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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q4 2022
Institutional positions in Umb Financial Corp as of Dec 31, 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
- 265
- −3 vs. Q3 2022
- Shares held
- 42.7M
- +80.8K (+0.2%) vs. Q3 2022
- Total value
- $3.57B
- −$27.0M (−0.7%) vs. Q3 2022
- New holders
- 29
- 103 more added
- Sold out
- 32
- 100 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 483 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 5,706,997 | $476.6M | 7.54% | −30,731−0.5% | Reduced |
| BlackRock Inc. | 5,588,925 | $466.8M | 0.01% | +272,440+5.1% | Added |
| Vanguard Group Inc | 4,459,978 | $372.5M | 0.01% | +103,710+2.4% | Added |
| State Street Corp | 3,631,606 | $304.6M | 0.02% | −57,638−1.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,809,239 | $151.1M | 0.26% | +129,668+7.7% | Added |
| American Century Companies Inc | 1,720,427 | $143.7M | 0.12% | +90,490+5.6% | Added |
| Victory Capital Management Inc | 1,617,840 | $135.1M | 0.16% | +72,395+4.7% | Added |
| Champlain Investment Partners, LLC | 1,238,140 | $103.4M | 0.66% | −37,375−2.9% | Reduced |
| Dimensional Fund Advisors LP | 1,108,675 | $92.6M | 0.03% | +24,018+2.2% | Added |
| Boston Trust Walden Corp | 1,011,802 | $84.5M | 0.74% | −5,202−0.5% | Reduced |
| Geode Capital Management, LLC | 851,430 | $71.1M | 0.01% | +38,110+4.7% | Added |
| Massachusetts Financial Services Co | 730,899 | $61.0M | 0.02% | +6,282+0.9% | Added |
| FMR LLC | 720,858 | $60.2M | 0.01% | +19,213+2.7% | Added |
| Brown Advisory Inc | 694,732 | $58.0M | 0.11% | +165,629+31.3% | Added |
| Ameriprise Financial Inc | 690,539 | $57.7M | 0.02% | +9,386+1.4% | Added |
| Bank of New York Mellon Corp | 667,384 | $55.7M | 0.01% | −13,228−1.9% | Reduced |
| Northern Trust Corp | 560,728 | $46.8M | 0.01% | −1,282−0.2% | Reduced |
| Global Alpha Capital Management Ltd. | 560,322 | $46.8M | 4.57% | +75,690+15.6% | Added |
| Wellington Management Group LLP | 490,333 | $41.0M | 0.01% | −330,257−40.2% | Reduced |
| Charles Schwab Investment Management Inc | 478,276 | $39.9M | 0.01% | +16,187+3.5% | Added |
| Norges Bank | 445,205 | $37.2M | 0.01% | +33,954+8.3% | Added |
| ProShare Advisors LLC | 379,232 | $31.7M | 0.11% | +79,571+26.6% | Added |
| Millennium Management LLC | 353,867 | $29.6M | 0.03% | +48,321+15.8% | Added |
| Fisher Asset Management, LLC | 340,815 | $28.5M | 0.02% | −6,254−1.8% | Reduced |
| Bank of America Corp | 283,307 | $23.7M | 0.00% | +12,520+4.6% | Added |
| Goldman Sachs Group Inc | 249,664 | $20.9M | 0.01% | −145,275−36.8% | Reduced |
| JPMorgan Chase & Co | 223,150 | $18.6M | 0.00% | −128,865−36.6% | Reduced |
| AQR Capital Management LLC | 206,418 | $17.2M | 0.04% | +22,183+12.0% | Added |
| Nuance Investments, LLC | 171,685 | $14.3M | 0.30% | −314,452−64.7% | Reduced |
| Principal Financial Group Inc | 169,245 | $14.1M | 0.01% | +50.0% | Added |
| Rhumbline Advisers | 163,212 | $13.6M | 0.02% | +7,502+4.8% | Added |
| Morgan Stanley | 155,683 | $13.0M | 0.00% | −4,250−2.7% | Reduced |
| SEI Investments Co | 152,950 | $12.8M | 0.03% | −15,693−9.3% | Reduced |
| Voya Investment Management LLC | 146,283 | $12.2M | 0.01% | +574+0.4% | Added |
| Nuveen Asset Management, LLC | 143,158 | $12.0M | 0.00% | −35,512−19.9% | Reduced |
| Renaissance Technologies LLC | 140,600 | $11.7M | 0.02% | −4,700−3.2% | Reduced |
| Chartwell Investment Partners, LLC | 139,789 | $11.7M | 0.46% | −1,987−1.4% | Reduced |
| Third Avenue Management LLC | 128,952 | $10.8M | 1.87% | 00.0% | Unchanged |
| Man Group plc | 124,862 | $10.4M | 0.04% | −7,929−6.0% | Reduced |
| Captrust Financial Advisors | 122,188 | $10.2M | 0.05% | +79+0.1% | Added |
| Brandywine Global Investment Management, LLC | 115,977 | $9.69M | 0.08% | −17,023−12.8% | Reduced |
| Swiss National Bank | 110,800 | $9.25M | 0.01% | +1,800+1.7% | Added |
| Royce & Associates LP | 110,677 | $9.24M | 0.10% | −250.0% | Reduced |
| WealthPLAN Partners, LLC | 100,700 | $9.18M | 0.64% | +100,700 | New |
| California Public Employees Retirement System | 108,211 | $9.04M | 0.01% | +4,098+3.9% | Added |
| Mutual of America Capital Management LLC | 108,037 | $9.02M | 0.11% | −3,094−2.8% | Reduced |
| Tributary Capital Management, LLC | 107,155 | $8.95M | 0.89% | −3,666−3.3% | Reduced |
| Alliancebernstein L.P. | 104,837 | $8.76M | 0.00% | +3,626+3.6% | Added |
| WealthPlan Investment Management, LLC | 89,189 | $8.18M | 0.57% | +89,189 | New |
| Legal & General Group Plc | 96,458 | $8.06M | 0.00% | −333−0.3% | Reduced |
| Deutsche Bank AG | 94,153 | $7.86M | 0.00% | +26,045+38.2% | Added |
| Invesco Ltd. | 93,735 | $7.83M | 0.00% | −41,663−30.8% | Reduced |
| First Trust Advisors LP | 92,886 | $7.76M | 0.01% | +1,222+1.3% | Added |
| American International Group, Inc. | 88,103 | $7.36M | 0.05% | −955−1.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 84,236 | $7.04M | 0.05% | −2,245−2.6% | Reduced |
| New York State Teachers Retirement System | 79,212 | $6.62M | 0.02% | +100+0.1% | Added |
| Congress Asset Management Co | 76,652 | $6.40M | 0.06% | −626−0.8% | Reduced |
| Eagle Asset Management Inc | 71,420 | $5.90M | 0.04% | −1,342−1.8% | Reduced |
| Putnam Investments LLC | 64,677 | $5.40M | 0.01% | +4,587+7.6% | Added |
| California State Teachers Retirement System | 57,508 | $4.80M | 0.01% | +549+1.0% | Added |
| Retirement Systems of Alabama | 57,309 | $4.79M | 0.02% | +392+0.7% | Added |
| Manufacturers Life Insurance Company, The | 50,971 | $4.26M | 0.00% | +257+0.5% | Added |
| MetLife Investment Management | 49,916 | $4.17M | 0.03% | −549−1.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 49,512 | $4.13M | 0.20% | +11,544+30.4% | Added |
| UBS Asset Management Americas Inc | 48,752 | $4.07M | 0.00% | +4,283+9.6% | Added |
| Wells Fargo & Company | 45,909 | $3.83M | 0.00% | −2,198−4.6% | Reduced |
| Barclays PLC | 45,156 | $3.77M | 0.00% | +7,479+19.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 44,732 | $3.74M | 0.02% | +27,614+161.3% | Added |
| Agf Management Ltd | 40,832 | $3.41M | 0.02% | +40,832 | New |
| Credit Suisse AG | 40,355 | $3.37M | 0.00% | +1,056+2.7% | Added |
| GHP Investment Advisors, Inc. | 39,642 | $3.31M | 0.22% | −4,183−9.5% | Reduced |
| Financial Counselors Inc | 39,188 | $3.27M | 0.07% | −60−0.2% | Reduced |
| Susquehanna International Group, LLP | 37,799 | $3.16M | 0.01% | +18,397+94.8% | Added |
| Ergoteles LLC | 37,047 | $3.09M | 0.11% | +37,047 | New |
| State of Tennessee, Treasury Department | 36,279 | $3.03M | 0.01% | −11,606−24.2% | Reduced |
| Envestnet Asset Management Inc | 35,706 | $2.98M | 0.00% | −1,324−3.6% | Reduced |
| Great West Life Assurance Co | 35,059 | $2.93M | 0.01% | +5,914+20.3% | Added |
| Algert Global LLC | 32,803 | $2.74M | 0.15% | +20,350+163.4% | Added |
| New York State Common Retirement Fund | 31,807 | $2.66M | 0.00% | −16−0.1% | Reduced |
| Citadel Advisors LLC | 30,601 | $2.56M | 0.00% | +30,601 | New |
| Amalgamated Bank | 29,422 | $2.46M | 0.02% | +515+1.8% | Added |
| Texas Permanent School Fund | 29,232 | $2.44M | 0.04% | −2,037−6.5% | Reduced |
| Commerce Bank | 29,062 | $2.43M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 28,493 | $2.38M | 0.00% | +20,629+262.3% | Added |
| State of New Jersey Common Pension Fund D | 27,770 | $2.32M | 0.01% | +1,509+5.7% | Added |
| Mercer Global Advisors Inc | 26,507 | $2.21M | 0.01% | −32−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 24,651 | $2.10M | 0.08% | +1,352+5.8% | Added |
| BNP Paribas Arbitrage, SA | 24,646 | $2.06M | 0.01% | −2,943−10.7% | Reduced |
| Price T Rowe Associates Inc | 22,916 | $1.91M | 0.00% | +676+3.0% | Added |
| Russell Investments Group, Ltd. | 22,849 | $1.91M | 0.00% | −1,566−6.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,509 | $1.88M | 0.02% | +1,600+7.7% | Added |
| PDT Partners, LLC | 22,205 | $1.85M | 0.30% | +10,196+84.9% | Added |
| Globeflex Capital L P | 22,186 | $1.85M | 0.23% | −5,930−21.1% | Reduced |
| Yousif Capital Management, LLC | 22,163 | $1.85M | 0.02% | −555−2.4% | Reduced |
| Assenagon Asset Management S.A. | 21,851 | $1.82M | 0.01% | +21,851 | New |
| Meritage Portfolio Management | 21,721 | $1.81M | 0.14% | −615−2.8% | Reduced |
| Winton Group Ltd | 21,318 | $1.78M | 0.12% | +589+2.8% | Added |
| Engineers Gate Manager LP | 21,274 | $1.78M | 0.11% | +18,712+730.4% | Added |
| Isthmus Partners, LLC | 21,216 | $1.77M | 0.27% | +237+1.1% | Added |
| Voloridge Investment Management, LLC | 21,127 | $1.76M | 0.01% | +14,939+241.4% | Added |