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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 3,330 | $350.0K | 0.03% | +3,330 | New |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $356.0K | 0.21% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3,399 | $357.0K | 0.12% | −446−11.6% | Reduced |
| Securian Asset Management, Inc | 3,398 | $357.2K | 0.01% | −100−2.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,448 | $362.0K | 0.01% | +3,448 | New |
| Signaturefd, LLC | 3,515 | $369.5K | 0.01% | +40+1.2% | Added |
| Neuberger Berman Group LLC | 3,533 | $371.4K | 0.00% | +3,533 | New |
| Commonwealth Equity Services, LLC | 3,636 | $382.0K | 0.00% | −3,023−45.4% | Reduced |
| Atwood & Palmer Inc | 3,778 | $397.1K | 0.03% | 00.0% | Unchanged |
| Crestline Management, LP | 3,796 | $399.0K | 0.02% | +3,796 | New |
| Avantax Advisory Services, Inc. | 3,827 | $402.3K | 0.00% | +3,827 | New |
| Profund Advisors LLC | 3,916 | $411.6K | 0.02% | +423+12.1% | Added |
| CWM Advisors, LLC | 3,934 | $413.5K | 0.04% | −281−6.7% | Reduced |
| Pitcairn Co | 3,959 | $416.1K | 0.02% | −393−9.0% | Reduced |
| Cookson Peirce & Co Inc | 3,961 | $416.3K | 0.02% | +3,961 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $420.4K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,018 | $422.3K | 0.01% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,030 | $423.6K | 0.05% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,067 | $427.5K | 0.05% | +4,067 | New |
| JustInvest LLC | 4,088 | $429.7K | 0.01% | +208+5.4% | Added |
| Fortitude Advisory Group L.L.C. | 4,153 | $436.5K | 0.28% | −396−8.7% | Reduced |
| WealthPlan Investment Management, LLC | 4,475 | $470.3K | 0.05% | +6+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 4,557 | $479.0K | 0.00% | −52,294−92.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,574 | $480.8K | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,630 | $486.7K | 0.00% | −300−6.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,902 | $515.2K | 0.10% | +1,184+31.8% | Added |
| HSBC Holdings PLC | 4,905 | $516.8K | 0.00% | −1,407−22.3% | Reduced |
| State of Alaska, Department of Revenue | 5,066 | $532.0K | 0.01% | +345+7.3% | Added |
| Seven Eight Capital, LP | 5,165 | $542.9K | 0.05% | +5,165 | New |
| Advantage Alpha Capital Partners LP | 5,267 | $553.6K | 0.13% | +857+19.4% | Added |
| Bank of Montreal | 5,384 | $560.5K | 0.00% | −62,418−92.1% | Reduced |
| Pictet Asset Management Holding SA | 5,422 | $569.8K | 0.00% | +125+2.4% | Added |
| Atria Wealth Solutions, Inc. | 5,526 | $583.0K | 0.01% | −76−1.4% | Reduced |
| Jones Financial Companies LLLP | 5,558 | $583.9K | 0.00% | +4,578+467.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,778 | $607.3K | 0.00% | +1,225+26.9% | Added |
| Landscape Capital Management, L.L.C. | 5,792 | $608.8K | 0.06% | +1,882+48.1% | Added |
| State Board of Administration of Florida Retirement System | 5,851 | $615.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 6,000 | $630.7K | 0.00% | −33,000−84.6% | Reduced |
| Xponance, Inc. | 6,040 | $634.9K | 0.01% | +54+0.9% | Added |
| Centiva Capital, LP | 6,135 | $644.9K | 0.03% | +6,135 | New |
| Teacher Retirement System of Texas | 6,175 | $649.0K | 0.00% | −12,676−67.2% | Reduced |
| Brevan Howard Capital Management LP | 6,272 | $659.3K | 0.03% | −1,396−18.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,425 | $675.3K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,450 | $678.0K | 0.00% | −128−1.9% | Reduced |
| Country Club Bank | 6,602 | $687.3K | 0.05% | −44−0.7% | Reduced |
| Bailard, Inc. | 7,216 | $758.5K | 0.02% | +1,000+16.1% | Added |
| RSM US Wealth Management LLC | 7,675 | $776.3K | 0.01% | +7,675 | New |
| Kavar Capital Partners Group, LLC | 7,402 | $778.0K | 0.12% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 7,410 | $780.2K | 0.00% | +163+2.2% | Added |
| Keybank National Association | 7,452 | $783.3K | 0.00% | −1,948−20.7% | Reduced |
| LPL Financial LLC | 7,484 | $786.7K | 0.00% | −180−2.3% | Reduced |
| Atria Investments LLC | 7,619 | $800.8K | 0.01% | +2,509+49.1% | Added |
| Financial Advisory Service, Inc. | 7,694 | $808.7K | 0.06% | −1,547−16.7% | Reduced |
| The PNC Financial Services Group, Inc. | 7,763 | $816.0K | 0.00% | +2,030+35.4% | Added |
| Oppenheimer Asset Management Inc. | 7,908 | $831.2K | 0.01% | +7,908 | New |
| Hancock Whitney Corp | 8,022 | $843.2K | 0.03% | +8,022 | New |
| Cambridge Investment Research Advisors, Inc. | 8,065 | $848.0K | 0.00% | +5+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 8,547 | $934.6K | 0.01% | +2,997+54.0% | Added |
| New Mexico Educational Retirement Board | 8,900 | $935.0K | 0.03% | 00.0% | Unchanged |
| PDT Partners, LLC | 8,916 | $937.2K | 0.08% | −200−2.2% | Reduced |
| US Bancorp | 8,923 | $937.9K | 0.00% | −4,163−31.8% | Reduced |
| Oregon Public Employees Retirement Fund | 9,016 | $947.7K | 0.02% | −50−0.6% | Reduced |
| SummerHaven Investment Management, LLC | 9,023 | $948.4K | 0.58% | +9,023 | New |
| Handelsbanken Fonder AB | 9,030 | $949.0K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 9,054 | $951.7K | 0.07% | −400−4.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,778 | $1.03M | 0.01% | +55+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,841 | $1.03M | 0.02% | +50+0.5% | Added |
| Convergence Investment Partners, LLC | 10,021 | $1.05M | 0.28% | −687−6.4% | Reduced |
| Guggenheim Capital LLC | 10,068 | $1.06M | 0.01% | −1,011−9.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,455 | $1.10M | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10,501 | $1.10M | 0.01% | +10,501 | New |
| State of Michigan Retirement System | 10,541 | $1.11M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,656 | $1.12M | 0.01% | +10,656 | New |
| Orion Portfolio Solutions, LLC | 10,656 | $1.12M | 0.01% | +10,656 | New |
| Raymond James Financial Services Advisors, Inc. | 11,013 | $1.16M | 0.00% | +1,555+16.4% | Added |
| Louisiana State Employees Retirement System | 12,300 | $1.29M | 0.02% | −100−0.8% | Reduced |
| ClariVest Asset Management LLC | 15,888 | $1.33M | 0.14% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.34M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 13,311 | $1.40M | 0.02% | +3,507+35.8% | Added |
| Arizona State Retirement System | 13,335 | $1.40M | 0.01% | +373+2.9% | Added |
| Ameritas Investment Partners, Inc. | 13,645 | $1.43M | 0.05% | −106−0.8% | Reduced |
| New York State Common Retirement Fund | 13,874 | $1.46M | 0.00% | −5,500−28.4% | Reduced |
| Cinctive Capital Management LP | 14,415 | $1.52M | 0.09% | +14,415 | New |
| Teachers Retirement System of the State of Kentucky | 14,642 | $1.54M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,805 | $1.56M | 0.00% | +10,922+281.3% | Added |
| Allianz Asset Management GmbH | 15,333 | $1.61M | 0.00% | −533−3.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 15,500 | $1.63M | 0.48% | +15,500 | New |
| Danske Bank A/S | 15,638 | $1.64M | 0.01% | +459+3.0% | Added |
| Pinebridge Investments, L.P. | 15,653 | $1.65M | 0.01% | +15,653 | New |
| Paragon Capital Management LLC | 15,803 | $1.66M | 0.86% | +2,340+17.4% | Added |
| Yousif Capital Management, LLC | 16,314 | $1.71M | 0.02% | −2,070−11.3% | Reduced |
| Janus Henderson Group PLC | 16,446 | $1.73M | 0.00% | −1,665−9.2% | Reduced |
| Ensign Peak Advisors, Inc | 16,879 | $1.77M | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 17,033 | $1.79M | 0.16% | −751−4.2% | Reduced |
| Public Employees Retirement System of Ohio | 17,675 | $1.86M | 0.01% | −40−0.2% | Reduced |
| Hennessy Advisors Inc | 18,000 | $1.89M | 0.06% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 18,340 | $1.93M | 0.02% | +18,340 | New |
| Nisa Investment Advisors, LLC | 18,400 | $1.94M | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 18,529 | $1.95M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 19,322 | $2.03M | 0.01% | −4,605−19.2% | Reduced |