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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 2,218 | $216.0K | 0.02% | +2,218 | New |
| Franklin Resources Inc | 2,197 | $213.0K | 0.00% | −337−13.3% | Reduced |
| Old Mission Capital LLC | 2,158 | $210.0K | 0.01% | −44,563−95.4% | Reduced |
| Amundi | 2,205 | $208.0K | 0.00% | −187−7.8% | Reduced |
| DuPont Capital Management Corp | 1,723 | $167.0K | 0.01% | −153−8.2% | Reduced |
| Money Concepts Capital Corp | 1,520 | $148.0K | 0.01% | +1,520 | New |
| Heritage Wealth Management, LLC | 1,517 | $147.0K | 0.04% | +1,517 | New |
| Advisor Group Holdings, Inc. | 1,410 | $142.0K | 0.00% | +69+5.1% | Added |
| Macquarie Group Ltd | 1,345 | $131.0K | 0.00% | 00.0% | Unchanged |
| US Asset Management LLC | 1,289 | $125.0K | 0.12% | +1,289 | New |
| Tower Research Capital LLC (TRC) | 905 | $88.0K | 0.00% | −10,047−91.7% | Reduced |
| Meeder Asset Management Inc | 798 | $78.0K | 0.00% | +798 | New |
| Rockefeller Capital Management L.P. | 755 | $73.0K | 0.00% | 00.0% | Unchanged |
| Parkside Investments, LLC | 758 | $73.0K | 0.01% | +758 | New |
| Ci Investments Inc. | 587 | $57.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 573 | $56.0K | 0.00% | −90−13.6% | Reduced |
| CWM, LLC | 554 | $54.0K | 0.00% | +554 | New |
| MBM Wealth Consultants, LLC | 514 | $50.0K | 0.02% | −94−15.5% | Reduced |
| Parallel Advisors, LLC | 405 | $40.0K | 0.00% | −237−36.9% | Reduced |
| Signaturefd, LLC | 316 | $31.0K | 0.00% | +17+5.7% | Added |
| Nomura Asset Management Co Ltd | 300 | $29.1K | 0.00% | +300 | 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 |
| 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 |
| Private Capital Group, LLC | 186 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 129 | $13.0K | 0.00% | +7+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 131 | $12.0K | 0.00% | +3+2.3% | Added |
| WR Wealth Planners, LLC | 119 | $11.6K | 0.01% | +119 | New |
| 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 |
| Fifth Third Bancorp | 88 | $9.00K | 0.00% | +16+22.2% | Added |
| Quent Capital, LLC | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 52 | $4.00K | 0.00% | +26+100.0% | Added |
| Covington Capital Management | 44 | $4.00K | 0.00% | +44 | 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 3 | $291 | 0.00% | −2−40.0% | Reduced |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −55,448−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −49,158−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −47,710−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −45,189−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −29,175−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −18,843−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,027−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −9,472−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −7,722−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,818−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,509−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −4,463−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,176−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −3,366−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −2,274−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −2,044−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −1,976−100.0% | Sold out |
| Ellenbecker Investment Group | 0 | $0 | 0.00% | −1,965−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Hillcrest Asset Management LLC | – | – | – | – | Not filed |
| First Midwest Bank Trust Division | – | – | – | – | Not filed |
| Country Club Trust Company, n.a. | – | – | – | – | Not filed |
| JD Financial Services Inc. | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |