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 |
|---|---|---|---|---|---|
| Comerica Bank | 19,618 | $2.03M | 0.01% | −4,330−18.1% | Reduced |
| Great West Life Assurance Co | 20,316 | $1.98M | 0.00% | +20,316 | New |
| Price T Rowe Associates Inc | 20,413 | $1.97M | 0.00% | +50+0.2% | Added |
| Public Employees Retirement System of Ohio | 19,760 | $1.91M | 0.01% | −15−0.1% | Reduced |
| Rafferty Asset Management, LLC | 19,081 | $1.84M | 0.01% | −14,615−43.4% | Reduced |
| Jennison Associates LLC | 18,830 | $1.82M | 0.00% | −4,735−20.1% | Reduced |
| Isthmus Partners, LLC | 18,727 | $1.81M | 0.33% | +152+0.8% | Added |
| Metropolitan Life Insurance Co | 18,681 | $1.81M | 0.03% | −487−2.5% | Reduced |
| Prudential Financial Inc | 19,448 | $1.75M | 0.00% | +4,130+27.0% | Added |
| Nisa Investment Advisors, LLC | 17,675 | $1.71M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 17,096 | $1.65M | 0.00% | −585−3.3% | Reduced |
| First National Bank of Omaha | 16,969 | $1.64M | 0.08% | −1,117−6.2% | Reduced |
| Keybank National Association | 16,475 | $1.59M | 0.01% | −425−2.5% | Reduced |
| Paragon Capital Management LLC | 15,778 | $1.53M | 0.80% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 15,378 | $1.49M | 0.02% | +7,262+89.5% | Added |
| Ameritas Investment Partners, Inc. | 14,832 | $1.43M | 0.05% | −353−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 14,401 | $1.39M | 0.02% | −432−2.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,216 | $1.38M | 0.02% | −268−1.9% | Reduced |
| Creative Planning | 13,375 | $1.29M | 0.00% | +21+0.2% | Added |
| Jackson Creek Investment Advisors LLC | 13,118 | $1.27M | 0.47% | +114+0.9% | Added |
| Arizona State Retirement System | 12,501 | $1.21M | 0.01% | +104+0.8% | Added |
| Two Sigma Advisers, LP | 12,200 | $1.18M | 0.00% | −5,800−32.2% | Reduced |
| Mariner, LLC | 11,686 | $1.13M | 0.01% | +353+3.1% | Added |
| AMG National Trust Bank | 11,574 | $1.12M | 0.04% | −677−5.5% | Reduced |
| BNP Paribas Arbitrage, SA | 11,557 | $1.12M | 0.00% | +461+4.2% | Added |
| Royal Bank of Canada | 11,495 | $1.11M | 0.00% | −3,400−22.8% | Reduced |
| Thrivent Financial for Lutherans | 11,247 | $1.09M | 0.00% | −295−2.6% | Reduced |
| Louisiana State Employees Retirement System | 11,000 | $1.06M | 0.03% | −300−2.7% | Reduced |
| State of Michigan Retirement System | 10,798 | $1.04M | 0.01% | −200−1.8% | Reduced |
| Janus Henderson Group PLC | 10,327 | $999.0K | 0.00% | +5,736+124.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,088 | $976.0K | 0.00% | +10.0% | Added |
| KBC Group NV | 10,029 | $970.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10,000 | $967.0K | 0.04% | −856−7.9% | Reduced |
| Handelsbanken Fonder AB | 9,230 | $893.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Virginia Retirement Systems Et Al | 8,900 | $861.0K | 0.01% | −5,000−36.0% | Reduced |
| Truist Financial Corp | 8,424 | $814.0K | 0.00% | −2,398−22.2% | Reduced |
| Pathstone Family Office, LLC | 7,607 | $738.0K | 0.02% | +1,451+23.6% | Added |
| AE Wealth Management LLC | 7,510 | $726.0K | 0.01% | −107−1.4% | Reduced |
| Teacher Retirement System of Texas | 7,345 | $710.0K | 0.00% | +1,298+21.5% | Added |
| Federated Hermes, Inc. | 7,314 | $707.0K | 0.00% | −2,373−24.5% | Reduced |
| Diversified Trust Co | 7,175 | $694.0K | 0.02% | +825+13.0% | Added |
| First Midwest Bank Trust Division | 7,141 | $691.0K | 0.10% | −1,650−18.8% | Reduced |
| 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 |
| Atwood & Palmer Inc | 6,894 | $667.0K | 0.06% | 00.0% | Unchanged |
| AGF Investments LLC | 6,756 | $653.0K | 0.06% | +6,756 | New |
| State of Alaska, Department of Revenue | 6,740 | $651.0K | 0.01% | −12−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,702 | $648.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 6,500 | $644.0K | 0.00% | +221+3.5% | Added |
| Xponance, Inc. | 6,474 | $626.0K | 0.01% | −422−6.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,292 | $608.0K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 6,114 | $591.0K | 0.00% | +6,114 | New |
| Jane Street Group, LLC | 6,087 | $589.0K | 0.00% | −10,413−63.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,039 | $584.0K | 0.00% | −726−10.7% | Reduced |
| Tandem Investment Advisors, Inc. | 5,953 | $576.0K | 0.05% | +208+3.6% | Added |
| Pacer Advisors, Inc. | 5,695 | $551.0K | 0.01% | +1,120+24.5% | Added |
| Susquehanna International Group, LLP | 5,497 | $532.0K | 0.00% | −14,382−72.3% | Reduced |
| Verition Fund Management LLC | 5,001 | $484.0K | 0.01% | +699+16.2% | Added |
| Dean Capital Management | 4,974 | $481.0K | 0.44% | −1,120−18.4% | Reduced |
| IndexIQ Advisors LLC | 4,869 | $471.0K | 0.02% | +487+11.1% | Added |
| Country Club Trust Company, n.a. | 4,769 | $470.0K | 0.04% | +534+12.6% | Added |
| The PNC Financial Services Group, Inc. | 4,655 | $449.0K | 0.00% | +50+1.1% | Added |
| ExodusPoint Capital Management, LP | 4,580 | $443.0K | 0.01% | +4,580 | New |
| Papp L Roy & Associates | 4,485 | $434.0K | 0.06% | −300−6.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,392 | $425.0K | 0.00% | +4,392 | New |
| 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 |
| AlphaCrest Capital Management LLC | 4,217 | $408.0K | 0.02% | −8,871−67.8% | Reduced |
| Profund Advisors LLC | 4,147 | $401.0K | 0.01% | −3,222−43.7% | Reduced |
| Alps Advisors Inc | 4,122 | $399.0K | 0.00% | +550+15.4% | Added |
| Central Trust Co | 4,074 | $394.0K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $387.0K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,919 | $379.0K | 0.00% | −2,487−38.8% | Reduced |
| Winton Group Ltd | 3,909 | $378.0K | 0.02% | −1,859−32.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,871 | $374.0K | 0.00% | −7,976−67.3% | Reduced |
| Securian Asset Management, Inc | 3,859 | $373.0K | 0.01% | −120−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 3,820 | $369.0K | 0.01% | −190−4.7% | Reduced |
| LPL Financial LLC | 3,546 | $343.0K | 0.00% | +1,183+50.1% | Added |
| Kornitzer Capital Management Inc | 3,330 | $322.0K | 0.00% | −800−19.4% | Reduced |
| Allianz Asset Management GmbH | 3,243 | $314.0K | 0.00% | −2,260−41.1% | Reduced |
| Pitcairn Co | 3,210 | $310.0K | 0.02% | −41−1.3% | Reduced |
| Bailard, Inc. | 3,165 | $306.0K | 0.01% | −200−5.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,156 | $305.0K | 0.01% | −17,330−84.6% | Reduced |
| Pictet Asset Management SA | 3,027 | $293.0K | 0.00% | +3,027 | New |
| Squarepoint Ops LLC | 2,960 | $286.0K | 0.00% | +2,960 | New |
| HSBC Holdings PLC | 2,912 | $284.0K | 0.00% | −5,085−63.6% | Reduced |
| Acadian Asset Management LLC | 2,679 | $259.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,621 | $253.0K | 0.00% | −121−4.4% | Reduced |
| Regions Financial Corp | 2,573 | $249.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,565 | $248.0K | 0.00% | +2,565 | New |
| Jefferies Group LLC | 2,515 | $243.2K | 0.01% | +2,515 | New |
| STRS Ohio | 2,500 | $241.0K | 0.00% | 00.0% | Unchanged |
| Premier Asset Management LLC | 2,449 | $237.0K | 0.03% | −7,762−76.0% | Reduced |
| CWM Advisors, LLC | 2,442 | $236.0K | 0.03% | +2,442 | New |
| Shelton Capital Management | 2,395 | $232.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,392 | $231.0K | 0.00% | 00.0% | Unchanged |
| Chicago Capital, LLC | 2,353 | $228.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,248 | $217.0K | 0.00% | +2,248 | New |