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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 7,726 | $820.0K | 0.01% | +216+2.9% | Added |
| Prudential Financial Inc | 8,085 | $827.0K | 0.00% | −11,363−58.4% | Reduced |
| Two Sigma Advisers, LP | 8,700 | $923.0K | 0.00% | −3,500−28.7% | Reduced |
| Teacher Retirement System of Texas | 8,835 | $937.0K | 0.00% | +1,490+20.3% | Added |
| AlphaCrest Capital Management LLC | 8,969 | $952.0K | 0.04% | +4,752+112.7% | Added |
| New Mexico Educational Retirement Board | 9,000 | $955.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,169 | $973.0K | 0.00% | −919−9.1% | Reduced |
| Handelsbanken Fonder AB | 9,230 | $979.0K | 0.00% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 9,300 | $987.0K | 0.71% | +9,300 | New |
| Bank of Nova Scotia | 9,472 | $1.00M | 0.00% | +3,358+54.9% | Added |
| Virginia Retirement Systems Et Al | 9,700 | $1.03M | 0.01% | +800+9.0% | Added |
| Farmers & Merchants Investments Inc | 10,000 | $1.06M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,011 | $1.06M | 0.01% | −16,249−61.9% | Reduced |
| KBC Group NV | 10,029 | $1.06M | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 10,898 | $1.16M | 0.01% | +100+0.9% | Added |
| Bank of Montreal | 10,750 | $1.16M | 0.00% | +4,250+65.4% | Added |
| Tower Research Capital LLC (TRC) | 10,952 | $1.16M | 0.02% | +7,796+247.0% | Added |
| Louisiana State Employees Retirement System | 11,100 | $1.18M | 0.03% | +100+0.9% | Added |
| Thrivent Financial for Lutherans | 11,348 | $1.20M | 0.00% | +101+0.9% | Added |
| Winton Group Ltd | 11,469 | $1.22M | 0.07% | +7,560+193.4% | Added |
| AMG National Trust Bank | 11,574 | $1.23M | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 11,663 | $1.24M | 0.01% | −23−0.2% | Reduced |
| Martingale Asset Management L P | 11,754 | $1.25M | 0.02% | −14,298−54.9% | Reduced |
| Toronto Dominion Bank | 11,800 | $1.25M | 0.00% | +11,265+2,105.6% | Added |
| Arizona State Retirement System | 12,362 | $1.31M | 0.01% | −139−1.1% | Reduced |
| VELA Investment Management, LLC | 13,778 | $1.46M | 0.98% | +13,778 | New |
| Oregon Public Employees Retirement Fund | 13,901 | $1.48M | 0.02% | −500−3.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,270 | $1.51M | 0.02% | +54+0.4% | Added |
| Dean Investment Associates, LLC | 14,682 | $1.56M | 0.27% | −8,633−37.0% | Reduced |
| Ameritas Investment Partners, Inc. | 14,832 | $1.57M | 0.05% | 00.0% | Unchanged |
| Creative Planning | 14,904 | $1.58M | 0.00% | +1,529+11.4% | Added |
| Walleye Capital LLC | 15,027 | $1.59M | 0.05% | −26,974−64.2% | Reduced |
| Citigroup Inc | 15,451 | $1.64M | 0.00% | −11,442−42.5% | Reduced |
| Paragon Capital Management LLC | 15,778 | $1.67M | 0.84% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 15,965 | $1.69M | 0.00% | +5,638+54.6% | Added |
| Keybank National Association | 16,145 | $1.71M | 0.01% | −330−2.0% | Reduced |
| Cubist Systematic Strategies, LLC | 16,378 | $1.74M | 0.02% | +1,000+6.5% | Added |
| Nisa Investment Advisors, LLC | 17,675 | $1.74M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 16,872 | $1.79M | 0.00% | −224−1.3% | Reduced |
| Ziegler Capital Management, LLC | 17,351 | $1.84M | 0.07% | −5,489−24.0% | Reduced |
| First National Bank of Omaha | 17,856 | $1.89M | 0.09% | +887+5.2% | Added |
| Metropolitan Life Insurance Co | 18,025 | $1.91M | 0.03% | −656−3.5% | Reduced |
| Jennison Associates LLC | 18,429 | $1.96M | 0.00% | −401−2.1% | Reduced |
| Comerica Bank | 19,563 | $1.99M | 0.01% | −55−0.3% | Reduced |
| Balyasny Asset Management LLC | 18,843 | $2.00M | 0.01% | +18,843 | New |
| Isthmus Partners, LLC | 18,862 | $2.00M | 0.34% | +135+0.7% | Added |
| Price T Rowe Associates Inc | 19,675 | $2.09M | 0.00% | −738−3.6% | Reduced |
| Public Employees Retirement System of Ohio | 19,735 | $2.09M | 0.01% | −25−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,809 | $2.31M | 0.02% | −9,600−30.6% | Reduced |
| Great West Life Assurance Co | 21,855 | $2.31M | 0.00% | +1,539+7.6% | Added |
| Canada Pension Plan Investment Board | 22,000 | $2.33M | 0.00% | +22,000 | New |
| Meritage Portfolio Management | 22,336 | $2.37M | 0.13% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 22,546 | $2.39M | 0.01% | +3,465+18.2% | Added |
| BNP Paribas Arbitrage, SA | 22,807 | $2.42M | 0.01% | +11,250+97.3% | Added |
| Yousif Capital Management, LLC | 23,005 | $2.44M | 0.03% | +23,005 | New |
| Royal Bank of Canada | 23,288 | $2.47M | 0.00% | +11,793+102.6% | Added |
| Russell Investments Group, Ltd. | 25,038 | $2.65M | 0.00% | −60,920−70.9% | Reduced |
| Ensign Peak Advisors, Inc | 25,325 | $2.69M | 0.01% | −12,475−33.0% | Reduced |
| Keeley-Teton Advisors, LLC | 25,427 | $2.70M | 0.29% | +3,092+13.8% | Added |
| HYA Advisors, Inc | 26,215 | $2.78M | 1.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 26,439 | $2.81M | 0.01% | −3,044−10.3% | Reduced |
| Amalgamated Bank | 28,765 | $3.05M | 0.02% | +150+0.5% | Added |
| Hancock Whitney Corp | 28,795 | $3.06M | 0.10% | +184+0.6% | Added |
| Qube Research & Technologies Ltd | 28,900 | $3.07M | 0.02% | +28,900 | New |
| Maven Securities LTD | 29,175 | $3.10M | 0.38% | +29,175 | New |
| Commerce Bank | 29,662 | $3.15M | 0.02% | 00.0% | Unchanged |
| Texas Permanent School Fund | 31,023 | $3.29M | 0.04% | −807−2.5% | Reduced |
| New York State Common Retirement Fund | 31,560 | $3.35M | 0.00% | +10.0% | Added |
| ExodusPoint Capital Management, LP | 34,358 | $3.65M | 0.04% | +29,778+650.2% | Added |
| Envestnet Asset Management Inc | 34,404 | $3.65M | 0.00% | +1,649+5.0% | Added |
| State Board of Administration of Florida Retirement System | 34,765 | $3.69M | 0.01% | −604−1.7% | Reduced |
| MetLife Investment Management | 36,029 | $3.82M | 0.03% | +185+0.5% | Added |
| GHP Investment Advisors, Inc. | 38,050 | $4.04M | 0.29% | +3,959+11.6% | Added |
| Financial Counselors Inc | 39,888 | $4.23M | 0.09% | −236−0.6% | Reduced |
| Guggenheim Capital LLC | 42,046 | $4.46M | 0.02% | +10,522+33.4% | Added |
| Raymond James & Associates | 43,990 | $4.67M | 0.00% | +99+0.2% | Added |
| Credit Suisse AG | 45,055 | $4.78M | 0.00% | −110−0.2% | Reduced |
| Allianz Asset Management GmbH | 45,189 | $4.79M | 0.00% | +41,946+1,293.4% | Added |
| Old Mission Capital LLC | 46,721 | $4.96M | 0.24% | +46,721 | New |
| Mirabella Financial Services LLP | 47,710 | $5.06M | 0.52% | +47,710 | New |
| Richard Bernstein Advisors LLC | 49,158 | $5.22M | 0.10% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 52,578 | $5.58M | 0.03% | +49,618+1,676.3% | Added |
| UBS Asset Management Americas Inc | 55,217 | $5.86M | 0.00% | −633−1.1% | Reduced |
| HRT Financial LP | 55,448 | $5.88M | 0.03% | −82,227−59.7% | Reduced |
| Retirement Systems of Alabama | 56,359 | $5.98M | 0.02% | +643+1.2% | Added |
| Putnam Investments LLC | 57,619 | $6.11M | 0.01% | +57,619 | New |
| Citadel Advisors LLC | 58,532 | $6.21M | 0.01% | −60,748−50.9% | Reduced |
| Frontier Wealth Management LLC | 59,960 | $6.36M | 0.42% | 00.0% | Unchanged |
| Jefferies Group LLC | 62,500 | $6.63M | 0.12% | +59,985+2,385.1% | Added |
| California State Teachers Retirement System | 62,708 | $6.65M | 0.01% | +1,453+2.4% | Added |
| Parametric Portfolio Associates LLC | 63,411 | $6.73M | 0.00% | −3,741−5.6% | Reduced |
| State of Tennessee, Treasury Department | 66,160 | $7.02M | 0.03% | +2,500+3.9% | Added |
| Morgan Stanley | 67,370 | $7.15M | 0.00% | +7,788+13.1% | Added |
| Manufacturers Life Insurance Company, The | 68,997 | $7.32M | 0.00% | −984−1.4% | Reduced |
| Congress Asset Management Co | 72,687 | $7.71M | 0.06% | +230.0% | Added |
| Eagle Asset Management Inc | 76,683 | $8.16M | 0.04% | −3,282−4.1% | Reduced |
| Deutsche Bank AG | 78,199 | $8.30M | 0.00% | +1,123+1.5% | Added |
| New York State Teachers Retirement System | 79,112 | $8.39M | 0.02% | +4,562+6.1% | Added |
| Wells Fargo & Company | 80,313 | $8.52M | 0.00% | −1,789,679−95.7% | Reduced |
| Voya Investment Management LLC | 95,425 | $10.1M | 0.02% | −3,402−3.4% | Reduced |