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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q2 2024
Institutional positions in Umb Financial Corp as of Jun 30, 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
- 293
- +22 vs. Q1 2024
- Shares held
- 49.1M
- +6.67M (+15.7%) vs. Q1 2024
- Total value
- $4.10B
- +$405.7M (+11.0%) vs. Q1 2024
- New holders
- 51
- 120 more added
- Sold out
- 29
- 80 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 483 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,973,310 | $498.3M | 0.01% | +94,062+1.6% | Added |
| Umb Bank N A | 5,115,694 | $426.8M | 7.00% | −125,937−2.4% | Reduced |
| Vanguard Group Inc | 4,494,347 | $374.9M | 0.01% | −211,038−4.5% | Reduced |
| State Street Corp | 2,829,701 | $237.1M | 0.01% | +95,146+3.5% | Added |
| Wellington Management Group LLP | 2,599,787 | $216.9M | 0.04% | +699,724+36.8% | Added |
| Citadel Advisors LLC | 2,195,327 | $183.1M | 0.18% | +2,173,356+9,891.9% | Added |
| Victory Capital Management Inc | 1,999,475 | $166.8M | 0.17% | −12,501−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,954,762 | $163.1M | 0.27% | +49,690+2.6% | Added |
| American Century Companies Inc | 1,752,524 | $146.2M | 0.09% | +111,090+6.8% | Added |
| Dimensional Fund Advisors LP | 1,689,895 | $141.0M | 0.04% | +100,000+6.3% | Added |
| Geode Capital Management, LLC | 1,093,160 | $91.2M | 0.01% | +56,740+5.5% | Added |
| FMR LLC | 924,888 | $77.2M | 0.00% | +612,452+196.0% | Added |
| ProShare Advisors LLC | 752,576 | $62.8M | 0.17% | +381,278+102.7% | Added |
| Millennium Management LLC | 733,734 | $61.2M | 0.05% | +623,751+567.1% | Added |
| Goldman Sachs Group Inc | 592,849 | $49.5M | 0.01% | +228,970+62.9% | Added |
| Bank of New York Mellon Corp | 576,200 | $48.1M | 0.01% | −299,442−34.2% | Reduced |
| Northern Trust Corp | 560,159 | $46.7M | 0.01% | +26,532+5.0% | Added |
| Charles Schwab Investment Management Inc | 556,050 | $46.4M | 0.01% | +4,991+0.9% | Added |
| Global Alpha Capital Management Ltd. | 542,759 | $45.3M | 3.30% | +16,800+3.2% | Added |
| Massachusetts Financial Services Co | 517,622 | $43.2M | 0.01% | +90,297+21.1% | Added |
| Bank of America Corp | 444,731 | $37.1M | 0.00% | +147,164+49.5% | Added |
| Azora Capital LP | 411,942 | $34.4M | 1.96% | +411,942 | New |
| Morgan Stanley | 394,917 | $32.9M | 0.00% | +67,225+20.5% | Added |
| JPMorgan Chase & Co | 363,572 | $30.3M | 0.00% | +154,244+73.7% | Added |
| GW&K Investment Management, LLC | 334,083 | $27.9M | 0.25% | +95,511+40.0% | Added |
| Boston Trust Walden Corp | 310,239 | $25.9M | 0.19% | −377,983−54.9% | Reduced |
| AQR Capital Management LLC | 299,270 | $24.6M | 0.04% | +102,467+52.1% | Added |
| Voloridge Investment Management, LLC | 295,053 | $24.6M | 0.09% | +227,233+335.1% | Added |
| Nuveen Asset Management, LLC | 292,331 | $24.4M | 0.01% | +4,871+1.7% | Added |
| Franklin Resources Inc | 286,057 | $23.9M | 0.01% | +225,136+369.6% | Added |
| Norges Bank | 270,802 | $22.6M | 0.00% | −205,696−43.2% | Reduced |
| Fisher Asset Management, LLC | 267,571 | $22.3M | 0.01% | −139,956−34.3% | Reduced |
| Two Sigma Investments, LP | 265,665 | $22.2M | 0.05% | +262,881+9,442.6% | Added |
| Basswood Capital Management, L.L.C. | 232,881 | $19.4M | 1.26% | +232,881 | New |
| UBS Group AG | 219,046 | $18.3M | 0.01% | +166,291+315.2% | Added |
| SEI Investments Co | 216,442 | $18.1M | 0.03% | +46,079+27.0% | Added |
| Tributary Capital Management, LLC | 198,107 | $16.5M | 1.37% | +501+0.3% | Added |
| Principal Financial Group Inc | 172,097 | $14.4M | 0.01% | −15,491−8.3% | Reduced |
| Renaissance Technologies LLC | 171,800 | $14.3M | 0.02% | +91,500+113.9% | Added |
| Two Sigma Advisers, LP | 171,500 | $14.3M | 0.03% | +171,500 | New |
| Neumeier Poma Investment Counsel LLC | 164,855 | $13.8M | 1.26% | +53,345+47.8% | Added |
| Rhumbline Advisers | 163,988 | $13.7M | 0.01% | +2,059+1.3% | Added |
| Adage Capital Partners GP, L.L.C. | 162,958 | $13.6M | 0.03% | +162,958 | New |
| Third Avenue Management LLC | 149,284 | $12.5M | 2.14% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 140,900 | $11.8M | 0.22% | +51,100+56.9% | Added |
| BNP Paribas Arbitrage, SA | 124,203 | $10.4M | 0.01% | +99,692+406.7% | Added |
| Congress Asset Management Co | 117,554 | $9.81M | 0.07% | +14,789+14.4% | Added |
| Ameriprise Financial Inc | 116,889 | $9.75M | 0.00% | −551,763−82.5% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 114,357 | $9.54M | 2.22% | +114,357 | New |
| Invesco Ltd. | 112,745 | $9.41M | 0.00% | +26,686+31.0% | Added |
| Captrust Financial Advisors | 109,614 | $9.14M | 0.03% | +747+0.7% | Added |
| UBS Asset Management Americas Inc | 109,467 | $9.13M | 0.00% | +46,362+73.5% | Added |
| Mutual of America Capital Management LLC | 106,097 | $8.85M | 0.10% | −1,606−1.5% | Reduced |
| First Trust Advisors LP | 101,670 | $8.48M | 0.01% | +13,248+15.0% | Added |
| Gator Capital Management, LLC | 100,650 | $8.40M | 4.26% | −2,300−2.2% | Reduced |
| Alliancebernstein L.P. | 94,341 | $7.87M | 0.00% | −1,054−1.1% | Reduced |
| STRS Ohio | 92,600 | $7.72M | 0.03% | −1,200−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 91,485 | $7.63M | 0.01% | +59,723+188.0% | Added |
| Swiss National Bank | 91,100 | $7.60M | 0.01% | +300+0.3% | Added |
| Legal & General Group Plc | 88,603 | $7.39M | 0.00% | −4,934−5.3% | Reduced |
| Peregrine Capital Management LLC | 87,600 | $7.31M | 0.21% | +87,600 | New |
| California Public Employees Retirement System | 86,699 | $7.23M | 0.01% | −5,398−5.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 83,532 | $6.97M | 0.03% | +12,385+17.4% | Added |
| Rafferty Asset Management, LLC | 81,178 | $6.77M | 0.03% | +31,458+63.3% | Added |
| Prudential Financial Inc | 81,127 | $6.77M | 0.01% | +69,089+573.9% | Added |
| Cubist Systematic Strategies, LLC | 80,594 | $6.72M | 0.12% | +72,978+958.2% | Added |
| Corebridge Financial, Inc. | 79,285 | $6.61M | 0.04% | +79,285 | New |
| Brown Advisory Inc | 75,469 | $6.30M | 0.01% | −336,234−81.7% | Reduced |
| Maltese Capital Management LLC | 72,578 | $6.05M | 1.12% | +72,578 | New |
| Deutsche Bank AG | 69,244 | $5.78M | 0.00% | −1,951−2.7% | Reduced |
| Man Group plc | 68,884 | $5.75M | 0.02% | +16,147+30.6% | Added |
| New York State Teachers Retirement System | 68,512 | $5.71M | 0.01% | −5,500−7.4% | Reduced |
| Bank of Montreal | 67,802 | $5.66M | 0.00% | +62,545+1,189.7% | Added |
| Citigroup Inc | 67,001 | $5.59M | 0.01% | +11,229+20.1% | Added |
| Barclays PLC | 61,107 | $5.10M | 0.00% | −49,748−44.9% | Reduced |
| Envestnet Asset Management Inc | 60,494 | $5.05M | 0.00% | −12,951−17.6% | Reduced |
| Systematic Financial Management LP | 59,495 | $4.96M | 0.15% | +59,495 | New |
| Great Lakes Advisors, LLC | 58,892 | $4.91M | 0.04% | +210+0.4% | Added |
| Voya Investment Management LLC | 58,684 | $4.90M | 0.00% | −10,973−15.8% | Reduced |
| Algert Global LLC | 57,718 | $4.81M | 0.16% | +4,663+8.8% | Added |
| Schonfeld Strategic Advisors LLC | 56,851 | $4.74M | 0.04% | −16,156−22.1% | Reduced |
| Retirement Systems of Alabama | 54,145 | $4.52M | 0.02% | −703−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 53,900 | $4.50M | 0.00% | +200+0.4% | Added |
| Jane Street Group, LLC | 52,810 | $4.41M | 0.00% | +25,073+90.4% | Added |
| NFJ Investment Group, LLC | 49,012 | $4.09M | 0.13% | −3,936−7.4% | Reduced |
| MetLife Investment Management | 48,183 | $4.02M | 0.02% | +2,792+6.2% | Added |
| Financial Counselors Inc | 46,822 | $3.91M | 0.06% | +10,333+28.3% | Added |
| Wedge Capital Management L L P | 45,644 | $3.81M | 0.07% | +45,644 | New |
| California State Teachers Retirement System | 45,278 | $3.78M | 0.00% | −638−1.4% | Reduced |
| Wells Fargo & Company | 44,954 | $3.75M | 0.00% | +4,380+10.8% | Added |
| GHP Investment Advisors, Inc. | 44,105 | $3.68M | 0.18% | −204−0.5% | Reduced |
| Commerce Bank | 41,566 | $3.47M | 0.02% | +844+2.1% | Added |
| Federated Hermes, Inc. | 41,211 | $3.44M | 0.01% | +34,560+519.6% | Added |
| Thrivent Financial for Lutherans | 39,758 | $3.32M | 0.01% | +20,703+108.6% | Added |
| Creative Planning | 39,657 | $3.31M | 0.00% | +2,453+6.6% | Added |
| Interval Partners, LP | 39,394 | $3.29M | 0.10% | +39,394 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 39,000 | $3.25M | 0.01% | +39,000 | New |
| Great West Life Assurance Co | 36,279 | $3.02M | 0.01% | +3,432+10.4% | Added |
| Hussman Strategic Advisors, Inc. | 31,500 | $2.63M | 0.72% | +31,500 | New |
| Price T Rowe Associates Inc | 31,357 | $2.62M | 0.00% | +1,602+5.4% | Added |