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