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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 392,397 | $41.2M | 0.12% | +282,783+258.0% | Added |
| Azora Capital LP | 400,978 | $42.1M | 2.27% | −10,964−2.7% | Reduced |
| Zurich Insurance Group Ltd | 461,714 | $48.5M | 0.41% | +461,714 | New |
| Bank of New York Mellon Corp | 483,966 | $50.9M | 0.01% | −92,234−16.0% | Reduced |
| Massachusetts Financial Services Co | 503,386 | $52.9M | 0.02% | −14,236−2.8% | Reduced |
| Northern Trust Corp | 548,367 | $57.6M | 0.01% | −11,792−2.1% | Reduced |
| Global Alpha Capital Management Ltd. | 552,159 | $58.0M | 3.77% | +9,400+1.7% | Added |
| Goldman Sachs Group Inc | 580,030 | $61.0M | 0.01% | −12,819−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 580,174 | $61.0M | 0.01% | +24,124+4.3% | Added |
| Bank of America Corp | 596,313 | $62.7M | 0.01% | +151,582+34.1% | Added |
| GW&K Investment Management, LLC | 653,498 | $68.7M | 0.59% | +319,415+95.6% | Added |
| Millennium Management LLC | 849,369 | $89.3M | 0.08% | +115,635+15.8% | Added |
| Principal Financial Group Inc | 866,848 | $91.1M | 0.05% | +694,751+403.7% | Added |
| FMR LLC | 949,687 | $99.8M | 0.01% | +24,799+2.7% | Added |
| Geode Capital Management, LLC | 1,114,251 | $117.1M | 0.01% | +21,091+1.9% | Added |
| Dimensional Fund Advisors LP | 1,594,423 | $167.6M | 0.04% | −95,472−5.6% | Reduced |
| Victory Capital Management Inc | 1,627,567 | $171.1M | 0.16% | −371,908−18.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,883,750 | $198.0M | 0.31% | −71,012−3.6% | Reduced |
| Wellington Management Group LLP | 1,919,181 | $201.7M | 0.04% | −680,606−26.2% | Reduced |
| American Century Companies Inc | 1,948,027 | $204.8M | 0.12% | +195,503+11.2% | Added |
| Citadel Advisors LLC | 2,160,505 | $227.1M | 0.24% | −34,822−1.6% | Reduced |
| State Street Corp | 2,824,651 | $298.0M | 0.01% | −5,050−0.2% | Reduced |
| Umb Bank N A | 4,699,561 | $494.0M | 7.69% | −416,133−8.1% | Reduced |
| Vanguard Group Inc | 4,713,974 | $495.5M | 0.01% | +219,627+4.9% | Added |
| BlackRock, Inc. | 5,924,488 | $622.7M | 0.01% | +5,924,488 | New |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −114,357−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −57,718−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −27,652−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,489−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,359−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −9,237−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,495−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,310−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,977−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −4,470−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,312−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,048−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,510−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,465−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,098−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |