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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 13,419 | $1.51M | 0.01% | +84+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 13,469 | $1.52M | 0.01% | −5,060−27.3% | Reduced |
| Ameritas Investment Partners, Inc. | 13,587 | $1.53M | 0.05% | −58−0.4% | Reduced |
| New York State Common Retirement Fund | 13,874 | $1.57M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,962 | $1.57M | 0.01% | −680−4.6% | Reduced |
| Sterling Capital Management LLC | 14,439 | $1.63M | 0.02% | +3,938+37.5% | Added |
| Quantbot Technologies LP | 14,522 | $1.64M | 0.06% | +14,522 | New |
| Gsa Capital Partners LLP | 14,702 | $1.66M | 0.12% | +14,702 | New |
| Jackson Creek Investment Advisors LLC | 15,031 | $1.70M | 0.51% | −469−3.0% | Reduced |
| SG Americas Securities, LLC | 15,123 | $1.71M | 0.01% | +12,645+510.3% | Added |
| Yousif Capital Management, LLC | 15,589 | $1.76M | 0.02% | −725−4.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 16,800 | $1.90M | 0.56% | −14,700−46.7% | Reduced |
| Ensign Peak Advisors, Inc | 16,879 | $1.90M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 17,320 | $1.95M | 0.01% | −2,002−10.4% | Reduced |
| Walleye Capital LLC | 17,592 | $1.99M | 0.02% | +15,397+701.5% | Added |
| Public Employees Retirement System of Ohio | 17,635 | $1.99M | 0.01% | −40−0.2% | Reduced |
| Guggenheim Capital LLC | 17,827 | $2.01M | 0.02% | +7,759+77.1% | Added |
| Thrivent Financial for Lutherans | 17,833 | $2.01M | 0.00% | −2,169−10.8% | Reduced |
| State of Tennessee, Treasury Department | 17,857 | $2.02M | 0.01% | −5,650−24.0% | Reduced |
| Nisa Investment Advisors, LLC | 18,400 | $2.08M | 0.01% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 18,929 | $2.14M | 0.25% | −1,502−7.4% | Reduced |
| Jane Street Group, LLC | 19,057 | $2.15M | 0.00% | −16,907−47.0% | Reduced |
| Edgestream Partners, L.P. | 19,096 | $2.16M | 0.09% | +19,096 | New |
| Dynamic Technology Lab Private Ltd | 19,400 | $2.19M | 0.35% | +19,400 | New |
| Cerity Partners LLC | 20,503 | $2.20M | 0.00% | −766−3.6% | Reduced |
| Truist Financial Corp | 19,565 | $2.21M | 0.00% | +83+0.4% | Added |
| First National Bank of Omaha | 20,234 | $2.28M | 0.15% | −416−2.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 20,263 | $2.29M | 0.15% | +20,263 | New |
| LPL Financial LLC | 20,329 | $2.29M | 0.00% | +12,845+171.6% | Added |
| Amalgamated Bank | 20,361 | $2.30M | 0.02% | +376+1.9% | Added |
| Mariner, LLC | 21,296 | $2.40M | 0.00% | +393+1.9% | Added |
| Johnson Investment Counsel Inc | 21,450 | $2.42M | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 22,336 | $2.52M | 0.02% | +6,683+42.7% | Added |
| Intech Investment Management LLC | 22,652 | $2.56M | 0.02% | +9,341+70.2% | Added |
| Prudential Financial Inc | 26,199 | $2.96M | 0.00% | −66,533−71.7% | Reduced |
| Susquehanna International Group, LLP | 26,340 | $2.97M | 0.00% | −5,543−17.4% | Reduced |
| Quest Partners LLC | 26,415 | $2.98M | 0.40% | +9,382+55.1% | Added |
| Russell Investments Group, Ltd. | 26,744 | $3.02M | 0.00% | −627−2.3% | Reduced |
| Mercer Global Advisors Inc | 27,144 | $3.06M | 0.01% | +202+0.7% | Added |
| Old Mission Capital LLC | 29,152 | $3.29M | 0.08% | +29,152 | New |
| Natixis Advisors, L.P. | 29,321 | $3.31M | 0.01% | +386+1.3% | Added |
| Bridgeway Capital Management, LLC | 30,300 | $3.42M | 0.08% | 00.0% | Unchanged |
| Verition Fund Management LLC | 32,474 | $3.67M | 0.02% | +32,474 | New |
| Squarepoint Ops LLC | 32,540 | $3.67M | 0.01% | −9,064−21.8% | Reduced |
| Royal Bank of Canada | 33,412 | $3.77M | 0.00% | +18,607+125.7% | Added |
| Comerica Bank | 34,754 | $3.92M | 0.02% | +4,201+13.7% | Added |
| Danske Bank A/S | 37,521 | $4.23M | 0.01% | +21,883+139.9% | Added |
| Great West Life Assurance Co | 37,632 | $4.25M | 0.01% | −226−0.6% | Reduced |
| Cinctive Capital Management LP | 37,987 | $4.29M | 0.23% | +23,572+163.5% | Added |
| BNP Paribas Arbitrage, SA | 38,462 | $4.34M | 0.00% | +15,949+70.8% | Added |
| Commerce Bank | 41,502 | $4.68M | 0.03% | −206−0.5% | Reduced |
| Formula Growth Ltd | 42,100 | $4.75M | 1.61% | +42,100 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 42,648 | $4.81M | 0.01% | +18,130+73.9% | Added |
| California State Teachers Retirement System | 43,181 | $4.87M | 0.01% | −511−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 44,490 | $5.02M | 0.23% | −226−0.5% | Reduced |
| NFJ Investment Group, LLC | 45,373 | $5.12M | 0.16% | −557−1.2% | Reduced |
| Voya Investment Management LLC | 45,840 | $5.17M | 0.01% | −2,859−5.9% | Reduced |
| Financial Counselors Inc | 46,357 | $5.23M | 0.08% | −65−0.1% | Reduced |
| Interval Partners, LP | 48,185 | $5.44M | 0.14% | −40,404−45.6% | Reduced |
| Creative Planning | 50,357 | $5.68M | 0.01% | +19,031+60.8% | Added |
| HBK Investments L P | 51,074 | $5.76M | 0.11% | +15,758+44.6% | Added |
| Manufacturers Life Insurance Company, The | 51,271 | $5.79M | 0.01% | −1,191−2.3% | Reduced |
| MetLife Investment Management | 51,299 | $5.79M | 0.03% | +3,918+8.3% | Added |
| Great Lakes Advisors, LLC | 51,514 | $5.81M | 0.05% | −1,602−3.0% | Reduced |
| Wells Fargo & Company | 51,929 | $5.86M | 0.00% | +7,318+16.4% | Added |
| Brant Point Investment Management LLC | 53,000 | $5.98M | 1.42% | +3,000+6.0% | Added |
| King Luther Capital Management Corp | 53,535 | $6.04M | 0.03% | +6,419+13.6% | Added |
| Retirement Systems of Alabama | 53,995 | $6.09M | 0.02% | +109+0.2% | Added |
| Renaissance Technologies LLC | 54,000 | $6.09M | 0.01% | −70,400−56.6% | Reduced |
| Hancock Whitney Corp | 54,408 | $6.14M | 0.19% | +46,386+578.2% | Added |
| Wedge Capital Management L L P | 57,820 | $6.53M | 0.12% | +12,943+28.8% | Added |
| New York State Teachers Retirement System | 58,712 | $6.63M | 0.01% | −1,000−1.7% | Reduced |
| AXA S.A. | 59,009 | $6.66M | 0.02% | 00.0% | Unchanged |
| Quantessence Capital LLC | 60,475 | $6.83M | 2.80% | +60,475 | New |
| Brown Advisory Inc | 60,842 | $6.87M | 0.01% | −13,122−17.7% | Reduced |
| Peregrine Capital Management LLC | 63,054 | $7.12M | 0.21% | −9,222−12.8% | Reduced |
| Corebridge Financial, Inc. | 72,241 | $8.15M | 0.04% | −3,871−5.1% | Reduced |
| Rafferty Asset Management, LLC | 73,769 | $8.33M | 0.03% | −8,148−9.9% | Reduced |
| Maltese Capital Management LLC | 74,800 | $8.44M | 1.29% | −42,600−36.3% | Reduced |
| Cubist Systematic Strategies, LLC | 82,060 | $9.26M | 0.15% | +41,762+103.6% | Added |
| California Public Employees Retirement System | 83,521 | $9.43M | 0.01% | −5,579−6.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 83,636 | $9.44M | 0.03% | +1,299+1.6% | Added |
| Weiss Asset Management LP | 85,282 | $9.62M | 0.22% | +85,282 | New |
| Deutsche Bank AG | 88,320 | $9.97M | 0.00% | +12,423+16.4% | Added |
| Swiss National Bank | 91,100 | $10.3M | 0.01% | +700+0.8% | Added |
| Alliancebernstein L.P. | 92,641 | $10.5M | 0.00% | −602−0.6% | Reduced |
| Legal & General Group Plc | 93,727 | $10.6M | 0.00% | +2,929+3.2% | Added |
| Citigroup Inc | 94,097 | $10.6M | 0.01% | +7,988+9.3% | Added |
| Ameriprise Financial Inc | 95,534 | $10.8M | 0.00% | −18,253−16.0% | Reduced |
| STRS Ohio | 97,900 | $11.0M | 0.04% | −6,300−6.0% | Reduced |
| Two Sigma Advisers, LP | 99,800 | $11.3M | 0.03% | −32,900−24.8% | Reduced |
| Gator Capital Management, LLC | 100,475 | $11.3M | 4.28% | −175−0.2% | Reduced |
| Raymond James Financial Inc | 100,625 | $11.4M | 0.00% | +100,625 | New |
| Emerald Mutual Fund Advisers Trust | 100,863 | $11.4M | 0.69% | +7,869+8.5% | Added |
| Mutual of America Capital Management LLC | 101,916 | $11.5M | 0.12% | −879−0.9% | Reduced |
| Third Avenue Management LLC | 102,796 | $11.6M | 2.24% | −8,100−7.3% | Reduced |
| Envestnet Asset Management Inc | 110,045 | $12.4M | 0.00% | −352−0.3% | Reduced |
| Federated Hermes, Inc. | 118,527 | $13.4M | 0.03% | +61,468+107.7% | Added |
| Basswood Capital Management, L.L.C. | 121,787 | $13.7M | 0.80% | 00.0% | Unchanged |
| Congress Asset Management Co | 125,604 | $14.2M | 0.10% | +9,349+8.0% | Added |