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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 2,743 | $229.2K | 0.02% | +819+42.6% | Added |
| Mackenzie Financial Corp | 2,729 | $228.0K | 0.00% | +2,729 | New |
| Two Sigma Investments, LP | 2,700 | $225.6K | 0.00% | −5,429−66.8% | Reduced |
| Crossmark Global Holdings, Inc. | 2,646 | $221.0K | 0.00% | +2,646 | New |
| O'Shaughnessy Asset Management, LLC | 2,642 | $220.7K | 0.00% | +2,642 | New |
| Metropolitan Life Insurance Co | 2,551 | $213.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,107 | $176.0K | 0.00% | −201−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,102 | $175.7K | 0.00% | −384−15.4% | Reduced |
| Point72 Asset Management, L.P. | 2,100 | $175.5K | 0.00% | −618−22.7% | Reduced |
| Jones Financial Companies LLLP | 2,070 | $172.9K | 0.00% | −1,130−35.3% | Reduced |
| Lazard Asset Management LLC | 1,783 | $148.0K | 0.00% | +1,783 | New |
| CWM, LLC | 1,607 | $134.0K | 0.00% | −704−30.5% | Reduced |
| KBC Group NV | 1,434 | $120.0K | 0.00% | +257+21.8% | Added |
| Qube Research & Technologies Ltd | 1,335 | $111.5K | 0.00% | −24,163−94.8% | Reduced |
| City State Bank | 800 | $67.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 763 | $63.7K | 0.00% | +41+5.7% | Added |
| Covestor Ltd | 531 | $44.0K | 0.03% | −751−58.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 526 | $43.9K | 0.01% | +526 | New |
| First Horizon Advisors, Inc. | 501 | $41.9K | 0.00% | +101+25.3% | Added |
| Missouri Trust & Investment Co | 500 | $41.8K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 465 | $39.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 437 | $36.5K | 0.01% | −762−63.6% | Reduced |
| Fifth Third Bancorp | 350 | $29.2K | 0.00% | −5−1.4% | Reduced |
| Assetmark, Inc | 330 | $27.6K | 0.00% | +330 | New |
| Nomura Asset Management Co Ltd | 300 | $25.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 244 | $20.4K | 0.00% | +14+6.1% | Added |
| Larson Financial Group LLC | 203 | $16.9K | 0.00% | +2+1.0% | Added |
| Allworth Financial LP | 162 | $13.5K | 0.00% | +17+11.7% | Added |
| GAMMA Investing LLC | 135 | $11.1K | 0.00% | +135 | New |
| Mitsubishi UFJ Trust & Banking Corp | 130 | $10.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $10.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $7.69K | 0.00% | +25+37.3% | Added |
| Quent Capital, LLC | 82 | $6.85K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 68 | $5.68K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 63 | $5.26K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 60 | $5.01K | 0.00% | +9+17.6% | Added |
| IFP Advisors, Inc | 52 | $4.34K | 0.00% | +26+100.0% | Added |
| Farther Finance Advisors, LLC | 48 | $4.01K | 0.00% | +42+700.0% | Added |
| Bessemer Group Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $3.68K | 0.00% | +6+15.8% | Added |
| Park Place Capital Corp | 39 | $3.26K | 0.00% | +39 | New |
| Manchester Capital Management LLC | 36 | $3.01K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 38 | $3.00K | 0.00% | +38 | New |
| Clearstead Advisors, LLC | 29 | $2.42K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 27 | $2.26K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 22 | $1.84K | 0.00% | −9−29.0% | Reduced |
| Proequities, Inc. | 15 | $1.26K | 0.00% | +9+150.0% | Added |
| SJS Investment Consulting Inc. | 15 | $1.25K | 0.00% | +2+15.4% | Added |
| Elequin Capital LP | 15 | $1.25K | 0.00% | −674−97.8% | Reduced |
| Glassman Wealth Services | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| NBC Securities, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $920 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $836 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 8 | $669 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 5 | $418 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 3 | $290 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $251 | 0.00% | 00.0% | Unchanged |
| 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 |