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 |
|---|---|---|---|---|---|
| Mackenzie Financial Corp | 2,869 | $323.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,906 | $328.0K | 0.20% | −1,247−30.0% | Reduced |
| ETF Store, Inc. | 2,908 | $328.2K | 0.41% | 00.0% | Unchanged |
| Monument Capital Management | 2,920 | $329.6K | 0.09% | +255+9.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $338.6K | 0.00% | −3,000−50.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,048 | $344.0K | 0.03% | +3,048 | New |
| Assetmark, Inc | 3,055 | $344.8K | 0.00% | −107−3.4% | Reduced |
| Cornercap Investment Counsel Inc | 3,091 | $348.9K | 0.11% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,128 | $353.0K | 0.07% | +3,128 | New |
| Public Employees Retirement Association of Colorado | 3,216 | $363.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,298 | $372.2K | 0.01% | −100−2.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $382.3K | 0.22% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,441 | $388.4K | 0.01% | −74−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 3,603 | $397.5K | 0.00% | +304+9.2% | Added |
| Susquehanna Fundamental Investments, LLC | 3,527 | $398.1K | 0.01% | +3,527 | New |
| CWM Advisors, LLC | 3,544 | $400.0K | 0.04% | −390−9.9% | Reduced |
| Crossmark Global Holdings, Inc. | 3,634 | $410.0K | 0.01% | +186+5.4% | Added |
| Commonwealth Equity Services, LLC | 3,660 | $413.0K | 0.00% | +24+0.7% | Added |
| Avantax Advisory Services, Inc. | 3,750 | $423.3K | 0.00% | −77−2.0% | Reduced |
| Atwood & Palmer Inc | 3,778 | $426.4K | 0.03% | 00.0% | Unchanged |
| Teza Capital Management LLC | 3,803 | $429.2K | 0.06% | −264−6.5% | Reduced |
| Bailard, Inc. | 3,816 | $430.7K | 0.01% | −3,400−47.1% | Reduced |
| State of Wyoming | 3,833 | $432.6K | 0.06% | +1,215+46.4% | Added |
| GWM Advisors LLC | 3,840 | $433.4K | 0.00% | +695+22.1% | Added |
| HRT Financial LP | 3,850 | $434.0K | 0.00% | +3,850 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $451.4K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,018 | $453.5K | 0.01% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,030 | $454.8K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,071 | $461.1K | 0.01% | −1,455−26.3% | Reduced |
| Allianz Asset Management GmbH | 4,100 | $462.7K | 0.00% | −11,233−73.3% | Reduced |
| CIBC World Markets Corp | 4,197 | $473.7K | 0.00% | +4,197 | New |
| Hamilton Capital Partners Inc. | 4,208 | $474.9K | 0.04% | +878+26.4% | Added |
| Pitcairn Co | 4,245 | $479.1K | 0.03% | +286+7.2% | Added |
| GTS Securities LLC | 4,250 | $479.7K | 0.02% | +4,250 | New |
| State Board of Administration of Florida Retirement System | 4,261 | $480.9K | 0.00% | −1,590−27.2% | Reduced |
| JustInvest LLC | 4,479 | $505.5K | 0.01% | +391+9.6% | Added |
| WealthPlan Investment Management, LLC | 4,489 | $506.7K | 0.05% | +14+0.3% | Added |
| Janus Henderson Group PLC | 4,524 | $510.6K | 0.00% | −11,922−72.5% | Reduced |
| D. E. Shaw & Co., Inc. | 4,555 | $514.1K | 0.00% | −60,253−93.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $548.8K | 0.02% | +289+6.3% | Added |
| Profund Advisors LLC | 4,914 | $554.6K | 0.02% | +998+25.5% | Added |
| State of Alaska, Department of Revenue | 5,066 | $571.0K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,169 | $583.4K | 0.06% | −623−10.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,473 | $617.7K | 0.01% | +3,437+168.8% | Added |
| Jones Financial Companies LLLP | 5,499 | $620.6K | 0.00% | −59−1.1% | Reduced |
| Vontobel Holding Ltd. | 5,545 | $625.8K | 0.00% | +2,877+107.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,769 | $651.1K | 0.13% | +867+17.7% | Added |
| Fieldview Capital Management, LLC | 5,864 | $661.8K | 0.10% | +5,864 | New |
| Nomura Holdings Inc | 5,881 | $663.7K | 0.00% | +5,881 | New |
| Advantage Alpha Capital Partners LP | 5,960 | $672.6K | 0.16% | +693+13.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,010 | $678.3K | 0.00% | +232+4.0% | Added |
| XTX Topco Ltd | 6,019 | $679.3K | 0.06% | +6,019 | New |
| Cookson Peirce & Co Inc | 6,243 | $704.6K | 0.03% | +2,282+57.6% | Added |
| Bank of Montreal | 6,270 | $707.7K | 0.00% | +886+16.5% | Added |
| Douglass Winthrop Advisors, LLC | 6,425 | $725.1K | 0.01% | 00.0% | Unchanged |
| Country Club Bank | 6,602 | $746.4K | 0.05% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,624 | $747.6K | 0.05% | +6,624 | New |
| Keybank National Association | 6,652 | $750.7K | 0.00% | −800−10.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,737 | $760.0K | 0.00% | −1,328−16.5% | Reduced |
| Pictet Asset Management Holding SA | 6,791 | $766.4K | 0.00% | +1,369+25.2% | Added |
| RSM US Wealth Management LLC | 6,954 | $788.9K | 0.01% | −721−9.4% | Reduced |
| Financial Advisory Service, Inc. | 7,322 | $826.3K | 0.07% | −372−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 7,350 | $829.5K | 0.00% | −413−5.3% | Reduced |
| Kavar Capital Partners Group, LLC | 7,402 | $835.4K | 0.14% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,391 | $837.2K | 0.00% | +2,486+50.7% | Added |
| Teacher Retirement System of Texas | 8,008 | $904.0K | 0.00% | +1,833+29.7% | Added |
| Oppenheimer Asset Management Inc. | 8,144 | $919.1K | 0.01% | +236+3.0% | Added |
| Pathstone Holdings, LLC | 8,162 | $922.7K | 0.00% | +752+10.1% | Added |
| Pacer Advisors, Inc. | 8,245 | $930.5K | 0.00% | +1,795+27.8% | Added |
| Atria Investments LLC | 8,406 | $948.7K | 0.01% | +787+10.3% | Added |
| Headlands Technologies LLC | 8,632 | $974.2K | 0.10% | +7,218+510.5% | Added |
| Xponance, Inc. | 8,733 | $985.6K | 0.01% | +2,693+44.6% | Added |
| Trust Point Inc. | 8,781 | $991.0K | 0.07% | −273−3.0% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $1.00M | 0.03% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 9,000 | $1.02M | 0.03% | −9,000−50.0% | Reduced |
| Oregon Public Employees Retirement Fund | 9,016 | $1.02M | 0.02% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 9,023 | $1.02M | 0.63% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,200 | $1.04M | 0.01% | +653+7.6% | Added |
| KLP Kapitalforvaltning AS | 9,500 | $1.08M | 0.01% | +9,500 | New |
| Police & Firemen's Retirement System of New Jersey | 9,550 | $1.08M | 0.01% | +9,550 | New |
| State of Wisconsin Investment Board | 9,584 | $1.08M | 0.00% | +4,954+107.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,807 | $1.11M | 0.01% | +29+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,869 | $1.11M | 0.02% | +28+0.3% | Added |
| Meritage Portfolio Management | 9,910 | $1.12M | 0.07% | −11,811−54.4% | Reduced |
| Brinker Capital Investments, LLC | 10,033 | $1.13M | 0.01% | −623−5.8% | Reduced |
| Orion Portfolio Solutions, LLC | 10,033 | $1.13M | 0.01% | −623−5.8% | Reduced |
| State of Michigan Retirement System | 10,541 | $1.19M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,930 | $1.23M | 0.00% | +1,900+21.0% | Added |
| Man Group plc | 11,268 | $1.27M | 0.00% | −15,732−58.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,645 | $1.31M | 0.00% | +1,190+11.4% | Added |
| Engineers Gate Manager LP | 12,022 | $1.36M | 0.02% | +9,642+405.1% | Added |
| Crestline Management, LP | 12,129 | $1.37M | 0.05% | +8,333+219.5% | Added |
| Louisiana State Employees Retirement System | 12,300 | $1.39M | 0.03% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.44M | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 12,789 | $1.44M | 0.00% | +12,789 | New |
| Convergence Investment Partners, LLC | 12,951 | $1.46M | 0.33% | +2,930+29.2% | Added |
| Aquatic Capital Management LLC | 12,982 | $1.47M | 0.04% | +12,082+1,342.4% | Added |
| US Bancorp | 13,105 | $1.48M | 0.00% | +4,182+46.9% | Added |
| Schonfeld Strategic Advisors LLC | 13,160 | $1.49M | 0.01% | +8,603+188.8% | Added |
| Paragon Capital Management LLC | 13,263 | $1.50M | 0.80% | −2,540−16.1% | Reduced |