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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 125,798 | $14.2M | 0.00% | +19,426+18.3% | Added |
| First Trust Advisors LP | 126,631 | $14.3M | 0.01% | −853−0.7% | Reduced |
| Ceredex Value Advisors LLC | 128,750 | $14.5M | 0.29% | −11,450−8.2% | Reduced |
| Norges Bank | 140,309 | $15.8M | 0.00% | +24,489+21.1% | Added |
| Voloridge Investment Management, LLC | 148,632 | $16.8M | 0.06% | −37,679−20.2% | Reduced |
| Emerald Advisers, LLC | 151,007 | $17.0M | 0.66% | +28,592+23.4% | Added |
| Price T Rowe Associates Inc | 155,133 | $17.5M | 0.00% | +70,888+84.1% | Added |
| Rhumbline Advisers | 157,642 | $17.8M | 0.02% | +510+0.3% | Added |
| Barclays PLC | 160,008 | $18.1M | 0.01% | −71,474−30.9% | Reduced |
| Point72 Asset Management, L.P. | 176,627 | $19.9M | 0.05% | +175,834+22,173.3% | Added |
| Azora Capital LP | 179,645 | $20.3M | 0.91% | −221,333−55.2% | Reduced |
| Two Sigma Investments, LP | 180,832 | $20.4M | 0.05% | −46,762−20.5% | Reduced |
| Holocene Advisors, LP | 190,150 | $21.5M | 0.07% | +10,931+6.1% | Added |
| Tributary Capital Management, LLC | 199,649 | $22.5M | 1.74% | +2,347+1.2% | Added |
| SEI Investments Co | 253,169 | $28.6M | 0.04% | +12,206+5.1% | Added |
| Boston Trust Walden Corp | 267,950 | $30.2M | 0.21% | −4,612−1.7% | Reduced |
| UBS Group AG | 276,012 | $31.2M | 0.01% | +20,729+8.1% | Added |
| Fisher Asset Management, LLC | 290,326 | $32.8M | 0.01% | +29,516+11.3% | Added |
| Adage Capital Partners GP, L.L.C. | 301,708 | $34.1M | 0.06% | +225,908+298.0% | Added |
| Franklin Resources Inc | 308,544 | $34.8M | 0.01% | +26,186+9.3% | Added |
| Invesco Ltd. | 309,980 | $35.0M | 0.01% | +74,038+31.4% | Added |
| Neumeier Poma Investment Counsel LLC | 313,124 | $35.3M | 3.43% | −6,616−2.1% | Reduced |
| Systematic Financial Management LP | 325,242 | $36.7M | 0.93% | +4,692+1.5% | Added |
| ProShare Advisors LLC | 328,869 | $37.1M | 0.08% | −13,349−3.9% | Reduced |
| Morgan Stanley | 373,132 | $42.1M | 0.00% | +8,640+2.4% | Added |
| AQR Capital Management LLC | 394,599 | $44.5M | 0.06% | +34,906+9.7% | Added |
| JPMorgan Chase & Co | 415,607 | $46.9M | 0.00% | +98,427+31.0% | Added |
| Zurich Insurance Group Ltd | 418,228 | $47.2M | 0.38% | −43,486−9.4% | Reduced |
| Global Alpha Capital Management Ltd. | 422,023 | $47.6M | 3.46% | −130,136−23.6% | Reduced |
| Freestone Grove Partners LP | 427,390 | $48.2M | 0.59% | +427,390 | New |
| Nuveen Asset Management, LLC | 427,586 | $48.3M | 0.01% | +67,480+18.7% | Added |
| Bank of America Corp | 429,919 | $48.5M | 0.00% | −166,394−27.9% | Reduced |
| Neuberger Berman Group LLC | 449,987 | $50.8M | 0.04% | +446,454+12,636.7% | Added |
| Bank of New York Mellon Corp | 451,144 | $50.9M | 0.01% | −32,822−6.8% | Reduced |
| Captrust Financial Advisors | 461,031 | $52.0M | 0.15% | +68,634+17.5% | Added |
| Massachusetts Financial Services Co | 463,546 | $52.3M | 0.02% | −39,840−7.9% | Reduced |
| Charles Schwab Investment Management Inc | 563,762 | $63.6M | 0.01% | −16,412−2.8% | Reduced |
| Northern Trust Corp | 637,072 | $71.9M | 0.01% | +88,705+16.2% | Added |
| GW&K Investment Management, LLC | 650,172 | $73.4M | 0.62% | −3,326−0.5% | Reduced |
| Millennium Management LLC | 777,308 | $87.7M | 0.08% | −72,061−8.5% | Reduced |
| FMR LLC | 790,526 | $89.2M | 0.01% | −159,161−16.8% | Reduced |
| Principal Financial Group Inc | 805,190 | $90.9M | 0.05% | −61,658−7.1% | Reduced |
| Goldman Sachs Group Inc | 1,011,474 | $114.2M | 0.02% | +431,444+74.4% | Added |
| Geode Capital Management, LLC | 1,112,460 | $125.6M | 0.01% | −1,791−0.2% | Reduced |
| Victory Capital Management Inc | 1,448,194 | $163.4M | 0.16% | −179,373−11.0% | Reduced |
| Dimensional Fund Advisors LP | 1,515,007 | $171.0M | 0.04% | −79,416−5.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,738,795 | $194.4M | 0.31% | −144,955−7.7% | Reduced |
| American Century Companies Inc | 1,907,422 | $215.3M | 0.12% | −40,605−2.1% | Reduced |
| Wellington Management Group LLP | 2,021,285 | $228.1M | 0.04% | +102,104+5.3% | Added |
| Citadel Advisors LLC | 2,021,581 | $228.2M | 0.21% | −138,924−6.4% | Reduced |
| State Street Corp | 3,129,526 | $354.5M | 0.01% | +304,875+10.8% | Added |
| Umb Bank N A | 4,408,782 | $497.6M | 7.87% | −290,779−6.2% | Reduced |
| Vanguard Group Inc | 4,762,481 | $537.5M | 0.01% | +48,507+1.0% | Added |
| BlackRock, Inc. | 6,051,207 | $682.9M | 0.01% | +126,719+2.1% | Added |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −137,873−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −31,743−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −30,073−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −29,100−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −18,340−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,916−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,272−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,135−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,165−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,005−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |