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 |
|---|---|---|---|---|---|
| Comerica Bank | 19,808 | $1.76M | 0.01% | −212−1.1% | Reduced |
| Isthmus Partners, LLC | 19,883 | $1.71M | 0.32% | +284+1.4% | Added |
| Public Employees Retirement System of Ohio | 19,830 | $1.71M | 0.01% | +46+0.2% | Added |
| Price T Rowe Associates Inc | 19,411 | $1.67M | 0.00% | +243+1.3% | Added |
| Keeley-Teton Advisors, LLC | 19,343 | $1.67M | 0.21% | −6,084−23.9% | Reduced |
| BNP Paribas Arbitrage, SA | 19,003 | $1.64M | 0.00% | +5,751+43.4% | Added |
| Ensign Peak Advisors, Inc | 17,930 | $1.54M | 0.00% | −6,550−26.8% | Reduced |
| DuPont Capital Management Corp | 17,912 | $1.54M | 0.07% | +16,189+939.6% | Added |
| Natixis Advisors, L.P. | 17,547 | $1.51M | 0.01% | +17,547 | New |
| Winton Group Ltd | 17,511 | $1.51M | 0.08% | +4,580+35.4% | Added |
| Nisa Investment Advisors, LLC | 17,325 | $1.49M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,055 | $1.47M | 0.02% | +1,258+8.0% | Added |
| US Bancorp | 16,320 | $1.41M | 0.00% | −255−1.5% | Reduced |
| UBS Group AG | 16,121 | $1.39M | 0.00% | −11,065−40.7% | Reduced |
| Ziegler Capital Management, LLC | 15,974 | $1.38M | 0.06% | +523+3.4% | Added |
| Jennison Associates LLC | 15,849 | $1.36M | 0.00% | −1,856−10.5% | Reduced |
| Paragon Capital Management LLC | 15,778 | $1.36M | 0.80% | 00.0% | Unchanged |
| Creative Planning | 15,678 | $1.35M | 0.00% | +13+0.1% | Added |
| VELA Investment Management, LLC | 15,091 | $1.30M | 0.74% | +1,248+9.0% | Added |
| Arrowstreet Capital, Limited Partnership | 15,074 | $1.30M | 0.00% | +15,074 | New |
| Dean Investment Associates, LLC | 14,318 | $1.23M | 0.24% | −76−0.5% | Reduced |
| Qube Research & Technologies Ltd | 13,777 | $1.19M | 0.01% | +13,777 | New |
| Graham Capital Management, L.P. | 13,400 | $1.15M | 0.05% | +912+7.3% | Added |
| PDT Partners, LLC | 13,303 | $1.15M | 0.10% | +13,303 | New |
| Rafferty Asset Management, LLC | 13,025 | $1.12M | 0.01% | −17,733−57.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,913 | $1.11M | 0.00% | +12,913 | New |
| Arizona State Retirement System | 12,475 | $1.07M | 0.01% | +56+0.5% | Added |
| Oregon Public Employees Retirement Fund | 12,382 | $1.07M | 0.02% | −1,400−10.2% | Reduced |
| Hancock Whitney Corp | 12,099 | $1.04M | 0.04% | −1,218−9.1% | Reduced |
| Louisiana State Employees Retirement System | 11,300 | $1.00M | 0.03% | 00.0% | Unchanged |
| 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 |
| Acadian Asset Management LLC | 11,375 | $979.0K | 0.01% | +8,696+324.6% | Added |
| Thrivent Financial for Lutherans | 11,302 | $973.0K | 0.00% | +39+0.3% | Added |
| Jackson Creek Investment Advisors LLC | 10,703 | $969.0K | 0.39% | +10,703 | New |
| AMG National Trust Bank | 10,976 | $945.0K | 0.04% | −172−1.5% | Reduced |
| State of Michigan Retirement System | 10,941 | $942.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10,000 | $861.0K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,920 | $854.0K | 0.01% | +1,811+22.3% | Added |
| Jane Street Group, LLC | 9,693 | $835.0K | 0.00% | +7,145+280.4% | Added |
| Janus Henderson Group PLC | 9,261 | $797.0K | 0.00% | +31+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,171 | $790.0K | 0.00% | +10.0% | Added |
| Keybank National Association | 8,910 | $767.0K | 0.00% | +635+7.7% | Added |
| Ergoteles LLC | 8,523 | $734.0K | 0.02% | +3,128+58.0% | Added |
| Vident Investment Advisory, LLC | 8,414 | $724.0K | 0.02% | +5,927+238.3% | Added |
| Gsa Capital Partners LLP | 8,349 | $719.0K | 0.11% | −12,066−59.1% | Reduced |
| Pathstone Family Office, LLC | 8,236 | $712.2K | 0.02% | −254−3.0% | Reduced |
| Royal Bank of Canada | 8,070 | $694.0K | 0.00% | −756−8.6% | Reduced |
| AXA S.A. | 7,800 | $671.6K | 0.00% | +7,800 | New |
| Diversified Trust Co | 7,775 | $669.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 7,644 | $658.0K | 0.01% | −245−3.1% | Reduced |
| High Net Worth Advisory Group LLC | 7,464 | $643.0K | 0.27% | +7,464 | New |
| Federated Hermes, Inc. | 7,446 | $642.0K | 0.00% | −57−0.8% | Reduced |
| Teacher Retirement System of Texas | 7,332 | $631.0K | 0.00% | −2,093−22.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,210 | $621.0K | 0.01% | +51+0.7% | Added |
| Kavar Capital Partners Group, LLC | 7,102 | $611.0K | 0.14% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 7,076 | $609.0K | 0.00% | −2,506−26.2% | Reduced |
| Financial Advisory Service, Inc. | 7,016 | $604.0K | 0.06% | +2,211+46.0% | Added |
| New Mexico Educational Retirement Board | 6,800 | $585.0K | 0.03% | −2,200−24.4% | Reduced |
| Xponance, Inc. | 6,759 | $582.0K | 0.01% | +429+6.8% | Added |
| Handelsbanken Fonder AB | 6,430 | $554.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 6,190 | $532.0K | 0.01% | +35+0.6% | Added |
| Citigroup Inc | 6,111 | $526.0K | 0.00% | +270+4.6% | Added |
| ExodusPoint Capital Management, LP | 5,916 | $509.0K | 0.01% | +3,545+149.5% | Added |
| Citadel Advisors LLC | 5,693 | $491.0K | 0.00% | −59,295−91.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,693 | $490.0K | 0.00% | −610−9.7% | Reduced |
| Tandem Investment Advisors, Inc. | 5,661 | $487.0K | 0.03% | +101+1.8% | Added |
| United Capital Management of KS, Inc. | 5,633 | $485.0K | 0.23% | 00.0% | Unchanged |
| Martingale Asset Management L P | 5,506 | $475.0K | 0.01% | −6,139−52.7% | Reduced |
| Prudential Financial Inc | 5,455 | $472.0K | 0.00% | −340−5.9% | Reduced |
| Ethic Inc. | 5,181 | $446.0K | 0.03% | +5,181 | New |
| Los Angeles Capital Management LLC | 5,083 | $438.0K | 0.00% | +5,083 | 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 |
| New York Life Investment Management LLC | 4,800 | $413.0K | 0.00% | +4,800 | New |
| Papp L Roy & Associates | 4,485 | $386.0K | 0.06% | 00.0% | Unchanged |
| Country Club Bank | 4,445 | $385.0K | 0.04% | −230−4.9% | Reduced |
| Atwood & Palmer Inc | 4,432 | $382.0K | 0.04% | −2,462−35.7% | Reduced |
| Teza Capital Management LLC | 4,346 | $374.0K | 0.14% | +4,346 | New |
| BKD Wealth Advisors, LLC | 4,325 | $373.0K | 0.02% | 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 |
| 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 |
| Central Trust Co | 3,917 | $337.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,871 | $333.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,859 | $332.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 3,688 | $318.0K | 0.01% | +3,688 | New |
| Confluence Wealth Services, Inc. | 3,300 | $315.0K | 0.14% | 00.0% | Unchanged |
| Old National Bancorp | 3,596 | $310.0K | 0.01% | +3,596 | New |
| LPL Financial LLC | 3,502 | $302.0K | 0.00% | −216−5.8% | 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 |
| Crossmark Global Holdings, Inc. | 3,230 | $278.0K | 0.01% | −270−7.7% | Reduced |
| Kornitzer Capital Management Inc | 3,030 | $261.0K | 0.01% | −200−6.2% | Reduced |
| Profund Advisors LLC | 2,928 | $252.0K | 0.02% | −874−23.0% | Reduced |
| Pitcairn Co | 2,907 | $250.0K | 0.03% | −109−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,893 | $249.0K | 0.01% | +1,988+219.7% | Added |
| Pictet Asset Management SA | 2,831 | $244.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,727 | $237.0K | 0.00% | −5−0.2% | Reduced |