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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 19,784 | $1.92M | 0.01% | +49+0.2% | Added |
| Isthmus Partners, LLC | 19,599 | $1.90M | 0.31% | +737+3.9% | Added |
| Toronto Dominion Bank | 19,455 | $1.89M | 0.00% | +7,655+64.9% | Added |
| Price T Rowe Associates Inc | 19,168 | $1.86M | 0.00% | −507−2.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 18,705 | $1.82M | 0.10% | +18,705 | New |
| Jennison Associates LLC | 17,705 | $1.72M | 0.00% | −724−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 17,325 | $1.68M | 0.01% | −350−2.0% | Reduced |
| US Bancorp | 16,575 | $1.61M | 0.00% | −297−1.8% | Reduced |
| Assenagon Asset Management S.A. | 15,820 | $1.54M | 0.00% | +15,820 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,797 | $1.53M | 0.02% | +1,527+10.7% | Added |
| Paragon Capital Management LLC | 15,778 | $1.53M | 0.78% | 00.0% | Unchanged |
| Creative Planning | 15,665 | $1.52M | 0.00% | +761+5.1% | Added |
| Ziegler Capital Management, LLC | 15,451 | $1.50M | 0.06% | −1,900−11.0% | Reduced |
| Ameritas Investment Partners, Inc. | 14,832 | $1.44M | 0.05% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 14,394 | $1.40M | 0.25% | −288−2.0% | Reduced |
| VELA Investment Management, LLC | 13,843 | $1.34M | 0.84% | +65+0.5% | Added |
| Oregon Public Employees Retirement Fund | 13,782 | $1.34M | 0.01% | −119−0.9% | Reduced |
| Hancock Whitney Corp | 13,317 | $1.29M | 0.04% | −15,478−53.8% | Reduced |
| BNP Paribas Arbitrage, SA | 13,252 | $1.29M | 0.00% | −9,555−41.9% | Reduced |
| KBC Group NV | 13,192 | $1.28M | 0.01% | +3,163+31.5% | Added |
| Winton Group Ltd | 12,931 | $1.26M | 0.07% | +1,462+12.7% | Added |
| Graham Capital Management, L.P. | 12,488 | $1.21M | 0.05% | +12,488 | New |
| Arizona State Retirement System | 12,419 | $1.21M | 0.01% | +57+0.5% | Added |
| Martingale Asset Management L P | 11,645 | $1.13M | 0.02% | −109−0.9% | Reduced |
| Mariner, LLC | 11,609 | $1.13M | 0.00% | −54−0.5% | Reduced |
| Louisiana State Employees Retirement System | 11,300 | $1.10M | 0.03% | +200+1.8% | Added |
| SG Americas Securities, LLC | 11,279 | $1.10M | 0.01% | +1,268+12.7% | Added |
| Thrivent Financial for Lutherans | 11,263 | $1.09M | 0.00% | −85−0.7% | Reduced |
| AMG National Trust Bank | 11,148 | $1.08M | 0.03% | −426−3.7% | Reduced |
| Aaron Wealth Advisors | 104,162 | $1.07M | 0.02% | +104,162 | New |
| State of Michigan Retirement System | 10,941 | $1.06M | 0.01% | +43+0.4% | Added |
| Farmers & Merchants Investments Inc | 10,000 | $972.0K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,582 | $931.0K | 0.00% | −109,028−91.9% | Reduced |
| Teacher Retirement System of Texas | 9,425 | $916.0K | 0.00% | +590+6.7% | Added |
| HSBC Holdings PLC | 9,237 | $903.0K | 0.00% | +5,797+168.5% | Added |
| Janus Henderson Group PLC | 9,230 | $896.0K | 0.00% | −6,735−42.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,170 | $891.0K | 0.00% | +10.0% | Added |
| New Mexico Educational Retirement Board | 9,000 | $874.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,826 | $857.0K | 0.00% | −14,462−62.1% | Reduced |
| Pathstone Family Office, LLC | 8,490 | $828.0K | 0.02% | +917+12.1% | Added |
| Trexquant Investment LP | 8,348 | $811.0K | 0.04% | +8,348 | New |
| Keybank National Association | 8,275 | $804.0K | 0.00% | −7,870−48.7% | Reduced |
| Squarepoint Ops LLC | 8,109 | $788.0K | 0.01% | −44,469−84.6% | Reduced |
| AE Wealth Management LLC | 7,889 | $766.0K | 0.01% | +163+2.1% | Added |
| Diversified Trust Co | 7,775 | $755.0K | 0.03% | +600+8.4% | Added |
| Federated Hermes, Inc. | 7,503 | $729.0K | 0.00% | +1,057+16.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 7,159 | $696.0K | 0.02% | +24+0.3% | Added |
| Kavar Capital Partners Group, LLC | 7,102 | $690.0K | 0.15% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 6,894 | $670.0K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,702 | $651.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,430 | $625.0K | 0.00% | −2,800−30.3% | Reduced |
| Xponance, Inc. | 6,330 | $615.0K | 0.01% | −148−2.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,303 | $612.0K | 0.00% | +538+9.3% | Added |
| Jefferies Group LLC | 6,250 | $607.3K | 0.01% | −56,250−90.0% | Reduced |
| State of Alaska, Department of Revenue | 6,155 | $598.0K | 0.01% | −75−1.2% | Reduced |
| Virginia Retirement Systems Et Al | 6,100 | $593.0K | 0.01% | −3,600−37.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,892 | $572.0K | 0.01% | −400−6.4% | Reduced |
| Bank of Montreal | 5,608 | $571.0K | 0.00% | −5,142−47.8% | Reduced |
| Citigroup Inc | 5,841 | $567.0K | 0.00% | −9,610−62.2% | Reduced |
| Prudential Financial Inc | 5,795 | $563.0K | 0.00% | −2,290−28.3% | Reduced |
| United Capital Management of KS, Inc. | 5,633 | $547.0K | 0.21% | +5,633 | New |
| Engineers Gate Manager LP | 5,598 | $544.0K | 0.02% | +278+5.2% | Added |
| Tandem Investment Advisors, Inc. | 5,560 | $540.0K | 0.03% | −444−7.4% | Reduced |
| Ergoteles LLC | 5,395 | $524.0K | 0.02% | −129,244−96.0% | Reduced |
| AlphaCrest Capital Management LLC | 5,250 | $510.0K | 0.03% | −3,719−41.5% | Reduced |
| Financial Advisory Service, Inc. | 4,805 | $467.0K | 0.04% | +376+8.5% | Added |
| Country Club Bank | 4,675 | $460.0K | 0.04% | +4,675 | New |
| The PNC Financial Services Group, Inc. | 4,573 | $445.0K | 0.00% | −459−9.1% | Reduced |
| Papp L Roy & Associates | 4,485 | $436.0K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,325 | $420.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| IndexIQ Advisors LLC | 4,058 | $394.0K | 0.01% | −516−11.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $389.0K | 0.05% | 00.0% | Unchanged |
| NinePointTwo Capital | 3,972 | $385.0K | 0.10% | +3,972 | New |
| Central Trust Co | 3,917 | $381.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,871 | $376.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,859 | $375.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,802 | $369.0K | 0.02% | −505−11.7% | Reduced |
| LPL Financial LLC | 3,718 | $361.0K | 0.00% | +83+2.3% | Added |
| Crossmark Global Holdings, Inc. | 3,500 | $340.0K | 0.01% | +90+2.6% | Added |
| Confluence Wealth Services, Inc. | 3,300 | $320.0K | 0.12% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 3,230 | $314.0K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,032 | $295.0K | 0.17% | +3,032 | New |
| Pitcairn Co | 3,016 | $293.0K | 0.03% | −163−5.1% | Reduced |
| Pictet Asset Management SA | 2,831 | $275.0K | 0.00% | +305+12.1% | Added |
| Metropolitan Life Insurance Co | 2,733 | $265.5K | 0.01% | −15,292−84.8% | Reduced |
| HighTower Advisors, LLC | 2,732 | $264.0K | 0.00% | −715−20.7% | Reduced |
| Acadian Asset Management LLC | 2,679 | $260.0K | 0.00% | −4,323−61.7% | Reduced |
| Commonwealth Equity Services, LLC | 2,628 | $255.0K | 0.00% | +4+0.2% | Added |
| Regions Financial Corp | 2,559 | $249.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 2,600 | $249.0K | 0.06% | +2,600 | New |
| Jane Street Group, LLC | 2,548 | $248.0K | 0.00% | −1,340−34.5% | Reduced |
| Algert Global LLC | 2,515 | $244.0K | 0.02% | +2,515 | New |
| Gator Capital Management, LLC | 2,500 | $243.0K | 0.18% | −6,800−73.1% | Reduced |
| Vident Investment Advisory, LLC | 2,487 | $242.0K | 0.01% | +2,487 | New |
| CWM Advisors, LLC | 2,428 | $236.0K | 0.03% | +85+3.6% | Added |
| Shelton Capital Management | 2,395 | $233.0K | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 2,388 | $232.0K | 0.02% | +2,388 | New |
| ExodusPoint Capital Management, LP | 2,371 | $230.0K | 0.00% | −31,987−93.1% | Reduced |