Umb Financial Corp
UMBF- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000101382
In the last 90 days, Umb Financial Corp insiders filed 2 open-market purchases and 11 sales; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q2 2026
Institutional positions in Umb Financial Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 483
- +34 vs. Q1 2026
- Shares held
- 72.9M
- +3.11M (+4.5%) vs. Q1 2026
- Total value
- $10.4B
- +$2.50B (+31.7%) vs. Q1 2026
- New holders
- 83
- 175 more added
- Sold out
- 49
- 145 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UMBF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 483 | $10.4B |
| Q1 2026 | 455 | $7.88B |
| Q4 2025 | 413 | $8.19B |
| Q3 2025 | 405 | $8.22B |
| Q2 2025 | 410 | $7.25B |
| Q1 2025 | 411 | $6.80B |
| Q4 2024 | 354 | $5.77B |
| Q3 2024 | 325 | $5.29B |
| Q2 2024 | 293 | $4.13B |
| Q1 2024 | 272 | $3.77B |
| Q4 2023 | 259 | $3.62B |
| Q3 2023 | 243 | $2.69B |
| Q2 2023 | 225 | $2.74B |
| Q1 2023 | 260 | $2.48B |
| Q4 2022 | 265 | $3.57B |
| Q3 2022 | 272 | $3.60B |
| Q2 2022 | 261 | $3.70B |
| Q1 2022 | 253 | $4.14B |
| Q4 2021 | 256 | $4.51B |
| Q3 2021 | 241 | $3.97B |
| Q2 2021 | 235 | $3.86B |
| Q1 2021 | 232 | $3.79B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,215,651 | $1.46B | 0.02% | +871,184+9.3% | Added |
| Umb Bank N A | 4,674,963 | $667.4M | 8.45% | −48,610−1.0% | Reduced |
| Vanguard Portfolio Management LLC | 4,213,123 | $601.5M | 0.03% | +76,903+1.9% | Added |
| State Street Corp | 4,133,285 | $591.8M | 0.02% | +151,684+3.8% | Added |
| Vanguard Capital Management LLC | 3,130,338 | $446.9M | 0.01% | +29,045+0.9% | Added |
| Dimensional Fund Advisors LP | 3,030,849 | $432.7M | 0.08% | +120,917+4.2% | Added |
| FMR LLC | 2,671,666 | $381.4M | 0.02% | +249,231+10.3% | Added |
| Geode Capital Management, LLC | 2,064,907 | $294.8M | 0.02% | +117,461+6.0% | Added |
| Wellington Management Group LLP | 1,687,247 | $240.9M | 0.04% | −1,019,877−37.7% | Reduced |
| Neuberger Berman Group LLC | 1,562,240 | $223.0M | 0.15% | −137,399−8.1% | Reduced |
| Earnest Partners LLC | 1,242,430 | $177.4M | 0.64% | −35,459−2.8% | Reduced |
| Goldman Sachs Group Inc | 1,241,789 | $177.3M | 0.02% | +345,685+38.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,145,958 | $166.9M | 0.26% | −211,219−15.6% | Reduced |
| American Century Companies Inc | 1,045,921 | $149.3M | 0.07% | −299,923−22.3% | Reduced |
| Alliancebernstein L.P. | 1,300,605 | $146.7M | 0.05% | +80,627+6.6% | Added |
| Charles Schwab Investment Management Inc | 964,626 | $137.7M | 0.02% | −2,118−0.2% | Reduced |
| Citadel Advisors LLC | 943,290 | $134.7M | 0.08% | −125,292−11.7% | Reduced |
| Morgan Stanley | 939,019 | $134.1M | 0.01% | −67,899−6.7% | Reduced |
| Northern Trust Corp | 926,889 | $132.3M | 0.02% | +46,544+5.3% | Added |
| First Trust Advisors LP | 914,990 | $130.6M | 0.08% | +15,590+1.7% | Added |
| Bank of America Corp | 904,683 | $129.2M | 0.01% | +209,407+30.1% | Added |
| Victory Capital Management Inc | 900,418 | $128.5M | 0.07% | −78,634−8.0% | Reduced |
| Nuveen, LLC | 763,660 | $109.0M | 0.03% | +107,626+16.4% | Added |
| Norges Bank | 705,322 | $100.7M | 0.01% | +705,322 | New |
| Clearbridge Investments, LLC | 699,624 | $99.9M | 0.08% | +50,053+7.7% | Added |
| Principal Financial Group Inc | 694,836 | $99.2M | 0.05% | −18,023−2.5% | Reduced |
| Global Alpha Capital Management Ltd. | 690,325 | $98.6M | 5.90% | +31,343+4.8% | Added |
| GW&K Investment Management, LLC | 672,465 | $96.0M | 0.75% | −28,722−4.1% | Reduced |
| Price T Rowe Associates Inc | 583,289 | $83.3M | 0.01% | −24,025−4.0% | Reduced |
| Bank of New York Mellon Corp | 549,240 | $78.4M | 0.01% | −3,477−0.6% | Reduced |
| Johnson Investment Counsel Inc | 500,732 | $71.5M | 0.52% | +17,783+3.7% | Added |
| Vanguard Fiduciary Trust Co | 475,634 | $67.9M | 0.01% | +12,492+2.7% | Added |
| Captrust Financial Advisors | 428,347 | $61.2M | 0.09% | −18,046−4.0% | Reduced |
| Junto Capital Management LP | 412,747 | $58.9M | 1.09% | +412,747 | New |
| Neumeier Poma Investment Counsel LLC | 410,797 | $58.6M | 4.02% | +6,890+1.7% | Added |
| Schroder Investment Management Group | 401,467 | $57.0M | 0.04% | +79,557+24.7% | Added |
| Congress Asset Management Co | 396,647 | $56.6M | 0.35% | +245,296+162.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 364,287 | $52.0M | 0.46% | +69,407+23.5% | Added |
| Massachusetts Financial Services Co | 353,035 | $50.4M | 0.02% | +13,333+3.9% | Added |
| Emerald Advisers, LLC | 345,687 | $49.4M | 1.16% | +78,249+29.3% | Added |
| Franklin Resources Inc | 340,610 | $48.6M | 0.01% | +26,465+8.4% | Added |
| Systematic Financial Management LP | 339,475 | $48.5M | 0.97% | −6,970−2.0% | Reduced |
| NFJ Investment Group, LLC | 329,404 | $47.0M | 1.59% | +3,440+1.1% | Added |
| Raymond James Financial Inc | 324,438 | $46.3M | 0.01% | +39,128+13.7% | Added |
| JPMorgan Chase & Co | 306,503 | $44.0M | 0.00% | −4,380−1.4% | Reduced |
| AQR Capital Management LLC | 295,887 | $41.8M | 0.01% | +103,226+53.6% | Added |
| Azora Capital LP | 274,871 | $39.2M | 1.65% | +274,871 | New |
| T. Rowe Price Investment Management, Inc. | 274,275 | $39.2M | 0.03% | −2,779−1.0% | Reduced |
| Holocene Advisors, LP | 262,423 | $37.5M | 0.09% | +216,413+470.4% | Added |
| Federated Hermes, Inc. | 255,948 | $36.5M | 0.05% | +85,274+50.0% | Added |
| Arrowstreet Capital, Limited Partnership | 254,210 | $36.3M | 0.02% | +254,210 | New |
| Fisher Asset Management, LLC | 243,154 | $34.7M | 0.01% | +716+0.3% | Added |
| Jupiter Topco LLC | 238,162 | $34.0M | 0.01% | +238,162 | New |
| Emerald Mutual Fund Advisers Trust | 235,696 | $33.6M | 1.18% | +77,079+48.6% | Added |
| Rhumbline Advisers | 234,405 | $33.5M | 0.03% | +6,623+2.9% | Added |
| SEI Investments Co | 226,487 | $32.3M | 0.03% | +35,784+18.8% | Added |
| ProShare Advisors LLC | 225,860 | $32.2M | 0.05% | +10,425+4.8% | Added |
| UBS Group AG | 208,492 | $29.8M | 0.00% | −84,335−28.8% | Reduced |
| Stieven Capital Advisors, L.P. | 204,065 | $29.1M | 5.56% | −24,724−10.8% | Reduced |
| Invesco Ltd. | 203,034 | $29.0M | 0.00% | −71,302−26.0% | Reduced |
| Boston Trust Walden Corp | 197,886 | $28.3M | 0.22% | −10,117−4.9% | Reduced |
| New York State Common Retirement Fund | 196,163 | $28.0M | 0.04% | +2,500+1.3% | Added |
