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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 3,054 | $255.1K | 0.01% | +50+1.7% | Added |
| Mackenzie Financial Corp | 2,977 | $248.6K | 0.00% | −62,261−95.4% | Reduced |
| Quantamental Technologies LLC | 2,869 | $239.6K | 0.11% | +183+6.8% | Added |
| Kornitzer Capital Management Inc | 2,830 | $236.4K | 0.00% | −200−6.6% | Reduced |
| CWM Advisors, LLC | 2,807 | $234.4K | 0.03% | +355+14.5% | Added |
| Old National Bancorp | 2,806 | $234.0K | 0.01% | −875−23.8% | Reduced |
| High Net Worth Advisory Group LLC | 2,800 | $233.9K | 0.09% | −300−9.7% | Reduced |
| Pitcairn Co | 2,794 | $233.4K | 0.02% | −89−3.1% | Reduced |
| FORA Capital, LLC | 2,758 | $230.3K | 0.04% | +2,758 | New |
| Crossmark Global Holdings, Inc. | 2,731 | $228.0K | 0.01% | −632−18.8% | Reduced |
| Metropolitan Life Insurance Co | 2,706 | $226.0K | 0.01% | +103+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,661 | $222.2K | 0.00% | +2,661 | New |
| Manchester Capital Management LLC | 2,643 | $220.7K | 0.03% | +2,643 | New |
| Laffer Tengler Investments | 2,553 | $213.2K | 0.06% | +2,553 | New |
| CWM, LLC | 2,433 | $203.0K | 0.00% | −92−3.6% | Reduced |
| Acadian Asset Management LLC | 2,270 | $188.0K | 0.00% | −520−18.6% | Reduced |
| Allworth Financial LP | 2,180 | $182.1K | 0.00% | +5+0.2% | Added |
| Quantbot Technologies LP | 2,125 | $177.5K | 0.01% | −715−25.2% | Reduced |
| Arete Wealth Advisors, LLC | 26,852 | $175.3K | 0.02% | +26,852 | New |
| Money Concepts Capital Corp | 1,520 | $127.0K | 0.01% | −1,881−55.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,507 | $125.0K | 0.00% | −72−4.6% | Reduced |
| Parallel Advisors, LLC | 1,453 | $121.4K | 0.01% | +346+31.3% | Added |
| Quadrant Capital Group LLC | 1,368 | $114.3K | 0.01% | +998+269.7% | Added |
| Advisor Group Holdings, Inc. | 1,342 | $112.6K | 0.00% | −491−26.8% | Reduced |
| US Asset Management LLC | 1,305 | $109.0K | 0.12% | +1,305 | New |
| PEAK6 Investments LLC | 1,007 | $84.1K | 0.00% | −87−8.0% | Reduced |
| Picton Mahoney Asset Management | 812 | $68.0K | 0.00% | +50+6.6% | Added |
| Pinebridge Investments, L.P. | 591 | $49.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 568 | $47.4K | 0.00% | +162+39.9% | Added |
| MBM Wealth Consultants, LLC | 514 | $42.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 434 | $36.4K | 0.00% | −15−3.3% | Reduced |
| Bartlett & Co. LLC | 434 | $36.0K | 0.00% | −15−3.3% | Reduced |
| Ci Investments Inc. | 390 | $33.0K | 0.00% | +76+24.2% | Added |
| GWM Advisors LLC | 816 | $25.7K | 0.00% | +816 | New |
| Nomura Asset Management Co Ltd | 300 | $25.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 305 | $25.0K | 0.02% | +176+136.4% | Added |
| Geneos Wealth Management Inc. | 250 | $20.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 237 | $19.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 207 | $17.3K | 0.00% | +77+59.2% | Added |
| State of Wyoming | 155 | $12.9K | 0.00% | +155 | New |
| Northwestern Mutual Wealth Management Co | 128 | $10.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $9.94K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 103 | $8.64K | 0.00% | +103 | New |
| Quent Capital, LLC | 82 | $6.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 63 | $5.26K | 0.00% | −47−42.7% | Reduced |
| Fifth Third Bancorp | 60 | $5.01K | 0.00% | −71−54.2% | Reduced |
| FNY Investment Advisers, LLC | 50 | $4.00K | 0.01% | +50 | New |
| Spire Wealth Management | 49 | $4.00K | 0.00% | +49 | New |
| Private Trust Co NA | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 33 | $2.86K | 0.00% | +16+94.1% | Added |
| JFS Wealth Advisors, LLC | 32 | $2.67K | 0.00% | −11−25.6% | Reduced |
| Bell Investment Advisors, Inc | 28 | $2.34K | 0.00% | +6+27.3% | Added |
| TCI Wealth Advisors, Inc. | 27 | $2.25K | 0.00% | −89−76.7% | Reduced |
| FinTrust Capital Advisors, LLC | 24 | $2.00K | 0.00% | −85−78.0% | Reduced |
| IFP Advisors, Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 23 | $1.93K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 21 | $1.75K | 0.00% | +21 | New |
| M&R Capital Management Inc | 19 | $1.59K | 0.00% | +19 | New |
| Schubert & Co | 12 | $1.00K | 0.00% | −19−61.3% | Reduced |
| Massmutual Trust Co FSB | 7 | $1.00K | 0.00% | −19−73.1% | Reduced |
| SJS Investment Consulting Inc. | 11 | $919 | 0.00% | +3+37.5% | Added |
| Disciplined Investments, LLC | 8 | $668 | 0.00% | −1−11.1% | Reduced |
| 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 |
| 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 |