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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 19,566 | $1.19M | 0.00% | +462+2.4% | Added |
| New York State Common Retirement Fund | 17,742 | $1.08M | 0.00% | −5,170−22.6% | Reduced |
| Nisa Investment Advisors, LLC | 17,590 | $1.07M | 0.01% | +320+1.9% | Added |
| Keeley-Teton Advisors, LLC | 17,029 | $1.04M | 0.13% | −640−3.6% | Reduced |
| Mariner, LLC | 16,891 | $1.03M | 0.00% | +4,165+32.7% | Added |
| Public Employees Retirement System of Ohio | 15,623 | $951.0K | 0.00% | +53+0.3% | Added |
| Paragon Capital Management LLC | 15,463 | $941.7K | 0.54% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 14,980 | $912.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 14,724 | $896.7K | 0.00% | −91,313−86.1% | Reduced |
| BNP Paribas Arbitrage, SA | 14,668 | $893.3K | 0.00% | −21,843−59.8% | Reduced |
| Aaron Wealth Advisors | 13,907 | $846.9K | 0.11% | +4,638+50.0% | Added |
| Prudential Financial Inc | 13,066 | $795.7K | 0.00% | +2,964+29.3% | Added |
| Arizona State Retirement System | 12,943 | $788.2K | 0.01% | −355−2.7% | Reduced |
| Louisiana State Employees Retirement System | 12,800 | $779.5K | 0.02% | +1,300+11.3% | Added |
| Retireful, LLC | 12,679 | $772.2K | 0.29% | +12,679 | New |
| Oregon Public Employees Retirement Fund | 12,597 | $767.2K | 0.01% | −200−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 12,581 | $766.2K | 0.00% | +4,660+58.8% | Added |
| US Bancorp | 12,034 | $732.9K | 0.00% | +2,181+22.1% | Added |
| Franklin Resources Inc | 11,832 | $720.6K | 0.00% | +11,832 | New |
| Royal Bank of Canada | 11,672 | $711.0K | 0.00% | −1,042−8.2% | Reduced |
| Bailard, Inc. | 11,129 | $677.8K | 0.02% | +5,600+101.3% | Added |
| Handelsbanken Fonder AB | 10,930 | $666.0K | 0.00% | −500−4.4% | Reduced |
| State of Michigan Retirement System | 10,741 | $654.1K | 0.00% | −200−1.8% | Reduced |
| Teacher Retirement System of Texas | 10,187 | $620.0K | 0.00% | −5,881−36.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,702 | $590.9K | 0.02% | +55+0.6% | Added |
| Pacer Advisors, Inc. | 9,110 | $554.8K | 0.00% | +9,110 | New |
| Boothbay Fund Management, LLC | 9,000 | $548.1K | 0.02% | +9,000 | New |
| Edgestream Partners, L.P. | 8,945 | $544.8K | 0.05% | +8,945 | New |
| New Mexico Educational Retirement Board | 8,900 | $542.0K | 0.02% | +1,000+12.7% | Added |
| Keybank National Association | 8,370 | $509.7K | 0.00% | −25−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,251 | $503.0K | 0.00% | +10.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,249 | $502.4K | 0.00% | +1,399+20.4% | Added |
| Financial Advisory Service, Inc. | 8,239 | $501.7K | 0.06% | +86+1.1% | Added |
| Winton Group Ltd | 8,217 | $500.4K | 0.04% | −18,442−69.2% | Reduced |
| Bank of Nova Scotia | 7,789 | $474.4K | 0.00% | +2,431+45.4% | Added |
| Teachers Retirement System of the State of Kentucky | 7,428 | $453.0K | 0.00% | +715+10.7% | Added |
| Millennium Management LLC | 7,143 | $435.0K | 0.00% | −446,833−98.4% | Reduced |
| New York Life Investment Management LLC | 7,140 | $434.8K | 0.00% | −777−9.8% | Reduced |
| Kavar Capital Partners Group, LLC | 7,102 | $432.5K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7,020 | $427.5K | 0.02% | −1,000−12.5% | Reduced |
| Xponance, Inc. | 6,429 | $391.5K | 0.01% | −396−5.8% | Reduced |
| Federated Hermes, Inc. | 6,263 | $381.4K | 0.00% | −2,929−31.9% | Reduced |
| Country Club Bank | 5,856 | $363.0K | 0.03% | +150+2.6% | Added |
| State of Alaska, Department of Revenue | 5,411 | $329.0K | 0.00% | −584−9.7% | Reduced |
| Engineers Gate Manager LP | 5,305 | $323.1K | 0.01% | −35,895−87.1% | Reduced |
| CWM Advisors, LLC | 5,179 | $315.4K | 0.04% | +416+8.7% | Added |
| Pathstone Family Office, LLC | 5,086 | $311.7K | 0.00% | −321−5.9% | Reduced |
| Bank of Montreal | 4,815 | $307.2K | 0.00% | −2,453−33.8% | Reduced |
| Allianz Asset Management GmbH | 5,000 | $304.5K | 0.00% | +5,000 | New |
| HighTower Advisors, LLC | 5,025 | $303.0K | 0.00% | +49+1.0% | Added |
| The PNC Financial Services Group, Inc. | 4,968 | $302.6K | 0.00% | −101−2.0% | Reduced |
| HSBC Holdings PLC | 4,816 | $294.6K | 0.00% | +4,816 | New |
| Pictet Asset Management SA | 4,819 | $293.5K | 0.00% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,485 | $273.1K | 0.04% | 00.0% | Unchanged |
| Ethic Inc. | 4,446 | $270.7K | 0.01% | +4,446 | New |
| STRS Ohio | 4,300 | $261.0K | 0.00% | +300+7.5% | Added |
| Fortitude Advisory Group L.L.C. | 4,261 | $259.5K | 0.19% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,123 | $251.1K | 0.01% | +442+12.0% | Added |
| Alps Advisors Inc | 4,119 | $250.8K | 0.00% | +25+0.6% | Added |
| Gotham Asset Management, LLC | 4,036 | $245.8K | 0.01% | −107−2.6% | Reduced |
| Aquatic Capital Management LLC | 4,000 | $244.0K | 0.01% | −5,000−55.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $243.6K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,870 | $235.7K | 0.01% | −100−2.5% | Reduced |
| Toroso Investments, LLC | 3,858 | $235.0K | 0.01% | −344−8.2% | Reduced |
| Atwood & Palmer Inc | 3,763 | $229.2K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,716 | $226.0K | 0.00% | −10.0% | Reduced |
| State of Wisconsin Investment Board | 3,642 | $221.8K | 0.00% | −3,937−51.9% | Reduced |
| Signaturefd, LLC | 3,590 | $218.6K | 0.01% | +2,662+286.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,484 | $212.2K | 0.02% | −11,951−77.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,441 | $209.6K | 0.00% | +3,441 | New |
| Crossmark Global Holdings, Inc. | 2,954 | $209.0K | 0.00% | +2,954 | New |
| Virginia Retirement Systems Et Al | 3,400 | $207.1K | 0.00% | −3,300−49.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $206.3K | 0.16% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,362 | $204.7K | 0.00% | −14,232−80.9% | Reduced |
| Public Employees Retirement Association of Colorado | 3,216 | $196.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,037 | $185.0K | 0.01% | −14,814−83.0% | Reduced |
| Central Trust Co | 2,573 | $156.7K | 0.00% | −1,344−34.3% | Reduced |
| Laffer Tengler Investments | 2,523 | $153.7K | 0.04% | +6+0.2% | Added |
| Metropolitan Life Insurance Co | 2,470 | $150.4K | 0.01% | +108+4.6% | Added |
| CWM, LLC | 2,314 | $141.0K | 0.00% | −416−15.2% | Reduced |
| Quadrant Capital Group LLC | 1,900 | $115.7K | 0.01% | +682+56.0% | Added |
| Advisor Group Holdings, Inc. | 1,894 | $115.4K | 0.00% | −140−6.9% | Reduced |
| Elequin Capital LP | 1,739 | $105.9K | 0.05% | +1,739 | New |
| Covestor Ltd | 1,709 | $104.0K | 0.08% | +1,352+378.7% | Added |
| DuPont Capital Management Corp | 1,326 | $80.8K | 0.00% | −151−10.2% | Reduced |
| City State Bank | 800 | $49.0K | 0.03% | +500+166.7% | Added |
| Parallel Advisors, LLC | 802 | $48.8K | 0.00% | −408−33.7% | Reduced |
| GWM Advisors LLC | 706 | $43.0K | 0.00% | +97+15.9% | Added |
| KBC Group NV | 592 | $36.0K | 0.00% | −2,703−82.0% | Reduced |
| Pinebridge Investments, L.P. | 591 | $36.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $30.4K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 471 | $28.8K | 0.01% | +454+2,670.6% | Added |
| Ci Investments Inc. | 403 | $25.0K | 0.00% | −20−4.7% | Reduced |
| First Horizon Advisors, Inc. | 328 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $18.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 293 | $17.8K | 0.00% | +84+40.2% | Added |
| Lindbrook Capital, LLC | 292 | $17.8K | 0.00% | +127+77.0% | Added |
| Larson Financial Group LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $7.79K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $7.25K | 0.00% | 00.0% | Unchanged |