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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q3 2021
Institutional positions in Umb Financial Corp as of Sep 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
- 241
- +8 vs. Q2 2021
- Shares held
- 41.1M
- −410.5K (−1.0%) vs. Q2 2021
- Total value
- $3.97B
- +$110.8M (+2.9%) vs. Q2 2021
- New holders
- 28
- 67 more added
- Sold out
- 20
- 110 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 483 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,040,564 | $487.5M | 0.01% | −97,453−1.9% | Reduced |
| Umb Bank N A | 4,901,298 | $474.0M | 10.66% | −16,039−0.3% | Reduced |
| Vanguard Group Inc | 4,221,715 | $408.3M | 0.01% | −329,747−7.2% | Reduced |
| State Street Corp | 1,888,716 | $183.4M | 0.01% | −251,554−11.8% | Reduced |
| Wells Fargo & Company | 1,869,992 | $180.8M | 0.04% | −25,304−1.3% | Reduced |
| Victory Capital Management Inc | 1,670,719 | $161.6M | 0.16% | −10,052−0.6% | Reduced |
| American Century Companies Inc | 1,511,735 | $146.2M | 0.10% | +24,019+1.6% | Added |
| Champlain Investment Partners, LLC | 1,401,125 | $135.5M | 0.65% | +26,075+1.9% | Added |
| Wellington Management Group LLP | 1,256,245 | $121.5M | 0.02% | +311,179+32.9% | Added |
| Dimensional Fund Advisors LP | 1,105,114 | $106.9M | 0.03% | −816−0.1% | Reduced |
| Bank of New York Mellon Corp | 886,776 | $85.8M | 0.02% | +17,138+2.0% | Added |
| Northern Trust Corp | 850,107 | $82.2M | 0.01% | −29,246−3.3% | Reduced |
| Massachusetts Financial Services Co | 834,078 | $80.7M | 0.02% | −37,433−4.3% | Reduced |
| Geode Capital Management, LLC | 773,516 | $74.8M | 0.01% | −50,170−6.1% | Reduced |
| Brown Advisory Inc | 717,734 | $69.4M | 0.10% | −114,597−13.8% | Reduced |
| FMR LLC | 695,929 | $67.3M | 0.01% | −34,890−4.8% | Reduced |
| Ameriprise Financial Inc | 620,454 | $60.0M | 0.02% | −37,096−5.6% | Reduced |
| Boston Trust Walden Corp | 610,740 | $59.1M | 0.52% | +2,237+0.4% | Added |
| Nuance Investments, LLC | 466,106 | $45.1M | 0.83% | +3,648+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 425,515 | $41.2M | 0.47% | +76,104+21.8% | Added |
| Charles Schwab Investment Management Inc | 408,398 | $39.5M | 0.01% | −1,143−0.3% | Reduced |
| Global Alpha Capital Management Ltd. | 406,932 | $39.4M | 4.37% | −3,900−0.9% | Reduced |
| Norges Bank | 401,688 | $38.8M | 0.01% | −22,721−5.4% | Reduced |
| JPMorgan Chase & Co | 362,621 | $35.1M | 0.00% | −416−0.1% | Reduced |
| Bank of America Corp | 354,208 | $34.3M | 0.00% | +46,461+15.1% | Added |
| Eaton Vance Management | 296,004 | $28.6M | 0.04% | +295,719+103,761.1% | Added |
| AQR Capital Management LLC | 265,343 | $25.7M | 0.05% | +24,595+10.2% | Added |
| ProShare Advisors LLC | 234,952 | $22.7M | 0.06% | −93,260−28.4% | Reduced |
| Fisher Asset Management, LLC | 231,993 | $22.4M | 0.01% | −10,792−4.4% | Reduced |
| Principal Financial Group Inc | 201,882 | $19.5M | 0.01% | −2,460−1.2% | Reduced |
| Chartwell Investment Partners, LLC | 189,782 | $18.4M | 0.57% | −25,688−11.9% | Reduced |
| Invesco Ltd. | 171,087 | $16.5M | 0.00% | +43,965+34.6% | Added |
| Nuveen Asset Management, LLC | 182,928 | $16.5M | 0.01% | −8,120−4.3% | Reduced |
| Goldman Sachs Group Inc | 169,128 | $16.4M | 0.00% | +8,848+5.5% | Added |
| Gillson Capital LP | 164,239 | $15.9M | 1.16% | +99,136+152.3% | Added |
| Deprince Race & Zollo Inc | 160,646 | $15.5M | 0.42% | −44,194−21.6% | Reduced |
| Hillcrest Asset Management LLC | 155,400 | $15.0M | 2.15% | −6,390−3.9% | Reduced |
| Third Avenue Management LLC | 146,136 | $14.1M | 1.90% | 00.0% | Unchanged |
| Royce & Associates LP | 146,032 | $14.1M | 0.11% | −453−0.3% | Reduced |
| Man Group plc | 145,061 | $14.0M | 0.05% | +4,947+3.5% | Added |
| Rhumbline Advisers | 144,261 | $14.0M | 0.02% | +285+0.2% | Added |
| HRT Financial LP | 137,675 | $13.3M | 0.08% | +137,675 | New |
| Millennium Management LLC | 133,961 | $13.0M | 0.02% | +119,481+825.1% | Added |
| Brandywine Global Investment Management, LLC | 125,291 | $12.1M | 0.09% | −10,029−7.4% | Reduced |
| Citadel Advisors LLC | 119,280 | $11.5M | 0.01% | +113,656+2,020.9% | Added |
| Mutual of America Capital Management LLC | 118,111 | $11.4M | 0.11% | −939−0.8% | Reduced |
| Tributary Capital Management, LLC | 113,662 | $11.0M | 0.85% | −1,919−1.7% | Reduced |
| Alliancebernstein L.P. | 105,653 | $10.2M | 0.00% | −1,933−1.8% | Reduced |
| SEI Investments Co | 103,198 | $9.98M | 0.02% | +20,839+25.3% | Added |
| Legal & General Group Plc | 101,680 | $9.83M | 0.00% | +981+1.0% | Added |
| Swiss National Bank | 101,400 | $9.81M | 0.01% | +900+0.9% | Added |
| Voya Investment Management LLC | 98,827 | $9.56M | 0.02% | +831+0.8% | Added |
| California Public Employees Retirement System | 98,402 | $9.52M | 0.01% | −622−0.6% | Reduced |
| American International Group, Inc. | 97,600 | $9.44M | 0.05% | −3,634−3.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 96,589 | $9.34M | 0.06% | −2,652−2.7% | Reduced |
| Russell Investments Group, Ltd. | 85,958 | $8.31M | 0.01% | −30,249−26.0% | Reduced |
| Eagle Asset Management Inc | 79,965 | $7.73M | 0.03% | −125,551−61.1% | Reduced |
| Deutsche Bank AG | 77,076 | $7.45M | 0.00% | −369,095−82.7% | Reduced |
| Barclays PLC | 76,104 | $7.36M | 0.01% | +773+1.0% | Added |
| New York State Teachers Retirement System | 74,550 | $7.21M | 0.02% | +6,165+9.0% | Added |
| Congress Asset Management Co | 72,664 | $7.03M | 0.05% | −2,022−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 69,981 | $6.77M | 0.01% | −578−0.8% | Reduced |
| Parametric Portfolio Associates LLC | 67,152 | $6.49M | 0.00% | −9,024−11.8% | Reduced |
| State of Tennessee, Treasury Department | 63,660 | $6.16M | 0.02% | −6,340−9.1% | Reduced |
| First Trust Advisors LP | 62,760 | $6.07M | 0.01% | −3,133−4.8% | Reduced |
| California State Teachers Retirement System | 61,255 | $5.92M | 0.01% | +871+1.4% | Added |
| Frontier Wealth Management LLC | 59,960 | $5.80M | 0.40% | 00.0% | Unchanged |
| Morgan Stanley | 59,582 | $5.76M | 0.00% | +16,574+38.5% | Added |
| UBS Asset Management Americas Inc | 55,850 | $5.40M | 0.00% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 55,716 | $5.39M | 0.02% | −925−1.6% | Reduced |
| Richard Bernstein Advisors LLC | 49,158 | $4.75M | 0.10% | +2,661+5.7% | Added |
| Credit Suisse AG | 45,165 | $4.37M | 0.00% | +5,084+12.7% | Added |
| Raymond James & Associates | 43,891 | $4.25M | 0.00% | −34,659−44.1% | Reduced |
| Walleye Capital LLC | 42,001 | $4.06M | 0.12% | +34,046+428.0% | Added |
| Financial Counselors Inc | 40,124 | $3.88M | 0.08% | −275−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 37,800 | $3.66M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 35,844 | $3.47M | 0.03% | −2,108−5.6% | Reduced |
| State Board of Administration of Florida Retirement System | 35,369 | $3.42M | 0.01% | −1,440−3.9% | Reduced |
| UBS Group AG | 34,119 | $3.30M | 0.00% | +8,517+33.3% | Added |
| GHP Investment Advisors, Inc. | 34,091 | $3.30M | 0.26% | +1,442+4.4% | Added |
| Envestnet Asset Management Inc | 32,755 | $3.17M | 0.00% | −1,147−3.4% | Reduced |
| Texas Permanent School Fund | 31,830 | $3.08M | 0.04% | −570−1.8% | Reduced |
| New York State Common Retirement Fund | 31,559 | $3.05M | 0.00% | −6,397−16.9% | Reduced |
| Guggenheim Capital LLC | 31,524 | $3.05M | 0.02% | −15,337−32.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,409 | $3.03M | 0.03% | −3,300−9.5% | Reduced |
| Commerce Bank | 29,662 | $2.87M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 29,483 | $2.85M | 0.01% | +3,917+15.3% | Added |
| Ergoteles LLC | 29,220 | $2.83M | 0.10% | +29,220 | New |
| DuPont Capital Management Corp | 29,038 | $2.81M | 0.09% | +29,038 | New |
| Amalgamated Bank | 28,615 | $2.77M | 0.02% | −3,444−10.7% | Reduced |
| Hancock Whitney Corp | 28,611 | $2.77M | 0.10% | +28,611 | New |
| Renaissance Technologies LLC | 27,800 | $2.69M | 0.00% | +27,800 | New |
| HYA Advisors, Inc | 26,215 | $2.63M | 1.06% | 00.0% | Unchanged |
| Citigroup Inc | 26,893 | $2.60M | 0.00% | −581−2.1% | Reduced |
| SG Americas Securities, LLC | 26,260 | $2.54M | 0.01% | +12,858+95.9% | Added |
| Martingale Asset Management L P | 26,052 | $2.52M | 0.03% | +711+2.8% | Added |
| Dean Investment Associates, LLC | 23,315 | $2.25M | 0.43% | −5,327−18.6% | Reduced |
| Ziegler Capital Management, LLC | 22,840 | $2.21M | 0.08% | +102+0.4% | Added |
| Keeley-Teton Advisors, LLC | 22,335 | $2.16M | 0.24% | −132−0.6% | Reduced |
| Meritage Portfolio Management | 22,336 | $2.16M | 0.13% | 00.0% | Unchanged |