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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 6,260 | $527.7K | 0.05% | +6,260 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,279 | $529.0K | 0.01% | −931−12.9% | Reduced |
| Handelsbanken Fonder AB | 6,430 | $542.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,713 | $566.0K | 0.01% | +6,713 | New |
| Xponance, Inc. | 6,772 | $571.0K | 0.01% | +13+0.2% | Added |
| New Mexico Educational Retirement Board | 6,800 | $573.0K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 6,454 | $574.0K | 0.00% | −32,114−83.3% | Reduced |
| Federated Hermes, Inc. | 7,005 | $590.0K | 0.00% | −441−5.9% | Reduced |
| Financial Advisory Service, Inc. | 7,028 | $592.0K | 0.07% | +12+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 7,032 | $593.0K | 0.13% | +7,032 | New |
| DuPont Capital Management Corp | 7,072 | $596.0K | 0.04% | −10,840−60.5% | Reduced |
| Gsa Capital Partners LLP | 7,104 | $599.0K | 0.08% | −1,245−14.9% | Reduced |
| Kavar Capital Partners Group, LLC | 7,102 | $599.0K | 0.15% | 00.0% | Unchanged |
| AXA S.A. | 7,200 | $606.9K | 0.00% | −600−7.7% | Reduced |
| State Board of Administration of Florida Retirement System | 7,231 | $610.0K | 0.00% | −22,944−76.0% | Reduced |
| Verition Fund Management LLC | 7,320 | $617.0K | 0.01% | +7,320 | New |
| Bailard, Inc. | 7,413 | $625.0K | 0.03% | +3,725+101.0% | Added |
| AE Wealth Management LLC | 7,582 | $639.0K | 0.01% | −62−0.8% | Reduced |
| Jane Street Group, LLC | 7,634 | $643.0K | 0.00% | −2,059−21.2% | Reduced |
| UBS Group AG | 7,864 | $663.0K | 0.00% | −8,257−51.2% | Reduced |
| Pathstone Family Office, LLC | 7,904 | $669.1K | 0.01% | −332−4.0% | Reduced |
| Lido Advisors, LLC | 8,266 | $696.0K | 0.01% | +8,266 | New |
| Public Employees Retirement Association of Colorado | 8,272 | $697.0K | 0.00% | +6,197+298.7% | Added |
| State of Wisconsin Investment Board | 8,568 | $722.0K | 0.00% | −2,904−25.3% | Reduced |
| Keybank National Association | 8,630 | $727.0K | 0.00% | −280−3.1% | Reduced |
| HSBC Holdings PLC | 8,813 | $756.0K | 0.00% | −13,875−61.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,172 | $773.0K | 0.00% | +10.0% | Added |
| Diversified Trust Co | 9,377 | $790.0K | 0.04% | +1,602+20.6% | Added |
| Squarepoint Ops LLC | 9,532 | $803.0K | 0.01% | −388−3.9% | Reduced |
| Duality Advisers, LP | 9,538 | $804.0K | 0.09% | +9,538 | New |
| Farmers & Merchants Investments Inc | 10,020 | $845.0K | 0.04% | +20+0.2% | Added |
| SG Americas Securities, LLC | 10,048 | $847.0K | 0.01% | −17,931−64.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 10,076 | $849.0K | 0.40% | −627−5.9% | Reduced |
| Prudential PLC | 10,385 | $875.0K | 0.01% | +10,385 | New |
| Jennison Associates LLC | 10,428 | $879.0K | 0.00% | −5,421−34.2% | Reduced |
| Tower Research Capital LLC (TRC) | 10,630 | $896.0K | 0.01% | +7,737+267.4% | Added |
| Citigroup Inc | 10,794 | $910.0K | 0.00% | +4,683+76.6% | Added |
| State of Michigan Retirement System | 10,941 | $922.0K | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 11,048 | $931.0K | 0.04% | +72+0.7% | Added |
| Rafferty Asset Management, LLC | 11,341 | $956.0K | 0.01% | −1,684−12.9% | Reduced |
| Thrivent Financial for Lutherans | 11,507 | $970.0K | 0.00% | +205+1.8% | Added |
| Louisiana State Employees Retirement System | 11,600 | $978.0K | 0.03% | +300+2.7% | Added |
| Mariner, LLC | 11,641 | $981.0K | 0.00% | +163+1.4% | Added |
| Royal Bank of Canada | 11,714 | $988.0K | 0.00% | +3,644+45.2% | Added |
| PDT Partners, LLC | 12,009 | $1.01M | 0.15% | −1,294−9.7% | Reduced |
| Algert Global LLC | 12,453 | $1.05M | 0.06% | +9,938+395.1% | Added |
| Arizona State Retirement System | 12,496 | $1.05M | 0.01% | +21+0.2% | Added |
| Oregon Public Employees Retirement Fund | 12,569 | $1.06M | 0.02% | +187+1.5% | Added |
| Vident Investment Advisory, LLC | 13,007 | $1.09M | 0.04% | +4,593+54.6% | Added |
| Virginia Retirement Systems Et Al | 13,400 | $1.13M | 0.01% | +13,400 | New |
| Dean Investment Associates, LLC | 14,048 | $1.18M | 0.24% | −270−1.9% | Reduced |
| Teacher Retirement System of Texas | 14,734 | $1.24M | 0.01% | +7,402+101.0% | Added |
| VELA Investment Management, LLC | 15,091 | $1.27M | 0.72% | 00.0% | Unchanged |
| US Bancorp | 15,396 | $1.30M | 0.00% | −924−5.7% | Reduced |
| Natixis Advisors, L.P. | 15,547 | $1.31M | 0.01% | −2,000−11.4% | Reduced |
| Paragon Capital Management LLC | 15,778 | $1.33M | 0.86% | 00.0% | Unchanged |
| Creative Planning | 15,894 | $1.34M | 0.00% | +216+1.4% | Added |
| Ziegler Capital Management, LLC | 16,581 | $1.40M | 0.06% | +607+3.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,118 | $1.44M | 0.01% | +17,118 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,237 | $1.45M | 0.01% | +182+1.1% | Added |
| Nisa Investment Advisors, LLC | 17,385 | $1.47M | 0.01% | +60+0.3% | Added |
| AlphaCrest Capital Management LLC | 17,482 | $1.47M | 0.09% | +15,015+608.6% | Added |
| Keeley-Teton Advisors, LLC | 17,669 | $1.49M | 0.20% | −1,674−8.7% | Reduced |
| Ensign Peak Advisors, Inc | 17,930 | $1.51M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 18,195 | $1.53M | 0.00% | +3,121+20.7% | Added |
| Dynamic Technology Lab Private Ltd | 18,270 | $1.54M | 0.15% | +18,270 | New |
| Marshall Wace, LLP | 18,510 | $1.56M | 0.00% | −4,955−21.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,523 | $1.56M | 0.00% | +5,610+43.4% | Added |
| Susquehanna International Group, LLP | 19,402 | $1.64M | 0.00% | +12,326+174.2% | Added |
| Public Employees Retirement System of Ohio | 19,878 | $1.68M | 0.01% | +48+0.2% | Added |
| Graham Capital Management, L.P. | 20,237 | $1.71M | 0.07% | +6,837+51.0% | Added |
| Comerica Bank | 19,638 | $1.74M | 0.01% | −170−0.9% | Reduced |
| First National Bank of Omaha | 20,677 | $1.74M | 0.11% | +280+1.4% | Added |
| Winton Group Ltd | 20,729 | $1.75M | 0.11% | +3,218+18.4% | Added |
| Federation des caisses Desjardins du Quebec | 20,909 | $1.76M | 0.02% | −900−4.1% | Reduced |
| Isthmus Partners, LLC | 20,979 | $1.77M | 0.30% | +1,096+5.5% | Added |
| Price T Rowe Associates Inc | 22,240 | $1.88M | 0.00% | +2,829+14.6% | Added |
| Meritage Portfolio Management | 22,336 | $1.88M | 0.16% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 22,718 | $1.92M | 0.03% | −1,942−7.9% | Reduced |
| Ameritas Investment Partners, Inc. | 23,299 | $1.96M | 0.09% | +1,298+5.9% | Added |
| Eaton Vance Management | 23,524 | $1.98M | 0.00% | +1,934+9.0% | Added |
| Hancock Whitney Corp | 23,719 | $2.00M | 0.09% | +11,620+96.0% | Added |
| Russell Investments Group, Ltd. | 24,415 | $2.06M | 0.00% | +1,231+5.3% | Added |
| State of New Jersey Common Pension Fund D | 26,261 | $2.21M | 0.01% | +1,345+5.4% | Added |
| HRT Financial LP | 26,538 | $2.24M | 0.02% | +1,030+4.0% | Added |
| Mercer Global Advisors Inc | 26,539 | $2.24M | 0.01% | +26,539 | New |
| BNP Paribas Arbitrage, SA | 27,589 | $2.33M | 0.01% | +8,586+45.2% | Added |
| Guggenheim Capital LLC | 27,833 | $2.35M | 0.02% | −2,377−7.9% | Reduced |
| Globeflex Capital L P | 28,116 | $2.37M | 0.41% | +28,116 | New |
| Los Angeles Capital Management LLC | 28,127 | $2.37M | 0.01% | +23,044+453.4% | Added |
| Amalgamated Bank | 28,907 | $2.44M | 0.02% | +880+3.1% | Added |
| Commerce Bank | 29,062 | $2.45M | 0.02% | −600−2.0% | Reduced |
| Great West Life Assurance Co | 29,145 | $2.46M | 0.01% | +2,654+10.0% | Added |
| Texas Permanent School Fund | 31,269 | $2.64M | 0.04% | +129+0.4% | Added |
| New York State Common Retirement Fund | 31,823 | $2.68M | 0.00% | +381+1.2% | Added |
| Envestnet Asset Management Inc | 37,030 | $3.12M | 0.00% | +1,630+4.6% | Added |
| Barclays PLC | 37,677 | $3.17M | 0.00% | +3,959+11.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 37,968 | $3.20M | 0.19% | +17,061+81.6% | Added |
| Financial Counselors Inc | 39,248 | $3.31M | 0.08% | −365−0.9% | Reduced |
| Credit Suisse AG | 39,299 | $3.31M | 0.00% | −24−0.1% | Reduced |