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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 4 | $0 | 0.00% | −4−50.0% | Reduced |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5 | $531 | 0.00% | +5 | New |
| Delta Asset Management LLC | 10 | $1.00K | 0.00% | −20−66.7% | Reduced |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $1.00K | 0.00% | +8 | New |
| Proequities, Inc. | 19 | $2.00K | 0.00% | +1+5.6% | Added |
| Massmutual Trust Co FSB | 19 | $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 |
| Bell Investment Advisors, Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $2.00K | 0.00% | +15 | New |
| IFP Advisors, Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Manchester Capital Management LLC | 49 | $5.00K | 0.00% | +34+226.7% | Added |
| Quadrant Capital Group LLC | 64 | $7.00K | 0.00% | −10−13.5% | Reduced |
| Fifth Third Bancorp | 72 | $8.00K | 0.00% | −134−65.0% | Reduced |
| Covestor Ltd | 79 | $8.00K | 0.01% | +79 | New |
| Quent Capital, LLC | 82 | $9.00K | 0.00% | +82 | New |
| Concord Wealth Partners | 100 | $11.0K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 122 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 181 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 197 | $21.0K | 0.00% | +197 | New |
| Geneos Wealth Management Inc. | 250 | $26.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 245 | $26.0K | 0.01% | +245 | New |
| First Horizon Advisors, Inc. | 297 | $31.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 299 | $32.0K | 0.00% | −9−2.9% | Reduced |
| Aquatic Capital Management LLC | 500 | $53.0K | 0.10% | +500 | New |
| Lazard Asset Management LLC | 515 | $54.0K | 0.00% | +236+84.6% | Added |
| Ci Investments Inc. | 587 | $62.0K | 0.00% | +22+3.9% | Added |
| MBM Wealth Consultants, LLC | 608 | $65.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 642 | $68.0K | 0.00% | +68+11.8% | Added |
| Captrust Financial Advisors | 663 | $71.0K | 0.00% | +297+81.1% | Added |
| Rockefeller Capital Management L.P. | 755 | $80.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 845 | $90.0K | 0.08% | +845 | New |
| Advisor Group Holdings, Inc. | 1,341 | $142.0K | 0.00% | −11−0.8% | Reduced |
| Macquarie Group Ltd | 1,345 | $143.0K | 0.00% | −231−14.7% | Reduced |
| Pinebridge Investments, L.P. | 1,400 | $149.0K | 0.00% | +1,400 | New |
| DuPont Capital Management Corp | 1,876 | $199.0K | 0.01% | −27,162−93.5% | Reduced |
| JD Financial Services Inc. | 1,882 | $200.0K | 0.16% | +1,882 | New |
| Ellenbecker Investment Group | 1,965 | $208.0K | 0.06% | +1,965 | New |
| Cim Investment Mangement Inc | 1,976 | $210.0K | 0.06% | +1,976 | New |
| Gsa Capital Partners LLP | 1,979 | $210.0K | 0.03% | +1,979 | New |
| Fifth Lane Capital, LP | 2,044 | $217.0K | 0.13% | +2,044 | New |
| Alpha Paradigm Partners, LLC | 2,142 | $227.0K | 0.09% | +2,142 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,274 | $241.0K | 0.00% | −3,765−62.3% | Reduced |
| Mackenzie Financial Corp | 2,350 | $249.0K | 0.00% | −215−8.4% | Reduced |
| CWM Advisors, LLC | 2,343 | $249.0K | 0.03% | −99−4.1% | Reduced |
| Shelton Capital Management | 2,395 | $254.0K | 0.01% | 00.0% | Unchanged |
| Amundi | 2,392 | $264.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,526 | $268.0K | 0.00% | −501−16.6% | Reduced |
| Franklin Resources Inc | 2,534 | $269.0K | 0.00% | +286+12.7% | Added |
| Regions Financial Corp | 2,559 | $272.0K | 0.00% | −14−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 2,624 | $278.0K | 0.00% | +3+0.1% | Added |
| Pitcairn Co | 3,179 | $337.0K | 0.02% | −31−1.0% | Reduced |
| CTC Capital Management, LLC | 3,200 | $340.0K | 2.62% | +3,200 | New |
| Kornitzer Capital Management Inc | 3,230 | $343.0K | 0.01% | −100−3.0% | Reduced |
| Confluence Wealth Services, Inc. | 3,300 | $350.0K | 0.11% | +3,300 | New |
| Agf Investments Inc. | 3,366 | $357.0K | 0.00% | +1,366+68.3% | Added |
| Crossmark Global Holdings, Inc. | 3,410 | $362.0K | 0.01% | −410−10.7% | Reduced |
| HSBC Holdings PLC | 3,440 | $365.0K | 0.00% | +528+18.1% | Added |
| HighTower Advisors, LLC | 3,447 | $366.0K | 0.00% | +3,447 | New |
| LPL Financial LLC | 3,635 | $386.0K | 0.00% | +89+2.5% | Added |
| STRS Ohio | 3,800 | $403.0K | 0.00% | +1,300+52.0% | Added |
| Securian Asset Management, Inc | 3,859 | $409.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,871 | $411.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,888 | $413.0K | 0.00% | −2,199−36.1% | Reduced |
| Central Trust Co | 3,917 | $416.0K | 0.01% | −157−3.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $424.0K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,176 | $443.0K | 0.00% | +54+1.3% | Added |
| Profund Advisors LLC | 4,307 | $457.0K | 0.01% | +160+3.9% | Added |
| BKD Wealth Advisors, LLC | 4,325 | $459.0K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,429 | $470.0K | 0.04% | +109+2.5% | Added |
| Truist Financial Corp | 4,463 | $474.0K | 0.00% | −3,961−47.0% | Reduced |
| Papp L Roy & Associates | 4,485 | $476.0K | 0.05% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 4,574 | $485.0K | 0.02% | −295−6.1% | Reduced |
| Country Club Trust Company, n.a. | 4,675 | $497.0K | 0.04% | −94−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 5,032 | $535.0K | 0.00% | +377+8.1% | Added |
| Engineers Gate Manager LP | 5,320 | $565.0K | 0.03% | +5,320 | New |
| Janney Montgomery Scott LLC | 5,509 | $585.0K | 0.00% | +1,590+40.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,765 | $612.0K | 0.00% | +1,373+31.3% | Added |
| Pacer Advisors, Inc. | 5,818 | $617.0K | 0.01% | +123+2.2% | Added |
| D. E. Shaw & Co., Inc. | 5,975 | $634.0K | 0.00% | −3,025−33.6% | Reduced |
| Tandem Investment Advisors, Inc. | 6,004 | $637.0K | 0.04% | +51+0.9% | Added |
| State of Alaska, Department of Revenue | 6,230 | $661.0K | 0.01% | −510−7.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,292 | $668.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,446 | $684.0K | 0.00% | −868−11.9% | Reduced |
| Xponance, Inc. | 6,478 | $687.0K | 0.01% | +4+0.1% | Added |
| Public Employees Retirement Association of Colorado | 6,702 | $711.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 6,894 | $732.0K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,002 | $742.0K | 0.00% | +4,323+161.4% | Added |
| Kavar Capital Partners Group, LLC | 7,102 | $754.0K | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,135 | $757.0K | 0.01% | +27+0.4% | Added |
| First Midwest Bank Trust Division | 7,141 | $758.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 7,175 | $761.0K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 7,573 | $806.0K | 0.02% | −34−0.4% | Reduced |
| AGF Investments LLC | 7,722 | $819.0K | 0.07% | +966+14.3% | Added |