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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q4 2021
Institutional positions in Umb Financial Corp as of Dec 31, 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
- 256
- +17 vs. Q3 2021
- Shares held
- 42.3M
- +1.22M (+3.0%) vs. Q3 2021
- Total value
- $4.49B
- +$515.7M (+13.0%) vs. Q3 2021
- New holders
- 33
- 92 more added
- Sold out
- 16
- 87 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 483 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 5,957,224 | $632.1M | 7.98% | +1,055,926+21.5% | Added |
| BlackRock Inc. | 5,147,539 | $546.2M | 0.01% | +106,975+2.1% | Added |
| Vanguard Group Inc | 4,300,446 | $456.3M | 0.01% | +78,731+1.9% | Added |
| State Street Corp | 2,046,696 | $217.9M | 0.01% | +157,980+8.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,692,690 | $179.6M | 0.20% | +1,692,690 | New |
| Victory Capital Management Inc | 1,659,231 | $176.1M | 0.16% | −11,488−0.7% | Reduced |
| Champlain Investment Partners, LLC | 1,398,105 | $148.4M | 0.67% | −3,020−0.2% | Reduced |
| American Century Companies Inc | 1,288,997 | $136.8M | 0.09% | −222,738−14.7% | Reduced |
| Wellington Management Group LLP | 1,114,213 | $118.2M | 0.02% | −142,032−11.3% | Reduced |
| Dimensional Fund Advisors LP | 1,050,928 | $111.5M | 0.03% | −54,186−4.9% | Reduced |
| Bank of New York Mellon Corp | 851,958 | $90.4M | 0.02% | −34,818−3.9% | Reduced |
| Northern Trust Corp | 836,297 | $88.7M | 0.01% | −13,810−1.6% | Reduced |
| Geode Capital Management, LLC | 801,488 | $85.0M | 0.01% | +27,972+3.6% | Added |
| Massachusetts Financial Services Co | 790,088 | $83.8M | 0.02% | −43,990−5.3% | Reduced |
| FMR LLC | 698,129 | $74.1M | 0.01% | +2,200+0.3% | Added |
| Boston Trust Walden Corp | 611,529 | $64.9M | 0.52% | +789+0.1% | Added |
| Ameriprise Financial Inc | 610,429 | $64.8M | 0.02% | −10,025−1.6% | Reduced |
| Brown Advisory Inc | 469,340 | $49.8M | 0.06% | −248,394−34.6% | Reduced |
| Nuance Investments, LLC | 445,987 | $47.3M | 0.83% | −20,119−4.3% | Reduced |
| Charles Schwab Investment Management Inc | 413,433 | $43.9M | 0.01% | +5,035+1.2% | Added |
| Global Alpha Capital Management Ltd. | 411,532 | $43.7M | 4.23% | +4,600+1.1% | Added |
| Norges Bank | 401,688 | $42.6M | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 392,069 | $41.6M | 0.05% | +258,108+192.7% | Added |
| Bank of America Corp | 390,080 | $41.4M | 0.00% | +35,872+10.1% | Added |
| JPMorgan Chase & Co | 373,118 | $39.6M | 0.00% | +10,497+2.9% | Added |
| Schonfeld Strategic Advisors LLC | 355,881 | $37.8M | 0.37% | −69,634−16.4% | Reduced |
| Eaton Vance Management | 305,374 | $32.4M | 0.04% | +9,370+3.2% | Added |
| AQR Capital Management LLC | 260,786 | $27.7M | 0.05% | −4,557−1.7% | Reduced |
| Fisher Asset Management, LLC | 229,035 | $24.3M | 0.01% | −2,958−1.3% | Reduced |
| ProShare Advisors LLC | 218,376 | $23.2M | 0.05% | −16,576−7.1% | Reduced |
| Principal Financial Group Inc | 212,890 | $22.6M | 0.01% | +11,008+5.5% | Added |
| Invesco Ltd. | 198,608 | $21.1M | 0.01% | +27,521+16.1% | Added |
| Chartwell Investment Partners, LLC | 186,070 | $19.7M | 0.57% | −3,712−2.0% | Reduced |
| UBS Group AG | 180,363 | $19.1M | 0.01% | +146,244+428.6% | Added |
| Gillson Capital LP | 173,041 | $18.4M | 1.20% | +8,802+5.4% | Added |
| Goldman Sachs Group Inc | 171,838 | $18.2M | 0.00% | +2,710+1.6% | Added |
| Nuveen Asset Management, LLC | 171,225 | $17.8M | 0.01% | −11,703−6.4% | Reduced |
| Man Group plc | 149,670 | $15.9M | 0.05% | +4,609+3.2% | Added |
| Rhumbline Advisers | 141,019 | $15.0M | 0.02% | −3,242−2.2% | Reduced |
| Hillcrest Asset Management LLC | 135,670 | $14.4M | 2.19% | −19,730−12.7% | Reduced |
| Royce & Associates LP | 134,756 | $14.3M | 0.11% | −11,276−7.7% | Reduced |
| Ergoteles LLC | 134,639 | $14.3M | 0.56% | +105,419+360.8% | Added |
| Third Avenue Management LLC | 129,469 | $13.7M | 1.81% | −16,667−11.4% | Reduced |
| Brandywine Global Investment Management, LLC | 125,291 | $13.3M | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 118,610 | $12.6M | 0.02% | +113,113+2,057.7% | Added |
| Mutual of America Capital Management LLC | 118,071 | $12.5M | 0.13% | −400.0% | Reduced |
| Barclays PLC | 114,341 | $12.1M | 0.01% | +38,237+50.2% | Added |
| First Trust Advisors LP | 112,162 | $11.9M | 0.01% | +49,402+78.7% | Added |
| Tributary Capital Management, LLC | 107,382 | $11.4M | 0.86% | −6,280−5.5% | Reduced |
| Legal & General Group Plc | 105,276 | $11.2M | 0.00% | +3,596+3.5% | Added |
| SEI Investments Co | 104,074 | $11.0M | 0.02% | +876+0.8% | Added |
| Alliancebernstein L.P. | 103,952 | $11.0M | 0.00% | −1,701−1.6% | Reduced |
| Swiss National Bank | 101,200 | $10.7M | 0.01% | −200−0.2% | Reduced |
| California Public Employees Retirement System | 98,622 | $10.5M | 0.01% | +220+0.2% | Added |
| Jacobs Levy Equity Management, Inc | 96,145 | $10.2M | 0.07% | −444−0.5% | Reduced |
| American International Group, Inc. | 95,599 | $10.1M | 0.05% | −2,001−2.1% | Reduced |
| Voya Investment Management LLC | 95,425 | $10.1M | 0.02% | −3,402−3.4% | Reduced |
| Wells Fargo & Company | 80,313 | $8.52M | 0.00% | −1,789,679−95.7% | Reduced |
| New York State Teachers Retirement System | 79,112 | $8.39M | 0.02% | +4,562+6.1% | Added |
| Deutsche Bank AG | 78,199 | $8.30M | 0.00% | +1,123+1.5% | Added |
| Eagle Asset Management Inc | 76,683 | $8.16M | 0.04% | −3,282−4.1% | Reduced |
| Congress Asset Management Co | 72,687 | $7.71M | 0.06% | +230.0% | Added |
| Manufacturers Life Insurance Company, The | 68,997 | $7.32M | 0.00% | −984−1.4% | Reduced |
| Morgan Stanley | 67,370 | $7.15M | 0.00% | +7,788+13.1% | Added |
| State of Tennessee, Treasury Department | 66,160 | $7.02M | 0.03% | +2,500+3.9% | Added |
| Parametric Portfolio Associates LLC | 63,411 | $6.73M | 0.00% | −3,741−5.6% | Reduced |
| California State Teachers Retirement System | 62,708 | $6.65M | 0.01% | +1,453+2.4% | Added |
| Jefferies Group LLC | 62,500 | $6.63M | 0.12% | +59,985+2,385.1% | Added |
| Frontier Wealth Management LLC | 59,960 | $6.36M | 0.42% | 00.0% | Unchanged |
| Citadel Advisors LLC | 58,532 | $6.21M | 0.01% | −60,748−50.9% | Reduced |
| Putnam Investments LLC | 57,619 | $6.11M | 0.01% | +57,619 | New |
| Retirement Systems of Alabama | 56,359 | $5.98M | 0.02% | +643+1.2% | Added |
| HRT Financial LP | 55,448 | $5.88M | 0.03% | −82,227−59.7% | Reduced |
| UBS Asset Management Americas Inc | 55,217 | $5.86M | 0.00% | −633−1.1% | Reduced |
| Squarepoint Ops LLC | 52,578 | $5.58M | 0.03% | +49,618+1,676.3% | Added |
| Richard Bernstein Advisors LLC | 49,158 | $5.22M | 0.10% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 47,710 | $5.06M | 0.52% | +47,710 | New |
| Old Mission Capital LLC | 46,721 | $4.96M | 0.24% | +46,721 | New |
| Allianz Asset Management GmbH | 45,189 | $4.79M | 0.00% | +41,946+1,293.4% | Added |
| Credit Suisse AG | 45,055 | $4.78M | 0.00% | −110−0.2% | Reduced |
| Raymond James & Associates | 43,990 | $4.67M | 0.00% | +99+0.2% | Added |
| Guggenheim Capital LLC | 42,046 | $4.46M | 0.02% | +10,522+33.4% | Added |
| Financial Counselors Inc | 39,888 | $4.23M | 0.09% | −236−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 38,050 | $4.04M | 0.29% | +3,959+11.6% | Added |
| MetLife Investment Management | 36,029 | $3.82M | 0.03% | +185+0.5% | Added |
| State Board of Administration of Florida Retirement System | 34,765 | $3.69M | 0.01% | −604−1.7% | Reduced |
| Envestnet Asset Management Inc | 34,404 | $3.65M | 0.00% | +1,649+5.0% | Added |
| ExodusPoint Capital Management, LP | 34,358 | $3.65M | 0.04% | +29,778+650.2% | Added |
| New York State Common Retirement Fund | 31,560 | $3.35M | 0.00% | +10.0% | Added |
| Texas Permanent School Fund | 31,023 | $3.29M | 0.04% | −807−2.5% | Reduced |
| Commerce Bank | 29,662 | $3.15M | 0.02% | 00.0% | Unchanged |
| Maven Securities LTD | 29,175 | $3.10M | 0.38% | +29,175 | New |
| Qube Research & Technologies Ltd | 28,900 | $3.07M | 0.02% | +28,900 | New |
| Hancock Whitney Corp | 28,795 | $3.06M | 0.10% | +184+0.6% | Added |
| Amalgamated Bank | 28,765 | $3.05M | 0.02% | +150+0.5% | Added |
| State of New Jersey Common Pension Fund D | 26,439 | $2.81M | 0.01% | −3,044−10.3% | Reduced |
| HYA Advisors, Inc | 26,215 | $2.78M | 1.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 25,427 | $2.70M | 0.29% | +3,092+13.8% | Added |
| Ensign Peak Advisors, Inc | 25,325 | $2.69M | 0.01% | −12,475−33.0% | Reduced |
| Russell Investments Group, Ltd. | 25,038 | $2.65M | 0.00% | −60,920−70.9% | Reduced |