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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 5,721 | $477.8K | 0.00% | −2,847−33.2% | Reduced |
| New York Life Investment Management LLC | 5,825 | $486.5K | 0.01% | +644+12.4% | Added |
| State of Alaska, Department of Revenue | 6,035 | $504.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,405 | $534.9K | 0.00% | −1,229−16.1% | Reduced |
| Handelsbanken Fonder AB | 6,430 | $537.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,526 | $544.8K | 0.00% | +6,526 | New |
| Jefferies Financial Group Inc. | 6,700 | $559.6K | 0.01% | +6,700 | New |
| Teachers Retirement System of the State of Kentucky | 6,713 | $561.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 6,773 | $565.7K | 0.01% | +10.0% | Added |
| New Mexico Educational Retirement Board | 6,800 | $568.0K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,850 | $572.1K | 0.00% | +1,157+20.3% | Added |
| Bank of Montreal | 6,873 | $579.2K | 0.00% | +419+6.5% | Added |
| Kavar Capital Partners Group, LLC | 7,102 | $593.2K | 0.14% | 00.0% | Unchanged |
| Versor Investments LP | 7,400 | $618.0K | 0.05% | +7,400 | New |
| Pathstone Family Office, LLC | 7,970 | $646.0K | 0.01% | +66+0.8% | Added |
| Financial Advisory Service, Inc. | 7,844 | $655.2K | 0.07% | +816+11.6% | Added |
| State Board of Administration of Florida Retirement System | 7,921 | $661.6K | 0.00% | +690+9.5% | Added |
| AE Wealth Management LLC | 8,004 | $668.5K | 0.00% | +422+5.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,249 | $689.0K | 0.00% | −923−10.1% | Reduced |
| Public Employees Retirement Association of Colorado | 8,272 | $691.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 8,328 | $695.6K | 0.00% | +8,328 | New |
| Bailard, Inc. | 8,629 | $720.7K | 0.03% | +1,216+16.4% | Added |
| Federated Hermes, Inc. | 8,642 | $721.8K | 0.00% | +1,637+23.4% | Added |
| Marshall Wace, LLP | 8,700 | $726.6K | 0.00% | −9,810−53.0% | Reduced |
| Keybank National Association | 8,815 | $736.2K | 0.00% | +185+2.1% | Added |
| Los Angeles Capital Management LLC | 8,886 | $742.2K | 0.00% | −19,241−68.4% | Reduced |
| Diversified Trust Co | 9,164 | $765.0K | 0.03% | −213−2.3% | Reduced |
| Rafferty Asset Management, LLC | 9,502 | $793.6K | 0.01% | −1,839−16.2% | Reduced |
| SG Americas Securities, LLC | 9,687 | $809.0K | 0.01% | −361−3.6% | Reduced |
| Farmers & Merchants Investments Inc | 10,020 | $836.9K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 10,079 | $841.8K | 0.01% | −306−2.9% | Reduced |
| Jennison Associates LLC | 10,609 | $886.1K | 0.00% | +181+1.7% | Added |
| ExodusPoint Capital Management, LP | 10,873 | $908.0K | 0.01% | −35,645−76.6% | Reduced |
| State of Michigan Retirement System | 11,041 | $922.1K | 0.01% | +100+0.9% | Added |
| AMG National Trust Bank | 11,172 | $933.1K | 0.03% | +124+1.1% | Added |
| Thrivent Financial for Lutherans | 11,582 | $967.0K | 0.00% | +75+0.7% | Added |
| Louisiana State Employees Retirement System | 11,600 | $969.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,633 | $971.6K | 0.02% | +3,367+40.7% | Added |
| Ziegler Capital Management, LLC | 12,475 | $1.04M | 0.04% | −4,106−24.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,797 | $1.07M | 0.01% | +228+1.8% | Added |
| Ensign Peak Advisors, Inc | 12,930 | $1.08M | 0.00% | −5,000−27.9% | Reduced |
| Arizona State Retirement System | 12,949 | $1.08M | 0.01% | +453+3.6% | Added |
| Mariner, LLC | 13,057 | $1.09M | 0.00% | +1,416+12.2% | Added |
| HSBC Holdings PLC | 13,425 | $1.12M | 0.00% | +4,612+52.3% | Added |
| Teacher Retirement System of Texas | 13,534 | $1.13M | 0.01% | −1,200−8.1% | Reduced |
| US Bancorp | 14,768 | $1.23M | 0.00% | −628−4.1% | Reduced |
| Citigroup Inc | 14,845 | $1.24M | 0.00% | +4,051+37.5% | Added |
| Raymond James & Associates | 15,021 | $1.25M | 0.00% | −26,834−64.1% | Reduced |
| Squarepoint Ops LLC | 15,319 | $1.28M | 0.01% | +5,787+60.7% | Added |
| Public Employees Retirement System of Ohio | 15,550 | $1.30M | 0.01% | −4,328−21.8% | Reduced |
| Paragon Capital Management LLC | 15,778 | $1.32M | 0.82% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 15,940 | $1.33M | 0.66% | +849+5.6% | Added |
| Jump Financial, LLC | 16,497 | $1.38M | 0.07% | +11,908+259.5% | Added |
| D. E. Shaw & Co., Inc. | 16,782 | $1.40M | 0.00% | −38,571−69.7% | Reduced |
| Creative Planning | 17,041 | $1.42M | 0.00% | +1,147+7.2% | Added |
| Nisa Investment Advisors, LLC | 17,375 | $1.45M | 0.01% | −10−0.1% | Reduced |
| Keeley-Teton Advisors, LLC | 17,669 | $1.48M | 0.18% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 18,162 | $1.52M | 0.01% | −9,671−34.7% | Reduced |
| Royal Bank of Canada | 18,336 | $1.53M | 0.00% | +6,622+56.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,104 | $1.60M | 0.00% | +581+3.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,560 | $1.63M | 0.01% | +2,323+13.5% | Added |
| Comerica Bank | 19,308 | $1.65M | 0.01% | −330−1.7% | Reduced |
| AXA S.A. | 19,800 | $1.65M | 0.01% | +12,600+175.0% | Added |
| First National Bank of Omaha | 20,578 | $1.72M | 0.11% | −99−0.5% | Reduced |
| HRT Financial LP | 21,069 | $1.76M | 0.02% | −5,469−20.6% | Reduced |
| Voloridge Investment Management, LLC | 21,127 | $1.76M | 0.01% | +14,939+241.4% | Added |
| Isthmus Partners, LLC | 21,216 | $1.77M | 0.27% | +237+1.1% | Added |
| Engineers Gate Manager LP | 21,274 | $1.78M | 0.11% | +18,712+730.4% | Added |
| Winton Group Ltd | 21,318 | $1.78M | 0.12% | +589+2.8% | Added |
| Meritage Portfolio Management | 21,721 | $1.81M | 0.14% | −615−2.8% | Reduced |
| Assenagon Asset Management S.A. | 21,851 | $1.82M | 0.01% | +21,851 | New |
| Yousif Capital Management, LLC | 22,163 | $1.85M | 0.02% | −555−2.4% | Reduced |
| Globeflex Capital L P | 22,186 | $1.85M | 0.23% | −5,930−21.1% | Reduced |
| PDT Partners, LLC | 22,205 | $1.85M | 0.30% | +10,196+84.9% | Added |
| Federation des caisses Desjardins du Quebec | 22,509 | $1.88M | 0.02% | +1,600+7.7% | Added |
| Russell Investments Group, Ltd. | 22,849 | $1.91M | 0.00% | −1,566−6.4% | Reduced |
| Price T Rowe Associates Inc | 22,916 | $1.91M | 0.00% | +676+3.0% | Added |
| BNP Paribas Arbitrage, SA | 24,646 | $2.06M | 0.01% | −2,943−10.7% | Reduced |
| Ameritas Investment Partners, Inc. | 24,651 | $2.10M | 0.08% | +1,352+5.8% | Added |
| Mercer Global Advisors Inc | 26,507 | $2.21M | 0.01% | −32−0.1% | Reduced |
| State of New Jersey Common Pension Fund D | 27,770 | $2.32M | 0.01% | +1,509+5.7% | Added |
| UBS Group AG | 28,493 | $2.38M | 0.00% | +20,629+262.3% | Added |
| Commerce Bank | 29,062 | $2.43M | 0.02% | 00.0% | Unchanged |
| Texas Permanent School Fund | 29,232 | $2.44M | 0.04% | −2,037−6.5% | Reduced |
| Amalgamated Bank | 29,422 | $2.46M | 0.02% | +515+1.8% | Added |
| Citadel Advisors LLC | 30,601 | $2.56M | 0.00% | +30,601 | New |
| New York State Common Retirement Fund | 31,807 | $2.66M | 0.00% | −16−0.1% | Reduced |
| Algert Global LLC | 32,803 | $2.74M | 0.15% | +20,350+163.4% | Added |
| Great West Life Assurance Co | 35,059 | $2.93M | 0.01% | +5,914+20.3% | Added |
| Envestnet Asset Management Inc | 35,706 | $2.98M | 0.00% | −1,324−3.6% | Reduced |
| State of Tennessee, Treasury Department | 36,279 | $3.03M | 0.01% | −11,606−24.2% | Reduced |
| Ergoteles LLC | 37,047 | $3.09M | 0.11% | +37,047 | New |
| Susquehanna International Group, LLP | 37,799 | $3.16M | 0.01% | +18,397+94.8% | Added |
| Financial Counselors Inc | 39,188 | $3.27M | 0.07% | −60−0.2% | Reduced |
| GHP Investment Advisors, Inc. | 39,642 | $3.31M | 0.22% | −4,183−9.5% | Reduced |
| Credit Suisse AG | 40,355 | $3.37M | 0.00% | +1,056+2.7% | Added |
| Agf Management Ltd | 40,832 | $3.41M | 0.02% | +40,832 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 44,732 | $3.74M | 0.02% | +27,614+161.3% | Added |
| Barclays PLC | 45,156 | $3.77M | 0.00% | +7,479+19.9% | Added |
| Wells Fargo & Company | 45,909 | $3.83M | 0.00% | −2,198−4.6% | Reduced |