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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 8,467 | $525.0K | 0.00% | −1,720−16.9% | Reduced |
| Tower Research Capital LLC (TRC) | 8,642 | $536.2K | 0.02% | +5,605+184.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,843 | $548.7K | 0.00% | −12,261−58.1% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $552.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 9,005 | $558.8K | 0.00% | +635+7.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,283 | $576.0K | 0.00% | +1,034+12.5% | Added |
| Aigen Investment Management, LP | 9,555 | $592.9K | 0.11% | +9,555 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,685 | $601.0K | 0.02% | −17−0.2% | Reduced |
| XTX Topco Ltd | 9,760 | $605.6K | 0.10% | +9,760 | New |
| State of Wisconsin Investment Board | 9,874 | $612.7K | 0.00% | +6,232+171.1% | Added |
| Bailard, Inc. | 9,929 | $616.1K | 0.02% | −1,200−10.8% | Reduced |
| State of Michigan Retirement System | 10,441 | $647.9K | 0.00% | −300−2.8% | Reduced |
| Handelsbanken Fonder AB | 10,930 | $678.0K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 11,396 | $707.1K | 0.10% | −5,633−33.1% | Reduced |
| Franklin Resources Inc | 11,620 | $721.0K | 0.00% | −212−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 11,995 | $744.3K | 0.01% | +11,995 | New |
| US Bancorp | 12,189 | $756.3K | 0.00% | +155+1.3% | Added |
| Oregon Public Employees Retirement Fund | 12,297 | $763.0K | 0.01% | −300−2.4% | Reduced |
| Louisiana State Employees Retirement System | 12,400 | $769.4K | 0.02% | −400−3.1% | Reduced |
| State Board of Administration of Florida Retirement System | 12,651 | $785.0K | 0.00% | +70+0.6% | Added |
| Arizona State Retirement System | 13,121 | $814.2K | 0.01% | +178+1.4% | Added |
| Paragon Capital Management LLC | 13,463 | $835.4K | 0.49% | −2,000−12.9% | Reduced |
| Royal Bank of Canada | 13,817 | $857.0K | 0.00% | +2,145+18.4% | Added |
| Teachers Retirement System of the State of Kentucky | 14,642 | $908.0K | 0.01% | +7,214+97.1% | Added |
| Mariner, LLC | 14,871 | $922.7K | 0.00% | −2,020−12.0% | Reduced |
| Ensign Peak Advisors, Inc | 14,980 | $929.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 15,669 | $972.0K | 0.00% | +46+0.3% | Added |
| Nisa Investment Advisors, LLC | 17,615 | $1.09M | 0.01% | +25+0.1% | Added |
| New York State Common Retirement Fund | 17,762 | $1.10M | 0.00% | +20+0.1% | Added |
| HSBC Holdings PLC | 18,291 | $1.14M | 0.00% | +13,475+279.8% | Added |
| Comerica Bank | 18,592 | $1.15M | 0.01% | +18,592 | New |
| State of Tennessee, Treasury Department | 19,400 | $1.20M | 0.00% | −9,995−34.0% | Reduced |
| Prudential Financial Inc | 19,516 | $1.21M | 0.00% | +6,450+49.4% | Added |
| Campbell & CO Investment Adviser LLC | 19,543 | $1.21M | 0.15% | +19,543 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 19,553 | $1.21M | 0.01% | +19,553 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,566 | $1.21M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 19,625 | $1.22M | 0.10% | +19,625 | New |
| Ameritas Investment Partners, Inc. | 19,685 | $1.22M | 0.05% | −6,453−24.7% | Reduced |
| Jane Street Group, LLC | 19,987 | $1.24M | 0.00% | +19,987 | New |
| Yousif Capital Management, LLC | 20,193 | $1.25M | 0.02% | −1,165−5.5% | Reduced |
| First National Bank of Omaha | 21,471 | $1.33M | 0.09% | −35−0.2% | Reduced |
| Meritage Portfolio Management | 21,721 | $1.35M | 0.10% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 22,629 | $1.40M | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 23,300 | $1.45M | 0.04% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 24,188 | $1.50M | 0.04% | −4,743−16.4% | Reduced |
| Amalgamated Bank | 25,241 | $1.57M | 0.01% | −987−3.8% | Reduced |
| Qube Research & Technologies Ltd | 25,498 | $1.58M | 0.00% | +25,498 | New |
| BNP Paribas Arbitrage, SA | 25,908 | $1.61M | 0.00% | +11,240+76.6% | Added |
| Thrivent Financial for Lutherans | 26,340 | $1.64M | 0.00% | −18,446−41.2% | Reduced |
| Citigroup Inc | 26,365 | $1.64M | 0.00% | −30,163−53.4% | Reduced |
| Mercer Global Advisors Inc | 26,480 | $1.64M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 27,089 | $1.68M | 0.00% | +1,134+4.4% | Added |
| Russell Investments Group, Ltd. | 28,993 | $1.80M | 0.00% | −18,579−39.1% | Reduced |
| SG Americas Securities, LLC | 30,591 | $1.90M | 0.03% | +30,591 | New |
| Squarepoint Ops LLC | 32,505 | $2.02M | 0.01% | +32,505 | New |
| Great West Life Assurance Co | 33,327 | $2.07M | 0.00% | +2,300+7.4% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 34,148 | $2.12M | 1.74% | +2,100+6.6% | Added |
| Creative Planning | 34,180 | $2.12M | 0.00% | +1,254+3.8% | Added |
| Wells Fargo & Company | 34,267 | $2.13M | 0.00% | −6,055−15.0% | Reduced |
| Financial Counselors Inc | 36,864 | $2.29M | 0.05% | −466−1.2% | Reduced |
| Texas Permanent School Fund | 37,004 | $2.30M | 0.02% | −1,420−3.7% | Reduced |
| Commerce Bank | 37,825 | $2.35M | 0.02% | 00.0% | Unchanged |
| EJF Capital LLC | 39,078 | $2.42M | 1.07% | −27,724−41.5% | Reduced |
| State of New Jersey Common Pension Fund D | 39,363 | $2.44M | 0.01% | −2,936−6.9% | Reduced |
| GHP Investment Advisors, Inc. | 44,359 | $2.74M | 0.17% | +1,239+2.9% | Added |
| Putnam Investments LLC | 45,741 | $2.84M | 0.00% | −10,860−19.2% | Reduced |
| MetLife Investment Management | 47,228 | $2.93M | 0.02% | −1,140−2.4% | Reduced |
| Janus Henderson Group PLC | 47,495 | $2.95M | 0.00% | +887+1.9% | Added |
| Agf Management Ltd | 47,626 | $2.96M | 0.02% | −10,343−17.8% | Reduced |
| California State Teachers Retirement System | 50,529 | $3.14M | 0.00% | −3,460−6.4% | Reduced |
| Susquehanna International Group, LLP | 50,539 | $3.14M | 0.00% | +24,503+94.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 52,151 | $3.24M | 0.15% | −5,183−9.0% | Reduced |
| Manufacturers Life Insurance Company, The | 52,272 | $3.24M | 0.00% | +3,579+7.4% | Added |
| UBS Asset Management Americas Inc | 52,821 | $3.28M | 0.00% | +672+1.3% | Added |
| Retirement Systems of Alabama | 54,524 | $3.38M | 0.02% | −1,737−3.1% | Reduced |
| Rafferty Asset Management, LLC | 57,469 | $3.57M | 0.02% | −14,225−19.8% | Reduced |
| Algert Global LLC | 59,475 | $3.69M | 0.17% | −8,451−12.4% | Reduced |
| Citadel Advisors LLC | 59,860 | $3.71M | 0.00% | +45,136+306.5% | Added |
| Credit Suisse AG | 60,198 | $3.74M | 0.00% | −1,963−3.2% | Reduced |
| UBS Group AG | 60,911 | $3.78M | 0.00% | +40,479+198.1% | Added |
| Envestnet Asset Management Inc | 63,486 | $3.94M | 0.00% | +10,456+19.7% | Added |
| Jacobs Levy Equity Management, Inc | 65,228 | $4.05M | 0.02% | −509−0.8% | Reduced |
| NFJ Investment Group, LLC | 66,456 | $4.12M | 0.12% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 71,000 | $4.41M | 0.02% | −70,000−49.6% | Reduced |
| Deutsche Bank AG | 71,126 | $4.41M | 0.00% | +2,643+3.9% | Added |
| Guggenheim Capital LLC | 74,130 | $4.60M | 0.04% | −1,792−2.4% | Reduced |
| New York State Teachers Retirement System | 75,112 | $4.66M | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 77,781 | $4.83M | 0.56% | +40,406+108.1% | Added |
| Voya Investment Management LLC | 77,872 | $4.83M | 0.01% | −52,107−40.1% | Reduced |
| American International Group, Inc. | 83,274 | $5.17M | 0.03% | −3,519−4.1% | Reduced |
| WealthPlan Investment Management, LLC | 87,334 | $5.42M | 0.96% | +42,485+94.7% | Added |
| Invesco Ltd. | 93,817 | $5.82M | 0.00% | +514+0.6% | Added |
| California Public Employees Retirement System | 99,065 | $6.15M | 0.01% | −1,638−1.6% | Reduced |
| Gator Capital Management, LLC | 100,732 | $6.25M | 4.42% | +24,562+32.2% | Added |
| Swiss National Bank | 101,300 | $6.29M | 0.00% | +1,000+1.0% | Added |
| Alliancebernstein L.P. | 101,424 | $6.29M | 0.00% | −2,347−2.3% | Reduced |
| Mutual of America Capital Management LLC | 101,953 | $6.33M | 0.08% | −1,611−1.6% | Reduced |
| Legal & General Group Plc | 105,881 | $6.57M | 0.00% | +2,089+2.0% | Added |
| D. E. Shaw & Co., Inc. | 107,574 | $6.67M | 0.01% | −7,808−6.8% | Reduced |
| Barclays PLC | 107,711 | $6.68M | 0.00% | +2,222+2.1% | Added |