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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $1.00K | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| TCI Wealth Advisors, Inc. | 24 | $2.00K | 0.00% | −35−59.3% | Reduced |
| Proequities, Inc. | 18 | $2.00K | 0.00% | −4−18.2% | Reduced |
| 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 |
| Massmutual Trust Co FSB | 19 | $2.00K | 0.00% | +19 | New |
| Berman Capital Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 22 | $2.00K | 0.00% | +22 | New |
| Delta Asset Management LLC | 30 | $3.00K | 0.00% | −20−40.0% | Reduced |
| IFP Advisors, Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 32 | $3.00K | 0.00% | +32 | New |
| Quadrant Capital Group LLC | 74 | $7.00K | 0.00% | −8−9.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 128 | $12.0K | 0.00% | −32−20.0% | Reduced |
| Lindbrook Capital, LLC | 122 | $12.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 165 | $16.0K | 0.00% | +102+161.9% | Added |
| FinTrust Capital Advisors, LLC | 181 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $18.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 179 | $18.0K | 0.01% | +90+101.1% | Added |
| Fifth Third Bancorp | 206 | $20.0K | 0.00% | +55+36.4% | Added |
| Geneos Wealth Management Inc. | 250 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 279 | $26.0K | 0.00% | −29−9.4% | Reduced |
| First Horizon Advisors, Inc. | 297 | $28.0K | 0.00% | −103−25.8% | Reduced |
| Signaturefd, LLC | 308 | $30.0K | 0.00% | +9+3.0% | Added |
| Captrust Financial Advisors | 366 | $36.0K | 0.00% | −1,829−83.3% | Reduced |
| Quantbot Technologies LP | 522 | $50.0K | 0.00% | +522 | New |
| Toronto Dominion Bank | 535 | $52.0K | 0.00% | −166−23.7% | Reduced |
| Ci Investments Inc. | 565 | $55.0K | 0.00% | +30+5.6% | Added |
| Parallel Advisors, LLC | 574 | $55.0K | 0.00% | +184+47.2% | Added |
| MBM Wealth Consultants, LLC | 608 | $59.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 755 | $73.0K | 0.00% | +755 | New |
| Meeder Asset Management Inc | 817 | $79.0K | 0.00% | +15+1.9% | Added |
| Heritage Wealth Management, LLC | 814 | $79.0K | 0.03% | +125+18.1% | Added |
| US Asset Management LLC | 1,289 | $125.0K | 0.12% | +1,289 | New |
| Advisor Group Holdings, Inc. | 1,352 | $131.0K | 0.00% | −225−14.3% | Reduced |
| Macquarie Group Ltd | 1,576 | $152.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 2,000 | $193.0K | 0.00% | +2,000 | New |
| Quadrature Capital Ltd | 2,119 | $205.0K | 0.01% | +2,119 | New |
| Franklin Resources Inc | 2,248 | $217.0K | 0.00% | +2,248 | New |
| Chicago Capital, LLC | 2,353 | $228.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,392 | $231.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 2,395 | $232.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,442 | $236.0K | 0.03% | +2,442 | New |
| Premier Asset Management LLC | 2,449 | $237.0K | 0.03% | −7,762−76.0% | Reduced |
| STRS Ohio | 2,500 | $241.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 2,515 | $243.2K | 0.01% | +2,515 | New |
| Mackenzie Financial Corp | 2,565 | $248.0K | 0.00% | +2,565 | New |
| Regions Financial Corp | 2,573 | $249.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,621 | $253.0K | 0.00% | −121−4.4% | Reduced |
| Acadian Asset Management LLC | 2,679 | $259.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,912 | $284.0K | 0.00% | −5,085−63.6% | Reduced |
| Squarepoint Ops LLC | 2,960 | $286.0K | 0.00% | +2,960 | New |
| Pictet Asset Management SA | 3,027 | $293.0K | 0.00% | +3,027 | New |
| Tower Research Capital LLC (TRC) | 3,156 | $305.0K | 0.01% | −17,330−84.6% | Reduced |
| Bailard, Inc. | 3,165 | $306.0K | 0.01% | −200−5.9% | Reduced |
| Pitcairn Co | 3,210 | $310.0K | 0.02% | −41−1.3% | Reduced |
| Allianz Asset Management GmbH | 3,243 | $314.0K | 0.00% | −2,260−41.1% | Reduced |
| Kornitzer Capital Management Inc | 3,330 | $322.0K | 0.00% | −800−19.4% | Reduced |
| LPL Financial LLC | 3,546 | $343.0K | 0.00% | +1,183+50.1% | Added |
| Crossmark Global Holdings, Inc. | 3,820 | $369.0K | 0.01% | −190−4.7% | Reduced |
| Securian Asset Management, Inc | 3,859 | $373.0K | 0.01% | −120−3.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,871 | $374.0K | 0.00% | −7,976−67.3% | Reduced |
| Winton Group Ltd | 3,909 | $378.0K | 0.02% | −1,859−32.2% | Reduced |
| Janney Montgomery Scott LLC | 3,919 | $379.0K | 0.00% | −2,487−38.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $387.0K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 4,074 | $394.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,122 | $399.0K | 0.00% | +550+15.4% | Added |
| Profund Advisors LLC | 4,147 | $401.0K | 0.01% | −3,222−43.7% | Reduced |
| AlphaCrest Capital Management LLC | 4,217 | $408.0K | 0.02% | −8,871−67.8% | Reduced |
| BKD Wealth Advisors, LLC | 4,325 | $418.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,320 | $418.0K | 0.04% | +8+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,392 | $425.0K | 0.00% | +4,392 | New |
| Papp L Roy & Associates | 4,485 | $434.0K | 0.06% | −300−6.3% | Reduced |
| ExodusPoint Capital Management, LP | 4,580 | $443.0K | 0.01% | +4,580 | New |
| The PNC Financial Services Group, Inc. | 4,655 | $449.0K | 0.00% | +50+1.1% | Added |
| Country Club Trust Company, n.a. | 4,769 | $470.0K | 0.04% | +534+12.6% | Added |
| IndexIQ Advisors LLC | 4,869 | $471.0K | 0.02% | +487+11.1% | Added |
| Dean Capital Management | 4,974 | $481.0K | 0.44% | −1,120−18.4% | Reduced |
| Verition Fund Management LLC | 5,001 | $484.0K | 0.01% | +699+16.2% | Added |
| Susquehanna International Group, LLP | 5,497 | $532.0K | 0.00% | −14,382−72.3% | Reduced |
| Pacer Advisors, Inc. | 5,695 | $551.0K | 0.01% | +1,120+24.5% | Added |
| Tandem Investment Advisors, Inc. | 5,953 | $576.0K | 0.05% | +208+3.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,039 | $584.0K | 0.00% | −726−10.7% | Reduced |
| Jane Street Group, LLC | 6,087 | $589.0K | 0.00% | −10,413−63.1% | Reduced |
| Bank of Nova Scotia | 6,114 | $591.0K | 0.00% | +6,114 | New |
| Teachers Retirement System of the State of Kentucky | 6,292 | $608.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 6,474 | $626.0K | 0.01% | −422−6.1% | Reduced |
| Bank of Montreal | 6,500 | $644.0K | 0.00% | +221+3.5% | Added |
| Public Employees Retirement Association of Colorado | 6,702 | $648.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,740 | $651.0K | 0.01% | −12−0.2% | Reduced |
| AGF Investments LLC | 6,756 | $653.0K | 0.06% | +6,756 | New |
| Atwood & Palmer Inc | 6,894 | $667.0K | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,108 | $687.0K | 0.01% | −133−1.8% | Reduced |
| Kavar Capital Partners Group, LLC | 7,102 | $687.0K | 0.16% | +7,102 | New |
| First Midwest Bank Trust Division | 7,141 | $691.0K | 0.10% | −1,650−18.8% | Reduced |
| Diversified Trust Co | 7,175 | $694.0K | 0.02% | +825+13.0% | Added |
| Federated Hermes, Inc. | 7,314 | $707.0K | 0.00% | −2,373−24.5% | Reduced |