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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 41,855 | $3.53M | 0.00% | −1,795−4.1% | Reduced |
| GHP Investment Advisors, Inc. | 43,825 | $3.69M | 0.28% | +529+1.2% | Added |
| UBS Asset Management Americas Inc | 44,469 | $3.75M | 0.00% | −8,634−16.3% | Reduced |
| ExodusPoint Capital Management, LP | 46,518 | $3.92M | 0.05% | +40,602+686.3% | Added |
| State of Tennessee, Treasury Department | 47,885 | $4.04M | 0.02% | +9,067+23.4% | Added |
| Wells Fargo & Company | 48,107 | $4.05M | 0.00% | −1,901−3.8% | Reduced |
| MetLife Investment Management | 50,465 | $4.25M | 0.04% | +890+1.8% | Added |
| Manufacturers Life Insurance Company, The | 50,714 | $4.27M | 0.00% | −1,058−2.0% | Reduced |
| D. E. Shaw & Co., Inc. | 55,353 | $4.67M | 0.01% | −9,223−14.3% | Reduced |
| Cubist Systematic Strategies, LLC | 56,268 | $4.74M | 0.04% | +17,541+45.3% | Added |
| Retirement Systems of Alabama | 56,917 | $4.80M | 0.02% | +168+0.3% | Added |
| California State Teachers Retirement System | 56,959 | $4.80M | 0.01% | −1,175−2.0% | Reduced |
| Putnam Investments LLC | 60,090 | $5.07M | 0.01% | −278−0.5% | Reduced |
| Tudor Investment Corp Et Al | 63,507 | $5.35M | 0.13% | +12,347+24.1% | Added |
| Mackenzie Financial Corp | 65,238 | $5.50M | 0.01% | +3,048+4.9% | Added |
| Deutsche Bank AG | 68,108 | $5.74M | 0.00% | −4,302−5.9% | Reduced |
| Eagle Asset Management Inc | 72,762 | $6.13M | 0.04% | −250.0% | Reduced |
| Congress Asset Management Co | 77,278 | $6.51M | 0.07% | +869+1.1% | Added |
| New York State Teachers Retirement System | 79,112 | $6.67M | 0.02% | +4,100+5.5% | Added |
| Jacobs Levy Equity Management, Inc | 86,481 | $7.29M | 0.06% | −1,896−2.1% | Reduced |
| American International Group, Inc. | 89,058 | $7.51M | 0.05% | −2,279−2.5% | Reduced |
| First Trust Advisors LP | 91,664 | $7.73M | 0.01% | +9,649+11.8% | Added |
| Legal & General Group Plc | 96,791 | $8.16M | 0.00% | −5,933−5.8% | Reduced |
| Alliancebernstein L.P. | 101,211 | $8.53M | 0.00% | −278−0.3% | Reduced |
| California Public Employees Retirement System | 104,113 | $8.78M | 0.01% | +5,897+6.0% | Added |
| Swiss National Bank | 109,000 | $9.19M | 0.01% | +400+0.4% | Added |
| Royce & Associates LP | 110,702 | $9.33M | 0.11% | −50.0% | Reduced |
| Tributary Capital Management, LLC | 110,821 | $9.34M | 0.98% | +160+0.1% | Added |
| Mutual of America Capital Management LLC | 111,131 | $9.37M | 0.13% | −488−0.4% | Reduced |
| Captrust Financial Advisors | 122,109 | $10.3M | 0.06% | +121,083+11,801.5% | Added |
| Third Avenue Management LLC | 128,952 | $10.9M | 2.14% | 00.0% | Unchanged |
| Man Group plc | 132,791 | $11.2M | 0.05% | – | – |
| Brandywine Global Investment Management, LLC | 133,000 | $11.2M | 0.10% | +8,998+7.3% | Added |
| Invesco Ltd. | 135,398 | $11.4M | 0.00% | −57,113−29.7% | Reduced |
| Chartwell Investment Partners, LLC | 141,776 | $11.9M | 0.51% | −2,398−1.7% | Reduced |
| Renaissance Technologies LLC | 145,300 | $12.2M | 0.02% | +29,600+25.6% | Added |
| Voya Investment Management LLC | 145,709 | $12.3M | 0.01% | +46,326+46.6% | Added |
| Rhumbline Advisers | 155,710 | $13.1M | 0.02% | +5,061+3.4% | Added |
| Morgan Stanley | 159,933 | $13.5M | 0.00% | +33,322+26.3% | Added |
| SEI Investments Co | 168,643 | $14.2M | 0.03% | −7,802−4.4% | Reduced |
| Principal Financial Group Inc | 169,240 | $14.3M | 0.01% | +1,772+1.1% | Added |
| Nuveen Asset Management, LLC | 178,670 | $15.1M | 0.01% | −3,983−2.2% | Reduced |
| AQR Capital Management LLC | 184,235 | $15.5M | 0.04% | −30,640−14.3% | Reduced |
| Bank of America Corp | 270,787 | $22.8M | 0.00% | −34,230−11.2% | Reduced |
| ProShare Advisors LLC | 299,661 | $25.3M | 0.10% | +38,988+15.0% | Added |
| Millennium Management LLC | 305,546 | $25.8M | 0.03% | +134,192+78.3% | Added |
| Fisher Asset Management, LLC | 347,069 | $29.3M | 0.02% | −3,835−1.1% | Reduced |
| JPMorgan Chase & Co | 352,015 | $29.7M | 0.00% | −68,673−16.3% | Reduced |
| Goldman Sachs Group Inc | 394,939 | $33.3M | 0.01% | −67,418−14.6% | Reduced |
| Norges Bank | 411,251 | $34.7M | 0.01% | +40,890+11.0% | Added |
| Charles Schwab Investment Management Inc | 462,089 | $39.0M | 0.01% | +32,921+7.7% | Added |
| Global Alpha Capital Management Ltd. | 484,632 | $40.9M | 4.08% | +56,600+13.2% | Added |
| Nuance Investments, LLC | 486,137 | $41.0M | 0.91% | +940+0.2% | Added |
| Brown Advisory Inc | 529,103 | $44.6M | 0.09% | −4,519−0.8% | Reduced |
| Northern Trust Corp | 562,010 | $47.4M | 0.01% | −213,986−27.6% | Reduced |
| Bank of New York Mellon Corp | 680,612 | $57.4M | 0.01% | −4,354−0.6% | Reduced |
| Ameriprise Financial Inc | 681,153 | $57.4M | 0.02% | +66,385+10.8% | Added |
| FMR LLC | 701,645 | $59.1M | 0.01% | −36,589−5.0% | Reduced |
| Massachusetts Financial Services Co | 724,617 | $61.1M | 0.02% | +12,972+1.8% | Added |
| Geode Capital Management, LLC | 813,320 | $68.6M | 0.01% | +10,131+1.3% | Added |
| Wellington Management Group LLP | 820,590 | $69.2M | 0.01% | −51,984−6.0% | Reduced |
| Boston Trust Walden Corp | 1,017,004 | $85.7M | 0.85% | +181,504+21.7% | Added |
| Dimensional Fund Advisors LP | 1,084,657 | $91.4M | 0.04% | +10,651+1.0% | Added |
| Champlain Investment Partners, LLC | 1,275,515 | $107.5M | 0.73% | −12,520−1.0% | Reduced |
| Victory Capital Management Inc | 1,545,445 | $130.3M | 0.15% | +22,901+1.5% | Added |
| American Century Companies Inc | 1,629,937 | $137.4M | 0.12% | −49,065−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,679,571 | $141.6M | 0.25% | −5,448−0.3% | Reduced |
| State Street Corp | 3,689,244 | $312.3M | 0.02% | −8,169−0.2% | Reduced |
| Vanguard Group Inc | 4,356,268 | $367.2M | 0.01% | +174,204+4.2% | Added |
| BlackRock Inc. | 5,316,485 | $448.1M | 0.02% | −33,508−0.6% | Reduced |
| Umb Bank N A | 5,737,728 | $483.6M | 8.16% | −75,807−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −389,702−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −104,066−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −42,152−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,777−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −9,261−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −8,523−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −5,693−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,346−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −2,349−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| HYA Advisors, Inc | – | – | – | – | Not filed |
| US Asset Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |