人关注列表 — 来自完整基本面的选定行

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选择对您重要的指标 — 点击上方完整基本面中任意行的 ➕。

您的选择已保存，并会跟随您浏览所有股票。

机构持有人 (13F) 507 家申报者 · $6.5B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
84 (+3 与上一季度对比) 47 (+22 与上一季度对比) 171 (+14 与上一季度对比) 131 (-15 与上一季度对比) +2.6M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
VANGUARD PORTFOLIO MANAGEMENT LLC $601465439 4213123 9.27% 股份
STATE STREET CORP $591787841 4133285 9.12% 股份
VANGUARD CAPITAL MANAGEMENT LLC $446887053 3130338 6.89% 股份
DIMENSIONAL FUND ADVISORS LP $406448998 2847080 6.26% 股份
FMR LLC $245470241 1719461 3.78% 股份
GEODE CAPITAL MANAGEMENT, LLC $243576870 1705862 3.75% 股份
WELLINGTON MANAGEMENT GROUP LLP $235228364 1647719 3.63% 股份
NEUBERGER BERMAN GROUP LLC $221413192 1550947 3.41% 股份
EARNEST PARTNERS LLC $177369307 1242430 2.73% 股份
AMERICAN CENTURY COMPANIES INC $149315726 1045921 2.30% 股份
ALLIANCEBERNSTEIN L.P. $146695238 1300605 2.26% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $137704868 964590 2.12% 股份
CITADEL ADVISORS LLC $134074339 939159 2.07% 股份
FIRST TRUST ADVISORS LP $130623973 914990 2.01% 股份
VICTORY CAPITAL MANAGEMENT INC $128543673 900418 1.98% 股份
UMB Bank, n.a. $104810395 734172 1.62% 股份
NORGES BANK $100691769 705322 1.55% 股份
Clearbridge Investments, LLC $99878389 699624 1.54% 股份
PRINCIPAL FINANCIAL GROUP INC $98924972 692946 1.52% 股份
Global Alpha Capital Management Ltd. $98550797 690325 1.52% 股份
JOHNSON INVESTMENT COUNSEL INC $71484549 500732 1.10% 股份
GOLDMAN SACHS GROUP INC $70234494 491976 1.08% 股份
VANGUARD FIDUCIARY TRUST CO $67901510 475634 1.05% 股份
CAPTRUST FINANCIAL ADVISORS $61150810 428347 0.94% 股份
Junto Capital Management LP $58923762 412747 0.91% 股份
NEUMEIER POMA INVESTMENT COUNSEL LLC $58645380 410797 0.90% 股份
CONGRESS ASSET MANAGEMENT CO $56625272 396647 0.87% 股份
VANGUARD GROUP INC $52237823 454084 0.81% 股份
EMERALD ADVISERS, LLC $49350233 345687 0.76% 股份
SYSTEMATIC FINANCIAL MANAGEMENT LP $46941772 328816 0.72% 股份
NFJ INVESTMENT GROUP, LLC $44205920 309652 0.68% 股份
Azora Capital LP $39240584 274871 0.60% 股份
Holocene Advisors, LP $37463507 262423 0.58% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $36291020 254210 0.56% 股份
Fisher Asset Management, LLC $34712664 243154 0.54% 股份
EMERALD MUTUAL FUND ADVISERS TRUST $33647961 235696 0.52% 股份
RHUMBLINE ADVISERS $33463632 234405 0.52% 股份
ProShare Advisors LLC $32243773 225860 0.50% 股份
Stieven Capital Advisors, L.P. $29132319 204065 0.45% 股份
RAYMOND JAMES FINANCIAL INC $28797678 201721 0.44% 股份
NEW YORK STATE COMMON RETIREMENT FUND $28004230 196163 0.43% 股份
Nuveen, LLC $27014047 189227 0.42% 股份
Qube Research & Technologies Ltd $26464849 185380 0.41% 股份
Aristotle Capital Boston, LLC $25886538 181329 0.40% 股份
WCM INVESTMENT MANAGEMENT, LLC $25865348 182176 0.40% 股份
BlackRock, Inc. $24448364 171255 0.38% 股份
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. $24332014 170440 0.38% 股份
