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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 4,630 | $486.7K | 0.00% | −300−6.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,574 | $480.8K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,557 | $479.0K | 0.00% | −52,294−92.0% | Reduced |
| WealthPlan Investment Management, LLC | 4,475 | $470.3K | 0.05% | +6+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 4,153 | $436.5K | 0.28% | −396−8.7% | Reduced |
| JustInvest LLC | 4,088 | $429.7K | 0.01% | +208+5.4% | Added |
| Teza Capital Management LLC | 4,067 | $427.5K | 0.05% | +4,067 | New |
| Papp L Roy & Associates | 4,030 | $423.6K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,018 | $422.3K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $420.4K | 0.05% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,961 | $416.3K | 0.02% | +3,961 | New |
| Pitcairn Co | 3,959 | $416.1K | 0.02% | −393−9.0% | Reduced |
| CWM Advisors, LLC | 3,934 | $413.5K | 0.04% | −281−6.7% | Reduced |
| Profund Advisors LLC | 3,916 | $411.6K | 0.02% | +423+12.1% | Added |
| Avantax Advisory Services, Inc. | 3,827 | $402.3K | 0.00% | +3,827 | New |
| Crestline Management, LP | 3,796 | $399.0K | 0.02% | +3,796 | New |
| Atwood & Palmer Inc | 3,778 | $397.1K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,636 | $382.0K | 0.00% | −3,023−45.4% | Reduced |
| Neuberger Berman Group LLC | 3,533 | $371.4K | 0.00% | +3,533 | New |
| Signaturefd, LLC | 3,515 | $369.5K | 0.01% | +40+1.2% | Added |
| Crossmark Global Holdings, Inc. | 3,448 | $362.0K | 0.01% | +3,448 | New |
| Securian Asset Management, Inc | 3,398 | $357.2K | 0.01% | −100−2.9% | Reduced |
| AlphaMark Advisors, LLC | 3,399 | $357.0K | 0.12% | −446−11.6% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $356.0K | 0.21% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 3,330 | $350.0K | 0.03% | +3,330 | New |
| First National Advisers, LLC | 3,310 | $347.9K | 0.06% | +262+8.6% | Added |
| CIBC Private Wealth Group, LLC | 3,299 | $346.8K | 0.00% | +943+40.0% | Added |
| Public Employees Retirement Association of Colorado | 3,216 | $338.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3,162 | $332.4K | 0.00% | +2,692+572.8% | Added |
| GWM Advisors LLC | 3,145 | $330.6K | 0.00% | +2,494+383.1% | Added |
| Cornercap Investment Counsel Inc | 3,091 | $324.9K | 0.10% | −4,650−60.1% | Reduced |
| Wolverine Trading, LLC | 3,005 | $312.8K | 0.01% | +3,005 | New |
| ETF Store, Inc. | 2,908 | $305.7K | 0.31% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,869 | $301.6K | 0.00% | −2,706−48.5% | Reduced |
| Janney Montgomery Scott LLC | 2,831 | $298.0K | 0.00% | +26+0.9% | Added |
| Winton Group Ltd | 2,803 | $294.6K | 0.02% | −8,480−75.2% | Reduced |
| 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 |
| Quadrant Capital Group LLC | 2,726 | $286.5K | 0.02% | +2+0.1% | Added |
| Vontobel Holding Ltd. | 2,668 | $280.4K | 0.00% | −564−17.5% | Reduced |
| Monument Capital Management | 2,665 | $280.1K | 0.08% | +2,665 | New |
| State of Wyoming | 2,618 | $275.2K | 0.04% | +1,164+80.1% | Added |
| CWM, LLC | 2,510 | $264.0K | 0.00% | +569+29.3% | Added |
| Corton Capital Inc. | 2,488 | $261.5K | 0.13% | +2,488 | New |
| Cresset Asset Management, LLC | 2,477 | $261.3K | 0.00% | +2,477 | New |
| SG Americas Securities, LLC | 2,478 | $260.0K | 0.00% | +1,016+69.5% | Added |
| Savant Capital, LLC | 2,389 | $251.1K | 0.00% | +2,389 | New |
| Engineers Gate Manager LP | 2,380 | $250.2K | 0.00% | −6,239−72.4% | Reduced |
| Regions Financial Corp | 2,319 | $243.8K | 0.00% | +2,319 | New |
| EP Wealth Advisors, LLC | 2,231 | $234.5K | 0.00% | +2,231 | New |
| Greenleaf Trust | 2,221 | $233.4K | 0.00% | +2,221 | New |
| Walleye Capital LLC | 2,195 | $230.7K | 0.00% | +2,195 | New |
| Coldstream Capital Management Inc | 2,071 | $218.1K | 0.00% | +2,071 | New |
| Tower Research Capital LLC (TRC) | 2,036 | $214.0K | 0.01% | −15,225−88.2% | Reduced |
| nVerses Capital, LLC | 2,000 | $210.2K | 0.10% | −1,800−47.4% | Reduced |
| MML Investors Services, LLC | 1,978 | $208.0K | 0.00% | +1,978 | New |
| Heritage Family Offices, LLP | 1,934 | $203.3K | 0.10% | +1,934 | New |
| 1620 Investment Advisors, Inc. | 1,505 | $158.2K | 0.11% | −30−2.0% | Reduced |
| Acropolis Investment Management, LLC | 1,485 | $156.1K | 0.01% | +1,485 | New |
| Headlands Technologies LLC | 1,414 | $148.6K | 0.02% | +1,414 | New |
| Lazard Asset Management LLC | 1,356 | $142.0K | 0.00% | −6,002−81.6% | Reduced |
| KBC Group NV | 1,314 | $138.0K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,200 | $126.1K | 0.05% | +1,200 | New |
| Central Trust Co | 1,117 | $117.4K | 0.00% | −262−19.0% | Reduced |
| Aquatic Capital Management LLC | 900 | $94.6K | 0.00% | −3,900−81.3% | Reduced |
| Point72 Asset Management, L.P. | 793 | $83.4K | 0.00% | +793 | New |
| Parallel Advisors, LLC | 751 | $78.9K | 0.00% | +3+0.4% | Added |
| AdvisorNet Financial, Inc | 738 | $77.6K | 0.01% | +738 | New |
| First Horizon Advisors, Inc. | 581 | $61.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 449 | $47.2K | 0.00% | +27+6.4% | Added |
| Covestor Ltd | 431 | $45.0K | 0.03% | +102+31.0% | Added |
| Allworth Financial LP | 355 | $37.3K | 0.00% | −12−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 335 | $35.3K | 0.00% | −211−38.6% | Reduced |
| GAMMA Investing LLC | 334 | $35.1K | 0.00% | +74+28.5% | Added |
| Nomura Asset Management Co Ltd | 300 | $31.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $31.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 265 | $27.9K | 0.00% | −5−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 254 | $26.7K | 0.00% | −6−2.3% | Reduced |
| Rise Advisors, LLC | 249 | $26.2K | 0.01% | +1+0.4% | Added |
| V-Square Quantitative Management LLC | 243 | $25.5K | 0.00% | +243 | New |
| USA Financial Portformulas Corp | 215 | $22.6K | 0.00% | +215 | New |
| Larson Financial Group LLC | 205 | $21.6K | 0.00% | +1+0.5% | Added |
| Harbor Capital Advisors, Inc. | 181 | $19.0K | 0.00% | +181 | New |
| Baldwin Brothers Inc | 147 | $15.5K | 0.00% | +147 | New |
| Northwestern Mutual Wealth Management Co | 128 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 127 | $13.0K | 0.00% | +84+195.3% | Added |
| Hexagon Capital Partners LLC | 107 | $11.2K | 0.00% | +78+269.0% | Added |
| Smartleaf Asset Management LLC | 107 | $11.1K | 0.00% | +72+205.7% | Added |
| Private Trust Co NA | 105 | $11.0K | 0.00% | +35+50.0% | Added |
| Principal Securities, Inc. | 95 | $9.98K | 0.00% | +63+196.9% | Added |
| Accent Capital Management, LLC | 95 | $9.98K | 0.01% | +95 | New |
| EverSource Wealth Advisors, LLC | 94 | $9.88K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $8.62K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 73 | $7.70K | 0.00% | +73 | New |
| Farther Finance Advisors, LLC | 73 | $7.67K | 0.00% | +7+10.6% | Added |
| Key Financial Inc | 63 | $6.62K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $6.31K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 58 | $6.10K | 0.00% | +58 | New |
| Quarry LP | 50 | $5.26K | 0.00% | +47+1,566.7% | Added |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | +50 | New |