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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q1 2023
Institutional positions in Umb Financial Corp as of Mar 31, 2023. 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
- 260
- −3 vs. Q4 2022
- Shares held
- 42.4M
- −280.1K (−0.7%) vs. Q4 2022
- Total value
- $2.46B
- −$1.11B (−31.1%) vs. Q4 2022
- New holders
- 45
- 109 more added
- Sold out
- 48
- 73 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 483 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 5,710,076 | $329.6M | 5.27% | +3,079+0.1% | Added |
| BlackRock Inc. | 5,631,675 | $325.1M | 0.01% | +42,750+0.8% | Added |
| Vanguard Group Inc | 4,471,294 | $258.1M | 0.01% | +11,316+0.3% | Added |
| State Street Corp | 4,114,522 | $239.0M | 0.01% | +482,916+13.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,824,822 | $105.3M | 0.17% | +15,583+0.9% | Added |
| American Century Companies Inc | 1,665,768 | $96.1M | 0.08% | −54,659−3.2% | Reduced |
| Victory Capital Management Inc | 1,597,748 | $92.2M | 0.10% | −20,092−1.2% | Reduced |
| Dimensional Fund Advisors LP | 1,134,389 | $65.5M | 0.02% | +25,714+2.3% | Added |
| Wellington Management Group LLP | 1,019,048 | $58.8M | 0.01% | +528,715+107.8% | Added |
| Geode Capital Management, LLC | 883,608 | $51.0M | 0.01% | +32,178+3.8% | Added |
| Bank of New York Mellon Corp | 761,241 | $43.9M | 0.01% | +93,857+14.1% | Added |
| Boston Trust Walden Corp | 736,431 | $42.5M | 0.37% | −275,371−27.2% | Reduced |
| Ameriprise Financial Inc | 651,768 | $37.6M | 0.01% | −38,771−5.6% | Reduced |
| Global Alpha Capital Management Ltd. | 576,369 | $33.3M | 3.02% | +16,047+2.9% | Added |
| Northern Trust Corp | 557,011 | $32.2M | 0.01% | −3,717−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 482,988 | $27.9M | 0.01% | +4,712+1.0% | Added |
| Norges Bank | 457,587 | $26.4M | 0.01% | +12,382+2.8% | Added |
| Millennium Management LLC | 453,976 | $26.2M | 0.03% | +100,109+28.3% | Added |
| Brown Advisory Inc | 425,883 | $24.6M | 0.04% | −268,849−38.7% | Reduced |
| ProShare Advisors LLC | 407,640 | $23.5M | 0.07% | +28,408+7.5% | Added |
| Massachusetts Financial Services Co | 349,707 | $20.2M | 0.01% | −381,192−52.2% | Reduced |
| Goldman Sachs Group Inc | 347,916 | $20.1M | 0.01% | +98,252+39.4% | Added |
| Fisher Asset Management, LLC | 331,309 | $19.2M | 0.01% | −9,506−2.8% | Reduced |
| Bank of America Corp | 330,130 | $19.1M | 0.00% | +46,823+16.5% | Added |
| FMR LLC | 285,269 | $16.5M | 0.00% | −435,589−60.4% | Reduced |
| Morgan Stanley | 245,334 | $14.2M | 0.00% | +89,651+57.6% | Added |
| Invesco Ltd. | 236,954 | $13.7M | 0.00% | +143,219+152.8% | Added |
| Nuveen Asset Management, LLC | 217,639 | $12.6M | 0.00% | +74,481+52.0% | Added |
| JPMorgan Chase & Co | 206,283 | $11.9M | 0.00% | −16,867−7.6% | Reduced |
| Principal Financial Group Inc | 172,792 | $9.97M | 0.01% | +3,547+2.1% | Added |
| SEI Investments Co | 165,194 | $9.53M | 0.02% | +12,244+8.0% | Added |
| Rhumbline Advisers | 164,904 | $9.52M | 0.01% | +1,692+1.0% | Added |
| Jacobs Levy Equity Management, Inc | 152,832 | $8.82M | 0.05% | +68,596+81.4% | Added |
| Third Avenue Management LLC | 149,423 | $8.62M | 1.47% | +20,471+15.9% | Added |
| Brandywine Global Investment Management, LLC | 147,404 | $8.51M | 0.07% | +31,427+27.1% | Added |
| Renaissance Technologies LLC | 141,500 | $8.17M | 0.01% | +900+0.6% | Added |
| Tributary Capital Management, LLC | 139,515 | $8.05M | 0.75% | +32,360+30.2% | Added |
| Voya Investment Management LLC | 135,890 | $7.84M | 0.01% | −10,393−7.1% | Reduced |
| Man Group plc | – | $7.01M | 0.02% | – | – |
| Captrust Financial Advisors | 120,004 | $6.93M | 0.03% | −2,184−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 117,676 | $6.79M | 0.06% | +117,676 | New |
| Deutsche Bank AG | 115,414 | $6.66M | 0.00% | +21,261+22.6% | Added |
| First Trust Advisors LP | 109,849 | $6.34M | 0.01% | +16,963+18.3% | Added |
| Citadel Advisors LLC | 106,037 | $6.12M | 0.01% | +75,436+246.5% | Added |
| Mutual of America Capital Management LLC | 105,109 | $6.07M | 0.07% | −2,928−2.7% | Reduced |
| Alliancebernstein L.P. | 104,059 | $6.01M | 0.00% | −778−0.7% | Reduced |
| Royce & Associates LP | 103,874 | $6.00M | 0.06% | −6,803−6.1% | Reduced |
| California Public Employees Retirement System | 101,572 | $5.86M | 0.01% | −6,639−6.1% | Reduced |
| Legal & General Group Plc | 99,436 | $5.74M | 0.00% | +2,978+3.1% | Added |
| Swiss National Bank | 99,100 | $5.72M | 0.00% | −11,700−10.6% | Reduced |
| AQR Capital Management LLC | 98,019 | $5.66M | 0.01% | −108,399−52.5% | Reduced |
| American International Group, Inc. | 87,916 | $5.07M | 0.03% | −187−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 86,605 | $5.00M | 0.01% | +69,823+416.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 86,000 | $4.96M | 0.12% | +86,000 | New |
| Congress Asset Management Co | 83,515 | $4.82M | 0.04% | +6,863+9.0% | Added |
| Ergoteles LLC | 80,769 | $4.66M | 0.18% | +43,722+118.0% | Added |
| New York State Teachers Retirement System | 79,212 | $4.57M | 0.01% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 74,030 | $4.27M | 0.03% | +2,610+3.7% | Added |
| Qube Research & Technologies Ltd | 67,805 | $3.91M | 0.02% | +63,706+1,554.2% | Added |
| Putnam Investments LLC | 65,236 | $3.77M | 0.01% | +559+0.9% | Added |
| Arrowstreet Capital, Limited Partnership | 64,403 | $3.72M | 0.00% | +64,403 | New |
| AXA S.A. | 61,100 | $3.53M | 0.01% | +41,300+208.6% | Added |
| Twinbeech Capital LP | 59,780 | $3.45M | 0.07% | +59,780 | New |
| WealthPLAN Partners, LLC | 59,212 | $3.42M | 0.39% | −41,488−41.2% | Reduced |
| Russell Investments Group, Ltd. | 59,153 | $3.41M | 0.01% | +36,304+158.9% | Added |
| Wells Fargo & Company | 58,920 | $3.40M | 0.00% | +13,011+28.3% | Added |
| WealthPlan Investment Management, LLC | 58,725 | $3.39M | 0.58% | −30,464−34.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 58,466 | $3.38M | 0.18% | +8,954+18.1% | Added |
| Retirement Systems of Alabama | 56,821 | $3.28M | 0.01% | −488−0.9% | Reduced |
| California State Teachers Retirement System | 56,705 | $3.27M | 0.00% | −803−1.4% | Reduced |
| Barclays PLC | 52,259 | $3.02M | 0.00% | +7,103+15.7% | Added |
| UBS Asset Management Americas Inc | 52,149 | $3.01M | 0.00% | +3,397+7.0% | Added |
| Assenagon Asset Management S.A. | 51,188 | $2.95M | 0.01% | +29,337+134.3% | Added |
| Manufacturers Life Insurance Company, The | 49,627 | $2.86M | 0.00% | −1,344−2.6% | Reduced |
| MetLife Investment Management | 48,618 | $2.81M | 0.02% | −1,298−2.6% | Reduced |
| HRT Financial LP | 48,328 | $2.79M | 0.03% | +27,259+129.4% | Added |
| Thrivent Financial for Lutherans | 48,162 | $2.78M | 0.01% | +36,580+315.8% | Added |
| Jump Financial, LLC | 44,435 | $2.56M | 0.10% | +27,938+169.4% | Added |
| Credit Suisse AG | 43,815 | $2.53M | 0.00% | +3,460+8.6% | Added |
| Engineers Gate Manager LP | 41,200 | $2.38M | 0.10% | +19,926+93.7% | Added |
| Tudor Investment Corp Et Al | 40,784 | $2.35M | 0.04% | +40,784 | New |
| Walleye Capital LLC | 40,780 | $2.35M | 0.05% | +40,780 | New |
| Financial Counselors Inc | 40,164 | $2.32M | 0.05% | +976+2.5% | Added |
| GHP Investment Advisors, Inc. | 39,927 | $2.30M | 0.15% | +285+0.7% | Added |
| Texas Permanent School Fund | 39,869 | $2.30M | 0.02% | +10,637+36.4% | Added |
| Agf Management Ltd | 37,779 | $2.18M | 0.01% | −3,053−7.5% | Reduced |
| State of Tennessee, Treasury Department | 36,853 | $2.13M | 0.01% | +574+1.6% | Added |
| BNP Paribas Arbitrage, SA | 36,511 | $2.11M | 0.00% | +11,865+48.1% | Added |
| UBS Group AG | 34,613 | $2.00M | 0.00% | +6,120+21.5% | Added |
| Algert Global LLC | 34,555 | $1.99M | 0.09% | +1,752+5.3% | Added |
| Great West Life Assurance Co | 34,081 | $1.97M | 0.00% | −978−2.8% | Reduced |
| Jane Street Group, LLC | 33,497 | $1.93M | 0.00% | +27,092+423.0% | Added |
| Two Sigma Investments, LP | 33,485 | $1.93M | 0.01% | +33,485 | New |
| Squarepoint Ops LLC | 30,389 | $1.75M | 0.01% | +15,070+98.4% | Added |
| Commerce Bank | 29,062 | $1.68M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 29,028 | $1.68M | 0.00% | −8,771−23.2% | Reduced |
| Amalgamated Bank | 27,602 | $1.59M | 0.01% | −1,820−6.2% | Reduced |
| Envestnet Asset Management Inc | 27,386 | $1.58M | 0.00% | −8,320−23.3% | Reduced |
| Winton Group Ltd | 26,659 | $1.54M | 0.09% | +5,341+25.1% | Added |
| Duality Advisers, LP | 26,607 | $1.54M | 0.17% | +26,607 | New |