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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q4 2023
Institutional positions in Umb Financial Corp as of Dec 31, 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
- 259
- +18 vs. Q3 2023
- Shares held
- 42.8M
- −404.6K (−0.9%) vs. Q3 2023
- Total value
- $3.58B
- +$888.0M (+33.0%) vs. Q3 2023
- New holders
- 43
- 94 more added
- Sold out
- 25
- 83 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 483 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,975,948 | $499.3M | 0.01% | +263,944+4.6% | Added |
| Umb Bank N A | 5,305,420 | $443.3M | 6.48% | −244,122−4.4% | Reduced |
| Vanguard Group Inc | 4,310,807 | $360.2M | 0.01% | +44,150+1.0% | Added |
| State Street Corp | 2,968,567 | $249.2M | 0.01% | −24,406−0.8% | Reduced |
| Victory Capital Management Inc | 1,997,303 | $166.9M | 0.18% | +265,399+15.3% | Added |
| Allspring Global Investments Holdings, LLC | 1,842,050 | $153.9M | 0.26% | +23,689+1.3% | Added |
| Wellington Management Group LLP | 1,624,294 | $135.7M | 0.03% | −962,407−37.2% | Reduced |
| American Century Companies Inc | 1,566,236 | $130.9M | 0.09% | −251,114−13.8% | Reduced |
| Dimensional Fund Advisors LP | 1,544,008 | $129.0M | 0.04% | +161,558+11.7% | Added |
| Geode Capital Management, LLC | 1,002,987 | $83.8M | 0.01% | +42,898+4.5% | Added |
| Bank of New York Mellon Corp | 957,265 | $80.0M | 0.02% | +25,617+2.7% | Added |
| Boston Trust Walden Corp | 688,687 | $57.5M | 0.43% | +4,677+0.7% | Added |
| Global Alpha Capital Management Ltd. | 662,769 | $55.4M | 4.45% | +101,000+18.0% | Added |
| Ameriprise Financial Inc | 649,866 | $54.3M | 0.02% | +26,762+4.3% | Added |
| Northern Trust Corp | 620,245 | $51.8M | 0.01% | −20,363−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 526,747 | $44.0M | 0.01% | +15,732+3.1% | Added |
| ProShare Advisors LLC | 487,667 | $40.7M | 0.12% | −20,514−4.0% | Reduced |
| Fisher Asset Management, LLC | 479,705 | $40.1M | 0.02% | −114,063−19.2% | Reduced |
| Norges Bank | 471,283 | $39.4M | 0.01% | +12,054+2.6% | Added |
| Massachusetts Financial Services Co | 428,932 | $35.8M | 0.01% | +121,100+39.3% | Added |
| Brown Advisory Inc | 404,336 | $33.8M | 0.05% | −22,129−5.2% | Reduced |
| Goldman Sachs Group Inc | 388,379 | $32.4M | 0.01% | −60,158−13.4% | Reduced |
| Morgan Stanley | 387,669 | $32.4M | 0.00% | +53,814+16.1% | Added |
| Bank of America Corp | 293,861 | $24.6M | 0.00% | +60,936+26.2% | Added |
| Citadel Advisors LLC | 289,252 | $24.2M | 0.02% | +229,392+383.2% | Added |
| Nuveen Asset Management, LLC | 287,822 | $24.0M | 0.01% | +72,224+33.5% | Added |
| FMR LLC | 267,552 | $22.4M | 0.00% | +17,527+7.0% | Added |
| GW&K Investment Management, LLC | 243,768 | $20.4M | 0.19% | +243,768 | New |
| AQR Capital Management LLC | 187,276 | $15.6M | 0.03% | +13,518+7.8% | Added |
| JPMorgan Chase & Co | 174,606 | $14.6M | 0.00% | +37,076+27.0% | Added |
| Tributary Capital Management, LLC | 165,774 | $13.9M | 1.17% | −3,047−1.8% | Reduced |
| Principal Financial Group Inc | 163,209 | $13.6M | 0.01% | −982−0.6% | Reduced |
| Rhumbline Advisers | 159,955 | $13.4M | 0.01% | −4,428−2.7% | Reduced |
| SEI Investments Co | 155,689 | $13.0M | 0.02% | −38,420−19.8% | Reduced |
| Third Avenue Management LLC | 149,284 | $12.5M | 2.05% | 00.0% | Unchanged |
| Barclays PLC | 140,242 | $11.7M | 0.01% | +32,531+30.2% | Added |
| Assenagon Asset Management S.A. | 133,867 | $11.2M | 0.03% | +20,230+17.8% | Added |
| Walleye Capital LLC | 124,853 | $10.4M | 0.15% | +124,853 | New |
| Captrust Financial Advisors | 118,129 | $9.87M | 0.03% | −149−0.1% | Reduced |
| Congress Asset Management Co | 107,441 | $8.98M | 0.07% | −1,835−1.7% | Reduced |
| Gator Capital Management, LLC | 102,950 | $8.60M | 4.76% | +2,218+2.2% | Added |
| Legal & General Group Plc | 102,691 | $8.58M | 0.00% | −3,190−3.0% | Reduced |
| Mutual of America Capital Management LLC | 99,323 | $8.30M | 0.10% | −2,630−2.6% | Reduced |
| Alliancebernstein L.P. | 98,285 | $8.21M | 0.00% | −3,139−3.1% | Reduced |
| Invesco Ltd. | 98,100 | $8.20M | 0.00% | +4,283+4.6% | Added |
| California Public Employees Retirement System | 90,903 | $7.59M | 0.01% | −8,162−8.2% | Reduced |
| Swiss National Bank | 90,800 | $7.59M | 0.01% | −10,500−10.4% | Reduced |
| First Trust Advisors LP | 88,589 | $7.40M | 0.01% | −62,533−41.4% | Reduced |
| Man Group plc | 85,918 | $7.18M | 0.02% | – | – |
| Deutsche Bank AG | 85,388 | $7.13M | 0.00% | +14,262+20.1% | Added |
| STRS Ohio | 83,500 | $6.98M | 0.03% | +79,200+1,841.9% | Added |
| American International Group, Inc. | 80,670 | $6.74M | 0.03% | −2,604−3.1% | Reduced |
| Millennium Management LLC | 80,555 | $6.73M | 0.01% | −240,549−74.9% | Reduced |
| WealthPLAN Partners, LLC | 75,894 | $6.34M | 0.65% | −1,887−2.4% | Reduced |
| Voya Investment Management LLC | 75,236 | $6.29M | 0.01% | −2,636−3.4% | Reduced |
| New York State Teachers Retirement System | 75,112 | $6.28M | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 71,376 | $5.96M | 0.03% | +6,148+9.4% | Added |
| Rafferty Asset Management, LLC | 70,896 | $5.92M | 0.02% | +13,427+23.4% | Added |
| UBS Group AG | 69,658 | $5.82M | 0.00% | +8,747+14.4% | Added |
| Envestnet Asset Management Inc | 65,024 | $5.43M | 0.00% | +1,538+2.4% | Added |
| WealthPlan Investment Management, LLC | 61,917 | $5.17M | 0.83% | −25,417−29.1% | Reduced |
| Credit Suisse AG | 60,455 | $5.05M | 0.00% | +257+0.4% | Added |
| Great Lakes Advisors, LLC | 58,773 | $4.91M | 0.05% | +58,773 | New |
| Voloridge Investment Management, LLC | 57,515 | $4.81M | 0.02% | −60,027−51.1% | Reduced |
| NFJ Investment Group, LLC | 56,835 | $4.75M | 0.13% | −9,621−14.5% | Reduced |
| UBS Asset Management Americas Inc | 56,278 | $4.70M | 0.00% | +3,457+6.5% | Added |
| Retirement Systems of Alabama | 54,704 | $4.57M | 0.02% | +180+0.3% | Added |
| Algert Global LLC | 54,395 | $4.54M | 0.18% | −5,080−8.5% | Reduced |
| Citigroup Inc | 51,134 | $4.27M | 0.01% | +24,769+93.9% | Added |
| D. E. Shaw & Co., Inc. | 51,128 | $4.27M | 0.01% | −56,446−52.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 51,080 | $4.27M | 0.19% | −1,071−2.1% | Reduced |
| Janus Henderson Group PLC | 50,864 | $4.25M | 0.00% | +3,369+7.1% | Added |
| Manufacturers Life Insurance Company, The | 50,532 | $4.22M | 0.00% | −1,740−3.3% | Reduced |
| Putnam Investments LLC | 50,378 | $4.21M | 0.01% | +4,637+10.1% | Added |
| California State Teachers Retirement System | 48,528 | $4.05M | 0.01% | −2,001−4.0% | Reduced |
| MetLife Investment Management | 46,847 | $3.91M | 0.03% | −381−0.8% | Reduced |
| Jane Street Group, LLC | 45,720 | $3.82M | 0.00% | +25,733+128.7% | Added |
| GHP Investment Advisors, Inc. | 44,050 | $3.68M | 0.20% | −309−0.7% | Reduced |
| Commerce Bank | 40,652 | $3.40M | 0.02% | +2,827+7.5% | Added |
| Susquehanna International Group, LLP | 39,934 | $3.34M | 0.01% | −10,605−21.0% | Reduced |
| State of Tennessee, Treasury Department | 39,500 | $3.30M | 0.01% | +20,100+103.6% | Added |
| Texas Permanent School Fund | 37,716 | $3.15M | 0.03% | +712+1.9% | Added |
| Creative Planning | 36,981 | $3.09M | 0.01% | +2,801+8.2% | Added |
| Financial Counselors Inc | 36,769 | $3.07M | 0.05% | −95−0.3% | Reduced |
| Wells Fargo & Company | 36,518 | $3.05M | 0.00% | +2,251+6.6% | Added |
| State of New Jersey Common Pension Fund D | 35,381 | $2.96M | 0.01% | −3,982−10.1% | Reduced |
| Guggenheim Capital LLC | 35,182 | $2.94M | 0.02% | −38,948−52.5% | Reduced |
| EJF Capital LLC | 34,544 | $2.89M | 1.51% | −4,534−11.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 34,148 | $2.85M | 1.98% | 00.0% | Unchanged |
| Great West Life Assurance Co | 32,847 | $2.74M | 0.01% | −480−1.4% | Reduced |
| Tudor Investment Corp Et Al | 31,280 | $2.61M | 0.04% | +27,493+726.0% | Added |
| Russell Investments Group, Ltd. | 29,449 | $2.46M | 0.00% | +456+1.6% | Added |
| Arrowstreet Capital, Limited Partnership | 28,964 | $2.42M | 0.00% | +28,964 | New |
| Price T Rowe Associates Inc | 28,122 | $2.35M | 0.00% | +1,033+3.8% | Added |
| Mercer Global Advisors Inc | 27,336 | $2.28M | 0.01% | +856+3.2% | Added |
| Amalgamated Bank | 25,150 | $2.10M | 0.02% | −91−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 23,689 | $1.98M | 0.02% | +20,289+596.7% | Added |
| Bridgeway Capital Management, LLC | 23,300 | $1.95M | 0.04% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 23,000 | $1.92M | 0.01% | −48,000−67.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,629 | $1.89M | 0.02% | 00.0% | Unchanged |