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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 701 | $65.0K | 0.00% | +203+40.8% | Added |
| Heritage Wealth Management, LLC | 689 | $64.0K | 0.02% | +689 | New |
| MBM Wealth Consultants, LLC | 608 | $57.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 535 | $50.0K | 0.00% | +205+62.1% | Added |
| First Horizon Advisors, Inc. | 400 | $37.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 390 | $36.0K | 0.00% | −1−0.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 354 | $33.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 308 | $28.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 299 | $28.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 285 | $27.0K | 0.00% | −315−52.5% | Reduced |
| Geneos Wealth Management Inc. | 250 | $23.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 160 | $15.0K | 0.00% | +32+25.0% | Added |
| Fifth Third Bancorp | 151 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 122 | $11.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $9.00K | 0.00% | −41−29.1% | Reduced |
| Advisory Services Network, LLC | 100 | $9.00K | 0.00% | +100 | 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 |
| O'Shaughnessy Asset Management, LLC | 63 | $6.00K | 0.00% | +63 | New |
| 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 |
| Savior LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 35 | $3.26K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Johnson Financial Group, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Brown Brothers Harriman & Co | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |