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 |
|---|---|---|---|---|---|
| HRT Financial LP | 21,069 | $1.76M | 0.02% | −5,469−20.6% | Reduced |
| First National Bank of Omaha | 20,578 | $1.72M | 0.11% | −99−0.5% | Reduced |
| AXA S.A. | 19,800 | $1.65M | 0.01% | +12,600+175.0% | Added |
| Comerica Bank | 19,308 | $1.65M | 0.01% | −330−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,560 | $1.63M | 0.01% | +2,323+13.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,104 | $1.60M | 0.00% | +581+3.1% | Added |
| Royal Bank of Canada | 18,336 | $1.53M | 0.00% | +6,622+56.5% | Added |
| Guggenheim Capital LLC | 18,162 | $1.52M | 0.01% | −9,671−34.7% | Reduced |
| Keeley-Teton Advisors, LLC | 17,669 | $1.48M | 0.18% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 17,375 | $1.45M | 0.01% | −10−0.1% | Reduced |
| Creative Planning | 17,041 | $1.42M | 0.00% | +1,147+7.2% | Added |
| D. E. Shaw & Co., Inc. | 16,782 | $1.40M | 0.00% | −38,571−69.7% | Reduced |
| Jump Financial, LLC | 16,497 | $1.38M | 0.07% | +11,908+259.5% | Added |
| VELA Investment Management, LLC | 15,940 | $1.33M | 0.66% | +849+5.6% | Added |
| Paragon Capital Management LLC | 15,778 | $1.32M | 0.82% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 15,550 | $1.30M | 0.01% | −4,328−21.8% | Reduced |
| Squarepoint Ops LLC | 15,319 | $1.28M | 0.01% | +5,787+60.7% | Added |
| Raymond James & Associates | 15,021 | $1.25M | 0.00% | −26,834−64.1% | Reduced |
| Citigroup Inc | 14,845 | $1.24M | 0.00% | +4,051+37.5% | Added |
| US Bancorp | 14,768 | $1.23M | 0.00% | −628−4.1% | Reduced |
| Teacher Retirement System of Texas | 13,534 | $1.13M | 0.01% | −1,200−8.1% | Reduced |
| HSBC Holdings PLC | 13,425 | $1.12M | 0.00% | +4,612+52.3% | Added |
| Mariner, LLC | 13,057 | $1.09M | 0.00% | +1,416+12.2% | Added |
| Arizona State Retirement System | 12,949 | $1.08M | 0.01% | +453+3.6% | Added |
| Ensign Peak Advisors, Inc | 12,930 | $1.08M | 0.00% | −5,000−27.9% | Reduced |
| Oregon Public Employees Retirement Fund | 12,797 | $1.07M | 0.01% | +228+1.8% | Added |
| Ziegler Capital Management, LLC | 12,475 | $1.04M | 0.04% | −4,106−24.8% | Reduced |
| Lido Advisors, LLC | 11,633 | $971.6K | 0.02% | +3,367+40.7% | Added |
| Louisiana State Employees Retirement System | 11,600 | $969.0K | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 11,582 | $967.0K | 0.00% | +75+0.7% | Added |
| AMG National Trust Bank | 11,172 | $933.1K | 0.03% | +124+1.1% | Added |
| State of Michigan Retirement System | 11,041 | $922.1K | 0.01% | +100+0.9% | Added |
| ExodusPoint Capital Management, LP | 10,873 | $908.0K | 0.01% | −35,645−76.6% | Reduced |
| Jennison Associates LLC | 10,609 | $886.1K | 0.00% | +181+1.7% | Added |
| Prudential PLC | 10,079 | $841.8K | 0.01% | −306−2.9% | Reduced |
| Farmers & Merchants Investments Inc | 10,020 | $836.9K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,687 | $809.0K | 0.01% | −361−3.6% | Reduced |
| Rafferty Asset Management, LLC | 9,502 | $793.6K | 0.01% | −1,839−16.2% | Reduced |
| Diversified Trust Co | 9,164 | $765.0K | 0.03% | −213−2.3% | Reduced |
| Los Angeles Capital Management LLC | 8,886 | $742.2K | 0.00% | −19,241−68.4% | Reduced |
| Keybank National Association | 8,815 | $736.2K | 0.00% | +185+2.1% | Added |
| Marshall Wace, LLP | 8,700 | $726.6K | 0.00% | −9,810−53.0% | Reduced |
| Federated Hermes, Inc. | 8,642 | $721.8K | 0.00% | +1,637+23.4% | Added |
| Bailard, Inc. | 8,629 | $720.7K | 0.03% | +1,216+16.4% | Added |
| Pacer Advisors, Inc. | 8,328 | $695.6K | 0.00% | +8,328 | New |
| Public Employees Retirement Association of Colorado | 8,272 | $691.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,249 | $689.0K | 0.00% | −923−10.1% | Reduced |
| AE Wealth Management LLC | 8,004 | $668.5K | 0.00% | +422+5.6% | Added |
| State Board of Administration of Florida Retirement System | 7,921 | $661.6K | 0.00% | +690+9.5% | Added |
| Financial Advisory Service, Inc. | 7,844 | $655.2K | 0.07% | +816+11.6% | Added |
| Pathstone Family Office, LLC | 7,970 | $646.0K | 0.01% | +66+0.8% | Added |
| Versor Investments LP | 7,400 | $618.0K | 0.05% | +7,400 | New |
| Kavar Capital Partners Group, LLC | 7,102 | $593.2K | 0.14% | 00.0% | Unchanged |
| Bank of Montreal | 6,873 | $579.2K | 0.00% | +419+6.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,850 | $572.1K | 0.00% | +1,157+20.3% | Added |
| New Mexico Educational Retirement Board | 6,800 | $568.0K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 6,773 | $565.7K | 0.01% | +10.0% | Added |
| Teachers Retirement System of the State of Kentucky | 6,713 | $561.0K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,700 | $559.6K | 0.01% | +6,700 | New |
| Janus Henderson Group PLC | 6,526 | $544.8K | 0.00% | +6,526 | New |
| Handelsbanken Fonder AB | 6,430 | $537.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 6,405 | $534.9K | 0.00% | −1,229−16.1% | Reduced |
| State of Alaska, Department of Revenue | 6,035 | $504.0K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 5,825 | $486.5K | 0.01% | +644+12.4% | Added |
| State of Wisconsin Investment Board | 5,721 | $477.8K | 0.00% | −2,847−33.2% | Reduced |
| United Capital Management of KS, Inc. | 5,635 | $470.6K | 0.19% | +10.0% | Added |
| DekaBank Deutsche Girozentrale | 5,648 | $470.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 5,600 | $467.7K | 0.00% | −7,800−58.2% | Reduced |
| Prudential Financial Inc | 5,530 | $461.8K | 0.00% | +30+0.5% | Added |
| Martingale Asset Management L P | 5,500 | $459.4K | 0.01% | −117−2.1% | Reduced |
| Pictet Asset Management SA | 5,411 | $452.0K | 0.00% | +2,412+80.4% | Added |
| Schonfeld Strategic Advisors LLC | 5,244 | $438.0K | 0.00% | +5,244 | New |
| Cetera Advisor Networks LLC | 5,237 | $437.4K | 0.00% | +2,229+74.1% | Added |
| HighTower Advisors, LLC | 5,071 | $424.0K | 0.00% | +2,342+85.8% | Added |
| Papp L Roy & Associates | 4,485 | $374.6K | 0.05% | 00.0% | Unchanged |
| Country Club Bank | 4,445 | $371.3K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,432 | $370.2K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,370 | $365.0K | 0.02% | −6,260−58.9% | Reduced |
| BKD Wealth Advisors, LLC | 4,325 | $361.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,261 | $355.9K | 0.31% | −12−0.3% | Reduced |
| LPL Financial LLC | 4,127 | $344.7K | 0.00% | +624+17.8% | Added |
| Qube Research & Technologies Ltd | 4,099 | $342.3K | 0.00% | +4,099 | New |
| Northwestern Mutual Investment Management Company, LLC | 4,024 | $336.1K | 0.01% | −2,255−35.9% | Reduced |
| The PNC Financial Services Group, Inc. | 4,016 | $335.4K | 0.00% | −749−15.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $334.1K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 4,000 | $334.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,970 | $331.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,917 | $327.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,881 | $324.1K | 0.05% | +2,120+120.4% | Added |
| Commonwealth Equity Services, LLC | 3,761 | $314.0K | 0.00% | −239−6.0% | Reduced |
| Bank of Nova Scotia | 3,649 | $304.8K | 0.00% | +3,649 | New |
| Mirabella Financial Services LLP | 3,638 | $303.8K | 0.03% | +3,638 | New |
| Alps Advisors Inc | 3,582 | $299.2K | 0.00% | −20−0.6% | Reduced |
| Graham Capital Management, L.P. | 3,388 | $283.0K | 0.01% | −16,849−83.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $282.9K | 0.23% | +3,387 | New |
| Regions Financial Corp | 3,349 | $280.0K | 0.00% | −86−2.5% | Reduced |
| KBC Group NV | 3,295 | $275.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 3,244 | $270.9K | 0.01% | −244−7.0% | Reduced |
| Profund Advisors LLC | 3,198 | $267.1K | 0.02% | +181+6.0% | Added |
| Tandem Investment Advisors, Inc. | 3,105 | $259.0K | 0.01% | −2,625−45.8% | Reduced |