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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5 | $421 | 0.00% | +5 | New |
| JJJ Advisors Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 23 | $2.00K | 0.00% | +8+53.3% | Added |
| Private Trust Co NA | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $3.00K | 0.00% | +11+55.0% | Added |
| JFS Wealth Advisors, LLC | 43 | $4.00K | 0.00% | +29+207.1% | Added |
| Ellevest, Inc. | 57 | $5.00K | 0.00% | +57 | New |
| Quent Capital, LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 86 | $7.00K | 0.00% | +86 | New |
| Hexagon Capital Partners LLC | 110 | $9.00K | 0.00% | +89+423.8% | Added |
| TCI Wealth Advisors, Inc. | 116 | $10.0K | 0.00% | +4+3.6% | Added |
| FinTrust Capital Advisors, LLC | 109 | $10.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $10.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $11.0K | 0.00% | −100−43.9% | Reduced |
| Fifth Third Bancorp | 131 | $11.0K | 0.00% | +1+0.8% | Added |
| Lindbrook Capital, LLC | 130 | $11.0K | 0.00% | −2−1.5% | Reduced |
| Covestor Ltd | 129 | $11.0K | 0.01% | −2−1.5% | Reduced |
| American Portfolios Advisors | 188 | $15.9K | 0.00% | +188 | New |
| Harvest Fund Management Co., Ltd | 197 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 237 | $19.0K | 0.00% | −47−16.5% | Reduced |
| Geneos Wealth Management Inc. | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 304 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $25.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 314 | $26.0K | 0.00% | −19−5.7% | Reduced |
| Quadrant Capital Group LLC | 370 | $31.0K | 0.00% | +124+50.4% | Added |
| Signaturefd, LLC | 406 | $34.0K | 0.00% | −4−1.0% | Reduced |
| Bartlett & Co. LLC | 449 | $38.0K | 0.00% | +411+1,081.6% | Added |
| Bartlett & Co. Wealth Management LLC | 449 | $38.0K | 0.00% | +411+1,081.6% | Added |
| MBM Wealth Consultants, LLC | 514 | $45.0K | 0.02% | −21,416−97.7% | Reduced |
| Pinebridge Investments, L.P. | 591 | $50.0K | 0.00% | +63+11.9% | Added |
| Picton Mahoney Asset Management | 762 | $64.0K | 0.00% | −260−25.4% | Reduced |
| Meeder Asset Management Inc | 807 | $68.0K | 0.00% | −13−1.6% | Reduced |
| PEAK6 Investments LLC | 1,094 | $92.0K | 0.00% | +1,094 | New |
| Parallel Advisors, LLC | 1,107 | $93.0K | 0.00% | +546+97.3% | Added |
| Macquarie Group Ltd | 492 | $113.0K | 0.00% | −853−63.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,579 | $133.0K | 0.00% | +595+60.5% | Added |
| Heritage Wealth Management, LLC | 1,761 | $148.0K | 0.05% | +58+3.4% | Added |
| Advisor Group Holdings, Inc. | 1,833 | $154.0K | 0.00% | +505+38.0% | Added |
| Allworth Financial LP | 2,175 | $183.0K | 0.00% | +2,173+108,650.0% | Added |
| Shelton Capital Management | 2,395 | $202.0K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,397 | $203.0K | 0.00% | +63+2.7% | Added |
| CWM Advisors, LLC | 2,452 | $207.0K | 0.03% | −15−0.6% | Reduced |
| CWM, LLC | 2,525 | $213.0K | 0.00% | +89+3.7% | Added |
| Engineers Gate Manager LP | 2,562 | $216.0K | 0.01% | −2,248−46.7% | Reduced |
| Metropolitan Life Insurance Co | 2,603 | $219.4K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,616 | $221.0K | 0.01% | +2,616 | New |
| Quantamental Technologies LLC | 2,686 | $226.0K | 0.09% | +2,686 | New |
| Acadian Asset Management LLC | 2,790 | $233.0K | 0.00% | −8,585−75.5% | Reduced |
| HighTower Advisors, LLC | 2,729 | $233.0K | 0.00% | +2+0.1% | Added |
| Quantbot Technologies LP | 2,840 | $239.0K | 0.02% | +2,840 | New |
| Pitcairn Co | 2,883 | $243.0K | 0.03% | −24−0.8% | Reduced |
| Pictet Asset Management SA | 2,999 | $253.0K | 0.00% | +168+5.9% | Added |
| Trexquant Investment LP | 3,004 | $253.0K | 0.01% | +3,004 | New |
| Profund Advisors LLC | 3,017 | $254.0K | 0.02% | +89+3.0% | Added |
| Cetera Advisor Networks LLC | 3,008 | $254.0K | 0.00% | +3,008 | New |
| Kornitzer Capital Management Inc | 3,030 | $255.0K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,027 | $255.0K | 0.01% | +3,027 | New |
| High Net Worth Advisory Group LLC | 3,100 | $261.0K | 0.11% | −4,364−58.5% | Reduced |
| Vise Technologies, Inc. | 3,112 | $262.0K | 0.10% | +3,112 | New |
| KBC Group NV | 3,295 | $278.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,363 | $283.0K | 0.01% | +133+4.1% | Added |
| Money Concepts Capital Corp | 3,401 | $287.0K | 0.02% | +3,401 | New |
| Regions Financial Corp | 3,435 | $289.0K | 0.00% | +3,435 | New |
| Ethic Inc. | 3,488 | $294.0K | 0.02% | −1,693−32.7% | Reduced |
| LPL Financial LLC | 3,503 | $295.0K | 0.00% | +10.0% | Added |
| Alps Advisors Inc | 3,602 | $304.0K | 0.00% | +3,602 | New |
| Old National Bancorp | 3,681 | $310.0K | 0.01% | +85+2.4% | Added |
| XTX Topco Ltd | 3,865 | $326.0K | 0.08% | +3,865 | New |
| Robeco Institutional Asset Management B.V. | 3,871 | $327.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3,917 | $330.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,970 | $335.0K | 0.01% | +111+2.9% | Added |
| STRS Ohio | 4,000 | $337.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $337.0K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,000 | $337.0K | 0.00% | +1,366+51.9% | Added |
| Fortitude Advisory Group L.L.C. | 4,273 | $360.0K | 0.35% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,325 | $364.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,432 | $374.0K | 0.04% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,485 | $378.0K | 0.06% | 00.0% | Unchanged |
| Country Club Bank | 4,445 | $379.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,589 | $386.0K | 0.02% | +1,289+39.1% | Added |
| The PNC Financial Services Group, Inc. | 4,765 | $401.0K | 0.00% | −44−0.9% | Reduced |
| New York Life Investment Management LLC | 5,181 | $437.0K | 0.01% | +381+7.9% | Added |
| MQS Management LLC | 5,423 | $457.0K | 0.30% | +5,423 | New |
| Prudential Financial Inc | 5,500 | $468.0K | 0.00% | +45+0.8% | Added |
| United Capital Management of KS, Inc. | 5,634 | $475.0K | 0.22% | +10.0% | Added |
| Martingale Asset Management L P | 5,617 | $475.0K | 0.01% | +111+2.0% | Added |
| DekaBank Deutsche Girozentrale | 5,648 | $476.0K | 0.00% | +5,648 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,693 | $480.0K | 0.00% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 5,730 | $483.0K | 0.03% | +69+1.2% | Added |
| State of Alaska, Department of Revenue | 6,035 | $508.0K | 0.01% | −155−2.5% | Reduced |
| Voloridge Investment Management, LLC | 6,188 | $522.0K | 0.00% | −37,912−86.0% | Reduced |