LPL Financial »

UMB Financial Corporation shares owned by LPL Financial

Quarter-by-quarter ownership of UMB Financial Corporation (UMBF) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in UMB Financial Corporation

Tip: Access up to 7 years of quarterly data

All positions including UMB Financial Corporation held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UMB Financial Corporation by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 34k 118.35
2025-06-30 $3.4M 33k 105.16
2025-03-31 $2.5M 25k 101.10
2024-12-31 $2.3M 20k 112.86
2024-09-30 $787k 7.5k 105.11
2024-06-30 $639k 7.7k 83.43
2024-03-31 $400k 4.6k 87.00
2023-09-30 $220k 3.5k 62.06
2023-03-31 $204k 3.5k 57.73
2022-12-31 $345k 4.1k 83.53
2022-09-30 $295k 3.5k 84.21
2022-06-30 $302k 3.5k 86.24
2022-03-31 $361k 3.7k 97.10
2021-12-31 $386k 3.6k 106.19
2021-09-30 $343k 3.5k 96.73
2021-06-30 $220k 2.4k 93.10
2021-03-31 $223k 2.4k 92.23
2019-12-31 $205k 3.0k 68.61
2018-06-30 $209k 2.7k 76.31