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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 2,968 | $258.2K | 0.00% | +2,968 | New |
| Janney Montgomery Scott LLC | 2,896 | $252.0K | 0.00% | +2,896 | 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 |
| Raymond James & Associates | 2,785 | $242.3K | 0.00% | +2,785 | New |
| Two Sigma Investments, LP | 2,784 | $242.2K | 0.00% | +84+3.1% | Added |
| First National Advisers, LLC | 2,772 | $241.1K | 0.05% | +2,772 | New |
| Crossmark Global Holdings, Inc. | 2,752 | $239.0K | 0.00% | +106+4.0% | Added |
| Quadrant Capital Group LLC | 2,731 | $237.6K | 0.02% | −12−0.4% | Reduced |
| Mackenzie Financial Corp | 2,729 | $237.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,363 | $207.0K | 0.00% | −1,125−32.3% | Reduced |
| Metropolitan Life Insurance Co | 2,328 | $202.5K | 0.01% | −223−8.7% | Reduced |
| Central Trust Co | 2,107 | $183.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,812 | $158.0K | 0.00% | +205+12.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,268 | $110.3K | 0.03% | +742+141.1% | Added |
| Jones Financial Companies LLLP | 1,188 | $103.3K | 0.00% | −882−42.6% | Reduced |
| KBC Group NV | 1,058 | $92.0K | 0.00% | −376−26.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,006 | $87.5K | 0.00% | −1,096−52.1% | Reduced |
| City State Bank | 800 | $70.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 752 | $65.4K | 0.00% | −15,037−95.2% | Reduced |
| Parallel Advisors, LLC | 747 | $65.0K | 0.00% | −16−2.1% | Reduced |
| GWM Advisors LLC | 611 | $53.2K | 0.00% | +611 | New |
| State of Wyoming | 576 | $50.1K | 0.01% | +576 | New |
| First Horizon Advisors, Inc. | 547 | $47.6K | 0.00% | +46+9.2% | Added |
| Missouri Trust & Investment Co | 500 | $43.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 486 | $42.0K | 0.03% | −45−8.5% | Reduced |
| JJJ Advisors Inc. | 465 | $40.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 366 | $31.8K | 0.00% | +16+4.6% | Added |
| Assetmark, Inc | 330 | $28.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $26.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 277 | $22.8K | 0.00% | +277 | New |
| Bokf, NA | 263 | $22.2K | 0.00% | +263 | New |
| Lindbrook Capital, LLC | 249 | $21.7K | 0.00% | +5+2.0% | Added |
| Rise Advisors, LLC | 247 | $21.5K | 0.01% | +247 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 213 | $18.5K | 0.00% | +213 | New |
| Raffa Wealth Management, LLC | 208 | $18.1K | 0.01% | +208 | New |
| Larson Financial Group LLC | 203 | $17.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 195 | $16.5K | 0.00% | +195 | New |
| Allworth Financial LP | 162 | $14.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 151 | $13.1K | 0.00% | +16+11.9% | Added |
| Northwestern Mutual Wealth Management Co | 128 | $11.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 124 | $10.8K | 0.00% | −313−71.6% | Reduced |
| EverSource Wealth Advisors, LLC | 92 | $7.33K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $7.13K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 65 | $5.65K | 0.00% | +5+8.3% | Added |
| Key Financial Inc | 63 | $5.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $5.39K | 0.00% | −6−8.8% | Reduced |
| Farther Finance Advisors, LLC | 48 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 47 | $3.94K | 0.00% | +18+62.1% | Added |
| JFS Wealth Advisors, LLC | 44 | $3.83K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 39 | $3.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 33 | $3.00K | 0.00% | −5−13.2% | Reduced |
| Mather Group, LLC. | 35 | $2.92K | 0.00% | +35 | New |
| Principal Securities, Inc. | 32 | $2.78K | 0.00% | +5+18.5% | Added |
| First Financial Corp | 32 | $2.78K | 0.00% | +32 | New |
| Concord Wealth Partners | 25 | $2.17K | 0.00% | +25 | New |
| Smartleaf Asset Management LLC | 23 | $1.97K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 22 | $1.91K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 15 | $1.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.22K | 0.00% | −1−6.7% | Reduced |
| NBC Securities, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $957 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $870 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $696 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $435 | 0.00% | +5 | New |
| Continuum Advisory, LLC | 5 | $408 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 3 | $261 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $87 | 0.00% | +1 | New |
| 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 |