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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q4 2024
Institutional positions in Umb Financial Corp as of Dec 31, 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
- 354
- +32 vs. Q3 2024
- Shares held
- 51.2M
- +1.22M (+2.4%) vs. Q3 2024
- Total value
- $5.77B
- +$522.1M (+9.9%) vs. Q3 2024
- New holders
- 57
- 132 more added
- Sold out
- 25
- 115 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 483 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,051,207 | $682.9M | 0.01% | +126,719+2.1% | Added |
| Vanguard Group Inc | 4,762,481 | $537.5M | 0.01% | +48,507+1.0% | Added |
| Umb Bank N A | 4,408,782 | $497.6M | 7.87% | −290,779−6.2% | Reduced |
| State Street Corp | 3,129,526 | $354.5M | 0.01% | +304,875+10.8% | Added |
| Citadel Advisors LLC | 2,021,581 | $228.2M | 0.21% | −138,924−6.4% | Reduced |
| Wellington Management Group LLP | 2,021,285 | $228.1M | 0.04% | +102,104+5.3% | Added |
| American Century Companies Inc | 1,907,422 | $215.3M | 0.12% | −40,605−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,738,795 | $194.4M | 0.31% | −144,955−7.7% | Reduced |
| Dimensional Fund Advisors LP | 1,515,007 | $171.0M | 0.04% | −79,416−5.0% | Reduced |
| Victory Capital Management Inc | 1,448,194 | $163.4M | 0.16% | −179,373−11.0% | Reduced |
| Geode Capital Management, LLC | 1,112,460 | $125.6M | 0.01% | −1,791−0.2% | Reduced |
| Goldman Sachs Group Inc | 1,011,474 | $114.2M | 0.02% | +431,444+74.4% | Added |
| Principal Financial Group Inc | 805,190 | $90.9M | 0.05% | −61,658−7.1% | Reduced |
| FMR LLC | 790,526 | $89.2M | 0.01% | −159,161−16.8% | Reduced |
| Millennium Management LLC | 777,308 | $87.7M | 0.08% | −72,061−8.5% | Reduced |
| GW&K Investment Management, LLC | 650,172 | $73.4M | 0.62% | −3,326−0.5% | Reduced |
| Northern Trust Corp | 637,072 | $71.9M | 0.01% | +88,705+16.2% | Added |
| Charles Schwab Investment Management Inc | 563,762 | $63.6M | 0.01% | −16,412−2.8% | Reduced |
| Massachusetts Financial Services Co | 463,546 | $52.3M | 0.02% | −39,840−7.9% | Reduced |
| Captrust Financial Advisors | 461,031 | $52.0M | 0.15% | +68,634+17.5% | Added |
| Bank of New York Mellon Corp | 451,144 | $50.9M | 0.01% | −32,822−6.8% | Reduced |
| Neuberger Berman Group LLC | 449,987 | $50.8M | 0.04% | +446,454+12,636.7% | Added |
| Bank of America Corp | 429,919 | $48.5M | 0.00% | −166,394−27.9% | Reduced |
| Nuveen Asset Management, LLC | 427,586 | $48.3M | 0.01% | +67,480+18.7% | Added |
| Freestone Grove Partners LP | 427,390 | $48.2M | 0.59% | +427,390 | New |
| Global Alpha Capital Management Ltd. | 422,023 | $47.6M | 3.46% | −130,136−23.6% | Reduced |
| Zurich Insurance Group Ltd | 418,228 | $47.2M | 0.38% | −43,486−9.4% | Reduced |
| JPMorgan Chase & Co | 415,607 | $46.9M | 0.00% | +98,427+31.0% | Added |
| AQR Capital Management LLC | 394,599 | $44.5M | 0.06% | +34,906+9.7% | Added |
| Morgan Stanley | 373,132 | $42.1M | 0.00% | +8,640+2.4% | Added |
| ProShare Advisors LLC | 328,869 | $37.1M | 0.08% | −13,349−3.9% | Reduced |
| Systematic Financial Management LP | 325,242 | $36.7M | 0.93% | +4,692+1.5% | Added |
| Neumeier Poma Investment Counsel LLC | 313,124 | $35.3M | 3.43% | −6,616−2.1% | Reduced |
| Invesco Ltd. | 309,980 | $35.0M | 0.01% | +74,038+31.4% | Added |
| Franklin Resources Inc | 308,544 | $34.8M | 0.01% | +26,186+9.3% | Added |
| Adage Capital Partners GP, L.L.C. | 301,708 | $34.1M | 0.06% | +225,908+298.0% | Added |
| Fisher Asset Management, LLC | 290,326 | $32.8M | 0.01% | +29,516+11.3% | Added |
| UBS Group AG | 276,012 | $31.2M | 0.01% | +20,729+8.1% | Added |
| Boston Trust Walden Corp | 267,950 | $30.2M | 0.21% | −4,612−1.7% | Reduced |
| SEI Investments Co | 253,169 | $28.6M | 0.04% | +12,206+5.1% | Added |
| Tributary Capital Management, LLC | 199,649 | $22.5M | 1.74% | +2,347+1.2% | Added |
| Holocene Advisors, LP | 190,150 | $21.5M | 0.07% | +10,931+6.1% | Added |
| Two Sigma Investments, LP | 180,832 | $20.4M | 0.05% | −46,762−20.5% | Reduced |
| Azora Capital LP | 179,645 | $20.3M | 0.91% | −221,333−55.2% | Reduced |
| Point72 Asset Management, L.P. | 176,627 | $19.9M | 0.05% | +175,834+22,173.3% | Added |
| Barclays PLC | 160,008 | $18.1M | 0.01% | −71,474−30.9% | Reduced |
| Rhumbline Advisers | 157,642 | $17.8M | 0.02% | +510+0.3% | Added |
| Price T Rowe Associates Inc | 155,133 | $17.5M | 0.00% | +70,888+84.1% | Added |
| Emerald Advisers, LLC | 151,007 | $17.0M | 0.66% | +28,592+23.4% | Added |
| Voloridge Investment Management, LLC | 148,632 | $16.8M | 0.06% | −37,679−20.2% | Reduced |
| Norges Bank | 140,309 | $15.8M | 0.00% | +24,489+21.1% | Added |
| Ceredex Value Advisors LLC | 128,750 | $14.5M | 0.29% | −11,450−8.2% | Reduced |
| First Trust Advisors LP | 126,631 | $14.3M | 0.01% | −853−0.7% | Reduced |
| UBS Asset Management Americas Inc | 125,798 | $14.2M | 0.00% | +19,426+18.3% | Added |
| Congress Asset Management Co | 125,604 | $14.2M | 0.10% | +9,349+8.0% | Added |
| Basswood Capital Management, L.L.C. | 121,787 | $13.7M | 0.80% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 118,527 | $13.4M | 0.03% | +61,468+107.7% | Added |
| Envestnet Asset Management Inc | 110,045 | $12.4M | 0.00% | −352−0.3% | Reduced |
| Third Avenue Management LLC | 102,796 | $11.6M | 2.24% | −8,100−7.3% | Reduced |
| Mutual of America Capital Management LLC | 101,916 | $11.5M | 0.12% | −879−0.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 100,863 | $11.4M | 0.69% | +7,869+8.5% | Added |
| Raymond James Financial Inc | 100,625 | $11.4M | 0.00% | +100,625 | New |
| Gator Capital Management, LLC | 100,475 | $11.3M | 4.28% | −175−0.2% | Reduced |
| Two Sigma Advisers, LP | 99,800 | $11.3M | 0.03% | −32,900−24.8% | Reduced |
| STRS Ohio | 97,900 | $11.0M | 0.04% | −6,300−6.0% | Reduced |
| Ameriprise Financial Inc | 95,534 | $10.8M | 0.00% | −18,253−16.0% | Reduced |
| Citigroup Inc | 94,097 | $10.6M | 0.01% | +7,988+9.3% | Added |
| Legal & General Group Plc | 93,727 | $10.6M | 0.00% | +2,929+3.2% | Added |
| Alliancebernstein L.P. | 92,641 | $10.5M | 0.00% | −602−0.6% | Reduced |
| Swiss National Bank | 91,100 | $10.3M | 0.01% | +700+0.8% | Added |
| Deutsche Bank AG | 88,320 | $9.97M | 0.00% | +12,423+16.4% | Added |
| Weiss Asset Management LP | 85,282 | $9.62M | 0.22% | +85,282 | New |
| Jacobs Levy Equity Management, Inc | 83,636 | $9.44M | 0.03% | +1,299+1.6% | Added |
| California Public Employees Retirement System | 83,521 | $9.43M | 0.01% | −5,579−6.3% | Reduced |
| Cubist Systematic Strategies, LLC | 82,060 | $9.26M | 0.15% | +41,762+103.6% | Added |
| Maltese Capital Management LLC | 74,800 | $8.44M | 1.29% | −42,600−36.3% | Reduced |
| Rafferty Asset Management, LLC | 73,769 | $8.33M | 0.03% | −8,148−9.9% | Reduced |
| Corebridge Financial, Inc. | 72,241 | $8.15M | 0.04% | −3,871−5.1% | Reduced |
| Peregrine Capital Management LLC | 63,054 | $7.12M | 0.21% | −9,222−12.8% | Reduced |
| Brown Advisory Inc | 60,842 | $6.87M | 0.01% | −13,122−17.7% | Reduced |
| Quantessence Capital LLC | 60,475 | $6.83M | 2.80% | +60,475 | New |
| AXA S.A. | 59,009 | $6.66M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 58,712 | $6.63M | 0.01% | −1,000−1.7% | Reduced |
| Wedge Capital Management L L P | 57,820 | $6.53M | 0.12% | +12,943+28.8% | Added |
| Hancock Whitney Corp | 54,408 | $6.14M | 0.19% | +46,386+578.2% | Added |
| Renaissance Technologies LLC | 54,000 | $6.09M | 0.01% | −70,400−56.6% | Reduced |
| Retirement Systems of Alabama | 53,995 | $6.09M | 0.02% | +109+0.2% | Added |
| King Luther Capital Management Corp | 53,535 | $6.04M | 0.03% | +6,419+13.6% | Added |
| Brant Point Investment Management LLC | 53,000 | $5.98M | 1.42% | +3,000+6.0% | Added |
| Wells Fargo & Company | 51,929 | $5.86M | 0.00% | +7,318+16.4% | Added |
| Great Lakes Advisors, LLC | 51,514 | $5.81M | 0.05% | −1,602−3.0% | Reduced |
| MetLife Investment Management | 51,299 | $5.79M | 0.03% | +3,918+8.3% | Added |
| Manufacturers Life Insurance Company, The | 51,271 | $5.79M | 0.01% | −1,191−2.3% | Reduced |
| HBK Investments L P | 51,074 | $5.76M | 0.11% | +15,758+44.6% | Added |
| Creative Planning | 50,357 | $5.68M | 0.01% | +19,031+60.8% | Added |
| Interval Partners, LP | 48,185 | $5.44M | 0.14% | −40,404−45.6% | Reduced |
| Financial Counselors Inc | 46,357 | $5.23M | 0.08% | −65−0.1% | Reduced |
| Voya Investment Management LLC | 45,840 | $5.17M | 0.01% | −2,859−5.9% | Reduced |
| NFJ Investment Group, LLC | 45,373 | $5.12M | 0.16% | −557−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 44,490 | $5.02M | 0.23% | −226−0.5% | Reduced |