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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 60,368 | $5.20M | 0.01% | +1,136+1.9% | Added |
| Mackenzie Financial Corp | 62,190 | $5.36M | 0.01% | +2,120+3.5% | Added |
| D. E. Shaw & Co., Inc. | 64,576 | $5.56M | 0.01% | +13,752+27.1% | Added |
| Deutsche Bank AG | 72,410 | $6.24M | 0.00% | −3,303−4.4% | Reduced |
| Eagle Asset Management Inc | 72,787 | $6.27M | 0.04% | −155−0.2% | Reduced |
| New York State Teachers Retirement System | 75,012 | $6.46M | 0.02% | 00.0% | Unchanged |
| Congress Asset Management Co | 76,409 | $6.58M | 0.06% | −120−0.2% | Reduced |
| First Trust Advisors LP | 82,015 | $7.06M | 0.01% | −15,731−16.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 88,377 | $7.61M | 0.06% | −6,924−7.3% | Reduced |
| American International Group, Inc. | 91,337 | $7.86M | 0.05% | −2,977−3.2% | Reduced |
| California Public Employees Retirement System | 98,216 | $8.46M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 99,383 | $8.56M | 0.02% | +7,648+8.3% | Added |
| Alliancebernstein L.P. | 101,489 | $8.74M | 0.00% | −3,313−3.2% | Reduced |
| Legal & General Group Plc | 102,724 | $8.85M | 0.00% | −2,306−2.2% | Reduced |
| Gillson Capital LP | 104,066 | $8.96M | 0.87% | −63,555−37.9% | Reduced |
| Swiss National Bank | 108,600 | $9.35M | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 110,661 | $9.53M | 0.95% | −3,679−3.2% | Reduced |
| Royce & Associates LP | 110,707 | $9.53M | 0.10% | −2,189−1.9% | Reduced |
| Mutual of America Capital Management LLC | 111,619 | $9.61M | 0.12% | −4,689−4.0% | Reduced |
| Renaissance Technologies LLC | 115,700 | $9.96M | 0.01% | +115,700 | New |
| Brandywine Global Investment Management, LLC | 124,002 | $10.7M | 0.09% | −6,490−5.0% | Reduced |
| Morgan Stanley | 126,611 | $10.9M | 0.00% | +41,890+49.4% | Added |
| Third Avenue Management LLC | 128,952 | $11.1M | 1.98% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 144,174 | $12.4M | 0.50% | −4,217−2.8% | Reduced |
| Frontier Wealth Management LLC | 145,827 | $12.6M | 0.91% | −173−0.1% | Reduced |
| Rhumbline Advisers | 150,649 | $13.0M | 0.02% | +11,537+8.3% | Added |
| Man Group plc | – | $13.4M | 0.06% | – | – |
| Principal Financial Group Inc | 167,468 | $14.4M | 0.01% | −23,360−12.2% | Reduced |
| Millennium Management LLC | 171,354 | $14.8M | 0.02% | +12,650+8.0% | Added |
| SEI Investments Co | 176,445 | $15.2M | 0.03% | +59,393+50.7% | Added |
| Nuveen Asset Management, LLC | 182,653 | $15.7M | 0.01% | +1,344+0.7% | Added |
| Invesco Ltd. | 192,511 | $16.6M | 0.01% | −7,716−3.9% | Reduced |
| AQR Capital Management LLC | 214,875 | $18.2M | 0.04% | −78,856−26.8% | Reduced |
| ProShare Advisors LLC | 260,673 | $22.4M | 0.07% | +28,987+12.5% | Added |
| Bank of America Corp | 305,017 | $26.3M | 0.00% | −58,846−16.2% | Reduced |
| Fisher Asset Management, LLC | 350,904 | $30.2M | 0.02% | +99,155+39.4% | Added |
| Norges Bank | 370,361 | $31.9M | 0.01% | −31,327−7.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 389,702 | $33.6M | 0.35% | +11,417+3.0% | Added |
| JPMorgan Chase & Co | 420,688 | $36.2M | 0.01% | +78,811+23.1% | Added |
| Global Alpha Capital Management Ltd. | 428,032 | $36.9M | 3.98% | −42,100−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 429,168 | $37.0M | 0.01% | +3,242+0.8% | Added |
| Goldman Sachs Group Inc | 462,357 | $39.8M | 0.01% | +236,176+104.4% | Added |
| Nuance Investments, LLC | 485,197 | $41.8M | 0.83% | +43,007+9.7% | Added |
| Brown Advisory Inc | 533,622 | $45.9M | 0.09% | −9,643−1.8% | Reduced |
| Ameriprise Financial Inc | 614,768 | $52.9M | 0.02% | −12,947−2.1% | Reduced |
| Bank of New York Mellon Corp | 684,966 | $59.0M | 0.01% | −89,283−11.5% | Reduced |
| Massachusetts Financial Services Co | 711,645 | $61.3M | 0.02% | −32,447−4.4% | Reduced |
| FMR LLC | 738,234 | $63.6M | 0.01% | −40,959−5.3% | Reduced |
| Northern Trust Corp | 775,996 | $66.8M | 0.01% | −31,133−3.9% | Reduced |
| Geode Capital Management, LLC | 803,189 | $69.2M | 0.01% | −2,293−0.3% | Reduced |
| Boston Trust Walden Corp | 835,500 | $71.9M | 0.68% | +12,904+1.6% | Added |
| Wellington Management Group LLP | 872,574 | $75.1M | 0.02% | −37,614−4.1% | Reduced |
| Dimensional Fund Advisors LP | 1,074,006 | $92.5M | 0.03% | +11,687+1.1% | Added |
| Champlain Investment Partners, LLC | 1,288,035 | $110.9M | 0.72% | −47,510−3.6% | Reduced |
| Victory Capital Management Inc | 1,522,544 | $131.1M | 0.15% | +31,443+2.1% | Added |
| American Century Companies Inc | 1,679,002 | $144.6M | 0.12% | +378,781+29.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,685,019 | $145.1M | 0.24% | +1,043+0.1% | Added |
| State Street Corp | 3,697,413 | $319.8M | 0.02% | −10,732−0.3% | Reduced |
| Vanguard Group Inc | 4,182,064 | $360.1M | 0.01% | −129,173−3.0% | Reduced |
| BlackRock Inc. | 5,349,993 | $460.6M | 0.01% | +185,756+3.6% | Added |
| Umb Bank N A | 5,813,535 | $500.5M | 7.79% | −7,134−0.1% | Reduced |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −21,850−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −19,455−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −104,162−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,348−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,032−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,218−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Parkside Investments, LLC | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |