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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; 484 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: 484 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 2026484$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
Brown Brothers Harriman & Co4$00.00%––
Versant Capital Management, Inc4$00.00%––
Proequities, Inc.19$2.00K0.00%––
Denali Advisors LLC23$2.00K0.00%––
Carroll Financial Associates, Inc.27$2.00K0.00%––
JJJ Advisors Inc.17$2.00K0.00%––
IFP Advisors, Inc26$2.00K0.00%––
Standard Family Office LLC24$2.00K0.00%––
Enterprise Financial Services Corp37$3.00K0.00%––
Meridian Wealth Partners, LLC32$3.00K0.00%––
American Portfolios Advisors35$3.23K0.00%––
Savior LLC41$4.00K0.00%––
TCI Wealth Advisors, Inc.59$5.00K0.00%––
Delta Asset Management LLC70$6.00K0.00%––
Liberty Wealth Management LLC93$6.00K0.00%––
Sowell Financial Services LLC68$7.00K0.00%––
Quadrant Capital Group LLC77$7.00K0.00%––
Lindbrook Capital, LLC122$11.0K0.00%––
Northwestern Mutual Wealth Management Co128$12.0K0.00%––
Concord Wealth Partners141$13.0K0.00%––
Fifth Third Bancorp151$14.0K0.00%––
FinTrust Capital Advisors, LLC185$17.0K0.00%––
Private Capital Group, LLC186$17.0K0.00%––
Geneos Wealth Management Inc.250$24.0K0.00%––
Panagora Asset Management Inc300$28.0K0.00%––
Lazard Asset Management LLC308$28.0K0.00%––
Signaturefd, LLC299$28.0K0.00%––
Wealthcare Advisory Partners LLC300$28.0K0.00%––
Ci Investments Inc.330$30.0K0.00%––
Newbridge Financial Services Group, Inc.354$33.0K0.02%––
First Horizon Advisors, Inc.400$36.0K0.00%––
Parallel Advisors, LLC391$36.0K0.00%––
Toronto Dominion Bank498$46.0K0.00%––
Eaton Vance Management600$55.0K0.00%––
MBM Wealth Consultants, LLC608$56.0K0.03%––
Meeder Asset Management Inc794$73.0K0.00%––
Advisor Group Holdings, Inc.1,533$141.0K0.00%––
Macquarie Group Ltd1,576$146.0K0.00%––
Agf Investments Inc.2,046$189.0K0.00%––
Ellenbecker Investment Group2,197$203.0K0.07%––
Truist Financial Corp2,276$210.0K0.00%––
Chicago Capital, LLC2,353$217.0K0.01%––
Shelton Capital Management2,395$221.0K0.01%––
LPL Financial LLC2,418$223.0K0.00%––
Captrust Financial Advisors2,892$268.0K0.00%––
Engineers Gate Manager LP2,910$269.0K0.01%––
Commonwealth Equity Services, LLC2,973$274.0K0.00%––
STRS Ohio3,000$276.0K0.00%––
FourThought Financial, LLC3,094$285.0K0.04%––
Amundi Asset Management US, Inc.3,100$286.0K0.00%––
Mitsubishi UFJ Trust & Banking Corp4,321$298.0K0.00%––
Pictet Asset Management Ltd3,300$305.0K0.00%––
Centiva Capital, LP3,350$309.0K0.04%––
Bailard, Inc.3,365$311.0K0.01%––
Pitcairn Co3,383$312.0K0.02%––
Alps Advisors Inc3,572$330.0K0.00%––
Amalgamated Bank3,891$359.0K0.01%––
Janus Henderson Group PLC3,945$364.0K0.00%––
Pathstone Family Office, LLC3,954$366.0K0.01%––
NJ State Employees Deferred Compensation Plan4,000$369.0K0.05%––
Central Trust Co4,074$376.0K0.01%––
Alpha Paradigm Partners, LLC4,075$376.0K0.15%––
Securian Asset Management, Inc4,079$377.0K0.01%––
Crossmark Global Holdings, Inc.4,250$392.0K0.01%––
Country Club Trust Company, n.a.4,235$395.0K0.04%––
IndexIQ Advisors LLC4,304$397.0K0.01%––
BKD Wealth Advisors, LLC4,325$399.0K0.02%––
Tower Research Capital LLC (TRC)4,349$401.0K0.01%––
The PNC Financial Services Group, Inc.4,581$423.0K0.00%––
Pacer Advisors, Inc.4,629$427.0K0.01%––
CIBC World Markets Corp4,656$430.0K0.00%––
Investment House LLC4,672$431.0K0.03%––
Papp L Roy & Associates4,785$442.0K0.06%––
Xponance, Inc.4,801$443.0K0.01%––
Jane Street Group, LLC4,920$454.0K0.00%––
Profund Advisors LLC4,943$456.0K0.02%––
Teacher Retirement System of Texas5,154$476.0K0.00%––
Kornitzer Capital Management Inc5,240$484.0K0.01%––
Millennium Management LLC5,256$485.0K0.00%––
Tandem Investment Advisors, Inc.5,558$513.0K0.05%––
Susquehanna International Group, LLP5,605$517.0K0.00%––
Bank of Nova Scotia5,901$545.0K0.00%––
Bank of Montreal6,025$552.0K0.00%––
Teachers Retirement System of the State of Kentucky6,292$581.0K0.01%––
Janney Montgomery Scott LLC6,327$584.0K0.00%––
Public Employees Retirement Association of Colorado6,702$619.0K0.00%––
State of Alaska, Department of Revenue6,794$627.0K0.01%––
Atwood & Palmer Inc6,894$637.0K0.06%––
Northwestern Mutual Investment Management Company, LLC7,234$668.0K0.01%––
AGF Investments LLC7,382$682.0K0.08%––
AE Wealth Management LLC7,437$687.0K0.01%––
New Mexico Educational Retirement Board7,600$702.0K0.03%––
Premier Asset Management LLC7,975$737.0K0.13%––
Virginia Retirement Systems Et Al8,500$785.0K0.01%––
SummerHaven Investment Management, LLC9,001$831.0K0.51%––
Diversified Trust Co9,012$832.0K0.03%––
Handelsbanken Fonder AB9,230$852.0K0.00%––
First Midwest Bank Trust Division9,237$853.0K0.12%––
HSBC Holdings PLC9,337$863.0K0.00%––
Acadian Asset Management LLC9,343$863.0K0.00%––