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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 20,237 | $1.71M | 0.07% | +6,837+51.0% | Added |
| Public Employees Retirement System of Ohio | 19,878 | $1.68M | 0.01% | +48+0.2% | Added |
| Susquehanna International Group, LLP | 19,402 | $1.64M | 0.00% | +12,326+174.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 18,523 | $1.56M | 0.00% | +5,610+43.4% | Added |
| Marshall Wace, LLP | 18,510 | $1.56M | 0.00% | −4,955−21.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,270 | $1.54M | 0.15% | +18,270 | New |
| Arrowstreet Capital, Limited Partnership | 18,195 | $1.53M | 0.00% | +3,121+20.7% | Added |
| Ensign Peak Advisors, Inc | 17,930 | $1.51M | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 17,669 | $1.49M | 0.20% | −1,674−8.7% | Reduced |
| AlphaCrest Capital Management LLC | 17,482 | $1.47M | 0.09% | +15,015+608.6% | Added |
| Nisa Investment Advisors, LLC | 17,385 | $1.47M | 0.01% | +60+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,237 | $1.45M | 0.01% | +182+1.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,118 | $1.44M | 0.01% | +17,118 | New |
| Ziegler Capital Management, LLC | 16,581 | $1.40M | 0.06% | +607+3.8% | Added |
| Creative Planning | 15,894 | $1.34M | 0.00% | +216+1.4% | Added |
| Paragon Capital Management LLC | 15,778 | $1.33M | 0.86% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 15,547 | $1.31M | 0.01% | −2,000−11.4% | Reduced |
| US Bancorp | 15,396 | $1.30M | 0.00% | −924−5.7% | Reduced |
| VELA Investment Management, LLC | 15,091 | $1.27M | 0.72% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 14,734 | $1.24M | 0.01% | +7,402+101.0% | Added |
| Dean Investment Associates, LLC | 14,048 | $1.18M | 0.24% | −270−1.9% | Reduced |
| Virginia Retirement Systems Et Al | 13,400 | $1.13M | 0.01% | +13,400 | New |
| Vident Investment Advisory, LLC | 13,007 | $1.09M | 0.04% | +4,593+54.6% | Added |
| Oregon Public Employees Retirement Fund | 12,569 | $1.06M | 0.02% | +187+1.5% | Added |
| Arizona State Retirement System | 12,496 | $1.05M | 0.01% | +21+0.2% | Added |
| Algert Global LLC | 12,453 | $1.05M | 0.06% | +9,938+395.1% | Added |
| PDT Partners, LLC | 12,009 | $1.01M | 0.15% | −1,294−9.7% | Reduced |
| Royal Bank of Canada | 11,714 | $988.0K | 0.00% | +3,644+45.2% | Added |
| Mariner, LLC | 11,641 | $981.0K | 0.00% | +163+1.4% | Added |
| Louisiana State Employees Retirement System | 11,600 | $978.0K | 0.03% | +300+2.7% | Added |
| Thrivent Financial for Lutherans | 11,507 | $970.0K | 0.00% | +205+1.8% | Added |
| Rafferty Asset Management, LLC | 11,341 | $956.0K | 0.01% | −1,684−12.9% | Reduced |
| AMG National Trust Bank | 11,048 | $931.0K | 0.04% | +72+0.7% | Added |
| State of Michigan Retirement System | 10,941 | $922.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 10,794 | $910.0K | 0.00% | +4,683+76.6% | Added |
| Tower Research Capital LLC (TRC) | 10,630 | $896.0K | 0.01% | +7,737+267.4% | Added |
| Jennison Associates LLC | 10,428 | $879.0K | 0.00% | −5,421−34.2% | Reduced |
| Prudential PLC | 10,385 | $875.0K | 0.01% | +10,385 | New |
| Jackson Creek Investment Advisors LLC | 10,076 | $849.0K | 0.40% | −627−5.9% | Reduced |
| SG Americas Securities, LLC | 10,048 | $847.0K | 0.01% | −17,931−64.1% | Reduced |
| Farmers & Merchants Investments Inc | 10,020 | $845.0K | 0.04% | +20+0.2% | Added |
| Duality Advisers, LP | 9,538 | $804.0K | 0.09% | +9,538 | New |
| Squarepoint Ops LLC | 9,532 | $803.0K | 0.01% | −388−3.9% | Reduced |
| Diversified Trust Co | 9,377 | $790.0K | 0.04% | +1,602+20.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,172 | $773.0K | 0.00% | +10.0% | Added |
| HSBC Holdings PLC | 8,813 | $756.0K | 0.00% | −13,875−61.2% | Reduced |
| Keybank National Association | 8,630 | $727.0K | 0.00% | −280−3.1% | Reduced |
| State of Wisconsin Investment Board | 8,568 | $722.0K | 0.00% | −2,904−25.3% | Reduced |
| Public Employees Retirement Association of Colorado | 8,272 | $697.0K | 0.00% | +6,197+298.7% | Added |
| Lido Advisors, LLC | 8,266 | $696.0K | 0.01% | +8,266 | New |
| Pathstone Family Office, LLC | 7,904 | $669.1K | 0.01% | −332−4.0% | Reduced |
| UBS Group AG | 7,864 | $663.0K | 0.00% | −8,257−51.2% | Reduced |
| Jane Street Group, LLC | 7,634 | $643.0K | 0.00% | −2,059−21.2% | Reduced |
| AE Wealth Management LLC | 7,582 | $639.0K | 0.01% | −62−0.8% | Reduced |
| Bailard, Inc. | 7,413 | $625.0K | 0.03% | +3,725+101.0% | Added |
| Verition Fund Management LLC | 7,320 | $617.0K | 0.01% | +7,320 | New |
| State Board of Administration of Florida Retirement System | 7,231 | $610.0K | 0.00% | −22,944−76.0% | Reduced |
| AXA S.A. | 7,200 | $606.9K | 0.00% | −600−7.7% | 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 |
| DuPont Capital Management Corp | 7,072 | $596.0K | 0.04% | −10,840−60.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,032 | $593.0K | 0.13% | +7,032 | New |
| Financial Advisory Service, Inc. | 7,028 | $592.0K | 0.07% | +12+0.2% | Added |
| Federated Hermes, Inc. | 7,005 | $590.0K | 0.00% | −441−5.9% | Reduced |
| Bank of Montreal | 6,454 | $574.0K | 0.00% | −32,114−83.3% | Reduced |
| New Mexico Educational Retirement Board | 6,800 | $573.0K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 6,772 | $571.0K | 0.01% | +13+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 6,713 | $566.0K | 0.01% | +6,713 | New |
| Handelsbanken Fonder AB | 6,430 | $542.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 6,279 | $529.0K | 0.01% | −931−12.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,260 | $527.7K | 0.05% | +6,260 | New |
| Voloridge Investment Management, LLC | 6,188 | $522.0K | 0.00% | −37,912−86.0% | Reduced |
| State of Alaska, Department of Revenue | 6,035 | $508.0K | 0.01% | −155−2.5% | Reduced |
| Tandem Investment Advisors, Inc. | 5,730 | $483.0K | 0.03% | +69+1.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,693 | $480.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,648 | $476.0K | 0.00% | +5,648 | New |
| 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 |
| Prudential Financial Inc | 5,500 | $468.0K | 0.00% | +45+0.8% | Added |
| MQS Management LLC | 5,423 | $457.0K | 0.30% | +5,423 | New |
| New York Life Investment Management LLC | 5,181 | $437.0K | 0.01% | +381+7.9% | Added |
| The PNC Financial Services Group, Inc. | 4,765 | $401.0K | 0.00% | −44−0.9% | Reduced |
| Jump Financial, LLC | 4,589 | $386.0K | 0.02% | +1,289+39.1% | Added |
| Country Club Bank | 4,445 | $379.0K | 0.04% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,485 | $378.0K | 0.06% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,432 | $374.0K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 4,325 | $364.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,273 | $360.0K | 0.35% | 00.0% | Unchanged |
| 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 |
| Securian Asset Management, Inc | 3,970 | $335.0K | 0.01% | +111+2.9% | Added |
| Central Trust Co | 3,917 | $330.0K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 3,871 | $327.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,865 | $326.0K | 0.08% | +3,865 | New |
| Old National Bancorp | 3,681 | $310.0K | 0.01% | +85+2.4% | Added |
| Alps Advisors Inc | 3,602 | $304.0K | 0.00% | +3,602 | New |
| LPL Financial LLC | 3,503 | $295.0K | 0.00% | +10.0% | Added |
| Ethic Inc. | 3,488 | $294.0K | 0.02% | −1,693−32.7% | Reduced |
| Regions Financial Corp | 3,435 | $289.0K | 0.00% | +3,435 | New |