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 |
|---|---|---|---|---|---|
| HBK Investments L P | 35,316 | $3.71M | 0.07% | +35,316 | New |
| Susquehanna International Group, LLP | 31,883 | $3.35M | 0.01% | +9,399+41.8% | Added |
| EJF Capital LLC | 31,743 | $3.34M | 2.22% | +9,762+44.4% | Added |
| Hussman Strategic Advisors, Inc. | 31,500 | $3.31M | 0.81% | 00.0% | Unchanged |
| Creative Planning | 31,326 | $3.29M | 0.00% | −8,331−21.0% | Reduced |
| Comerica Bank | 30,553 | $3.21M | 0.01% | −666−2.1% | Reduced |
| Bridgeway Capital Management, LLC | 30,300 | $3.18M | 0.07% | +7,000+30.0% | Added |
| ExodusPoint Capital Management, LP | 30,073 | $3.16M | 0.03% | +30,073 | New |
| Canada Pension Plan Investment Board | 29,100 | $3.06M | 0.00% | +5,800+24.9% | Added |
| Natixis Advisors, L.P. | 28,935 | $3.04M | 0.01% | +9,803+51.2% | Added |
| Russell Investments Group, Ltd. | 27,371 | $2.88M | 0.00% | −2,660−8.9% | Reduced |
| Man Group plc | 27,000 | $2.84M | 0.01% | −41,884−60.8% | Reduced |
| Mercer Global Advisors Inc | 26,942 | $2.73M | 0.01% | +100+0.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,518 | $2.58M | 0.01% | +1,740+7.6% | Added |
| State of Tennessee, Treasury Department | 23,507 | $2.47M | 0.01% | −2,140−8.3% | Reduced |
| BNP Paribas Arbitrage, SA | 22,513 | $2.37M | 0.00% | −101,690−81.9% | Reduced |
| Meritage Portfolio Management | 21,721 | $2.28M | 0.14% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 21,450 | $2.25M | 0.02% | +21,450 | New |
| Cerity Partners LLC | 21,269 | $2.24M | 0.00% | +18,817+767.4% | Added |
| Mariner, LLC | 20,903 | $2.20M | 0.00% | +3,925+23.1% | Added |
| First National Bank of Omaha | 20,650 | $2.17M | 0.14% | −298−1.4% | Reduced |
| Keeley-Teton Advisors, LLC | 20,431 | $2.15M | 0.24% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 20,002 | $2.10M | 0.00% | −19,756−49.7% | Reduced |
| Amalgamated Bank | 19,985 | $2.10M | 0.02% | −1,343−6.3% | Reduced |
| Truist Financial Corp | 19,482 | $2.05M | 0.00% | +15,244+359.7% | Added |
| State of New Jersey Common Pension Fund D | 19,322 | $2.03M | 0.01% | −4,605−19.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 18,529 | $1.95M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 18,400 | $1.94M | 0.01% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 18,340 | $1.93M | 0.02% | +18,340 | New |
| Hennessy Advisors Inc | 18,000 | $1.89M | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 17,675 | $1.86M | 0.01% | −40−0.2% | Reduced |
| Quest Partners LLC | 17,033 | $1.79M | 0.16% | −751−4.2% | Reduced |
| Ensign Peak Advisors, Inc | 16,879 | $1.77M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 16,446 | $1.73M | 0.00% | −1,665−9.2% | Reduced |
| Yousif Capital Management, LLC | 16,314 | $1.71M | 0.02% | −2,070−11.3% | Reduced |
| Paragon Capital Management LLC | 15,803 | $1.66M | 0.86% | +2,340+17.4% | Added |
| Pinebridge Investments, L.P. | 15,653 | $1.65M | 0.01% | +15,653 | New |
| Danske Bank A/S | 15,638 | $1.64M | 0.01% | +459+3.0% | Added |
| Jackson Creek Investment Advisors LLC | 15,500 | $1.63M | 0.48% | +15,500 | New |
| Allianz Asset Management GmbH | 15,333 | $1.61M | 0.00% | −533−3.4% | Reduced |
| Royal Bank of Canada | 14,805 | $1.56M | 0.00% | +10,922+281.3% | Added |
| Teachers Retirement System of the State of Kentucky | 14,642 | $1.54M | 0.01% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 14,415 | $1.52M | 0.09% | +14,415 | New |
| New York State Common Retirement Fund | 13,874 | $1.46M | 0.00% | −5,500−28.4% | Reduced |
| Ameritas Investment Partners, Inc. | 13,645 | $1.43M | 0.05% | −106−0.8% | Reduced |
| Arizona State Retirement System | 13,335 | $1.40M | 0.01% | +373+2.9% | Added |
| Intech Investment Management LLC | 13,311 | $1.40M | 0.02% | +3,507+35.8% | Added |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.34M | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 15,888 | $1.33M | 0.14% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,300 | $1.29M | 0.02% | −100−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,013 | $1.16M | 0.00% | +1,555+16.4% | Added |
| 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 |
| State of Michigan Retirement System | 10,541 | $1.11M | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10,501 | $1.10M | 0.01% | +10,501 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,455 | $1.10M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,068 | $1.06M | 0.01% | −1,011−9.1% | Reduced |
| Convergence Investment Partners, LLC | 10,021 | $1.05M | 0.28% | −687−6.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,841 | $1.03M | 0.02% | +50+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,778 | $1.03M | 0.01% | +55+0.6% | Added |
| Trust Point Inc. | 9,054 | $951.7K | 0.07% | −400−4.2% | Reduced |
| Handelsbanken Fonder AB | 9,030 | $949.0K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 9,023 | $948.4K | 0.58% | +9,023 | New |
| Oregon Public Employees Retirement Fund | 9,016 | $947.7K | 0.02% | −50−0.6% | Reduced |
| US Bancorp | 8,923 | $937.9K | 0.00% | −4,163−31.8% | Reduced |
| PDT Partners, LLC | 8,916 | $937.2K | 0.08% | −200−2.2% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $935.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,547 | $934.6K | 0.01% | +2,997+54.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,065 | $848.0K | 0.00% | +5+0.1% | Added |
| Hancock Whitney Corp | 8,022 | $843.2K | 0.03% | +8,022 | New |
| Oppenheimer Asset Management Inc. | 7,908 | $831.2K | 0.01% | +7,908 | New |
| The PNC Financial Services Group, Inc. | 7,763 | $816.0K | 0.00% | +2,030+35.4% | Added |
| Financial Advisory Service, Inc. | 7,694 | $808.7K | 0.06% | −1,547−16.7% | Reduced |
| Atria Investments LLC | 7,619 | $800.8K | 0.01% | +2,509+49.1% | Added |
| LPL Financial LLC | 7,484 | $786.7K | 0.00% | −180−2.3% | Reduced |
| Keybank National Association | 7,452 | $783.3K | 0.00% | −1,948−20.7% | Reduced |
| Pathstone Holdings, LLC | 7,410 | $780.2K | 0.00% | +163+2.2% | Added |
| Kavar Capital Partners Group, LLC | 7,402 | $778.0K | 0.12% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,675 | $776.3K | 0.01% | +7,675 | New |
| Bailard, Inc. | 7,216 | $758.5K | 0.02% | +1,000+16.1% | Added |
| Country Club Bank | 6,602 | $687.3K | 0.05% | −44−0.7% | Reduced |
| Pacer Advisors, Inc. | 6,450 | $678.0K | 0.00% | −128−1.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,425 | $675.3K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 6,272 | $659.3K | 0.03% | −1,396−18.2% | Reduced |
| Teacher Retirement System of Texas | 6,175 | $649.0K | 0.00% | −12,676−67.2% | Reduced |
| Centiva Capital, LP | 6,135 | $644.9K | 0.03% | +6,135 | New |
| Xponance, Inc. | 6,040 | $634.9K | 0.01% | +54+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,000 | $630.7K | 0.00% | −33,000−84.6% | Reduced |
| State Board of Administration of Florida Retirement System | 5,851 | $615.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,792 | $608.8K | 0.06% | +1,882+48.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,778 | $607.3K | 0.00% | +1,225+26.9% | Added |
| Jones Financial Companies LLLP | 5,558 | $583.9K | 0.00% | +4,578+467.1% | Added |
| Atria Wealth Solutions, Inc. | 5,526 | $583.0K | 0.01% | −76−1.4% | Reduced |
| Pictet Asset Management Holding SA | 5,422 | $569.8K | 0.00% | +125+2.4% | Added |
| Bank of Montreal | 5,384 | $560.5K | 0.00% | −62,418−92.1% | Reduced |
| Advantage Alpha Capital Partners LP | 5,267 | $553.6K | 0.13% | +857+19.4% | Added |
| Seven Eight Capital, LP | 5,165 | $542.9K | 0.05% | +5,165 | New |
| State of Alaska, Department of Revenue | 5,066 | $532.0K | 0.01% | +345+7.3% | Added |
| HSBC Holdings PLC | 4,905 | $516.8K | 0.00% | −1,407−22.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 4,902 | $515.2K | 0.10% | +1,184+31.8% | Added |