| Qube Research & Technologies Ltd | 185,380 | $26.5M | 0.03% | −81,352−30.5% | Reduced |
| Aristotle Capital Boston, LLC | 181,329 | $25.9M | 1.74% | +181,329 | New |
| WCM Investment Management, LLC | 182,176 | $25.9M | 0.05% | +3,712+2.1% | Added |
| UBS Asset Management Americas Inc | 179,559 | $25.6M | 0.00% | −7,373−3.9% | Reduced |
| Handelsbanken Fonder AB | 176,840 | $25.2M | 0.07% | +121,050+217.0% | Added |
| Wells Fargo & Company | 171,663 | $24.5M | 0.00% | +33,367+24.1% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $24.3M | 8.21% | 00.0% | Unchanged |
| Swiss National Bank | 145,120 | $20.7M | 0.01% | −5,100−3.4% | Reduced |
| Basswood Capital Management, L.L.C. | 144,257 | $20.6M | 0.88% | +144,257 | New |
| Envestnet Asset Management Inc | 140,449 | $20.1M | 0.00% | +8,021+6.1% | Added |
| Natixis Advisors, L.P. | 135,442 | $19.3M | 0.02% | +31,219+30.0% | Added |
| California Public Employees Retirement System | 132,990 | $19.0M | 0.01% | +169+0.1% | Added |
| Creative Planning | 130,213 | $18.6M | 0.01% | +24,664+23.4% | Added |
| Gator Capital Management, LLC | 129,450 | $18.5M | 3.98% | −15,930−11.0% | Reduced |
| FJ Capital Management LLC | 127,486 | $18.2M | 2.36% | +83,746+191.5% | Added |
| State of Wisconsin Investment Board | 117,726 | $16.8M | 0.03% | +1,350+1.2% | Added |
| Interval Partners, LP | 115,855 | $16.5M | 0.53% | +100,809+670.0% | Added |
| STRS Ohio | 115,700 | $16.5M | 0.06% | +19,700+20.5% | Added |
| Kennedy Capital Management, Inc. | 111,071 | $15.9M | 0.28% | +61,926+126.0% | Added |
| William Blair Investment Management, LLC | 105,762 | $15.1M | 0.05% | −27,788−20.8% | Reduced |
| Ceredex Value Advisors LLC | 98,850 | $14.1M | 0.40% | −32,725−24.9% | Reduced |
| Legal & General Group Plc | 95,737 | $13.7M | 0.00% | −1,507−1.5% | Reduced |
| Deutsche Bank AG | 92,967 | $13.3M | 0.00% | +12,364+15.3% | Added |
| Mutual of America Capital Management LLC | 91,750 | $13.1M | 0.13% | −5,519−5.7% | Reduced |
| California State Teachers Retirement System | 83,738 | $12.0M | 0.01% | −3,440−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 79,883 | $11.4M | 0.01% | +31,702+65.8% | Added |
| Third Avenue Management LLC | 78,245 | $11.2M | 1.79% | 00.0% | Unchanged |
| Bessemer Group Inc | 77,982 | $11.1M | 0.02% | −203,256−72.3% | Reduced |
| MetLife Investment Management | 76,171 | $10.9M | 0.05% | +2,768+3.8% | Added |
| Millennium Management LLC | 75,840 | $10.8M | 0.01% | −83,985−52.5% | Reduced |
| Ameriprise Financial Inc | 73,956 | $10.6M | 0.00% | +1,041+1.4% | Added |
| Retirement Systems of Alabama | 73,867 | $10.5M | 0.03% | −13,669−15.6% | Reduced |
| SummitTX Capital, L.P. | 73,008 | $10.4M | 0.27% | +73,008 | New |
| FIL Ltd | 72,575 | $10.4M | 0.01% | −3,602−4.7% | Reduced |
| Vanguard Asset Management, Ltd | 70,272 | $10.0M | 0.01% | −122−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 68,730 | $9.81M | 0.01% | −613−0.9% | Reduced |
| New York State Teachers Retirement System | 67,360 | $9.62M | 0.02% | +9,202+15.8% | Added |
| Citigroup Inc | 66,934 | $9.56M | 0.00% | +19,049+39.8% | Added |