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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 3 | $291 | 0.00% | −2−40.0% | Reduced |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Lloyd Advisory Services, LLC. | 15 | $1.00K | 0.00% | +15 | New |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | +10 | New |
| TCI Wealth Advisors, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 17 | $2.00K | 0.00% | −2−10.5% | Reduced |
| JJJ Advisors Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Cordant, Inc. | 21 | $2.00K | 0.00% | +21 | New |
| Manchester Capital Management LLC | 32 | $3.00K | 0.00% | −17−34.7% | Reduced |
| Massmutual Trust Co FSB | 26 | $3.00K | 0.00% | +7+36.8% | Added |
| JFS Wealth Advisors, LLC | 36 | $3.00K | 0.00% | +21+140.0% | Added |
| IFP Advisors, Inc | 52 | $4.00K | 0.00% | +26+100.0% | Added |
| Covington Capital Management | 44 | $4.00K | 0.00% | +44 | New |
| Quadrant Capital Group LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 88 | $9.00K | 0.00% | +16+22.2% | Added |
| Pinebridge Investments, L.P. | 100 | $10.0K | 0.00% | −1,300−92.9% | Reduced |
| FinTrust Capital Advisors, LLC | 109 | $10.0K | 0.00% | −72−39.8% | Reduced |
| Concord Wealth Partners | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $11.6K | 0.01% | +119 | New |
| Northwestern Mutual Wealth Management Co | 131 | $12.0K | 0.00% | +3+2.3% | Added |
| Lindbrook Capital, LLC | 129 | $13.0K | 0.00% | +7+5.7% | Added |
| Private Capital Group, LLC | 186 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 197 | $19.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 199 | $19.0K | 0.01% | +120+151.9% | Added |
| Allworth Financial LP | 197 | $19.0K | 0.00% | +197 | New |
| Geneos Wealth Management Inc. | 250 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 245 | $24.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $29.1K | 0.00% | +300 | New |
| Signaturefd, LLC | 316 | $31.0K | 0.00% | +17+5.7% | Added |
| Parallel Advisors, LLC | 405 | $40.0K | 0.00% | −237−36.9% | Reduced |
| MBM Wealth Consultants, LLC | 514 | $50.0K | 0.02% | −94−15.5% | Reduced |
| CWM, LLC | 554 | $54.0K | 0.00% | +554 | New |
| Captrust Financial Advisors | 573 | $56.0K | 0.00% | −90−13.6% | Reduced |
| Ci Investments Inc. | 587 | $57.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 755 | $73.0K | 0.00% | 00.0% | Unchanged |
| Parkside Investments, LLC | 758 | $73.0K | 0.01% | +758 | New |
| Meeder Asset Management Inc | 798 | $78.0K | 0.00% | +798 | New |
| Tower Research Capital LLC (TRC) | 905 | $88.0K | 0.00% | −10,047−91.7% | Reduced |
| US Asset Management LLC | 1,289 | $125.0K | 0.12% | +1,289 | New |
| Macquarie Group Ltd | 1,345 | $131.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,410 | $142.0K | 0.00% | +69+5.1% | Added |
| Heritage Wealth Management, LLC | 1,517 | $147.0K | 0.04% | +1,517 | New |
| Money Concepts Capital Corp | 1,520 | $148.0K | 0.01% | +1,520 | New |
| DuPont Capital Management Corp | 1,723 | $167.0K | 0.01% | −153−8.2% | Reduced |
| Amundi | 2,205 | $208.0K | 0.00% | −187−7.8% | Reduced |
| Old Mission Capital LLC | 2,158 | $210.0K | 0.01% | −44,563−95.4% | Reduced |
| Franklin Resources Inc | 2,197 | $213.0K | 0.00% | −337−13.3% | Reduced |
| Point72 Hong Kong Ltd | 2,218 | $216.0K | 0.02% | +2,218 | New |
| ExodusPoint Capital Management, LP | 2,371 | $230.0K | 0.00% | −31,987−93.1% | Reduced |
| Duality Advisers, LP | 2,388 | $232.0K | 0.02% | +2,388 | New |
| Shelton Capital Management | 2,395 | $233.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,428 | $236.0K | 0.03% | +85+3.6% | Added |
| Vident Investment Advisory, LLC | 2,487 | $242.0K | 0.01% | +2,487 | New |
| Gator Capital Management, LLC | 2,500 | $243.0K | 0.18% | −6,800−73.1% | Reduced |
| Algert Global LLC | 2,515 | $244.0K | 0.02% | +2,515 | New |
| Jane Street Group, LLC | 2,548 | $248.0K | 0.00% | −1,340−34.5% | Reduced |
| Regions Financial Corp | 2,559 | $249.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 2,600 | $249.0K | 0.06% | +2,600 | New |
| Commonwealth Equity Services, LLC | 2,628 | $255.0K | 0.00% | +4+0.2% | Added |
| Acadian Asset Management LLC | 2,679 | $260.0K | 0.00% | −4,323−61.7% | Reduced |
| HighTower Advisors, LLC | 2,732 | $264.0K | 0.00% | −715−20.7% | Reduced |
| Metropolitan Life Insurance Co | 2,733 | $265.5K | 0.01% | −15,292−84.8% | Reduced |
| Pictet Asset Management SA | 2,831 | $275.0K | 0.00% | +305+12.1% | Added |
| Pitcairn Co | 3,016 | $293.0K | 0.03% | −163−5.1% | Reduced |
| Quantamental Technologies LLC | 3,032 | $295.0K | 0.17% | +3,032 | New |
| Kornitzer Capital Management Inc | 3,230 | $314.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 3,300 | $320.0K | 0.12% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,500 | $340.0K | 0.01% | +90+2.6% | Added |
| LPL Financial LLC | 3,718 | $361.0K | 0.00% | +83+2.3% | Added |
| Profund Advisors LLC | 3,802 | $369.0K | 0.02% | −505−11.7% | Reduced |
| Securian Asset Management, Inc | 3,859 | $375.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,871 | $376.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3,917 | $381.0K | 0.01% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,972 | $385.0K | 0.10% | +3,972 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $389.0K | 0.05% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 4,058 | $394.0K | 0.01% | −516−11.3% | Reduced |
| Two Sigma Advisers, LP | 4,200 | $408.0K | 0.00% | −4,500−51.7% | Reduced |
| STRS Ohio | 4,200 | $408.0K | 0.00% | +400+10.5% | Added |
| BKD Wealth Advisors, LLC | 4,325 | $420.0K | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,485 | $436.0K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,573 | $445.0K | 0.00% | −459−9.1% | Reduced |
| Country Club Bank | 4,675 | $460.0K | 0.04% | +4,675 | New |
| Financial Advisory Service, Inc. | 4,805 | $467.0K | 0.04% | +376+8.5% | Added |
| AlphaCrest Capital Management LLC | 5,250 | $510.0K | 0.03% | −3,719−41.5% | Reduced |
| Ergoteles LLC | 5,395 | $524.0K | 0.02% | −129,244−96.0% | Reduced |
| Tandem Investment Advisors, Inc. | 5,560 | $540.0K | 0.03% | −444−7.4% | Reduced |
| Engineers Gate Manager LP | 5,598 | $544.0K | 0.02% | +278+5.2% | Added |
| United Capital Management of KS, Inc. | 5,633 | $547.0K | 0.21% | +5,633 | New |
| Prudential Financial Inc | 5,795 | $563.0K | 0.00% | −2,290−28.3% | Reduced |
| Citigroup Inc | 5,841 | $567.0K | 0.00% | −9,610−62.2% | Reduced |
| Bank of Montreal | 5,608 | $571.0K | 0.00% | −5,142−47.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,892 | $572.0K | 0.01% | −400−6.4% | Reduced |
| Virginia Retirement Systems Et Al | 6,100 | $593.0K | 0.01% | −3,600−37.1% | Reduced |
| State of Alaska, Department of Revenue | 6,155 | $598.0K | 0.01% | −75−1.2% | Reduced |
| Jefferies Group LLC | 6,250 | $607.3K | 0.01% | −56,250−90.0% | Reduced |