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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 2,634 | $226.0K | 0.00% | +6+0.2% | Added |
| Metropolitan Life Insurance Co | 2,603 | $224.1K | 0.01% | −130−4.8% | Reduced |
| Algert Global LLC | 2,515 | $217.0K | 0.02% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 2,500 | $215.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 2,436 | $210.0K | 0.00% | +1,882+339.7% | Added |
| Shelton Capital Management | 2,395 | $206.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,372 | $204.0K | 0.01% | +2,372 | New |
| Walleye Capital LLC | 2,349 | $202.0K | 0.01% | +2,349 | New |
| Franklin Resources Inc | 2,334 | $201.0K | 0.00% | +137+6.2% | Added |
| Public Employees Retirement Association of Colorado | 2,075 | $179.0K | 0.00% | −4,627−69.0% | Reduced |
| Heritage Wealth Management, LLC | 1,703 | $146.6K | 0.05% | +186+12.3% | Added |
| Macquarie Group Ltd | 1,345 | $116.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,328 | $115.0K | 0.00% | −82−5.8% | Reduced |
| US Asset Management LLC | 1,317 | $113.0K | 0.12% | +28+2.2% | Added |
| Captrust Financial Advisors | 1,026 | $89.0K | 0.00% | +453+79.1% | Added |
| Picton Mahoney Asset Management | 1,022 | $88.0K | 0.00% | +1,022 | New |
| Rockefeller Capital Management L.P. | 984 | $84.0K | 0.00% | +229+30.3% | Added |
| Meeder Asset Management Inc | 820 | $70.0K | 0.00% | +22+2.8% | Added |
| Parallel Advisors, LLC | 561 | $48.0K | 0.00% | +156+38.5% | Added |
| Pinebridge Investments, L.P. | 528 | $45.0K | 0.00% | +428+428.0% | Added |
| Signaturefd, LLC | 410 | $35.0K | 0.00% | +94+29.7% | Added |
| Ci Investments Inc. | 333 | $29.0K | 0.00% | −254−43.3% | Reduced |
| Lazard Asset Management LLC | 304 | $26.0K | 0.00% | +304 | New |
| Nomura Asset Management Co Ltd | 300 | $25.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 284 | $24.0K | 0.00% | +284 | New |
| 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 |
| Northwestern Mutual Wealth Management Co | 228 | $20.0K | 0.00% | +97+74.0% | Added |
| Harvest Fund Management Co., Ltd | 197 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $16.0K | 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 |
| WR Wealth Planners, LLC | 119 | $10.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Concord Wealth Partners | 103 | $9.00K | 0.00% | +3+3.0% | Added |
| Aquatic Capital Management LLC | 100 | $9.00K | 0.00% | +100 | New |
| Quent Capital, LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $4.00K | 0.00% | +41 | New |
| Venture Visionary Partners LLC | 45 | $3.87K | 0.00% | +45 | New |
| Bartlett & Co. Wealth Management LLC | 38 | $3.29K | 0.00% | +38 | New |
| Bartlett & Co. LLC | 38 | $3.00K | 0.00% | +38 | 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 |
| 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 |
| 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 |
| 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 |