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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 6,430 | $554.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 6,759 | $582.0K | 0.01% | +429+6.8% | Added |
| New Mexico Educational Retirement Board | 6,800 | $585.0K | 0.03% | −2,200−24.4% | Reduced |
| Financial Advisory Service, Inc. | 7,016 | $604.0K | 0.06% | +2,211+46.0% | Added |
| Susquehanna International Group, LLP | 7,076 | $609.0K | 0.00% | −2,506−26.2% | Reduced |
| Kavar Capital Partners Group, LLC | 7,102 | $611.0K | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,210 | $621.0K | 0.01% | +51+0.7% | Added |
| Teacher Retirement System of Texas | 7,332 | $631.0K | 0.00% | −2,093−22.2% | Reduced |
| Federated Hermes, Inc. | 7,446 | $642.0K | 0.00% | −57−0.8% | Reduced |
| High Net Worth Advisory Group LLC | 7,464 | $643.0K | 0.27% | +7,464 | New |
| AE Wealth Management LLC | 7,644 | $658.0K | 0.01% | −245−3.1% | Reduced |
| Diversified Trust Co | 7,775 | $669.0K | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 7,800 | $671.6K | 0.00% | +7,800 | New |
| Royal Bank of Canada | 8,070 | $694.0K | 0.00% | −756−8.6% | Reduced |
| Pathstone Family Office, LLC | 8,236 | $712.2K | 0.02% | −254−3.0% | Reduced |
| Gsa Capital Partners LLP | 8,349 | $719.0K | 0.11% | −12,066−59.1% | Reduced |
| Vident Investment Advisory, LLC | 8,414 | $724.0K | 0.02% | +5,927+238.3% | Added |
| Ergoteles LLC | 8,523 | $734.0K | 0.02% | +3,128+58.0% | Added |
| Keybank National Association | 8,910 | $767.0K | 0.00% | +635+7.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,171 | $790.0K | 0.00% | +10.0% | Added |
| Janus Henderson Group PLC | 9,261 | $797.0K | 0.00% | +31+0.3% | Added |
| Jane Street Group, LLC | 9,693 | $835.0K | 0.00% | +7,145+280.4% | Added |
| Squarepoint Ops LLC | 9,920 | $854.0K | 0.01% | +1,811+22.3% | Added |
| Farmers & Merchants Investments Inc | 10,000 | $861.0K | 0.04% | 00.0% | Unchanged |
| State of Michigan Retirement System | 10,941 | $942.0K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 10,976 | $945.0K | 0.04% | −172−1.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 10,703 | $969.0K | 0.39% | +10,703 | New |
| Thrivent Financial for Lutherans | 11,302 | $973.0K | 0.00% | +39+0.3% | Added |
| Acadian Asset Management LLC | 11,375 | $979.0K | 0.01% | +8,696+324.6% | Added |
| Mariner, LLC | 11,478 | $988.0K | 0.00% | −131−1.1% | Reduced |
| State of Wisconsin Investment Board | 11,472 | $988.0K | 0.00% | +11,472 | New |
| Louisiana State Employees Retirement System | 11,300 | $1.00M | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 12,099 | $1.04M | 0.04% | −1,218−9.1% | Reduced |
| Oregon Public Employees Retirement Fund | 12,382 | $1.07M | 0.02% | −1,400−10.2% | Reduced |
| Arizona State Retirement System | 12,475 | $1.07M | 0.01% | +56+0.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,913 | $1.11M | 0.00% | +12,913 | New |
| Rafferty Asset Management, LLC | 13,025 | $1.12M | 0.01% | −17,733−57.7% | Reduced |
| PDT Partners, LLC | 13,303 | $1.15M | 0.10% | +13,303 | New |
| Graham Capital Management, L.P. | 13,400 | $1.15M | 0.05% | +912+7.3% | Added |
| Qube Research & Technologies Ltd | 13,777 | $1.19M | 0.01% | +13,777 | New |
| Dean Investment Associates, LLC | 14,318 | $1.23M | 0.24% | −76−0.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,074 | $1.30M | 0.00% | +15,074 | New |
| VELA Investment Management, LLC | 15,091 | $1.30M | 0.74% | +1,248+9.0% | Added |
| Creative Planning | 15,678 | $1.35M | 0.00% | +13+0.1% | Added |
| Paragon Capital Management LLC | 15,778 | $1.36M | 0.80% | 00.0% | Unchanged |
| Jennison Associates LLC | 15,849 | $1.36M | 0.00% | −1,856−10.5% | Reduced |
| Ziegler Capital Management, LLC | 15,974 | $1.38M | 0.06% | +523+3.4% | Added |
| UBS Group AG | 16,121 | $1.39M | 0.00% | −11,065−40.7% | Reduced |
| US Bancorp | 16,320 | $1.41M | 0.00% | −255−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,055 | $1.47M | 0.02% | +1,258+8.0% | Added |
| Nisa Investment Advisors, LLC | 17,325 | $1.49M | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 17,511 | $1.51M | 0.08% | +4,580+35.4% | Added |
| Natixis Advisors, L.P. | 17,547 | $1.51M | 0.01% | +17,547 | New |
| DuPont Capital Management Corp | 17,912 | $1.54M | 0.07% | +16,189+939.6% | Added |
| Ensign Peak Advisors, Inc | 17,930 | $1.54M | 0.00% | −6,550−26.8% | Reduced |
| BNP Paribas Arbitrage, SA | 19,003 | $1.64M | 0.00% | +5,751+43.4% | Added |
| Keeley-Teton Advisors, LLC | 19,343 | $1.67M | 0.21% | −6,084−23.9% | Reduced |
| Price T Rowe Associates Inc | 19,411 | $1.67M | 0.00% | +243+1.3% | Added |
| Public Employees Retirement System of Ohio | 19,830 | $1.71M | 0.01% | +46+0.2% | Added |
| Isthmus Partners, LLC | 19,883 | $1.71M | 0.32% | +284+1.4% | Added |
| First National Bank of Omaha | 20,397 | $1.76M | 0.11% | +100.0% | Added |
| Comerica Bank | 19,808 | $1.76M | 0.01% | −212−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 20,907 | $1.80M | 0.10% | +2,202+11.8% | Added |
| Eaton Vance Management | 21,590 | $1.86M | 0.00% | −215,665−90.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,809 | $1.88M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 22,001 | $1.89M | 0.08% | +7,169+48.3% | Added |
| Meritage Portfolio Management | 22,336 | $1.92M | 0.15% | 00.0% | Unchanged |
| HSBC Holdings PLC | 22,688 | $1.96M | 0.00% | +13,451+145.6% | Added |
| Russell Investments Group, Ltd. | 23,184 | $1.99M | 0.00% | −79−0.3% | Reduced |
| Marshall Wace, LLP | 23,465 | $2.02M | 0.00% | +23,465 | New |
| Yousif Capital Management, LLC | 24,660 | $2.12M | 0.03% | +1,130+4.8% | Added |
| State of New Jersey Common Pension Fund D | 24,916 | $2.15M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 25,508 | $2.20M | 0.02% | +25,508 | New |
| HYA Advisors, Inc | 26,215 | $2.26M | 0.88% | 00.0% | Unchanged |
| Great West Life Assurance Co | 26,491 | $2.28M | 0.01% | +3,055+13.0% | Added |
| SG Americas Securities, LLC | 27,979 | $2.41M | 0.03% | +16,700+148.1% | Added |
| Amalgamated Bank | 28,027 | $2.41M | 0.02% | +461+1.7% | Added |
| Commerce Bank | 29,662 | $2.55M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 30,175 | $2.60M | 0.01% | −4,040−11.8% | Reduced |
| Guggenheim Capital LLC | 30,210 | $2.60M | 0.02% | −11,604−27.8% | Reduced |
| Texas Permanent School Fund | 31,140 | $2.68M | 0.04% | +582+1.9% | Added |
| New York State Common Retirement Fund | 31,442 | $2.71M | 0.00% | −87−0.3% | Reduced |
| Barclays PLC | 33,718 | $2.90M | 0.00% | −43,815−56.5% | Reduced |
| Envestnet Asset Management Inc | 35,400 | $3.05M | 0.00% | −4,450−11.2% | Reduced |
| Cubist Systematic Strategies, LLC | 38,727 | $3.33M | 0.02% | −9,361−19.5% | Reduced |
| State of Tennessee, Treasury Department | 38,818 | $3.34M | 0.02% | 00.0% | Unchanged |
| Credit Suisse AG | 39,323 | $3.39M | 0.00% | −486−1.2% | Reduced |
| Financial Counselors Inc | 39,613 | $3.41M | 0.08% | −582−1.4% | Reduced |
| Bank of Montreal | 38,568 | $3.44M | 0.00% | +32,960+587.7% | Added |
| Assenagon Asset Management S.A. | 42,152 | $3.63M | 0.02% | +26,332+166.4% | Added |
| GHP Investment Advisors, Inc. | 43,296 | $3.73M | 0.28% | +1,942+4.7% | Added |
| Raymond James & Associates | 43,650 | $3.76M | 0.00% | +1,413+3.3% | Added |
| Voloridge Investment Management, LLC | 44,100 | $3.80M | 0.02% | +44,100 | New |
| MetLife Investment Management | 49,575 | $4.27M | 0.03% | −1,022−2.0% | Reduced |
| Wells Fargo & Company | 50,008 | $4.31M | 0.00% | −20,132−28.7% | Reduced |
| Tudor Investment Corp Et Al | 51,160 | $4.41M | 0.13% | +17,622+52.5% | Added |
| Manufacturers Life Insurance Company, The | 51,772 | $4.46M | 0.00% | −715−1.4% | Reduced |
| UBS Asset Management Americas Inc | 53,103 | $4.57M | 0.00% | +446+0.8% | Added |
| Retirement Systems of Alabama | 56,749 | $4.89M | 0.02% | +192+0.3% | Added |
| California State Teachers Retirement System | 58,134 | $5.00M | 0.01% | +279+0.5% | Added |