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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 20,367 | $1.77M | 0.00% | −8,597−29.7% | Reduced |
| Yousif Capital Management, LLC | 19,804 | $1.72M | 0.02% | −436−2.2% | Reduced |
| Thrivent Financial for Lutherans | 19,055 | $1.66M | 0.00% | −1,925−9.2% | Reduced |
| Teacher Retirement System of Texas | 18,779 | $1.63M | 0.01% | +7,057+60.2% | Added |
| Public Employees Retirement System of Ohio | 18,766 | $1.63M | 0.01% | −754−3.9% | Reduced |
| Comerica Bank | 18,529 | $1.61M | 0.01% | −287−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 18,400 | $1.61M | 0.01% | −40−0.2% | Reduced |
| New York State Common Retirement Fund | 18,069 | $1.57M | 0.00% | −16−0.1% | Reduced |
| PDT Partners, LLC | 17,640 | $1.53M | 0.15% | +8,755+98.5% | Added |
| Mariner, LLC | 17,324 | $1.51M | 0.00% | +2,271+15.1% | Added |
| Ensign Peak Advisors, Inc | 16,879 | $1.47M | 0.00% | −851−4.8% | Reduced |
| Susquehanna International Group, LLP | 15,836 | $1.38M | 0.00% | −24,098−60.3% | Reduced |
| HSBC Holdings PLC | 15,332 | $1.33M | 0.00% | +1,511+10.9% | Added |
| Summit Global Investments | 14,830 | $1.29M | 0.10% | +14,830 | New |
| Teachers Retirement System of the State of Kentucky | 14,642 | $1.27M | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 14,201 | $1.24M | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 14,152 | $1.23M | 0.04% | −5,638−28.5% | Reduced |
| Guggenheim Capital LLC | 13,685 | $1.19M | 0.01% | −21,497−61.1% | Reduced |
| Paragon Capital Management LLC | 13,463 | $1.17M | 0.63% | 00.0% | Unchanged |
| FJ Capital Management LLC | 13,301 | $1.16M | 0.12% | +13,301 | New |
| US Bancorp | 12,980 | $1.13M | 0.00% | +622+5.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,104 | $1.12M | 0.00% | −1,140−5.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.11M | 0.00% | +12,725 | New |
| Arizona State Retirement System | 12,671 | $1.10M | 0.01% | −215−1.7% | Reduced |
| Louisiana State Employees Retirement System | 12,600 | $1.10M | 0.02% | +300+2.4% | Added |
| Winton Group Ltd | 12,556 | $1.09M | 0.08% | +6,219+98.1% | Added |
| Jackson Creek Investment Advisors LLC | 12,412 | $1.08M | 0.39% | +12,412 | New |
| Raymond James Financial Services Advisors, Inc. | 12,148 | $1.06M | 0.00% | −755−5.9% | Reduced |
| Prudential Financial Inc | 12,038 | $1.05M | 0.00% | −6,268−34.2% | Reduced |
| Oregon Public Employees Retirement Fund | 10,766 | $936.5K | 0.02% | −1,531−12.5% | Reduced |
| State of Michigan Retirement System | 10,741 | $934.4K | 0.01% | +300+2.9% | Added |
| Qube Research & Technologies Ltd | 10,363 | $901.5K | 0.00% | +9,028+676.3% | Added |
| Royal Bank of Canada | 10,033 | $872.0K | 0.00% | −9,200−47.8% | Reduced |
| Handelsbanken Fonder AB | 9,930 | $864.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 9,929 | $863.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,742 | $847.5K | 0.02% | +25+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,662 | $840.5K | 0.01% | +24+0.2% | Added |
| State of Wisconsin Investment Board | 9,581 | $833.5K | 0.00% | −4,390−31.4% | Reduced |
| Trust Point Inc. | 9,496 | $826.1K | 0.06% | +3,986+72.3% | Added |
| Keybank National Association | 9,400 | $817.7K | 0.00% | −215−2.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,979 | $781.1K | 0.00% | −1,034−10.3% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $774.0K | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 8,291 | $721.2K | 0.00% | +8,291 | New |
| Cambridge Investment Research Advisors, Inc. | 8,008 | $697.0K | 0.00% | +10.0% | Added |
| Douglass Winthrop Advisors, LLC | 8,010 | $696.8K | 0.01% | +8,010 | New |
| Cubist Systematic Strategies, LLC | 7,616 | $662.5K | 0.01% | −3,322−30.4% | Reduced |
| Kavar Capital Partners Group, LLC | 7,605 | $661.6K | 0.12% | +303+4.1% | Added |
| Financial Advisory Service, Inc. | 7,354 | $639.7K | 0.06% | +27+0.4% | Added |
| Quest Partners LLC | 7,286 | $633.8K | 0.11% | −9,652−57.0% | Reduced |
| Allianz Asset Management GmbH | 6,933 | $603.1K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 6,886 | $600.7K | 0.00% | +316+4.8% | Added |
| Versor Investments LP | 6,900 | $600.2K | 0.12% | +6,900 | New |
| Walleye Capital LLC | 6,805 | $592.0K | 0.01% | −118,048−94.5% | Reduced |
| Federated Hermes, Inc. | 6,651 | $578.6K | 0.00% | −246−3.6% | Reduced |
| Country Club Bank | 6,646 | $578.1K | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,509 | $566.2K | 0.00% | −56−0.9% | Reduced |
| Xponance, Inc. | 6,325 | $550.2K | 0.01% | −86−1.3% | Reduced |
| WealthPLAN Partners, LLC | 6,097 | $530.4K | 0.05% | −69,797−92.0% | Reduced |
| ClariVest Asset Management LLC | 6,067 | $527.8K | 0.05% | +18+0.3% | Added |
| WealthPlan Investment Management, LLC | 5,897 | $513.0K | 0.08% | −56,020−90.5% | Reduced |
| The PNC Financial Services Group, Inc. | 5,767 | $501.7K | 0.00% | −599−9.4% | Reduced |
| Atria Wealth Solutions, Inc. | 5,588 | $488.3K | 0.01% | +150+2.8% | Added |
| Pictet Asset Management Holding SA | 5,297 | $460.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 5,257 | $458.9K | 0.00% | +128+2.5% | Added |
| State Board of Administration of Florida Retirement System | 7,921 | $457.2K | 0.00% | −4,730−37.4% | Reduced |
| Quantedge Capital Pte Ltd | 5,100 | $443.6K | 0.19% | +5,100 | New |
| Atom Investors LP | 5,051 | $439.4K | 0.06% | +5,051 | New |
| Point72 Asset Management, L.P. | 4,900 | $426.3K | 0.00% | +2,800+133.3% | Added |
| Advantage Alpha Capital Partners LP | 4,874 | $424.0K | 0.08% | −1,638−25.2% | Reduced |
| Vestcor Inc | 4,773 | $415.0K | 0.01% | +4,773 | New |
| Lazard Asset Management LLC | 4,768 | $414.0K | 0.00% | +2,985+167.4% | Added |
| Savant Capital, LLC | 4,744 | $412.7K | 0.00% | +4,744 | New |
| State of Alaska, Department of Revenue | 4,721 | $410.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 4,595 | $399.8K | 0.00% | +390+9.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,574 | $397.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,558 | $396.5K | 0.22% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,526 | $394.0K | 0.00% | +1,719+61.2% | Added |
| Farmers & Merchants Investments Inc | 4,518 | $393.0K | 0.01% | −1,500−24.9% | Reduced |
| Wolverine Asset Management LLC | 4,429 | $385.3K | 0.01% | −1,192−21.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,373 | $380.4K | 0.03% | −1,407−24.3% | Reduced |
| Papp L Roy & Associates | 4,355 | $378.8K | 0.05% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 4,327 | $376.4K | 0.00% | −1,655−27.7% | Reduced |
| Commonwealth Equity Services, LLC | 4,121 | $359.0K | 0.00% | +396+10.6% | Added |
| CWM Advisors, LLC | 4,119 | $358.3K | 0.04% | −469−10.2% | Reduced |
| Truist Financial Corp | 4,102 | $356.8K | 0.00% | +4,102 | New |
| Pitcairn Co | 4,035 | $351.0K | 0.02% | +604+17.6% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $348.0K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,778 | $328.6K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 3,762 | $327.3K | 0.06% | +3,762 | New |
| Catalyst Funds Management Pty Ltd | 3,590 | $312.3K | 0.09% | +3,590 | New |
| Signaturefd, LLC | 3,547 | $308.6K | 0.01% | +45+1.3% | Added |
| Securian Asset Management, Inc | 3,498 | $304.3K | 0.01% | −200−5.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,451 | $300.2K | 0.00% | +809+30.6% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $294.6K | 0.19% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 3,307 | $287.7K | 0.00% | −83−2.4% | Reduced |
| Jump Financial, LLC | 3,285 | $285.8K | 0.01% | +3,285 | New |
| Profund Advisors LLC | 3,273 | $284.7K | 0.01% | −424−11.5% | Reduced |
| Public Employees Retirement Association of Colorado | 3,216 | $280.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 3,126 | $271.9K | 0.01% | −266−7.8% | Reduced |
| ETF Store, Inc. | 3,010 | $261.8K | 0.15% | +10.0% | Added |