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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 2,559 | $272.0K | 0.00% | −14−0.5% | Reduced |
| Franklin Resources Inc | 2,534 | $269.0K | 0.00% | +286+12.7% | Added |
| Pictet Asset Management SA | 2,526 | $268.0K | 0.00% | −501−16.6% | Reduced |
| Amundi | 2,392 | $264.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 2,395 | $254.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,274 | $241.0K | 0.00% | −3,765−62.3% | Reduced |
| Alpha Paradigm Partners, LLC | 2,142 | $227.0K | 0.09% | +2,142 | New |
| Fifth Lane Capital, LP | 2,044 | $217.0K | 0.13% | +2,044 | 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 |
| Ellenbecker Investment Group | 1,965 | $208.0K | 0.06% | +1,965 | New |
| JD Financial Services Inc. | 1,882 | $200.0K | 0.16% | +1,882 | New |
| DuPont Capital Management Corp | 1,876 | $199.0K | 0.01% | −27,162−93.5% | Reduced |
| Pinebridge Investments, L.P. | 1,400 | $149.0K | 0.00% | +1,400 | New |
| Macquarie Group Ltd | 1,345 | $143.0K | 0.00% | −231−14.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,341 | $142.0K | 0.00% | −11−0.8% | Reduced |
| USA Financial Portformulas Corp | 845 | $90.0K | 0.08% | +845 | New |
| Rockefeller Capital Management L.P. | 755 | $80.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 663 | $71.0K | 0.00% | +297+81.1% | Added |
| Parallel Advisors, LLC | 642 | $68.0K | 0.00% | +68+11.8% | Added |
| MBM Wealth Consultants, LLC | 608 | $65.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 587 | $62.0K | 0.00% | +22+3.9% | Added |
| Lazard Asset Management LLC | 515 | $54.0K | 0.00% | +236+84.6% | Added |
| Aquatic Capital Management LLC | 500 | $53.0K | 0.10% | +500 | New |
| Signaturefd, LLC | 299 | $32.0K | 0.00% | −9−2.9% | Reduced |
| First Horizon Advisors, Inc. | 297 | $31.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harvest Fund Management Co., Ltd | 197 | $21.0K | 0.00% | +197 | New |
| Private Capital Group, LLC | 186 | $20.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 181 | $19.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 122 | $13.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $11.0K | 0.00% | +100 | New |
| Quent Capital, LLC | 82 | $9.00K | 0.00% | +82 | New |
| Fifth Third Bancorp | 72 | $8.00K | 0.00% | −134−65.0% | Reduced |
| Covestor Ltd | 79 | $8.00K | 0.01% | +79 | New |
| Quadrant Capital Group LLC | 64 | $7.00K | 0.00% | −10−13.5% | Reduced |
| Manchester Capital Management LLC | 49 | $5.00K | 0.00% | +34+226.7% | Added |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 5 | $531 | 0.00% | +5 | New |
| Johnson Financial Group, Inc. | 4 | $0 | 0.00% | −4−50.0% | Reduced |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |