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 |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 1,199 | $74.4K | 0.04% | +1,199 | New |
| KBC Group NV | 1,177 | $73.0K | 0.00% | +585+98.8% | Added |
| City State Bank | 800 | $50.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 722 | $44.8K | 0.00% | −80−10.0% | Reduced |
| Elequin Capital LP | 689 | $42.8K | 0.01% | −1,050−60.4% | Reduced |
| Missouri Trust & Investment Co | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 465 | $29.0K | 0.01% | −6−1.3% | Reduced |
| Ci Investments Inc. | 398 | $25.0K | 0.00% | −5−1.2% | Reduced |
| First Horizon Advisors, Inc. | 400 | $24.8K | 0.00% | +72+22.0% | Added |
| Fifth Third Bancorp | 355 | $22.0K | 0.00% | +62+21.2% | Added |
| Nomura Asset Management Co Ltd | 300 | $18.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 230 | $14.3K | 0.00% | −62−21.2% | Reduced |
| Larson Financial Group LLC | 201 | $12.5K | 0.00% | +1+0.5% | Added |
| Allworth Financial LP | 145 | $9.00K | 0.00% | +48+49.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 130 | $8.07K | 0.00% | +130 | New |
| Northwestern Mutual Wealth Management Co | 128 | $7.94K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $7.38K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $5.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 68 | $4.22K | 0.00% | −17−20.0% | Reduced |
| EverSource Wealth Advisors, LLC | 67 | $4.16K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 63 | $3.91K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 51 | $3.17K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 43 | $3.00K | 0.00% | +9+26.5% | Added |
| GoalVest Advisory LLC | 47 | $2.92K | 0.00% | +3+6.8% | Added |
| JFS Wealth Advisors, LLC | 38 | $2.36K | 0.00% | +7+22.6% | Added |
| Manchester Capital Management LLC | 36 | $2.23K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 43 | $2.00K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 31 | $1.92K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29 | $1.80K | 0.00% | +29 | New |
| Concord Wealth Partners | 28 | $1.74K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $1.24K | 0.00% | −12−37.5% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Glassman Wealth Services | 14 | $869 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $807 | 0.00% | +1+8.3% | Added |
| Baker Avenue Asset Management, LP | 12 | $745 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6 | $374 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 6 | $372 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $216 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 3 | $186 | 0.00% | −15−83.3% | Reduced |
| Crewe Advisors LLC | 2 | $125 | 0.00% | +2 | New |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −13,907−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −12,679−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −4,446−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −4,119−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,484−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,362−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |