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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 65,236 | $3.77M | 0.01% | +559+0.9% | Added |
| Qube Research & Technologies Ltd | 67,805 | $3.91M | 0.02% | +63,706+1,554.2% | Added |
| Eagle Asset Management Inc | 74,030 | $4.27M | 0.03% | +2,610+3.7% | Added |
| New York State Teachers Retirement System | 79,212 | $4.57M | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 80,769 | $4.66M | 0.18% | +43,722+118.0% | Added |
| Congress Asset Management Co | 83,515 | $4.82M | 0.04% | +6,863+9.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 86,000 | $4.96M | 0.12% | +86,000 | New |
| D. E. Shaw & Co., Inc. | 86,605 | $5.00M | 0.01% | +69,823+416.1% | Added |
| American International Group, Inc. | 87,916 | $5.07M | 0.03% | −187−0.2% | Reduced |
| AQR Capital Management LLC | 98,019 | $5.66M | 0.01% | −108,399−52.5% | Reduced |
| Swiss National Bank | 99,100 | $5.72M | 0.00% | −11,700−10.6% | Reduced |
| Legal & General Group Plc | 99,436 | $5.74M | 0.00% | +2,978+3.1% | Added |
| California Public Employees Retirement System | 101,572 | $5.86M | 0.01% | −6,639−6.1% | Reduced |
| Royce & Associates LP | 103,874 | $6.00M | 0.06% | −6,803−6.1% | Reduced |
| Alliancebernstein L.P. | 104,059 | $6.01M | 0.00% | −778−0.7% | Reduced |
| Mutual of America Capital Management LLC | 105,109 | $6.07M | 0.07% | −2,928−2.7% | Reduced |
| Citadel Advisors LLC | 106,037 | $6.12M | 0.01% | +75,436+246.5% | Added |
| First Trust Advisors LP | 109,849 | $6.34M | 0.01% | +16,963+18.3% | Added |
| Deutsche Bank AG | 115,414 | $6.66M | 0.00% | +21,261+22.6% | Added |
| Cubist Systematic Strategies, LLC | 117,676 | $6.79M | 0.06% | +117,676 | New |
| Captrust Financial Advisors | 120,004 | $6.93M | 0.03% | −2,184−1.8% | Reduced |
| Man Group plc | – | $7.01M | 0.02% | – | – |
| Voya Investment Management LLC | 135,890 | $7.84M | 0.01% | −10,393−7.1% | Reduced |
| Tributary Capital Management, LLC | 139,515 | $8.05M | 0.75% | +32,360+30.2% | Added |
| Renaissance Technologies LLC | 141,500 | $8.17M | 0.01% | +900+0.6% | Added |
| Brandywine Global Investment Management, LLC | 147,404 | $8.51M | 0.07% | +31,427+27.1% | Added |
| Third Avenue Management LLC | 149,423 | $8.62M | 1.47% | +20,471+15.9% | Added |
| Jacobs Levy Equity Management, Inc | 152,832 | $8.82M | 0.05% | +68,596+81.4% | Added |
| Rhumbline Advisers | 164,904 | $9.52M | 0.01% | +1,692+1.0% | Added |
| SEI Investments Co | 165,194 | $9.53M | 0.02% | +12,244+8.0% | Added |
| Principal Financial Group Inc | 172,792 | $9.97M | 0.01% | +3,547+2.1% | Added |
| JPMorgan Chase & Co | 206,283 | $11.9M | 0.00% | −16,867−7.6% | Reduced |
| Nuveen Asset Management, LLC | 217,639 | $12.6M | 0.00% | +74,481+52.0% | Added |
| Invesco Ltd. | 236,954 | $13.7M | 0.00% | +143,219+152.8% | Added |
| Morgan Stanley | 245,334 | $14.2M | 0.00% | +89,651+57.6% | Added |
| FMR LLC | 285,269 | $16.5M | 0.00% | −435,589−60.4% | Reduced |
| Bank of America Corp | 330,130 | $19.1M | 0.00% | +46,823+16.5% | Added |
| Fisher Asset Management, LLC | 331,309 | $19.2M | 0.01% | −9,506−2.8% | Reduced |
| Goldman Sachs Group Inc | 347,916 | $20.1M | 0.01% | +98,252+39.4% | Added |
| Massachusetts Financial Services Co | 349,707 | $20.2M | 0.01% | −381,192−52.2% | Reduced |
| ProShare Advisors LLC | 407,640 | $23.5M | 0.07% | +28,408+7.5% | Added |
| Brown Advisory Inc | 425,883 | $24.6M | 0.04% | −268,849−38.7% | Reduced |
| Millennium Management LLC | 453,976 | $26.2M | 0.03% | +100,109+28.3% | Added |
| Norges Bank | 457,587 | $26.4M | 0.01% | +12,382+2.8% | Added |
| Charles Schwab Investment Management Inc | 482,988 | $27.9M | 0.01% | +4,712+1.0% | Added |
| Northern Trust Corp | 557,011 | $32.2M | 0.01% | −3,717−0.7% | Reduced |
| Global Alpha Capital Management Ltd. | 576,369 | $33.3M | 3.02% | +16,047+2.9% | Added |
| Ameriprise Financial Inc | 651,768 | $37.6M | 0.01% | −38,771−5.6% | Reduced |
| Boston Trust Walden Corp | 736,431 | $42.5M | 0.37% | −275,371−27.2% | Reduced |
| Bank of New York Mellon Corp | 761,241 | $43.9M | 0.01% | +93,857+14.1% | Added |
| Geode Capital Management, LLC | 883,608 | $51.0M | 0.01% | +32,178+3.8% | Added |
| Wellington Management Group LLP | 1,019,048 | $58.8M | 0.01% | +528,715+107.8% | Added |
| Dimensional Fund Advisors LP | 1,134,389 | $65.5M | 0.02% | +25,714+2.3% | Added |
| Victory Capital Management Inc | 1,597,748 | $92.2M | 0.10% | −20,092−1.2% | Reduced |
| American Century Companies Inc | 1,665,768 | $96.1M | 0.08% | −54,659−3.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,824,822 | $105.3M | 0.17% | +15,583+0.9% | Added |
| State Street Corp | 4,114,522 | $239.0M | 0.01% | +482,916+13.3% | Added |
| Vanguard Group Inc | 4,471,294 | $258.1M | 0.01% | +11,316+0.3% | Added |
| BlackRock Inc. | 5,631,675 | $325.1M | 0.01% | +42,750+0.8% | Added |
| Umb Bank N A | 5,710,076 | $329.6M | 5.27% | +3,079+0.1% | Added |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −1,238,140−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −171,685−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −139,789−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −26,507−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −22,186−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −21,127−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −15,940−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −13,425−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −12,475−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −11,633−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −11,172−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −10,609−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −9,164−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −8,328−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −5,648−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,244−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,325−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −3,244−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,794−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,758−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,852−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |