Umb Financial Corp

UMBF

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0000101382

SEC filings (opens in a new tab)

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

Q3 2024 vs. Q2 2024

How the institutions holding Umb Financial Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of UMBF: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	293	3	325	+35
Shares	49.1M	5.97M	50.0M	+6.88M (+16.0%)
Value	$4.10B	$498.3M	$5.26B	+$1.66B (+46.1%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (62)

Institutions that held Umb Financial Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to UMBF in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	5,924,488	$622.7M	0.01%
Zurich Insurance Group Ltd	461,714	$48.5M	0.41%
Holocene Advisors, LP	179,219	$18.8M	0.08%
Kodai Capital Management LP	137,873	$14.5M	0.30%
Emerald Advisers, LLC	122,415	$12.9M	0.50%
Emerald Mutual Fund Advisers Trust	92,994	$9.77M	0.51%
Brant Point Investment Management LLC	50,000	$5.26M	1.20%
HBK Investments L P	35,316	$3.71M	0.07%
ExodusPoint Capital Management, LP	30,073	$3.16M	0.03%
Johnson Investment Counsel Inc	21,450	$2.25M	0.02%
Jupiter Asset Management Ltd	18,340	$1.93M	0.02%
Pinebridge Investments, L.P.	15,653	$1.65M	0.01%
Jackson Creek Investment Advisors LLC	15,500	$1.63M	0.48%
Cinctive Capital Management LP	14,415	$1.52M	0.09%
Brinker Capital Investments, LLC	10,656	$1.12M	0.01%
Orion Portfolio Solutions, LLC	10,656	$1.12M	0.01%
Sterling Capital Management LLC	10,501	$1.10M	0.01%
SummerHaven Investment Management, LLC	9,023	$948.4K	0.58%
Hancock Whitney Corp	8,022	$843.2K	0.03%
Oppenheimer Asset Management Inc.	7,908	$831.2K	0.01%
RSM US Wealth Management LLC	7,675	$776.3K	0.01%
Centiva Capital, LP	6,135	$644.9K	0.03%
Seven Eight Capital, LP	5,165	$542.9K	0.05%
Teza Capital Management LLC	4,067	$427.5K	0.05%
Cookson Peirce & Co Inc	3,961	$416.3K	0.02%
Avantax Advisory Services, Inc.	3,827	$402.3K	0.00%
Crestline Management, LP	3,796	$399.0K	0.02%
Neuberger Berman Group LLC	3,533	$371.4K	0.00%
Crossmark Global Holdings, Inc.	3,448	$362.0K	0.01%
Hamilton Capital Partners Inc.	3,330	$350.0K	0.03%
Wolverine Trading, LLC	3,005	$312.8K	0.01%
Monument Capital Management	2,665	$280.1K	0.08%
Corton Capital Inc.	2,488	$261.5K	0.13%
Cresset Asset Management, LLC	2,477	$261.3K	0.00%
Savant Capital, LLC	2,389	$251.1K	0.00%
Regions Financial Corp	2,319	$243.8K	0.00%
EP Wealth Advisors, LLC	2,231	$234.5K	0.00%
Greenleaf Trust	2,221	$233.4K	0.00%
Walleye Capital LLC	2,195	$230.7K	0.00%
Coldstream Capital Management Inc	2,071	$218.1K	0.00%
MML Investors Services, LLC	1,978	$208.0K	0.00%
Heritage Family Offices, LLP	1,934	$203.3K	0.10%
Acropolis Investment Management, LLC	1,485	$156.1K	0.01%
Headlands Technologies LLC	1,414	$148.6K	0.02%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	1,200	$126.1K	0.05%
Point72 Asset Management, L.P.	793	$83.4K	0.00%
AdvisorNet Financial, Inc	738	$77.6K	0.01%
V-Square Quantitative Management LLC	243	$25.5K	0.00%
USA Financial Portformulas Corp	215	$22.6K	0.00%
Harbor Capital Advisors, Inc.	181	$19.0K	0.00%
Baldwin Brothers Inc	147	$15.5K	0.00%
Accent Capital Management, LLC	95	$9.98K	0.01%
Johnson Financial Group, Inc.	73	$7.70K	0.00%
Capital Performance Advisors LLP	58	$6.10K	0.00%
FNY Investment Advisers, LLC	50	$5.00K	0.00%
GeoWealth Management, LLC	22	$2.31K	0.00%
Hemington Wealth Management	25	$2.00K	0.00%
Horizon Investments, LLC	14	$1.47K	0.00%
Fortitude Family Office, LLC	6	$631	0.00%
Claris Advisors, LLC	4	$420	0.00%
Parkside Financial Bank & Trust	1	$106	0.00%
BOK Financial Private Wealth, Inc.	0	$5	0.00%

Sold out (27)

Institutions that held Umb Financial Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of UMBF in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Philadelphia Financial Management of San Francisco, LLC	114,357	$9.54M
Algert Global LLC	57,718	$4.81M
Jump Financial, LLC	27,652	$2.31M
HRT Financial LP	17,489	$1.46M
Qube Research & Technologies Ltd	11,359	$947.6K
Atom Investors LP	9,237	$770.6K
Quadrature Capital Ltd	8,495	$708.7K
Edgestream Partners, L.P.	8,310	$693.2K
Quantedge Capital Pte Ltd	6,700	$558.9K
Inceptionr LLC	6,250	$521.4K
Summit Global Investments	5,977	$499.0K
Black Maple Capital Management LP	5,000	$417.1K
Assenagon Asset Management S.A.	4,470	$372.9K
Tudor Investment Corp Et Al	4,312	$359.7K
Graham Capital Management, L.P.	4,048	$337.7K
Bridgefront Capital, LLC	3,510	$292.8K
WealthPLAN Partners, LLC	3,483	$290.6K
Campbell & CO Investment Adviser LLC	2,465	$205.6K
Point72 Asia (Singapore) Pte. Ltd.	1,098	$91.6K
EntryPoint Capital, LLC	831	$69.3K
Missouri Trust & Investment Co	500	$41.7K
Raffa Wealth Management, LLC	208	$17.4K
Bokf, NA	176	$14.7K
Picton Mahoney Asset Management	88	$8.00K
Ashton Thomas Private Wealth, LLC	60	$5.00K
Mather Group, LLC.	35	$3.04K
Steward Partners Investment Advisory, LLC	10	$834

Not filed for Q3 2024 yet (3)

Institutions that held Umb Financial Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMBF in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	5,973,310	$498.3M
JJJ Advisors Inc.	465	$38.9K
Benjamin F. Edwards & Company, Inc.	25	$2.00K