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 |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 43,181 | $4.87M | 0.01% | −511−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 42,648 | $4.81M | 0.01% | +18,130+73.9% | Added |
| Formula Growth Ltd | 42,100 | $4.75M | 1.61% | +42,100 | New |
| Commerce Bank | 41,502 | $4.68M | 0.03% | −206−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 38,462 | $4.34M | 0.00% | +15,949+70.8% | Added |
| Cinctive Capital Management LP | 37,987 | $4.29M | 0.23% | +23,572+163.5% | Added |
| Great West Life Assurance Co | 37,632 | $4.25M | 0.01% | −226−0.6% | Reduced |
| Danske Bank A/S | 37,521 | $4.23M | 0.01% | +21,883+139.9% | Added |
| Comerica Bank | 34,754 | $3.92M | 0.02% | +4,201+13.7% | Added |
| Royal Bank of Canada | 33,412 | $3.77M | 0.00% | +18,607+125.7% | Added |
| Squarepoint Ops LLC | 32,540 | $3.67M | 0.01% | −9,064−21.8% | Reduced |
| Verition Fund Management LLC | 32,474 | $3.67M | 0.02% | +32,474 | New |
| Bridgeway Capital Management, LLC | 30,300 | $3.42M | 0.08% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 29,321 | $3.31M | 0.01% | +386+1.3% | Added |
| Old Mission Capital LLC | 29,152 | $3.29M | 0.08% | +29,152 | New |
| Mercer Global Advisors Inc | 27,144 | $3.06M | 0.01% | +202+0.7% | Added |
| Russell Investments Group, Ltd. | 26,744 | $3.02M | 0.00% | −627−2.3% | Reduced |
| Quest Partners LLC | 26,415 | $2.98M | 0.40% | +9,382+55.1% | Added |
| Susquehanna International Group, LLP | 26,340 | $2.97M | 0.00% | −5,543−17.4% | Reduced |
| Prudential Financial Inc | 26,199 | $2.96M | 0.00% | −66,533−71.7% | Reduced |
| Intech Investment Management LLC | 22,652 | $2.56M | 0.02% | +9,341+70.2% | Added |
| Pinebridge Investments, L.P. | 22,336 | $2.52M | 0.02% | +6,683+42.7% | Added |
| Johnson Investment Counsel Inc | 21,450 | $2.42M | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 21,296 | $2.40M | 0.00% | +393+1.9% | Added |
| Amalgamated Bank | 20,361 | $2.30M | 0.02% | +376+1.9% | Added |
| LPL Financial LLC | 20,329 | $2.29M | 0.00% | +12,845+171.6% | Added |
| Knights of Columbus Asset Advisors LLC | 20,263 | $2.29M | 0.15% | +20,263 | New |
| First National Bank of Omaha | 20,234 | $2.28M | 0.15% | −416−2.0% | Reduced |
| Truist Financial Corp | 19,565 | $2.21M | 0.00% | +83+0.4% | Added |
| Cerity Partners LLC | 20,503 | $2.20M | 0.00% | −766−3.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,400 | $2.19M | 0.35% | +19,400 | New |
| Edgestream Partners, L.P. | 19,096 | $2.16M | 0.09% | +19,096 | New |
| Jane Street Group, LLC | 19,057 | $2.15M | 0.00% | −16,907−47.0% | Reduced |
| Keeley-Teton Advisors, LLC | 18,929 | $2.14M | 0.25% | −1,502−7.4% | Reduced |
| Nisa Investment Advisors, LLC | 18,400 | $2.08M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 17,857 | $2.02M | 0.01% | −5,650−24.0% | Reduced |
| Thrivent Financial for Lutherans | 17,833 | $2.01M | 0.00% | −2,169−10.8% | Reduced |
| Guggenheim Capital LLC | 17,827 | $2.01M | 0.02% | +7,759+77.1% | Added |
| Public Employees Retirement System of Ohio | 17,635 | $1.99M | 0.01% | −40−0.2% | Reduced |
| Walleye Capital LLC | 17,592 | $1.99M | 0.02% | +15,397+701.5% | Added |
| State of New Jersey Common Pension Fund D | 17,320 | $1.95M | 0.01% | −2,002−10.4% | Reduced |
| Ensign Peak Advisors, Inc | 16,879 | $1.90M | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 16,800 | $1.90M | 0.56% | −14,700−46.7% | Reduced |
| Yousif Capital Management, LLC | 15,589 | $1.76M | 0.02% | −725−4.4% | Reduced |
| SG Americas Securities, LLC | 15,123 | $1.71M | 0.01% | +12,645+510.3% | Added |
| Jackson Creek Investment Advisors LLC | 15,031 | $1.70M | 0.51% | −469−3.0% | Reduced |
| Gsa Capital Partners LLP | 14,702 | $1.66M | 0.12% | +14,702 | New |
| Quantbot Technologies LP | 14,522 | $1.64M | 0.06% | +14,522 | New |
| Sterling Capital Management LLC | 14,439 | $1.63M | 0.02% | +3,938+37.5% | Added |
| Teachers Retirement System of the State of Kentucky | 13,962 | $1.57M | 0.01% | −680−4.6% | Reduced |
| New York State Common Retirement Fund | 13,874 | $1.57M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 13,587 | $1.53M | 0.05% | −58−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,469 | $1.52M | 0.01% | −5,060−27.3% | Reduced |
| Arizona State Retirement System | 13,419 | $1.51M | 0.01% | +84+0.6% | Added |
| Paragon Capital Management LLC | 13,263 | $1.50M | 0.80% | −2,540−16.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,160 | $1.49M | 0.01% | +8,603+188.8% | Added |
| US Bancorp | 13,105 | $1.48M | 0.00% | +4,182+46.9% | Added |
| Aquatic Capital Management LLC | 12,982 | $1.47M | 0.04% | +12,082+1,342.4% | Added |
| Convergence Investment Partners, LLC | 12,951 | $1.46M | 0.33% | +2,930+29.2% | Added |
| Assenagon Asset Management S.A. | 12,789 | $1.44M | 0.00% | +12,789 | New |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.44M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 12,300 | $1.39M | 0.03% | 00.0% | Unchanged |
| Crestline Management, LP | 12,129 | $1.37M | 0.05% | +8,333+219.5% | Added |
| Engineers Gate Manager LP | 12,022 | $1.36M | 0.02% | +9,642+405.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,645 | $1.31M | 0.00% | +1,190+11.4% | Added |
| Man Group plc | 11,268 | $1.27M | 0.00% | −15,732−58.3% | Reduced |
| Handelsbanken Fonder AB | 10,930 | $1.23M | 0.00% | +1,900+21.0% | Added |
| State of Michigan Retirement System | 10,541 | $1.19M | 0.01% | 00.0% | Unchanged |
| 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 |
| Meritage Portfolio Management | 9,910 | $1.12M | 0.07% | −11,811−54.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,869 | $1.11M | 0.02% | +28+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,807 | $1.11M | 0.01% | +29+0.3% | Added |
| State of Wisconsin Investment Board | 9,584 | $1.08M | 0.00% | +4,954+107.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,550 | $1.08M | 0.01% | +9,550 | New |
| KLP Kapitalforvaltning AS | 9,500 | $1.08M | 0.01% | +9,500 | New |
| O'Shaughnessy Asset Management, LLC | 9,200 | $1.04M | 0.01% | +653+7.6% | Added |
| SummerHaven Investment Management, LLC | 9,023 | $1.02M | 0.63% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 9,016 | $1.02M | 0.02% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 9,000 | $1.02M | 0.03% | −9,000−50.0% | Reduced |
| New Mexico Educational Retirement Board | 8,900 | $1.00M | 0.03% | 00.0% | Unchanged |
| Trust Point Inc. | 8,781 | $991.0K | 0.07% | −273−3.0% | Reduced |
| Xponance, Inc. | 8,733 | $985.6K | 0.01% | +2,693+44.6% | Added |
| Headlands Technologies LLC | 8,632 | $974.2K | 0.10% | +7,218+510.5% | Added |
| Atria Investments LLC | 8,406 | $948.7K | 0.01% | +787+10.3% | Added |
| Pacer Advisors, Inc. | 8,245 | $930.5K | 0.00% | +1,795+27.8% | Added |
| Pathstone Holdings, LLC | 8,162 | $922.7K | 0.00% | +752+10.1% | Added |
| Oppenheimer Asset Management Inc. | 8,144 | $919.1K | 0.01% | +236+3.0% | Added |
| Teacher Retirement System of Texas | 8,008 | $904.0K | 0.00% | +1,833+29.7% | Added |
| HSBC Holdings PLC | 7,391 | $837.2K | 0.00% | +2,486+50.7% | Added |
| Kavar Capital Partners Group, LLC | 7,402 | $835.4K | 0.14% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,350 | $829.5K | 0.00% | −413−5.3% | Reduced |
| Financial Advisory Service, Inc. | 7,322 | $826.3K | 0.07% | −372−4.8% | Reduced |
| RSM US Wealth Management LLC | 6,954 | $788.9K | 0.01% | −721−9.4% | Reduced |
| Pictet Asset Management Holding SA | 6,791 | $766.4K | 0.00% | +1,369+25.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,737 | $760.0K | 0.00% | −1,328−16.5% | Reduced |
| Keybank National Association | 6,652 | $750.7K | 0.00% | −800−10.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,624 | $747.6K | 0.05% | +6,624 | New |
| Country Club Bank | 6,602 | $746.4K | 0.05% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 6,425 | $725.1K | 0.01% | 00.0% | Unchanged |