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, 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 | 484 | $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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Proequities, Inc. | 22 | $2.00K | 0.00% | +3+15.8% | Added |
| Denali Advisors LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 35 | $3.26K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $5.00K | 0.00% | −20−28.6% | Reduced |
| TCI Wealth Advisors, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 63 | $6.00K | 0.00% | +63 | New |
| Quadrant Capital Group LLC | 82 | $8.00K | 0.00% | +5+6.5% | Added |
| Liberty Wealth Management LLC | 89 | $8.00K | 0.00% | −4−4.3% | Reduced |
| Concord Wealth Partners | 100 | $9.00K | 0.00% | −41−29.1% | Reduced |
| Advisory Services Network, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 122 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 151 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 160 | $15.0K | 0.00% | +32+25.0% | Added |
| FinTrust Capital Advisors, LLC | 181 | $17.0K | 0.00% | −4−2.2% | Reduced |
| Private Capital Group, LLC | 186 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $23.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 285 | $27.0K | 0.00% | −315−52.5% | Reduced |
| Lazard Asset Management LLC | 308 | $28.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 299 | $28.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 354 | $33.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 390 | $36.0K | 0.00% | −1−0.3% | Reduced |
| First Horizon Advisors, Inc. | 400 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 535 | $50.0K | 0.00% | +205+62.1% | Added |
| MBM Wealth Consultants, LLC | 608 | $57.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 689 | $64.0K | 0.02% | +689 | New |
| Toronto Dominion Bank | 701 | $65.0K | 0.00% | +203+40.8% | Added |
| Point72 Hong Kong Ltd | 763 | $71.0K | 0.00% | +763 | New |
| Meeder Asset Management Inc | 802 | $75.0K | 0.00% | +8+1.0% | Added |
| Macquarie Group Ltd | 1,576 | $147.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,577 | $147.0K | 0.00% | +44+2.9% | Added |
| Captrust Financial Advisors | 2,195 | $205.0K | 0.00% | −697−24.1% | Reduced |
| Quantitative Value Technologies, LLC | 2,259 | $210.0K | 0.35% | +2,259 | New |
| Chicago Capital, LLC | 2,353 | $219.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 2,363 | $220.0K | 0.00% | −55−2.3% | Reduced |
| Shelton Capital Management | 2,395 | $223.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,392 | $223.0K | 0.00% | +2,392 | New |
| Panagora Asset Management Inc | 2,482 | $231.0K | 0.00% | +2,182+727.3% | Added |
| STRS Ohio | 2,500 | $232.0K | 0.00% | −500−16.7% | Reduced |
| Regions Financial Corp | 2,573 | $240.0K | 0.00% | +2,573 | New |
| Pictet Asset Management Ltd | 2,600 | $242.0K | 0.00% | −700−21.2% | Reduced |
| Walleye Trading LLC | 2,652 | $247.0K | 0.01% | +2,652 | New |
| Acadian Asset Management LLC | 2,679 | $249.0K | 0.00% | −6,664−71.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,742 | $255.0K | 0.00% | −231−7.8% | Reduced |
| Pitcairn Co | 3,251 | $302.0K | 0.02% | −132−3.9% | Reduced |
| Bailard, Inc. | 3,365 | $313.0K | 0.01% | 00.0% | Unchanged |
| Origin Asset Management LLP | 3,435 | $320.0K | 0.04% | +3,435 | New |
| Alps Advisors Inc | 3,572 | $332.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,979 | $370.0K | 0.01% | −100−2.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $372.0K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,010 | $373.0K | 0.01% | −240−5.6% | Reduced |
| Alpha Paradigm Partners, LLC | 4,026 | $375.0K | 0.14% | −49−1.2% | Reduced |
| Investment House LLC | 4,072 | $378.0K | 0.03% | −600−12.8% | Reduced |
| Central Trust Co | 4,074 | $379.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 4,074 | $379.0K | 0.00% | −247−5.7% | Reduced |
| Kornitzer Capital Management Inc | 4,130 | $384.0K | 0.01% | −1,110−21.2% | Reduced |
| Country Club Trust Company, n.a. | 4,235 | $393.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,302 | $400.0K | 0.01% | +4,302 | New |
| Financial Advisory Service, Inc. | 4,312 | $401.0K | 0.04% | +4,312 | New |
| BKD Wealth Advisors, LLC | 4,325 | $402.0K | 0.02% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 4,382 | $408.0K | 0.01% | +78+1.8% | Added |
| Pacer Advisors, Inc. | 4,575 | $426.0K | 0.01% | −54−1.2% | Reduced |
| Janus Henderson Group PLC | 4,591 | $427.0K | 0.00% | +646+16.4% | Added |
| The PNC Financial Services Group, Inc. | 4,605 | $429.0K | 0.00% | +24+0.5% | Added |
| Papp L Roy & Associates | 4,785 | $445.0K | 0.06% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 5,121 | $477.0K | 0.00% | −6,809−57.1% | Reduced |
| Allianz Asset Management GmbH | 5,503 | $512.0K | 0.00% | +5,503 | New |
| Citadel Advisors LLC | 5,624 | $523.0K | 0.00% | −60,901−91.5% | Reduced |
| Tandem Investment Advisors, Inc. | 5,745 | $535.0K | 0.05% | +187+3.4% | Added |
| Winton Group Ltd | 5,768 | $537.0K | 0.03% | +5,768 | New |
| ETF Managers Group, LLC | 5,822 | $541.0K | 0.01% | +5,822 | New |
| Teacher Retirement System of Texas | 6,047 | $563.0K | 0.00% | +893+17.3% | Added |
| Dean Capital Management | 6,094 | $567.0K | 0.52% | −24,117−79.8% | Reduced |
| Pathstone Family Office, LLC | 6,156 | $575.0K | 0.02% | +2,202+55.7% | Added |
| Teachers Retirement System of the State of Kentucky | 6,292 | $586.0K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 6,350 | $591.0K | 0.02% | −2,662−29.5% | Reduced |
| Janney Montgomery Scott LLC | 6,406 | $596.0K | 0.00% | +79+1.2% | Added |
| Bank of Montreal | 6,279 | $598.0K | 0.00% | +254+4.2% | Added |
| Polar Asset Management Partners Inc. | 6,460 | $601.0K | 0.01% | +6,460 | New |
| Public Employees Retirement Association of Colorado | 6,702 | $624.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,752 | $628.0K | 0.01% | −42−0.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,765 | $630.0K | 0.00% | −22,000−76.5% | Reduced |
| Atwood & Palmer Inc | 6,894 | $642.0K | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 6,896 | $642.0K | 0.01% | +2,095+43.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,241 | $674.0K | 0.01% | +7+0.1% | Added |
| Profund Advisors LLC | 7,369 | $686.0K | 0.02% | +2,426+49.1% | Added |
| AE Wealth Management LLC | 7,617 | $709.0K | 0.01% | +180+2.4% | Added |
| Walleye Capital LLC | 7,955 | $740.0K | 0.03% | +7,955 | New |
| HSBC Holdings PLC | 7,997 | $741.0K | 0.00% | −1,340−14.4% | Reduced |
| Cubist Systematic Strategies, LLC | 8,116 | $755.0K | 0.01% | −9,295−53.4% | Reduced |
| First Midwest Bank Trust Division | 8,791 | $818.0K | 0.11% | −446−4.8% | Reduced |
| New Mexico Educational Retirement Board | 9,000 | $838.0K | 0.03% | +1,400+18.4% | Added |