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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 2,119 | $205.0K | 0.01% | +2,119 | New |
| Agf Investments Inc. | 2,000 | $193.0K | 0.00% | +2,000 | New |
| Macquarie Group Ltd | 1,576 | $152.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,352 | $131.0K | 0.00% | −225−14.3% | Reduced |
| US Asset Management LLC | 1,289 | $125.0K | 0.12% | +1,289 | 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 |
| Rockefeller Capital Management L.P. | 755 | $73.0K | 0.00% | +755 | New |
| MBM Wealth Consultants, LLC | 608 | $59.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 565 | $55.0K | 0.00% | +30+5.6% | Added |
| Parallel Advisors, LLC | 574 | $55.0K | 0.00% | +184+47.2% | Added |
| Toronto Dominion Bank | 535 | $52.0K | 0.00% | −166−23.7% | Reduced |
| Quantbot Technologies LP | 522 | $50.0K | 0.00% | +522 | New |
| Captrust Financial Advisors | 366 | $36.0K | 0.00% | −1,829−83.3% | Reduced |
| Signaturefd, LLC | 308 | $30.0K | 0.00% | +9+3.0% | Added |
| First Horizon Advisors, Inc. | 297 | $28.0K | 0.00% | −103−25.8% | Reduced |
| Lazard Asset Management LLC | 279 | $26.0K | 0.00% | −29−9.4% | Reduced |
| Geneos Wealth Management Inc. | 250 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 206 | $20.0K | 0.00% | +55+36.4% | 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 |
| O'Shaughnessy Asset Management, LLC | 165 | $16.0K | 0.00% | +102+161.9% | Added |
| 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 |
| Quadrant Capital Group LLC | 74 | $7.00K | 0.00% | −8−9.8% | Reduced |
| 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 |
| 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 |
| 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 |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |