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 |
|---|---|---|---|---|---|
| Krane Funds Advisors LLC | 9,225 | $858.0K | 0.03% | +9,225 | New |
| Handelsbanken Fonder AB | 9,230 | $859.0K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 9,234 | $859.0K | 0.49% | +233+2.6% | Added |
| Federated Hermes, Inc. | 9,687 | $902.0K | 0.00% | −6,339−39.6% | Reduced |
| KBC Group NV | 10,029 | $933.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,087 | $939.0K | 0.00% | +10.0% | Added |
| Premier Asset Management LLC | 10,211 | $950.0K | 0.14% | +2,236+28.0% | Added |
| Truist Financial Corp | 10,822 | $1.01M | 0.00% | +8,546+375.5% | Added |
| Farmers & Merchants Investments Inc | 10,856 | $1.01M | 0.05% | 00.0% | Unchanged |
| State of Michigan Retirement System | 10,998 | $1.02M | 0.01% | −5,100−31.7% | Reduced |
| BNP Paribas Arbitrage, SA | 11,096 | $1.03M | 0.00% | −13,895−55.6% | Reduced |
| Louisiana State Employees Retirement System | 11,300 | $1.05M | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 11,333 | $1.05M | 0.01% | +184+1.7% | Added |
| Thrivent Financial for Lutherans | 11,542 | $1.07M | 0.00% | +14+0.1% | Added |
| Robeco Institutional Asset Management B.V. | 11,847 | $1.10M | 0.00% | +11,847 | New |
| Hillsdale Investment Management Inc. | 12,000 | $1.12M | 0.09% | 00.0% | Unchanged |
| AMG National Trust Bank | 12,251 | $1.14M | 0.04% | −3,800−23.7% | Reduced |
| Arizona State Retirement System | 12,397 | $1.15M | 0.01% | −886−6.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 13,004 | $1.21M | 0.45% | −1,394−9.7% | Reduced |
| AlphaCrest Capital Management LLC | 13,088 | $1.22M | 0.05% | +13,088 | New |
| Creative Planning | 13,354 | $1.24M | 0.00% | −3,059−18.6% | Reduced |
| SG Americas Securities, LLC | 13,402 | $1.25M | 0.01% | +2,655+24.7% | Added |
| Virginia Retirement Systems Et Al | 13,900 | $1.29M | 0.01% | +5,400+63.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,484 | $1.35M | 0.02% | +18+0.1% | Added |
| Millennium Management LLC | 14,480 | $1.35M | 0.00% | +9,224+175.5% | Added |
| Oregon Public Employees Retirement Fund | 14,833 | $1.38M | 0.02% | +518+3.6% | Added |
| Royal Bank of Canada | 14,895 | $1.39M | 0.00% | −1,097−6.9% | Reduced |
| Ameritas Investment Partners, Inc. | 15,185 | $1.41M | 0.05% | −310−2.0% | Reduced |
| Prudential Financial Inc | 15,318 | $1.43M | 0.00% | +5,944+63.4% | Added |
| Paragon Capital Management LLC | 15,778 | $1.47M | 0.73% | −1,100−6.5% | Reduced |
| Jane Street Group, LLC | 16,500 | $1.53M | 0.00% | +11,580+235.4% | Added |
| Keybank National Association | 16,900 | $1.57M | 0.01% | −3,040−15.2% | Reduced |
| Nisa Investment Advisors, LLC | 17,675 | $1.65M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 17,681 | $1.65M | 0.00% | −723−3.9% | Reduced |
| First National Bank of Omaha | 18,086 | $1.67M | 0.09% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 18,000 | $1.68M | 0.00% | −1,700−8.6% | Reduced |
| Isthmus Partners, LLC | 18,575 | $1.73M | 0.30% | +162+0.9% | Added |
| Metropolitan Life Insurance Co | 19,168 | $1.78M | 0.03% | +39+0.2% | Added |
| Public Employees Retirement System of Ohio | 19,775 | $1.84M | 0.01% | −15−0.1% | Reduced |
| Susquehanna International Group, LLP | 19,879 | $1.85M | 0.00% | +14,274+254.7% | Added |
| Price T Rowe Associates Inc | 20,363 | $1.90M | 0.00% | −1,088−5.1% | Reduced |
| Tower Research Capital LLC (TRC) | 20,486 | $1.91M | 0.05% | +16,137+371.1% | Added |
| Meritage Portfolio Management | 22,336 | $2.08M | 0.13% | −175−0.8% | Reduced |
| Keeley-Teton Advisors, LLC | 22,467 | $2.09M | 0.22% | −2,850−11.3% | Reduced |
| Ziegler Capital Management, LLC | 22,738 | $2.12M | 0.07% | +330+1.5% | Added |
| Comerica Bank | 23,948 | $2.14M | 0.01% | −416−1.7% | Reduced |
| Jennison Associates LLC | 23,565 | $2.19M | 0.00% | −969−3.9% | Reduced |
| Martingale Asset Management L P | 25,341 | $2.36M | 0.03% | −3,300−11.5% | Reduced |
| State of New Jersey Common Pension Fund D | 25,566 | $2.38M | 0.01% | −13,649−34.8% | Reduced |
| UBS Group AG | 25,602 | $2.38M | 0.00% | −8,545−25.0% | Reduced |
| HYA Advisors, Inc | 26,215 | $2.44M | 1.02% | 00.0% | Unchanged |
| Citigroup Inc | 27,474 | $2.56M | 0.00% | +2,651+10.7% | Added |
| Dean Investment Associates, LLC | 28,642 | $2.67M | 0.49% | −24,242−45.8% | Reduced |
| Commerce Bank | 29,662 | $2.76M | 0.02% | −200−0.7% | Reduced |
| Amalgamated Bank | 32,059 | $2.98M | 0.02% | +28,168+723.9% | Added |
| Texas Permanent School Fund | 32,400 | $3.02M | 0.04% | +40.0% | Added |
| GHP Investment Advisors, Inc. | 32,649 | $3.04M | 0.24% | +534+1.7% | Added |
| Rafferty Asset Management, LLC | 33,696 | $3.14M | 0.02% | +9,664+40.2% | Added |
| Envestnet Asset Management Inc | 33,902 | $3.15M | 0.00% | +976+3.0% | Added |
| Federation des caisses Desjardins du Quebec | 34,709 | $3.23M | 0.03% | −491−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 36,809 | $3.42M | 0.01% | −5,315−12.6% | Reduced |
| Ensign Peak Advisors, Inc | 37,800 | $3.52M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 37,952 | $3.53M | 0.03% | −675−1.7% | Reduced |
| New York State Common Retirement Fund | 37,956 | $3.53M | 0.00% | −1,444−3.7% | Reduced |
| Credit Suisse AG | 40,081 | $3.73M | 0.00% | −5,166−11.4% | Reduced |
| Financial Counselors Inc | 40,399 | $3.76M | 0.08% | −1,616−3.8% | Reduced |
| Morgan Stanley | 43,008 | $4.00M | 0.00% | +15,341+55.4% | Added |
| Richard Bernstein Advisors LLC | 46,497 | $4.33M | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 46,861 | $4.36M | 0.03% | −20,183−30.1% | Reduced |
| UBS Asset Management Americas Inc | 55,850 | $5.20M | 0.00% | +2,963+5.6% | Added |
| Retirement Systems of Alabama | 56,641 | $5.27M | 0.02% | +42+0.1% | Added |
| Frontier Wealth Management LLC | 59,960 | $5.58M | 0.39% | +44,576+289.8% | Added |
| California State Teachers Retirement System | 60,384 | $5.62M | 0.01% | −5,415−8.2% | Reduced |
| Gillson Capital LP | 65,103 | $6.06M | 0.57% | +65,103 | New |
| First Trust Advisors LP | 65,893 | $6.13M | 0.01% | +12,608+23.7% | Added |
| New York State Teachers Retirement System | 68,385 | $6.36M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 70,000 | $6.51M | 0.02% | +50,000+250.0% | Added |
| Manufacturers Life Insurance Company, The | 70,559 | $6.57M | 0.01% | −986−1.4% | Reduced |
| Congress Asset Management Co | 74,686 | $6.95M | 0.06% | +11,428+18.1% | Added |
| Barclays PLC | 75,331 | $7.01M | 0.01% | +20,819+38.2% | Added |
| Parametric Portfolio Associates LLC | 76,176 | $7.09M | 0.00% | +635+0.8% | Added |
| Raymond James & Associates | 78,550 | $7.31M | 0.01% | +3,653+4.9% | Added |
| SEI Investments Co | 82,359 | $7.66M | 0.02% | +17,993+28.0% | Added |
| Voya Investment Management LLC | 97,996 | $9.12M | 0.02% | −18,002−15.5% | Reduced |
| California Public Employees Retirement System | 99,024 | $9.21M | 0.01% | −3,624−3.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 99,241 | $9.23M | 0.06% | +4,688+5.0% | Added |
| Swiss National Bank | 100,500 | $9.35M | 0.01% | −3,800−3.6% | Reduced |
| Legal & General Group Plc | 100,699 | $9.37M | 0.00% | +13,460+15.4% | Added |
| American International Group, Inc. | 101,234 | $9.42M | 0.04% | −2,256−2.2% | Reduced |
| Alliancebernstein L.P. | 107,586 | $10.0M | 0.00% | −660−0.6% | Reduced |
| Tributary Capital Management, LLC | 115,581 | $10.8M | 0.82% | −1,726−1.5% | Reduced |
| Russell Investments Group, Ltd. | 116,207 | $10.8M | 0.02% | −35,344−23.3% | Reduced |
| Mutual of America Capital Management LLC | 119,050 | $11.1M | 0.11% | −2,110−1.7% | Reduced |
| Invesco Ltd. | 127,122 | $11.8M | 0.00% | +27,745+27.9% | Added |
| Brandywine Global Investment Management, LLC | 135,320 | $12.6M | 0.09% | −4,760−3.4% | Reduced |
| Man Group plc | 140,114 | $13.0M | 0.05% | −19,280−12.1% | Reduced |
| Rhumbline Advisers | 143,976 | $13.4M | 0.02% | −5,145−3.5% | Reduced |
| Third Avenue Management LLC | 146,136 | $13.6M | 1.80% | 00.0% | Unchanged |
| Royce & Associates LP | 146,485 | $13.6M | 0.09% | +950+0.7% | Added |
| Goldman Sachs Group Inc | 160,280 | $14.9M | 0.00% | −6,300−3.8% | Reduced |