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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q1 2022
Institutional positions in Umb Financial Corp as of Mar 31, 2022. 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
- 253
- +3 vs. Q4 2021
- Shares held
- 42.7M
- +581.0K (+1.4%) vs. Q4 2021
- Total value
- $4.14B
- −$328.4M (−7.3%) vs. Q4 2021
- New holders
- 32
- 82 more added
- Sold out
- 29
- 102 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 483 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 5,820,669 | $565.5M | 7.48% | −136,555−2.3% | Reduced |
| BlackRock Inc. | 5,164,237 | $501.8M | 0.01% | +16,698+0.3% | Added |
| Vanguard Group Inc | 4,311,237 | $418.9M | 0.01% | +10,791+0.3% | Added |
| State Street Corp | 3,708,145 | $361.6M | 0.02% | +1,661,449+81.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,683,976 | $163.6M | 0.21% | −8,714−0.5% | Reduced |
| Victory Capital Management Inc | 1,491,101 | $144.8M | 0.14% | −168,130−10.1% | Reduced |
| Champlain Investment Partners, LLC | 1,335,545 | $129.8M | 0.67% | −62,560−4.5% | Reduced |
| American Century Companies Inc | 1,300,221 | $126.3M | 0.09% | +11,224+0.9% | Added |
| Dimensional Fund Advisors LP | 1,062,319 | $103.2M | 0.03% | +11,391+1.1% | Added |
| Wellington Management Group LLP | 910,188 | $88.4M | 0.02% | −204,025−18.3% | Reduced |
| Boston Trust Walden Corp | 822,596 | $79.9M | 0.66% | +211,067+34.5% | Added |
| Northern Trust Corp | 807,129 | $78.4M | 0.01% | −29,168−3.5% | Reduced |
| Geode Capital Management, LLC | 805,482 | $78.3M | 0.01% | +3,994+0.5% | Added |
| FMR LLC | 779,193 | $75.7M | 0.01% | +81,064+11.6% | Added |
| Bank of New York Mellon Corp | 774,249 | $75.2M | 0.01% | −77,709−9.1% | Reduced |
| Massachusetts Financial Services Co | 744,092 | $72.3M | 0.02% | −45,996−5.8% | Reduced |
| Ameriprise Financial Inc | 627,715 | $61.0M | 0.02% | +17,286+2.8% | Added |
| Brown Advisory Inc | 543,265 | $52.8M | 0.08% | +73,925+15.8% | Added |
| Global Alpha Capital Management Ltd. | 470,132 | $45.7M | 3.92% | +58,600+14.2% | Added |
| Nuance Investments, LLC | 442,190 | $43.0M | 0.77% | −3,797−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 425,926 | $41.4M | 0.01% | +12,493+3.0% | Added |
| Norges Bank | 401,688 | $39.0M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 378,285 | $36.8M | 0.41% | +22,404+6.3% | Added |
| Bank of America Corp | 363,863 | $35.4M | 0.00% | −26,217−6.7% | Reduced |
| JPMorgan Chase & Co | 341,877 | $33.2M | 0.00% | −31,241−8.4% | Reduced |
| AQR Capital Management LLC | 293,731 | $28.5M | 0.05% | +32,945+12.6% | Added |
| Fisher Asset Management, LLC | 251,749 | $24.5M | 0.01% | +22,714+9.9% | Added |
| Eaton Vance Management | 237,255 | $23.1M | 0.03% | −68,119−22.3% | Reduced |
| ProShare Advisors LLC | 231,686 | $22.5M | 0.05% | +13,310+6.1% | Added |
| Goldman Sachs Group Inc | 226,181 | $22.0M | 0.01% | +54,343+31.6% | Added |
| Invesco Ltd. | 200,227 | $19.5M | 0.00% | +1,619+0.8% | Added |
| Principal Financial Group Inc | 190,828 | $18.5M | 0.01% | −22,062−10.4% | Reduced |
| Nuveen Asset Management, LLC | 181,309 | $18.2M | 0.01% | +10,084+5.9% | Added |
| Gillson Capital LP | 167,621 | $16.3M | 1.30% | −5,420−3.1% | Reduced |
| Man Group plc | 159,163 | $15.5M | 0.05% | +9,493+6.3% | Added |
| Millennium Management LLC | 158,704 | $15.4M | 0.02% | −233,365−59.5% | Reduced |
| Chartwell Investment Partners, LLC | 148,391 | $14.4M | 0.48% | −37,679−20.2% | Reduced |
| Frontier Wealth Management LLC | 146,000 | $13.6M | 0.17% | +86,040+143.5% | Added |
| Rhumbline Advisers | 139,112 | $13.5M | 0.02% | −1,907−1.4% | Reduced |
| Brandywine Global Investment Management, LLC | 130,492 | $12.7M | 0.09% | +5,201+4.2% | Added |
| Third Avenue Management LLC | 128,952 | $12.5M | 1.71% | −517−0.4% | Reduced |
| SEI Investments Co | 117,052 | $11.4M | 0.02% | +12,978+12.5% | Added |
| Mutual of America Capital Management LLC | 116,308 | $11.3M | 0.12% | −1,763−1.5% | Reduced |
| Tributary Capital Management, LLC | 114,340 | $11.1M | 0.88% | +6,958+6.5% | Added |
| Royce & Associates LP | 112,896 | $11.0M | 0.09% | −21,860−16.2% | Reduced |
| Swiss National Bank | 108,600 | $10.6M | 0.01% | +7,400+7.3% | Added |
| Legal & General Group Plc | 105,030 | $10.2M | 0.00% | −246−0.2% | Reduced |
| Alliancebernstein L.P. | 104,802 | $10.2M | 0.00% | +850+0.8% | Added |
| California Public Employees Retirement System | 98,216 | $9.54M | 0.01% | −406−0.4% | Reduced |
| First Trust Advisors LP | 97,746 | $9.50M | 0.01% | −14,416−12.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 95,301 | $9.26M | 0.06% | −844−0.9% | Reduced |
| American International Group, Inc. | 94,314 | $9.16M | 0.05% | −1,285−1.3% | Reduced |
| Voya Investment Management LLC | 91,735 | $8.91M | 0.02% | −3,690−3.9% | Reduced |
| Morgan Stanley | 84,721 | $8.23M | 0.00% | +17,351+25.8% | Added |
| Barclays PLC | 77,533 | $7.53M | 0.01% | −36,808−32.2% | Reduced |
| Congress Asset Management Co | 76,529 | $7.44M | 0.06% | +3,842+5.3% | Added |
| Deutsche Bank AG | 75,713 | $7.36M | 0.00% | −2,486−3.2% | Reduced |
| New York State Teachers Retirement System | 75,012 | $7.29M | 0.01% | −4,100−5.2% | Reduced |
| Eagle Asset Management Inc | 72,942 | $7.09M | 0.04% | −3,741−4.9% | Reduced |
| Wells Fargo & Company | 70,140 | $6.82M | 0.00% | −10,173−12.7% | Reduced |
| Citadel Advisors LLC | 64,988 | $6.32M | 0.01% | +6,456+11.0% | Added |
| Parametric Portfolio Associates LLC | 61,998 | $6.02M | 0.00% | −1,413−2.2% | Reduced |
| Mackenzie Financial Corp | 60,070 | $5.84M | 0.01% | +57,720+2,456.2% | Added |
| Putnam Investments LLC | 59,232 | $5.75M | 0.01% | +1,613+2.8% | Added |
| California State Teachers Retirement System | 57,855 | $5.62M | 0.01% | −4,853−7.7% | Reduced |
| Retirement Systems of Alabama | 56,557 | $5.50M | 0.02% | +198+0.4% | Added |
| UBS Asset Management Americas Inc | 52,657 | $5.12M | 0.00% | −2,560−4.6% | Reduced |
| Manufacturers Life Insurance Company, The | 52,487 | $5.10M | 0.00% | −16,510−23.9% | Reduced |
| D. E. Shaw & Co., Inc. | 50,824 | $4.94M | 0.01% | +44,849+750.6% | Added |
| MetLife Investment Management | 50,597 | $4.92M | 0.03% | +14,568+40.4% | Added |
| Cubist Systematic Strategies, LLC | 48,088 | $4.67M | 0.04% | +31,710+193.6% | Added |
| Raymond James & Associates | 42,237 | $4.10M | 0.00% | −1,753−4.0% | Reduced |
| Guggenheim Capital LLC | 41,814 | $4.06M | 0.02% | −232−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 41,354 | $4.02M | 0.26% | +3,304+8.7% | Added |
| Financial Counselors Inc | 40,195 | $3.90M | 0.08% | +307+0.8% | Added |
| Envestnet Asset Management Inc | 39,850 | $3.87M | 0.00% | +5,446+15.8% | Added |
| Credit Suisse AG | 39,809 | $3.87M | 0.00% | −5,246−11.6% | Reduced |
| State of Tennessee, Treasury Department | 38,818 | $3.77M | 0.01% | −27,342−41.3% | Reduced |
| State Board of Administration of Florida Retirement System | 34,215 | $3.32M | 0.01% | −550−1.6% | Reduced |
| Tudor Investment Corp Et Al | 33,538 | $3.26M | 0.08% | +33,538 | New |
| New York State Common Retirement Fund | 31,529 | $3.06M | 0.00% | −31−0.1% | Reduced |
| Rafferty Asset Management, LLC | 30,758 | $2.99M | 0.02% | +8,212+36.4% | Added |
| Texas Permanent School Fund | 30,558 | $2.97M | 0.04% | −465−1.5% | Reduced |
| Commerce Bank | 29,662 | $2.88M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 27,566 | $2.68M | 0.02% | −1,199−4.2% | Reduced |
| Amalgamated Financial Corp. | 27,566 | $2.68M | 0.02% | +27,566 | New |
| UBS Group AG | 27,186 | $2.64M | 0.00% | −153,177−84.9% | Reduced |
| HYA Advisors, Inc | 26,215 | $2.55M | 0.88% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 25,427 | $2.47M | 0.26% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 24,916 | $2.42M | 0.01% | −1,523−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 24,480 | $2.38M | 0.00% | −845−3.3% | Reduced |
| Great West Life Assurance Co | 23,436 | $2.34M | 0.00% | +1,581+7.2% | Added |
| Yousif Capital Management, LLC | 23,530 | $2.29M | 0.02% | +525+2.3% | Added |
| Russell Investments Group, Ltd. | 23,263 | $2.26M | 0.00% | −1,775−7.1% | Reduced |
| Meritage Portfolio Management | 22,336 | $2.17M | 0.13% | 00.0% | Unchanged |
| Magnetar Financial LLC | 21,850 | $2.12M | 0.02% | +21,850 | New |
| Federation des caisses Desjardins du Quebec | 21,809 | $2.12M | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 20,415 | $1.98M | 0.27% | +18,436+931.6% | Added |
| First National Bank of Omaha | 20,387 | $1.98M | 0.10% | +2,531+14.2% | Added |
| Comerica Bank | 20,020 | $1.95M | 0.01% | +457+2.3% | Added |