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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 95,599 | $10.1M | 0.05% | −2,001−2.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 96,145 | $10.2M | 0.07% | −444−0.5% | Reduced |
| California Public Employees Retirement System | 98,622 | $10.5M | 0.01% | +220+0.2% | Added |
| Swiss National Bank | 101,200 | $10.7M | 0.01% | −200−0.2% | Reduced |
| Alliancebernstein L.P. | 103,952 | $11.0M | 0.00% | −1,701−1.6% | Reduced |
| SEI Investments Co | 104,074 | $11.0M | 0.02% | +876+0.8% | Added |
| Legal & General Group Plc | 105,276 | $11.2M | 0.00% | +3,596+3.5% | Added |
| Tributary Capital Management, LLC | 107,382 | $11.4M | 0.86% | −6,280−5.5% | Reduced |
| First Trust Advisors LP | 112,162 | $11.9M | 0.01% | +49,402+78.7% | Added |
| Barclays PLC | 114,341 | $12.1M | 0.01% | +38,237+50.2% | Added |
| Mutual of America Capital Management LLC | 118,071 | $12.5M | 0.13% | −400.0% | Reduced |
| Susquehanna International Group, LLP | 118,610 | $12.6M | 0.02% | +113,113+2,057.7% | Added |
| Brandywine Global Investment Management, LLC | 125,291 | $13.3M | 0.09% | 00.0% | Unchanged |
| Third Avenue Management LLC | 129,469 | $13.7M | 1.81% | −16,667−11.4% | Reduced |
| Ergoteles LLC | 134,639 | $14.3M | 0.56% | +105,419+360.8% | Added |
| Royce & Associates LP | 134,756 | $14.3M | 0.11% | −11,276−7.7% | Reduced |
| Hillcrest Asset Management LLC | 135,670 | $14.4M | 2.19% | −19,730−12.7% | Reduced |
| Rhumbline Advisers | 141,019 | $15.0M | 0.02% | −3,242−2.2% | Reduced |
| Man Group plc | 149,670 | $15.9M | 0.05% | +4,609+3.2% | Added |
| Nuveen Asset Management, LLC | 171,225 | $17.8M | 0.01% | −11,703−6.4% | Reduced |
| Goldman Sachs Group Inc | 171,838 | $18.2M | 0.00% | +2,710+1.6% | Added |
| Gillson Capital LP | 173,041 | $18.4M | 1.20% | +8,802+5.4% | Added |
| UBS Group AG | 180,363 | $19.1M | 0.01% | +146,244+428.6% | Added |
| Chartwell Investment Partners, LLC | 186,070 | $19.7M | 0.57% | −3,712−2.0% | Reduced |
| Invesco Ltd. | 198,608 | $21.1M | 0.01% | +27,521+16.1% | Added |
| Principal Financial Group Inc | 212,890 | $22.6M | 0.01% | +11,008+5.5% | Added |
| ProShare Advisors LLC | 218,376 | $23.2M | 0.05% | −16,576−7.1% | Reduced |
| Fisher Asset Management, LLC | 229,035 | $24.3M | 0.01% | −2,958−1.3% | Reduced |
| AQR Capital Management LLC | 260,786 | $27.7M | 0.05% | −4,557−1.7% | Reduced |
| Eaton Vance Management | 305,374 | $32.4M | 0.04% | +9,370+3.2% | Added |
| Schonfeld Strategic Advisors LLC | 355,881 | $37.8M | 0.37% | −69,634−16.4% | Reduced |
| JPMorgan Chase & Co | 373,118 | $39.6M | 0.00% | +10,497+2.9% | Added |
| Bank of America Corp | 390,080 | $41.4M | 0.00% | +35,872+10.1% | Added |
| Millennium Management LLC | 392,069 | $41.6M | 0.05% | +258,108+192.7% | Added |
| Norges Bank | 401,688 | $42.6M | 0.01% | 00.0% | Unchanged |
| Global Alpha Capital Management Ltd. | 411,532 | $43.7M | 4.23% | +4,600+1.1% | Added |
| Charles Schwab Investment Management Inc | 413,433 | $43.9M | 0.01% | +5,035+1.2% | Added |
| Nuance Investments, LLC | 445,987 | $47.3M | 0.83% | −20,119−4.3% | Reduced |
| Brown Advisory Inc | 469,340 | $49.8M | 0.06% | −248,394−34.6% | Reduced |
| Ameriprise Financial Inc | 610,429 | $64.8M | 0.02% | −10,025−1.6% | Reduced |
| Boston Trust Walden Corp | 611,529 | $64.9M | 0.52% | +789+0.1% | Added |
| FMR LLC | 698,129 | $74.1M | 0.01% | +2,200+0.3% | Added |
| Massachusetts Financial Services Co | 790,088 | $83.8M | 0.02% | −43,990−5.3% | Reduced |
| Geode Capital Management, LLC | 801,488 | $85.0M | 0.01% | +27,972+3.6% | Added |
| Northern Trust Corp | 836,297 | $88.7M | 0.01% | −13,810−1.6% | Reduced |
| Bank of New York Mellon Corp | 851,958 | $90.4M | 0.02% | −34,818−3.9% | Reduced |
| Dimensional Fund Advisors LP | 1,050,928 | $111.5M | 0.03% | −54,186−4.9% | Reduced |
| Wellington Management Group LLP | 1,114,213 | $118.2M | 0.02% | −142,032−11.3% | Reduced |
| American Century Companies Inc | 1,288,997 | $136.8M | 0.09% | −222,738−14.7% | Reduced |
| Champlain Investment Partners, LLC | 1,398,105 | $148.4M | 0.67% | −3,020−0.2% | Reduced |
| Victory Capital Management Inc | 1,659,231 | $176.1M | 0.16% | −11,488−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,692,690 | $179.6M | 0.20% | +1,692,690 | New |
| State Street Corp | 2,046,696 | $217.9M | 0.01% | +157,980+8.4% | Added |
| Vanguard Group Inc | 4,300,446 | $456.3M | 0.01% | +78,731+1.9% | Added |
| BlackRock Inc. | 5,147,539 | $546.2M | 0.01% | +106,975+2.1% | Added |
| Umb Bank N A | 5,957,224 | $632.1M | 7.98% | +1,055,926+21.5% | Added |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −160,646−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −13,118−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,001−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −4,974−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,165−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −1,289−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −817−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |