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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 144,261 | $14.0M | 0.02% | +285+0.2% | Added |
| Man Group plc | 145,061 | $14.0M | 0.05% | +4,947+3.5% | Added |
| Royce & Associates LP | 146,032 | $14.1M | 0.11% | −453−0.3% | Reduced |
| Third Avenue Management LLC | 146,136 | $14.1M | 1.90% | 00.0% | Unchanged |
| Hillcrest Asset Management LLC | 155,400 | $15.0M | 2.15% | −6,390−3.9% | Reduced |
| Deprince Race & Zollo Inc | 160,646 | $15.5M | 0.42% | −44,194−21.6% | Reduced |
| Gillson Capital LP | 164,239 | $15.9M | 1.16% | +99,136+152.3% | Added |
| Goldman Sachs Group Inc | 169,128 | $16.4M | 0.00% | +8,848+5.5% | Added |
| Nuveen Asset Management, LLC | 182,928 | $16.5M | 0.01% | −8,120−4.3% | Reduced |
| Invesco Ltd. | 171,087 | $16.5M | 0.00% | +43,965+34.6% | Added |
| Chartwell Investment Partners, LLC | 189,782 | $18.4M | 0.57% | −25,688−11.9% | Reduced |
| Principal Financial Group Inc | 201,882 | $19.5M | 0.01% | −2,460−1.2% | Reduced |
| Fisher Asset Management, LLC | 231,993 | $22.4M | 0.01% | −10,792−4.4% | Reduced |
| ProShare Advisors LLC | 234,952 | $22.7M | 0.06% | −93,260−28.4% | Reduced |
| AQR Capital Management LLC | 265,343 | $25.7M | 0.05% | +24,595+10.2% | Added |
| Eaton Vance Management | 296,004 | $28.6M | 0.04% | +295,719+103,761.1% | Added |
| Bank of America Corp | 354,208 | $34.3M | 0.00% | +46,461+15.1% | Added |
| JPMorgan Chase & Co | 362,621 | $35.1M | 0.00% | −416−0.1% | Reduced |
| Norges Bank | 401,688 | $38.8M | 0.01% | −22,721−5.4% | Reduced |
| Global Alpha Capital Management Ltd. | 406,932 | $39.4M | 4.37% | −3,900−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 408,398 | $39.5M | 0.01% | −1,143−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 425,515 | $41.2M | 0.47% | +76,104+21.8% | Added |
| Nuance Investments, LLC | 466,106 | $45.1M | 0.83% | +3,648+0.8% | Added |
| Boston Trust Walden Corp | 610,740 | $59.1M | 0.52% | +2,237+0.4% | Added |
| Ameriprise Financial Inc | 620,454 | $60.0M | 0.02% | −37,096−5.6% | Reduced |
| FMR LLC | 695,929 | $67.3M | 0.01% | −34,890−4.8% | Reduced |
| Brown Advisory Inc | 717,734 | $69.4M | 0.10% | −114,597−13.8% | Reduced |
| Geode Capital Management, LLC | 773,516 | $74.8M | 0.01% | −50,170−6.1% | Reduced |
| Massachusetts Financial Services Co | 834,078 | $80.7M | 0.02% | −37,433−4.3% | Reduced |
| Northern Trust Corp | 850,107 | $82.2M | 0.01% | −29,246−3.3% | Reduced |
| Bank of New York Mellon Corp | 886,776 | $85.8M | 0.02% | +17,138+2.0% | Added |
| Dimensional Fund Advisors LP | 1,105,114 | $106.9M | 0.03% | −816−0.1% | Reduced |
| Wellington Management Group LLP | 1,256,245 | $121.5M | 0.02% | +311,179+32.9% | Added |
| Champlain Investment Partners, LLC | 1,401,125 | $135.5M | 0.65% | +26,075+1.9% | Added |
| American Century Companies Inc | 1,511,735 | $146.2M | 0.10% | +24,019+1.6% | Added |
| Victory Capital Management Inc | 1,670,719 | $161.6M | 0.16% | −10,052−0.6% | Reduced |
| Wells Fargo & Company | 1,869,992 | $180.8M | 0.04% | −25,304−1.3% | Reduced |
| State Street Corp | 1,888,716 | $183.4M | 0.01% | −251,554−11.8% | Reduced |
| Vanguard Group Inc | 4,221,715 | $408.3M | 0.01% | −329,747−7.2% | Reduced |
| Umb Bank N A | 4,901,298 | $474.0M | 10.66% | −16,039−0.3% | Reduced |
| BlackRock Inc. | 5,040,564 | $487.5M | 0.01% | −97,453−1.9% | Reduced |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −9,234−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −9,225−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −6,460−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −5,822−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Investment House LLC | 0 | $0 | 0.00% | −4,072−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −4,026−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,652−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −2,482−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −763−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Quantitative Value Technologies, LLC | – | – | – | – | Not filed |