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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 26,137 | $1.51M | 0.01% | +16,635+175.1% | Added |
| ExodusPoint Capital Management, LP | 25,738 | $1.49M | 0.02% | +14,865+136.7% | Added |
| State of New Jersey Common Pension Fund D | 25,570 | $1.48M | 0.01% | −2,200−7.9% | Reduced |
| Creative Planning | 25,277 | $1.46M | 0.00% | +8,236+48.3% | Added |
| Price T Rowe Associates Inc | 24,833 | $1.43M | 0.00% | +1,917+8.4% | Added |
| Gsa Capital Partners LLP | 24,397 | $1.41M | 0.14% | +24,397 | New |
| Ameritas Investment Partners, Inc. | 23,519 | $1.36M | 0.05% | −1,132−4.6% | Reduced |
| Bridgeway Capital Management, LLC | 23,300 | $1.34M | 0.04% | +23,300 | New |
| New York State Common Retirement Fund | 22,912 | $1.32M | 0.00% | −8,895−28.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,629 | $1.31M | 0.01% | +120+0.5% | Added |
| Isthmus Partners, LLC | 22,506 | $1.30M | 0.18% | +1,290+6.1% | Added |
| Guggenheim Capital LLC | 22,319 | $1.29M | 0.01% | +4,157+22.9% | Added |
| PDT Partners, LLC | 22,214 | $1.28M | 0.17% | +90.0% | Added |
| Graham Capital Management, L.P. | 22,120 | $1.28M | 0.04% | +18,732+552.9% | Added |
| Yousif Capital Management, LLC | 22,013 | $1.27M | 0.02% | −150−0.7% | Reduced |
| Meritage Portfolio Management | 21,721 | $1.25M | 0.09% | 00.0% | Unchanged |
| First National Bank of Omaha | 21,360 | $1.23M | 0.07% | +782+3.8% | Added |
| Janus Henderson Group PLC | 21,294 | $1.23M | 0.00% | +14,768+226.3% | Added |
| Tang Capital Management LLC | 20,000 | $1.15M | 0.17% | +20,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 19,587 | $1.13M | 0.01% | +27+0.1% | Added |
| SG Americas Securities, LLC | 19,422 | $1.12M | 0.02% | +9,735+100.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,104 | $1.10M | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,851 | $1.03M | 0.03% | +13,481+308.5% | Added |
| Keeley-Teton Advisors, LLC | 17,669 | $1.02M | 0.13% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 17,594 | $1.01M | 0.03% | +17,594 | New |
| Nisa Investment Advisors, LLC | 17,270 | $997.0K | 0.01% | −105−0.6% | Reduced |
| Teacher Retirement System of Texas | 16,068 | $927.0K | 0.01% | +2,534+18.7% | Added |
| Public Employees Retirement System of Ohio | 15,570 | $899.0K | 0.00% | +20+0.1% | Added |
| Paragon Capital Management LLC | 15,463 | $892.5K | 0.54% | −315−2.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,435 | $890.9K | 0.10% | +15,435 | New |
| Ensign Peak Advisors, Inc | 14,980 | $864.6K | 0.00% | +2,050+15.9% | Added |
| Arizona State Retirement System | 13,298 | $767.6K | 0.01% | +349+2.7% | Added |
| Oregon Public Employees Retirement Fund | 12,797 | $738.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Truist Financial Corp | 11,743 | $677.8K | 0.00% | +11,743 | New |
| CM Wealth Advisors LLC | 10,868 | $669.0K | 0.13% | +10,868 | New |
| Louisiana State Employees Retirement System | 11,500 | $663.8K | 0.02% | −100−0.9% | Reduced |
| Handelsbanken Fonder AB | 11,430 | $660.0K | 0.00% | +5,000+77.8% | Added |
| Virtu Financial LLC | 11,282 | $651.0K | 0.07% | +11,282 | New |
| State of Michigan Retirement System | 10,941 | $631.5K | 0.00% | −100−0.9% | Reduced |
| Simplex Trading, LLC | 10,862 | $626.0K | 0.03% | +10,862 | New |
| Prudential Financial Inc | 10,102 | $583.1K | 0.00% | +4,572+82.7% | Added |
| US Bancorp | 9,853 | $568.7K | 0.00% | −4,915−33.3% | Reduced |
| Prudential PLC | 9,803 | $565.8K | 0.01% | −276−2.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,647 | $556.8K | 0.01% | +5,623+139.7% | Added |
| Cornercap Investment Counsel Inc | 9,400 | $542.6K | 0.10% | +9,400 | New |
| Aaron Wealth Advisors | 9,269 | $535.0K | 0.07% | +9,269 | New |
| Federated Hermes, Inc. | 9,192 | $530.6K | 0.00% | +550+6.4% | Added |
| Axq Capital, LP | 9,100 | $525.3K | 0.21% | +9,100 | New |
| Aquatic Capital Management LLC | 9,000 | $519.0K | 0.03% | +9,000 | New |
| Point72 Middle East FZE | 8,454 | $488.0K | 0.03% | +8,454 | New |
| Keybank National Association | 8,395 | $484.6K | 0.00% | −420−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,250 | $476.0K | 0.00% | +10.0% | Added |
| Financial Advisory Service, Inc. | 8,153 | $470.6K | 0.05% | +309+3.9% | Added |
| XTX Topco Ltd | 8,103 | $467.7K | 0.10% | +8,103 | New |
| Farmers & Merchants Investments Inc | 8,020 | $462.9K | 0.02% | −2,000−20.0% | Reduced |
| State Board of Administration of Florida Retirement System | 7,921 | $457.2K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 7,917 | $457.0K | 0.01% | +2,092+35.9% | Added |
| New Mexico Educational Retirement Board | 7,900 | $456.0K | 0.02% | +1,100+16.2% | Added |
| Petrus Trust Company, LTA | 7,641 | $441.0K | 0.05% | +7,641 | New |
| State of Wisconsin Investment Board | 7,579 | $437.5K | 0.00% | +1,858+32.5% | Added |
| Caxton Associates LP | 7,522 | $434.2K | 0.07% | +7,522 | New |
| Bank of Montreal | 7,268 | $430.0K | 0.00% | +395+5.7% | Added |
| Kavar Capital Partners Group, LLC | 7,102 | $409.9K | 0.09% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,850 | $395.4K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 6,825 | $393.9K | 0.01% | +52+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 6,713 | $387.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 6,700 | $386.7K | 0.00% | +1,100+19.6% | Added |
| Versor Investments LP | 6,600 | $381.0K | 0.05% | −800−10.8% | Reduced |
| Occudo Quantitative Strategies LP | 6,304 | $363.9K | 0.03% | +6,304 | New |
| Sciencast Management LP | 6,704 | $361.6K | 0.48% | +6,704 | New |
| State of Alaska, Department of Revenue | 5,995 | $346.0K | 0.00% | −40−0.7% | Reduced |
| Country Club Bank | 5,706 | $334.6K | 0.03% | +1,261+28.4% | Added |
| United Capital Management of KS, Inc. | 5,636 | $325.3K | 0.12% | +10.0% | Added |
| Bailard, Inc. | 5,529 | $319.1K | 0.01% | −3,100−35.9% | Reduced |
| Martingale Asset Management L P | 5,500 | $317.5K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,407 | $315.5K | 0.01% | −2,563−32.2% | Reduced |
| Bank of Nova Scotia | 5,358 | $309.3K | 0.00% | +1,709+46.8% | Added |
| The PNC Financial Services Group, Inc. | 5,069 | $292.6K | 0.00% | +1,053+26.2% | Added |
| Los Angeles Capital Management LLC | 5,025 | $290.0K | 0.00% | −3,861−43.5% | Reduced |
| HighTower Advisors, LLC | 4,976 | $286.0K | 0.00% | −95−1.9% | Reduced |
| Citigroup Inc | 4,901 | $282.9K | 0.00% | −9,944−67.0% | Reduced |
| Pictet Asset Management SA | 4,819 | $278.2K | 0.00% | −592−10.9% | Reduced |
| Two Sigma Advisers, LP | 4,800 | $277.1K | 0.00% | +4,800 | New |
| CWM Advisors, LLC | 4,763 | $274.9K | 0.03% | +1,956+69.7% | Added |
| Cetera Advisor Networks LLC | 4,742 | $273.7K | 0.00% | −495−9.5% | Reduced |
| AE Wealth Management LLC | 4,602 | $265.6K | 0.00% | −3,402−42.5% | Reduced |
| Verition Fund Management LLC | 4,497 | $259.6K | 0.00% | +4,497 | New |
| Papp L Roy & Associates | 4,485 | $258.9K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,433 | $255.9K | 0.02% | +4,433 | New |
| Fortitude Advisory Group L.L.C. | 4,261 | $245.9K | 0.19% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 4,240 | $244.7K | 0.29% | +4,240 | New |
| Toroso Investments, LLC | 4,202 | $243.0K | 0.01% | +4,202 | New |
| Gotham Asset Management, LLC | 4,143 | $239.1K | 0.01% | +4,143 | New |
| Alps Advisors Inc | 4,094 | $236.3K | 0.00% | +512+14.3% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $230.9K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 4,000 | $230.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,970 | $229.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,917 | $226.1K | 0.01% | 00.0% | Unchanged |