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 |
|---|---|---|---|---|---|
| Sanibel Captiva Trust Company, Inc. | 4,574 | $381.6K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,721 | $393.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,800 | $400.4K | 0.01% | +4,800 | New |
| State of Wisconsin Investment Board | 4,930 | $411.3K | 0.00% | −4,651−48.5% | Reduced |
| Black Maple Capital Management LP | 5,000 | $417.1K | 0.31% | +5,000 | New |
| Atria Investments LLC | 5,110 | $426.3K | 0.01% | +5,110 | New |
| Pictet Asset Management Holding SA | 5,297 | $441.9K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,550 | $463.0K | 0.00% | +2,099+60.8% | Added |
| Mackenzie Financial Corp | 5,575 | $465.1K | 0.00% | +2,846+104.3% | Added |
| Atria Wealth Solutions, Inc. | 5,602 | $469.5K | 0.01% | +14+0.3% | Added |
| The PNC Financial Services Group, Inc. | 5,733 | $478.2K | 0.00% | −34−0.6% | Reduced |
| State Board of Administration of Florida Retirement System | 5,851 | $488.1K | 0.00% | −2,070−26.1% | Reduced |
| Summit Global Investments | 5,977 | $499.0K | 0.03% | −8,853−59.7% | Reduced |
| Xponance, Inc. | 5,986 | $499.4K | 0.01% | −339−5.4% | Reduced |
| Bailard, Inc. | 6,216 | $518.5K | 0.01% | −3,713−37.4% | Reduced |
| Inceptionr LLC | 6,250 | $521.4K | 0.15% | +6,250 | New |
| HSBC Holdings PLC | 6,312 | $524.2K | 0.00% | −9,020−58.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,425 | $536.0K | 0.01% | −1,585−19.8% | Reduced |
| Country Club Bank | 6,646 | $545.4K | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,578 | $548.7K | 0.00% | +69+1.1% | Added |
| Commonwealth Equity Services, LLC | 6,659 | $556.0K | 0.00% | +2,538+61.6% | Added |
| Quantedge Capital Pte Ltd | 6,700 | $558.9K | 0.20% | +1,600+31.4% | Added |
| Pathstone Holdings, LLC | 7,247 | $605.9K | 0.00% | +361+5.2% | Added |
| Lazard Asset Management LLC | 7,358 | $613.0K | 0.00% | +2,590+54.3% | Added |
| Kavar Capital Partners Group, LLC | 7,402 | $617.5K | 0.11% | −203−2.7% | Reduced |
| LPL Financial LLC | 7,664 | $639.4K | 0.00% | +3,069+66.8% | Added |
| Brevan Howard Capital Management LP | 7,668 | $639.7K | 0.04% | +7,668 | New |
| Cornercap Investment Counsel Inc | 7,741 | $645.8K | 0.11% | +7,741 | New |
| Cambridge Investment Research Advisors, Inc. | 8,060 | $672.0K | 0.00% | +52+0.6% | Added |
| Edgestream Partners, L.P. | 8,310 | $693.2K | 0.03% | +8,310 | New |
| Quadrature Capital Ltd | 8,495 | $708.7K | 0.01% | +8,495 | New |
| Engineers Gate Manager LP | 8,619 | $719.0K | 0.02% | +8,619 | New |
| New Mexico Educational Retirement Board | 8,900 | $742.0K | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,030 | $753.0K | 0.00% | −900−9.1% | Reduced |
| Oregon Public Employees Retirement Fund | 9,066 | $756.3K | 0.01% | −1,700−15.8% | Reduced |
| PDT Partners, LLC | 9,116 | $760.5K | 0.07% | −8,524−48.3% | Reduced |
| Atom Investors LP | 9,237 | $770.6K | 0.08% | +4,186+82.9% | Added |
| Financial Advisory Service, Inc. | 9,241 | $770.9K | 0.07% | +1,887+25.7% | Added |
| Keybank National Association | 9,400 | $784.1K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 9,454 | $788.7K | 0.06% | −42−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,458 | $789.0K | 0.00% | −2,690−22.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,723 | $811.1K | 0.01% | +61+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,791 | $816.8K | 0.02% | +49+0.5% | Added |
| Intech Investment Management LLC | 9,804 | $817.9K | 0.01% | +9,804 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,455 | $872.2K | 0.00% | +1,476+16.4% | Added |
| State of Michigan Retirement System | 10,541 | $879.3K | 0.00% | −200−1.9% | Reduced |
| Convergence Investment Partners, LLC | 10,708 | $893.3K | 0.26% | +10,708 | New |
| Guggenheim Capital LLC | 11,079 | $924.2K | 0.01% | −2,606−19.0% | Reduced |
| Winton Group Ltd | 11,283 | $941.2K | 0.06% | −1,273−10.1% | Reduced |
| Qube Research & Technologies Ltd | 11,359 | $947.6K | 0.00% | +996+9.6% | Added |
| Louisiana State Employees Retirement System | 12,400 | $1.03M | 0.02% | −200−1.6% | Reduced |
| Raymond James & Associates | 12,451 | $1.04M | 0.00% | +9,666+347.1% | Added |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.06M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 12,962 | $1.08M | 0.01% | +291+2.3% | Added |
| US Bancorp | 13,086 | $1.09M | 0.00% | +106+0.8% | Added |
| Paragon Capital Management LLC | 13,463 | $1.12M | 0.61% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 13,751 | $1.15M | 0.04% | −401−2.8% | Reduced |
| King Luther Capital Management Corp | 14,296 | $1.19M | 0.01% | +14,296 | New |
| Teachers Retirement System of the State of Kentucky | 14,642 | $1.22M | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 15,179 | $1.27M | 0.00% | +15,179 | New |
| Allianz Asset Management GmbH | 15,866 | $1.32M | 0.00% | +8,933+128.8% | Added |
| ClariVest Asset Management LLC | 15,888 | $1.33M | 0.14% | +9,821+161.9% | Added |
| Ensign Peak Advisors, Inc | 16,879 | $1.41M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 16,978 | $1.42M | 0.00% | −346−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 17,261 | $1.44M | 0.02% | +16,509+2,195.3% | Added |
| HRT Financial LP | 17,489 | $1.46M | 0.01% | +17,489 | New |
| Public Employees Retirement System of Ohio | 17,715 | $1.48M | 0.01% | −1,051−5.6% | Reduced |
| Quest Partners LLC | 17,784 | $1.48M | 0.20% | +10,498+144.1% | Added |
| Hennessy Advisors Inc | 18,000 | $1.50M | 0.06% | +18,000 | New |
| Janus Henderson Group PLC | 18,111 | $1.51M | 0.00% | −30,119−62.4% | Reduced |
| Yousif Capital Management, LLC | 18,384 | $1.53M | 0.02% | −1,420−7.2% | Reduced |
| Nisa Investment Advisors, LLC | 18,400 | $1.54M | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 18,529 | $1.55M | 0.01% | −4,100−18.1% | Reduced |
| Teacher Retirement System of Texas | 18,851 | $1.57M | 0.01% | +72+0.4% | Added |
| Natixis Advisors, L.P. | 19,132 | $1.60M | 0.00% | +19,132 | New |
| New York State Common Retirement Fund | 19,374 | $1.62M | 0.00% | +1,305+7.2% | Added |
| AXA S.A. | 19,463 | $1.62M | 0.00% | +11,172+134.7% | Added |
| Keeley-Teton Advisors, LLC | 20,431 | $1.70M | 0.22% | −469−2.2% | Reduced |
| First National Bank of Omaha | 20,948 | $1.75M | 0.11% | +317+1.5% | Added |
| Amalgamated Bank | 21,328 | $1.78M | 0.02% | −1,593−6.9% | Reduced |
| Meritage Portfolio Management | 21,721 | $1.81M | 0.11% | 00.0% | Unchanged |
| EJF Capital LLC | 21,981 | $1.83M | 1.36% | −5,942−21.3% | Reduced |
| Susquehanna International Group, LLP | 22,484 | $1.88M | 0.00% | +6,648+42.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 22,778 | $1.90M | 0.00% | +22,778 | New |
| Bridgeway Capital Management, LLC | 23,300 | $1.94M | 0.05% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 23,300 | $1.94M | 0.00% | +23,300 | New |
| State of New Jersey Common Pension Fund D | 23,927 | $2.00M | 0.01% | −11,454−32.4% | Reduced |
| State of Tennessee, Treasury Department | 25,647 | $2.14M | 0.01% | −18,353−41.7% | Reduced |
| Mercer Global Advisors Inc | 26,842 | $2.24M | 0.01% | +94+0.4% | Added |
| Jump Financial, LLC | 27,652 | $2.31M | 0.05% | +24,367+741.8% | Added |
| Russell Investments Group, Ltd. | 30,031 | $2.51M | 0.00% | +150.0% | Added |
| Squarepoint Ops LLC | 31,074 | $2.59M | 0.01% | +31,074 | New |
| Comerica Bank | 31,219 | $2.60M | 0.01% | +12,690+68.5% | Added |
| Price T Rowe Associates Inc | 31,357 | $2.62M | 0.00% | +1,602+5.4% | Added |
| Hussman Strategic Advisors, Inc. | 31,500 | $2.63M | 0.72% | +31,500 | New |
| Great West Life Assurance Co | 36,279 | $3.02M | 0.01% | +3,432+10.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 39,000 | $3.25M | 0.01% | +39,000 | New |
| Interval Partners, LP | 39,394 | $3.29M | 0.10% | +39,394 | New |
| Creative Planning | 39,657 | $3.31M | 0.00% | +2,453+6.6% | Added |
| Thrivent Financial for Lutherans | 39,758 | $3.32M | 0.01% | +20,703+108.6% | Added |