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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 18,086 | $1.67M | 0.09% | 00.0% | Unchanged |
| US Bancorp | 17,681 | $1.65M | 0.00% | −723−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 17,675 | $1.65M | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 16,900 | $1.57M | 0.01% | −3,040−15.2% | Reduced |
| Jane Street Group, LLC | 16,500 | $1.53M | 0.00% | +11,580+235.4% | Added |
| Paragon Capital Management LLC | 15,778 | $1.47M | 0.73% | −1,100−6.5% | Reduced |
| Prudential Financial Inc | 15,318 | $1.43M | 0.00% | +5,944+63.4% | Added |
| Ameritas Investment Partners, Inc. | 15,185 | $1.41M | 0.05% | −310−2.0% | Reduced |
| Royal Bank of Canada | 14,895 | $1.39M | 0.00% | −1,097−6.9% | Reduced |
| Oregon Public Employees Retirement Fund | 14,833 | $1.38M | 0.02% | +518+3.6% | 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 |
| Virginia Retirement Systems Et Al | 13,900 | $1.29M | 0.01% | +5,400+63.5% | Added |
| SG Americas Securities, LLC | 13,402 | $1.25M | 0.01% | +2,655+24.7% | Added |
| Creative Planning | 13,354 | $1.24M | 0.00% | −3,059−18.6% | Reduced |
| AlphaCrest Capital Management LLC | 13,088 | $1.22M | 0.05% | +13,088 | New |
| Jackson Creek Investment Advisors LLC | 13,004 | $1.21M | 0.45% | −1,394−9.7% | Reduced |
| Arizona State Retirement System | 12,397 | $1.15M | 0.01% | −886−6.7% | Reduced |
| AMG National Trust Bank | 12,251 | $1.14M | 0.04% | −3,800−23.7% | Reduced |
| Hillsdale Investment Management Inc. | 12,000 | $1.12M | 0.09% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 11,847 | $1.10M | 0.00% | +11,847 | New |
| Thrivent Financial for Lutherans | 11,542 | $1.07M | 0.00% | +14+0.1% | Added |
| Mariner, LLC | 11,333 | $1.05M | 0.01% | +184+1.7% | Added |
| Louisiana State Employees Retirement System | 11,300 | $1.05M | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 11,096 | $1.03M | 0.00% | −13,895−55.6% | Reduced |
| State of Michigan Retirement System | 10,998 | $1.02M | 0.01% | −5,100−31.7% | Reduced |
| Farmers & Merchants Investments Inc | 10,856 | $1.01M | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 10,822 | $1.01M | 0.00% | +8,546+375.5% | Added |
| Premier Asset Management LLC | 10,211 | $950.0K | 0.14% | +2,236+28.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,087 | $939.0K | 0.00% | +10.0% | Added |
| KBC Group NV | 10,029 | $933.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,687 | $902.0K | 0.00% | −6,339−39.6% | Reduced |
| 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 |
| Krane Funds Advisors LLC | 9,225 | $858.0K | 0.03% | +9,225 | New |
| New Mexico Educational Retirement Board | 9,000 | $838.0K | 0.03% | +1,400+18.4% | Added |
| First Midwest Bank Trust Division | 8,791 | $818.0K | 0.11% | −446−4.8% | Reduced |
| Cubist Systematic Strategies, LLC | 8,116 | $755.0K | 0.01% | −9,295−53.4% | Reduced |
| HSBC Holdings PLC | 7,997 | $741.0K | 0.00% | −1,340−14.4% | Reduced |
| Walleye Capital LLC | 7,955 | $740.0K | 0.03% | +7,955 | New |
| AE Wealth Management LLC | 7,617 | $709.0K | 0.01% | +180+2.4% | Added |
| Profund Advisors LLC | 7,369 | $686.0K | 0.02% | +2,426+49.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,241 | $674.0K | 0.01% | +7+0.1% | Added |
| 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 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,765 | $630.0K | 0.00% | −22,000−76.5% | Reduced |
| State of Alaska, Department of Revenue | 6,752 | $628.0K | 0.01% | −42−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 6,702 | $624.0K | 0.00% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 6,460 | $601.0K | 0.01% | +6,460 | New |
| Bank of Montreal | 6,279 | $598.0K | 0.00% | +254+4.2% | Added |
| Janney Montgomery Scott LLC | 6,406 | $596.0K | 0.00% | +79+1.2% | Added |
| Diversified Trust Co | 6,350 | $591.0K | 0.02% | −2,662−29.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,292 | $586.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,156 | $575.0K | 0.02% | +2,202+55.7% | Added |
| Dean Capital Management | 6,094 | $567.0K | 0.52% | −24,117−79.8% | Reduced |
| Teacher Retirement System of Texas | 6,047 | $563.0K | 0.00% | +893+17.3% | Added |
| ETF Managers Group, LLC | 5,822 | $541.0K | 0.01% | +5,822 | New |
| Winton Group Ltd | 5,768 | $537.0K | 0.03% | +5,768 | New |
| Tandem Investment Advisors, Inc. | 5,745 | $535.0K | 0.05% | +187+3.4% | Added |
| Citadel Advisors LLC | 5,624 | $523.0K | 0.00% | −60,901−91.5% | Reduced |
| Allianz Asset Management GmbH | 5,503 | $512.0K | 0.00% | +5,503 | New |
| D. E. Shaw & Co., Inc. | 5,121 | $477.0K | 0.00% | −6,809−57.1% | Reduced |
| Papp L Roy & Associates | 4,785 | $445.0K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,605 | $429.0K | 0.00% | +24+0.5% | Added |
| Janus Henderson Group PLC | 4,591 | $427.0K | 0.00% | +646+16.4% | Added |
| Pacer Advisors, Inc. | 4,575 | $426.0K | 0.01% | −54−1.2% | Reduced |
| IndexIQ Advisors LLC | 4,382 | $408.0K | 0.01% | +78+1.8% | Added |
| BKD Wealth Advisors, LLC | 4,325 | $402.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,312 | $401.0K | 0.04% | +4,312 | New |
| Verition Fund Management LLC | 4,302 | $400.0K | 0.01% | +4,302 | New |
| Country Club Trust Company, n.a. | 4,235 | $393.0K | 0.03% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 4,130 | $384.0K | 0.01% | −1,110−21.2% | 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 |
| Investment House LLC | 4,072 | $378.0K | 0.03% | −600−12.8% | Reduced |
| Alpha Paradigm Partners, LLC | 4,026 | $375.0K | 0.14% | −49−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,010 | $373.0K | 0.01% | −240−5.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $372.0K | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,979 | $370.0K | 0.01% | −100−2.5% | Reduced |
| Alps Advisors Inc | 3,572 | $332.0K | 0.00% | 00.0% | Unchanged |
| Origin Asset Management LLP | 3,435 | $320.0K | 0.04% | +3,435 | New |
| Bailard, Inc. | 3,365 | $313.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 3,251 | $302.0K | 0.02% | −132−3.9% | Reduced |
| Commonwealth Equity Services, LLC | 2,742 | $255.0K | 0.00% | −231−7.8% | Reduced |
| Acadian Asset Management LLC | 2,679 | $249.0K | 0.00% | −6,664−71.3% | Reduced |
| Walleye Trading LLC | 2,652 | $247.0K | 0.01% | +2,652 | New |
| Pictet Asset Management Ltd | 2,600 | $242.0K | 0.00% | −700−21.2% | Reduced |
| Regions Financial Corp | 2,573 | $240.0K | 0.00% | +2,573 | New |
| STRS Ohio | 2,500 | $232.0K | 0.00% | −500−16.7% | Reduced |
| Panagora Asset Management Inc | 2,482 | $231.0K | 0.00% | +2,182+727.3% | Added |
| Shelton Capital Management | 2,395 | $223.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,392 | $223.0K | 0.00% | +2,392 | New |
| LPL Financial LLC | 2,363 | $220.0K | 0.00% | −55−2.3% | Reduced |
| Chicago Capital, LLC | 2,353 | $219.0K | 0.01% | 00.0% | Unchanged |
| Quantitative Value Technologies, LLC | 2,259 | $210.0K | 0.35% | +2,259 | New |
| Captrust Financial Advisors | 2,195 | $205.0K | 0.00% | −697−24.1% | Reduced |
| 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 |
| Meeder Asset Management Inc | 802 | $75.0K | 0.00% | +8+1.0% | Added |
| Point72 Hong Kong Ltd | 763 | $71.0K | 0.00% | +763 | New |