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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, Q1 2021

Institutional positions in Umb Financial Corp as of Mar 31, 2021. 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
232
No complete 13F data for Q4 2020
Shares held
41.0M
No complete 13F data for Q4 2020
Total value
$3.79B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 232 institutions
Q1 2021: 232 institutionsQ2 2021: 235 institutionsQ3 2021: 241 institutionsQ4 2021: 256 institutionsQ1 2022: 253 institutionsQ2 2022: 261 institutionsQ3 2022: 271 institutionsQ4 2022: 265 institutionsQ1 2023: 260 institutionsQ2 2023: 225 institutionsQ3 2023: 243 institutionsQ4 2023: 259 institutionsQ1 2024: 272 institutionsQ2 2024: 293 institutionsQ3 2024: 325 institutionsQ4 2024: 354 institutionsQ1 2025: 411 institutionsQ2 2025: 410 institutionsQ3 2025: 405 institutionsQ4 2025: 413 institutionsQ1 2026: 455 institutionsQ2 2026: 483 institutions
Value heldQ1 2021: $3.79B
Q1 2021: $3.79BQ2 2021: $3.86BQ3 2021: $3.97BQ4 2021: $4.49BQ1 2022: $4.14BQ2 2022: $3.70BQ3 2022: $3.60BQ4 2022: $3.57BQ1 2023: $2.46BQ2 2023: $2.74BQ3 2023: $2.69BQ4 2023: $3.58BQ1 2024: $3.70BQ2 2024: $4.10BQ3 2024: $5.26BQ4 2024: $5.77BQ1 2025: $6.79BQ2 2025: $7.25BQ3 2025: $8.19BQ4 2025: $8.17BQ1 2026: $7.88BQ2 2026: $10.4B
Institutions holding UMBF and their total value by quarter
QuarterHoldersValue
Q2 2026483$10.4B
Q1 2026455$7.88B
Q4 2025413$8.17B
Q3 2025405$8.19B
Q2 2025410$7.25B
Q1 2025411$6.79B
Q4 2024354$5.77B
Q3 2024325$5.26B
Q2 2024293$4.10B
Q1 2024272$3.70B
Q4 2023259$3.58B
Q3 2023243$2.69B
Q2 2023225$2.74B
Q1 2023260$2.46B
Q4 2022265$3.57B
Q3 2022271$3.60B
Q2 2022261$3.70B
Q1 2022253$4.14B
Q4 2021256$4.49B
Q3 2021241$3.97B
Q2 2021235$3.86B
Q1 2021232$3.79B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Umb Financial Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UMBF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,310,064$490.3M0.01%––
Umb Bank N A5,024,663$463.9M11.34%––
Vanguard Group Inc4,466,765$412.4M0.01%––
Wells Fargo & Company1,961,145$181.1M0.04%––
State Street Corp1,902,022$176.2M0.01%––
Victory Capital Management Inc1,687,607$155.8M0.16%––
Champlain Investment Partners, LLC1,472,975$136.0M0.71%––
American Century Companies Inc1,390,316$128.4M0.09%––
Dimensional Fund Advisors LP1,131,641$104.5M0.03%––
Wellington Management Group LLP893,546$82.5M0.01%––
Northern Trust Corp891,483$82.3M0.02%––
Bank of New York Mellon Corp886,277$81.8M0.02%––
Massachusetts Financial Services Co856,436$79.1M0.02%––
Brown Advisory Inc842,595$77.8M0.13%––
Geode Capital Management, LLC789,388$72.9M0.01%––
FMR LLC741,520$68.5M0.01%––
Ameriprise Financial Inc683,688$63.1M0.02%––
Boston Trust Walden Corp597,695$55.2M0.53%––
Norges Bank449,855$41.5M0.01%––
Nuance Investments, LLC447,485$41.3M0.77%––
Global Alpha Capital Management Ltd.409,719$37.8M4.42%––
Charles Schwab Investment Management Inc404,935$37.4M0.01%––
JPMorgan Chase & Co400,700$37.0M0.01%––
Bank of America Corp352,966$32.6M0.00%––
Fisher Asset Management, LLC256,661$23.7M0.02%––
Eagle Asset Management Inc254,616$23.6M0.10%––
ProShare Advisors LLC231,677$21.4M0.07%––
AQR Capital Management LLC224,565$20.7M0.03%––
Deprince Race & Zollo Inc220,160$20.3M0.55%––
Chartwell Investment Partners, LLC217,478$20.1M0.60%––
Nuveen Asset Management, LLC205,203$18.9M0.01%––
Hillcrest Asset Management LLC192,040$17.7M2.07%––
Goldman Sachs Group Inc166,580$15.4M0.00%––
Man Group plc159,394$14.7M0.06%––
Russell Investments Group, Ltd.151,551$14.0M0.02%––
Principal Financial Group Inc150,566$13.9M0.01%––
Rhumbline Advisers149,121$13.8M0.02%––
Third Avenue Management LLC146,136$13.5M1.78%––
Royce & Associates LP145,535$13.4M0.09%––
Brandywine Global Investment Management, LLC140,080$12.9M0.10%––
Mutual of America Capital Management LLC121,160$11.2M0.12%––
Tributary Capital Management, LLC117,307$10.8M0.85%––
Voya Investment Management LLC115,998$10.7M0.02%––
Schonfeld Strategic Advisors LLC110,571$10.2M0.14%––
Alliancebernstein L.P.108,246$9.99M0.00%––
Deutsche Bank AG107,917$9.96M0.01%––
Swiss National Bank104,300$9.63M0.01%––
American International Group, Inc.103,490$9.55M0.04%––
California Public Employees Retirement System102,648$9.48M0.01%––
Invesco Ltd.99,377$9.18M0.00%––
Jacobs Levy Equity Management, Inc94,553$8.73M0.07%––
Legal & General Group Plc87,239$8.05M0.00%––
Parametric Portfolio Associates LLC75,541$6.97M0.00%––
Raymond James & Associates74,897$6.92M0.01%––
Manufacturers Life Insurance Company, The71,545$6.61M0.01%––
New York State Teachers Retirement System68,385$6.31M0.01%––
Guggenheim Capital LLC67,044$6.19M0.04%––
Citadel Advisors LLC66,525$6.14M0.01%––
California State Teachers Retirement System65,799$6.08M0.01%––
SEI Investments Co64,366$5.94M0.01%––
Congress Asset Management Co63,258$5.84M0.05%––
Retirement Systems of Alabama56,599$5.23M0.02%––
Barclays PLC54,512$5.03M0.00%––
First Trust Advisors LP53,285$4.92M0.01%––
UBS Asset Management Americas Inc52,887$4.88M0.00%––
Dean Investment Associates, LLC52,884$4.88M0.92%––
Richard Bernstein Advisors LLC46,497$4.29M0.10%––
Credit Suisse AG45,247$4.18M0.00%––
State Board of Administration of Florida Retirement System42,124$3.89M0.01%––
Financial Counselors Inc42,015$3.88M0.09%––
New York State Common Retirement Fund39,400$3.64M0.00%––
State of New Jersey Common Pension Fund D39,215$3.62M0.01%––
MetLife Investment Management38,627$3.57M0.03%––
Ensign Peak Advisors, Inc37,800$3.49M0.01%––
M3F, Inc.35,228$3.25M1.32%––
Federation des caisses Desjardins du Quebec35,200$3.25M0.04%––
UBS Group AG34,147$3.15M0.00%––
Healthcare of Ontario Pension Plan Trust Fund33,881$3.13M0.01%––
Envestnet Asset Management Inc32,926$3.04M0.00%––
Texas Permanent School Fund32,396$2.99M0.04%––
GHP Investment Advisors, Inc.32,115$2.96M0.26%––
Dean Capital Management30,211$2.79M1.88%––
Commerce Bank29,862$2.76M0.02%––
Grantham, Mayo, Van Otterloo & Co. LLC28,765$2.66M0.01%––
Martingale Asset Management L P28,641$2.65M0.03%––
Morgan Stanley27,667$2.56M0.00%––
HYA Advisors, Inc26,215$2.42M1.14%––
Keeley-Teton Advisors, LLC25,317$2.34M0.25%––
Heartland Advisors Inc25,000$2.31M0.15%––
BNP Paribas Arbitrage, SA24,991$2.31M0.01%––
Comerica Bank24,364$2.31M0.01%––
Citigroup Inc24,823$2.29M0.00%––
Jennison Associates LLC24,534$2.27M0.00%––
Rafferty Asset Management, LLC24,032$2.22M0.02%––
Mackay Shields LLC23,200$2.14M0.02%––
Meritage Portfolio Management22,511$2.08M0.14%––
Ziegler Capital Management, LLC22,408$2.07M0.07%––
Price T Rowe Associates Inc21,451$1.98M0.00%––
Jefferies Group LLC20,922$1.93M0.05%––
State of Tennessee, Treasury Department20,000$1.85M0.01%––