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 |
|---|---|---|---|---|---|
| UBS Group AG | 69,658 | $5.82M | 0.00% | +8,747+14.4% | Added |
| Rafferty Asset Management, LLC | 70,896 | $5.92M | 0.02% | +13,427+23.4% | Added |
| Jacobs Levy Equity Management, Inc | 71,376 | $5.96M | 0.03% | +6,148+9.4% | Added |
| New York State Teachers Retirement System | 75,112 | $6.28M | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 75,236 | $6.29M | 0.01% | −2,636−3.4% | Reduced |
| WealthPLAN Partners, LLC | 75,894 | $6.34M | 0.65% | −1,887−2.4% | Reduced |
| Millennium Management LLC | 80,555 | $6.73M | 0.01% | −240,549−74.9% | Reduced |
| American International Group, Inc. | 80,670 | $6.74M | 0.03% | −2,604−3.1% | Reduced |
| STRS Ohio | 83,500 | $6.98M | 0.03% | +79,200+1,841.9% | Added |
| Deutsche Bank AG | 85,388 | $7.13M | 0.00% | +14,262+20.1% | Added |
| Man Group plc | 85,918 | $7.18M | 0.02% | – | – |
| First Trust Advisors LP | 88,589 | $7.40M | 0.01% | −62,533−41.4% | Reduced |
| Swiss National Bank | 90,800 | $7.59M | 0.01% | −10,500−10.4% | Reduced |
| California Public Employees Retirement System | 90,903 | $7.59M | 0.01% | −8,162−8.2% | Reduced |
| Invesco Ltd. | 98,100 | $8.20M | 0.00% | +4,283+4.6% | Added |
| Alliancebernstein L.P. | 98,285 | $8.21M | 0.00% | −3,139−3.1% | Reduced |
| Mutual of America Capital Management LLC | 99,323 | $8.30M | 0.10% | −2,630−2.6% | Reduced |
| Legal & General Group Plc | 102,691 | $8.58M | 0.00% | −3,190−3.0% | Reduced |
| Gator Capital Management, LLC | 102,950 | $8.60M | 4.76% | +2,218+2.2% | Added |
| Congress Asset Management Co | 107,441 | $8.98M | 0.07% | −1,835−1.7% | Reduced |
| Captrust Financial Advisors | 118,129 | $9.87M | 0.03% | −149−0.1% | Reduced |
| Walleye Capital LLC | 124,853 | $10.4M | 0.15% | +124,853 | New |
| Assenagon Asset Management S.A. | 133,867 | $11.2M | 0.03% | +20,230+17.8% | Added |
| Barclays PLC | 140,242 | $11.7M | 0.01% | +32,531+30.2% | Added |
| Third Avenue Management LLC | 149,284 | $12.5M | 2.05% | 00.0% | Unchanged |
| SEI Investments Co | 155,689 | $13.0M | 0.02% | −38,420−19.8% | Reduced |
| Rhumbline Advisers | 159,955 | $13.4M | 0.01% | −4,428−2.7% | Reduced |
| Principal Financial Group Inc | 163,209 | $13.6M | 0.01% | −982−0.6% | Reduced |
| Tributary Capital Management, LLC | 165,774 | $13.9M | 1.17% | −3,047−1.8% | Reduced |
| JPMorgan Chase & Co | 174,606 | $14.6M | 0.00% | +37,076+27.0% | Added |
| AQR Capital Management LLC | 187,276 | $15.6M | 0.03% | +13,518+7.8% | Added |
| GW&K Investment Management, LLC | 243,768 | $20.4M | 0.19% | +243,768 | New |
| FMR LLC | 267,552 | $22.4M | 0.00% | +17,527+7.0% | Added |
| Nuveen Asset Management, LLC | 287,822 | $24.0M | 0.01% | +72,224+33.5% | Added |
| Citadel Advisors LLC | 289,252 | $24.2M | 0.02% | +229,392+383.2% | Added |
| Bank of America Corp | 293,861 | $24.6M | 0.00% | +60,936+26.2% | Added |
| Morgan Stanley | 387,669 | $32.4M | 0.00% | +53,814+16.1% | Added |
| Goldman Sachs Group Inc | 388,379 | $32.4M | 0.01% | −60,158−13.4% | Reduced |
| Brown Advisory Inc | 404,336 | $33.8M | 0.05% | −22,129−5.2% | Reduced |
| Massachusetts Financial Services Co | 428,932 | $35.8M | 0.01% | +121,100+39.3% | Added |
| Norges Bank | 471,283 | $39.4M | 0.01% | +12,054+2.6% | Added |
| Fisher Asset Management, LLC | 479,705 | $40.1M | 0.02% | −114,063−19.2% | Reduced |
| ProShare Advisors LLC | 487,667 | $40.7M | 0.12% | −20,514−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 526,747 | $44.0M | 0.01% | +15,732+3.1% | Added |
| Northern Trust Corp | 620,245 | $51.8M | 0.01% | −20,363−3.2% | Reduced |
| Ameriprise Financial Inc | 649,866 | $54.3M | 0.02% | +26,762+4.3% | Added |
| Global Alpha Capital Management Ltd. | 662,769 | $55.4M | 4.45% | +101,000+18.0% | Added |
| Boston Trust Walden Corp | 688,687 | $57.5M | 0.43% | +4,677+0.7% | Added |
| Bank of New York Mellon Corp | 957,265 | $80.0M | 0.02% | +25,617+2.7% | Added |
| Geode Capital Management, LLC | 1,002,987 | $83.8M | 0.01% | +42,898+4.5% | Added |
| Dimensional Fund Advisors LP | 1,544,008 | $129.0M | 0.04% | +161,558+11.7% | Added |
| American Century Companies Inc | 1,566,236 | $130.9M | 0.09% | −251,114−13.8% | Reduced |
| Wellington Management Group LLP | 1,624,294 | $135.7M | 0.03% | −962,407−37.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,842,050 | $153.9M | 0.26% | +23,689+1.3% | Added |
| Victory Capital Management Inc | 1,997,303 | $166.9M | 0.18% | +265,399+15.3% | Added |
| State Street Corp | 2,968,567 | $249.2M | 0.01% | −24,406−0.8% | Reduced |
| Vanguard Group Inc | 4,310,807 | $360.2M | 0.01% | +44,150+1.0% | Added |
| Umb Bank N A | 5,305,420 | $443.3M | 6.48% | −244,122−4.4% | Reduced |
| BlackRock Inc. | 5,975,948 | $499.3M | 0.01% | +263,944+4.6% | Added |
| rhino investment partners, Inc | 0 | $0 | 0.00% | −128,039−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −47,626−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −32,505−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −24,188−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,625−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,553−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,760−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,555−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −6,920−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,847−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,739−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |