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
Q3 2023 vs. Q2 2023
How the institutions holding Umb Financial Corp changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 225 | 1 | 243 | +19 |
| Shares | 45.0M | 4.82K | 43.2M | −1.82M (−4.0%) |
| Value | $2.74B | $293.5K | $2.69B | −$55.0M (−2.0%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (38)
Institutions that held Umb Financial Corp at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (19)
Institutions that held Umb Financial Corp at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Maltese Capital Management LLC | 37,500 | $2.28M |
| Aaron Wealth Advisors | 13,907 | $846.9K |
| Retireful, LLC | 12,679 | $772.2K |
| Boothbay Fund Management, LLC | 9,000 | $548.1K |
| Ethic Inc. | 4,446 | $270.7K |
| Alps Advisors Inc | 4,119 | $250.8K |
| Y-Intercept (Hong Kong) Ltd | 3,484 | $212.2K |
| Raymond James Financial Services Advisors, Inc. | 3,441 | $209.6K |
| Crossmark Global Holdings, Inc. | 2,954 | $209.0K |
| Virginia Retirement Systems Et Al | 3,400 | $207.1K |
| Quadrature Capital Ltd | 3,362 | $204.7K |
| Laffer Tengler Investments | 2,523 | $153.7K |
| DuPont Capital Management Corp | 1,326 | $80.8K |
| GWM Advisors LLC | 706 | $43.0K |
| Pinebridge Investments, L.P. | 591 | $36.0K |
| FinTrust Capital Advisors, LLC | 24 | $2.00K |
| Pinnacle Financial Partners Inc | 21 | $1.28K |
| Huntington National Bank | 20 | $1.22K |
| Disciplined Investments, LLC | 9 | $548 |
Not filed for Q3 2023 yet (1)
Institutions that held Umb Financial Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Pictet Asset Management SA | 4,819 | $293.5K |