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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 23,288 | $2.47M | 0.00% | +11,793+102.6% | Added |
| Yousif Capital Management, LLC | 23,005 | $2.44M | 0.03% | +23,005 | New |
| BNP Paribas Arbitrage, SA | 22,807 | $2.42M | 0.01% | +11,250+97.3% | Added |
| Rafferty Asset Management, LLC | 22,546 | $2.39M | 0.01% | +3,465+18.2% | Added |
| Meritage Portfolio Management | 22,336 | $2.37M | 0.13% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 22,000 | $2.33M | 0.00% | +22,000 | New |
| Great West Life Assurance Co | 21,855 | $2.31M | 0.00% | +1,539+7.6% | Added |
| Federation des caisses Desjardins du Quebec | 21,809 | $2.31M | 0.02% | −9,600−30.6% | Reduced |
| Public Employees Retirement System of Ohio | 19,735 | $2.09M | 0.01% | −25−0.1% | Reduced |
| Price T Rowe Associates Inc | 19,675 | $2.09M | 0.00% | −738−3.6% | Reduced |
| Isthmus Partners, LLC | 18,862 | $2.00M | 0.34% | +135+0.7% | Added |
| Balyasny Asset Management LLC | 18,843 | $2.00M | 0.01% | +18,843 | New |
| Comerica Bank | 19,563 | $1.99M | 0.01% | −55−0.3% | Reduced |
| Jennison Associates LLC | 18,429 | $1.96M | 0.00% | −401−2.1% | Reduced |
| Metropolitan Life Insurance Co | 18,025 | $1.91M | 0.03% | −656−3.5% | Reduced |
| First National Bank of Omaha | 17,856 | $1.89M | 0.09% | +887+5.2% | Added |
| Ziegler Capital Management, LLC | 17,351 | $1.84M | 0.07% | −5,489−24.0% | Reduced |
| US Bancorp | 16,872 | $1.79M | 0.00% | −224−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 17,675 | $1.74M | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 16,378 | $1.74M | 0.02% | +1,000+6.5% | Added |
| Keybank National Association | 16,145 | $1.71M | 0.01% | −330−2.0% | Reduced |
| Janus Henderson Group PLC | 15,965 | $1.69M | 0.00% | +5,638+54.6% | Added |
| Paragon Capital Management LLC | 15,778 | $1.67M | 0.84% | 00.0% | Unchanged |
| Citigroup Inc | 15,451 | $1.64M | 0.00% | −11,442−42.5% | Reduced |
| Walleye Capital LLC | 15,027 | $1.59M | 0.05% | −26,974−64.2% | Reduced |
| Creative Planning | 14,904 | $1.58M | 0.00% | +1,529+11.4% | Added |
| Ameritas Investment Partners, Inc. | 14,832 | $1.57M | 0.05% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 14,682 | $1.56M | 0.27% | −8,633−37.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,270 | $1.51M | 0.02% | +54+0.4% | Added |
| Oregon Public Employees Retirement Fund | 13,901 | $1.48M | 0.02% | −500−3.5% | Reduced |
| VELA Investment Management, LLC | 13,778 | $1.46M | 0.98% | +13,778 | New |
| Arizona State Retirement System | 12,362 | $1.31M | 0.01% | −139−1.1% | Reduced |
| Toronto Dominion Bank | 11,800 | $1.25M | 0.00% | +11,265+2,105.6% | Added |
| Martingale Asset Management L P | 11,754 | $1.25M | 0.02% | −14,298−54.9% | Reduced |
| Mariner, LLC | 11,663 | $1.24M | 0.01% | −23−0.2% | Reduced |
| AMG National Trust Bank | 11,574 | $1.23M | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 11,469 | $1.22M | 0.07% | +7,560+193.4% | Added |
| Thrivent Financial for Lutherans | 11,348 | $1.20M | 0.00% | +101+0.9% | Added |
| Louisiana State Employees Retirement System | 11,100 | $1.18M | 0.03% | +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 |
| State of Michigan Retirement System | 10,898 | $1.16M | 0.01% | +100+0.9% | Added |
| KBC Group NV | 10,029 | $1.06M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,011 | $1.06M | 0.01% | −16,249−61.9% | Reduced |
| Farmers & Merchants Investments Inc | 10,000 | $1.06M | 0.04% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 9,700 | $1.03M | 0.01% | +800+9.0% | Added |
| Bank of Nova Scotia | 9,472 | $1.00M | 0.00% | +3,358+54.9% | Added |
| Gator Capital Management, LLC | 9,300 | $987.0K | 0.71% | +9,300 | New |
| Handelsbanken Fonder AB | 9,230 | $979.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,169 | $973.0K | 0.00% | −919−9.1% | Reduced |
| New Mexico Educational Retirement Board | 9,000 | $955.0K | 0.03% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 8,969 | $952.0K | 0.04% | +4,752+112.7% | Added |
| Teacher Retirement System of Texas | 8,835 | $937.0K | 0.00% | +1,490+20.3% | Added |
| Two Sigma Advisers, LP | 8,700 | $923.0K | 0.00% | −3,500−28.7% | Reduced |
| Prudential Financial Inc | 8,085 | $827.0K | 0.00% | −11,363−58.4% | Reduced |
| AE Wealth Management LLC | 7,726 | $820.0K | 0.01% | +216+2.9% | Added |
| AGF Investments LLC | 7,722 | $819.0K | 0.07% | +966+14.3% | Added |
| Pathstone Family Office, LLC | 7,573 | $806.0K | 0.02% | −34−0.4% | Reduced |
| Diversified Trust Co | 7,175 | $761.0K | 0.03% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 7,141 | $758.0K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,135 | $757.0K | 0.01% | +27+0.4% | Added |
| Kavar Capital Partners Group, LLC | 7,102 | $754.0K | 0.16% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 7,002 | $742.0K | 0.00% | +4,323+161.4% | Added |
| Atwood & Palmer Inc | 6,894 | $732.0K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,702 | $711.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 6,478 | $687.0K | 0.01% | +4+0.1% | Added |
| Federated Hermes, Inc. | 6,446 | $684.0K | 0.00% | −868−11.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,292 | $668.0K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,230 | $661.0K | 0.01% | −510−7.6% | Reduced |
| Tandem Investment Advisors, Inc. | 6,004 | $637.0K | 0.04% | +51+0.9% | Added |
| D. E. Shaw & Co., Inc. | 5,975 | $634.0K | 0.00% | −3,025−33.6% | Reduced |
| Pacer Advisors, Inc. | 5,818 | $617.0K | 0.01% | +123+2.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,765 | $612.0K | 0.00% | +1,373+31.3% | Added |
| Janney Montgomery Scott LLC | 5,509 | $585.0K | 0.00% | +1,590+40.6% | Added |
| Engineers Gate Manager LP | 5,320 | $565.0K | 0.03% | +5,320 | New |
| The PNC Financial Services Group, Inc. | 5,032 | $535.0K | 0.00% | +377+8.1% | Added |
| Country Club Trust Company, n.a. | 4,675 | $497.0K | 0.04% | −94−2.0% | Reduced |
| IndexIQ Advisors LLC | 4,574 | $485.0K | 0.02% | −295−6.1% | Reduced |
| Papp L Roy & Associates | 4,485 | $476.0K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 4,463 | $474.0K | 0.00% | −3,961−47.0% | Reduced |
| Financial Advisory Service, Inc. | 4,429 | $470.0K | 0.04% | +109+2.5% | Added |
| BKD Wealth Advisors, LLC | 4,325 | $459.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,307 | $457.0K | 0.01% | +160+3.9% | Added |
| Alps Advisors Inc | 4,176 | $443.0K | 0.00% | +54+1.3% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $424.0K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 3,917 | $416.0K | 0.01% | −157−3.9% | Reduced |
| Jane Street Group, LLC | 3,888 | $413.0K | 0.00% | −2,199−36.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 3,871 | $411.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,859 | $409.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 3,800 | $403.0K | 0.00% | +1,300+52.0% | Added |
| LPL Financial LLC | 3,635 | $386.0K | 0.00% | +89+2.5% | Added |
| HighTower Advisors, LLC | 3,447 | $366.0K | 0.00% | +3,447 | New |
| HSBC Holdings PLC | 3,440 | $365.0K | 0.00% | +528+18.1% | Added |
| Crossmark Global Holdings, Inc. | 3,410 | $362.0K | 0.01% | −410−10.7% | Reduced |
| Agf Investments Inc. | 3,366 | $357.0K | 0.00% | +1,366+68.3% | Added |
| Confluence Wealth Services, Inc. | 3,300 | $350.0K | 0.11% | +3,300 | New |
| Kornitzer Capital Management Inc | 3,230 | $343.0K | 0.01% | −100−3.0% | Reduced |
| CTC Capital Management, LLC | 3,200 | $340.0K | 2.62% | +3,200 | New |
| Pitcairn Co | 3,179 | $337.0K | 0.02% | −31−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 2,624 | $278.0K | 0.00% | +3+0.1% | Added |