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 2021
Institutional positions in Umb Financial Corp as of Jun 30, 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
- 235
- +4 vs. Q1 2021
- Shares held
- 41.5M
- +457.0K (+1.1%) vs. Q1 2021
- Total value
- $3.86B
- +$72.4M (+1.9%) vs. Q1 2021
- New holders
- 21
- 75 more added
- Sold out
- 17
- 94 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $8.17B |
| Q3 2025 | 405 | $8.19B |
| Q2 2025 | 410 | $7.25B |
| Q1 2025 | 411 | $6.79B |
| Q4 2024 | 354 | $5.77B |
| Q3 2024 | 325 | $5.26B |
| Q2 2024 | 293 | $4.10B |
| Q1 2024 | 272 | $3.70B |
| Q4 2023 | 259 | $3.58B |
| Q3 2023 | 243 | $2.69B |
| Q2 2023 | 225 | $2.74B |
| Q1 2023 | 260 | $2.46B |
| Q4 2022 | 265 | $3.57B |
| Q3 2022 | 271 | $3.60B |
| Q2 2022 | 261 | $3.70B |
| Q1 2022 | 253 | $4.14B |
| Q4 2021 | 256 | $4.49B |
| Q3 2021 | 241 | $3.97B |
| Q2 2021 | 235 | $3.86B |
| Q1 2021 | 232 | $3.79B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,138,017 | $478.1M | 0.01% | −172,047−3.2% | Reduced |
| Umb Bank N A | 4,917,337 | $457.6M | 10.48% | −107,326−2.1% | Reduced |
| Vanguard Group Inc | 4,551,462 | $423.6M | 0.01% | +84,697+1.9% | Added |
| State Street Corp | 2,140,270 | $199.8M | 0.01% | +238,248+12.5% | Added |
| Wells Fargo & Company | 1,895,296 | $176.4M | 0.04% | −65,849−3.4% | Reduced |
| Victory Capital Management Inc | 1,680,771 | $156.4M | 0.15% | −6,836−0.4% | Reduced |
| American Century Companies Inc | 1,487,716 | $138.4M | 0.09% | +97,400+7.0% | Added |
| Champlain Investment Partners, LLC | 1,375,050 | $128.0M | 0.61% | −97,925−6.6% | Reduced |
| Dimensional Fund Advisors LP | 1,105,930 | $102.9M | 0.03% | −25,711−2.3% | Reduced |
| Wellington Management Group LLP | 945,066 | $87.9M | 0.01% | +51,520+5.8% | Added |
| Northern Trust Corp | 879,353 | $81.8M | 0.01% | −12,130−1.4% | Reduced |
| Massachusetts Financial Services Co | 871,511 | $81.1M | 0.02% | +15,075+1.8% | Added |
| Bank of New York Mellon Corp | 869,638 | $80.9M | 0.02% | −16,639−1.9% | Reduced |
| Brown Advisory Inc | 832,331 | $77.5M | 0.12% | −10,264−1.2% | Reduced |
| Geode Capital Management, LLC | 823,686 | $76.7M | 0.01% | +34,298+4.3% | Added |
| FMR LLC | 730,819 | $68.0M | 0.01% | −10,701−1.4% | Reduced |
| Ameriprise Financial Inc | 657,550 | $61.2M | 0.02% | −26,138−3.8% | Reduced |
| Boston Trust Walden Corp | 608,503 | $56.6M | 0.50% | +10,808+1.8% | Added |
| Nuance Investments, LLC | 462,458 | $43.0M | 0.77% | +14,973+3.3% | Added |
| Deutsche Bank AG | 446,171 | $41.5M | 0.02% | +338,254+313.4% | Added |
| Norges Bank | 424,409 | $39.5M | 0.01% | −25,446−5.7% | Reduced |
| Global Alpha Capital Management Ltd. | 410,832 | $38.2M | 4.14% | +1,113+0.3% | Added |
| Charles Schwab Investment Management Inc | 409,541 | $38.1M | 0.01% | +4,606+1.1% | Added |
| JPMorgan Chase & Co | 363,037 | $33.8M | 0.00% | −37,663−9.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 349,411 | $32.5M | 0.36% | +238,840+216.0% | Added |
| ProShare Advisors LLC | 328,212 | $30.5M | 0.09% | +96,535+41.7% | Added |
| Bank of America Corp | 307,747 | $28.6M | 0.00% | −45,219−12.8% | Reduced |
| Fisher Asset Management, LLC | 242,785 | $22.6M | 0.01% | −13,876−5.4% | Reduced |
| AQR Capital Management LLC | 240,748 | $22.4M | 0.04% | +16,183+7.2% | Added |
| Chartwell Investment Partners, LLC | 215,470 | $20.1M | 0.59% | −2,008−0.9% | Reduced |
| Eagle Asset Management Inc | 205,516 | $19.1M | 0.08% | −49,100−19.3% | Reduced |
| Deprince Race & Zollo Inc | 204,840 | $19.1M | 0.48% | −15,320−7.0% | Reduced |
| Principal Financial Group Inc | 204,342 | $19.0M | 0.01% | +53,776+35.7% | Added |
| Nuveen Asset Management, LLC | 191,048 | $17.8M | 0.01% | −14,155−6.9% | Reduced |
| Hillcrest Asset Management LLC | 161,790 | $15.1M | 2.04% | −30,250−15.8% | Reduced |
| Goldman Sachs Group Inc | 160,280 | $14.9M | 0.00% | −6,300−3.8% | Reduced |
| Royce & Associates LP | 146,485 | $13.6M | 0.09% | +950+0.7% | Added |
| Third Avenue Management LLC | 146,136 | $13.6M | 1.80% | 00.0% | Unchanged |
| Rhumbline Advisers | 143,976 | $13.4M | 0.02% | −5,145−3.5% | Reduced |
| Man Group plc | 140,114 | $13.0M | 0.05% | −19,280−12.1% | Reduced |
| Brandywine Global Investment Management, LLC | 135,320 | $12.6M | 0.09% | −4,760−3.4% | Reduced |
| Invesco Ltd. | 127,122 | $11.8M | 0.00% | +27,745+27.9% | Added |
| Mutual of America Capital Management LLC | 119,050 | $11.1M | 0.11% | −2,110−1.7% | Reduced |
| Russell Investments Group, Ltd. | 116,207 | $10.8M | 0.02% | −35,344−23.3% | Reduced |
| Tributary Capital Management, LLC | 115,581 | $10.8M | 0.82% | −1,726−1.5% | Reduced |
| Alliancebernstein L.P. | 107,586 | $10.0M | 0.00% | −660−0.6% | Reduced |
| American International Group, Inc. | 101,234 | $9.42M | 0.04% | −2,256−2.2% | Reduced |
| Legal & General Group Plc | 100,699 | $9.37M | 0.00% | +13,460+15.4% | Added |
| Swiss National Bank | 100,500 | $9.35M | 0.01% | −3,800−3.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 99,241 | $9.23M | 0.06% | +4,688+5.0% | Added |
| California Public Employees Retirement System | 99,024 | $9.21M | 0.01% | −3,624−3.5% | Reduced |
| Voya Investment Management LLC | 97,996 | $9.12M | 0.02% | −18,002−15.5% | Reduced |
| SEI Investments Co | 82,359 | $7.66M | 0.02% | +17,993+28.0% | Added |
| Raymond James & Associates | 78,550 | $7.31M | 0.01% | +3,653+4.9% | Added |
| Parametric Portfolio Associates LLC | 76,176 | $7.09M | 0.00% | +635+0.8% | Added |
| Barclays PLC | 75,331 | $7.01M | 0.01% | +20,819+38.2% | Added |
| Congress Asset Management Co | 74,686 | $6.95M | 0.06% | +11,428+18.1% | Added |
| Manufacturers Life Insurance Company, The | 70,559 | $6.57M | 0.01% | −986−1.4% | Reduced |
| State of Tennessee, Treasury Department | 70,000 | $6.51M | 0.02% | +50,000+250.0% | Added |
| New York State Teachers Retirement System | 68,385 | $6.36M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 65,893 | $6.13M | 0.01% | +12,608+23.7% | Added |
| Gillson Capital LP | 65,103 | $6.06M | 0.57% | +65,103 | New |
| California State Teachers Retirement System | 60,384 | $5.62M | 0.01% | −5,415−8.2% | Reduced |
| Frontier Wealth Management LLC | 59,960 | $5.58M | 0.39% | +44,576+289.8% | Added |
| Retirement Systems of Alabama | 56,641 | $5.27M | 0.02% | +42+0.1% | Added |
| UBS Asset Management Americas Inc | 55,850 | $5.20M | 0.00% | +2,963+5.6% | Added |
| Guggenheim Capital LLC | 46,861 | $4.36M | 0.03% | −20,183−30.1% | Reduced |
| Richard Bernstein Advisors LLC | 46,497 | $4.33M | 0.09% | 00.0% | Unchanged |
| Morgan Stanley | 43,008 | $4.00M | 0.00% | +15,341+55.4% | Added |
| Financial Counselors Inc | 40,399 | $3.76M | 0.08% | −1,616−3.8% | Reduced |
| Credit Suisse AG | 40,081 | $3.73M | 0.00% | −5,166−11.4% | Reduced |
| New York State Common Retirement Fund | 37,956 | $3.53M | 0.00% | −1,444−3.7% | Reduced |
| MetLife Investment Management | 37,952 | $3.53M | 0.03% | −675−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 37,800 | $3.52M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 36,809 | $3.42M | 0.01% | −5,315−12.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 34,709 | $3.23M | 0.03% | −491−1.4% | Reduced |
| Envestnet Asset Management Inc | 33,902 | $3.15M | 0.00% | +976+3.0% | Added |
| Rafferty Asset Management, LLC | 33,696 | $3.14M | 0.02% | +9,664+40.2% | Added |
| GHP Investment Advisors, Inc. | 32,649 | $3.04M | 0.24% | +534+1.7% | Added |
| Texas Permanent School Fund | 32,400 | $3.02M | 0.04% | +40.0% | Added |
| Amalgamated Bank | 32,059 | $2.98M | 0.02% | +28,168+723.9% | Added |
| Commerce Bank | 29,662 | $2.76M | 0.02% | −200−0.7% | Reduced |
| Dean Investment Associates, LLC | 28,642 | $2.67M | 0.49% | −24,242−45.8% | Reduced |
| Citigroup Inc | 27,474 | $2.56M | 0.00% | +2,651+10.7% | Added |
| HYA Advisors, Inc | 26,215 | $2.44M | 1.02% | 00.0% | Unchanged |
| UBS Group AG | 25,602 | $2.38M | 0.00% | −8,545−25.0% | Reduced |
| State of New Jersey Common Pension Fund D | 25,566 | $2.38M | 0.01% | −13,649−34.8% | Reduced |
| Martingale Asset Management L P | 25,341 | $2.36M | 0.03% | −3,300−11.5% | Reduced |
| Jennison Associates LLC | 23,565 | $2.19M | 0.00% | −969−3.9% | Reduced |
| Comerica Bank | 23,948 | $2.14M | 0.01% | −416−1.7% | Reduced |
| Ziegler Capital Management, LLC | 22,738 | $2.12M | 0.07% | +330+1.5% | Added |
| Keeley-Teton Advisors, LLC | 22,467 | $2.09M | 0.22% | −2,850−11.3% | Reduced |
| Meritage Portfolio Management | 22,336 | $2.08M | 0.13% | −175−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 20,486 | $1.91M | 0.05% | +16,137+371.1% | Added |
| Price T Rowe Associates Inc | 20,363 | $1.90M | 0.00% | −1,088−5.1% | Reduced |
| Susquehanna International Group, LLP | 19,879 | $1.85M | 0.00% | +14,274+254.7% | Added |
| Public Employees Retirement System of Ohio | 19,775 | $1.84M | 0.01% | −15−0.1% | Reduced |
| Metropolitan Life Insurance Co | 19,168 | $1.78M | 0.03% | +39+0.2% | Added |
| Isthmus Partners, LLC | 18,575 | $1.73M | 0.30% | +162+0.9% | Added |
| Two Sigma Advisers, LP | 18,000 | $1.68M | 0.00% | −1,700−8.6% | Reduced |