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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 21,721 | $1.81M | 0.12% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 20,980 | $1.75M | 0.00% | −5,360−20.3% | Reduced |
| First National Bank of Omaha | 20,935 | $1.75M | 0.11% | −536−2.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,244 | $1.69M | 0.00% | +678+3.5% | Added |
| Yousif Capital Management, LLC | 20,240 | $1.69M | 0.02% | +47+0.2% | Added |
| Ameritas Investment Partners, Inc. | 19,790 | $1.65M | 0.06% | +105+0.5% | Added |
| Public Employees Retirement System of Ohio | 19,520 | $1.63M | 0.01% | +3,851+24.6% | Added |
| Royal Bank of Canada | 19,233 | $1.61M | 0.00% | +5,416+39.2% | Added |
| Comerica Bank | 18,816 | $1.57M | 0.01% | +224+1.2% | Added |
| Keeley-Teton Advisors, LLC | 18,516 | $1.55M | 0.20% | +7,120+62.5% | Added |
| Nisa Investment Advisors, LLC | 18,440 | $1.54M | 0.01% | +825+4.7% | Added |
| Prudential Financial Inc | 18,306 | $1.53M | 0.00% | −1,210−6.2% | Reduced |
| BNP Paribas Arbitrage, SA | 18,160 | $1.52M | 0.00% | −7,748−29.9% | Reduced |
| New York State Common Retirement Fund | 18,085 | $1.51M | 0.00% | +323+1.8% | Added |
| Advisory Research Inc | 17,887 | $1.49M | 0.23% | +17,887 | New |
| Ensign Peak Advisors, Inc | 17,730 | $1.48M | 0.00% | +2,750+18.4% | Added |
| Quest Partners LLC | 16,938 | $1.42M | 0.30% | +16,938 | New |
| Tower Research Capital LLC (TRC) | 15,789 | $1.32M | 0.02% | +7,147+82.7% | Added |
| Mariner, LLC | 15,053 | $1.26M | 0.00% | +182+1.2% | Added |
| Teachers Retirement System of the State of Kentucky | 14,642 | $1.22M | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 14,201 | $1.19M | 0.03% | +14,201 | New |
| State of Wisconsin Investment Board | 13,971 | $1.17M | 0.00% | +4,097+41.5% | Added |
| HSBC Holdings PLC | 13,821 | $1.16M | 0.00% | −4,470−24.4% | Reduced |
| Seven Eight Capital, LP | 13,700 | $1.14M | 0.13% | +13,700 | New |
| Paragon Capital Management LLC | 13,463 | $1.12M | 0.64% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 12,903 | $1.08M | 0.00% | +12,903 | New |
| Arizona State Retirement System | 12,886 | $1.08M | 0.01% | −235−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 12,651 | $1.06M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 12,358 | $1.03M | 0.00% | +169+1.4% | Added |
| Louisiana State Employees Retirement System | 12,300 | $1.03M | 0.02% | −100−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,297 | $1.03M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,722 | $979.0K | 0.01% | +3,255+38.4% | Added |
| Franklin Resources Inc | 11,630 | $971.7K | 0.00% | +10+0.1% | Added |
| Renaissance Technologies LLC | 11,400 | $952.0K | 0.00% | −117,700−91.2% | Reduced |
| Cubist Systematic Strategies, LLC | 10,938 | $913.9K | 0.01% | −1,057−8.8% | Reduced |
| State of Michigan Retirement System | 10,441 | $872.3K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,013 | $836.6K | 0.00% | +730+7.9% | Added |
| Handelsbanken Fonder AB | 9,930 | $830.0K | 0.00% | −1,000−9.1% | Reduced |
| Bailard, Inc. | 9,929 | $829.6K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,717 | $811.9K | 0.02% | +32+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,638 | $805.3K | 0.01% | +795+9.0% | Added |
| Keybank National Association | 9,615 | $803.3K | 0.00% | +610+6.8% | Added |
| HRT Financial LP | 9,418 | $786.0K | 0.01% | −175,312−94.9% | Reduced |
| Centiva Capital, LP | 9,301 | $777.1K | 0.05% | +9,301 | New |
| Walleye Trading LLC | 8,932 | $746.3K | 0.01% | +8,932 | New |
| New Mexico Educational Retirement Board | 8,900 | $744.0K | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 8,885 | $742.3K | 0.08% | +8,885 | New |
| Holocene Advisors, LP | 8,108 | $677.4K | 0.00% | +8,108 | New |
| Cambridge Investment Research Advisors, Inc. | 8,007 | $669.0K | 0.00% | −246−3.0% | Reduced |
| Aquatic Capital Management LLC | 7,900 | $660.0K | 0.02% | +1,300+19.7% | Added |
| Financial Advisory Service, Inc. | 7,327 | $612.2K | 0.06% | −47−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 7,302 | $610.1K | 0.07% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 6,933 | $579.3K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,897 | $576.2K | 0.00% | −1,287−15.7% | Reduced |
| Country Club Bank | 6,646 | $562.2K | 0.04% | +790+13.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,617 | $552.9K | 0.05% | +6,617 | New |
| Pathstone Holdings, LLC | 6,570 | $550.6K | 0.00% | +6,570 | New |
| Pacer Advisors, Inc. | 6,565 | $548.5K | 0.00% | +2,859+77.1% | Added |
| Advantage Alpha Capital Partners LP | 6,512 | $544.1K | 0.10% | +6,512 | New |
| Xponance, Inc. | 6,411 | $535.6K | 0.01% | +87+1.4% | Added |
| The PNC Financial Services Group, Inc. | 6,366 | $531.9K | 0.00% | +1,080+20.4% | Added |
| Winton Group Ltd | 6,337 | $529.5K | 0.04% | −337−5.0% | Reduced |
| Twinbeech Capital LP | 6,292 | $525.7K | 0.01% | +6,292 | New |
| ClariVest Asset Management LLC | 6,049 | $505.4K | 0.03% | +6,049 | New |
| Farmers & Merchants Investments Inc | 6,018 | $502.8K | 0.02% | −20.0% | Reduced |
| New York Life Investment Management LLC | 5,982 | $499.8K | 0.01% | −177−2.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,780 | $482.9K | 0.04% | −13,763−70.4% | Reduced |
| Wolverine Asset Management LLC | 5,621 | $469.6K | 0.01% | +5,621 | New |
| Trust Point Inc. | 5,510 | $460.4K | 0.04% | +5,510 | New |
| Atria Wealth Solutions, Inc. | 5,438 | $456.4K | 0.01% | +1,996+58.0% | Added |
| Pictet Asset Management Holding SA | 5,297 | $442.6K | 0.00% | +478+9.9% | Added |
| Bank of Montreal | 5,129 | $434.0K | 0.00% | +93+1.8% | Added |
| State of Alaska, Department of Revenue | 4,721 | $394.0K | 0.00% | −465−9.0% | Reduced |
| CWM Advisors, LLC | 4,588 | $383.3K | 0.04% | −349−7.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,574 | $382.2K | 0.01% | +4,574 | New |
| Fortitude Advisory Group L.L.C. | 4,558 | $380.8K | 0.23% | −1,979−30.3% | Reduced |
| Engineers Gate Manager LP | 4,512 | $377.0K | 0.01% | −3,157−41.2% | Reduced |
| Point72 Middle East FZE | 4,483 | $374.6K | 0.03% | +2,300+105.4% | Added |
| Quadrature Capital Ltd | 4,453 | $372.0K | 0.01% | +4,453 | New |
| Papp L Roy & Associates | 4,355 | $363.9K | 0.05% | −130−2.9% | Reduced |
| LPL Financial LLC | 4,205 | $351.4K | 0.00% | +664+18.8% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $334.2K | 0.05% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,978 | $332.4K | 0.04% | −800−16.7% | Reduced |
| AlphaMark Advisors, LLC | 3,964 | $331.0K | 0.13% | +194+5.1% | Added |
| Atwood & Palmer Inc | 3,778 | $315.7K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,725 | $311.0K | 0.00% | +12+0.3% | Added |
| Securian Asset Management, Inc | 3,698 | $309.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,697 | $308.9K | 0.01% | +119+3.3% | Added |
| HighTower Advisors, LLC | 3,488 | $293.0K | 0.00% | −961−21.6% | Reduced |
| Signaturefd, LLC | 3,502 | $292.6K | 0.01% | −230−6.2% | Reduced |
| Pitcairn Co | 3,431 | $286.7K | 0.02% | +3,431 | New |
| JustInvest LLC | 3,392 | $283.4K | 0.01% | +3,392 | New |
| Envestnet Portfolio Solutions, Inc. | 3,390 | $283.2K | 0.00% | +3,390 | New |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $283.0K | 0.20% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 3,216 | $269.0K | 0.00% | 00.0% | Unchanged |
| ETF Store, Inc. | 3,009 | $251.4K | 0.16% | +3,009 | New |
| Balyasny Asset Management LLC | 2,985 | $249.4K | 0.00% | +2,985 | New |
| Kornitzer Capital Management Inc | 2,820 | $235.6K | 0.00% | +2,820 | New |
| SG Americas Securities, LLC | 2,807 | $235.0K | 0.00% | −27,784−90.8% | Reduced |
| High Net Worth Advisory Group LLC | 2,800 | $233.9K | 0.09% | +2,800 | New |