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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q1 2024
Institutional positions in Umb Financial Corp as of Mar 31, 2024. 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
- 272
- +14 vs. Q4 2023
- Shares held
- 42.5M
- −237.9K (−0.6%) vs. Q4 2023
- Total value
- $3.70B
- +$125.5M (+3.5%) vs. Q4 2023
- New holders
- 39
- 81 more added
- Sold out
- 25
- 98 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 483 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,879,248 | $511.4M | 0.01% | −96,700−1.6% | Reduced |
| Umb Bank N A | 5,241,631 | $456.0M | 7.22% | −63,789−1.2% | Reduced |
| Vanguard Group Inc | 4,705,385 | $409.3M | 0.01% | +394,578+9.2% | Added |
| State Street Corp | 2,734,555 | $239.0M | 0.01% | −234,012−7.9% | Reduced |
| Victory Capital Management Inc | 2,011,976 | $175.0M | 0.17% | +14,673+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,905,072 | $165.7M | 0.26% | +63,022+3.4% | Added |
| Wellington Management Group LLP | 1,900,063 | $165.3M | 0.03% | +275,769+17.0% | Added |
| American Century Companies Inc | 1,641,434 | $142.8M | 0.09% | +75,198+4.8% | Added |
| Dimensional Fund Advisors LP | 1,589,895 | $138.3M | 0.04% | +45,887+3.0% | Added |
| Geode Capital Management, LLC | 1,036,420 | $90.2M | 0.01% | +33,433+3.3% | Added |
| Bank of New York Mellon Corp | 875,642 | $76.2M | 0.01% | −81,623−8.5% | Reduced |
| Boston Trust Walden Corp | 688,222 | $59.9M | 0.43% | −465−0.1% | Reduced |
| Ameriprise Financial Inc | 668,652 | $58.2M | 0.02% | +18,786+2.9% | Added |
| Charles Schwab Investment Management Inc | 551,059 | $47.9M | 0.01% | +24,312+4.6% | Added |
| Northern Trust Corp | 533,627 | $46.4M | 0.01% | −86,618−14.0% | Reduced |
| Global Alpha Capital Management Ltd. | 525,959 | $45.8M | 3.40% | −136,810−20.6% | Reduced |
| Norges Bank | 476,498 | $41.5M | 0.01% | +5,215+1.1% | Added |
| Massachusetts Financial Services Co | 427,325 | $37.2M | 0.01% | −1,607−0.4% | Reduced |
| Brown Advisory Inc | 411,703 | $35.8M | 0.05% | +7,367+1.8% | Added |
| Fisher Asset Management, LLC | 407,527 | $35.5M | 0.02% | −72,178−15.0% | Reduced |
| ProShare Advisors LLC | 371,298 | $32.3M | 0.09% | −116,369−23.9% | Reduced |
| Goldman Sachs Group Inc | 363,879 | $31.7M | 0.01% | −24,500−6.3% | Reduced |
| Morgan Stanley | 327,692 | $28.5M | 0.00% | −59,977−15.5% | Reduced |
| FMR LLC | 312,436 | $27.2M | 0.00% | +44,884+16.8% | Added |
| Bank of America Corp | 297,567 | $25.9M | 0.00% | +3,706+1.3% | Added |
| Nuveen Asset Management, LLC | 287,460 | $25.0M | 0.01% | −362−0.1% | Reduced |
| GW&K Investment Management, LLC | 238,572 | $20.8M | 0.18% | −5,196−2.1% | Reduced |
| JPMorgan Chase & Co | 209,328 | $18.2M | 0.00% | +34,722+19.9% | Added |
| Tributary Capital Management, LLC | 197,606 | $17.2M | 1.41% | +31,832+19.2% | Added |
| AQR Capital Management LLC | 196,803 | $17.0M | 0.03% | +9,527+5.1% | Added |
| Principal Financial Group Inc | 187,588 | $16.3M | 0.01% | +24,379+14.9% | Added |
| SEI Investments Co | 170,363 | $14.8M | 0.02% | +14,674+9.4% | Added |
| Rhumbline Advisers | 161,929 | $14.1M | 0.01% | +1,974+1.2% | Added |
| Third Avenue Management LLC | 149,284 | $13.0M | 2.07% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 116,992 | $10.2M | 0.03% | −16,875−12.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 111,510 | $9.70M | 0.89% | +111,510 | New |
| Barclays PLC | 110,855 | $9.64M | 0.00% | −29,387−21.0% | Reduced |
| Millennium Management LLC | 109,983 | $9.57M | 0.01% | +29,428+36.5% | Added |
| Captrust Financial Advisors | 108,867 | $9.47M | 0.03% | −9,262−7.8% | Reduced |
| Mutual of America Capital Management LLC | 107,703 | $9.37M | 0.10% | +8,380+8.4% | Added |
| Gator Capital Management, LLC | 102,950 | $8.96M | 4.79% | 00.0% | Unchanged |
| Congress Asset Management Co | 102,765 | $8.94M | 0.06% | −4,676−4.4% | Reduced |
| Alliancebernstein L.P. | 95,395 | $8.30M | 0.00% | −2,890−2.9% | Reduced |
| STRS Ohio | 93,800 | $8.16M | 0.03% | +10,300+12.3% | Added |
| Legal & General Group Plc | 93,537 | $8.14M | 0.00% | −9,154−8.9% | Reduced |
| California Public Employees Retirement System | 92,097 | $8.01M | 0.01% | +1,194+1.3% | Added |
| Swiss National Bank | 90,800 | $7.90M | 0.01% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 89,800 | $7.85M | 0.14% | +89,800 | New |
| First Trust Advisors LP | 88,422 | $7.69M | 0.01% | −167−0.2% | Reduced |
| Invesco Ltd. | 86,059 | $7.49M | 0.00% | −12,041−12.3% | Reduced |
| Renaissance Technologies LLC | 80,300 | $6.99M | 0.01% | +68,900+604.4% | Added |
| American International Group, Inc. | 79,300 | $6.90M | 0.02% | −1,370−1.7% | Reduced |
| New York State Teachers Retirement System | 74,012 | $6.44M | 0.01% | −1,100−1.5% | Reduced |
| Envestnet Asset Management Inc | 73,445 | $6.39M | 0.00% | +8,421+13.0% | Added |
| Schonfeld Strategic Advisors LLC | 73,007 | $6.35M | 0.05% | +73,007 | New |
| Deutsche Bank AG | 71,195 | $6.19M | 0.00% | −14,193−16.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 71,147 | $6.19M | 0.03% | −229−0.3% | Reduced |
| Voya Investment Management LLC | 69,657 | $6.06M | 0.01% | −5,579−7.4% | Reduced |
| Voloridge Investment Management, LLC | 67,820 | $5.90M | 0.02% | +10,305+17.9% | Added |
| UBS Asset Management Americas Inc | 63,105 | $5.49M | 0.00% | +6,827+12.1% | Added |
| Credit Suisse AG | 61,881 | $5.38M | 0.01% | +1,426+2.4% | Added |
| Franklin Resources Inc | 60,921 | $5.30M | 0.00% | +49,291+423.8% | Added |
| Great Lakes Advisors, LLC | 58,682 | $5.10M | 0.04% | −91−0.2% | Reduced |
| Citigroup Inc | 55,772 | $4.85M | 0.01% | +4,638+9.1% | Added |
| Retirement Systems of Alabama | 54,848 | $4.77M | 0.02% | +144+0.3% | Added |
| Manufacturers Life Insurance Company, The | 53,700 | $4.67M | 0.00% | +3,168+6.3% | Added |
| Algert Global LLC | 53,055 | $4.62M | 0.18% | −1,340−2.5% | Reduced |
| NFJ Investment Group, LLC | 52,948 | $4.61M | 0.13% | −3,887−6.8% | Reduced |
| UBS Group AG | 52,755 | $4.59M | 0.00% | −16,903−24.3% | Reduced |
| Man Group plc | 52,737 | $4.59M | 0.01% | −33,181−38.6% | Reduced |
| Rafferty Asset Management, LLC | 49,720 | $4.33M | 0.02% | −21,176−29.9% | Reduced |
| Janus Henderson Group PLC | 48,230 | $4.19M | 0.00% | −2,634−5.2% | Reduced |
| California State Teachers Retirement System | 45,916 | $3.99M | 0.01% | −2,612−5.4% | Reduced |
| MetLife Investment Management | 45,391 | $3.95M | 0.03% | −1,456−3.1% | Reduced |
| GHP Investment Advisors, Inc. | 44,309 | $3.85M | 0.19% | +259+0.6% | Added |
| Boothbay Fund Management, LLC | 44,015 | $3.83M | 0.11% | +44,015 | New |
| State of Tennessee, Treasury Department | 44,000 | $3.83M | 0.01% | +4,500+11.4% | Added |
| Commerce Bank | 40,722 | $3.54M | 0.02% | +70+0.2% | Added |
| Wells Fargo & Company | 40,574 | $3.53M | 0.00% | +4,056+11.1% | Added |
| Texas Permanent School Fund | 38,226 | $3.33M | 0.03% | +510+1.4% | Added |
| Creative Planning | 37,204 | $3.24M | 0.00% | +223+0.6% | Added |
| Financial Counselors Inc | 36,489 | $3.17M | 0.05% | −280−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 35,381 | $3.08M | 0.01% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 34,148 | $2.97M | 2.46% | 00.0% | Unchanged |
| Great West Life Assurance Co | 32,847 | $2.85M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 31,762 | $2.76M | 0.00% | −19,366−37.9% | Reduced |
| Russell Investments Group, Ltd. | 30,016 | $2.61M | 0.00% | +567+1.9% | Added |
| Price T Rowe Associates Inc | 29,755 | $2.59M | 0.00% | +1,633+5.8% | Added |
| EJF Capital LLC | 27,923 | $2.43M | 1.69% | −6,621−19.2% | Reduced |
| Jane Street Group, LLC | 27,737 | $2.41M | 0.00% | −17,983−39.3% | Reduced |
| Mercer Global Advisors Inc | 26,748 | $2.33M | 0.01% | −588−2.2% | Reduced |
| PMC FIG Opportunities LLC | 26,058 | $2.27M | 3.40% | +26,058 | New |
| BNP Paribas Arbitrage, SA | 24,511 | $2.13M | 0.00% | +6,351+35.0% | Added |
| First National Bank of Omaha | 20,631 | $2.09M | 0.14% | −304−1.5% | Reduced |
| Bridgeway Capital Management, LLC | 23,300 | $2.03M | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 22,921 | $1.99M | 0.02% | −2,229−8.9% | Reduced |
| Citadel Advisors LLC | 21,971 | $1.91M | 0.00% | −267,281−92.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,629 | $1.89M | 0.01% | 00.0% | Unchanged |
| Meritage Portfolio Management | 21,721 | $1.89M | 0.12% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 20,900 | $1.82M | 0.22% | +2,384+12.9% | Added |