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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $290 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $418 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 8 | $669 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $836 | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 11 | $920 | 0.00% | +11 | New |
| NBC Securities, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| Elequin Capital LP | 15 | $1.25K | 0.00% | −674−97.8% | Reduced |
| SJS Investment Consulting Inc. | 15 | $1.25K | 0.00% | +2+15.4% | Added |
| Proequities, Inc. | 15 | $1.26K | 0.00% | +9+150.0% | Added |
| Bell Investment Advisors, Inc | 22 | $1.84K | 0.00% | −9−29.0% | Reduced |
| Principal Securities, Inc. | 27 | $2.26K | 0.00% | +27 | New |
| Clearstead Advisors, LLC | 29 | $2.42K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 38 | $3.00K | 0.00% | +38 | New |
| Manchester Capital Management LLC | 36 | $3.01K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 39 | $3.26K | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 44 | $3.68K | 0.00% | +6+15.8% | Added |
| Bessemer Group Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $4.01K | 0.00% | +42+700.0% | Added |
| IFP Advisors, Inc | 52 | $4.34K | 0.00% | +26+100.0% | Added |
| Private Trust Co NA | 60 | $5.01K | 0.00% | +9+17.6% | Added |
| Key Financial Inc | 63 | $5.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 68 | $5.68K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $6.85K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $7.69K | 0.00% | +25+37.3% | Added |
| Northwestern Mutual Wealth Management Co | 128 | $10.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 130 | $10.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 135 | $11.1K | 0.00% | +135 | New |
| Allworth Financial LP | 162 | $13.5K | 0.00% | +17+11.7% | Added |
| Larson Financial Group LLC | 203 | $16.9K | 0.00% | +2+1.0% | Added |
| Lindbrook Capital, LLC | 244 | $20.4K | 0.00% | +14+6.1% | Added |
| Nomura Asset Management Co Ltd | 300 | $25.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 330 | $27.6K | 0.00% | +330 | New |
| Fifth Third Bancorp | 350 | $29.2K | 0.00% | −5−1.4% | Reduced |
| Headlands Technologies LLC | 437 | $36.5K | 0.01% | −762−63.6% | Reduced |
| JJJ Advisors Inc. | 465 | $39.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $41.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 501 | $41.9K | 0.00% | +101+25.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 526 | $43.9K | 0.01% | +526 | New |
| Covestor Ltd | 531 | $44.0K | 0.03% | −751−58.6% | Reduced |
| Parallel Advisors, LLC | 763 | $63.7K | 0.00% | +41+5.7% | Added |
| City State Bank | 800 | $67.0K | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,335 | $111.5K | 0.00% | −24,163−94.8% | Reduced |
| KBC Group NV | 1,434 | $120.0K | 0.00% | +257+21.8% | Added |
| CWM, LLC | 1,607 | $134.0K | 0.00% | −704−30.5% | Reduced |
| Lazard Asset Management LLC | 1,783 | $148.0K | 0.00% | +1,783 | New |
| Jones Financial Companies LLLP | 2,070 | $172.9K | 0.00% | −1,130−35.3% | Reduced |
| Point72 Asset Management, L.P. | 2,100 | $175.5K | 0.00% | −618−22.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,102 | $175.7K | 0.00% | −384−15.4% | Reduced |
| Central Trust Co | 2,107 | $176.0K | 0.00% | −201−8.7% | Reduced |
| Metropolitan Life Insurance Co | 2,551 | $213.1K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,642 | $220.7K | 0.00% | +2,642 | New |
| Crossmark Global Holdings, Inc. | 2,646 | $221.0K | 0.00% | +2,646 | New |
| Two Sigma Investments, LP | 2,700 | $225.6K | 0.00% | −5,429−66.8% | Reduced |
| Mackenzie Financial Corp | 2,729 | $228.0K | 0.00% | +2,729 | New |
| Quadrant Capital Group LLC | 2,743 | $229.2K | 0.02% | +819+42.6% | Added |
| High Net Worth Advisory Group LLC | 2,800 | $233.9K | 0.09% | +2,800 | New |
| SG Americas Securities, LLC | 2,807 | $235.0K | 0.00% | −27,784−90.8% | Reduced |
| Kornitzer Capital Management Inc | 2,820 | $235.6K | 0.00% | +2,820 | New |
| Balyasny Asset Management LLC | 2,985 | $249.4K | 0.00% | +2,985 | New |
| ETF Store, Inc. | 3,009 | $251.4K | 0.16% | +3,009 | New |
| Public Employees Retirement Association of Colorado | 3,216 | $269.0K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $283.0K | 0.20% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,390 | $283.2K | 0.00% | +3,390 | New |
| JustInvest LLC | 3,392 | $283.4K | 0.01% | +3,392 | New |
| Pitcairn Co | 3,431 | $286.7K | 0.02% | +3,431 | New |
| Signaturefd, LLC | 3,502 | $292.6K | 0.01% | −230−6.2% | Reduced |
| HighTower Advisors, LLC | 3,488 | $293.0K | 0.00% | −961−21.6% | Reduced |
| Profund Advisors LLC | 3,697 | $308.9K | 0.01% | +119+3.3% | Added |
| Securian Asset Management, Inc | 3,698 | $309.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,725 | $311.0K | 0.00% | +12+0.3% | Added |
| Atwood & Palmer Inc | 3,778 | $315.7K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3,964 | $331.0K | 0.13% | +194+5.1% | Added |
| Bayesian Capital Management, LP | 3,978 | $332.4K | 0.04% | −800−16.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $334.2K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 4,205 | $351.4K | 0.00% | +664+18.8% | Added |
| Papp L Roy & Associates | 4,355 | $363.9K | 0.05% | −130−2.9% | Reduced |
| Quadrature Capital Ltd | 4,453 | $372.0K | 0.01% | +4,453 | New |
| Point72 Middle East FZE | 4,483 | $374.6K | 0.03% | +2,300+105.4% | Added |
| Engineers Gate Manager LP | 4,512 | $377.0K | 0.01% | −3,157−41.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,558 | $380.8K | 0.23% | −1,979−30.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,574 | $382.2K | 0.01% | +4,574 | New |
| CWM Advisors, LLC | 4,588 | $383.3K | 0.04% | −349−7.1% | Reduced |
| State of Alaska, Department of Revenue | 4,721 | $394.0K | 0.00% | −465−9.0% | Reduced |
| Bank of Montreal | 5,129 | $434.0K | 0.00% | +93+1.8% | Added |
| Pictet Asset Management Holding SA | 5,297 | $442.6K | 0.00% | +478+9.9% | Added |
| Atria Wealth Solutions, Inc. | 5,438 | $456.4K | 0.01% | +1,996+58.0% | Added |
| Trust Point Inc. | 5,510 | $460.4K | 0.04% | +5,510 | New |
| Wolverine Asset Management LLC | 5,621 | $469.6K | 0.01% | +5,621 | New |
| Campbell & CO Investment Adviser LLC | 5,780 | $482.9K | 0.04% | −13,763−70.4% | Reduced |
| New York Life Investment Management LLC | 5,982 | $499.8K | 0.01% | −177−2.9% | Reduced |
| Farmers & Merchants Investments Inc | 6,018 | $502.8K | 0.02% | −20.0% | Reduced |
| ClariVest Asset Management LLC | 6,049 | $505.4K | 0.03% | +6,049 | New |
| Twinbeech Capital LP | 6,292 | $525.7K | 0.01% | +6,292 | New |
| Winton Group Ltd | 6,337 | $529.5K | 0.04% | −337−5.0% | Reduced |
| The PNC Financial Services Group, Inc. | 6,366 | $531.9K | 0.00% | +1,080+20.4% | Added |
| Xponance, Inc. | 6,411 | $535.6K | 0.01% | +87+1.4% | Added |