Umb Financial Corp

UMBF

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000101382

SEC filings (opens in a new tab)

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

Q4 2021 vs. Q3 2021

How the institutions holding Umb Financial Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of UMBF: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	241	2	256	+17
Shares	41.1M	835	42.3M	+1.22M (+3.0%)
Value	$3.97B	$81.0K	$4.49B	+$515.7M (+13.0%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Umb Financial Corp at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to UMBF in Q4 2021
Institution	Shares	Value	% of portfolio
Allspring Global Investments Holdings, LLC	1,692,690	$179.6M	0.20%
Putnam Investments LLC	57,619	$6.11M	0.01%
Mirabella Financial Services LLP	47,710	$5.06M	0.52%
Old Mission Capital LLC	46,721	$4.96M	0.24%
Maven Securities LTD	29,175	$3.10M	0.38%
Qube Research & Technologies Ltd	28,900	$3.07M	0.02%
Yousif Capital Management, LLC	23,005	$2.44M	0.03%
Canada Pension Plan Investment Board	22,000	$2.33M	0.00%
Balyasny Asset Management LLC	18,843	$2.00M	0.01%
VELA Investment Management, LLC	13,778	$1.46M	0.98%
Gator Capital Management, LLC	9,300	$987.0K	0.71%
Engineers Gate Manager LP	5,320	$565.0K	0.03%
HighTower Advisors, LLC	3,447	$366.0K	0.00%
Confluence Wealth Services, Inc.	3,300	$350.0K	0.11%
CTC Capital Management, LLC	3,200	$340.0K	2.62%
Alpha Paradigm Partners, LLC	2,142	$227.0K	0.09%
Fifth Lane Capital, LP	2,044	$217.0K	0.13%
Cim Investment Mangement Inc	1,976	$210.0K	0.06%
Gsa Capital Partners LLP	1,979	$210.0K	0.03%
Ellenbecker Investment Group	1,965	$208.0K	0.06%
JD Financial Services Inc.	1,882	$200.0K	0.16%
Pinebridge Investments, L.P.	1,400	$149.0K	0.00%
USA Financial Portformulas Corp	845	$90.0K	0.08%
Aquatic Capital Management LLC	500	$53.0K	0.10%
Fortitude Advisory Group L.L.C.	245	$26.0K	0.01%
Harvest Fund Management Co., Ltd	197	$21.0K	0.00%
Concord Wealth Partners	100	$11.0K	0.00%
Quent Capital, LLC	82	$9.00K	0.00%
Covestor Ltd	79	$8.00K	0.01%
Delos Wealth Advisors, LLC	24	$3.00K	0.00%
JFS Wealth Advisors, LLC	15	$2.00K	0.00%
Schubert & Co	8	$1.00K	0.00%
Sutton Wealth Advisors Inc.	5	$531	0.00%

Sold out (16)

Institutions that held Umb Financial Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of UMBF in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Deprince Race & Zollo Inc	160,646	$15.5M
Renaissance Technologies LLC	27,800	$2.69M
Jackson Creek Investment Advisors LLC	13,118	$1.27M
Verition Fund Management LLC	5,001	$484.0K
Dean Capital Management	4,974	$481.0K
Bailard, Inc.	3,165	$306.0K
Premier Asset Management LLC	2,449	$237.0K
Chicago Capital, LLC	2,353	$228.0K
Quadrature Capital Ltd	2,119	$205.0K
US Asset Management LLC	1,289	$125.0K
Meeder Asset Management Inc	817	$79.0K
Quantbot Technologies LP	522	$50.0K
Liberty Wealth Management LLC	179	$18.0K
O'Shaughnessy Asset Management, LLC	165	$16.0K
Meridian Wealth Partners, LLC	32	$3.00K
Denali Advisors LLC	23	$2.00K

Not filed for Q4 2021 yet (2)

Institutions that held Umb Financial Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMBF in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Heritage Wealth Management, LLC	814	$79.0K
Berman Capital Advisors, LLC	21	$2.00K