Umb Financial Corp

UMBF

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000101382

SEC filings (opens in a new tab)

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

Q2 2024 vs. Q1 2024

How the institutions holding Umb Financial Corp changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of UMBF: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	272	1	293	+22
Shares	42.5M	61.9K	49.1M	+6.67M (+15.7%)
Value	$3.70B	$5.38M	$4.10B	+$405.7M (+11.0%)

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Umb Financial Corp at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to UMBF in Q2 2024
Institution	Shares	Value	% of portfolio
Azora Capital LP	411,942	$34.4M	1.96%
Basswood Capital Management, L.L.C.	232,881	$19.4M	1.26%
Two Sigma Advisers, LP	171,500	$14.3M	0.03%
Adage Capital Partners GP, L.L.C.	162,958	$13.6M	0.03%
Philadelphia Financial Management of San Francisco, LLC	114,357	$9.54M	2.22%
Peregrine Capital Management LLC	87,600	$7.31M	0.21%
Corebridge Financial, Inc.	79,285	$6.61M	0.04%
Maltese Capital Management LLC	72,578	$6.05M	1.12%
Systematic Financial Management LP	59,495	$4.96M	0.15%
Wedge Capital Management L L P	45,644	$3.81M	0.07%
Interval Partners, LP	39,394	$3.29M	0.10%
Healthcare of Ontario Pension Plan Trust Fund	39,000	$3.25M	0.01%
Hussman Strategic Advisors, Inc.	31,500	$2.63M	0.72%
Squarepoint Ops LLC	31,074	$2.59M	0.01%
Canada Pension Plan Investment Board	23,300	$1.94M	0.00%
Mirae Asset Global ETFs Holdings Ltd.	22,778	$1.90M	0.00%
Natixis Advisors, L.P.	19,132	$1.60M	0.00%
Hennessy Advisors Inc	18,000	$1.50M	0.06%
HRT Financial LP	17,489	$1.46M	0.01%
Danske Bank A/S	15,179	$1.27M	0.00%
King Luther Capital Management Corp	14,296	$1.19M	0.01%
Convergence Investment Partners, LLC	10,708	$893.3K	0.26%
Intech Investment Management LLC	9,804	$817.9K	0.01%
Engineers Gate Manager LP	8,619	$719.0K	0.02%
Quadrature Capital Ltd	8,495	$708.7K	0.01%
Edgestream Partners, L.P.	8,310	$693.2K	0.03%
Cornercap Investment Counsel Inc	7,741	$645.8K	0.11%
Brevan Howard Capital Management LP	7,668	$639.7K	0.04%
Inceptionr LLC	6,250	$521.4K	0.15%
Atria Investments LLC	5,110	$426.3K	0.01%
Black Maple Capital Management LP	5,000	$417.1K	0.31%
Aquatic Capital Management LLC	4,800	$400.4K	0.01%
Tudor Investment Corp Et Al	4,312	$359.7K	0.00%
Graham Capital Management, L.P.	4,048	$337.7K	0.01%
Landscape Capital Management, L.L.C.	3,910	$326.2K	0.03%
AlphaMark Advisors, LLC	3,845	$321.0K	0.11%
nVerses Capital, LLC	3,800	$317.0K	0.19%
Gallagher Fiduciary Advisors, LLC	3,718	$310.2K	0.07%
Bridgefront Capital, LLC	3,510	$292.8K	0.12%
Vontobel Holding Ltd.	3,232	$269.6K	0.00%
1620 Investment Advisors, Inc.	1,535	$128.1K	0.10%
EntryPoint Capital, LLC	831	$69.3K	0.03%
Picton Mahoney Asset Management	88	$8.00K	0.00%
Ashton Thomas Private Wealth, LLC	60	$5.00K	0.00%
Global Retirement Partners, LLC	40	$3.34K	0.00%
Hexagon Capital Partners LLC	29	$2.42K	0.00%
Ronald Blue Trust, Inc.	12	$1.04K	0.00%
Steward Partners Investment Advisory, LLC	10	$834	0.00%
Huntington National Bank	4	$334	0.00%
Quarry LP	3	$250	0.00%
Clear Point Advisors Inc.	1	$83	0.00%

Sold out (29)

Institutions that held Umb Financial Corp at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of UMBF in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
American International Group, Inc.	79,300	$6.90M
Boothbay Fund Management, LLC	44,015	$3.83M
Texas Permanent School Fund	38,226	$3.33M
Elizabeth Park Capital Advisors, Ltd.	34,148	$2.97M
PMC FIG Opportunities LLC	26,058	$2.27M
Arrowstreet Capital, Limited Partnership	20,367	$1.77M
Kennedy Capital Management, Inc.	14,201	$1.24M
FJ Capital Management LLC	13,301	$1.16M
Mirae Asset Global Investments Co., Ltd.	19,104	$1.12M
Jackson Creek Investment Advisors LLC	12,412	$1.08M
Versor Investments LP	6,900	$600.2K
Walleye Capital LLC	6,805	$592.0K
Point72 Asset Management, L.P.	4,900	$426.3K
Vestcor Inc	4,773	$415.0K
Savant Capital, LLC	4,744	$412.7K
Wolverine Asset Management LLC	4,429	$385.3K
New York Life Investment Management LLC	4,327	$376.4K
Occudo Quantitative Strategies LP	3,762	$327.3K
Catalyst Funds Management Pty Ltd	3,590	$312.3K
Crossmark Global Holdings, Inc.	2,752	$239.0K
HighTower Advisors, LLC	2,363	$207.0K
Metropolitan Life Insurance Co	2,328	$202.5K
National Bank of Canada	277	$22.8K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	213	$18.5K
Headlands Technologies LLC	124	$10.8K
FNY Investment Advisers, LLC	50	$4.00K
Clearstead Advisors, LLC	47	$3.94K
Park Place Capital Corp	39	$3.39K
Concord Wealth Partners	25	$2.17K

Not filed for Q2 2024 yet (1)

Institutions that held Umb Financial Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMBF in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	61,881	$5.38M