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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 4,744 | $412.7K | 0.00% | +4,744 | New |
| Lazard Asset Management LLC | 4,768 | $414.0K | 0.00% | +2,985+167.4% | Added |
| Vestcor Inc | 4,773 | $415.0K | 0.01% | +4,773 | New |
| Advantage Alpha Capital Partners LP | 4,874 | $424.0K | 0.08% | −1,638−25.2% | Reduced |
| Point72 Asset Management, L.P. | 4,900 | $426.3K | 0.00% | +2,800+133.3% | Added |
| Atom Investors LP | 5,051 | $439.4K | 0.06% | +5,051 | New |
| Quantedge Capital Pte Ltd | 5,100 | $443.6K | 0.19% | +5,100 | New |
| State Board of Administration of Florida Retirement System | 7,921 | $457.2K | 0.00% | −4,730−37.4% | Reduced |
| Bank of Montreal | 5,257 | $458.9K | 0.00% | +128+2.5% | Added |
| Pictet Asset Management Holding SA | 5,297 | $460.8K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,588 | $488.3K | 0.01% | +150+2.8% | Added |
| The PNC Financial Services Group, Inc. | 5,767 | $501.7K | 0.00% | −599−9.4% | Reduced |
| WealthPlan Investment Management, LLC | 5,897 | $513.0K | 0.08% | −56,020−90.5% | Reduced |
| ClariVest Asset Management LLC | 6,067 | $527.8K | 0.05% | +18+0.3% | Added |
| WealthPLAN Partners, LLC | 6,097 | $530.4K | 0.05% | −69,797−92.0% | Reduced |
| Xponance, Inc. | 6,325 | $550.2K | 0.01% | −86−1.3% | Reduced |
| Pacer Advisors, Inc. | 6,509 | $566.2K | 0.00% | −56−0.9% | Reduced |
| Country Club Bank | 6,646 | $578.1K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,651 | $578.6K | 0.00% | −246−3.6% | Reduced |
| Walleye Capital LLC | 6,805 | $592.0K | 0.01% | −118,048−94.5% | Reduced |
| Versor Investments LP | 6,900 | $600.2K | 0.12% | +6,900 | New |
| Pathstone Holdings, LLC | 6,886 | $600.7K | 0.00% | +316+4.8% | Added |
| Allianz Asset Management GmbH | 6,933 | $603.1K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7,286 | $633.8K | 0.11% | −9,652−57.0% | Reduced |
| Financial Advisory Service, Inc. | 7,354 | $639.7K | 0.06% | +27+0.4% | Added |
| Kavar Capital Partners Group, LLC | 7,605 | $661.6K | 0.12% | +303+4.1% | Added |
| Cubist Systematic Strategies, LLC | 7,616 | $662.5K | 0.01% | −3,322−30.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,010 | $696.8K | 0.01% | +8,010 | New |
| Cambridge Investment Research Advisors, Inc. | 8,008 | $697.0K | 0.00% | +10.0% | Added |
| AXA S.A. | 8,291 | $721.2K | 0.00% | +8,291 | New |
| New Mexico Educational Retirement Board | 8,900 | $774.0K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,979 | $781.1K | 0.00% | −1,034−10.3% | Reduced |
| Keybank National Association | 9,400 | $817.7K | 0.00% | −215−2.2% | Reduced |
| Trust Point Inc. | 9,496 | $826.1K | 0.06% | +3,986+72.3% | Added |
| State of Wisconsin Investment Board | 9,581 | $833.5K | 0.00% | −4,390−31.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,662 | $840.5K | 0.01% | +24+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,742 | $847.5K | 0.02% | +25+0.3% | Added |
| Bailard, Inc. | 9,929 | $863.7K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,930 | $864.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,033 | $872.0K | 0.00% | −9,200−47.8% | Reduced |
| Qube Research & Technologies Ltd | 10,363 | $901.5K | 0.00% | +9,028+676.3% | Added |
| State of Michigan Retirement System | 10,741 | $934.4K | 0.01% | +300+2.9% | Added |
| Oregon Public Employees Retirement Fund | 10,766 | $936.5K | 0.02% | −1,531−12.5% | Reduced |
| Prudential Financial Inc | 12,038 | $1.05M | 0.00% | −6,268−34.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 12,148 | $1.06M | 0.00% | −755−5.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 12,412 | $1.08M | 0.39% | +12,412 | New |
| Winton Group Ltd | 12,556 | $1.09M | 0.08% | +6,219+98.1% | Added |
| Louisiana State Employees Retirement System | 12,600 | $1.10M | 0.02% | +300+2.4% | Added |
| Arizona State Retirement System | 12,671 | $1.10M | 0.01% | −215−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.11M | 0.00% | +12,725 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,104 | $1.12M | 0.00% | −1,140−5.6% | Reduced |
| US Bancorp | 12,980 | $1.13M | 0.00% | +622+5.0% | Added |
| FJ Capital Management LLC | 13,301 | $1.16M | 0.12% | +13,301 | New |
| Paragon Capital Management LLC | 13,463 | $1.17M | 0.63% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 13,685 | $1.19M | 0.01% | −21,497−61.1% | Reduced |
| Ameritas Investment Partners, Inc. | 14,152 | $1.23M | 0.04% | −5,638−28.5% | Reduced |
| Kennedy Capital Management, Inc. | 14,201 | $1.24M | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,642 | $1.27M | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 14,830 | $1.29M | 0.10% | +14,830 | New |
| HSBC Holdings PLC | 15,332 | $1.33M | 0.00% | +1,511+10.9% | Added |
| Susquehanna International Group, LLP | 15,836 | $1.38M | 0.00% | −24,098−60.3% | Reduced |
| Ensign Peak Advisors, Inc | 16,879 | $1.47M | 0.00% | −851−4.8% | Reduced |
| Mariner, LLC | 17,324 | $1.51M | 0.00% | +2,271+15.1% | Added |
| PDT Partners, LLC | 17,640 | $1.53M | 0.15% | +8,755+98.5% | Added |
| New York State Common Retirement Fund | 18,069 | $1.57M | 0.00% | −16−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 18,400 | $1.61M | 0.01% | −40−0.2% | Reduced |
| Comerica Bank | 18,529 | $1.61M | 0.01% | −287−1.5% | Reduced |
| Public Employees Retirement System of Ohio | 18,766 | $1.63M | 0.01% | −754−3.9% | Reduced |
| Teacher Retirement System of Texas | 18,779 | $1.63M | 0.01% | +7,057+60.2% | Added |
| Thrivent Financial for Lutherans | 19,055 | $1.66M | 0.00% | −1,925−9.2% | Reduced |
| Yousif Capital Management, LLC | 19,804 | $1.72M | 0.02% | −436−2.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 20,367 | $1.77M | 0.00% | −8,597−29.7% | Reduced |
| Keeley-Teton Advisors, LLC | 20,900 | $1.82M | 0.22% | +2,384+12.9% | Added |
| Meritage Portfolio Management | 21,721 | $1.89M | 0.12% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 22,629 | $1.89M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 21,971 | $1.91M | 0.00% | −267,281−92.4% | Reduced |
| Amalgamated Bank | 22,921 | $1.99M | 0.02% | −2,229−8.9% | Reduced |
| Bridgeway Capital Management, LLC | 23,300 | $2.03M | 0.04% | 00.0% | Unchanged |
| First National Bank of Omaha | 20,631 | $2.09M | 0.14% | −304−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 24,511 | $2.13M | 0.00% | +6,351+35.0% | Added |
| PMC FIG Opportunities LLC | 26,058 | $2.27M | 3.40% | +26,058 | New |
| Mercer Global Advisors Inc | 26,748 | $2.33M | 0.01% | −588−2.2% | Reduced |
| Jane Street Group, LLC | 27,737 | $2.41M | 0.00% | −17,983−39.3% | Reduced |
| EJF Capital LLC | 27,923 | $2.43M | 1.69% | −6,621−19.2% | Reduced |
| Price T Rowe Associates Inc | 29,755 | $2.59M | 0.00% | +1,633+5.8% | Added |
| Russell Investments Group, Ltd. | 30,016 | $2.61M | 0.00% | +567+1.9% | Added |
| D. E. Shaw & Co., Inc. | 31,762 | $2.76M | 0.00% | −19,366−37.9% | Reduced |
| Great West Life Assurance Co | 32,847 | $2.85M | 0.01% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 34,148 | $2.97M | 2.46% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 35,381 | $3.08M | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 36,489 | $3.17M | 0.05% | −280−0.8% | Reduced |
| Creative Planning | 37,204 | $3.24M | 0.00% | +223+0.6% | Added |
| Texas Permanent School Fund | 38,226 | $3.33M | 0.03% | +510+1.4% | Added |
| Wells Fargo & Company | 40,574 | $3.53M | 0.00% | +4,056+11.1% | Added |
| Commerce Bank | 40,722 | $3.54M | 0.02% | +70+0.2% | Added |
| State of Tennessee, Treasury Department | 44,000 | $3.83M | 0.01% | +4,500+11.4% | Added |
| Boothbay Fund Management, LLC | 44,015 | $3.83M | 0.11% | +44,015 | New |
| GHP Investment Advisors, Inc. | 44,309 | $3.85M | 0.19% | +259+0.6% | Added |
| MetLife Investment Management | 45,391 | $3.95M | 0.03% | −1,456−3.1% | Reduced |
| California State Teachers Retirement System | 45,916 | $3.99M | 0.01% | −2,612−5.4% | Reduced |