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, 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 | 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, 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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 0 | $5 | 0.00% | 0 | New |
| Clear Point Advisors Inc. | 1 | $105 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1 | $106 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 3 | $315 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $420 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 6 | $631 | 0.00% | +6 | New |
| Continuum Advisory, LLC | 6 | $737 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $1.27K | 0.00% | −2−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.37K | 0.00% | +2+18.2% | Added |
| SJS Investment Consulting Inc. | 14 | $1.47K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 14 | $1.47K | 0.00% | +14 | New |
| Ronald Blue Trust, Inc. | 18 | $1.50K | 0.00% | +6+50.0% | Added |
| NBC Securities, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 25 | $2.00K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 22 | $2.31K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 22 | $2.31K | 0.00% | +22 | New |
| Huntington National Bank | 29 | $3.05K | 0.00% | +25+625.0% | Added |
| First Financial Corp | 32 | $3.36K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $3.78K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40 | $4.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $4.73K | 0.00% | +1+2.3% | Added |
| Rothschild Investment LLC | 45 | $4.73K | 0.00% | +40+800.0% | Added |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Quarry LP | 50 | $5.26K | 0.00% | +47+1,566.7% | Added |
| Capital Performance Advisors LLP | 58 | $6.10K | 0.00% | +58 | New |
| Massmutual Trust Co FSB | 60 | $6.31K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 63 | $6.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $7.67K | 0.00% | +7+10.6% | Added |
| Johnson Financial Group, Inc. | 73 | $7.70K | 0.00% | +73 | New |
| Quent Capital, LLC | 82 | $8.62K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $9.88K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 95 | $9.98K | 0.00% | +63+196.9% | Added |
| Accent Capital Management, LLC | 95 | $9.98K | 0.01% | +95 | New |
| Private Trust Co NA | 105 | $11.0K | 0.00% | +35+50.0% | Added |
| Smartleaf Asset Management LLC | 107 | $11.1K | 0.00% | +72+205.7% | Added |
| Hexagon Capital Partners LLC | 107 | $11.2K | 0.00% | +78+269.0% | Added |
| Bessemer Group Inc | 127 | $13.0K | 0.00% | +84+195.3% | Added |
| Northwestern Mutual Wealth Management Co | 128 | $13.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 147 | $15.5K | 0.00% | +147 | New |
| Harbor Capital Advisors, Inc. | 181 | $19.0K | 0.00% | +181 | New |
| Larson Financial Group LLC | 205 | $21.6K | 0.00% | +1+0.5% | Added |
| USA Financial Portformulas Corp | 215 | $22.6K | 0.00% | +215 | New |
| V-Square Quantitative Management LLC | 243 | $25.5K | 0.00% | +243 | New |
| Rise Advisors, LLC | 249 | $26.2K | 0.01% | +1+0.4% | Added |
| SRS Capital Advisors, Inc. | 254 | $26.7K | 0.00% | −6−2.3% | Reduced |
| Lindbrook Capital, LLC | 265 | $27.9K | 0.00% | −5−1.9% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $31.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $31.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 334 | $35.1K | 0.00% | +74+28.5% | Added |
| Advisor Group Holdings, Inc. | 335 | $35.3K | 0.00% | −211−38.6% | Reduced |
| Allworth Financial LP | 355 | $37.3K | 0.00% | −12−3.3% | Reduced |
| Covestor Ltd | 431 | $45.0K | 0.03% | +102+31.0% | Added |
| Fifth Third Bancorp | 449 | $47.2K | 0.00% | +27+6.4% | Added |
| First Horizon Advisors, Inc. | 581 | $61.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 738 | $77.6K | 0.01% | +738 | New |
| Parallel Advisors, LLC | 751 | $78.9K | 0.00% | +3+0.4% | Added |
| Point72 Asset Management, L.P. | 793 | $83.4K | 0.00% | +793 | New |
| Aquatic Capital Management LLC | 900 | $94.6K | 0.00% | −3,900−81.3% | Reduced |
| Central Trust Co | 1,117 | $117.4K | 0.00% | −262−19.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $126.1K | 0.05% | +1,200 | New |
| KBC Group NV | 1,314 | $138.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,356 | $142.0K | 0.00% | −6,002−81.6% | Reduced |
| Headlands Technologies LLC | 1,414 | $148.6K | 0.02% | +1,414 | New |
| Acropolis Investment Management, LLC | 1,485 | $156.1K | 0.01% | +1,485 | New |
| 1620 Investment Advisors, Inc. | 1,505 | $158.2K | 0.11% | −30−2.0% | Reduced |
| Heritage Family Offices, LLP | 1,934 | $203.3K | 0.10% | +1,934 | New |
| MML Investors Services, LLC | 1,978 | $208.0K | 0.00% | +1,978 | New |
| nVerses Capital, LLC | 2,000 | $210.2K | 0.10% | −1,800−47.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,036 | $214.0K | 0.01% | −15,225−88.2% | Reduced |
| Coldstream Capital Management Inc | 2,071 | $218.1K | 0.00% | +2,071 | New |
| Walleye Capital LLC | 2,195 | $230.7K | 0.00% | +2,195 | New |
| Greenleaf Trust | 2,221 | $233.4K | 0.00% | +2,221 | New |
| EP Wealth Advisors, LLC | 2,231 | $234.5K | 0.00% | +2,231 | New |
| Regions Financial Corp | 2,319 | $243.8K | 0.00% | +2,319 | New |
| Engineers Gate Manager LP | 2,380 | $250.2K | 0.00% | −6,239−72.4% | Reduced |
| Savant Capital, LLC | 2,389 | $251.1K | 0.00% | +2,389 | New |
| SG Americas Securities, LLC | 2,478 | $260.0K | 0.00% | +1,016+69.5% | Added |
| Cresset Asset Management, LLC | 2,477 | $261.3K | 0.00% | +2,477 | New |
| Corton Capital Inc. | 2,488 | $261.5K | 0.13% | +2,488 | New |
| CWM, LLC | 2,510 | $264.0K | 0.00% | +569+29.3% | Added |
| State of Wyoming | 2,618 | $275.2K | 0.04% | +1,164+80.1% | Added |
| Monument Capital Management | 2,665 | $280.1K | 0.08% | +2,665 | New |
| Vontobel Holding Ltd. | 2,668 | $280.4K | 0.00% | −564−17.5% | Reduced |
| Quadrant Capital Group LLC | 2,726 | $286.5K | 0.02% | +2+0.1% | Added |
| Kornitzer Capital Management Inc | 2,800 | $294.3K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,800 | $294.3K | 0.08% | 00.0% | Unchanged |
| Winton Group Ltd | 2,803 | $294.6K | 0.02% | −8,480−75.2% | Reduced |
| Janney Montgomery Scott LLC | 2,831 | $298.0K | 0.00% | +26+0.9% | Added |
| Mackenzie Financial Corp | 2,869 | $301.6K | 0.00% | −2,706−48.5% | Reduced |
| ETF Store, Inc. | 2,908 | $305.7K | 0.31% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,005 | $312.8K | 0.01% | +3,005 | New |
| Cornercap Investment Counsel Inc | 3,091 | $324.9K | 0.10% | −4,650−60.1% | Reduced |
| GWM Advisors LLC | 3,145 | $330.6K | 0.00% | +2,494+383.1% | Added |
| Assetmark, Inc | 3,162 | $332.4K | 0.00% | +2,692+572.8% | Added |
| Public Employees Retirement Association of Colorado | 3,216 | $338.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,299 | $346.8K | 0.00% | +943+40.0% | Added |
| First National Advisers, LLC | 3,310 | $347.9K | 0.06% | +262+8.6% | Added |