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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 19,482 | $2.05M | 0.00% | +15,244+359.7% | Added |
| Amalgamated Bank | 19,985 | $2.10M | 0.02% | −1,343−6.3% | Reduced |
| Thrivent Financial for Lutherans | 20,002 | $2.10M | 0.00% | −19,756−49.7% | Reduced |
| Keeley-Teton Advisors, LLC | 20,431 | $2.15M | 0.24% | 00.0% | Unchanged |
| First National Bank of Omaha | 20,650 | $2.17M | 0.14% | −298−1.4% | Reduced |
| Mariner, LLC | 20,903 | $2.20M | 0.00% | +3,925+23.1% | Added |
| Cerity Partners LLC | 21,269 | $2.24M | 0.00% | +18,817+767.4% | Added |
| Johnson Investment Counsel Inc | 21,450 | $2.25M | 0.02% | +21,450 | New |
| Meritage Portfolio Management | 21,721 | $2.28M | 0.14% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 22,513 | $2.37M | 0.00% | −101,690−81.9% | Reduced |
| State of Tennessee, Treasury Department | 23,507 | $2.47M | 0.01% | −2,140−8.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,518 | $2.58M | 0.01% | +1,740+7.6% | Added |
| Mercer Global Advisors Inc | 26,942 | $2.73M | 0.01% | +100+0.4% | Added |
| Man Group plc | 27,000 | $2.84M | 0.01% | −41,884−60.8% | Reduced |
| Russell Investments Group, Ltd. | 27,371 | $2.88M | 0.00% | −2,660−8.9% | Reduced |
| Natixis Advisors, L.P. | 28,935 | $3.04M | 0.01% | +9,803+51.2% | Added |
| Canada Pension Plan Investment Board | 29,100 | $3.06M | 0.00% | +5,800+24.9% | Added |
| ExodusPoint Capital Management, LP | 30,073 | $3.16M | 0.03% | +30,073 | New |
| Bridgeway Capital Management, LLC | 30,300 | $3.18M | 0.07% | +7,000+30.0% | Added |
| Comerica Bank | 30,553 | $3.21M | 0.01% | −666−2.1% | Reduced |
| Creative Planning | 31,326 | $3.29M | 0.00% | −8,331−21.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,500 | $3.31M | 0.81% | 00.0% | Unchanged |
| EJF Capital LLC | 31,743 | $3.34M | 2.22% | +9,762+44.4% | Added |
| Susquehanna International Group, LLP | 31,883 | $3.35M | 0.01% | +9,399+41.8% | Added |
| HBK Investments L P | 35,316 | $3.71M | 0.07% | +35,316 | New |
| Jane Street Group, LLC | 35,964 | $3.78M | 0.01% | −16,846−31.9% | Reduced |
| Great West Life Assurance Co | 37,858 | $3.98M | 0.01% | +1,579+4.4% | Added |
| Raymond James & Associates | 38,637 | $4.06M | 0.00% | +26,186+210.3% | Added |
| Cubist Systematic Strategies, LLC | 40,298 | $4.24M | 0.06% | −40,296−50.0% | Reduced |
| Squarepoint Ops LLC | 41,604 | $4.37M | 0.01% | +10,530+33.9% | Added |
| Commerce Bank | 41,708 | $4.38M | 0.03% | +142+0.3% | Added |
| California State Teachers Retirement System | 43,692 | $4.59M | 0.01% | −1,586−3.5% | Reduced |
| Wells Fargo & Company | 44,611 | $4.69M | 0.00% | −343−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 44,716 | $4.70M | 0.22% | +611+1.4% | Added |
| Wedge Capital Management L L P | 44,877 | $4.72M | 0.08% | −767−1.7% | Reduced |
| NFJ Investment Group, LLC | 45,930 | $4.83M | 0.14% | −3,082−6.3% | Reduced |
| Financial Counselors Inc | 46,422 | $4.88M | 0.07% | −400−0.9% | Reduced |
| King Luther Capital Management Corp | 47,116 | $4.95M | 0.02% | +32,820+229.6% | Added |
| MetLife Investment Management | 47,381 | $4.98M | 0.03% | −802−1.7% | Reduced |
| Voya Investment Management LLC | 48,699 | $5.12M | 0.01% | −9,985−17.0% | Reduced |
| Brant Point Investment Management LLC | 50,000 | $5.26M | 1.20% | +50,000 | New |
| Manufacturers Life Insurance Company, The | 52,462 | $5.51M | 0.00% | −1,438−2.7% | Reduced |
| Great Lakes Advisors, LLC | 53,116 | $5.58M | 0.05% | −5,776−9.8% | Reduced |
| Retirement Systems of Alabama | 53,886 | $5.66M | 0.02% | −259−0.5% | Reduced |
| Federated Hermes, Inc. | 57,059 | $6.00M | 0.01% | +15,848+38.5% | Added |
| AXA S.A. | 59,009 | $6.20M | 0.02% | +39,546+203.2% | Added |
| New York State Teachers Retirement System | 59,712 | $6.28M | 0.01% | −8,800−12.8% | Reduced |
| D. E. Shaw & Co., Inc. | 64,808 | $6.81M | 0.01% | −26,677−29.2% | Reduced |
| Peregrine Capital Management LLC | 72,276 | $7.60M | 0.23% | −15,324−17.5% | Reduced |
| Brown Advisory Inc | 73,964 | $7.77M | 0.01% | −1,505−2.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 75,800 | $7.97M | 0.01% | −87,158−53.5% | Reduced |
| Deutsche Bank AG | 75,897 | $7.98M | 0.00% | +6,653+9.6% | Added |
| Corebridge Financial, Inc. | 76,112 | $8.00M | 0.04% | −3,173−4.0% | Reduced |
| Rafferty Asset Management, LLC | 81,917 | $8.61M | 0.03% | +739+0.9% | Added |
| Jacobs Levy Equity Management, Inc | 82,337 | $8.65M | 0.03% | −1,195−1.4% | Reduced |
| Price T Rowe Associates Inc | 84,245 | $8.86M | 0.00% | +52,888+168.7% | Added |
| Citigroup Inc | 86,109 | $9.05M | 0.01% | +19,108+28.5% | Added |
| Interval Partners, LP | 88,589 | $9.31M | 0.27% | +49,195+124.9% | Added |
| California Public Employees Retirement System | 89,100 | $9.37M | 0.01% | +2,401+2.8% | Added |
| Swiss National Bank | 90,400 | $9.50M | 0.01% | −700−0.8% | Reduced |
| Legal & General Group Plc | 90,798 | $9.54M | 0.00% | +2,195+2.5% | Added |
| Prudential Financial Inc | 92,732 | $9.75M | 0.01% | +11,605+14.3% | Added |
| Emerald Mutual Fund Advisers Trust | 92,994 | $9.77M | 0.51% | +92,994 | New |
| Alliancebernstein L.P. | 93,243 | $9.80M | 0.00% | −1,098−1.2% | Reduced |
| Gator Capital Management, LLC | 100,650 | $10.6M | 4.68% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 102,795 | $10.8M | 0.11% | −3,302−3.1% | Reduced |
| STRS Ohio | 104,200 | $11.0M | 0.04% | +11,600+12.5% | Added |
| UBS Asset Management Americas Inc | 106,372 | $11.2M | 0.00% | −3,095−2.8% | Reduced |
| Envestnet Asset Management Inc | 110,397 | $11.6M | 0.00% | +49,903+82.5% | Added |
| Third Avenue Management LLC | 110,896 | $11.7M | 1.91% | −38,388−25.7% | Reduced |
| Ameriprise Financial Inc | 113,787 | $12.0M | 0.00% | −3,102−2.7% | Reduced |
| Norges Bank | 115,820 | $12.2M | 0.00% | −154,982−57.2% | Reduced |
| Congress Asset Management Co | 116,255 | $12.2M | 0.08% | −1,299−1.1% | Reduced |
| Maltese Capital Management LLC | 117,400 | $12.3M | 2.00% | +44,822+61.8% | Added |
| Basswood Capital Management, L.L.C. | 121,787 | $12.8M | 0.66% | −111,094−47.7% | Reduced |
| Emerald Advisers, LLC | 122,415 | $12.9M | 0.50% | +122,415 | New |
| Renaissance Technologies LLC | 124,400 | $13.1M | 0.02% | −47,400−27.6% | Reduced |
| First Trust Advisors LP | 127,484 | $13.4M | 0.01% | +25,814+25.4% | Added |
| Two Sigma Advisers, LP | 132,700 | $13.9M | 0.03% | −38,800−22.6% | Reduced |
| Kodai Capital Management LP | 137,873 | $14.5M | 0.30% | +137,873 | New |
| Ceredex Value Advisors LLC | 140,200 | $14.8M | 0.29% | −700−0.5% | Reduced |
| Rhumbline Advisers | 157,132 | $16.5M | 0.01% | −6,856−4.2% | Reduced |
| Holocene Advisors, LP | 179,219 | $18.8M | 0.08% | +179,219 | New |
| Voloridge Investment Management, LLC | 186,311 | $19.6M | 0.07% | −108,742−36.9% | Reduced |
| Tributary Capital Management, LLC | 197,302 | $20.7M | 1.61% | −805−0.4% | Reduced |
| Two Sigma Investments, LP | 227,594 | $23.9M | 0.05% | −38,071−14.3% | Reduced |
| Barclays PLC | 231,482 | $24.3M | 0.01% | +170,375+278.8% | Added |
| Invesco Ltd. | 235,942 | $24.8M | 0.00% | +123,197+109.3% | Added |
| SEI Investments Co | 240,963 | $25.3M | 0.03% | +24,521+11.3% | Added |
| UBS Group AG | 255,283 | $26.8M | 0.01% | +36,237+16.5% | Added |
| Fisher Asset Management, LLC | 260,810 | $27.4M | 0.01% | −6,761−2.5% | Reduced |
| Boston Trust Walden Corp | 272,562 | $28.6M | 0.20% | −37,677−12.1% | Reduced |
| Franklin Resources Inc | 282,358 | $30.9M | 0.01% | −3,699−1.3% | Reduced |
| JPMorgan Chase & Co | 317,180 | $33.3M | 0.00% | −46,392−12.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 319,740 | $33.6M | 3.20% | +154,885+94.0% | Added |
| Systematic Financial Management LP | 320,550 | $33.7M | 0.86% | +261,055+438.8% | Added |
| ProShare Advisors LLC | 342,218 | $36.0M | 0.09% | −410,358−54.5% | Reduced |
| AQR Capital Management LLC | 359,693 | $37.4M | 0.05% | +60,423+20.2% | Added |
| Nuveen Asset Management, LLC | 360,106 | $37.9M | 0.01% | +67,775+23.2% | Added |
| Morgan Stanley | 364,492 | $38.3M | 0.00% | −30,425−7.7% | Reduced |