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 |
|---|---|---|---|---|---|
| Morgan Stanley | 261,826 | $15.9M | 0.00% | +16,492+6.7% | Added |
| FMR LLC | 272,503 | $16.6M | 0.00% | −12,766−4.5% | Reduced |
| Massachusetts Financial Services Co | 310,939 | $18.9M | 0.01% | −38,768−11.1% | Reduced |
| Fisher Asset Management, LLC | 340,366 | $20.7M | 0.01% | +9,057+2.7% | Added |
| Norges Bank | 367,676 | $22.4M | 0.00% | −89,911−19.6% | Reduced |
| Brown Advisory Inc | 477,710 | $29.1M | 0.05% | +51,827+12.2% | Added |
| Assenagon Asset Management S.A. | 485,090 | $29.5M | 0.12% | +433,902+847.7% | Added |
| Charles Schwab Investment Management Inc | 502,700 | $30.6M | 0.01% | +19,712+4.1% | Added |
| ProShare Advisors LLC | 561,323 | $34.2M | 0.10% | +153,683+37.7% | Added |
| Global Alpha Capital Management Ltd. | 561,469 | $34.2M | 3.20% | −14,900−2.6% | Reduced |
| Ameriprise Financial Inc | 635,497 | $38.7M | 0.01% | −16,271−2.5% | Reduced |
| Northern Trust Corp | 651,035 | $39.6M | 0.01% | +94,024+16.9% | Added |
| Boston Trust Walden Corp | 728,541 | $44.4M | 0.36% | −7,890−1.1% | Reduced |
| Bank of New York Mellon Corp | 884,299 | $53.9M | 0.01% | +123,058+16.2% | Added |
| Geode Capital Management, LLC | 923,440 | $56.2M | 0.01% | +39,832+4.5% | Added |
| Dimensional Fund Advisors LP | 1,231,910 | $75.0M | 0.02% | +97,521+8.6% | Added |
| Wellington Management Group LLP | 1,491,071 | $90.8M | 0.02% | +472,023+46.3% | Added |
| Victory Capital Management Inc | 1,599,978 | $97.4M | 0.11% | +2,230+0.1% | Added |
| American Century Companies Inc | 1,742,210 | $106.1M | 0.08% | +76,442+4.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,813,744 | $110.5M | 0.18% | −11,078−0.6% | Reduced |
| Goldman Sachs Group Inc | 2,596,571 | $158.1M | 0.04% | +2,248,655+646.3% | Added |
| Vanguard Group Inc | 4,281,617 | $260.8M | 0.01% | −189,677−4.2% | Reduced |
| State Street Corp | 4,659,547 | $285.5M | 0.01% | +545,025+13.2% | Added |
| Umb Bank N A | 5,682,305 | $346.1M | 5.25% | −27,771−0.5% | Reduced |
| BlackRock Inc. | 5,781,271 | $352.1M | 0.01% | +149,596+2.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −147,404−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −117,676−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −103,874−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −80,769−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −74,030−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −67,805−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −64,403−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −61,100−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −59,780−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,328−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −44,435−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −40,784−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −40,780−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −33,497−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −33,485−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,389−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −26,607−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,738−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,397−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −22,506−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −22,214−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,120−100.0% | Sold out |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −19,422−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,743−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −10,868−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,282−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −10,862−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −9,803−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −8,454−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,103−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,641−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −7,522−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,304−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,704−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −5,636−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −5,025−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,602−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,497−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,433−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −4,240−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −3,535−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,589−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −514−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |