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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 48,752 | $4.07M | 0.00% | +4,283+9.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 49,512 | $4.13M | 0.20% | +11,544+30.4% | Added |
| MetLife Investment Management | 49,916 | $4.17M | 0.03% | −549−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 50,971 | $4.26M | 0.00% | +257+0.5% | Added |
| Retirement Systems of Alabama | 57,309 | $4.79M | 0.02% | +392+0.7% | Added |
| California State Teachers Retirement System | 57,508 | $4.80M | 0.01% | +549+1.0% | Added |
| Putnam Investments LLC | 64,677 | $5.40M | 0.01% | +4,587+7.6% | Added |
| Eagle Asset Management Inc | 71,420 | $5.90M | 0.04% | −1,342−1.8% | Reduced |
| Congress Asset Management Co | 76,652 | $6.40M | 0.06% | −626−0.8% | Reduced |
| New York State Teachers Retirement System | 79,212 | $6.62M | 0.02% | +100+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 84,236 | $7.04M | 0.05% | −2,245−2.6% | Reduced |
| American International Group, Inc. | 88,103 | $7.36M | 0.05% | −955−1.1% | Reduced |
| First Trust Advisors LP | 92,886 | $7.76M | 0.01% | +1,222+1.3% | Added |
| Invesco Ltd. | 93,735 | $7.83M | 0.00% | −41,663−30.8% | Reduced |
| Deutsche Bank AG | 94,153 | $7.86M | 0.00% | +26,045+38.2% | Added |
| Legal & General Group Plc | 96,458 | $8.06M | 0.00% | −333−0.3% | Reduced |
| WealthPlan Investment Management, LLC | 89,189 | $8.18M | 0.57% | +89,189 | New |
| Alliancebernstein L.P. | 104,837 | $8.76M | 0.00% | +3,626+3.6% | Added |
| Tributary Capital Management, LLC | 107,155 | $8.95M | 0.89% | −3,666−3.3% | Reduced |
| Mutual of America Capital Management LLC | 108,037 | $9.02M | 0.11% | −3,094−2.8% | Reduced |
| California Public Employees Retirement System | 108,211 | $9.04M | 0.01% | +4,098+3.9% | Added |
| WealthPLAN Partners, LLC | 100,700 | $9.18M | 0.64% | +100,700 | New |
| Royce & Associates LP | 110,677 | $9.24M | 0.10% | −250.0% | Reduced |
| Swiss National Bank | 110,800 | $9.25M | 0.01% | +1,800+1.7% | Added |
| Brandywine Global Investment Management, LLC | 115,977 | $9.69M | 0.08% | −17,023−12.8% | Reduced |
| Captrust Financial Advisors | 122,188 | $10.2M | 0.05% | +79+0.1% | Added |
| Man Group plc | 124,862 | $10.4M | 0.04% | −7,929−6.0% | Reduced |
| Third Avenue Management LLC | 128,952 | $10.8M | 1.87% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 139,789 | $11.7M | 0.46% | −1,987−1.4% | Reduced |
| Renaissance Technologies LLC | 140,600 | $11.7M | 0.02% | −4,700−3.2% | Reduced |
| Nuveen Asset Management, LLC | 143,158 | $12.0M | 0.00% | −35,512−19.9% | Reduced |
| Voya Investment Management LLC | 146,283 | $12.2M | 0.01% | +574+0.4% | Added |
| SEI Investments Co | 152,950 | $12.8M | 0.03% | −15,693−9.3% | Reduced |
| Morgan Stanley | 155,683 | $13.0M | 0.00% | −4,250−2.7% | Reduced |
| Rhumbline Advisers | 163,212 | $13.6M | 0.02% | +7,502+4.8% | Added |
| Principal Financial Group Inc | 169,245 | $14.1M | 0.01% | +50.0% | Added |
| Nuance Investments, LLC | 171,685 | $14.3M | 0.30% | −314,452−64.7% | Reduced |
| AQR Capital Management LLC | 206,418 | $17.2M | 0.04% | +22,183+12.0% | Added |
| JPMorgan Chase & Co | 223,150 | $18.6M | 0.00% | −128,865−36.6% | Reduced |
| Goldman Sachs Group Inc | 249,664 | $20.9M | 0.01% | −145,275−36.8% | Reduced |
| Bank of America Corp | 283,307 | $23.7M | 0.00% | +12,520+4.6% | Added |
| Fisher Asset Management, LLC | 340,815 | $28.5M | 0.02% | −6,254−1.8% | Reduced |
| Millennium Management LLC | 353,867 | $29.6M | 0.03% | +48,321+15.8% | Added |
| ProShare Advisors LLC | 379,232 | $31.7M | 0.11% | +79,571+26.6% | Added |
| Norges Bank | 445,205 | $37.2M | 0.01% | +33,954+8.3% | Added |
| Charles Schwab Investment Management Inc | 478,276 | $39.9M | 0.01% | +16,187+3.5% | Added |
| Wellington Management Group LLP | 490,333 | $41.0M | 0.01% | −330,257−40.2% | Reduced |
| Global Alpha Capital Management Ltd. | 560,322 | $46.8M | 4.57% | +75,690+15.6% | Added |
| Northern Trust Corp | 560,728 | $46.8M | 0.01% | −1,282−0.2% | Reduced |
| Bank of New York Mellon Corp | 667,384 | $55.7M | 0.01% | −13,228−1.9% | Reduced |
| Ameriprise Financial Inc | 690,539 | $57.7M | 0.02% | +9,386+1.4% | Added |
| Brown Advisory Inc | 694,732 | $58.0M | 0.11% | +165,629+31.3% | Added |
| FMR LLC | 720,858 | $60.2M | 0.01% | +19,213+2.7% | Added |
| Massachusetts Financial Services Co | 730,899 | $61.0M | 0.02% | +6,282+0.9% | Added |
| Geode Capital Management, LLC | 851,430 | $71.1M | 0.01% | +38,110+4.7% | Added |
| Boston Trust Walden Corp | 1,011,802 | $84.5M | 0.74% | −5,202−0.5% | Reduced |
| Dimensional Fund Advisors LP | 1,108,675 | $92.6M | 0.03% | +24,018+2.2% | Added |
| Champlain Investment Partners, LLC | 1,238,140 | $103.4M | 0.66% | −37,375−2.9% | Reduced |
| Victory Capital Management Inc | 1,617,840 | $135.1M | 0.16% | +72,395+4.7% | Added |
| American Century Companies Inc | 1,720,427 | $143.7M | 0.12% | +90,490+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,809,239 | $151.1M | 0.26% | +129,668+7.7% | Added |
| State Street Corp | 3,631,606 | $304.6M | 0.02% | −57,638−1.6% | Reduced |
| Vanguard Group Inc | 4,459,978 | $372.5M | 0.01% | +103,710+2.4% | Added |
| BlackRock Inc. | 5,588,925 | $466.8M | 0.01% | +272,440+5.1% | Added |
| Umb Bank N A | 5,706,997 | $476.6M | 7.54% | −30,731−0.5% | Reduced |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,507−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −56,268−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −23,719−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,270−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −18,195−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −17,482−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −15,547−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −14,048−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −13,007−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −10,076−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −9,538−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,104−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −7,072−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,032−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,260−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,423−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −3,871−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,865−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −3,112−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,027−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,397−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |