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 |
|---|---|---|---|---|---|
| Hillcrest Asset Management LLC | 161,790 | $15.1M | 2.04% | −30,250−15.8% | Reduced |
| Nuveen Asset Management, LLC | 191,048 | $17.8M | 0.01% | −14,155−6.9% | Reduced |
| Principal Financial Group Inc | 204,342 | $19.0M | 0.01% | +53,776+35.7% | Added |
| Deprince Race & Zollo Inc | 204,840 | $19.1M | 0.48% | −15,320−7.0% | Reduced |
| Eagle Asset Management Inc | 205,516 | $19.1M | 0.08% | −49,100−19.3% | Reduced |
| Chartwell Investment Partners, LLC | 215,470 | $20.1M | 0.59% | −2,008−0.9% | Reduced |
| AQR Capital Management LLC | 240,748 | $22.4M | 0.04% | +16,183+7.2% | Added |
| Fisher Asset Management, LLC | 242,785 | $22.6M | 0.01% | −13,876−5.4% | Reduced |
| Bank of America Corp | 307,747 | $28.6M | 0.00% | −45,219−12.8% | Reduced |
| ProShare Advisors LLC | 328,212 | $30.5M | 0.09% | +96,535+41.7% | Added |
| Schonfeld Strategic Advisors LLC | 349,411 | $32.5M | 0.36% | +238,840+216.0% | Added |
| JPMorgan Chase & Co | 363,037 | $33.8M | 0.00% | −37,663−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 409,541 | $38.1M | 0.01% | +4,606+1.1% | Added |
| Global Alpha Capital Management Ltd. | 410,832 | $38.2M | 4.14% | +1,113+0.3% | Added |
| Norges Bank | 424,409 | $39.5M | 0.01% | −25,446−5.7% | Reduced |
| Deutsche Bank AG | 446,171 | $41.5M | 0.02% | +338,254+313.4% | Added |
| Nuance Investments, LLC | 462,458 | $43.0M | 0.77% | +14,973+3.3% | Added |
| Boston Trust Walden Corp | 608,503 | $56.6M | 0.50% | +10,808+1.8% | Added |
| Ameriprise Financial Inc | 657,550 | $61.2M | 0.02% | −26,138−3.8% | Reduced |
| FMR LLC | 730,819 | $68.0M | 0.01% | −10,701−1.4% | Reduced |
| Geode Capital Management, LLC | 823,686 | $76.7M | 0.01% | +34,298+4.3% | Added |
| Brown Advisory Inc | 832,331 | $77.5M | 0.12% | −10,264−1.2% | Reduced |
| Bank of New York Mellon Corp | 869,638 | $80.9M | 0.02% | −16,639−1.9% | Reduced |
| Massachusetts Financial Services Co | 871,511 | $81.1M | 0.02% | +15,075+1.8% | Added |
| Northern Trust Corp | 879,353 | $81.8M | 0.01% | −12,130−1.4% | Reduced |
| Wellington Management Group LLP | 945,066 | $87.9M | 0.01% | +51,520+5.8% | Added |
| Dimensional Fund Advisors LP | 1,105,930 | $102.9M | 0.03% | −25,711−2.3% | Reduced |
| Champlain Investment Partners, LLC | 1,375,050 | $128.0M | 0.61% | −97,925−6.6% | Reduced |
| American Century Companies Inc | 1,487,716 | $138.4M | 0.09% | +97,400+7.0% | Added |
| Victory Capital Management Inc | 1,680,771 | $156.4M | 0.15% | −6,836−0.4% | Reduced |
| Wells Fargo & Company | 1,895,296 | $176.4M | 0.04% | −65,849−3.4% | Reduced |
| State Street Corp | 2,140,270 | $199.8M | 0.01% | +238,248+12.5% | Added |
| Vanguard Group Inc | 4,551,462 | $423.6M | 0.01% | +84,697+1.9% | Added |
| Umb Bank N A | 4,917,337 | $457.6M | 10.48% | −107,326−2.1% | Reduced |
| BlackRock Inc. | 5,138,017 | $478.1M | 0.01% | −172,047−3.2% | Reduced |
| M3F, Inc. | 0 | $0 | 0.00% | −35,228−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −33,881−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −20,922−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −16,898−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −7,382−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −5,901−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −4,656−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −3,094−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Ellenbecker Investment Group | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −2,046−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |