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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 48,230 | $4.19M | 0.00% | −2,634−5.2% | Reduced |
| Rafferty Asset Management, LLC | 49,720 | $4.33M | 0.02% | −21,176−29.9% | Reduced |
| Man Group plc | 52,737 | $4.59M | 0.01% | −33,181−38.6% | Reduced |
| UBS Group AG | 52,755 | $4.59M | 0.00% | −16,903−24.3% | Reduced |
| NFJ Investment Group, LLC | 52,948 | $4.61M | 0.13% | −3,887−6.8% | Reduced |
| Algert Global LLC | 53,055 | $4.62M | 0.18% | −1,340−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 53,700 | $4.67M | 0.00% | +3,168+6.3% | Added |
| Retirement Systems of Alabama | 54,848 | $4.77M | 0.02% | +144+0.3% | Added |
| Citigroup Inc | 55,772 | $4.85M | 0.01% | +4,638+9.1% | Added |
| Great Lakes Advisors, LLC | 58,682 | $5.10M | 0.04% | −91−0.2% | Reduced |
| Franklin Resources Inc | 60,921 | $5.30M | 0.00% | +49,291+423.8% | Added |
| Credit Suisse AG | 61,881 | $5.38M | 0.01% | +1,426+2.4% | Added |
| UBS Asset Management Americas Inc | 63,105 | $5.49M | 0.00% | +6,827+12.1% | Added |
| Voloridge Investment Management, LLC | 67,820 | $5.90M | 0.02% | +10,305+17.9% | Added |
| Voya Investment Management LLC | 69,657 | $6.06M | 0.01% | −5,579−7.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 71,147 | $6.19M | 0.03% | −229−0.3% | Reduced |
| Deutsche Bank AG | 71,195 | $6.19M | 0.00% | −14,193−16.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 73,007 | $6.35M | 0.05% | +73,007 | New |
| Envestnet Asset Management Inc | 73,445 | $6.39M | 0.00% | +8,421+13.0% | Added |
| New York State Teachers Retirement System | 74,012 | $6.44M | 0.01% | −1,100−1.5% | Reduced |
| American International Group, Inc. | 79,300 | $6.90M | 0.02% | −1,370−1.7% | Reduced |
| Renaissance Technologies LLC | 80,300 | $6.99M | 0.01% | +68,900+604.4% | Added |
| Invesco Ltd. | 86,059 | $7.49M | 0.00% | −12,041−12.3% | Reduced |
| First Trust Advisors LP | 88,422 | $7.69M | 0.01% | −167−0.2% | Reduced |
| Ceredex Value Advisors LLC | 89,800 | $7.85M | 0.14% | +89,800 | New |
| Swiss National Bank | 90,800 | $7.90M | 0.01% | 00.0% | Unchanged |
| California Public Employees Retirement System | 92,097 | $8.01M | 0.01% | +1,194+1.3% | Added |
| Legal & General Group Plc | 93,537 | $8.14M | 0.00% | −9,154−8.9% | Reduced |
| STRS Ohio | 93,800 | $8.16M | 0.03% | +10,300+12.3% | Added |
| Alliancebernstein L.P. | 95,395 | $8.30M | 0.00% | −2,890−2.9% | Reduced |
| Congress Asset Management Co | 102,765 | $8.94M | 0.06% | −4,676−4.4% | Reduced |
| Gator Capital Management, LLC | 102,950 | $8.96M | 4.79% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 107,703 | $9.37M | 0.10% | +8,380+8.4% | Added |
| Captrust Financial Advisors | 108,867 | $9.47M | 0.03% | −9,262−7.8% | Reduced |
| Millennium Management LLC | 109,983 | $9.57M | 0.01% | +29,428+36.5% | Added |
| Barclays PLC | 110,855 | $9.64M | 0.00% | −29,387−21.0% | Reduced |
| Neumeier Poma Investment Counsel LLC | 111,510 | $9.70M | 0.89% | +111,510 | New |
| Assenagon Asset Management S.A. | 116,992 | $10.2M | 0.03% | −16,875−12.6% | Reduced |
| Third Avenue Management LLC | 149,284 | $13.0M | 2.07% | 00.0% | Unchanged |
| Rhumbline Advisers | 161,929 | $14.1M | 0.01% | +1,974+1.2% | Added |
| SEI Investments Co | 170,363 | $14.8M | 0.02% | +14,674+9.4% | Added |
| Principal Financial Group Inc | 187,588 | $16.3M | 0.01% | +24,379+14.9% | Added |
| AQR Capital Management LLC | 196,803 | $17.0M | 0.03% | +9,527+5.1% | Added |
| Tributary Capital Management, LLC | 197,606 | $17.2M | 1.41% | +31,832+19.2% | Added |
| JPMorgan Chase & Co | 209,328 | $18.2M | 0.00% | +34,722+19.9% | Added |
| GW&K Investment Management, LLC | 238,572 | $20.8M | 0.18% | −5,196−2.1% | Reduced |
| Nuveen Asset Management, LLC | 287,460 | $25.0M | 0.01% | −362−0.1% | Reduced |
| Bank of America Corp | 297,567 | $25.9M | 0.00% | +3,706+1.3% | Added |
| FMR LLC | 312,436 | $27.2M | 0.00% | +44,884+16.8% | Added |
| Morgan Stanley | 327,692 | $28.5M | 0.00% | −59,977−15.5% | Reduced |
| Goldman Sachs Group Inc | 363,879 | $31.7M | 0.01% | −24,500−6.3% | Reduced |
| ProShare Advisors LLC | 371,298 | $32.3M | 0.09% | −116,369−23.9% | Reduced |
| Fisher Asset Management, LLC | 407,527 | $35.5M | 0.02% | −72,178−15.0% | Reduced |
| Brown Advisory Inc | 411,703 | $35.8M | 0.05% | +7,367+1.8% | Added |
| Massachusetts Financial Services Co | 427,325 | $37.2M | 0.01% | −1,607−0.4% | Reduced |
| Norges Bank | 476,498 | $41.5M | 0.01% | +5,215+1.1% | Added |
| Global Alpha Capital Management Ltd. | 525,959 | $45.8M | 3.40% | −136,810−20.6% | Reduced |
| Northern Trust Corp | 533,627 | $46.4M | 0.01% | −86,618−14.0% | Reduced |
| Charles Schwab Investment Management Inc | 551,059 | $47.9M | 0.01% | +24,312+4.6% | Added |
| Ameriprise Financial Inc | 668,652 | $58.2M | 0.02% | +18,786+2.9% | Added |
| Boston Trust Walden Corp | 688,222 | $59.9M | 0.43% | −465−0.1% | Reduced |
| Bank of New York Mellon Corp | 875,642 | $76.2M | 0.01% | −81,623−8.5% | Reduced |
| Geode Capital Management, LLC | 1,036,420 | $90.2M | 0.01% | +33,433+3.3% | Added |
| Dimensional Fund Advisors LP | 1,589,895 | $138.3M | 0.04% | +45,887+3.0% | Added |
| American Century Companies Inc | 1,641,434 | $142.8M | 0.09% | +75,198+4.8% | Added |
| Wellington Management Group LLP | 1,900,063 | $165.3M | 0.03% | +275,769+17.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,905,072 | $165.7M | 0.26% | +63,022+3.4% | Added |
| Victory Capital Management Inc | 2,011,976 | $175.0M | 0.17% | +14,673+0.7% | Added |
| State Street Corp | 2,734,555 | $239.0M | 0.01% | −234,012−7.9% | Reduced |
| Vanguard Group Inc | 4,705,385 | $409.3M | 0.01% | +394,578+9.2% | Added |
| Umb Bank N A | 5,241,631 | $456.0M | 7.22% | −63,789−1.2% | Reduced |
| BlackRock Inc. | 5,879,248 | $511.4M | 0.01% | −96,700−1.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −51,080−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −31,280−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,689−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −17,887−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,418−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,301−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,932−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,108−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,617−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,292−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,483−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,453−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −3,964−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,985−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |