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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 7,345 | $710.0K | 0.00% | +1,298+21.5% | Added |
| AE Wealth Management LLC | 7,510 | $726.0K | 0.01% | −107−1.4% | Reduced |
| Pathstone Family Office, LLC | 7,607 | $738.0K | 0.02% | +1,451+23.6% | Added |
| Truist Financial Corp | 8,424 | $814.0K | 0.00% | −2,398−22.2% | Reduced |
| Virginia Retirement Systems Et Al | 8,900 | $861.0K | 0.01% | −5,000−36.0% | Reduced |
| New Mexico Educational Retirement Board | 9,000 | $870.0K | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 9,000 | $870.0K | 0.00% | +3,879+75.7% | Added |
| Handelsbanken Fonder AB | 9,230 | $893.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10,000 | $967.0K | 0.04% | −856−7.9% | Reduced |
| KBC Group NV | 10,029 | $970.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,088 | $976.0K | 0.00% | +10.0% | Added |
| Janus Henderson Group PLC | 10,327 | $999.0K | 0.00% | +5,736+124.9% | Added |
| State of Michigan Retirement System | 10,798 | $1.04M | 0.01% | −200−1.8% | Reduced |
| Louisiana State Employees Retirement System | 11,000 | $1.06M | 0.03% | −300−2.7% | Reduced |
| Thrivent Financial for Lutherans | 11,247 | $1.09M | 0.00% | −295−2.6% | Reduced |
| Royal Bank of Canada | 11,495 | $1.11M | 0.00% | −3,400−22.8% | Reduced |
| BNP Paribas Arbitrage, SA | 11,557 | $1.12M | 0.00% | +461+4.2% | Added |
| AMG National Trust Bank | 11,574 | $1.12M | 0.04% | −677−5.5% | Reduced |
| Mariner, LLC | 11,686 | $1.13M | 0.01% | +353+3.1% | Added |
| Two Sigma Advisers, LP | 12,200 | $1.18M | 0.00% | −5,800−32.2% | Reduced |
| Arizona State Retirement System | 12,501 | $1.21M | 0.01% | +104+0.8% | Added |
| Jackson Creek Investment Advisors LLC | 13,118 | $1.27M | 0.47% | +114+0.9% | Added |
| Creative Planning | 13,375 | $1.29M | 0.00% | +21+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,216 | $1.38M | 0.02% | −268−1.9% | Reduced |
| Oregon Public Employees Retirement Fund | 14,401 | $1.39M | 0.02% | −432−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 14,832 | $1.43M | 0.05% | −353−2.3% | Reduced |
| Cubist Systematic Strategies, LLC | 15,378 | $1.49M | 0.02% | +7,262+89.5% | Added |
| Paragon Capital Management LLC | 15,778 | $1.53M | 0.80% | 00.0% | Unchanged |
| Keybank National Association | 16,475 | $1.59M | 0.01% | −425−2.5% | Reduced |
| First National Bank of Omaha | 16,969 | $1.64M | 0.08% | −1,117−6.2% | Reduced |
| US Bancorp | 17,096 | $1.65M | 0.00% | −585−3.3% | Reduced |
| Nisa Investment Advisors, LLC | 17,675 | $1.71M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 19,448 | $1.75M | 0.00% | +4,130+27.0% | Added |
| Metropolitan Life Insurance Co | 18,681 | $1.81M | 0.03% | −487−2.5% | Reduced |
| Isthmus Partners, LLC | 18,727 | $1.81M | 0.33% | +152+0.8% | Added |
| Jennison Associates LLC | 18,830 | $1.82M | 0.00% | −4,735−20.1% | Reduced |
| Rafferty Asset Management, LLC | 19,081 | $1.84M | 0.01% | −14,615−43.4% | Reduced |
| Public Employees Retirement System of Ohio | 19,760 | $1.91M | 0.01% | −15−0.1% | Reduced |
| Price T Rowe Associates Inc | 20,413 | $1.97M | 0.00% | +50+0.2% | Added |
| Great West Life Assurance Co | 20,316 | $1.98M | 0.00% | +20,316 | New |
| Comerica Bank | 19,618 | $2.03M | 0.01% | −4,330−18.1% | Reduced |
| 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 |
| Ziegler Capital Management, LLC | 22,840 | $2.21M | 0.08% | +102+0.4% | Added |
| Dean Investment Associates, LLC | 23,315 | $2.25M | 0.43% | −5,327−18.6% | Reduced |
| Martingale Asset Management L P | 26,052 | $2.52M | 0.03% | +711+2.8% | Added |
| SG Americas Securities, LLC | 26,260 | $2.54M | 0.01% | +12,858+95.9% | Added |
| Citigroup Inc | 26,893 | $2.60M | 0.00% | −581−2.1% | Reduced |
| HYA Advisors, Inc | 26,215 | $2.63M | 1.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 27,800 | $2.69M | 0.00% | +27,800 | 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 |
| DuPont Capital Management Corp | 29,038 | $2.81M | 0.09% | +29,038 | New |
| Ergoteles LLC | 29,220 | $2.83M | 0.10% | +29,220 | New |
| State of New Jersey Common Pension Fund D | 29,483 | $2.85M | 0.01% | +3,917+15.3% | Added |
| Commerce Bank | 29,662 | $2.87M | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 31,409 | $3.03M | 0.03% | −3,300−9.5% | Reduced |
| Guggenheim Capital LLC | 31,524 | $3.05M | 0.02% | −15,337−32.7% | Reduced |
| New York State Common Retirement Fund | 31,559 | $3.05M | 0.00% | −6,397−16.9% | Reduced |
| Texas Permanent School Fund | 31,830 | $3.08M | 0.04% | −570−1.8% | Reduced |
| Envestnet Asset Management Inc | 32,755 | $3.17M | 0.00% | −1,147−3.4% | Reduced |
| GHP Investment Advisors, Inc. | 34,091 | $3.30M | 0.26% | +1,442+4.4% | Added |
| UBS Group AG | 34,119 | $3.30M | 0.00% | +8,517+33.3% | Added |
| State Board of Administration of Florida Retirement System | 35,369 | $3.42M | 0.01% | −1,440−3.9% | Reduced |
| MetLife Investment Management | 35,844 | $3.47M | 0.03% | −2,108−5.6% | Reduced |
| Ensign Peak Advisors, Inc | 37,800 | $3.66M | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 40,124 | $3.88M | 0.08% | −275−0.7% | Reduced |
| Walleye Capital LLC | 42,001 | $4.06M | 0.12% | +34,046+428.0% | Added |
| Raymond James & Associates | 43,891 | $4.25M | 0.00% | −34,659−44.1% | Reduced |
| Credit Suisse AG | 45,165 | $4.37M | 0.00% | +5,084+12.7% | Added |
| Richard Bernstein Advisors LLC | 49,158 | $4.75M | 0.10% | +2,661+5.7% | Added |
| Retirement Systems of Alabama | 55,716 | $5.39M | 0.02% | −925−1.6% | Reduced |
| UBS Asset Management Americas Inc | 55,850 | $5.40M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 59,582 | $5.76M | 0.00% | +16,574+38.5% | Added |
| Frontier Wealth Management LLC | 59,960 | $5.80M | 0.40% | 00.0% | Unchanged |
| California State Teachers Retirement System | 61,255 | $5.92M | 0.01% | +871+1.4% | Added |
| First Trust Advisors LP | 62,760 | $6.07M | 0.01% | −3,133−4.8% | Reduced |
| State of Tennessee, Treasury Department | 63,660 | $6.16M | 0.02% | −6,340−9.1% | Reduced |
| Parametric Portfolio Associates LLC | 67,152 | $6.49M | 0.00% | −9,024−11.8% | Reduced |
| Manufacturers Life Insurance Company, The | 69,981 | $6.77M | 0.01% | −578−0.8% | Reduced |
| Congress Asset Management Co | 72,664 | $7.03M | 0.05% | −2,022−2.7% | Reduced |
| New York State Teachers Retirement System | 74,550 | $7.21M | 0.02% | +6,165+9.0% | Added |
| Barclays PLC | 76,104 | $7.36M | 0.01% | +773+1.0% | Added |
| Deutsche Bank AG | 77,076 | $7.45M | 0.00% | −369,095−82.7% | Reduced |
| Eagle Asset Management Inc | 79,965 | $7.73M | 0.03% | −125,551−61.1% | Reduced |
| Russell Investments Group, Ltd. | 85,958 | $8.31M | 0.01% | −30,249−26.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 96,589 | $9.34M | 0.06% | −2,652−2.7% | Reduced |
| American International Group, Inc. | 97,600 | $9.44M | 0.05% | −3,634−3.6% | Reduced |
| California Public Employees Retirement System | 98,402 | $9.52M | 0.01% | −622−0.6% | Reduced |
| Voya Investment Management LLC | 98,827 | $9.56M | 0.02% | +831+0.8% | Added |
| Swiss National Bank | 101,400 | $9.81M | 0.01% | +900+0.9% | Added |
| Legal & General Group Plc | 101,680 | $9.83M | 0.00% | +981+1.0% | Added |
| SEI Investments Co | 103,198 | $9.98M | 0.02% | +20,839+25.3% | Added |
| Alliancebernstein L.P. | 105,653 | $10.2M | 0.00% | −1,933−1.8% | Reduced |
| Tributary Capital Management, LLC | 113,662 | $11.0M | 0.85% | −1,919−1.7% | Reduced |
| Mutual of America Capital Management LLC | 118,111 | $11.4M | 0.11% | −939−0.8% | Reduced |
| Citadel Advisors LLC | 119,280 | $11.5M | 0.01% | +113,656+2,020.9% | Added |
| Brandywine Global Investment Management, LLC | 125,291 | $12.1M | 0.09% | −10,029−7.4% | Reduced |
| Millennium Management LLC | 133,961 | $13.0M | 0.02% | +119,481+825.1% | Added |
| HRT Financial LP | 137,675 | $13.3M | 0.08% | +137,675 | New |