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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Sutton Wealth Advisors Inc. | 3 | $251 | 0.00% | −2−40.0% | Reduced |
| Versant Capital Management, Inc | 3 | $251 | 0.00% | −1−25.0% | Reduced |
| Concord Wealth Partners | 3 | $251 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 8 | $668 | 0.00% | −1−11.1% | Reduced |
| SJS Investment Consulting Inc. | 11 | $919 | 0.00% | +3+37.5% | Added |
| Massmutual Trust Co FSB | 7 | $1.00K | 0.00% | −19−73.1% | Reduced |
| Schubert & Co | 12 | $1.00K | 0.00% | −19−61.3% | Reduced |
| M&R Capital Management Inc | 19 | $1.59K | 0.00% | +19 | New |
| Pinnacle Financial Partners Inc | 21 | $1.75K | 0.00% | +21 | New |
| Proequities, Inc. | 23 | $1.93K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $2.00K | 0.00% | −85−78.0% | Reduced |
| TCI Wealth Advisors, Inc. | 27 | $2.25K | 0.00% | −89−76.7% | Reduced |
| Bell Investment Advisors, Inc | 28 | $2.34K | 0.00% | +6+27.3% | Added |
| JFS Wealth Advisors, LLC | 32 | $2.67K | 0.00% | −11−25.6% | Reduced |
| JJJ Advisors Inc. | 33 | $2.86K | 0.00% | +16+94.1% | Added |
| Private Trust Co NA | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $4.00K | 0.01% | +50 | New |
| Spire Wealth Management | 49 | $4.00K | 0.00% | +49 | New |
| Fifth Third Bancorp | 60 | $5.01K | 0.00% | −71−54.2% | Reduced |
| Hexagon Capital Partners LLC | 63 | $5.26K | 0.00% | −47−42.7% | Reduced |
| Quent Capital, LLC | 82 | $6.85K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 103 | $8.64K | 0.00% | +103 | New |
| WR Wealth Planners, LLC | 119 | $9.94K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $10.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 155 | $12.9K | 0.00% | +155 | New |
| Lindbrook Capital, LLC | 207 | $17.3K | 0.00% | +77+59.2% | Added |
| First Horizon Advisors, Inc. | 237 | $19.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 250 | $20.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 305 | $25.0K | 0.02% | +176+136.4% | Added |
| Nomura Asset Management Co Ltd | 300 | $25.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 816 | $25.7K | 0.00% | +816 | New |
| Ci Investments Inc. | 390 | $33.0K | 0.00% | +76+24.2% | Added |
| Bartlett & Co. LLC | 434 | $36.0K | 0.00% | −15−3.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 434 | $36.4K | 0.00% | −15−3.3% | Reduced |
| MBM Wealth Consultants, LLC | 514 | $42.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 568 | $47.4K | 0.00% | +162+39.9% | Added |
| Pinebridge Investments, L.P. | 591 | $49.4K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 812 | $68.0K | 0.00% | +50+6.6% | Added |
| PEAK6 Investments LLC | 1,007 | $84.1K | 0.00% | −87−8.0% | Reduced |
| US Asset Management LLC | 1,305 | $109.0K | 0.12% | +1,305 | New |
| Advisor Group Holdings, Inc. | 1,342 | $112.6K | 0.00% | −491−26.8% | Reduced |
| Quadrant Capital Group LLC | 1,368 | $114.3K | 0.01% | +998+269.7% | Added |
| Parallel Advisors, LLC | 1,453 | $121.4K | 0.01% | +346+31.3% | Added |
| Rockefeller Capital Management L.P. | 1,507 | $125.0K | 0.00% | −72−4.6% | Reduced |
| Money Concepts Capital Corp | 1,520 | $127.0K | 0.01% | −1,881−55.3% | Reduced |
| Arete Wealth Advisors, LLC | 26,852 | $175.3K | 0.02% | +26,852 | New |
| Quantbot Technologies LP | 2,125 | $177.5K | 0.01% | −715−25.2% | Reduced |
| Allworth Financial LP | 2,180 | $182.1K | 0.00% | +5+0.2% | Added |
| Acadian Asset Management LLC | 2,270 | $188.0K | 0.00% | −520−18.6% | Reduced |
| CWM, LLC | 2,433 | $203.0K | 0.00% | −92−3.6% | Reduced |
| Laffer Tengler Investments | 2,553 | $213.2K | 0.06% | +2,553 | New |
| Manchester Capital Management LLC | 2,643 | $220.7K | 0.03% | +2,643 | New |
| Raymond James Financial Services Advisors, Inc. | 2,661 | $222.2K | 0.00% | +2,661 | New |
| Metropolitan Life Insurance Co | 2,706 | $226.0K | 0.01% | +103+4.0% | Added |
| Crossmark Global Holdings, Inc. | 2,731 | $228.0K | 0.01% | −632−18.8% | Reduced |
| FORA Capital, LLC | 2,758 | $230.3K | 0.04% | +2,758 | New |
| Pitcairn Co | 2,794 | $233.4K | 0.02% | −89−3.1% | Reduced |
| High Net Worth Advisory Group LLC | 2,800 | $233.9K | 0.09% | −300−9.7% | Reduced |
| Old National Bancorp | 2,806 | $234.0K | 0.01% | −875−23.8% | Reduced |
| CWM Advisors, LLC | 2,807 | $234.4K | 0.03% | +355+14.5% | Added |
| Kornitzer Capital Management Inc | 2,830 | $236.4K | 0.00% | −200−6.6% | Reduced |
| Quantamental Technologies LLC | 2,869 | $239.6K | 0.11% | +183+6.8% | Added |
| Mackenzie Financial Corp | 2,977 | $248.6K | 0.00% | −62,261−95.4% | Reduced |
| Trexquant Investment LP | 3,054 | $255.1K | 0.01% | +50+1.7% | Added |
| Tandem Investment Advisors, Inc. | 3,105 | $259.0K | 0.01% | −2,625−45.8% | Reduced |
| Profund Advisors LLC | 3,198 | $267.1K | 0.02% | +181+6.0% | Added |
| Ethic Inc. | 3,244 | $270.9K | 0.01% | −244−7.0% | Reduced |
| KBC Group NV | 3,295 | $275.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 3,349 | $280.0K | 0.00% | −86−2.5% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $282.9K | 0.23% | +3,387 | New |
| Graham Capital Management, L.P. | 3,388 | $283.0K | 0.01% | −16,849−83.3% | Reduced |
| Alps Advisors Inc | 3,582 | $299.2K | 0.00% | −20−0.6% | Reduced |
| Mirabella Financial Services LLP | 3,638 | $303.8K | 0.03% | +3,638 | New |
| Bank of Nova Scotia | 3,649 | $304.8K | 0.00% | +3,649 | New |
| Commonwealth Equity Services, LLC | 3,761 | $314.0K | 0.00% | −239−6.0% | Reduced |
| Heritage Wealth Management, LLC | 3,881 | $324.1K | 0.05% | +2,120+120.4% | Added |
| Central Trust Co | 3,917 | $327.1K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,970 | $331.6K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 4,000 | $334.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $334.1K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,016 | $335.4K | 0.00% | −749−15.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,024 | $336.1K | 0.01% | −2,255−35.9% | Reduced |
| Qube Research & Technologies Ltd | 4,099 | $342.3K | 0.00% | +4,099 | New |
| LPL Financial LLC | 4,127 | $344.7K | 0.00% | +624+17.8% | Added |
| Fortitude Advisory Group L.L.C. | 4,261 | $355.9K | 0.31% | −12−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 4,325 | $361.2K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,370 | $365.0K | 0.02% | −6,260−58.9% | Reduced |
| Atwood & Palmer Inc | 4,432 | $370.2K | 0.03% | 00.0% | Unchanged |
| Country Club Bank | 4,445 | $371.3K | 0.03% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,485 | $374.6K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,071 | $424.0K | 0.00% | +2,342+85.8% | Added |
| Cetera Advisor Networks LLC | 5,237 | $437.4K | 0.00% | +2,229+74.1% | Added |
| Schonfeld Strategic Advisors LLC | 5,244 | $438.0K | 0.00% | +5,244 | New |
| Pictet Asset Management SA | 5,411 | $452.0K | 0.00% | +2,412+80.4% | Added |
| Martingale Asset Management L P | 5,500 | $459.4K | 0.01% | −117−2.1% | Reduced |
| Prudential Financial Inc | 5,530 | $461.8K | 0.00% | +30+0.5% | Added |
| Virginia Retirement Systems Et Al | 5,600 | $467.7K | 0.00% | −7,800−58.2% | Reduced |
| DekaBank Deutsche Girozentrale | 5,648 | $470.0K | 0.00% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 5,635 | $470.6K | 0.19% | +10.0% | Added |