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, 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 | 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, 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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 2 | $116 | 0.00% | −9−81.8% | Reduced |
| Versant Capital Management, Inc | 3 | $173 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $174 | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 7 | $404 | 0.00% | +7 | New |
| Proequities, Inc. | 7 | $406 | 0.00% | −16−69.6% | Reduced |
| Ellevest, Inc. | 10 | $577 | 0.00% | +10 | New |
| Schubert & Co | 11 | $635 | 0.00% | −1−8.3% | Reduced |
| Spire Wealth Management | 14 | $808 | 0.00% | −35−71.4% | Reduced |
| JJJ Advisors Inc. | 17 | $990 | 0.00% | −16−48.5% | Reduced |
| Toronto Dominion Bank | 9 | $1.00K | 0.00% | +9 | New |
| Pinnacle Financial Partners Inc | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $1.39K | 0.00% | +17+242.9% | Added |
| Concord Wealth Partners | 25 | $1.44K | 0.00% | +22+733.3% | Added |
| FNY Investment Advisers, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $2.02K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $2.48K | 0.00% | +15+53.6% | Added |
| Hexagon Capital Partners LLC | 46 | $2.65K | 0.00% | −17−27.0% | Reduced |
| Belpointe Asset Management LLC | 50 | $2.89K | 0.00% | +50 | New |
| Quent Capital, LLC | 82 | $4.73K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $6.87K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $7.39K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 165 | $9.52K | 0.00% | −42−20.3% | Reduced |
| Larson Financial Group LLC | 200 | $11.5K | 0.00% | +200 | New |
| Fifth Third Bancorp | 209 | $12.1K | 0.00% | +149+248.3% | Added |
| Geneos Wealth Management Inc. | 250 | $14.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 251 | $14.5K | 0.00% | +224+829.6% | Added |
| City State Bank | 300 | $17.0K | 0.01% | +300 | New |
| Nomura Asset Management Co Ltd | 300 | $17.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 328 | $18.9K | 0.00% | +91+38.4% | Added |
| Lazard Asset Management LLC | 355 | $20.0K | 0.00% | +355 | New |
| Covestor Ltd | 357 | $21.0K | 0.02% | +52+17.0% | Added |
| MBM Wealth Consultants, LLC | 514 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 423 | $24.0K | 0.00% | +33+8.5% | Added |
| Missouri Trust & Investment Co | 500 | $28.9K | 0.02% | +500 | New |
| Pinebridge Investments, L.P. | 591 | $34.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 609 | $35.2K | 0.00% | −207−25.4% | Reduced |
| Signaturefd, LLC | 928 | $53.6K | 0.00% | +360+63.4% | Added |
| Parallel Advisors, LLC | 1,210 | $69.9K | 0.00% | −243−16.7% | Reduced |
| Quadrant Capital Group LLC | 1,218 | $70.3K | 0.01% | −150−11.0% | Reduced |
| US Asset Management LLC | 1,288 | $74.0K | 0.08% | −17−1.3% | Reduced |
| DuPont Capital Management Corp | 1,477 | $85.3K | 0.00% | +1,477 | New |
| PEAK6 Investments LLC | 1,644 | $94.9K | 0.01% | +637+63.3% | Added |
| Advisor Group Holdings, Inc. | 2,034 | $117.4K | 0.00% | +692+51.6% | Added |
| Parallax Volatility Advisers, L.P. | 2,288 | $132.1K | 0.00% | +2,288 | New |
| Metropolitan Life Insurance Co | 2,362 | $136.3K | 0.01% | −344−12.7% | Reduced |
| Laffer Tengler Investments | 2,517 | $145.3K | 0.04% | −36−1.4% | Reduced |
| Dark Forest Capital Management LP | 2,589 | $149.4K | 0.04% | +2,589 | New |
| Manchester Capital Management LLC | 2,679 | $154.6K | 0.02% | +36+1.4% | Added |
| CWM, LLC | 2,730 | $158.0K | 0.00% | +297+12.2% | Added |
| Public Employees Retirement Association of Colorado | 3,216 | $186.0K | 0.00% | −5,056−61.1% | Reduced |
| KBC Group NV | 3,295 | $190.0K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $195.5K | 0.15% | 00.0% | Unchanged |
| LPL Financial LLC | 3,535 | $204.1K | 0.00% | −592−14.3% | Reduced |
| Profund Advisors LLC | 3,681 | $212.5K | 0.01% | +483+15.1% | Added |
| Commonwealth Equity Services, LLC | 3,717 | $214.0K | 0.00% | −44−1.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,755 | $216.7K | 0.00% | −40,977−91.6% | Reduced |
| Atwood & Palmer Inc | 3,763 | $217.2K | 0.02% | −669−15.1% | Reduced |
| Raymond James & Associates | 3,820 | $220.5K | 0.00% | −11,201−74.6% | Reduced |
| Central Trust Co | 3,917 | $226.1K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,970 | $229.1K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 4,000 | $230.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $230.9K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,094 | $236.3K | 0.00% | +512+14.3% | Added |
| Gotham Asset Management, LLC | 4,143 | $239.1K | 0.01% | +4,143 | New |
| Toroso Investments, LLC | 4,202 | $243.0K | 0.01% | +4,202 | New |
| Keebeck Alpha, LP | 4,240 | $244.7K | 0.29% | +4,240 | New |
| Fortitude Advisory Group L.L.C. | 4,261 | $245.9K | 0.19% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,433 | $255.9K | 0.02% | +4,433 | New |
| Papp L Roy & Associates | 4,485 | $258.9K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,497 | $259.6K | 0.00% | +4,497 | New |
| AE Wealth Management LLC | 4,602 | $265.6K | 0.00% | −3,402−42.5% | Reduced |
| Cetera Advisor Networks LLC | 4,742 | $273.7K | 0.00% | −495−9.5% | Reduced |
| CWM Advisors, LLC | 4,763 | $274.9K | 0.03% | +1,956+69.7% | Added |
| Two Sigma Advisers, LP | 4,800 | $277.1K | 0.00% | +4,800 | New |
| Pictet Asset Management SA | 4,819 | $278.2K | 0.00% | −592−10.9% | Reduced |
| Citigroup Inc | 4,901 | $282.9K | 0.00% | −9,944−67.0% | Reduced |
| HighTower Advisors, LLC | 4,976 | $286.0K | 0.00% | −95−1.9% | Reduced |
| Los Angeles Capital Management LLC | 5,025 | $290.0K | 0.00% | −3,861−43.5% | Reduced |
| The PNC Financial Services Group, Inc. | 5,069 | $292.6K | 0.00% | +1,053+26.2% | Added |
| Bank of Nova Scotia | 5,358 | $309.3K | 0.00% | +1,709+46.8% | Added |
| Pathstone Family Office, LLC | 5,407 | $315.5K | 0.01% | −2,563−32.2% | Reduced |
| Martingale Asset Management L P | 5,500 | $317.5K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 5,529 | $319.1K | 0.01% | −3,100−35.9% | Reduced |
| United Capital Management of KS, Inc. | 5,636 | $325.3K | 0.12% | +10.0% | Added |
| Country Club Bank | 5,706 | $334.6K | 0.03% | +1,261+28.4% | Added |
| State of Alaska, Department of Revenue | 5,995 | $346.0K | 0.00% | −40−0.7% | Reduced |
| Sciencast Management LP | 6,704 | $361.6K | 0.48% | +6,704 | New |
| Occudo Quantitative Strategies LP | 6,304 | $363.9K | 0.03% | +6,304 | New |
| Versor Investments LP | 6,600 | $381.0K | 0.05% | −800−10.8% | Reduced |
| Virginia Retirement Systems Et Al | 6,700 | $386.7K | 0.00% | +1,100+19.6% | Added |
| Teachers Retirement System of the State of Kentucky | 6,713 | $387.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 6,825 | $393.9K | 0.01% | +52+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,850 | $395.4K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 7,102 | $409.9K | 0.09% | 00.0% | Unchanged |
| Bank of Montreal | 7,268 | $430.0K | 0.00% | +395+5.7% | Added |
| Caxton Associates LP | 7,522 | $434.2K | 0.07% | +7,522 | New |
| State of Wisconsin Investment Board | 7,579 | $437.5K | 0.00% | +1,858+32.5% | Added |
| Petrus Trust Company, LTA | 7,641 | $441.0K | 0.05% | +7,641 | New |