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, 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 | 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, 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 |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $87 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 3 | $261 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $408 | 0.00% | +5 | New |
| Rothschild Investment LLC | 5 | $435 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 8 | $696 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $870 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $957 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.22K | 0.00% | −1−6.7% | Reduced |
| Proequities, Inc. | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $1.91K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 23 | $1.97K | 0.00% | +23 | New |
| Concord Wealth Partners | 25 | $2.17K | 0.00% | +25 | New |
| First Financial Corp | 32 | $2.78K | 0.00% | +32 | New |
| Principal Securities, Inc. | 32 | $2.78K | 0.00% | +5+18.5% | Added |
| Mather Group, LLC. | 35 | $2.92K | 0.00% | +35 | New |
| Benjamin F. Edwards & Company, Inc. | 33 | $3.00K | 0.00% | −5−13.2% | Reduced |
| Manchester Capital Management LLC | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 39 | $3.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $3.83K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 47 | $3.94K | 0.00% | +18+62.1% | Added |
| Bessemer Group Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 48 | $4.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $5.39K | 0.00% | −6−8.8% | Reduced |
| Key Financial Inc | 63 | $5.48K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 65 | $5.65K | 0.00% | +5+8.3% | Added |
| Quent Capital, LLC | 82 | $7.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 92 | $7.33K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 124 | $10.8K | 0.00% | −313−71.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 128 | $11.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 151 | $13.1K | 0.00% | +16+11.9% | Added |
| Allworth Financial LP | 162 | $14.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 195 | $16.5K | 0.00% | +195 | New |
| Larson Financial Group LLC | 203 | $17.7K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 208 | $18.1K | 0.01% | +208 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 213 | $18.5K | 0.00% | +213 | New |
| Rise Advisors, LLC | 247 | $21.5K | 0.01% | +247 | New |
| Lindbrook Capital, LLC | 249 | $21.7K | 0.00% | +5+2.0% | Added |
| Bokf, NA | 263 | $22.2K | 0.00% | +263 | New |
| National Bank of Canada | 277 | $22.8K | 0.00% | +277 | New |
| Nomura Asset Management Co Ltd | 300 | $26.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 330 | $28.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 366 | $31.8K | 0.00% | +16+4.6% | Added |
| JJJ Advisors Inc. | 465 | $40.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 486 | $42.0K | 0.03% | −45−8.5% | Reduced |
| Missouri Trust & Investment Co | 500 | $43.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 547 | $47.6K | 0.00% | +46+9.2% | Added |
| State of Wyoming | 576 | $50.1K | 0.01% | +576 | New |
| GWM Advisors LLC | 611 | $53.2K | 0.00% | +611 | New |
| Parallel Advisors, LLC | 747 | $65.0K | 0.00% | −16−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 752 | $65.4K | 0.00% | −15,037−95.2% | Reduced |
| City State Bank | 800 | $70.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,006 | $87.5K | 0.00% | −1,096−52.1% | Reduced |
| KBC Group NV | 1,058 | $92.0K | 0.00% | −376−26.2% | Reduced |
| Jones Financial Companies LLLP | 1,188 | $103.3K | 0.00% | −882−42.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,268 | $110.3K | 0.03% | +742+141.1% | Added |
| CWM, LLC | 1,812 | $158.0K | 0.00% | +205+12.8% | Added |
| Central Trust Co | 2,107 | $183.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,328 | $202.5K | 0.01% | −223−8.7% | Reduced |
| HighTower Advisors, LLC | 2,363 | $207.0K | 0.00% | −1,125−32.3% | Reduced |
| Mackenzie Financial Corp | 2,729 | $237.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,731 | $237.6K | 0.02% | −12−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,752 | $239.0K | 0.00% | +106+4.0% | Added |
| First National Advisers, LLC | 2,772 | $241.1K | 0.05% | +2,772 | New |
| Two Sigma Investments, LP | 2,784 | $242.2K | 0.00% | +84+3.1% | Added |
| Raymond James & Associates | 2,785 | $242.3K | 0.00% | +2,785 | New |
| Kornitzer Capital Management Inc | 2,800 | $243.6K | 0.00% | −20−0.7% | Reduced |
| High Net Worth Advisory Group LLC | 2,800 | $243.6K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,896 | $252.0K | 0.00% | +2,896 | New |
| Cerity Partners LLC | 2,968 | $258.2K | 0.00% | +2,968 | New |
| ETF Store, Inc. | 3,010 | $261.8K | 0.15% | +10.0% | Added |
| JustInvest LLC | 3,126 | $271.9K | 0.01% | −266−7.8% | Reduced |
| Public Employees Retirement Association of Colorado | 3,216 | $280.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,273 | $284.7K | 0.01% | −424−11.5% | Reduced |
| Jump Financial, LLC | 3,285 | $285.8K | 0.01% | +3,285 | New |
| Envestnet Portfolio Solutions, Inc. | 3,307 | $287.7K | 0.00% | −83−2.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $294.6K | 0.19% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,451 | $300.2K | 0.00% | +809+30.6% | Added |
| Securian Asset Management, Inc | 3,498 | $304.3K | 0.01% | −200−5.4% | Reduced |
| Signaturefd, LLC | 3,547 | $308.6K | 0.01% | +45+1.3% | Added |
| Catalyst Funds Management Pty Ltd | 3,590 | $312.3K | 0.09% | +3,590 | New |
| Occudo Quantitative Strategies LP | 3,762 | $327.3K | 0.06% | +3,762 | New |
| Atwood & Palmer Inc | 3,778 | $328.6K | 0.02% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $348.0K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 4,035 | $351.0K | 0.02% | +604+17.6% | Added |
| Truist Financial Corp | 4,102 | $356.8K | 0.00% | +4,102 | New |
| CWM Advisors, LLC | 4,119 | $358.3K | 0.04% | −469−10.2% | Reduced |
| Commonwealth Equity Services, LLC | 4,121 | $359.0K | 0.00% | +396+10.6% | Added |
| New York Life Investment Management LLC | 4,327 | $376.4K | 0.00% | −1,655−27.7% | Reduced |
| Papp L Roy & Associates | 4,355 | $378.8K | 0.05% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,373 | $380.4K | 0.03% | −1,407−24.3% | Reduced |
| Wolverine Asset Management LLC | 4,429 | $385.3K | 0.01% | −1,192−21.2% | Reduced |
| Farmers & Merchants Investments Inc | 4,518 | $393.0K | 0.01% | −1,500−24.9% | Reduced |
| SG Americas Securities, LLC | 4,526 | $394.0K | 0.00% | +1,719+61.2% | Added |
| Fortitude Advisory Group L.L.C. | 4,558 | $396.5K | 0.22% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4,574 | $397.9K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 4,595 | $399.8K | 0.00% | +390+9.3% | Added |
| State of Alaska, Department of Revenue | 4,721 | $410.0K | 0.00% | 00.0% | Unchanged |