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 |
|---|---|---|---|---|---|
| Comerica Bank | 31,219 | $2.60M | 0.01% | +12,690+68.5% | Added |
| Squarepoint Ops LLC | 31,074 | $2.59M | 0.01% | +31,074 | New |
| Russell Investments Group, Ltd. | 30,031 | $2.51M | 0.00% | +150.0% | Added |
| Jump Financial, LLC | 27,652 | $2.31M | 0.05% | +24,367+741.8% | Added |
| Mercer Global Advisors Inc | 26,842 | $2.24M | 0.01% | +94+0.4% | Added |
| State of Tennessee, Treasury Department | 25,647 | $2.14M | 0.01% | −18,353−41.7% | Reduced |
| State of New Jersey Common Pension Fund D | 23,927 | $2.00M | 0.01% | −11,454−32.4% | Reduced |
| 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 |
| Mirae Asset Global ETFs Holdings Ltd. | 22,778 | $1.90M | 0.00% | +22,778 | New |
| Susquehanna International Group, LLP | 22,484 | $1.88M | 0.00% | +6,648+42.0% | Added |
| EJF Capital LLC | 21,981 | $1.83M | 1.36% | −5,942−21.3% | Reduced |
| Meritage Portfolio Management | 21,721 | $1.81M | 0.11% | 00.0% | Unchanged |
| Amalgamated Bank | 21,328 | $1.78M | 0.02% | −1,593−6.9% | Reduced |
| First National Bank of Omaha | 20,948 | $1.75M | 0.11% | +317+1.5% | Added |
| Keeley-Teton Advisors, LLC | 20,431 | $1.70M | 0.22% | −469−2.2% | Reduced |
| AXA S.A. | 19,463 | $1.62M | 0.00% | +11,172+134.7% | Added |
| New York State Common Retirement Fund | 19,374 | $1.62M | 0.00% | +1,305+7.2% | Added |
| Natixis Advisors, L.P. | 19,132 | $1.60M | 0.00% | +19,132 | New |
| Teacher Retirement System of Texas | 18,851 | $1.57M | 0.01% | +72+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 18,529 | $1.55M | 0.01% | −4,100−18.1% | Reduced |
| Nisa Investment Advisors, LLC | 18,400 | $1.54M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 18,384 | $1.53M | 0.02% | −1,420−7.2% | Reduced |
| Janus Henderson Group PLC | 18,111 | $1.51M | 0.00% | −30,119−62.4% | Reduced |
| Hennessy Advisors Inc | 18,000 | $1.50M | 0.06% | +18,000 | New |
| Quest Partners LLC | 17,784 | $1.48M | 0.20% | +10,498+144.1% | Added |
| Public Employees Retirement System of Ohio | 17,715 | $1.48M | 0.01% | −1,051−5.6% | Reduced |
| HRT Financial LP | 17,489 | $1.46M | 0.01% | +17,489 | New |
| Tower Research Capital LLC (TRC) | 17,261 | $1.44M | 0.02% | +16,509+2,195.3% | Added |
| Mariner, LLC | 16,978 | $1.42M | 0.00% | −346−2.0% | Reduced |
| Ensign Peak Advisors, Inc | 16,879 | $1.41M | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 15,888 | $1.33M | 0.14% | +9,821+161.9% | Added |
| Allianz Asset Management GmbH | 15,866 | $1.32M | 0.00% | +8,933+128.8% | Added |
| Danske Bank A/S | 15,179 | $1.27M | 0.00% | +15,179 | New |
| Teachers Retirement System of the State of Kentucky | 14,642 | $1.22M | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 14,296 | $1.19M | 0.01% | +14,296 | New |
| Ameritas Investment Partners, Inc. | 13,751 | $1.15M | 0.04% | −401−2.8% | Reduced |
| Paragon Capital Management LLC | 13,463 | $1.12M | 0.61% | 00.0% | Unchanged |
| US Bancorp | 13,086 | $1.09M | 0.00% | +106+0.8% | Added |
| Arizona State Retirement System | 12,962 | $1.08M | 0.01% | +291+2.3% | Added |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.06M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 12,451 | $1.04M | 0.00% | +9,666+347.1% | Added |
| Louisiana State Employees Retirement System | 12,400 | $1.03M | 0.02% | −200−1.6% | Reduced |
| Qube Research & Technologies Ltd | 11,359 | $947.6K | 0.00% | +996+9.6% | Added |
| Winton Group Ltd | 11,283 | $941.2K | 0.06% | −1,273−10.1% | Reduced |
| Guggenheim Capital LLC | 11,079 | $924.2K | 0.01% | −2,606−19.0% | Reduced |
| Convergence Investment Partners, LLC | 10,708 | $893.3K | 0.26% | +10,708 | New |
| State of Michigan Retirement System | 10,541 | $879.3K | 0.00% | −200−1.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,455 | $872.2K | 0.00% | +1,476+16.4% | Added |
| Intech Investment Management LLC | 9,804 | $817.9K | 0.01% | +9,804 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,791 | $816.8K | 0.02% | +49+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,723 | $811.1K | 0.01% | +61+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 9,458 | $789.0K | 0.00% | −2,690−22.1% | Reduced |
| Trust Point Inc. | 9,454 | $788.7K | 0.06% | −42−0.4% | Reduced |
| Keybank National Association | 9,400 | $784.1K | 0.00% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 9,241 | $770.9K | 0.07% | +1,887+25.7% | Added |
| Atom Investors LP | 9,237 | $770.6K | 0.08% | +4,186+82.9% | Added |
| PDT Partners, LLC | 9,116 | $760.5K | 0.07% | −8,524−48.3% | Reduced |
| Oregon Public Employees Retirement Fund | 9,066 | $756.3K | 0.01% | −1,700−15.8% | Reduced |
| Handelsbanken Fonder AB | 9,030 | $753.0K | 0.00% | −900−9.1% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $742.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,619 | $719.0K | 0.02% | +8,619 | New |
| Quadrature Capital Ltd | 8,495 | $708.7K | 0.01% | +8,495 | New |
| Edgestream Partners, L.P. | 8,310 | $693.2K | 0.03% | +8,310 | New |
| Cambridge Investment Research Advisors, Inc. | 8,060 | $672.0K | 0.00% | +52+0.6% | Added |
| Cornercap Investment Counsel Inc | 7,741 | $645.8K | 0.11% | +7,741 | New |
| Brevan Howard Capital Management LP | 7,668 | $639.7K | 0.04% | +7,668 | New |
| LPL Financial LLC | 7,664 | $639.4K | 0.00% | +3,069+66.8% | Added |
| Kavar Capital Partners Group, LLC | 7,402 | $617.5K | 0.11% | −203−2.7% | Reduced |
| Lazard Asset Management LLC | 7,358 | $613.0K | 0.00% | +2,590+54.3% | Added |
| Pathstone Holdings, LLC | 7,247 | $605.9K | 0.00% | +361+5.2% | Added |
| Quantedge Capital Pte Ltd | 6,700 | $558.9K | 0.20% | +1,600+31.4% | Added |
| Commonwealth Equity Services, LLC | 6,659 | $556.0K | 0.00% | +2,538+61.6% | Added |
| Pacer Advisors, Inc. | 6,578 | $548.7K | 0.00% | +69+1.1% | Added |
| Country Club Bank | 6,646 | $545.4K | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,425 | $536.0K | 0.01% | −1,585−19.8% | Reduced |
| HSBC Holdings PLC | 6,312 | $524.2K | 0.00% | −9,020−58.8% | Reduced |
| Inceptionr LLC | 6,250 | $521.4K | 0.15% | +6,250 | New |
| Bailard, Inc. | 6,216 | $518.5K | 0.01% | −3,713−37.4% | Reduced |
| Xponance, Inc. | 5,986 | $499.4K | 0.01% | −339−5.4% | Reduced |
| Summit Global Investments | 5,977 | $499.0K | 0.03% | −8,853−59.7% | Reduced |
| State Board of Administration of Florida Retirement System | 5,851 | $488.1K | 0.00% | −2,070−26.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,733 | $478.2K | 0.00% | −34−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 5,602 | $469.5K | 0.01% | +14+0.3% | Added |
| Mackenzie Financial Corp | 5,575 | $465.1K | 0.00% | +2,846+104.3% | Added |
| O'Shaughnessy Asset Management, LLC | 5,550 | $463.0K | 0.00% | +2,099+60.8% | Added |
| Pictet Asset Management Holding SA | 5,297 | $441.9K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 5,110 | $426.3K | 0.01% | +5,110 | New |
| Black Maple Capital Management LP | 5,000 | $417.1K | 0.31% | +5,000 | New |
| State of Wisconsin Investment Board | 4,930 | $411.3K | 0.00% | −4,651−48.5% | Reduced |
| Aquatic Capital Management LLC | 4,800 | $400.4K | 0.01% | +4,800 | New |
| State of Alaska, Department of Revenue | 4,721 | $393.0K | 0.00% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4,574 | $381.6K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 4,553 | $379.8K | 0.00% | +1,246+37.7% | Added |
| Fortitude Advisory Group L.L.C. | 4,549 | $379.5K | 0.23% | −9−0.2% | Reduced |
| Assenagon Asset Management S.A. | 4,470 | $372.9K | 0.00% | −112,522−96.2% | Reduced |
| WealthPlan Investment Management, LLC | 4,469 | $372.8K | 0.06% | −1,428−24.2% | Reduced |
| Advantage Alpha Capital Partners LP | 4,410 | $367.9K | 0.08% | −464−9.5% | Reduced |
| Pitcairn Co | 4,352 | $363.0K | 0.02% | +317+7.9% | Added |
| Tudor Investment Corp Et Al | 4,312 | $359.7K | 0.00% | +4,312 | New |