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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 7,900 | $456.0K | 0.02% | +1,100+16.2% | Added |
| New York Life Investment Management LLC | 7,917 | $457.0K | 0.01% | +2,092+35.9% | Added |
| State Board of Administration of Florida Retirement System | 7,921 | $457.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 8,020 | $462.9K | 0.02% | −2,000−20.0% | Reduced |
| XTX Topco Ltd | 8,103 | $467.7K | 0.10% | +8,103 | New |
| Financial Advisory Service, Inc. | 8,153 | $470.6K | 0.05% | +309+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,250 | $476.0K | 0.00% | +10.0% | Added |
| Keybank National Association | 8,395 | $484.6K | 0.00% | −420−4.8% | Reduced |
| Point72 Middle East FZE | 8,454 | $488.0K | 0.03% | +8,454 | New |
| Aquatic Capital Management LLC | 9,000 | $519.0K | 0.03% | +9,000 | New |
| Axq Capital, LP | 9,100 | $525.3K | 0.21% | +9,100 | New |
| Federated Hermes, Inc. | 9,192 | $530.6K | 0.00% | +550+6.4% | Added |
| Aaron Wealth Advisors | 9,269 | $535.0K | 0.07% | +9,269 | New |
| Cornercap Investment Counsel Inc | 9,400 | $542.6K | 0.10% | +9,400 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,647 | $556.8K | 0.01% | +5,623+139.7% | Added |
| Prudential PLC | 9,803 | $565.8K | 0.01% | −276−2.7% | Reduced |
| US Bancorp | 9,853 | $568.7K | 0.00% | −4,915−33.3% | Reduced |
| Prudential Financial Inc | 10,102 | $583.1K | 0.00% | +4,572+82.7% | Added |
| Simplex Trading, LLC | 10,862 | $626.0K | 0.03% | +10,862 | New |
| State of Michigan Retirement System | 10,941 | $631.5K | 0.00% | −100−0.9% | Reduced |
| Virtu Financial LLC | 11,282 | $651.0K | 0.07% | +11,282 | New |
| Handelsbanken Fonder AB | 11,430 | $660.0K | 0.00% | +5,000+77.8% | Added |
| Louisiana State Employees Retirement System | 11,500 | $663.8K | 0.02% | −100−0.9% | Reduced |
| CM Wealth Advisors LLC | 10,868 | $669.0K | 0.13% | +10,868 | New |
| Truist Financial Corp | 11,743 | $677.8K | 0.00% | +11,743 | New |
| Royal Bank of Canada | 12,714 | $735.0K | 0.00% | −5,622−30.7% | Reduced |
| Mariner, LLC | 12,726 | $735.0K | 0.00% | −331−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 12,797 | $738.6K | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,298 | $767.6K | 0.01% | +349+2.7% | Added |
| Ensign Peak Advisors, Inc | 14,980 | $864.6K | 0.00% | +2,050+15.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,435 | $890.9K | 0.10% | +15,435 | New |
| Paragon Capital Management LLC | 15,463 | $892.5K | 0.54% | −315−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 15,570 | $899.0K | 0.00% | +20+0.1% | Added |
| Teacher Retirement System of Texas | 16,068 | $927.0K | 0.01% | +2,534+18.7% | Added |
| Nisa Investment Advisors, LLC | 17,270 | $997.0K | 0.01% | −105−0.6% | Reduced |
| Quadrature Capital Ltd | 17,594 | $1.01M | 0.03% | +17,594 | New |
| Keeley-Teton Advisors, LLC | 17,669 | $1.02M | 0.13% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,851 | $1.03M | 0.03% | +13,481+308.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,104 | $1.10M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 19,422 | $1.12M | 0.02% | +9,735+100.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,587 | $1.13M | 0.01% | +27+0.1% | Added |
| Tang Capital Management LLC | 20,000 | $1.15M | 0.17% | +20,000 | New |
| Janus Henderson Group PLC | 21,294 | $1.23M | 0.00% | +14,768+226.3% | Added |
| First National Bank of Omaha | 21,360 | $1.23M | 0.07% | +782+3.8% | Added |
| Meritage Portfolio Management | 21,721 | $1.25M | 0.09% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 22,013 | $1.27M | 0.02% | −150−0.7% | Reduced |
| Graham Capital Management, L.P. | 22,120 | $1.28M | 0.04% | +18,732+552.9% | Added |
| PDT Partners, LLC | 22,214 | $1.28M | 0.17% | +90.0% | Added |
| Guggenheim Capital LLC | 22,319 | $1.29M | 0.01% | +4,157+22.9% | Added |
| Isthmus Partners, LLC | 22,506 | $1.30M | 0.18% | +1,290+6.1% | Added |
| Federation des caisses Desjardins du Quebec | 22,629 | $1.31M | 0.01% | +120+0.5% | Added |
| New York State Common Retirement Fund | 22,912 | $1.32M | 0.00% | −8,895−28.0% | Reduced |
| Bridgeway Capital Management, LLC | 23,300 | $1.34M | 0.04% | +23,300 | New |
| Ameritas Investment Partners, Inc. | 23,519 | $1.36M | 0.05% | −1,132−4.6% | Reduced |
| Gsa Capital Partners LLP | 24,397 | $1.41M | 0.14% | +24,397 | New |
| Price T Rowe Associates Inc | 24,833 | $1.43M | 0.00% | +1,917+8.4% | Added |
| Creative Planning | 25,277 | $1.46M | 0.00% | +8,236+48.3% | Added |
| State of New Jersey Common Pension Fund D | 25,570 | $1.48M | 0.01% | −2,200−7.9% | Reduced |
| ExodusPoint Capital Management, LP | 25,738 | $1.49M | 0.02% | +14,865+136.7% | Added |
| Rafferty Asset Management, LLC | 26,137 | $1.51M | 0.01% | +16,635+175.1% | Added |
| Duality Advisers, LP | 26,607 | $1.54M | 0.17% | +26,607 | New |
| Winton Group Ltd | 26,659 | $1.54M | 0.09% | +5,341+25.1% | Added |
| Envestnet Asset Management Inc | 27,386 | $1.58M | 0.00% | −8,320−23.3% | Reduced |
| Amalgamated Bank | 27,602 | $1.59M | 0.01% | −1,820−6.2% | Reduced |
| Susquehanna International Group, LLP | 29,028 | $1.68M | 0.00% | −8,771−23.2% | Reduced |
| Commerce Bank | 29,062 | $1.68M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 30,389 | $1.75M | 0.01% | +15,070+98.4% | Added |
| Two Sigma Investments, LP | 33,485 | $1.93M | 0.01% | +33,485 | New |
| Jane Street Group, LLC | 33,497 | $1.93M | 0.00% | +27,092+423.0% | Added |
| Great West Life Assurance Co | 34,081 | $1.97M | 0.00% | −978−2.8% | Reduced |
| Algert Global LLC | 34,555 | $1.99M | 0.09% | +1,752+5.3% | Added |
| UBS Group AG | 34,613 | $2.00M | 0.00% | +6,120+21.5% | Added |
| BNP Paribas Arbitrage, SA | 36,511 | $2.11M | 0.00% | +11,865+48.1% | Added |
| State of Tennessee, Treasury Department | 36,853 | $2.13M | 0.01% | +574+1.6% | Added |
| Agf Management Ltd | 37,779 | $2.18M | 0.01% | −3,053−7.5% | Reduced |
| Texas Permanent School Fund | 39,869 | $2.30M | 0.02% | +10,637+36.4% | Added |
| GHP Investment Advisors, Inc. | 39,927 | $2.30M | 0.15% | +285+0.7% | Added |
| Financial Counselors Inc | 40,164 | $2.32M | 0.05% | +976+2.5% | Added |
| Walleye Capital LLC | 40,780 | $2.35M | 0.05% | +40,780 | New |
| Tudor Investment Corp Et Al | 40,784 | $2.35M | 0.04% | +40,784 | New |
| Engineers Gate Manager LP | 41,200 | $2.38M | 0.10% | +19,926+93.7% | Added |
| Credit Suisse AG | 43,815 | $2.53M | 0.00% | +3,460+8.6% | Added |
| Jump Financial, LLC | 44,435 | $2.56M | 0.10% | +27,938+169.4% | Added |
| Thrivent Financial for Lutherans | 48,162 | $2.78M | 0.01% | +36,580+315.8% | Added |
| HRT Financial LP | 48,328 | $2.79M | 0.03% | +27,259+129.4% | Added |
| MetLife Investment Management | 48,618 | $2.81M | 0.02% | −1,298−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 49,627 | $2.86M | 0.00% | −1,344−2.6% | Reduced |
| Assenagon Asset Management S.A. | 51,188 | $2.95M | 0.01% | +29,337+134.3% | Added |
| UBS Asset Management Americas Inc | 52,149 | $3.01M | 0.00% | +3,397+7.0% | Added |
| Barclays PLC | 52,259 | $3.02M | 0.00% | +7,103+15.7% | Added |
| California State Teachers Retirement System | 56,705 | $3.27M | 0.00% | −803−1.4% | Reduced |
| Retirement Systems of Alabama | 56,821 | $3.28M | 0.01% | −488−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 58,466 | $3.38M | 0.18% | +8,954+18.1% | Added |
| WealthPlan Investment Management, LLC | 58,725 | $3.39M | 0.58% | −30,464−34.2% | Reduced |
| Wells Fargo & Company | 58,920 | $3.40M | 0.00% | +13,011+28.3% | Added |
| Russell Investments Group, Ltd. | 59,153 | $3.41M | 0.01% | +36,304+158.9% | Added |
| WealthPLAN Partners, LLC | 59,212 | $3.42M | 0.39% | −41,488−41.2% | Reduced |
| Twinbeech Capital LP | 59,780 | $3.45M | 0.07% | +59,780 | New |
| AXA S.A. | 61,100 | $3.53M | 0.01% | +41,300+208.6% | Added |
| Arrowstreet Capital, Limited Partnership | 64,403 | $3.72M | 0.00% | +64,403 | New |