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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 22,629 | $1.40M | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 21,721 | $1.35M | 0.10% | 00.0% | Unchanged |
| First National Bank of Omaha | 21,471 | $1.33M | 0.09% | −35−0.2% | Reduced |
| Yousif Capital Management, LLC | 20,193 | $1.25M | 0.02% | −1,165−5.5% | Reduced |
| Jane Street Group, LLC | 19,987 | $1.24M | 0.00% | +19,987 | New |
| Ameritas Investment Partners, Inc. | 19,685 | $1.22M | 0.05% | −6,453−24.7% | Reduced |
| Gsa Capital Partners LLP | 19,625 | $1.22M | 0.10% | +19,625 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,566 | $1.21M | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 19,553 | $1.21M | 0.01% | +19,553 | New |
| Campbell & CO Investment Adviser LLC | 19,543 | $1.21M | 0.15% | +19,543 | New |
| Prudential Financial Inc | 19,516 | $1.21M | 0.00% | +6,450+49.4% | Added |
| State of Tennessee, Treasury Department | 19,400 | $1.20M | 0.00% | −9,995−34.0% | Reduced |
| Comerica Bank | 18,592 | $1.15M | 0.01% | +18,592 | New |
| HSBC Holdings PLC | 18,291 | $1.14M | 0.00% | +13,475+279.8% | Added |
| New York State Common Retirement Fund | 17,762 | $1.10M | 0.00% | +20+0.1% | Added |
| Nisa Investment Advisors, LLC | 17,615 | $1.09M | 0.01% | +25+0.1% | Added |
| Public Employees Retirement System of Ohio | 15,669 | $972.0K | 0.00% | +46+0.3% | Added |
| Ensign Peak Advisors, Inc | 14,980 | $929.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 14,871 | $922.7K | 0.00% | −2,020−12.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,642 | $908.0K | 0.01% | +7,214+97.1% | Added |
| Royal Bank of Canada | 13,817 | $857.0K | 0.00% | +2,145+18.4% | Added |
| Paragon Capital Management LLC | 13,463 | $835.4K | 0.49% | −2,000−12.9% | Reduced |
| Arizona State Retirement System | 13,121 | $814.2K | 0.01% | +178+1.4% | Added |
| State Board of Administration of Florida Retirement System | 12,651 | $785.0K | 0.00% | +70+0.6% | Added |
| Louisiana State Employees Retirement System | 12,400 | $769.4K | 0.02% | −400−3.1% | Reduced |
| Oregon Public Employees Retirement Fund | 12,297 | $763.0K | 0.01% | −300−2.4% | Reduced |
| US Bancorp | 12,189 | $756.3K | 0.00% | +155+1.3% | Added |
| Cubist Systematic Strategies, LLC | 11,995 | $744.3K | 0.01% | +11,995 | New |
| Franklin Resources Inc | 11,620 | $721.0K | 0.00% | −212−1.8% | Reduced |
| Keeley-Teton Advisors, LLC | 11,396 | $707.1K | 0.10% | −5,633−33.1% | Reduced |
| Handelsbanken Fonder AB | 10,930 | $678.0K | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 10,441 | $647.9K | 0.00% | −300−2.8% | Reduced |
| Bailard, Inc. | 9,929 | $616.1K | 0.02% | −1,200−10.8% | Reduced |
| State of Wisconsin Investment Board | 9,874 | $612.7K | 0.00% | +6,232+171.1% | Added |
| XTX Topco Ltd | 9,760 | $605.6K | 0.10% | +9,760 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,685 | $601.0K | 0.02% | −17−0.2% | Reduced |
| Aigen Investment Management, LP | 9,555 | $592.9K | 0.11% | +9,555 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,283 | $576.0K | 0.00% | +1,034+12.5% | Added |
| Keybank National Association | 9,005 | $558.8K | 0.00% | +635+7.6% | Added |
| New Mexico Educational Retirement Board | 8,900 | $552.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,843 | $548.7K | 0.00% | −12,261−58.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,642 | $536.2K | 0.02% | +5,605+184.6% | Added |
| Teacher Retirement System of Texas | 8,467 | $525.0K | 0.00% | −1,720−16.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,253 | $512.0K | 0.00% | +20.0% | Added |
| Federated Hermes, Inc. | 8,184 | $507.8K | 0.00% | +1,921+30.7% | Added |
| Two Sigma Investments, LP | 8,129 | $504.4K | 0.00% | +8,129 | New |
| Engineers Gate Manager LP | 7,669 | $475.9K | 0.02% | +2,364+44.6% | Added |
| Financial Advisory Service, Inc. | 7,374 | $457.6K | 0.05% | −865−10.5% | Reduced |
| Kavar Capital Partners Group, LLC | 7,302 | $453.1K | 0.10% | +200+2.8% | Added |
| Allianz Asset Management GmbH | 6,933 | $430.2K | 0.00% | +1,933+38.7% | Added |
| Bank of Nova Scotia | 6,920 | $429.4K | 0.00% | −869−11.2% | Reduced |
| Winton Group Ltd | 6,674 | $414.1K | 0.03% | −1,543−18.8% | Reduced |
| Aquatic Capital Management LLC | 6,600 | $410.0K | 0.02% | +2,600+65.0% | Added |
| Fortitude Advisory Group L.L.C. | 6,537 | $405.6K | 0.27% | +2,276+53.4% | Added |
| Xponance, Inc. | 6,324 | $392.4K | 0.01% | −105−1.6% | Reduced |
| New York Life Investment Management LLC | 6,159 | $382.2K | 0.00% | −981−13.7% | Reduced |
| Farmers & Merchants Investments Inc | 6,020 | $373.5K | 0.01% | −1,000−14.2% | Reduced |
| Capstone Investment Advisors, LLC | 5,934 | $368.2K | 0.01% | +5,934 | New |
| Country Club Bank | 5,856 | $360.3K | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,689 | $353.0K | 0.05% | +5,689 | New |
| The PNC Financial Services Group, Inc. | 5,286 | $328.0K | 0.00% | +318+6.4% | Added |
| Bank of Montreal | 5,036 | $323.9K | 0.00% | +221+4.6% | Added |
| State of Alaska, Department of Revenue | 5,186 | $321.0K | 0.00% | −225−4.2% | Reduced |
| Pathstone Family Office, LLC | 5,118 | $319.5K | 0.00% | +32+0.6% | Added |
| CWM Advisors, LLC | 4,937 | $306.3K | 0.04% | −242−4.7% | Reduced |
| Pictet Asset Management Holding SA | 4,819 | $299.0K | 0.00% | +4,819 | New |
| Bayesian Capital Management, LP | 4,778 | $296.5K | 0.03% | +4,778 | New |
| Papp L Roy & Associates | 4,485 | $278.3K | 0.04% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,449 | $272.0K | 0.00% | −576−11.5% | Reduced |
| STRS Ohio | 4,300 | $266.0K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $248.2K | 0.04% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,900 | $242.0K | 0.07% | +3,900 | New |
| Gotham Asset Management, LLC | 3,847 | $238.7K | 0.00% | −189−4.7% | Reduced |
| Tudor Investment Corp Et Al | 3,787 | $235.0K | 0.00% | +3,787 | New |
| Atwood & Palmer Inc | 3,778 | $234.4K | 0.02% | +15+0.4% | Added |
| AlphaMark Advisors, LLC | 3,770 | $234.0K | 0.10% | +3,770 | New |
| Edgestream Partners, L.P. | 3,739 | $232.0K | 0.02% | −5,206−58.2% | Reduced |
| Signaturefd, LLC | 3,732 | $231.6K | 0.01% | +142+4.0% | Added |
| Commonwealth Equity Services, LLC | 3,713 | $230.0K | 0.00% | −3−0.1% | Reduced |
| Pacer Advisors, Inc. | 3,706 | $230.0K | 0.00% | −5,404−59.3% | Reduced |
| Securian Asset Management, Inc | 3,698 | $229.5K | 0.01% | −172−4.4% | Reduced |
| Toroso Investments, LLC | 3,696 | $229.3K | 0.01% | −162−4.2% | Reduced |
| Vestcor Inc | 3,615 | $224.0K | 0.01% | +3,615 | New |
| Profund Advisors LLC | 3,578 | $222.0K | 0.01% | −545−13.2% | Reduced |
| LPL Financial LLC | 3,541 | $219.7K | 0.00% | +3,541 | New |
| MQS Management LLC | 3,504 | $217.4K | 0.13% | +3,504 | New |
| Atria Wealth Solutions, Inc. | 3,442 | $214.9K | 0.00% | +3,442 | New |
| ExodusPoint Capital Management, LP | 3,400 | $211.0K | 0.00% | +3,400 | New |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $210.2K | 0.16% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,216 | $200.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,200 | $198.6K | 0.00% | +3,200 | New |
| Quantbot Technologies LP | 2,879 | $178.6K | 0.01% | +2,879 | New |
| Point72 Asset Management, L.P. | 2,718 | $168.7K | 0.00% | +2,718 | New |
| Metropolitan Life Insurance Co | 2,551 | $158.3K | 0.01% | +81+3.3% | Added |
| Advisor Group Holdings, Inc. | 2,486 | $154.3K | 0.00% | +592+31.3% | Added |
| Central Trust Co | 2,308 | $143.2K | 0.00% | −265−10.3% | Reduced |
| CWM, LLC | 2,311 | $143.0K | 0.00% | −3−0.1% | Reduced |
| Point72 Middle East FZE | 2,183 | $135.5K | 0.01% | +2,183 | New |
| Quadrant Capital Group LLC | 1,924 | $119.4K | 0.01% | +24+1.3% | Added |
| Covestor Ltd | 1,282 | $80.0K | 0.06% | −427−25.0% | Reduced |