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, Q3 2023
Institutional positions in Umb Financial Corp as of Sep 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
- 243
- +19 vs. Q2 2023
- Shares held
- 43.2M
- −1.82M (−4.0%) vs. Q2 2023
- Total value
- $2.69B
- −$55.0M (−2.0%) vs. Q2 2023
- New holders
- 38
- 79 more added
- Sold out
- 19
- 89 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,712,004 | $354.4M | 0.01% | −69,267−1.2% | Reduced |
| Umb Bank N A | 5,549,542 | $344.3M | 5.53% | −132,763−2.3% | Reduced |
| Vanguard Group Inc | 4,266,657 | $264.7M | 0.01% | −14,960−0.3% | Reduced |
| State Street Corp | 2,992,973 | $186.9M | 0.01% | −1,666,574−35.8% | Reduced |
| Wellington Management Group LLP | 2,586,701 | $160.5M | 0.03% | +1,095,630+73.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,818,361 | $112.8M | 0.20% | +4,617+0.3% | Added |
| American Century Companies Inc | 1,817,350 | $112.8M | 0.09% | +75,140+4.3% | Added |
| Victory Capital Management Inc | 1,731,904 | $107.5M | 0.12% | +131,926+8.2% | Added |
| Dimensional Fund Advisors LP | 1,382,450 | $85.8M | 0.03% | +150,540+12.2% | Added |
| Geode Capital Management, LLC | 960,089 | $59.6M | 0.01% | +36,649+4.0% | Added |
| Bank of New York Mellon Corp | 931,648 | $57.8M | 0.01% | +47,349+5.4% | Added |
| Boston Trust Walden Corp | 684,010 | $42.4M | 0.36% | −44,531−6.1% | Reduced |
| Northern Trust Corp | 640,608 | $39.7M | 0.01% | −10,427−1.6% | Reduced |
| Ameriprise Financial Inc | 623,104 | $38.7M | 0.01% | −12,393−2.0% | Reduced |
| Fisher Asset Management, LLC | 593,768 | $36.8M | 0.02% | +253,402+74.4% | Added |
| Global Alpha Capital Management Ltd. | 561,769 | $34.9M | 3.50% | +300+0.1% | Added |
| Charles Schwab Investment Management Inc | 511,015 | $31.7M | 0.01% | +8,315+1.7% | Added |
| ProShare Advisors LLC | 508,181 | $31.5M | 0.10% | −53,142−9.5% | Reduced |
| Norges Bank | 459,229 | $28.5M | 0.01% | +91,553+24.9% | Added |
| Goldman Sachs Group Inc | 448,537 | $27.8M | 0.01% | −2,148,034−82.7% | Reduced |
| Brown Advisory Inc | 426,465 | $26.5M | 0.04% | −51,245−10.7% | Reduced |
| Morgan Stanley | 333,855 | $20.7M | 0.00% | +72,029+27.5% | Added |
| Millennium Management LLC | 321,104 | $19.9M | 0.02% | +313,961+4,395.4% | Added |
| Massachusetts Financial Services Co | 307,832 | $19.1M | 0.01% | −3,107−1.0% | Reduced |
| FMR LLC | 250,025 | $15.5M | 0.00% | −22,478−8.2% | Reduced |
| Bank of America Corp | 232,925 | $14.5M | 0.00% | −3,218−1.4% | Reduced |
| Nuveen Asset Management, LLC | 215,598 | $13.4M | 0.00% | −1,516−0.7% | Reduced |
| SEI Investments Co | 194,109 | $12.0M | 0.02% | +17,164+9.7% | Added |
| HRT Financial LP | 184,730 | $11.5M | 0.11% | +184,730 | New |
| AQR Capital Management LLC | 173,758 | $10.8M | 0.02% | +141,535+439.2% | Added |
| Tributary Capital Management, LLC | 168,821 | $10.5M | 0.99% | +31,768+23.2% | Added |
| Rhumbline Advisers | 164,383 | $10.2M | 0.01% | +1,109+0.7% | Added |
| Principal Financial Group Inc | 164,191 | $10.2M | 0.01% | −1,196−0.7% | Reduced |
| First Trust Advisors LP | 151,122 | $9.38M | 0.01% | −62,541−29.3% | Reduced |
| Third Avenue Management LLC | 149,284 | $9.19M | 1.54% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 137,530 | $8.53M | 0.00% | −22,455−14.0% | Reduced |
| Renaissance Technologies LLC | 129,100 | $8.01M | 0.01% | +23,900+22.7% | Added |
| rhino investment partners, Inc | 128,039 | $7.94M | 2.17% | +59,539+86.9% | Added |
| Captrust Financial Advisors | 118,278 | $7.34M | 0.03% | −1,266−1.1% | Reduced |
| Voloridge Investment Management, LLC | 117,542 | $7.29M | 0.04% | +117,542 | New |
| Assenagon Asset Management S.A. | 113,637 | $7.05M | 0.02% | −371,453−76.6% | Reduced |
| Man Group plc | – | $6.83M | 0.02% | – | – |
| Congress Asset Management Co | 109,276 | $6.78M | 0.06% | +149+0.1% | Added |
| Barclays PLC | 107,711 | $6.68M | 0.00% | +2,222+2.1% | Added |
| D. E. Shaw & Co., Inc. | 107,574 | $6.67M | 0.01% | −7,808−6.8% | Reduced |
| Legal & General Group Plc | 105,881 | $6.57M | 0.00% | +2,089+2.0% | Added |
| Mutual of America Capital Management LLC | 101,953 | $6.33M | 0.08% | −1,611−1.6% | Reduced |
| Alliancebernstein L.P. | 101,424 | $6.29M | 0.00% | −2,347−2.3% | Reduced |
| Swiss National Bank | 101,300 | $6.29M | 0.00% | +1,000+1.0% | Added |
| Gator Capital Management, LLC | 100,732 | $6.25M | 4.42% | +24,562+32.2% | Added |
| California Public Employees Retirement System | 99,065 | $6.15M | 0.01% | −1,638−1.6% | Reduced |
| Invesco Ltd. | 93,817 | $5.82M | 0.00% | +514+0.6% | Added |
| WealthPlan Investment Management, LLC | 87,334 | $5.42M | 0.96% | +42,485+94.7% | Added |
| American International Group, Inc. | 83,274 | $5.17M | 0.03% | −3,519−4.1% | Reduced |
| Voya Investment Management LLC | 77,872 | $4.83M | 0.01% | −52,107−40.1% | Reduced |
| WealthPLAN Partners, LLC | 77,781 | $4.83M | 0.56% | +40,406+108.1% | Added |
| New York State Teachers Retirement System | 75,112 | $4.66M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 74,130 | $4.60M | 0.04% | −1,792−2.4% | Reduced |
| Deutsche Bank AG | 71,126 | $4.41M | 0.00% | +2,643+3.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 71,000 | $4.41M | 0.02% | −70,000−49.6% | Reduced |
| NFJ Investment Group, LLC | 66,456 | $4.12M | 0.12% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 65,228 | $4.05M | 0.02% | −509−0.8% | Reduced |
| Envestnet Asset Management Inc | 63,486 | $3.94M | 0.00% | +10,456+19.7% | Added |
| UBS Group AG | 60,911 | $3.78M | 0.00% | +40,479+198.1% | Added |
| Credit Suisse AG | 60,198 | $3.74M | 0.00% | −1,963−3.2% | Reduced |
| Citadel Advisors LLC | 59,860 | $3.71M | 0.00% | +45,136+306.5% | Added |
| Algert Global LLC | 59,475 | $3.69M | 0.17% | −8,451−12.4% | Reduced |
| Rafferty Asset Management, LLC | 57,469 | $3.57M | 0.02% | −14,225−19.8% | Reduced |
| Retirement Systems of Alabama | 54,524 | $3.38M | 0.02% | −1,737−3.1% | Reduced |
| UBS Asset Management Americas Inc | 52,821 | $3.28M | 0.00% | +672+1.3% | Added |
| Manufacturers Life Insurance Company, The | 52,272 | $3.24M | 0.00% | +3,579+7.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 52,151 | $3.24M | 0.15% | −5,183−9.0% | Reduced |
| Susquehanna International Group, LLP | 50,539 | $3.14M | 0.00% | +24,503+94.1% | Added |
| California State Teachers Retirement System | 50,529 | $3.14M | 0.00% | −3,460−6.4% | Reduced |
| Agf Management Ltd | 47,626 | $2.96M | 0.02% | −10,343−17.8% | Reduced |
| Janus Henderson Group PLC | 47,495 | $2.95M | 0.00% | +887+1.9% | Added |
| MetLife Investment Management | 47,228 | $2.93M | 0.02% | −1,140−2.4% | Reduced |
| Putnam Investments LLC | 45,741 | $2.84M | 0.00% | −10,860−19.2% | Reduced |
| GHP Investment Advisors, Inc. | 44,359 | $2.74M | 0.17% | +1,239+2.9% | Added |
| State of New Jersey Common Pension Fund D | 39,363 | $2.44M | 0.01% | −2,936−6.9% | Reduced |
| EJF Capital LLC | 39,078 | $2.42M | 1.07% | −27,724−41.5% | Reduced |
| Commerce Bank | 37,825 | $2.35M | 0.02% | 00.0% | Unchanged |
| Texas Permanent School Fund | 37,004 | $2.30M | 0.02% | −1,420−3.7% | Reduced |
| Financial Counselors Inc | 36,864 | $2.29M | 0.05% | −466−1.2% | Reduced |
| Wells Fargo & Company | 34,267 | $2.13M | 0.00% | −6,055−15.0% | Reduced |
| Creative Planning | 34,180 | $2.12M | 0.00% | +1,254+3.8% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 34,148 | $2.12M | 1.74% | +2,100+6.6% | Added |
| Great West Life Assurance Co | 33,327 | $2.07M | 0.00% | +2,300+7.4% | Added |
| Squarepoint Ops LLC | 32,505 | $2.02M | 0.01% | +32,505 | New |
| SG Americas Securities, LLC | 30,591 | $1.90M | 0.03% | +30,591 | New |
| Russell Investments Group, Ltd. | 28,993 | $1.80M | 0.00% | −18,579−39.1% | Reduced |
| Price T Rowe Associates Inc | 27,089 | $1.68M | 0.00% | +1,134+4.4% | Added |
| Mercer Global Advisors Inc | 26,480 | $1.64M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 26,365 | $1.64M | 0.00% | −30,163−53.4% | Reduced |
| Thrivent Financial for Lutherans | 26,340 | $1.64M | 0.00% | −18,446−41.2% | Reduced |
| BNP Paribas Arbitrage, SA | 25,908 | $1.61M | 0.00% | +11,240+76.6% | Added |
| Qube Research & Technologies Ltd | 25,498 | $1.58M | 0.00% | +25,498 | New |
| Amalgamated Bank | 25,241 | $1.57M | 0.01% | −987−3.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 24,188 | $1.50M | 0.04% | −4,743−16.4% | Reduced |
| Bridgeway Capital Management, LLC | 23,300 | $1.45M | 0.04% | 00.0% | Unchanged |