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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 41,211 | $3.44M | 0.01% | +34,560+519.6% | Added |
| Commerce Bank | 41,566 | $3.47M | 0.02% | +844+2.1% | Added |
| GHP Investment Advisors, Inc. | 44,105 | $3.68M | 0.18% | −204−0.5% | Reduced |
| Wells Fargo & Company | 44,954 | $3.75M | 0.00% | +4,380+10.8% | Added |
| California State Teachers Retirement System | 45,278 | $3.78M | 0.00% | −638−1.4% | Reduced |
| Wedge Capital Management L L P | 45,644 | $3.81M | 0.07% | +45,644 | New |
| Financial Counselors Inc | 46,822 | $3.91M | 0.06% | +10,333+28.3% | Added |
| MetLife Investment Management | 48,183 | $4.02M | 0.02% | +2,792+6.2% | Added |
| NFJ Investment Group, LLC | 49,012 | $4.09M | 0.13% | −3,936−7.4% | Reduced |
| Jane Street Group, LLC | 52,810 | $4.41M | 0.00% | +25,073+90.4% | Added |
| Manufacturers Life Insurance Company, The | 53,900 | $4.50M | 0.00% | +200+0.4% | Added |
| Retirement Systems of Alabama | 54,145 | $4.52M | 0.02% | −703−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 56,851 | $4.74M | 0.04% | −16,156−22.1% | Reduced |
| Algert Global LLC | 57,718 | $4.81M | 0.16% | +4,663+8.8% | Added |
| Voya Investment Management LLC | 58,684 | $4.90M | 0.00% | −10,973−15.8% | Reduced |
| Great Lakes Advisors, LLC | 58,892 | $4.91M | 0.04% | +210+0.4% | Added |
| Systematic Financial Management LP | 59,495 | $4.96M | 0.15% | +59,495 | New |
| Envestnet Asset Management Inc | 60,494 | $5.05M | 0.00% | −12,951−17.6% | Reduced |
| Barclays PLC | 61,107 | $5.10M | 0.00% | −49,748−44.9% | Reduced |
| Citigroup Inc | 67,001 | $5.59M | 0.01% | +11,229+20.1% | Added |
| Bank of Montreal | 67,802 | $5.66M | 0.00% | +62,545+1,189.7% | Added |
| New York State Teachers Retirement System | 68,512 | $5.71M | 0.01% | −5,500−7.4% | Reduced |
| Man Group plc | 68,884 | $5.75M | 0.02% | +16,147+30.6% | Added |
| Deutsche Bank AG | 69,244 | $5.78M | 0.00% | −1,951−2.7% | Reduced |
| Maltese Capital Management LLC | 72,578 | $6.05M | 1.12% | +72,578 | New |
| Brown Advisory Inc | 75,469 | $6.30M | 0.01% | −336,234−81.7% | Reduced |
| Corebridge Financial, Inc. | 79,285 | $6.61M | 0.04% | +79,285 | New |
| Cubist Systematic Strategies, LLC | 80,594 | $6.72M | 0.12% | +72,978+958.2% | Added |
| Prudential Financial Inc | 81,127 | $6.77M | 0.01% | +69,089+573.9% | Added |
| Rafferty Asset Management, LLC | 81,178 | $6.77M | 0.03% | +31,458+63.3% | Added |
| Jacobs Levy Equity Management, Inc | 83,532 | $6.97M | 0.03% | +12,385+17.4% | Added |
| California Public Employees Retirement System | 86,699 | $7.23M | 0.01% | −5,398−5.9% | Reduced |
| Peregrine Capital Management LLC | 87,600 | $7.31M | 0.21% | +87,600 | New |
| Legal & General Group Plc | 88,603 | $7.39M | 0.00% | −4,934−5.3% | Reduced |
| Swiss National Bank | 91,100 | $7.60M | 0.01% | +300+0.3% | Added |
| D. E. Shaw & Co., Inc. | 91,485 | $7.63M | 0.01% | +59,723+188.0% | Added |
| STRS Ohio | 92,600 | $7.72M | 0.03% | −1,200−1.3% | Reduced |
| Alliancebernstein L.P. | 94,341 | $7.87M | 0.00% | −1,054−1.1% | Reduced |
| Gator Capital Management, LLC | 100,650 | $8.40M | 4.26% | −2,300−2.2% | Reduced |
| First Trust Advisors LP | 101,670 | $8.48M | 0.01% | +13,248+15.0% | Added |
| Mutual of America Capital Management LLC | 106,097 | $8.85M | 0.10% | −1,606−1.5% | Reduced |
| UBS Asset Management Americas Inc | 109,467 | $9.13M | 0.00% | +46,362+73.5% | Added |
| Captrust Financial Advisors | 109,614 | $9.14M | 0.03% | +747+0.7% | Added |
| Invesco Ltd. | 112,745 | $9.41M | 0.00% | +26,686+31.0% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 114,357 | $9.54M | 2.22% | +114,357 | New |
| Ameriprise Financial Inc | 116,889 | $9.75M | 0.00% | −551,763−82.5% | Reduced |
| Congress Asset Management Co | 117,554 | $9.81M | 0.07% | +14,789+14.4% | Added |
| BNP Paribas Arbitrage, SA | 124,203 | $10.4M | 0.01% | +99,692+406.7% | Added |
| Ceredex Value Advisors LLC | 140,900 | $11.8M | 0.22% | +51,100+56.9% | Added |
| Third Avenue Management LLC | 149,284 | $12.5M | 2.14% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 162,958 | $13.6M | 0.03% | +162,958 | New |
| Rhumbline Advisers | 163,988 | $13.7M | 0.01% | +2,059+1.3% | Added |
| Neumeier Poma Investment Counsel LLC | 164,855 | $13.8M | 1.26% | +53,345+47.8% | Added |
| Two Sigma Advisers, LP | 171,500 | $14.3M | 0.03% | +171,500 | New |
| Renaissance Technologies LLC | 171,800 | $14.3M | 0.02% | +91,500+113.9% | Added |
| Principal Financial Group Inc | 172,097 | $14.4M | 0.01% | −15,491−8.3% | Reduced |
| Tributary Capital Management, LLC | 198,107 | $16.5M | 1.37% | +501+0.3% | Added |
| SEI Investments Co | 216,442 | $18.1M | 0.03% | +46,079+27.0% | Added |
| UBS Group AG | 219,046 | $18.3M | 0.01% | +166,291+315.2% | Added |
| Basswood Capital Management, L.L.C. | 232,881 | $19.4M | 1.26% | +232,881 | New |
| Two Sigma Investments, LP | 265,665 | $22.2M | 0.05% | +262,881+9,442.6% | Added |
| Fisher Asset Management, LLC | 267,571 | $22.3M | 0.01% | −139,956−34.3% | Reduced |
| Norges Bank | 270,802 | $22.6M | 0.00% | −205,696−43.2% | Reduced |
| Franklin Resources Inc | 286,057 | $23.9M | 0.01% | +225,136+369.6% | Added |
| Nuveen Asset Management, LLC | 292,331 | $24.4M | 0.01% | +4,871+1.7% | Added |
| Voloridge Investment Management, LLC | 295,053 | $24.6M | 0.09% | +227,233+335.1% | Added |
| AQR Capital Management LLC | 299,270 | $24.6M | 0.04% | +102,467+52.1% | Added |
| Boston Trust Walden Corp | 310,239 | $25.9M | 0.19% | −377,983−54.9% | Reduced |
| GW&K Investment Management, LLC | 334,083 | $27.9M | 0.25% | +95,511+40.0% | Added |
| JPMorgan Chase & Co | 363,572 | $30.3M | 0.00% | +154,244+73.7% | Added |
| Morgan Stanley | 394,917 | $32.9M | 0.00% | +67,225+20.5% | Added |
| Azora Capital LP | 411,942 | $34.4M | 1.96% | +411,942 | New |
| Bank of America Corp | 444,731 | $37.1M | 0.00% | +147,164+49.5% | Added |
| Massachusetts Financial Services Co | 517,622 | $43.2M | 0.01% | +90,297+21.1% | Added |
| Global Alpha Capital Management Ltd. | 542,759 | $45.3M | 3.30% | +16,800+3.2% | Added |
| Charles Schwab Investment Management Inc | 556,050 | $46.4M | 0.01% | +4,991+0.9% | Added |
| Northern Trust Corp | 560,159 | $46.7M | 0.01% | +26,532+5.0% | Added |
| Bank of New York Mellon Corp | 576,200 | $48.1M | 0.01% | −299,442−34.2% | Reduced |
| Goldman Sachs Group Inc | 592,849 | $49.5M | 0.01% | +228,970+62.9% | Added |
| Millennium Management LLC | 733,734 | $61.2M | 0.05% | +623,751+567.1% | Added |
| ProShare Advisors LLC | 752,576 | $62.8M | 0.17% | +381,278+102.7% | Added |
| FMR LLC | 924,888 | $77.2M | 0.00% | +612,452+196.0% | Added |
| Geode Capital Management, LLC | 1,093,160 | $91.2M | 0.01% | +56,740+5.5% | Added |
| Dimensional Fund Advisors LP | 1,689,895 | $141.0M | 0.04% | +100,000+6.3% | Added |
| American Century Companies Inc | 1,752,524 | $146.2M | 0.09% | +111,090+6.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,954,762 | $163.1M | 0.27% | +49,690+2.6% | Added |
| Victory Capital Management Inc | 1,999,475 | $166.8M | 0.17% | −12,501−0.6% | Reduced |
| Citadel Advisors LLC | 2,195,327 | $183.1M | 0.18% | +2,173,356+9,891.9% | Added |
| Wellington Management Group LLP | 2,599,787 | $216.9M | 0.04% | +699,724+36.8% | Added |
| State Street Corp | 2,829,701 | $237.1M | 0.01% | +95,146+3.5% | Added |
| Vanguard Group Inc | 4,494,347 | $374.9M | 0.01% | −211,038−4.5% | Reduced |
| Umb Bank N A | 5,115,694 | $426.8M | 7.00% | −125,937−2.4% | Reduced |
| BlackRock Inc. | 5,973,310 | $498.3M | 0.01% | +94,062+1.6% | Added |
| American International Group, Inc. | 0 | $0 | 0.00% | −79,300−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −44,015−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −38,226−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −34,148−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −26,058−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −20,367−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −14,201−100.0% | Sold out |