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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 2 | $0 | 0.00% | −195−99.0% | Reduced |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 14 | $1.00K | 0.00% | −22−61.1% | Reduced |
| Proequities, Inc. | 15 | $1.00K | 0.00% | −2−11.8% | Reduced |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | −1−10.0% | Reduced |
| Fieldpoint Private Securities, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Steward Financial Group LLC | 12 | $1.00K | 0.00% | +12 | New |
| IFP Advisors, Inc | 26 | $2.00K | 0.00% | −26−50.0% | Reduced |
| Massmutual Trust Co FSB | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $2.00K | 0.00% | +13+185.7% | Added |
| Hexagon Capital Partners LLC | 21 | $2.00K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 22 | $2.00K | 0.00% | +22 | New |
| Bartlett & Co. LLC | 38 | $3.00K | 0.00% | +38 | New |
| Bartlett & Co. Wealth Management LLC | 38 | $3.29K | 0.00% | +38 | New |
| Venture Visionary Partners LLC | 45 | $3.87K | 0.00% | +45 | New |
| Private Trust Co NA | 41 | $4.00K | 0.00% | +41 | New |
| Quent Capital, LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 103 | $9.00K | 0.00% | +3+3.0% | Added |
| Aquatic Capital Management LLC | 100 | $9.00K | 0.00% | +100 | New |
| FinTrust Capital Advisors, LLC | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 112 | $10.0K | 0.00% | +88+366.7% | Added |
| WR Wealth Planners, LLC | 119 | $10.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 131 | $11.0K | 0.01% | −68−34.2% | Reduced |
| Lindbrook Capital, LLC | 132 | $11.0K | 0.00% | +3+2.3% | Added |
| Fifth Third Bancorp | 130 | $11.0K | 0.00% | +42+47.7% | Added |
| Private Capital Group, LLC | 186 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 197 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 228 | $20.0K | 0.00% | +97+74.0% | Added |
| Geneos Wealth Management Inc. | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 246 | $21.0K | 0.00% | +182+284.4% | Added |
| First Horizon Advisors, Inc. | 284 | $24.0K | 0.00% | +284 | New |
| Nomura Asset Management Co Ltd | 300 | $25.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 304 | $26.0K | 0.00% | +304 | New |
| Ci Investments Inc. | 333 | $29.0K | 0.00% | −254−43.3% | Reduced |
| Signaturefd, LLC | 410 | $35.0K | 0.00% | +94+29.7% | Added |
| Pinebridge Investments, L.P. | 528 | $45.0K | 0.00% | +428+428.0% | Added |
| Parallel Advisors, LLC | 561 | $48.0K | 0.00% | +156+38.5% | Added |
| Meeder Asset Management Inc | 820 | $70.0K | 0.00% | +22+2.8% | Added |
| Rockefeller Capital Management L.P. | 984 | $84.0K | 0.00% | +229+30.3% | Added |
| Picton Mahoney Asset Management | 1,022 | $88.0K | 0.00% | +1,022 | New |
| Captrust Financial Advisors | 1,026 | $89.0K | 0.00% | +453+79.1% | Added |
| US Asset Management LLC | 1,317 | $113.0K | 0.12% | +28+2.2% | Added |
| Advisor Group Holdings, Inc. | 1,328 | $115.0K | 0.00% | −82−5.8% | Reduced |
| Macquarie Group Ltd | 1,345 | $116.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,703 | $146.6K | 0.05% | +186+12.3% | Added |
| Public Employees Retirement Association of Colorado | 2,075 | $179.0K | 0.00% | −4,627−69.0% | Reduced |
| Franklin Resources Inc | 2,334 | $201.0K | 0.00% | +137+6.2% | Added |
| Walleye Capital LLC | 2,349 | $202.0K | 0.01% | +2,349 | New |
| Prelude Capital Management, LLC | 2,372 | $204.0K | 0.01% | +2,372 | New |
| Shelton Capital Management | 2,395 | $206.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,436 | $210.0K | 0.00% | +1,882+339.7% | Added |
| AlphaCrest Capital Management LLC | 2,467 | $212.0K | 0.01% | −2,783−53.0% | Reduced |
| CWM Advisors, LLC | 2,467 | $212.0K | 0.03% | +39+1.6% | Added |
| Gator Capital Management, LLC | 2,500 | $215.0K | 0.18% | 00.0% | Unchanged |
| Algert Global LLC | 2,515 | $217.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,603 | $224.1K | 0.01% | −130−4.8% | Reduced |
| Commonwealth Equity Services, LLC | 2,634 | $226.0K | 0.00% | +6+0.2% | Added |
| HighTower Advisors, LLC | 2,727 | $237.0K | 0.00% | −5−0.2% | Reduced |
| Pictet Asset Management SA | 2,831 | $244.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,893 | $249.0K | 0.01% | +1,988+219.7% | Added |
| Pitcairn Co | 2,907 | $250.0K | 0.03% | −109−3.6% | Reduced |
| Profund Advisors LLC | 2,928 | $252.0K | 0.02% | −874−23.0% | Reduced |
| Kornitzer Capital Management Inc | 3,030 | $261.0K | 0.01% | −200−6.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,230 | $278.0K | 0.01% | −270−7.7% | Reduced |
| KBC Group NV | 3,295 | $284.0K | 0.00% | −9,897−75.0% | Reduced |
| Jump Financial, LLC | 3,300 | $284.0K | 0.01% | +3,300 | New |
| LPL Financial LLC | 3,502 | $302.0K | 0.00% | −216−5.8% | Reduced |
| Old National Bancorp | 3,596 | $310.0K | 0.01% | +3,596 | New |
| Confluence Wealth Services, Inc. | 3,300 | $315.0K | 0.14% | 00.0% | Unchanged |
| Bailard, Inc. | 3,688 | $318.0K | 0.01% | +3,688 | New |
| Securian Asset Management, Inc | 3,859 | $332.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,871 | $333.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3,917 | $337.0K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 4,000 | $344.0K | 0.00% | −200−4.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $344.0K | 0.06% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 21,930 | $368.0K | 0.18% | +21,416+4,166.5% | Added |
| Fortitude Advisory Group L.L.C. | 4,273 | $368.0K | 0.34% | +4,028+1,644.1% | Added |
| BKD Wealth Advisors, LLC | 4,325 | $373.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,346 | $374.0K | 0.14% | +4,346 | New |
| Atwood & Palmer Inc | 4,432 | $382.0K | 0.04% | −2,462−35.7% | Reduced |
| Country Club Bank | 4,445 | $385.0K | 0.04% | −230−4.9% | Reduced |
| Papp L Roy & Associates | 4,485 | $386.0K | 0.06% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 4,800 | $413.0K | 0.00% | +4,800 | New |
| Engineers Gate Manager LP | 4,810 | $414.0K | 0.02% | −788−14.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,809 | $414.0K | 0.00% | +236+5.2% | Added |
| Los Angeles Capital Management LLC | 5,083 | $438.0K | 0.00% | +5,083 | New |
| Ethic Inc. | 5,181 | $446.0K | 0.03% | +5,181 | New |
| Prudential Financial Inc | 5,455 | $472.0K | 0.00% | −340−5.9% | Reduced |
| Martingale Asset Management L P | 5,506 | $475.0K | 0.01% | −6,139−52.7% | Reduced |
| United Capital Management of KS, Inc. | 5,633 | $485.0K | 0.23% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 5,661 | $487.0K | 0.03% | +101+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,693 | $490.0K | 0.00% | −610−9.7% | Reduced |
| Citadel Advisors LLC | 5,693 | $491.0K | 0.00% | −59,295−91.2% | Reduced |
| ExodusPoint Capital Management, LP | 5,916 | $509.0K | 0.01% | +3,545+149.5% | Added |
| Citigroup Inc | 6,111 | $526.0K | 0.00% | +270+4.6% | Added |
| State of Alaska, Department of Revenue | 6,190 | $532.0K | 0.01% | +35+0.6% | Added |