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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,303 | $612.0K | 0.00% | +538+9.3% | Added |
| Xponance, Inc. | 6,330 | $615.0K | 0.01% | −148−2.3% | Reduced |
| Handelsbanken Fonder AB | 6,430 | $625.0K | 0.00% | −2,800−30.3% | Reduced |
| Public Employees Retirement Association of Colorado | 6,702 | $651.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 6,894 | $670.0K | 0.06% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 7,102 | $690.0K | 0.15% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,159 | $696.0K | 0.02% | +24+0.3% | Added |
| Federated Hermes, Inc. | 7,503 | $729.0K | 0.00% | +1,057+16.4% | Added |
| Diversified Trust Co | 7,775 | $755.0K | 0.03% | +600+8.4% | Added |
| AE Wealth Management LLC | 7,889 | $766.0K | 0.01% | +163+2.1% | Added |
| Squarepoint Ops LLC | 8,109 | $788.0K | 0.01% | −44,469−84.6% | Reduced |
| Keybank National Association | 8,275 | $804.0K | 0.00% | −7,870−48.7% | Reduced |
| Trexquant Investment LP | 8,348 | $811.0K | 0.04% | +8,348 | New |
| Pathstone Family Office, LLC | 8,490 | $828.0K | 0.02% | +917+12.1% | Added |
| Royal Bank of Canada | 8,826 | $857.0K | 0.00% | −14,462−62.1% | Reduced |
| New Mexico Educational Retirement Board | 9,000 | $874.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,170 | $891.0K | 0.00% | +10.0% | Added |
| Janus Henderson Group PLC | 9,230 | $896.0K | 0.00% | −6,735−42.2% | Reduced |
| HSBC Holdings PLC | 9,237 | $903.0K | 0.00% | +5,797+168.5% | Added |
| Teacher Retirement System of Texas | 9,425 | $916.0K | 0.00% | +590+6.7% | Added |
| Susquehanna International Group, LLP | 9,582 | $931.0K | 0.00% | −109,028−91.9% | Reduced |
| Farmers & Merchants Investments Inc | 10,000 | $972.0K | 0.04% | 00.0% | Unchanged |
| State of Michigan Retirement System | 10,941 | $1.06M | 0.01% | +43+0.4% | Added |
| Aaron Wealth Advisors | 104,162 | $1.07M | 0.02% | +104,162 | New |
| AMG National Trust Bank | 11,148 | $1.08M | 0.03% | −426−3.7% | Reduced |
| Thrivent Financial for Lutherans | 11,263 | $1.09M | 0.00% | −85−0.7% | Reduced |
| SG Americas Securities, LLC | 11,279 | $1.10M | 0.01% | +1,268+12.7% | Added |
| Louisiana State Employees Retirement System | 11,300 | $1.10M | 0.03% | +200+1.8% | Added |
| Mariner, LLC | 11,609 | $1.13M | 0.00% | −54−0.5% | Reduced |
| Martingale Asset Management L P | 11,645 | $1.13M | 0.02% | −109−0.9% | Reduced |
| Arizona State Retirement System | 12,419 | $1.21M | 0.01% | +57+0.5% | Added |
| Graham Capital Management, L.P. | 12,488 | $1.21M | 0.05% | +12,488 | New |
| Winton Group Ltd | 12,931 | $1.26M | 0.07% | +1,462+12.7% | Added |
| KBC Group NV | 13,192 | $1.28M | 0.01% | +3,163+31.5% | Added |
| BNP Paribas Arbitrage, SA | 13,252 | $1.29M | 0.00% | −9,555−41.9% | Reduced |
| Hancock Whitney Corp | 13,317 | $1.29M | 0.04% | −15,478−53.8% | Reduced |
| Oregon Public Employees Retirement Fund | 13,782 | $1.34M | 0.01% | −119−0.9% | Reduced |
| VELA Investment Management, LLC | 13,843 | $1.34M | 0.84% | +65+0.5% | Added |
| Dean Investment Associates, LLC | 14,394 | $1.40M | 0.25% | −288−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 14,832 | $1.44M | 0.05% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 15,451 | $1.50M | 0.06% | −1,900−11.0% | Reduced |
| Creative Planning | 15,665 | $1.52M | 0.00% | +761+5.1% | Added |
| Paragon Capital Management LLC | 15,778 | $1.53M | 0.78% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,797 | $1.53M | 0.02% | +1,527+10.7% | Added |
| Assenagon Asset Management S.A. | 15,820 | $1.54M | 0.00% | +15,820 | New |
| US Bancorp | 16,575 | $1.61M | 0.00% | −297−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 17,325 | $1.68M | 0.01% | −350−2.0% | Reduced |
| Jennison Associates LLC | 17,705 | $1.72M | 0.00% | −724−3.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,705 | $1.82M | 0.10% | +18,705 | New |
| Price T Rowe Associates Inc | 19,168 | $1.86M | 0.00% | −507−2.6% | Reduced |
| Toronto Dominion Bank | 19,455 | $1.89M | 0.00% | +7,655+64.9% | Added |
| Isthmus Partners, LLC | 19,599 | $1.90M | 0.31% | +737+3.9% | Added |
| Public Employees Retirement System of Ohio | 19,784 | $1.92M | 0.01% | +49+0.2% | Added |
| Comerica Bank | 20,020 | $1.95M | 0.01% | +457+2.3% | Added |
| First National Bank of Omaha | 20,387 | $1.98M | 0.10% | +2,531+14.2% | Added |
| Gsa Capital Partners LLP | 20,415 | $1.98M | 0.27% | +18,436+931.6% | Added |
| Federation des caisses Desjardins du Quebec | 21,809 | $2.12M | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 21,850 | $2.12M | 0.02% | +21,850 | New |
| Meritage Portfolio Management | 22,336 | $2.17M | 0.13% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 23,263 | $2.26M | 0.00% | −1,775−7.1% | Reduced |
| Yousif Capital Management, LLC | 23,530 | $2.29M | 0.02% | +525+2.3% | Added |
| Great West Life Assurance Co | 23,436 | $2.34M | 0.00% | +1,581+7.2% | Added |
| Ensign Peak Advisors, Inc | 24,480 | $2.38M | 0.00% | −845−3.3% | Reduced |
| State of New Jersey Common Pension Fund D | 24,916 | $2.42M | 0.01% | −1,523−5.8% | Reduced |
| Keeley-Teton Advisors, LLC | 25,427 | $2.47M | 0.26% | 00.0% | Unchanged |
| HYA Advisors, Inc | 26,215 | $2.55M | 0.88% | 00.0% | Unchanged |
| UBS Group AG | 27,186 | $2.64M | 0.00% | −153,177−84.9% | Reduced |
| 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 |
| Commerce Bank | 29,662 | $2.88M | 0.02% | 00.0% | Unchanged |
| Texas Permanent School Fund | 30,558 | $2.97M | 0.04% | −465−1.5% | Reduced |
| Rafferty Asset Management, LLC | 30,758 | $2.99M | 0.02% | +8,212+36.4% | Added |
| New York State Common Retirement Fund | 31,529 | $3.06M | 0.00% | −31−0.1% | Reduced |
| Tudor Investment Corp Et Al | 33,538 | $3.26M | 0.08% | +33,538 | New |
| State Board of Administration of Florida Retirement System | 34,215 | $3.32M | 0.01% | −550−1.6% | Reduced |
| State of Tennessee, Treasury Department | 38,818 | $3.77M | 0.01% | −27,342−41.3% | Reduced |
| Credit Suisse AG | 39,809 | $3.87M | 0.00% | −5,246−11.6% | Reduced |
| Envestnet Asset Management Inc | 39,850 | $3.87M | 0.00% | +5,446+15.8% | Added |
| Financial Counselors Inc | 40,195 | $3.90M | 0.08% | +307+0.8% | Added |
| GHP Investment Advisors, Inc. | 41,354 | $4.02M | 0.26% | +3,304+8.7% | Added |
| Guggenheim Capital LLC | 41,814 | $4.06M | 0.02% | −232−0.6% | Reduced |
| Raymond James & Associates | 42,237 | $4.10M | 0.00% | −1,753−4.0% | Reduced |
| Cubist Systematic Strategies, LLC | 48,088 | $4.67M | 0.04% | +31,710+193.6% | Added |
| MetLife Investment Management | 50,597 | $4.92M | 0.03% | +14,568+40.4% | Added |
| D. E. Shaw & Co., Inc. | 50,824 | $4.94M | 0.01% | +44,849+750.6% | Added |
| Manufacturers Life Insurance Company, The | 52,487 | $5.10M | 0.00% | −16,510−23.9% | Reduced |
| UBS Asset Management Americas Inc | 52,657 | $5.12M | 0.00% | −2,560−4.6% | Reduced |
| Retirement Systems of Alabama | 56,557 | $5.50M | 0.02% | +198+0.4% | Added |
| California State Teachers Retirement System | 57,855 | $5.62M | 0.01% | −4,853−7.7% | Reduced |
| Putnam Investments LLC | 59,232 | $5.75M | 0.01% | +1,613+2.8% | Added |
| Mackenzie Financial Corp | 60,070 | $5.84M | 0.01% | +57,720+2,456.2% | Added |
| Parametric Portfolio Associates LLC | 61,998 | $6.02M | 0.00% | −1,413−2.2% | Reduced |
| Citadel Advisors LLC | 64,988 | $6.32M | 0.01% | +6,456+11.0% | Added |
| Wells Fargo & Company | 70,140 | $6.82M | 0.00% | −10,173−12.7% | Reduced |
| Eagle Asset Management Inc | 72,942 | $7.09M | 0.04% | −3,741−4.9% | Reduced |
| New York State Teachers Retirement System | 75,012 | $7.29M | 0.01% | −4,100−5.2% | Reduced |
| Deutsche Bank AG | 75,713 | $7.36M | 0.00% | −2,486−3.2% | Reduced |
| Congress Asset Management Co | 76,529 | $7.44M | 0.06% | +3,842+5.3% | Added |
| Barclays PLC | 77,533 | $7.53M | 0.01% | −36,808−32.2% | Reduced |
| Morgan Stanley | 84,721 | $8.23M | 0.00% | +17,351+25.8% | Added |