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 |
|---|---|---|---|---|---|
| Advantage Alpha Capital Partners LP | 6,512 | $544.1K | 0.10% | +6,512 | New |
| Pacer Advisors, Inc. | 6,565 | $548.5K | 0.00% | +2,859+77.1% | Added |
| Pathstone Holdings, LLC | 6,570 | $550.6K | 0.00% | +6,570 | New |
| Y-Intercept (Hong Kong) Ltd | 6,617 | $552.9K | 0.05% | +6,617 | New |
| Country Club Bank | 6,646 | $562.2K | 0.04% | +790+13.5% | Added |
| Federated Hermes, Inc. | 6,897 | $576.2K | 0.00% | −1,287−15.7% | Reduced |
| Allianz Asset Management GmbH | 6,933 | $579.3K | 0.00% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 7,302 | $610.1K | 0.07% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 7,327 | $612.2K | 0.06% | −47−0.6% | Reduced |
| Aquatic Capital Management LLC | 7,900 | $660.0K | 0.02% | +1,300+19.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,007 | $669.0K | 0.00% | −246−3.0% | Reduced |
| Holocene Advisors, LP | 8,108 | $677.4K | 0.00% | +8,108 | New |
| PDT Partners, LLC | 8,885 | $742.3K | 0.08% | +8,885 | New |
| New Mexico Educational Retirement Board | 8,900 | $744.0K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,932 | $746.3K | 0.01% | +8,932 | New |
| Centiva Capital, LP | 9,301 | $777.1K | 0.05% | +9,301 | New |
| HRT Financial LP | 9,418 | $786.0K | 0.01% | −175,312−94.9% | Reduced |
| Keybank National Association | 9,615 | $803.3K | 0.00% | +610+6.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,638 | $805.3K | 0.01% | +795+9.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,717 | $811.9K | 0.02% | +32+0.3% | Added |
| Bailard, Inc. | 9,929 | $829.6K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,930 | $830.0K | 0.00% | −1,000−9.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,013 | $836.6K | 0.00% | +730+7.9% | Added |
| State of Michigan Retirement System | 10,441 | $872.3K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 10,938 | $913.9K | 0.01% | −1,057−8.8% | Reduced |
| Renaissance Technologies LLC | 11,400 | $952.0K | 0.00% | −117,700−91.2% | Reduced |
| Franklin Resources Inc | 11,630 | $971.7K | 0.00% | +10+0.1% | Added |
| Teacher Retirement System of Texas | 11,722 | $979.0K | 0.01% | +3,255+38.4% | Added |
| Oregon Public Employees Retirement Fund | 12,297 | $1.03M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,300 | $1.03M | 0.02% | −100−0.8% | Reduced |
| US Bancorp | 12,358 | $1.03M | 0.00% | +169+1.4% | Added |
| State Board of Administration of Florida Retirement System | 12,651 | $1.06M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,886 | $1.08M | 0.01% | −235−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,903 | $1.08M | 0.00% | +12,903 | New |
| Paragon Capital Management LLC | 13,463 | $1.12M | 0.64% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 13,700 | $1.14M | 0.13% | +13,700 | New |
| HSBC Holdings PLC | 13,821 | $1.16M | 0.00% | −4,470−24.4% | Reduced |
| State of Wisconsin Investment Board | 13,971 | $1.17M | 0.00% | +4,097+41.5% | Added |
| Kennedy Capital Management, Inc. | 14,201 | $1.19M | 0.03% | +14,201 | New |
| Teachers Retirement System of the State of Kentucky | 14,642 | $1.22M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 15,053 | $1.26M | 0.00% | +182+1.2% | Added |
| Tower Research Capital LLC (TRC) | 15,789 | $1.32M | 0.02% | +7,147+82.7% | Added |
| Quest Partners LLC | 16,938 | $1.42M | 0.30% | +16,938 | New |
| Ensign Peak Advisors, Inc | 17,730 | $1.48M | 0.00% | +2,750+18.4% | Added |
| Advisory Research Inc | 17,887 | $1.49M | 0.23% | +17,887 | New |
| New York State Common Retirement Fund | 18,085 | $1.51M | 0.00% | +323+1.8% | Added |
| BNP Paribas Arbitrage, SA | 18,160 | $1.52M | 0.00% | −7,748−29.9% | Reduced |
| Prudential Financial Inc | 18,306 | $1.53M | 0.00% | −1,210−6.2% | Reduced |
| Nisa Investment Advisors, LLC | 18,440 | $1.54M | 0.01% | +825+4.7% | Added |
| Keeley-Teton Advisors, LLC | 18,516 | $1.55M | 0.20% | +7,120+62.5% | Added |
| Comerica Bank | 18,816 | $1.57M | 0.01% | +224+1.2% | Added |
| Royal Bank of Canada | 19,233 | $1.61M | 0.00% | +5,416+39.2% | Added |
| Public Employees Retirement System of Ohio | 19,520 | $1.63M | 0.01% | +3,851+24.6% | Added |
| Ameritas Investment Partners, Inc. | 19,790 | $1.65M | 0.06% | +105+0.5% | Added |
| Yousif Capital Management, LLC | 20,240 | $1.69M | 0.02% | +47+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,244 | $1.69M | 0.00% | +678+3.5% | Added |
| First National Bank of Omaha | 20,935 | $1.75M | 0.11% | −536−2.5% | Reduced |
| Thrivent Financial for Lutherans | 20,980 | $1.75M | 0.00% | −5,360−20.3% | Reduced |
| Meritage Portfolio Management | 21,721 | $1.81M | 0.12% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 22,629 | $1.89M | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 23,000 | $1.92M | 0.01% | −48,000−67.6% | Reduced |
| Bridgeway Capital Management, LLC | 23,300 | $1.95M | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 23,689 | $1.98M | 0.02% | +20,289+596.7% | Added |
| Amalgamated Bank | 25,150 | $2.10M | 0.02% | −91−0.4% | Reduced |
| Mercer Global Advisors Inc | 27,336 | $2.28M | 0.01% | +856+3.2% | Added |
| Price T Rowe Associates Inc | 28,122 | $2.35M | 0.00% | +1,033+3.8% | Added |
| Arrowstreet Capital, Limited Partnership | 28,964 | $2.42M | 0.00% | +28,964 | New |
| Russell Investments Group, Ltd. | 29,449 | $2.46M | 0.00% | +456+1.6% | Added |
| Tudor Investment Corp Et Al | 31,280 | $2.61M | 0.04% | +27,493+726.0% | Added |
| Great West Life Assurance Co | 32,847 | $2.74M | 0.01% | −480−1.4% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 34,148 | $2.85M | 1.98% | 00.0% | Unchanged |
| EJF Capital LLC | 34,544 | $2.89M | 1.51% | −4,534−11.6% | Reduced |
| Guggenheim Capital LLC | 35,182 | $2.94M | 0.02% | −38,948−52.5% | Reduced |
| State of New Jersey Common Pension Fund D | 35,381 | $2.96M | 0.01% | −3,982−10.1% | Reduced |
| Wells Fargo & Company | 36,518 | $3.05M | 0.00% | +2,251+6.6% | Added |
| Financial Counselors Inc | 36,769 | $3.07M | 0.05% | −95−0.3% | Reduced |
| Creative Planning | 36,981 | $3.09M | 0.01% | +2,801+8.2% | Added |
| Texas Permanent School Fund | 37,716 | $3.15M | 0.03% | +712+1.9% | Added |
| State of Tennessee, Treasury Department | 39,500 | $3.30M | 0.01% | +20,100+103.6% | Added |
| Susquehanna International Group, LLP | 39,934 | $3.34M | 0.01% | −10,605−21.0% | Reduced |
| Commerce Bank | 40,652 | $3.40M | 0.02% | +2,827+7.5% | Added |
| GHP Investment Advisors, Inc. | 44,050 | $3.68M | 0.20% | −309−0.7% | Reduced |
| Jane Street Group, LLC | 45,720 | $3.82M | 0.00% | +25,733+128.7% | Added |
| MetLife Investment Management | 46,847 | $3.91M | 0.03% | −381−0.8% | Reduced |
| California State Teachers Retirement System | 48,528 | $4.05M | 0.01% | −2,001−4.0% | Reduced |
| Putnam Investments LLC | 50,378 | $4.21M | 0.01% | +4,637+10.1% | Added |
| Manufacturers Life Insurance Company, The | 50,532 | $4.22M | 0.00% | −1,740−3.3% | Reduced |
| Janus Henderson Group PLC | 50,864 | $4.25M | 0.00% | +3,369+7.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 51,080 | $4.27M | 0.19% | −1,071−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 51,128 | $4.27M | 0.01% | −56,446−52.5% | Reduced |
| Citigroup Inc | 51,134 | $4.27M | 0.01% | +24,769+93.9% | Added |
| Algert Global LLC | 54,395 | $4.54M | 0.18% | −5,080−8.5% | Reduced |
| Retirement Systems of Alabama | 54,704 | $4.57M | 0.02% | +180+0.3% | Added |
| UBS Asset Management Americas Inc | 56,278 | $4.70M | 0.00% | +3,457+6.5% | Added |
| NFJ Investment Group, LLC | 56,835 | $4.75M | 0.13% | −9,621−14.5% | Reduced |
| Voloridge Investment Management, LLC | 57,515 | $4.81M | 0.02% | −60,027−51.1% | Reduced |
| Great Lakes Advisors, LLC | 58,773 | $4.91M | 0.05% | +58,773 | New |
| Credit Suisse AG | 60,455 | $5.05M | 0.00% | +257+0.4% | Added |
| WealthPlan Investment Management, LLC | 61,917 | $5.17M | 0.83% | −25,417−29.1% | Reduced |
| Envestnet Asset Management Inc | 65,024 | $5.43M | 0.00% | +1,538+2.4% | Added |