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, Q2 2022
Institutional positions in Umb Financial Corp as of Jun 30, 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
- 261
- +14 vs. Q1 2022
- Shares held
- 42.8M
- +223.6K (+0.5%) vs. Q1 2022
- Total value
- $3.70B
- −$430.8M (−10.4%) vs. Q1 2022
- New holders
- 35
- 90 more added
- Sold out
- 21
- 92 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 5,813,535 | $500.5M | 7.79% | −7,134−0.1% | Reduced |
| BlackRock Inc. | 5,349,993 | $460.6M | 0.01% | +185,756+3.6% | Added |
| Vanguard Group Inc | 4,182,064 | $360.1M | 0.01% | −129,173−3.0% | Reduced |
| State Street Corp | 3,697,413 | $319.8M | 0.02% | −10,732−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,685,019 | $145.1M | 0.24% | +1,043+0.1% | Added |
| American Century Companies Inc | 1,679,002 | $144.6M | 0.12% | +378,781+29.1% | Added |
| Victory Capital Management Inc | 1,522,544 | $131.1M | 0.15% | +31,443+2.1% | Added |
| Champlain Investment Partners, LLC | 1,288,035 | $110.9M | 0.72% | −47,510−3.6% | Reduced |
| Dimensional Fund Advisors LP | 1,074,006 | $92.5M | 0.03% | +11,687+1.1% | Added |
| Wellington Management Group LLP | 872,574 | $75.1M | 0.02% | −37,614−4.1% | Reduced |
| Boston Trust Walden Corp | 835,500 | $71.9M | 0.68% | +12,904+1.6% | Added |
| Geode Capital Management, LLC | 803,189 | $69.2M | 0.01% | −2,293−0.3% | Reduced |
| Northern Trust Corp | 775,996 | $66.8M | 0.01% | −31,133−3.9% | Reduced |
| FMR LLC | 738,234 | $63.6M | 0.01% | −40,959−5.3% | Reduced |
| Massachusetts Financial Services Co | 711,645 | $61.3M | 0.02% | −32,447−4.4% | Reduced |
| Bank of New York Mellon Corp | 684,966 | $59.0M | 0.01% | −89,283−11.5% | Reduced |
| Ameriprise Financial Inc | 614,768 | $52.9M | 0.02% | −12,947−2.1% | Reduced |
| Brown Advisory Inc | 533,622 | $45.9M | 0.09% | −9,643−1.8% | Reduced |
| Nuance Investments, LLC | 485,197 | $41.8M | 0.83% | +43,007+9.7% | Added |
| Goldman Sachs Group Inc | 462,357 | $39.8M | 0.01% | +236,176+104.4% | Added |
| Charles Schwab Investment Management Inc | 429,168 | $37.0M | 0.01% | +3,242+0.8% | Added |
| Global Alpha Capital Management Ltd. | 428,032 | $36.9M | 3.98% | −42,100−9.0% | Reduced |
| JPMorgan Chase & Co | 420,688 | $36.2M | 0.01% | +78,811+23.1% | Added |
| Schonfeld Strategic Advisors LLC | 389,702 | $33.6M | 0.35% | +11,417+3.0% | Added |
| Norges Bank | 370,361 | $31.9M | 0.01% | −31,327−7.8% | Reduced |
| Fisher Asset Management, LLC | 350,904 | $30.2M | 0.02% | +99,155+39.4% | Added |
| Bank of America Corp | 305,017 | $26.3M | 0.00% | −58,846−16.2% | Reduced |
| ProShare Advisors LLC | 260,673 | $22.4M | 0.07% | +28,987+12.5% | Added |
| AQR Capital Management LLC | 214,875 | $18.2M | 0.04% | −78,856−26.8% | Reduced |
| Invesco Ltd. | 192,511 | $16.6M | 0.01% | −7,716−3.9% | Reduced |
| Nuveen Asset Management, LLC | 182,653 | $15.7M | 0.01% | +1,344+0.7% | Added |
| SEI Investments Co | 176,445 | $15.2M | 0.03% | +59,393+50.7% | Added |
| Millennium Management LLC | 171,354 | $14.8M | 0.02% | +12,650+8.0% | Added |
| Principal Financial Group Inc | 167,468 | $14.4M | 0.01% | −23,360−12.2% | Reduced |
| Man Group plc | – | $13.4M | 0.06% | – | – |
| Rhumbline Advisers | 150,649 | $13.0M | 0.02% | +11,537+8.3% | Added |
| Frontier Wealth Management LLC | 145,827 | $12.6M | 0.91% | −173−0.1% | Reduced |
| Chartwell Investment Partners, LLC | 144,174 | $12.4M | 0.50% | −4,217−2.8% | Reduced |
| Third Avenue Management LLC | 128,952 | $11.1M | 1.98% | 00.0% | Unchanged |
| Morgan Stanley | 126,611 | $10.9M | 0.00% | +41,890+49.4% | Added |
| Brandywine Global Investment Management, LLC | 124,002 | $10.7M | 0.09% | −6,490−5.0% | Reduced |
| Renaissance Technologies LLC | 115,700 | $9.96M | 0.01% | +115,700 | New |
| Mutual of America Capital Management LLC | 111,619 | $9.61M | 0.12% | −4,689−4.0% | Reduced |
| Royce & Associates LP | 110,707 | $9.53M | 0.10% | −2,189−1.9% | Reduced |
| Tributary Capital Management, LLC | 110,661 | $9.53M | 0.95% | −3,679−3.2% | Reduced |
| Swiss National Bank | 108,600 | $9.35M | 0.01% | 00.0% | Unchanged |
| Gillson Capital LP | 104,066 | $8.96M | 0.87% | −63,555−37.9% | Reduced |
| Legal & General Group Plc | 102,724 | $8.85M | 0.00% | −2,306−2.2% | Reduced |
| Alliancebernstein L.P. | 101,489 | $8.74M | 0.00% | −3,313−3.2% | Reduced |
| Voya Investment Management LLC | 99,383 | $8.56M | 0.02% | +7,648+8.3% | Added |
| California Public Employees Retirement System | 98,216 | $8.46M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 91,337 | $7.86M | 0.05% | −2,977−3.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 88,377 | $7.61M | 0.06% | −6,924−7.3% | Reduced |
| First Trust Advisors LP | 82,015 | $7.06M | 0.01% | −15,731−16.1% | Reduced |
| Congress Asset Management Co | 76,409 | $6.58M | 0.06% | −120−0.2% | Reduced |
| New York State Teachers Retirement System | 75,012 | $6.46M | 0.02% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 72,787 | $6.27M | 0.04% | −155−0.2% | Reduced |
| Deutsche Bank AG | 72,410 | $6.24M | 0.00% | −3,303−4.4% | Reduced |
| D. E. Shaw & Co., Inc. | 64,576 | $5.56M | 0.01% | +13,752+27.1% | Added |
| Mackenzie Financial Corp | 62,190 | $5.36M | 0.01% | +2,120+3.5% | Added |
| Putnam Investments LLC | 60,368 | $5.20M | 0.01% | +1,136+1.9% | Added |
| California State Teachers Retirement System | 58,134 | $5.00M | 0.01% | +279+0.5% | Added |
| Retirement Systems of Alabama | 56,749 | $4.89M | 0.02% | +192+0.3% | Added |
| UBS Asset Management Americas Inc | 53,103 | $4.57M | 0.00% | +446+0.8% | Added |
| Manufacturers Life Insurance Company, The | 51,772 | $4.46M | 0.00% | −715−1.4% | Reduced |
| Tudor Investment Corp Et Al | 51,160 | $4.41M | 0.13% | +17,622+52.5% | Added |
| Wells Fargo & Company | 50,008 | $4.31M | 0.00% | −20,132−28.7% | Reduced |
| MetLife Investment Management | 49,575 | $4.27M | 0.03% | −1,022−2.0% | Reduced |
| Voloridge Investment Management, LLC | 44,100 | $3.80M | 0.02% | +44,100 | New |
| Raymond James & Associates | 43,650 | $3.76M | 0.00% | +1,413+3.3% | Added |
| GHP Investment Advisors, Inc. | 43,296 | $3.73M | 0.28% | +1,942+4.7% | Added |
| Assenagon Asset Management S.A. | 42,152 | $3.63M | 0.02% | +26,332+166.4% | Added |
| Bank of Montreal | 38,568 | $3.44M | 0.00% | +32,960+587.7% | Added |
| Financial Counselors Inc | 39,613 | $3.41M | 0.08% | −582−1.4% | Reduced |
| Credit Suisse AG | 39,323 | $3.39M | 0.00% | −486−1.2% | Reduced |
| State of Tennessee, Treasury Department | 38,818 | $3.34M | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 38,727 | $3.33M | 0.02% | −9,361−19.5% | Reduced |
| Envestnet Asset Management Inc | 35,400 | $3.05M | 0.00% | −4,450−11.2% | Reduced |
| Barclays PLC | 33,718 | $2.90M | 0.00% | −43,815−56.5% | Reduced |
| New York State Common Retirement Fund | 31,442 | $2.71M | 0.00% | −87−0.3% | Reduced |
| Texas Permanent School Fund | 31,140 | $2.68M | 0.04% | +582+1.9% | Added |
| Guggenheim Capital LLC | 30,210 | $2.60M | 0.02% | −11,604−27.8% | Reduced |
| State Board of Administration of Florida Retirement System | 30,175 | $2.60M | 0.01% | −4,040−11.8% | Reduced |
| Commerce Bank | 29,662 | $2.55M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 28,027 | $2.41M | 0.02% | +461+1.7% | Added |
| SG Americas Securities, LLC | 27,979 | $2.41M | 0.03% | +16,700+148.1% | Added |
| Great West Life Assurance Co | 26,491 | $2.28M | 0.01% | +3,055+13.0% | Added |
| HYA Advisors, Inc | 26,215 | $2.26M | 0.88% | 00.0% | Unchanged |
| HRT Financial LP | 25,508 | $2.20M | 0.02% | +25,508 | New |
| State of New Jersey Common Pension Fund D | 24,916 | $2.15M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 24,660 | $2.12M | 0.03% | +1,130+4.8% | Added |
| Marshall Wace, LLP | 23,465 | $2.02M | 0.00% | +23,465 | New |
| Russell Investments Group, Ltd. | 23,184 | $1.99M | 0.00% | −79−0.3% | Reduced |
| HSBC Holdings PLC | 22,688 | $1.96M | 0.00% | +13,451+145.6% | Added |
| Meritage Portfolio Management | 22,336 | $1.92M | 0.15% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 22,001 | $1.89M | 0.08% | +7,169+48.3% | Added |
| Federation des caisses Desjardins du Quebec | 21,809 | $1.88M | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 21,590 | $1.86M | 0.00% | −215,665−90.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 20,907 | $1.80M | 0.10% | +2,202+11.8% | Added |
| First National Bank of Omaha | 20,397 | $1.76M | 0.11% | +100.0% | Added |