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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 2 | $125 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 3 | $186 | 0.00% | −15−83.3% | Reduced |
| Carolinas Wealth Consulting LLC | 3 | $216 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 6 | $372 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6 | $374 | 0.00% | +6 | New |
| Baker Avenue Asset Management, LP | 12 | $745 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $807 | 0.00% | +1+8.3% | Added |
| Glassman Wealth Services | 14 | $869 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 20 | $1.24K | 0.00% | −12−37.5% | Reduced |
| IFP Advisors, Inc | 26 | $1.61K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $1.74K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $1.80K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 31 | $1.92K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 43 | $2.00K | 0.00% | +43 | New |
| Manchester Capital Management LLC | 36 | $2.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $2.36K | 0.00% | +7+22.6% | Added |
| GoalVest Advisory LLC | 47 | $2.92K | 0.00% | +3+6.8% | Added |
| FNY Investment Advisers, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 43 | $3.00K | 0.00% | +9+26.5% | Added |
| Private Trust Co NA | 51 | $3.17K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 63 | $3.91K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 67 | $4.16K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 68 | $4.22K | 0.00% | −17−20.0% | Reduced |
| Quent Capital, LLC | 82 | $5.09K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $7.38K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $7.94K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 130 | $8.07K | 0.00% | +130 | New |
| Allworth Financial LP | 145 | $9.00K | 0.00% | +48+49.5% | Added |
| Larson Financial Group LLC | 201 | $12.5K | 0.00% | +1+0.5% | Added |
| Lindbrook Capital, LLC | 230 | $14.3K | 0.00% | −62−21.2% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $18.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 355 | $22.0K | 0.00% | +62+21.2% | Added |
| First Horizon Advisors, Inc. | 400 | $24.8K | 0.00% | +72+22.0% | Added |
| Ci Investments Inc. | 398 | $25.0K | 0.00% | −5−1.2% | Reduced |
| JJJ Advisors Inc. | 465 | $29.0K | 0.01% | −6−1.3% | Reduced |
| Missouri Trust & Investment Co | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 689 | $42.8K | 0.01% | −1,050−60.4% | Reduced |
| Parallel Advisors, LLC | 722 | $44.8K | 0.00% | −80−10.0% | Reduced |
| City State Bank | 800 | $50.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 1,177 | $73.0K | 0.00% | +585+98.8% | Added |
| Headlands Technologies LLC | 1,199 | $74.4K | 0.04% | +1,199 | New |
| Covestor Ltd | 1,282 | $80.0K | 0.06% | −427−25.0% | Reduced |
| Quadrant Capital Group LLC | 1,924 | $119.4K | 0.01% | +24+1.3% | Added |
| Point72 Middle East FZE | 2,183 | $135.5K | 0.01% | +2,183 | New |
| CWM, LLC | 2,311 | $143.0K | 0.00% | −3−0.1% | Reduced |
| Central Trust Co | 2,308 | $143.2K | 0.00% | −265−10.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,486 | $154.3K | 0.00% | +592+31.3% | Added |
| Metropolitan Life Insurance Co | 2,551 | $158.3K | 0.01% | +81+3.3% | Added |
| Point72 Asset Management, L.P. | 2,718 | $168.7K | 0.00% | +2,718 | New |
| Quantbot Technologies LP | 2,879 | $178.6K | 0.01% | +2,879 | New |
| Jones Financial Companies LLLP | 3,200 | $198.6K | 0.00% | +3,200 | New |
| Public Employees Retirement Association of Colorado | 3,216 | $200.0K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $210.2K | 0.16% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 3,400 | $211.0K | 0.00% | +3,400 | New |
| Atria Wealth Solutions, Inc. | 3,442 | $214.9K | 0.00% | +3,442 | New |
| MQS Management LLC | 3,504 | $217.4K | 0.13% | +3,504 | New |
| LPL Financial LLC | 3,541 | $219.7K | 0.00% | +3,541 | New |
| Profund Advisors LLC | 3,578 | $222.0K | 0.01% | −545−13.2% | Reduced |
| Vestcor Inc | 3,615 | $224.0K | 0.01% | +3,615 | New |
| Toroso Investments, LLC | 3,696 | $229.3K | 0.01% | −162−4.2% | Reduced |
| Securian Asset Management, Inc | 3,698 | $229.5K | 0.01% | −172−4.4% | Reduced |
| Pacer Advisors, Inc. | 3,706 | $230.0K | 0.00% | −5,404−59.3% | Reduced |
| Commonwealth Equity Services, LLC | 3,713 | $230.0K | 0.00% | −3−0.1% | Reduced |
| Signaturefd, LLC | 3,732 | $231.6K | 0.01% | +142+4.0% | Added |
| Edgestream Partners, L.P. | 3,739 | $232.0K | 0.02% | −5,206−58.2% | Reduced |
| AlphaMark Advisors, LLC | 3,770 | $234.0K | 0.10% | +3,770 | New |
| Atwood & Palmer Inc | 3,778 | $234.4K | 0.02% | +15+0.4% | Added |
| Tudor Investment Corp Et Al | 3,787 | $235.0K | 0.00% | +3,787 | New |
| Gotham Asset Management, LLC | 3,847 | $238.7K | 0.00% | −189−4.7% | Reduced |
| Fox Run Management, L.L.C. | 3,900 | $242.0K | 0.07% | +3,900 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $248.2K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 4,300 | $266.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,449 | $272.0K | 0.00% | −576−11.5% | Reduced |
| Papp L Roy & Associates | 4,485 | $278.3K | 0.04% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,778 | $296.5K | 0.03% | +4,778 | New |
| Pictet Asset Management Holding SA | 4,819 | $299.0K | 0.00% | +4,819 | New |
| CWM Advisors, LLC | 4,937 | $306.3K | 0.04% | −242−4.7% | Reduced |
| Pathstone Family Office, LLC | 5,118 | $319.5K | 0.00% | +32+0.6% | Added |
| State of Alaska, Department of Revenue | 5,186 | $321.0K | 0.00% | −225−4.2% | Reduced |
| Bank of Montreal | 5,036 | $323.9K | 0.00% | +221+4.6% | Added |
| The PNC Financial Services Group, Inc. | 5,286 | $328.0K | 0.00% | +318+6.4% | Added |
| Occudo Quantitative Strategies LP | 5,689 | $353.0K | 0.05% | +5,689 | New |
| Country Club Bank | 5,856 | $360.3K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,934 | $368.2K | 0.01% | +5,934 | New |
| Farmers & Merchants Investments Inc | 6,020 | $373.5K | 0.01% | −1,000−14.2% | Reduced |
| New York Life Investment Management LLC | 6,159 | $382.2K | 0.00% | −981−13.7% | Reduced |
| Xponance, Inc. | 6,324 | $392.4K | 0.01% | −105−1.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 6,537 | $405.6K | 0.27% | +2,276+53.4% | Added |
| Aquatic Capital Management LLC | 6,600 | $410.0K | 0.02% | +2,600+65.0% | Added |
| Winton Group Ltd | 6,674 | $414.1K | 0.03% | −1,543−18.8% | Reduced |
| Bank of Nova Scotia | 6,920 | $429.4K | 0.00% | −869−11.2% | Reduced |
| Allianz Asset Management GmbH | 6,933 | $430.2K | 0.00% | +1,933+38.7% | Added |
| Kavar Capital Partners Group, LLC | 7,302 | $453.1K | 0.10% | +200+2.8% | Added |
| Financial Advisory Service, Inc. | 7,374 | $457.6K | 0.05% | −865−10.5% | Reduced |
| Engineers Gate Manager LP | 7,669 | $475.9K | 0.02% | +2,364+44.6% | Added |
| Two Sigma Investments, LP | 8,129 | $504.4K | 0.00% | +8,129 | New |
| Federated Hermes, Inc. | 8,184 | $507.8K | 0.00% | +1,921+30.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,253 | $512.0K | 0.00% | +20.0% | Added |