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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 9,702 | $590.9K | 0.02% | +55+0.6% | Added |
| Teacher Retirement System of Texas | 10,187 | $620.0K | 0.00% | −5,881−36.6% | Reduced |
| State of Michigan Retirement System | 10,741 | $654.1K | 0.00% | −200−1.8% | Reduced |
| Handelsbanken Fonder AB | 10,930 | $666.0K | 0.00% | −500−4.4% | Reduced |
| Bailard, Inc. | 11,129 | $677.8K | 0.02% | +5,600+101.3% | Added |
| Royal Bank of Canada | 11,672 | $711.0K | 0.00% | −1,042−8.2% | Reduced |
| Franklin Resources Inc | 11,832 | $720.6K | 0.00% | +11,832 | New |
| US Bancorp | 12,034 | $732.9K | 0.00% | +2,181+22.1% | Added |
| State Board of Administration of Florida Retirement System | 12,581 | $766.2K | 0.00% | +4,660+58.8% | Added |
| Oregon Public Employees Retirement Fund | 12,597 | $767.2K | 0.01% | −200−1.6% | Reduced |
| Retireful, LLC | 12,679 | $772.2K | 0.29% | +12,679 | New |
| Louisiana State Employees Retirement System | 12,800 | $779.5K | 0.02% | +1,300+11.3% | Added |
| Arizona State Retirement System | 12,943 | $788.2K | 0.01% | −355−2.7% | Reduced |
| Prudential Financial Inc | 13,066 | $795.7K | 0.00% | +2,964+29.3% | Added |
| Aaron Wealth Advisors | 13,907 | $846.9K | 0.11% | +4,638+50.0% | Added |
| BNP Paribas Arbitrage, SA | 14,668 | $893.3K | 0.00% | −21,843−59.8% | Reduced |
| Citadel Advisors LLC | 14,724 | $896.7K | 0.00% | −91,313−86.1% | Reduced |
| Ensign Peak Advisors, Inc | 14,980 | $912.3K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 15,463 | $941.7K | 0.54% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 15,623 | $951.0K | 0.00% | +53+0.3% | Added |
| Mariner, LLC | 16,891 | $1.03M | 0.00% | +4,165+32.7% | Added |
| Keeley-Teton Advisors, LLC | 17,029 | $1.04M | 0.13% | −640−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 17,590 | $1.07M | 0.01% | +320+1.9% | Added |
| New York State Common Retirement Fund | 17,742 | $1.08M | 0.00% | −5,170−22.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,566 | $1.19M | 0.00% | +462+2.4% | Added |
| UBS Group AG | 20,432 | $1.24M | 0.00% | −14,181−41.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,104 | $1.29M | 0.01% | +1,517+7.7% | Added |
| Yousif Capital Management, LLC | 21,358 | $1.30M | 0.02% | −655−3.0% | Reduced |
| First National Bank of Omaha | 21,506 | $1.31M | 0.08% | +146+0.7% | Added |
| Meritage Portfolio Management | 21,721 | $1.32M | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 22,629 | $1.38M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 23,300 | $1.42M | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 25,955 | $1.58M | 0.00% | +1,122+4.5% | Added |
| Susquehanna International Group, LLP | 26,036 | $1.59M | 0.00% | −2,992−10.3% | Reduced |
| Ameritas Investment Partners, Inc. | 26,138 | $1.59M | 0.06% | +2,619+11.1% | Added |
| Amalgamated Bank | 26,228 | $1.60M | 0.01% | −1,374−5.0% | Reduced |
| Mercer Global Advisors Inc | 26,480 | $1.61M | 0.01% | +26,480 | New |
| Weiss Multi-Strategy Advisers LLC | 28,931 | $1.76M | 0.04% | −57,069−66.4% | Reduced |
| State of Tennessee, Treasury Department | 29,395 | $1.79M | 0.01% | −7,458−20.2% | Reduced |
| Great West Life Assurance Co | 31,027 | $1.89M | 0.00% | −3,054−9.0% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 32,048 | $1.95M | 1.42% | +32,048 | New |
| AQR Capital Management LLC | 32,223 | $1.96M | 0.00% | −65,796−67.1% | Reduced |
| Creative Planning | 32,926 | $2.01M | 0.00% | +7,649+30.3% | Added |
| Financial Counselors Inc | 37,330 | $2.27M | 0.05% | −2,834−7.1% | Reduced |
| WealthPLAN Partners, LLC | 37,375 | $2.28M | 0.32% | −21,837−36.9% | Reduced |
| Maltese Capital Management LLC | 37,500 | $2.28M | 0.79% | +37,500 | New |
| Commerce Bank | 37,825 | $2.30M | 0.02% | +8,763+30.2% | Added |
| Texas Permanent School Fund | 38,424 | $2.34M | 0.02% | −1,445−3.6% | Reduced |
| Wells Fargo & Company | 40,322 | $2.46M | 0.00% | −18,598−31.6% | Reduced |
| State of New Jersey Common Pension Fund D | 42,299 | $2.58M | 0.01% | +16,729+65.4% | Added |
| Thrivent Financial for Lutherans | 44,786 | $2.73M | 0.01% | −3,376−7.0% | Reduced |
| WealthPlan Investment Management, LLC | 44,849 | $2.73M | 0.81% | −13,876−23.6% | Reduced |
| Janus Henderson Group PLC | 46,608 | $2.84M | 0.00% | +25,314+118.9% | Added |
| Russell Investments Group, Ltd. | 47,572 | $2.90M | 0.01% | −11,581−19.6% | Reduced |
| MetLife Investment Management | 48,368 | $2.95M | 0.02% | −250−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 48,693 | $2.97M | 0.00% | −934−1.9% | Reduced |
| GHP Investment Advisors, Inc. | 43,120 | $2.99M | 0.17% | +3,193+8.0% | Added |
| UBS Asset Management Americas Inc | 52,149 | $3.01M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 53,030 | $3.23M | 0.00% | +25,644+93.6% | Added |
| California State Teachers Retirement System | 53,989 | $3.29M | 0.00% | −2,716−4.8% | Reduced |
| Retirement Systems of Alabama | 56,261 | $3.43M | 0.02% | −560−1.0% | Reduced |
| Citigroup Inc | 56,528 | $3.44M | 0.00% | +51,627+1,053.4% | Added |
| Putnam Investments LLC | 56,601 | $3.45M | 0.01% | −8,635−13.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 57,334 | $3.49M | 0.17% | −1,132−1.9% | Reduced |
| Agf Management Ltd | 57,969 | $3.53M | 0.03% | +20,190+53.4% | Added |
| Credit Suisse AG | 62,161 | $3.79M | 0.00% | +18,346+41.9% | Added |
| Jacobs Levy Equity Management, Inc | 65,737 | $4.00M | 0.02% | −87,095−57.0% | Reduced |
| NFJ Investment Group, LLC | 66,456 | $4.05M | 0.11% | +66,456 | New |
| EJF Capital LLC | 66,802 | $4.07M | 1.87% | +66,802 | New |
| Algert Global LLC | 67,926 | $4.14M | 0.18% | +33,371+96.6% | Added |
| Deutsche Bank AG | 68,483 | $4.17M | 0.00% | −46,931−40.7% | Reduced |
| rhino investment partners, Inc | 68,500 | $4.17M | 1.05% | +68,500 | New |
| Rafferty Asset Management, LLC | 71,694 | $4.37M | 0.02% | +45,557+174.3% | Added |
| New York State Teachers Retirement System | 75,112 | $4.57M | 0.01% | −4,100−5.2% | Reduced |
| Guggenheim Capital LLC | 75,922 | $4.62M | 0.04% | +53,603+240.2% | Added |
| Gator Capital Management, LLC | 76,170 | $4.64M | 3.27% | +76,170 | New |
| American International Group, Inc. | 86,793 | $5.29M | 0.03% | −1,123−1.3% | Reduced |
| Invesco Ltd. | 93,303 | $5.68M | 0.00% | −143,651−60.6% | Reduced |
| Swiss National Bank | 100,300 | $6.11M | 0.00% | +1,200+1.2% | Added |
| California Public Employees Retirement System | 100,703 | $6.13M | 0.01% | −869−0.9% | Reduced |
| Mutual of America Capital Management LLC | 103,564 | $6.31M | 0.07% | −1,545−1.5% | Reduced |
| Alliancebernstein L.P. | 103,771 | $6.32M | 0.00% | −288−0.3% | Reduced |
| Legal & General Group Plc | 103,792 | $6.32M | 0.00% | +4,356+4.4% | Added |
| Renaissance Technologies LLC | 105,200 | $6.41M | 0.01% | −36,300−25.7% | Reduced |
| Barclays PLC | 105,489 | $6.42M | 0.00% | +53,230+101.9% | Added |
| Congress Asset Management Co | 109,127 | $6.65M | 0.06% | +25,612+30.7% | Added |
| Man Group plc | 110,477 | $6.73M | 0.02% | – | – |
| D. E. Shaw & Co., Inc. | 115,382 | $7.03M | 0.01% | +28,777+33.2% | Added |
| Captrust Financial Advisors | 119,544 | $7.28M | 0.03% | −460−0.4% | Reduced |
| Voya Investment Management LLC | 129,979 | $7.92M | 0.01% | −5,911−4.3% | Reduced |
| Tributary Capital Management, LLC | 137,053 | $8.35M | 0.75% | −2,462−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 141,000 | $8.59M | 0.04% | +137,245+3,655.0% | Added |
| Third Avenue Management LLC | 149,284 | $9.09M | 1.50% | −139−0.1% | Reduced |
| JPMorgan Chase & Co | 159,985 | $9.74M | 0.00% | −46,298−22.4% | Reduced |
| Rhumbline Advisers | 163,274 | $9.94M | 0.01% | −1,630−1.0% | Reduced |
| Principal Financial Group Inc | 165,387 | $10.1M | 0.01% | −7,405−4.3% | Reduced |
| SEI Investments Co | 176,945 | $10.8M | 0.02% | +11,751+7.1% | Added |
| First Trust Advisors LP | 213,663 | $13.0M | 0.01% | +103,814+94.5% | Added |
| Nuveen Asset Management, LLC | 217,114 | $13.2M | 0.00% | −525−0.2% | Reduced |
| Bank of America Corp | 236,143 | $14.4M | 0.00% | −93,987−28.5% | Reduced |