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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
Prudential Financial Inc9,374$866.0K0.00%––
KBC Group NV10,029$926.0K0.00%––
Cambridge Investment Research Advisors, Inc.10,086$931.0K0.01%––
SG Americas Securities, LLC10,747$992.0K0.01%––
Farmers & Merchants Investments Inc10,856$1.00M0.05%––
Mariner, LLC11,149$1.03M0.01%––
Louisiana State Employees Retirement System11,300$1.04M0.03%––
Thrivent Financial for Lutherans11,528$1.06M0.00%––
D. E. Shaw & Co., Inc.11,930$1.10M0.00%––
Hillsdale Investment Management Inc.12,000$1.11M0.09%––
Arizona State Retirement System13,283$1.23M0.01%––
Oregon Public Employees Retirement Fund14,315$1.32M0.02%––
Jackson Creek Investment Advisors LLC14,398$1.33M0.46%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,466$1.34M0.02%––
Frontier Wealth Management LLC15,384$1.42M0.11%––
Ameritas Investment Partners, Inc.15,495$1.43M0.05%––
Royal Bank of Canada15,992$1.48M0.00%––
Federated Hermes, Inc.16,026$1.48M0.00%––
AMG National Trust Bank16,051$1.48M0.05%––
State of Michigan Retirement System16,098$1.49M0.01%––
Creative Planning16,413$1.51M0.00%––
Great West Life Assurance Co16,898$1.56M0.00%––
Paragon Capital Management LLC16,878$1.60M0.80%––
Cubist Systematic Strategies, LLC17,411$1.61M0.02%––
Nisa Investment Advisors, LLC17,675$1.63M0.01%––
First National Bank of Omaha18,086$1.67M0.09%––
US Bancorp18,404$1.70M0.00%––
Isthmus Partners, LLC18,413$1.70M0.31%––
Metropolitan Life Insurance Co19,129$1.77M0.03%––
Two Sigma Advisers, LP19,700$1.82M0.00%––
Public Employees Retirement System of Ohio19,790$1.83M0.01%––
Keybank National Association19,940$1.84M0.01%––
State of Tennessee, Treasury Department20,000$1.85M0.01%––
Jefferies Group LLC20,922$1.93M0.05%––
Price T Rowe Associates Inc21,451$1.98M0.00%––
Ziegler Capital Management, LLC22,408$2.07M0.07%––
Meritage Portfolio Management22,511$2.08M0.14%––
Mackay Shields LLC23,200$2.14M0.02%––
Rafferty Asset Management, LLC24,032$2.22M0.02%––
Jennison Associates LLC24,534$2.27M0.00%––
Citigroup Inc24,823$2.29M0.00%––
Comerica Bank24,364$2.31M0.01%––
BNP Paribas Arbitrage, SA24,991$2.31M0.01%––
Heartland Advisors Inc25,000$2.31M0.15%––
Keeley-Teton Advisors, LLC25,317$2.34M0.25%––
HYA Advisors, Inc26,215$2.42M1.14%––
Morgan Stanley27,667$2.56M0.00%––
Martingale Asset Management L P28,641$2.65M0.03%––
Grantham, Mayo, Van Otterloo & Co. LLC28,765$2.66M0.01%––
Commerce Bank29,862$2.76M0.02%––
Dean Capital Management30,211$2.79M1.88%––
GHP Investment Advisors, Inc.32,115$2.96M0.26%––
Texas Permanent School Fund32,396$2.99M0.04%––
Envestnet Asset Management Inc32,926$3.04M0.00%––
Healthcare of Ontario Pension Plan Trust Fund33,881$3.13M0.01%––
UBS Group AG34,147$3.15M0.00%––
Federation des caisses Desjardins du Quebec35,200$3.25M0.04%––
M3F, Inc.35,228$3.25M1.32%––
Ensign Peak Advisors, Inc37,800$3.49M0.01%––
MetLife Investment Management38,627$3.57M0.03%––
State of New Jersey Common Pension Fund D39,215$3.62M0.01%––
New York State Common Retirement Fund39,400$3.64M0.00%––
Financial Counselors Inc42,015$3.88M0.09%––
State Board of Administration of Florida Retirement System42,124$3.89M0.01%––
Credit Suisse AG45,247$4.18M0.00%––
Richard Bernstein Advisors LLC46,497$4.29M0.10%––
Dean Investment Associates, LLC52,884$4.88M0.92%––
UBS Asset Management Americas Inc52,887$4.88M0.00%––
First Trust Advisors LP53,285$4.92M0.01%––
Barclays PLC54,512$5.03M0.00%––
Retirement Systems of Alabama56,599$5.23M0.02%––
Congress Asset Management Co63,258$5.84M0.05%––
SEI Investments Co64,366$5.94M0.01%––
California State Teachers Retirement System65,799$6.08M0.01%––
Citadel Advisors LLC66,525$6.14M0.01%––
Guggenheim Capital LLC67,044$6.19M0.04%––
New York State Teachers Retirement System68,385$6.31M0.01%––
Manufacturers Life Insurance Company, The71,545$6.61M0.01%––
Raymond James & Associates74,897$6.92M0.01%––
Parametric Portfolio Associates LLC75,541$6.97M0.00%––
Legal & General Group Plc87,239$8.05M0.00%––
Jacobs Levy Equity Management, Inc94,553$8.73M0.07%––
Invesco Ltd.99,377$9.18M0.00%––
California Public Employees Retirement System102,648$9.48M0.01%––
American International Group, Inc.103,490$9.55M0.04%––
Swiss National Bank104,300$9.63M0.01%––
Deutsche Bank AG107,917$9.96M0.01%––
Alliancebernstein L.P.108,246$9.99M0.00%––
Schonfeld Strategic Advisors LLC110,571$10.2M0.14%––
Voya Investment Management LLC115,998$10.7M0.02%––
Tributary Capital Management, LLC117,307$10.8M0.85%––
Mutual of America Capital Management LLC121,160$11.2M0.12%––
Brandywine Global Investment Management, LLC140,080$12.9M0.10%––
Royce & Associates LP145,535$13.4M0.09%––
Third Avenue Management LLC146,136$13.5M1.78%––
Rhumbline Advisers149,121$13.8M0.02%––
Principal Financial Group Inc150,566$13.9M0.01%––
Russell Investments Group, Ltd.151,551$14.0M0.02%––
Man Group plc159,394$14.7M0.06%––
Goldman Sachs Group Inc166,580$15.4M0.00%––