BANK OF AMERICA CORP /DE/ $22888139 160326 0.35% 股份
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $20808269 145757 0.32% 股份
Swiss National Bank $20717331 145120 0.32% 股份
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $20594129 144257 0.32% 股份
ENVESTNET ASSET MANAGEMENT INC $20050442 140449 0.31% 股份
California Public Employees Retirement System $18985652 132990 0.29% 股份
Gator Capital Management, LLC $18480282 129450 0.28% 股份
FJ Capital Management LLC $18199901 127486 0.28% 股份
STATE OF WISCONSIN INVESTMENT BOARD $16806564 117726 0.26% 股份
Interval Partners, LP $16539460 115855 0.25% 股份
STRS OHIO $16517332 115700 0.25% 股份
Boston Trust Walden Corp $15856639 111072 0.24% 股份
KENNEDY CAPITAL MANAGEMENT LLC $15856496 111071 0.24% 股份
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $15098583 105762 0.23% 股份
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $13098230 91750 0.20% 股份
THIRD AVENUE MANAGEMENT LLC $11170256 78245 0.17% 股份
MetLife Investment Management, LLC $10874172 76171 0.17% 股份
MILLENNIUM MANAGEMENT LLC $10826918 75840 0.17% 股份
Retirement Systems of Alabama $10545253 73867 0.16% 股份
SummitTX Capital, L.P. $10422622 73008 0.16% 股份
AMERIPRISE FINANCIAL INC $10075552 70564 0.16% 股份
VANGUARD ASSET MANAGEMENT, Ltd $10032031 70272 0.15% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9832807 87178 0.15% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9811895 68730 0.15% 股份
Vest Financial, LLC $8688802 60863 0.13% 股份
TWO SIGMA INVESTMENTS, LP $7770855 54433 0.12% 股份
Karl Kapital LLC $7426232 52019 0.11% 股份
Swedbank AB $7423520 52000 0.11% 股份
BROWN ADVISORY INC $7402820 51855 0.11% 股份
NICOLET BANKSHARES INC $7360277 51557 0.11% 股份
Hillsdale Investment Management Inc. $7289326 51060 0.11% 股份
Freestone Grove Partners LP $7160842 50160 0.11% 股份
BARCLAYS PLC $6961119 48761 0.11% 股份
Horizon Investments, LLC $6881032 48200 0.11% 股份
PALISADE CAPITAL MANAGEMENT, LP $6797375 47614 0.10% 股份
Midwest Trust Co $6721284 47081 0.10% 股份
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $6619924 46371 0.10% 股份
LPL Financial LLC $6619556 46368 0.10% 股份
JONES FINANCIAL COMPANIES LLLP $6523563 45018 0.10% 股份
OSAIC HOLDINGS, INC. $6371231 44629 0.10% 股份
Channing Capital Management, LLC $6285295 44027 0.10% 股份
B. Metzler seel. Sohn & Co. AG $6264594 43882 0.10% 股份
Petiole USA ltd $6084717 42622 0.09% 股份
Ceredex Value Advisors LLC $6074438 42550 0.09% 股份
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $6070869 42525 0.09% 股份
Legal & General Group Plc $5964798 41782 0.09% 股份
MidWestOne Financial Group, Inc. $5931117 51557 0.09% 股份
GHP Investment Advisors, Inc. $5497358 48740 0.08% 股份
PRUDENTIAL PLC $5444724 38139 0.08% 股份
Vanguard Global Advisers, LLC $5222589 36583 0.08% 股份
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $5047000 35355 0.08% 股份
BRANT POINT INVESTMENT MANAGEMENT LLC $5030149 35235 0.08% 股份
TUDOR INVESTMENT CORP ET AL $4927076 34513 0.08% 股份

公司内部人士 92 位内幕人士 · 53 位高管 · 38 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
J. Mariner Kemper Chairman and CEO 2026年2月11日 F 328710 0 9 $-4730174
Andrew J Iseman CEO of Subsidiary 2017年3月14日 F 5442 0 0 $0
Christian N Hoffman III President & CEO of affiliate 2004年12月22日 A 316 0 0 $0
Crosby R Kemper III Chairman & CEO 2004年5月21日 M 9597 0 0 $0
Ram Shankar Chief Financial Officer 2026年2月11日 F 32389 0 0 $0
Daniel C Stevens CFO 2003年12月16日 A — 0 0 $0
James D Rine President 2026年6月9日 S 61446 0 3 $-1508354
Phillip James Mason President, Inst. Banking 2026年2月11日 F 9694 0 1 $-90728
Nikki Farentino Newton President, Private Wealth Mgmt 2026年2月11日 F 13981 0 1 $-137917
Elizabeth Theresa Lewis President - Consumer Banking 2026年2月9日 F 4714 0 0 $0
Abigail M Wendel President - Consumer Banking 2024年3月13日 M 15217 0 0 $0
Martin Dominic Karaba President, Commercial Banking 2023年2月13日 F 8284 0 0 $0
Michael D Hagedorn President of Subsidiary 2018年10月3日 S 50251 0 0 $0
Anthony J Fischer President UMB Fund Services 2018年2月12日 F 7260 0 0 $0
Peter J Desilva President and COO 2015年6月10日 M 111091 0 0 $0
Craig L Anderson President - Commercial Banking 2015年1月26日 F 17905 0 0 $0
James A Sangster President of Subsidiary 2013年1月22日 F 35221 0 0 $0
Royce M Hammons President of Oklahoma Region 2005年1月11日 M 1076 0 0 $0
John Zader EVP and COO of subsidiary 2014年3月12日 M 13975 0 0 $0
Uma Wilson Executive Vice President 2026年6月10日 M 24415 0 2 $-157389
Amy Harris EVP and Chief Legal Officer 2026年2月11日 F 7849 0 1 $-61010
David Carl Odgers Chief Accounting Officer 2026年2月11日 F 6648 0 0 $0
Robert Brian Beaird Chief Human Resource Officer 2026年2月11日 F 10543 0 0 $0
Shannon Andresen Johnson Chief Administrative Officer 2026年2月11日 F 34775 0 1 $-164833
Thomas S Terry Chief Credit Officer 2026年2月11日 F 36402 0 0 $0
Stacy H King Chief Risk Officer 2025年12月31日 F 8955 0 2 $-178315
John Pauls EVP & General Counsel 2024年12月11日 G 6183 0 0 $0
James Cornelius Executive Vice President 2023年2月15日 S 6468 0 0 $0
Walker J Brian Chief Accounting Officer 2020年1月27日 F 3074 0 0 $0
Jennifer M Payne Sr. Vice President 2019年11月1日 M 9288 0 0 $0
Dana H Abraham Executive Vice President 2019年2月13日 A 11268 0 0 $0
Jay Benjamin Morris Executive Vice President 2019年2月13日 A 9412 0 0 $0
Christian R Swett EVP/Chief Credit Officer 2018年2月12日 F 9356 0 0 $0
Scott A Stengel EVP and General Counsel 2016年2月5日 A 7264 0 0 $0
David D King EVP/Chief Risk Officer 2015年12月1日 M 9646 0 0 $0
Christine L Pierson EVP of Subsidiary 2015年1月26日 F 9075 0 0 $0
Daryl S Hunt EVP of Subsidiary 2015年1月26日 F 9686 0 0 $0
Lawrence G Smith Executive Vice President 2015年1月26日 F 6347 0 0 $0
Clyde F Wendel Vice Chairman of Subsidiary 2014年1月17日 F 11216 0 0 $0
Dennis R Rilinger EVP and General Counsel 2014年1月17日 F 14374 0 0 $0
Stephen M Kitts EVP of Subsidiary 2013年1月22日 F 4684 0 0 $0
Douglas F Page EVP of Subsidiary 2013年1月22日 F 50895 0 0 $0
Bradley J Smith EVP of Subsidiary 2011年4月19日 F 8800 0 0 $0
Peter J Genovese Vice Chairman 2010年4月19日 F 24518 0 0 $0
James C Thompson JR EVP of Subsidiary 2008年1月21日 F 8992 0 0 $0
Christopher G Treece Sr VP and Controller 2006年12月13日 A — 0 0 $0
Joseph J Gazzoli EVP - Subsidiary 2006年4月19日 A 2561 0 0 $0
Vincent J Ciavardini Vice Chairman 2006年4月19日 A 3298 0 0 $0
Mark A Schmidtlein Vice Chairman - Subsidiary 2005年10月28日 M 5063 0 0 $0
Darren D Herrmann Sr. Vice President - Treasurer 2004年12月22日 A — 0 0 $0

来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖

激进投资者及 5%+ 股东 6 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
J MARINER KEMPER ×2 申报 2026年3月23日 4.81% 修订 资本结构 SEC
J. Mariner Kemper ×2 申报 2024年4月30日 — 初始申报 并购/出售 SEC
Robert C. Pohlad, Trustee of the Revocable Trust of Robert C. Pohlad Created U/A dated 8/9/91, as Amended, William M. Pohlad, Trustee of the Revocable Trust of William M. Pohlad Created U/A dated 4/15/02, as Amended, James O. Pohlad, Trustee of the Revocable Trust of James O. Pohlad Created U/A dated 10/10/87, as Amended ×2 申报 2016年12月22日 — 初始申报 — SEC
IRS Identification Nos. of above persons (entities only) Thomas J. Wood III 2007年8月29日 — 初始申报 — SEC
未披露的报告人 2004年12月23日 — 初始申报 — SEC
未披露的报告人 2004年6月17日 — 初始申报 — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF持仓 由 100 只交易所交易基金持有

权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
NBSM · Neuberger Berman ETF Trust 1.99% 34218 NS 2026年5月31日 N-PORT
REGL · ProShares Trust 1.68% 214143 NS 2026年5月31日 N-PORT
EPSV · Harbor ETF Trust 1.38% 544 NS 2026年4月30日 N-PORT
DPST · Direxion Shares ETF Trust 1.05% 41272 NS 2026年4月30日 N-PORT
VAMO · Cambria ETF Trust 0.95% 6264 NS 2026年4月30日 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.89% 59010 NS 2026年4月30日 N-PORT
DFSV · Dimensional ETF Trust 0.38% 225533 NS 2026年4月30日 N-PORT
EBIT · Harbor ETF Trust 0.38% 341 NS 2026年4月30日 N-PORT
MIDE · DBX ETF Trust 0.38% 96 NS 2026年5月29日 N-PORT
FNK · First Trust Exchange-Traded Alpha... 0.31% 5382 NS 2026年4月30日 N-PORT
DFAT · Dimensional ETF Trust 0.29% 309815 NS 2026年4月30日 N-PORT
FSCC · Federated Hermes ETF Trust 0.28% 6004 NS 2026年5月31日 N-PORT
RSSL · Global X Funds 0.28% 31509 NS 2026年4月30日 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.28% 15845 NS 2026年5月31日 N-PORT
BFOR · ALPS ETF Trust 0.27% 4483 NS 2026年5月31日 N-PORT
PTMC · Pacer Funds Trust 0.26% 8192 NS 2026年4月30日 N-PORT
BKMC · BNY Mellon ETF Trust 0.25% 12099 NS 2026年4月30日 N-PORT
ITWO · ProShares Trust 0.24% 3421 NS 2026年5月31日 N-PORT
FNX · First Trust Exchange-Traded Alpha... 0.23% 24142 NS 2026年4月30日 N-PORT
GSSC · Goldman Sachs ETF Trust 0.22% 16582 NS 2026年5月31日 N-PORT
MVV · ProShares Trust 0.20% 2468 NS 2026年5月31日 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.20% 37496 NS 2026年4月30日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.20% 343491 NS 2026年5月31日 N-PORT
DFAS · Dimensional ETF Trust 0.19% 216212 NS 2026年4月30日 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund ... 0.18% 29071 NS 2026年4月30日 N-PORT
MIDU · Direxion Shares ETF Trust 0.18% 1182 NS 2026年4月30日 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.17% 192955 NS 2026年5月31日 N-PORT
UMDD · ProShares Trust 0.14% 345 NS 2026年5月31日 N-PORT
UWM · ProShares Trust 0.14% 2676 NS 2026年5月31日 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.14% 94944 NS 2026年5月31日 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund ... 0.13% 6269 NS 2026年4月30日 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0.12% 5891 NS 2026年5月31日 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.11% 19853 NS 2026年4月30日 N-PORT
URTY · ProShares Trust 0.10% 2706 NS 2026年5月31日 N-PORT
FAB · First Trust Exchange-Traded Alpha... 0.09% 1038 NS 2026年4月30日 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0.09% 2811 NS 2026年5月31日 N-PORT
TILT · FlexShares Trust 0.09% 14014 NS 2026年4月30日 N-PORT
DXUV · Dimensional ETF Trust 0.07% 2197 NS 2026年4月30日 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.06% 120611 NS 2026年5月31日 N-PORT
DFUV · Dimensional ETF Trust 0.05% 62002 NS 2026年4月30日 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.05% 1645 NS 2026年5月31日 N-PORT
DFAC · Dimensional ETF Trust 0.04% 148461 NS 2026年4月30日 N-PORT
HDG · ProShares Trust 0.04% 68 NS 2026年5月31日 N-PORT
EBI · RBB Fund Trust 0.04% 1769 NS 2026年5月31日 N-PORT
AVLC · AMERICAN CENTURY ETF TRUST 0.03% 3289 NS 2026年5月31日 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.03% 29219 NS 2026年5月31日 N-PORT
DCOR · Dimensional ETF Trust 0.03% 6747 NS 2026年4月30日 N-PORT
DFSU · Dimensional ETF Trust 0.02% 3948 NS 2026年4月30日 N-PORT
ONEQ · Fidelity Commonwealth Trust 0.02% 18423 NS 2026年5月31日 N-PORT
SMDX · Tidal Trust III 0.02% 203 NS 2026年4月30日 N-PORT