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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 3,401 | $287.0K | 0.02% | +3,401 | New |
| Crossmark Global Holdings, Inc. | 3,363 | $283.0K | 0.01% | +133+4.1% | Added |
| KBC Group NV | 3,295 | $278.0K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,112 | $262.0K | 0.10% | +3,112 | New |
| High Net Worth Advisory Group LLC | 3,100 | $261.0K | 0.11% | −4,364−58.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Pitcairn Co | 2,883 | $243.0K | 0.03% | −24−0.8% | Reduced |
| Quantbot Technologies LP | 2,840 | $239.0K | 0.02% | +2,840 | 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 |
| Quantamental Technologies LLC | 2,686 | $226.0K | 0.09% | +2,686 | New |
| Point72 Hong Kong Ltd | 2,616 | $221.0K | 0.01% | +2,616 | New |
| Metropolitan Life Insurance Co | 2,603 | $219.4K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,562 | $216.0K | 0.01% | −2,248−46.7% | Reduced |
| CWM, LLC | 2,525 | $213.0K | 0.00% | +89+3.7% | Added |
| CWM Advisors, LLC | 2,452 | $207.0K | 0.03% | −15−0.6% | Reduced |
| Franklin Resources Inc | 2,397 | $203.0K | 0.00% | +63+2.7% | Added |
| Shelton Capital Management | 2,395 | $202.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,175 | $183.0K | 0.00% | +2,173+108,650.0% | Added |
| Advisor Group Holdings, Inc. | 1,833 | $154.0K | 0.00% | +505+38.0% | Added |
| Heritage Wealth Management, LLC | 1,761 | $148.0K | 0.05% | +58+3.4% | Added |
| Rockefeller Capital Management L.P. | 1,579 | $133.0K | 0.00% | +595+60.5% | Added |
| Macquarie Group Ltd | 492 | $113.0K | 0.00% | −853−63.4% | Reduced |
| Parallel Advisors, LLC | 1,107 | $93.0K | 0.00% | +546+97.3% | Added |
| PEAK6 Investments LLC | 1,094 | $92.0K | 0.00% | +1,094 | New |
| Meeder Asset Management Inc | 807 | $68.0K | 0.00% | −13−1.6% | Reduced |
| Picton Mahoney Asset Management | 762 | $64.0K | 0.00% | −260−25.4% | Reduced |
| Pinebridge Investments, L.P. | 591 | $50.0K | 0.00% | +63+11.9% | Added |
| MBM Wealth Consultants, LLC | 514 | $45.0K | 0.02% | −21,416−97.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 449 | $38.0K | 0.00% | +411+1,081.6% | Added |
| Bartlett & Co. LLC | 449 | $38.0K | 0.00% | +411+1,081.6% | Added |
| Signaturefd, LLC | 406 | $34.0K | 0.00% | −4−1.0% | Reduced |
| Quadrant Capital Group LLC | 370 | $31.0K | 0.00% | +124+50.4% | Added |
| Ci Investments Inc. | 314 | $26.0K | 0.00% | −19−5.7% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $25.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 304 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 237 | $19.0K | 0.00% | −47−16.5% | Reduced |
| Harvest Fund Management Co., Ltd | 197 | $17.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 188 | $15.9K | 0.00% | +188 | New |
| 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 |
| WR Wealth Planners, LLC | 119 | $10.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hexagon Capital Partners LLC | 110 | $9.00K | 0.00% | +89+423.8% | Added |
| Quent Capital, LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 86 | $7.00K | 0.00% | +86 | New |
| Ellevest, Inc. | 57 | $5.00K | 0.00% | +57 | New |
| JFS Wealth Advisors, LLC | 43 | $4.00K | 0.00% | +29+207.1% | Added |
| Private Trust Co NA | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $3.00K | 0.00% | +11+55.0% | Added |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 5 | $421 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |