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, Q2 2023
Institutional positions in Umb Financial Corp as of Jun 30, 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
- 225
- −35 vs. Q1 2023
- Shares held
- 45.0M
- +2.57M (+6.1%) vs. Q1 2023
- Total value
- $2.74B
- +$284.7M (+11.6%) vs. Q1 2023
- New holders
- 29
- 79 more added
- Sold out
- 64
- 90 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,781,271 | $352.1M | 0.01% | +149,596+2.7% | Added |
| Umb Bank N A | 5,682,305 | $346.1M | 5.25% | −27,771−0.5% | Reduced |
| State Street Corp | 4,659,547 | $285.5M | 0.01% | +545,025+13.2% | Added |
| Vanguard Group Inc | 4,281,617 | $260.8M | 0.01% | −189,677−4.2% | Reduced |
| Goldman Sachs Group Inc | 2,596,571 | $158.1M | 0.04% | +2,248,655+646.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,813,744 | $110.5M | 0.18% | −11,078−0.6% | Reduced |
| American Century Companies Inc | 1,742,210 | $106.1M | 0.08% | +76,442+4.6% | Added |
| Victory Capital Management Inc | 1,599,978 | $97.4M | 0.11% | +2,230+0.1% | Added |
| Wellington Management Group LLP | 1,491,071 | $90.8M | 0.02% | +472,023+46.3% | Added |
| Dimensional Fund Advisors LP | 1,231,910 | $75.0M | 0.02% | +97,521+8.6% | Added |
| Geode Capital Management, LLC | 923,440 | $56.2M | 0.01% | +39,832+4.5% | Added |
| Bank of New York Mellon Corp | 884,299 | $53.9M | 0.01% | +123,058+16.2% | Added |
| Boston Trust Walden Corp | 728,541 | $44.4M | 0.36% | −7,890−1.1% | Reduced |
| Northern Trust Corp | 651,035 | $39.6M | 0.01% | +94,024+16.9% | Added |
| Ameriprise Financial Inc | 635,497 | $38.7M | 0.01% | −16,271−2.5% | Reduced |
| Global Alpha Capital Management Ltd. | 561,469 | $34.2M | 3.20% | −14,900−2.6% | Reduced |
| ProShare Advisors LLC | 561,323 | $34.2M | 0.10% | +153,683+37.7% | Added |
| Charles Schwab Investment Management Inc | 502,700 | $30.6M | 0.01% | +19,712+4.1% | Added |
| Assenagon Asset Management S.A. | 485,090 | $29.5M | 0.12% | +433,902+847.7% | Added |
| Brown Advisory Inc | 477,710 | $29.1M | 0.05% | +51,827+12.2% | Added |
| Norges Bank | 367,676 | $22.4M | 0.00% | −89,911−19.6% | Reduced |
| Fisher Asset Management, LLC | 340,366 | $20.7M | 0.01% | +9,057+2.7% | Added |
| Massachusetts Financial Services Co | 310,939 | $18.9M | 0.01% | −38,768−11.1% | Reduced |
| FMR LLC | 272,503 | $16.6M | 0.00% | −12,766−4.5% | Reduced |
| Morgan Stanley | 261,826 | $15.9M | 0.00% | +16,492+6.7% | Added |
| Bank of America Corp | 236,143 | $14.4M | 0.00% | −93,987−28.5% | Reduced |
| Nuveen Asset Management, LLC | 217,114 | $13.2M | 0.00% | −525−0.2% | Reduced |
| First Trust Advisors LP | 213,663 | $13.0M | 0.01% | +103,814+94.5% | Added |
| SEI Investments Co | 176,945 | $10.8M | 0.02% | +11,751+7.1% | Added |
| Principal Financial Group Inc | 165,387 | $10.1M | 0.01% | −7,405−4.3% | Reduced |
| Rhumbline Advisers | 163,274 | $9.94M | 0.01% | −1,630−1.0% | Reduced |
| JPMorgan Chase & Co | 159,985 | $9.74M | 0.00% | −46,298−22.4% | Reduced |
| Third Avenue Management LLC | 149,284 | $9.09M | 1.50% | −139−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 141,000 | $8.59M | 0.04% | +137,245+3,655.0% | Added |
| Tributary Capital Management, LLC | 137,053 | $8.35M | 0.75% | −2,462−1.8% | Reduced |
| Voya Investment Management LLC | 129,979 | $7.92M | 0.01% | −5,911−4.3% | Reduced |
| Captrust Financial Advisors | 119,544 | $7.28M | 0.03% | −460−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 115,382 | $7.03M | 0.01% | +28,777+33.2% | Added |
| Man Group plc | 110,477 | $6.73M | 0.02% | – | – |
| Congress Asset Management Co | 109,127 | $6.65M | 0.06% | +25,612+30.7% | Added |
| Barclays PLC | 105,489 | $6.42M | 0.00% | +53,230+101.9% | Added |
| Renaissance Technologies LLC | 105,200 | $6.41M | 0.01% | −36,300−25.7% | Reduced |
| Legal & General Group Plc | 103,792 | $6.32M | 0.00% | +4,356+4.4% | Added |
| Alliancebernstein L.P. | 103,771 | $6.32M | 0.00% | −288−0.3% | Reduced |
| Mutual of America Capital Management LLC | 103,564 | $6.31M | 0.07% | −1,545−1.5% | Reduced |
| California Public Employees Retirement System | 100,703 | $6.13M | 0.01% | −869−0.9% | Reduced |
| Swiss National Bank | 100,300 | $6.11M | 0.00% | +1,200+1.2% | Added |
| Invesco Ltd. | 93,303 | $5.68M | 0.00% | −143,651−60.6% | Reduced |
| American International Group, Inc. | 86,793 | $5.29M | 0.03% | −1,123−1.3% | Reduced |
| Gator Capital Management, LLC | 76,170 | $4.64M | 3.27% | +76,170 | New |
| Guggenheim Capital LLC | 75,922 | $4.62M | 0.04% | +53,603+240.2% | Added |
| New York State Teachers Retirement System | 75,112 | $4.57M | 0.01% | −4,100−5.2% | Reduced |
| Rafferty Asset Management, LLC | 71,694 | $4.37M | 0.02% | +45,557+174.3% | Added |
| rhino investment partners, Inc | 68,500 | $4.17M | 1.05% | +68,500 | New |
| Deutsche Bank AG | 68,483 | $4.17M | 0.00% | −46,931−40.7% | Reduced |
| Algert Global LLC | 67,926 | $4.14M | 0.18% | +33,371+96.6% | Added |
| EJF Capital LLC | 66,802 | $4.07M | 1.87% | +66,802 | New |
| NFJ Investment Group, LLC | 66,456 | $4.05M | 0.11% | +66,456 | New |
| Jacobs Levy Equity Management, Inc | 65,737 | $4.00M | 0.02% | −87,095−57.0% | Reduced |
| Credit Suisse AG | 62,161 | $3.79M | 0.00% | +18,346+41.9% | Added |
| Agf Management Ltd | 57,969 | $3.53M | 0.03% | +20,190+53.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 57,334 | $3.49M | 0.17% | −1,132−1.9% | Reduced |
| Putnam Investments LLC | 56,601 | $3.45M | 0.01% | −8,635−13.2% | Reduced |
| Citigroup Inc | 56,528 | $3.44M | 0.00% | +51,627+1,053.4% | Added |
| Retirement Systems of Alabama | 56,261 | $3.43M | 0.02% | −560−1.0% | Reduced |
| California State Teachers Retirement System | 53,989 | $3.29M | 0.00% | −2,716−4.8% | Reduced |
| Envestnet Asset Management Inc | 53,030 | $3.23M | 0.00% | +25,644+93.6% | Added |
| UBS Asset Management Americas Inc | 52,149 | $3.01M | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 43,120 | $2.99M | 0.17% | +3,193+8.0% | Added |
| Manufacturers Life Insurance Company, The | 48,693 | $2.97M | 0.00% | −934−1.9% | Reduced |
| MetLife Investment Management | 48,368 | $2.95M | 0.02% | −250−0.5% | Reduced |
| Russell Investments Group, Ltd. | 47,572 | $2.90M | 0.01% | −11,581−19.6% | Reduced |
| Janus Henderson Group PLC | 46,608 | $2.84M | 0.00% | +25,314+118.9% | Added |
| WealthPlan Investment Management, LLC | 44,849 | $2.73M | 0.81% | −13,876−23.6% | Reduced |
| Thrivent Financial for Lutherans | 44,786 | $2.73M | 0.01% | −3,376−7.0% | Reduced |
| State of New Jersey Common Pension Fund D | 42,299 | $2.58M | 0.01% | +16,729+65.4% | Added |
| Wells Fargo & Company | 40,322 | $2.46M | 0.00% | −18,598−31.6% | Reduced |
| Texas Permanent School Fund | 38,424 | $2.34M | 0.02% | −1,445−3.6% | Reduced |
| Commerce Bank | 37,825 | $2.30M | 0.02% | +8,763+30.2% | Added |
| Maltese Capital Management LLC | 37,500 | $2.28M | 0.79% | +37,500 | New |
| WealthPLAN Partners, LLC | 37,375 | $2.28M | 0.32% | −21,837−36.9% | Reduced |
| Financial Counselors Inc | 37,330 | $2.27M | 0.05% | −2,834−7.1% | Reduced |
| Creative Planning | 32,926 | $2.01M | 0.00% | +7,649+30.3% | Added |
| AQR Capital Management LLC | 32,223 | $1.96M | 0.00% | −65,796−67.1% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 32,048 | $1.95M | 1.42% | +32,048 | New |
| Great West Life Assurance Co | 31,027 | $1.89M | 0.00% | −3,054−9.0% | Reduced |
| State of Tennessee, Treasury Department | 29,395 | $1.79M | 0.01% | −7,458−20.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 28,931 | $1.76M | 0.04% | −57,069−66.4% | Reduced |
| Mercer Global Advisors Inc | 26,480 | $1.61M | 0.01% | +26,480 | New |
| Amalgamated Bank | 26,228 | $1.60M | 0.01% | −1,374−5.0% | Reduced |
| Ameritas Investment Partners, Inc. | 26,138 | $1.59M | 0.06% | +2,619+11.1% | Added |
| Susquehanna International Group, LLP | 26,036 | $1.59M | 0.00% | −2,992−10.3% | Reduced |
| Price T Rowe Associates Inc | 25,955 | $1.58M | 0.00% | +1,122+4.5% | Added |
| Bridgeway Capital Management, LLC | 23,300 | $1.42M | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 22,629 | $1.38M | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 21,721 | $1.32M | 0.09% | 00.0% | Unchanged |
| First National Bank of Omaha | 21,506 | $1.31M | 0.08% | +146+0.7% | Added |
| Yousif Capital Management, LLC | 21,358 | $1.30M | 0.02% | −655−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,104 | $1.29M | 0.01% | +1,517+7.7% | Added |
| UBS Group AG | 20,432 | $1.24M | 0.00% | −14,181−41.0% | Reduced |