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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q3 2024
Institutional positions in Umb Financial Corp as of Sep 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
- 325
- +35 vs. Q2 2024
- Shares held
- 50.0M
- +6.88M (+16.0%) vs. Q2 2024
- Total value
- $5.26B
- +$1.66B (+46.1%) vs. Q2 2024
- New holders
- 62
- 102 more added
- Sold out
- 27
- 112 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 483 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,924,488 | $622.7M | 0.01% | +5,924,488 | New |
| Vanguard Group Inc | 4,713,974 | $495.5M | 0.01% | +219,627+4.9% | Added |
| Umb Bank N A | 4,699,561 | $494.0M | 7.69% | −416,133−8.1% | Reduced |
| State Street Corp | 2,824,651 | $298.0M | 0.01% | −5,050−0.2% | Reduced |
| Citadel Advisors LLC | 2,160,505 | $227.1M | 0.24% | −34,822−1.6% | Reduced |
| American Century Companies Inc | 1,948,027 | $204.8M | 0.12% | +195,503+11.2% | Added |
| Wellington Management Group LLP | 1,919,181 | $201.7M | 0.04% | −680,606−26.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,883,750 | $198.0M | 0.31% | −71,012−3.6% | Reduced |
| Victory Capital Management Inc | 1,627,567 | $171.1M | 0.16% | −371,908−18.6% | Reduced |
| Dimensional Fund Advisors LP | 1,594,423 | $167.6M | 0.04% | −95,472−5.6% | Reduced |
| Geode Capital Management, LLC | 1,114,251 | $117.1M | 0.01% | +21,091+1.9% | Added |
| FMR LLC | 949,687 | $99.8M | 0.01% | +24,799+2.7% | Added |
| Principal Financial Group Inc | 866,848 | $91.1M | 0.05% | +694,751+403.7% | Added |
| Millennium Management LLC | 849,369 | $89.3M | 0.08% | +115,635+15.8% | Added |
| GW&K Investment Management, LLC | 653,498 | $68.7M | 0.59% | +319,415+95.6% | Added |
| Bank of America Corp | 596,313 | $62.7M | 0.01% | +151,582+34.1% | Added |
| Charles Schwab Investment Management Inc | 580,174 | $61.0M | 0.01% | +24,124+4.3% | Added |
| Goldman Sachs Group Inc | 580,030 | $61.0M | 0.01% | −12,819−2.2% | Reduced |
| Global Alpha Capital Management Ltd. | 552,159 | $58.0M | 3.77% | +9,400+1.7% | Added |
| Northern Trust Corp | 548,367 | $57.6M | 0.01% | −11,792−2.1% | Reduced |
| Massachusetts Financial Services Co | 503,386 | $52.9M | 0.02% | −14,236−2.8% | Reduced |
| Bank of New York Mellon Corp | 483,966 | $50.9M | 0.01% | −92,234−16.0% | Reduced |
| Zurich Insurance Group Ltd | 461,714 | $48.5M | 0.41% | +461,714 | New |
| Azora Capital LP | 400,978 | $42.1M | 2.27% | −10,964−2.7% | Reduced |
| Captrust Financial Advisors | 392,397 | $41.2M | 0.12% | +282,783+258.0% | Added |
| Morgan Stanley | 364,492 | $38.3M | 0.00% | −30,425−7.7% | Reduced |
| Nuveen Asset Management, LLC | 360,106 | $37.9M | 0.01% | +67,775+23.2% | Added |
| AQR Capital Management LLC | 359,693 | $37.4M | 0.05% | +60,423+20.2% | Added |
| ProShare Advisors LLC | 342,218 | $36.0M | 0.09% | −410,358−54.5% | Reduced |
| Systematic Financial Management LP | 320,550 | $33.7M | 0.86% | +261,055+438.8% | Added |
| Neumeier Poma Investment Counsel LLC | 319,740 | $33.6M | 3.20% | +154,885+94.0% | Added |
| JPMorgan Chase & Co | 317,180 | $33.3M | 0.00% | −46,392−12.8% | Reduced |
| Franklin Resources Inc | 282,358 | $30.9M | 0.01% | −3,699−1.3% | Reduced |
| Boston Trust Walden Corp | 272,562 | $28.6M | 0.20% | −37,677−12.1% | Reduced |
| Fisher Asset Management, LLC | 260,810 | $27.4M | 0.01% | −6,761−2.5% | Reduced |
| UBS Group AG | 255,283 | $26.8M | 0.01% | +36,237+16.5% | Added |
| SEI Investments Co | 240,963 | $25.3M | 0.03% | +24,521+11.3% | Added |
| Invesco Ltd. | 235,942 | $24.8M | 0.00% | +123,197+109.3% | Added |
| Barclays PLC | 231,482 | $24.3M | 0.01% | +170,375+278.8% | Added |
| Two Sigma Investments, LP | 227,594 | $23.9M | 0.05% | −38,071−14.3% | Reduced |
| Tributary Capital Management, LLC | 197,302 | $20.7M | 1.61% | −805−0.4% | Reduced |
| Voloridge Investment Management, LLC | 186,311 | $19.6M | 0.07% | −108,742−36.9% | Reduced |
| Holocene Advisors, LP | 179,219 | $18.8M | 0.08% | +179,219 | New |
| Rhumbline Advisers | 157,132 | $16.5M | 0.01% | −6,856−4.2% | Reduced |
| Ceredex Value Advisors LLC | 140,200 | $14.8M | 0.29% | −700−0.5% | Reduced |
| Kodai Capital Management LP | 137,873 | $14.5M | 0.30% | +137,873 | New |
| Two Sigma Advisers, LP | 132,700 | $13.9M | 0.03% | −38,800−22.6% | Reduced |
| First Trust Advisors LP | 127,484 | $13.4M | 0.01% | +25,814+25.4% | Added |
| Renaissance Technologies LLC | 124,400 | $13.1M | 0.02% | −47,400−27.6% | Reduced |
| Emerald Advisers, LLC | 122,415 | $12.9M | 0.50% | +122,415 | New |
| Basswood Capital Management, L.L.C. | 121,787 | $12.8M | 0.66% | −111,094−47.7% | Reduced |
| Maltese Capital Management LLC | 117,400 | $12.3M | 2.00% | +44,822+61.8% | Added |
| Congress Asset Management Co | 116,255 | $12.2M | 0.08% | −1,299−1.1% | Reduced |
| Norges Bank | 115,820 | $12.2M | 0.00% | −154,982−57.2% | Reduced |
| Ameriprise Financial Inc | 113,787 | $12.0M | 0.00% | −3,102−2.7% | Reduced |
| Third Avenue Management LLC | 110,896 | $11.7M | 1.91% | −38,388−25.7% | Reduced |
| Envestnet Asset Management Inc | 110,397 | $11.6M | 0.00% | +49,903+82.5% | Added |
| UBS Asset Management Americas Inc | 106,372 | $11.2M | 0.00% | −3,095−2.8% | Reduced |
| STRS Ohio | 104,200 | $11.0M | 0.04% | +11,600+12.5% | Added |
| Mutual of America Capital Management LLC | 102,795 | $10.8M | 0.11% | −3,302−3.1% | Reduced |
| Gator Capital Management, LLC | 100,650 | $10.6M | 4.68% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 93,243 | $9.80M | 0.00% | −1,098−1.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 92,994 | $9.77M | 0.51% | +92,994 | New |
| Prudential Financial Inc | 92,732 | $9.75M | 0.01% | +11,605+14.3% | Added |
| Legal & General Group Plc | 90,798 | $9.54M | 0.00% | +2,195+2.5% | Added |
| Swiss National Bank | 90,400 | $9.50M | 0.01% | −700−0.8% | Reduced |
| California Public Employees Retirement System | 89,100 | $9.37M | 0.01% | +2,401+2.8% | Added |
| Interval Partners, LP | 88,589 | $9.31M | 0.27% | +49,195+124.9% | Added |
| Citigroup Inc | 86,109 | $9.05M | 0.01% | +19,108+28.5% | Added |
| Price T Rowe Associates Inc | 84,245 | $8.86M | 0.00% | +52,888+168.7% | Added |
| Jacobs Levy Equity Management, Inc | 82,337 | $8.65M | 0.03% | −1,195−1.4% | Reduced |
| Rafferty Asset Management, LLC | 81,917 | $8.61M | 0.03% | +739+0.9% | Added |
| Corebridge Financial, Inc. | 76,112 | $8.00M | 0.04% | −3,173−4.0% | Reduced |
| Deutsche Bank AG | 75,897 | $7.98M | 0.00% | +6,653+9.6% | Added |
| Adage Capital Partners GP, L.L.C. | 75,800 | $7.97M | 0.01% | −87,158−53.5% | Reduced |
| Brown Advisory Inc | 73,964 | $7.77M | 0.01% | −1,505−2.0% | Reduced |
| Peregrine Capital Management LLC | 72,276 | $7.60M | 0.23% | −15,324−17.5% | Reduced |
| D. E. Shaw & Co., Inc. | 64,808 | $6.81M | 0.01% | −26,677−29.2% | Reduced |
| New York State Teachers Retirement System | 59,712 | $6.28M | 0.01% | −8,800−12.8% | Reduced |
| AXA S.A. | 59,009 | $6.20M | 0.02% | +39,546+203.2% | Added |
| Federated Hermes, Inc. | 57,059 | $6.00M | 0.01% | +15,848+38.5% | Added |
| Retirement Systems of Alabama | 53,886 | $5.66M | 0.02% | −259−0.5% | Reduced |
| Great Lakes Advisors, LLC | 53,116 | $5.58M | 0.05% | −5,776−9.8% | Reduced |
| Manufacturers Life Insurance Company, The | 52,462 | $5.51M | 0.00% | −1,438−2.7% | Reduced |
| Brant Point Investment Management LLC | 50,000 | $5.26M | 1.20% | +50,000 | New |
| Voya Investment Management LLC | 48,699 | $5.12M | 0.01% | −9,985−17.0% | Reduced |
| MetLife Investment Management | 47,381 | $4.98M | 0.03% | −802−1.7% | Reduced |
| King Luther Capital Management Corp | 47,116 | $4.95M | 0.02% | +32,820+229.6% | Added |
| Financial Counselors Inc | 46,422 | $4.88M | 0.07% | −400−0.9% | Reduced |
| NFJ Investment Group, LLC | 45,930 | $4.83M | 0.14% | −3,082−6.3% | Reduced |
| Wedge Capital Management L L P | 44,877 | $4.72M | 0.08% | −767−1.7% | Reduced |
| GHP Investment Advisors, Inc. | 44,716 | $4.70M | 0.22% | +611+1.4% | Added |
| Wells Fargo & Company | 44,611 | $4.69M | 0.00% | −343−0.8% | Reduced |
| California State Teachers Retirement System | 43,692 | $4.59M | 0.01% | −1,586−3.5% | Reduced |
| Commerce Bank | 41,708 | $4.38M | 0.03% | +142+0.3% | Added |
| Squarepoint Ops LLC | 41,604 | $4.37M | 0.01% | +10,530+33.9% | Added |
| Cubist Systematic Strategies, LLC | 40,298 | $4.24M | 0.06% | −40,296−50.0% | Reduced |
| Raymond James & Associates | 38,637 | $4.06M | 0.00% | +26,186+210.3% | Added |
| Great West Life Assurance Co | 37,858 | $3.98M | 0.01% | +1,579+4.4% | Added |
| Jane Street Group, LLC | 35,964 | $3.78M | 0.01% | −16,846−31.9% | Reduced |