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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q3 2022
Institutional positions in Umb Financial Corp as of Sep 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
- 271
- +15 vs. Q2 2022
- Shares held
- 42.7M
- +43.5K (+0.1%) vs. Q2 2022
- Total value
- $3.60B
- −$85.2M (−2.3%) vs. Q2 2022
- New holders
- 32
- 113 more added
- Sold out
- 17
- 86 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 483 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 5,737,728 | $483.6M | 8.16% | −75,807−1.3% | Reduced |
| BlackRock Inc. | 5,316,485 | $448.1M | 0.02% | −33,508−0.6% | Reduced |
| Vanguard Group Inc | 4,356,268 | $367.2M | 0.01% | +174,204+4.2% | Added |
| State Street Corp | 3,689,244 | $312.3M | 0.02% | −8,169−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,679,571 | $141.6M | 0.25% | −5,448−0.3% | Reduced |
| American Century Companies Inc | 1,629,937 | $137.4M | 0.12% | −49,065−2.9% | Reduced |
| Victory Capital Management Inc | 1,545,445 | $130.3M | 0.15% | +22,901+1.5% | Added |
| Champlain Investment Partners, LLC | 1,275,515 | $107.5M | 0.73% | −12,520−1.0% | Reduced |
| Dimensional Fund Advisors LP | 1,084,657 | $91.4M | 0.04% | +10,651+1.0% | Added |
| Boston Trust Walden Corp | 1,017,004 | $85.7M | 0.85% | +181,504+21.7% | Added |
| Wellington Management Group LLP | 820,590 | $69.2M | 0.01% | −51,984−6.0% | Reduced |
| Geode Capital Management, LLC | 813,320 | $68.6M | 0.01% | +10,131+1.3% | Added |
| Massachusetts Financial Services Co | 724,617 | $61.1M | 0.02% | +12,972+1.8% | Added |
| FMR LLC | 701,645 | $59.1M | 0.01% | −36,589−5.0% | Reduced |
| Ameriprise Financial Inc | 681,153 | $57.4M | 0.02% | +66,385+10.8% | Added |
| Bank of New York Mellon Corp | 680,612 | $57.4M | 0.01% | −4,354−0.6% | Reduced |
| Northern Trust Corp | 562,010 | $47.4M | 0.01% | −213,986−27.6% | Reduced |
| Brown Advisory Inc | 529,103 | $44.6M | 0.09% | −4,519−0.8% | Reduced |
| Nuance Investments, LLC | 486,137 | $41.0M | 0.91% | +940+0.2% | Added |
| Global Alpha Capital Management Ltd. | 484,632 | $40.9M | 4.08% | +56,600+13.2% | Added |
| Charles Schwab Investment Management Inc | 462,089 | $39.0M | 0.01% | +32,921+7.7% | Added |
| Norges Bank | 411,251 | $34.7M | 0.01% | +40,890+11.0% | Added |
| Goldman Sachs Group Inc | 394,939 | $33.3M | 0.01% | −67,418−14.6% | Reduced |
| JPMorgan Chase & Co | 352,015 | $29.7M | 0.00% | −68,673−16.3% | Reduced |
| Fisher Asset Management, LLC | 347,069 | $29.3M | 0.02% | −3,835−1.1% | Reduced |
| Millennium Management LLC | 305,546 | $25.8M | 0.03% | +134,192+78.3% | Added |
| ProShare Advisors LLC | 299,661 | $25.3M | 0.10% | +38,988+15.0% | Added |
| Bank of America Corp | 270,787 | $22.8M | 0.00% | −34,230−11.2% | Reduced |
| AQR Capital Management LLC | 184,235 | $15.5M | 0.04% | −30,640−14.3% | Reduced |
| Nuveen Asset Management, LLC | 178,670 | $15.1M | 0.01% | −3,983−2.2% | Reduced |
| Principal Financial Group Inc | 169,240 | $14.3M | 0.01% | +1,772+1.1% | Added |
| SEI Investments Co | 168,643 | $14.2M | 0.03% | −7,802−4.4% | Reduced |
| Morgan Stanley | 159,933 | $13.5M | 0.00% | +33,322+26.3% | Added |
| Rhumbline Advisers | 155,710 | $13.1M | 0.02% | +5,061+3.4% | Added |
| Voya Investment Management LLC | 145,709 | $12.3M | 0.01% | +46,326+46.6% | Added |
| Renaissance Technologies LLC | 145,300 | $12.2M | 0.02% | +29,600+25.6% | Added |
| Chartwell Investment Partners, LLC | 141,776 | $11.9M | 0.51% | −2,398−1.7% | Reduced |
| Invesco Ltd. | 135,398 | $11.4M | 0.00% | −57,113−29.7% | Reduced |
| Brandywine Global Investment Management, LLC | 133,000 | $11.2M | 0.10% | +8,998+7.3% | Added |
| Man Group plc | 132,791 | $11.2M | 0.05% | – | – |
| Third Avenue Management LLC | 128,952 | $10.9M | 2.14% | 00.0% | Unchanged |
| Captrust Financial Advisors | 122,109 | $10.3M | 0.06% | +121,083+11,801.5% | Added |
| Mutual of America Capital Management LLC | 111,131 | $9.37M | 0.13% | −488−0.4% | Reduced |
| Tributary Capital Management, LLC | 110,821 | $9.34M | 0.98% | +160+0.1% | Added |
| Royce & Associates LP | 110,702 | $9.33M | 0.11% | −50.0% | Reduced |
| Swiss National Bank | 109,000 | $9.19M | 0.01% | +400+0.4% | Added |
| California Public Employees Retirement System | 104,113 | $8.78M | 0.01% | +5,897+6.0% | Added |
| Alliancebernstein L.P. | 101,211 | $8.53M | 0.00% | −278−0.3% | Reduced |
| Legal & General Group Plc | 96,791 | $8.16M | 0.00% | −5,933−5.8% | Reduced |
| First Trust Advisors LP | 91,664 | $7.73M | 0.01% | +9,649+11.8% | Added |
| American International Group, Inc. | 89,058 | $7.51M | 0.05% | −2,279−2.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 86,481 | $7.29M | 0.06% | −1,896−2.1% | Reduced |
| New York State Teachers Retirement System | 79,112 | $6.67M | 0.02% | +4,100+5.5% | Added |
| Congress Asset Management Co | 77,278 | $6.51M | 0.07% | +869+1.1% | Added |
| Eagle Asset Management Inc | 72,762 | $6.13M | 0.04% | −250.0% | Reduced |
| Deutsche Bank AG | 68,108 | $5.74M | 0.00% | −4,302−5.9% | Reduced |
| Mackenzie Financial Corp | 65,238 | $5.50M | 0.01% | +3,048+4.9% | Added |
| Tudor Investment Corp Et Al | 63,507 | $5.35M | 0.13% | +12,347+24.1% | Added |
| Putnam Investments LLC | 60,090 | $5.07M | 0.01% | −278−0.5% | Reduced |
| California State Teachers Retirement System | 56,959 | $4.80M | 0.01% | −1,175−2.0% | Reduced |
| Retirement Systems of Alabama | 56,917 | $4.80M | 0.02% | +168+0.3% | Added |
| Cubist Systematic Strategies, LLC | 56,268 | $4.74M | 0.04% | +17,541+45.3% | Added |
| D. E. Shaw & Co., Inc. | 55,353 | $4.67M | 0.01% | −9,223−14.3% | Reduced |
| Manufacturers Life Insurance Company, The | 50,714 | $4.27M | 0.00% | −1,058−2.0% | Reduced |
| MetLife Investment Management | 50,465 | $4.25M | 0.04% | +890+1.8% | Added |
| Wells Fargo & Company | 48,107 | $4.05M | 0.00% | −1,901−3.8% | Reduced |
| State of Tennessee, Treasury Department | 47,885 | $4.04M | 0.02% | +9,067+23.4% | Added |
| ExodusPoint Capital Management, LP | 46,518 | $3.92M | 0.05% | +40,602+686.3% | Added |
| UBS Asset Management Americas Inc | 44,469 | $3.75M | 0.00% | −8,634−16.3% | Reduced |
| GHP Investment Advisors, Inc. | 43,825 | $3.69M | 0.28% | +529+1.2% | Added |
| Raymond James & Associates | 41,855 | $3.53M | 0.00% | −1,795−4.1% | Reduced |
| Credit Suisse AG | 39,299 | $3.31M | 0.00% | −24−0.1% | Reduced |
| Financial Counselors Inc | 39,248 | $3.31M | 0.08% | −365−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 37,968 | $3.20M | 0.19% | +17,061+81.6% | Added |
| Barclays PLC | 37,677 | $3.17M | 0.00% | +3,959+11.7% | Added |
| Envestnet Asset Management Inc | 37,030 | $3.12M | 0.00% | +1,630+4.6% | Added |
| New York State Common Retirement Fund | 31,823 | $2.68M | 0.00% | +381+1.2% | Added |
| Texas Permanent School Fund | 31,269 | $2.64M | 0.04% | +129+0.4% | Added |
| Great West Life Assurance Co | 29,145 | $2.46M | 0.01% | +2,654+10.0% | Added |
| Commerce Bank | 29,062 | $2.45M | 0.02% | −600−2.0% | Reduced |
| Amalgamated Bank | 28,907 | $2.44M | 0.02% | +880+3.1% | Added |
| Los Angeles Capital Management LLC | 28,127 | $2.37M | 0.01% | +23,044+453.4% | Added |
| Globeflex Capital L P | 28,116 | $2.37M | 0.41% | +28,116 | New |
| Guggenheim Capital LLC | 27,833 | $2.35M | 0.02% | −2,377−7.9% | Reduced |
| BNP Paribas Arbitrage, SA | 27,589 | $2.33M | 0.01% | +8,586+45.2% | Added |
| Mercer Global Advisors Inc | 26,539 | $2.24M | 0.01% | +26,539 | New |
| HRT Financial LP | 26,538 | $2.24M | 0.02% | +1,030+4.0% | Added |
| State of New Jersey Common Pension Fund D | 26,261 | $2.21M | 0.01% | +1,345+5.4% | Added |
| Russell Investments Group, Ltd. | 24,415 | $2.06M | 0.00% | +1,231+5.3% | Added |
| Hancock Whitney Corp | 23,719 | $2.00M | 0.09% | +11,620+96.0% | Added |
| Eaton Vance Management | 23,524 | $1.98M | 0.00% | +1,934+9.0% | Added |
| Ameritas Investment Partners, Inc. | 23,299 | $1.96M | 0.09% | +1,298+5.9% | Added |
| Yousif Capital Management, LLC | 22,718 | $1.92M | 0.03% | −1,942−7.9% | Reduced |
| Meritage Portfolio Management | 22,336 | $1.88M | 0.16% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 22,240 | $1.88M | 0.00% | +2,829+14.6% | Added |
| Isthmus Partners, LLC | 20,979 | $1.77M | 0.30% | +1,096+5.5% | Added |
| Federation des caisses Desjardins du Quebec | 20,909 | $1.76M | 0.02% | −900−4.1% | Reduced |
| Winton Group Ltd | 20,729 | $1.75M | 0.11% | +3,218+18.4% | Added |
| First National Bank of Omaha | 20,677 | $1.74M | 0.11% | +280+1.4% | Added |
| Comerica Bank | 19,638 | $1.74M | 0.01% | −170−0.9% | Reduced |