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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Clear Point Advisors Inc. | 1 | $83 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $250 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3 | $250 | 0.00% | +3 | New |
| Huntington National Bank | 4 | $334 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $417 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $501 | 0.00% | +1+20.0% | Added |
| Steward Partners Investment Advisory, LLC | 10 | $834 | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 11 | $918 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $918 | 0.00% | +1+10.0% | Added |
| NBC Securities, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $1.04K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $1.17K | 0.00% | −1−6.7% | Reduced |
| Bell Investment Advisors, Inc | 22 | $1.84K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 25 | $2.00K | 0.00% | −8−24.2% | Reduced |
| Hexagon Capital Partners LLC | 29 | $2.42K | 0.00% | +29 | New |
| Principal Securities, Inc. | 32 | $2.67K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 32 | $2.67K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 35 | $2.87K | 0.00% | +12+52.2% | Added |
| Manchester Capital Management LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 35 | $3.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $3.34K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 44 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $5.00K | 0.00% | −2−3.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 60 | $5.00K | 0.00% | +60 | New |
| Key Financial Inc | 63 | $5.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $5.44K | 0.00% | +18+37.5% | Added |
| Private Trust Co NA | 70 | $5.84K | 0.00% | +5+7.7% | Added |
| Quent Capital, LLC | 82 | $6.84K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 88 | $8.00K | 0.00% | +88 | New |
| EverSource Wealth Advisors, LLC | 94 | $9.59K | 0.00% | +2+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 128 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 176 | $14.7K | 0.00% | −87−33.1% | Reduced |
| Larson Financial Group LLC | 204 | $17.1K | 0.00% | +1+0.5% | Added |
| Raffa Wealth Management, LLC | 208 | $17.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 248 | $20.7K | 0.01% | +1+0.4% | Added |
| GAMMA Investing LLC | 260 | $21.7K | 0.00% | +109+72.2% | Added |
| SRS Capital Advisors, Inc. | 260 | $21.7K | 0.00% | +252+3,150.0% | Added |
| Lindbrook Capital, LLC | 270 | $22.5K | 0.00% | +21+8.4% | Added |
| City State Bank | 300 | $25.0K | 0.01% | −500−62.5% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 329 | $27.0K | 0.02% | −157−32.3% | Reduced |
| Allworth Financial LP | 367 | $34.8K | 0.00% | +205+126.5% | Added |
| Fifth Third Bancorp | 422 | $35.2K | 0.00% | +56+15.3% | Added |
| JJJ Advisors Inc. | 465 | $38.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 470 | $39.2K | 0.00% | +140+42.4% | Added |
| Missouri Trust & Investment Co | 500 | $41.7K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 546 | $45.6K | 0.00% | −460−45.7% | Reduced |
| First Horizon Advisors, Inc. | 581 | $48.5K | 0.00% | +34+6.2% | Added |
| GWM Advisors LLC | 651 | $54.3K | 0.00% | +40+6.5% | Added |
| Parallel Advisors, LLC | 748 | $62.4K | 0.00% | +1+0.1% | Added |
| EntryPoint Capital, LLC | 831 | $69.3K | 0.03% | +831 | New |
| Jones Financial Companies LLLP | 980 | $81.8K | 0.00% | −208−17.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,098 | $91.6K | 0.02% | −170−13.4% | Reduced |
| KBC Group NV | 1,314 | $110.0K | 0.00% | +256+24.2% | Added |
| Central Trust Co | 1,379 | $115.0K | 0.00% | −728−34.6% | Reduced |
| State of Wyoming | 1,454 | $121.3K | 0.02% | +878+152.4% | Added |
| SG Americas Securities, LLC | 1,462 | $122.0K | 0.00% | −3,064−67.7% | Reduced |
| 1620 Investment Advisors, Inc. | 1,535 | $128.1K | 0.10% | +1,535 | New |
| CWM, LLC | 1,941 | $162.0K | 0.00% | +129+7.1% | Added |
| CIBC Private Wealth Group, LLC | 2,356 | $191.8K | 0.00% | +2,161+1,108.2% | Added |
| Cerity Partners LLC | 2,452 | $204.5K | 0.00% | −516−17.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,465 | $205.6K | 0.02% | −1,908−43.6% | Reduced |
| Quadrant Capital Group LLC | 2,724 | $227.2K | 0.02% | −7−0.3% | Reduced |
| Kornitzer Capital Management Inc | 2,800 | $233.6K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,800 | $233.6K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,805 | $234.0K | 0.00% | −91−3.1% | Reduced |
| ETF Store, Inc. | 2,908 | $242.6K | 0.25% | −102−3.4% | Reduced |
| First National Advisers, LLC | 3,048 | $254.3K | 0.05% | +276+10.0% | Added |
| Public Employees Retirement Association of Colorado | 3,216 | $268.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,232 | $269.6K | 0.00% | +3,232 | New |
| Signaturefd, LLC | 3,475 | $289.9K | 0.01% | −72−2.0% | Reduced |
| WealthPLAN Partners, LLC | 3,483 | $290.6K | 0.03% | −2,614−42.9% | Reduced |
| Profund Advisors LLC | 3,493 | $291.4K | 0.01% | +220+6.7% | Added |
| Securian Asset Management, Inc | 3,498 | $291.8K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,510 | $292.8K | 0.12% | +3,510 | New |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $294.6K | 0.19% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 3,718 | $310.2K | 0.07% | +3,718 | New |
| Atwood & Palmer Inc | 3,778 | $315.2K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,800 | $317.0K | 0.19% | +3,800 | New |
| AlphaMark Advisors, LLC | 3,845 | $321.0K | 0.11% | +3,845 | New |
| JustInvest LLC | 3,880 | $323.7K | 0.01% | +754+24.1% | Added |
| Royal Bank of Canada | 3,883 | $325.0K | 0.00% | −6,150−61.3% | Reduced |
| Landscape Capital Management, L.L.C. | 3,910 | $326.2K | 0.03% | +3,910 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $333.7K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,018 | $335.2K | 0.01% | −500−11.1% | Reduced |
| Papp L Roy & Associates | 4,030 | $336.2K | 0.04% | −325−7.5% | Reduced |
| Graham Capital Management, L.P. | 4,048 | $337.7K | 0.01% | +4,048 | New |
| CWM Advisors, LLC | 4,215 | $351.6K | 0.04% | +96+2.3% | Added |
| Truist Financial Corp | 4,238 | $353.5K | 0.00% | +136+3.3% | Added |
| Tudor Investment Corp Et Al | 4,312 | $359.7K | 0.00% | +4,312 | New |
| Pitcairn Co | 4,352 | $363.0K | 0.02% | +317+7.9% | Added |
| Advantage Alpha Capital Partners LP | 4,410 | $367.9K | 0.08% | −464−9.5% | Reduced |
| WealthPlan Investment Management, LLC | 4,469 | $372.8K | 0.06% | −1,428−24.2% | Reduced |
| Assenagon Asset Management S.A. | 4,470 | $372.9K | 0.00% | −112,522−96.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,549 | $379.5K | 0.23% | −9−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,553 | $379.8K | 0.00% | +1,246+37.7% | Added |