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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 6 | $365 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 9 | $548 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 12 | $731 | 0.00% | +10+500.0% | Added |
| Baker Avenue Asset Management, LP | 12 | $731 | 0.00% | +12 | New |
| Glassman Wealth Services | 14 | $853 | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 18 | $1.10K | 0.00% | +15+500.0% | Added |
| Huntington National Bank | 20 | $1.22K | 0.00% | +20 | New |
| Pinnacle Financial Partners Inc | 21 | $1.28K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $1.71K | 0.00% | +3+12.0% | Added |
| Bell Investment Advisors, Inc | 31 | $1.89K | 0.00% | −12−27.9% | Reduced |
| JFS Wealth Advisors, LLC | 31 | $1.89K | 0.00% | +31 | New |
| Hexagon Capital Partners LLC | 32 | $1.95K | 0.00% | −14−30.4% | Reduced |
| Bessemer Group Inc | 34 | $2.00K | 0.00% | +34 | New |
| FinTrust Capital Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $2.02K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $2.19K | 0.00% | −2,643−98.7% | Reduced |
| GoalVest Advisory LLC | 44 | $2.68K | 0.00% | +44 | New |
| FNY Investment Advisers, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 51 | $3.11K | 0.00% | +10+24.4% | Added |
| Key Financial Inc | 63 | $3.84K | 0.00% | +63 | New |
| EverSource Wealth Advisors, LLC | 67 | $4.08K | 0.00% | +60+857.1% | Added |
| Quent Capital, LLC | 82 | $4.99K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 85 | $5.18K | 0.00% | +61+254.2% | Added |
| Allworth Financial LP | 97 | $5.91K | 0.00% | +97 | New |
| WR Wealth Planners, LLC | 119 | $7.25K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $7.79K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 292 | $17.8K | 0.00% | +127+77.0% | Added |
| Fifth Third Bancorp | 293 | $17.8K | 0.00% | +84+40.2% | Added |
| Nomura Asset Management Co Ltd | 300 | $18.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 328 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 403 | $25.0K | 0.00% | −20−4.7% | Reduced |
| JJJ Advisors Inc. | 471 | $28.8K | 0.01% | +454+2,670.6% | Added |
| Missouri Trust & Investment Co | 500 | $30.4K | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 591 | $36.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 592 | $36.0K | 0.00% | −2,703−82.0% | Reduced |
| GWM Advisors LLC | 706 | $43.0K | 0.00% | +97+15.9% | Added |
| Parallel Advisors, LLC | 802 | $48.8K | 0.00% | −408−33.7% | Reduced |
| City State Bank | 800 | $49.0K | 0.03% | +500+166.7% | Added |
| DuPont Capital Management Corp | 1,326 | $80.8K | 0.00% | −151−10.2% | Reduced |
| Covestor Ltd | 1,709 | $104.0K | 0.08% | +1,352+378.7% | Added |
| Elequin Capital LP | 1,739 | $105.9K | 0.05% | +1,739 | New |
| Advisor Group Holdings, Inc. | 1,894 | $115.4K | 0.00% | −140−6.9% | Reduced |
| Quadrant Capital Group LLC | 1,900 | $115.7K | 0.01% | +682+56.0% | Added |
| CWM, LLC | 2,314 | $141.0K | 0.00% | −416−15.2% | Reduced |
| Metropolitan Life Insurance Co | 2,470 | $150.4K | 0.01% | +108+4.6% | Added |
| Laffer Tengler Investments | 2,523 | $153.7K | 0.04% | +6+0.2% | Added |
| Central Trust Co | 2,573 | $156.7K | 0.00% | −1,344−34.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,037 | $185.0K | 0.01% | −14,814−83.0% | Reduced |
| Public Employees Retirement Association of Colorado | 3,216 | $196.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,362 | $204.7K | 0.00% | −14,232−80.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $206.3K | 0.16% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 3,400 | $207.1K | 0.00% | −3,300−49.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,954 | $209.0K | 0.00% | +2,954 | New |
| Raymond James Financial Services Advisors, Inc. | 3,441 | $209.6K | 0.00% | +3,441 | New |
| Y-Intercept (Hong Kong) Ltd | 3,484 | $212.2K | 0.02% | −11,951−77.4% | Reduced |
| Signaturefd, LLC | 3,590 | $218.6K | 0.01% | +2,662+286.9% | Added |
| State of Wisconsin Investment Board | 3,642 | $221.8K | 0.00% | −3,937−51.9% | Reduced |
| Commonwealth Equity Services, LLC | 3,716 | $226.0K | 0.00% | −10.0% | Reduced |
| Atwood & Palmer Inc | 3,763 | $229.2K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,858 | $235.0K | 0.01% | −344−8.2% | Reduced |
| Securian Asset Management, Inc | 3,870 | $235.7K | 0.01% | −100−2.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $243.6K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,000 | $244.0K | 0.01% | −5,000−55.6% | Reduced |
| Gotham Asset Management, LLC | 4,036 | $245.8K | 0.01% | −107−2.6% | Reduced |
| Alps Advisors Inc | 4,119 | $250.8K | 0.00% | +25+0.6% | Added |
| Profund Advisors LLC | 4,123 | $251.1K | 0.01% | +442+12.0% | Added |
| Fortitude Advisory Group L.L.C. | 4,261 | $259.5K | 0.19% | 00.0% | Unchanged |
| STRS Ohio | 4,300 | $261.0K | 0.00% | +300+7.5% | Added |
| Ethic Inc. | 4,446 | $270.7K | 0.01% | +4,446 | New |
| Papp L Roy & Associates | 4,485 | $273.1K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,819 | $293.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,816 | $294.6K | 0.00% | +4,816 | New |
| The PNC Financial Services Group, Inc. | 4,968 | $302.6K | 0.00% | −101−2.0% | Reduced |
| HighTower Advisors, LLC | 5,025 | $303.0K | 0.00% | +49+1.0% | Added |
| Allianz Asset Management GmbH | 5,000 | $304.5K | 0.00% | +5,000 | New |
| Bank of Montreal | 4,815 | $307.2K | 0.00% | −2,453−33.8% | Reduced |
| Pathstone Family Office, LLC | 5,086 | $311.7K | 0.00% | −321−5.9% | Reduced |
| CWM Advisors, LLC | 5,179 | $315.4K | 0.04% | +416+8.7% | Added |
| Engineers Gate Manager LP | 5,305 | $323.1K | 0.01% | −35,895−87.1% | Reduced |
| State of Alaska, Department of Revenue | 5,411 | $329.0K | 0.00% | −584−9.7% | Reduced |
| Country Club Bank | 5,856 | $363.0K | 0.03% | +150+2.6% | Added |
| Federated Hermes, Inc. | 6,263 | $381.4K | 0.00% | −2,929−31.9% | Reduced |
| Xponance, Inc. | 6,429 | $391.5K | 0.01% | −396−5.8% | Reduced |
| Farmers & Merchants Investments Inc | 7,020 | $427.5K | 0.02% | −1,000−12.5% | Reduced |
| Kavar Capital Partners Group, LLC | 7,102 | $432.5K | 0.09% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 7,140 | $434.8K | 0.00% | −777−9.8% | Reduced |
| Millennium Management LLC | 7,143 | $435.0K | 0.00% | −446,833−98.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,428 | $453.0K | 0.00% | +715+10.7% | Added |
| Bank of Nova Scotia | 7,789 | $474.4K | 0.00% | +2,431+45.4% | Added |
| Winton Group Ltd | 8,217 | $500.4K | 0.04% | −18,442−69.2% | Reduced |
| Financial Advisory Service, Inc. | 8,239 | $501.7K | 0.06% | +86+1.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,249 | $502.4K | 0.00% | +1,399+20.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,251 | $503.0K | 0.00% | +10.0% | Added |
| Keybank National Association | 8,370 | $509.7K | 0.00% | −25−0.3% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $542.0K | 0.02% | +1,000+12.7% | Added |
| Edgestream Partners, L.P. | 8,945 | $544.8K | 0.05% | +8,945 | New |
| Boothbay Fund Management, LLC | 9,000 | $548.1K | 0.02% | +9,000 | New |
| Pacer Advisors, Inc. | 9,110 | $554.8K | 0.00% | +9,110 | New |