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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 1 | $113 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $113 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $113 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $226 | 0.00% | +2 | New |
| IFP Advisors, Inc | 3 | $339 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $339 | 0.00% | +3 | New |
| WPG Advisers, LLC | 3 | $339 | 0.00% | +3 | New |
| Amundi | 4 | $441 | 0.00% | +4 | New |
| Huntington National Bank | 4 | $451 | 0.00% | −25−86.2% | Reduced |
| Skopos Labs, Inc. | 5 | $565 | 0.00% | +5 | New |
| Continuum Advisory, LLC | 6 | $677 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $677 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 10 | $1.13K | 0.00% | −40−80.0% | Reduced |
| Private Wealth Management Group, LLC | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.35K | 0.00% | −2−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.47K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 13 | $1.57K | 0.00% | +1+8.3% | Added |
| GeoWealth Management, LLC | 17 | $1.92K | 0.00% | −5−22.7% | Reduced |
| Hexagon Capital Partners LLC | 21 | $2.37K | 0.00% | −86−80.4% | Reduced |
| Bell Investment Advisors, Inc | 22 | $2.48K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 41 | $4.00K | 0.00% | +16+64.0% | Added |
| Manchester Capital Management LLC | 36 | $4.06K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $5.08K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $5.19K | 0.00% | +6+15.0% | Added |
| Rothschild Investment LLC | 50 | $5.64K | 0.00% | +5+11.1% | Added |
| Johnson Financial Group, Inc. | 52 | $6.13K | 0.00% | −21−28.8% | Reduced |
| Bayforest Capital Ltd | 60 | $6.77K | 0.01% | +60 | New |
| Versant Capital Management, Inc | 62 | $7.00K | 0.00% | +59+1,966.7% | Added |
| Farther Finance Advisors, LLC | 63 | $7.11K | 0.00% | −10−13.7% | Reduced |
| Key Financial Inc | 63 | $7.11K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $7.11K | 0.00% | +3+5.0% | Added |
| Quent Capital, LLC | 82 | $9.26K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 95 | $10.8K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 102 | $11.5K | 0.00% | +102 | New |
| Private Trust Co NA | 105 | $11.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 106 | $12.0K | 0.00% | +11+11.6% | Added |
| Aster Capital Management (DIFC) Ltd | 112 | $12.6K | 0.00% | +112 | New |
| EverSource Wealth Advisors, LLC | 128 | $14.4K | 0.00% | +34+36.2% | Added |
| Smartleaf Asset Management LLC | 144 | $16.3K | 0.00% | +37+34.6% | Added |
| Northwestern Mutual Wealth Management Co | 149 | $16.8K | 0.00% | +21+16.4% | Added |
| Bessemer Group Inc | 178 | $20.0K | 0.00% | +51+40.2% | Added |
| Harbor Capital Advisors, Inc. | 205 | $23.0K | 0.00% | +24+13.3% | Added |
| V-Square Quantitative Management LLC | 243 | $27.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 250 | $28.2K | 0.01% | +1+0.4% | Added |
| SRS Capital Advisors, Inc. | 254 | $28.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 258 | $29.1K | 0.00% | −7−2.6% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $33.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $33.9K | 0.01% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 318 | $35.9K | 0.09% | +318 | New |
| Allworth Financial LP | 351 | $42.3K | 0.00% | −4−1.1% | Reduced |
| Ci Investments Inc. | 404 | $46.0K | 0.00% | +404 | New |
| GAMMA Investing LLC | 415 | $46.8K | 0.00% | +81+24.3% | Added |
| Fifth Third Bancorp | 452 | $51.0K | 0.00% | +3+0.7% | Added |
| USA Financial Portformulas Corp | 483 | $54.5K | 0.01% | +268+124.7% | Added |
| Advisor Group Holdings, Inc. | 1,562 | $61.6K | 0.00% | +1,227+366.3% | Added |
| Covestor Ltd | 555 | $63.0K | 0.04% | +124+28.8% | Added |
| First Horizon Advisors, Inc. | 581 | $65.6K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 605 | $68.3K | 0.07% | +605 | New |
| MAI Capital Management | 672 | $75.9K | 0.00% | +672 | New |
| AdvisorNet Financial, Inc | 738 | $83.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 798 | $90.1K | 0.00% | +47+6.3% | Added |
| Venturi Wealth Management, LLC | 850 | $95.9K | 0.00% | +850 | New |
| Central Trust Co | 911 | $102.8K | 0.00% | −206−18.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 914 | $103.2K | 0.00% | +914 | New |
| R Squared Ltd | 1,040 | $117.4K | 0.11% | +1,040 | New |
| Pinney & Scofield, Inc. | 1,346 | $151.9K | 0.12% | +1,346 | New |
| Lazard Asset Management LLC | 1,398 | $157.0K | 0.00% | +42+3.1% | Added |
| 1620 Investment Advisors, Inc. | 1,435 | $162.0K | 0.12% | −70−4.7% | Reduced |
| Leonteq Securities AG | 1,450 | $163.6K | 0.02% | +1,450 | New |
| Acropolis Investment Management, LLC | 1,485 | $167.6K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,778 | $200.6K | 0.00% | +1,778 | New |
| Resources Investment Advisors, LLC. | 1,858 | $209.7K | 0.00% | +1,858 | New |
| Ellenbecker Investment Group | 1,874 | $211.5K | 0.04% | +1,874 | New |
| Quantinno Capital Management LP | 1,895 | $213.9K | 0.00% | +1,895 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | $214.8K | 0.09% | +700+58.3% | Added |
| Corton Capital Inc. | 1,913 | $215.9K | 0.12% | −575−23.1% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,938 | $218.1K | 0.06% | +1,938 | New |
| Stifel Financial Corp | 1,938 | $218.7K | 0.00% | +1,938 | New |
| KBC Group NV | 2,004 | $226.0K | 0.00% | +690+52.5% | Added |
| Anb Bank | 2,021 | $228.1K | 0.10% | +2,021 | New |
| Heritage Family Offices, LLP | 2,059 | $232.4K | 0.12% | +125+6.5% | Added |
| Coldstream Capital Management Inc | 2,070 | $233.6K | 0.00% | −10.0% | Reduced |
| Marshall Wace, LLP | 2,100 | $237.0K | 0.00% | +2,100 | New |
| Cetera Investment Advisers | 2,107 | $237.8K | 0.00% | +2,107 | New |
| MML Investors Services, LLC | 2,106 | $238.0K | 0.00% | +128+6.5% | Added |
| HB Wealth Management, LLC | 2,157 | $243.4K | 0.00% | +2,157 | New |
| Greenleaf Trust | 2,205 | $248.9K | 0.00% | −16−0.7% | Reduced |
| Regions Financial Corp | 2,302 | $259.8K | 0.00% | −17−0.7% | Reduced |
| EP Wealth Advisors, LLC | 2,361 | $266.5K | 0.00% | +130+5.8% | Added |
| Fiduciary Trust Co | 2,383 | $268.9K | 0.00% | +2,383 | New |
| Savant Capital, LLC | 2,423 | $273.5K | 0.00% | +34+1.4% | Added |
| Park Avenue Securities LLC | 2,520 | $284.0K | 0.00% | +2,520 | New |
| Quadrant Capital Group LLC | 2,653 | $299.4K | 0.02% | −73−2.7% | Reduced |
| Inceptionr LLC | 2,700 | $304.7K | 0.07% | +2,700 | New |
| Kornitzer Capital Management Inc | 2,800 | $316.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,800 | $316.0K | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 2,808 | $317.0K | 0.00% | +298+11.9% | Added |
| Janney Montgomery Scott LLC | 2,818 | $318.0K | 0.00% | −13−0.5% | Reduced |