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 |
|---|---|---|---|---|---|
| Bank of Montreal | 6,270 | $707.7K | 0.00% | +886+16.5% | Added |
| Cookson Peirce & Co Inc | 6,243 | $704.6K | 0.03% | +2,282+57.6% | Added |
| XTX Topco Ltd | 6,019 | $679.3K | 0.06% | +6,019 | New |
| Envestnet Portfolio Solutions, Inc. | 6,010 | $678.3K | 0.00% | +232+4.0% | Added |
| Advantage Alpha Capital Partners LP | 5,960 | $672.6K | 0.16% | +693+13.2% | Added |
| Nomura Holdings Inc | 5,881 | $663.7K | 0.00% | +5,881 | New |
| Fieldview Capital Management, LLC | 5,864 | $661.8K | 0.10% | +5,864 | New |
| Gallagher Fiduciary Advisors, LLC | 5,769 | $651.1K | 0.13% | +867+17.7% | Added |
| Vontobel Holding Ltd. | 5,545 | $625.8K | 0.00% | +2,877+107.8% | Added |
| Jones Financial Companies LLLP | 5,499 | $620.6K | 0.00% | −59−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,473 | $617.7K | 0.01% | +3,437+168.8% | Added |
| Landscape Capital Management, L.L.C. | 5,169 | $583.4K | 0.06% | −623−10.8% | Reduced |
| State of Alaska, Department of Revenue | 5,066 | $571.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,914 | $554.6K | 0.02% | +998+25.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $548.8K | 0.02% | +289+6.3% | Added |
| D. E. Shaw & Co., Inc. | 4,555 | $514.1K | 0.00% | −60,253−93.0% | Reduced |
| Janus Henderson Group PLC | 4,524 | $510.6K | 0.00% | −11,922−72.5% | Reduced |
| WealthPlan Investment Management, LLC | 4,489 | $506.7K | 0.05% | +14+0.3% | Added |
| JustInvest LLC | 4,479 | $505.5K | 0.01% | +391+9.6% | Added |
| State Board of Administration of Florida Retirement System | 4,261 | $480.9K | 0.00% | −1,590−27.2% | Reduced |
| GTS Securities LLC | 4,250 | $479.7K | 0.02% | +4,250 | New |
| Pitcairn Co | 4,245 | $479.1K | 0.03% | +286+7.2% | Added |
| Hamilton Capital Partners Inc. | 4,208 | $474.9K | 0.04% | +878+26.4% | Added |
| CIBC World Markets Corp | 4,197 | $473.7K | 0.00% | +4,197 | New |
| Allianz Asset Management GmbH | 4,100 | $462.7K | 0.00% | −11,233−73.3% | Reduced |
| Atria Wealth Solutions, Inc. | 4,071 | $461.1K | 0.01% | −1,455−26.3% | Reduced |
| Papp L Roy & Associates | 4,030 | $454.8K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,018 | $453.5K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $451.4K | 0.05% | 00.0% | Unchanged |
| HRT Financial LP | 3,850 | $434.0K | 0.00% | +3,850 | New |
| GWM Advisors LLC | 3,840 | $433.4K | 0.00% | +695+22.1% | Added |
| State of Wyoming | 3,833 | $432.6K | 0.06% | +1,215+46.4% | Added |
| Bailard, Inc. | 3,816 | $430.7K | 0.01% | −3,400−47.1% | Reduced |
| Teza Capital Management LLC | 3,803 | $429.2K | 0.06% | −264−6.5% | Reduced |
| Atwood & Palmer Inc | 3,778 | $426.4K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,750 | $423.3K | 0.00% | −77−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 3,660 | $413.0K | 0.00% | +24+0.7% | Added |
| Crossmark Global Holdings, Inc. | 3,634 | $410.0K | 0.01% | +186+5.4% | Added |
| CWM Advisors, LLC | 3,544 | $400.0K | 0.04% | −390−9.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,527 | $398.1K | 0.01% | +3,527 | New |
| CIBC Private Wealth Group, LLC | 3,603 | $397.5K | 0.00% | +304+9.2% | Added |
| Signaturefd, LLC | 3,441 | $388.4K | 0.01% | −74−2.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $382.3K | 0.22% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,298 | $372.2K | 0.01% | −100−2.9% | Reduced |
| Public Employees Retirement Association of Colorado | 3,216 | $363.0K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,128 | $353.0K | 0.07% | +3,128 | New |
| Cornercap Investment Counsel Inc | 3,091 | $348.9K | 0.11% | 00.0% | Unchanged |
| Assetmark, Inc | 3,055 | $344.8K | 0.00% | −107−3.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,048 | $344.0K | 0.03% | +3,048 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $338.6K | 0.00% | −3,000−50.0% | Reduced |
| Monument Capital Management | 2,920 | $329.6K | 0.09% | +255+9.6% | Added |
| ETF Store, Inc. | 2,908 | $328.2K | 0.41% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,906 | $328.0K | 0.20% | −1,247−30.0% | Reduced |
| Mackenzie Financial Corp | 2,869 | $323.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,818 | $318.0K | 0.00% | −13−0.5% | Reduced |
| CWM, LLC | 2,808 | $317.0K | 0.00% | +298+11.9% | Added |
| High Net Worth Advisory Group LLC | 2,800 | $316.0K | 0.09% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 2,800 | $316.0K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 2,700 | $304.7K | 0.07% | +2,700 | New |
| Quadrant Capital Group LLC | 2,653 | $299.4K | 0.02% | −73−2.7% | Reduced |
| Park Avenue Securities LLC | 2,520 | $284.0K | 0.00% | +2,520 | New |
| Savant Capital, LLC | 2,423 | $273.5K | 0.00% | +34+1.4% | Added |
| Fiduciary Trust Co | 2,383 | $268.9K | 0.00% | +2,383 | New |
| EP Wealth Advisors, LLC | 2,361 | $266.5K | 0.00% | +130+5.8% | Added |
| Regions Financial Corp | 2,302 | $259.8K | 0.00% | −17−0.7% | Reduced |
| Greenleaf Trust | 2,205 | $248.9K | 0.00% | −16−0.7% | Reduced |
| HB Wealth Management, LLC | 2,157 | $243.4K | 0.00% | +2,157 | New |
| MML Investors Services, LLC | 2,106 | $238.0K | 0.00% | +128+6.5% | Added |
| Cetera Investment Advisers | 2,107 | $237.8K | 0.00% | +2,107 | New |
| Marshall Wace, LLP | 2,100 | $237.0K | 0.00% | +2,100 | New |
| Coldstream Capital Management Inc | 2,070 | $233.6K | 0.00% | −10.0% | Reduced |
| Heritage Family Offices, LLP | 2,059 | $232.4K | 0.12% | +125+6.5% | Added |
| Anb Bank | 2,021 | $228.1K | 0.10% | +2,021 | New |
| KBC Group NV | 2,004 | $226.0K | 0.00% | +690+52.5% | Added |
| Stifel Financial Corp | 1,938 | $218.7K | 0.00% | +1,938 | New |
| Bridgewealth Advisory Group, LLC | 1,938 | $218.1K | 0.06% | +1,938 | New |
| Corton Capital Inc. | 1,913 | $215.9K | 0.12% | −575−23.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | $214.8K | 0.09% | +700+58.3% | Added |
| Quantinno Capital Management LP | 1,895 | $213.9K | 0.00% | +1,895 | New |
| Ellenbecker Investment Group | 1,874 | $211.5K | 0.04% | +1,874 | New |
| Resources Investment Advisors, LLC. | 1,858 | $209.7K | 0.00% | +1,858 | New |
| HighTower Advisors, LLC | 1,778 | $200.6K | 0.00% | +1,778 | New |
| Acropolis Investment Management, LLC | 1,485 | $167.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,450 | $163.6K | 0.02% | +1,450 | New |
| 1620 Investment Advisors, Inc. | 1,435 | $162.0K | 0.12% | −70−4.7% | Reduced |
| Lazard Asset Management LLC | 1,398 | $157.0K | 0.00% | +42+3.1% | Added |
| Pinney & Scofield, Inc. | 1,346 | $151.9K | 0.12% | +1,346 | New |
| R Squared Ltd | 1,040 | $117.4K | 0.11% | +1,040 | New |
| Steward Partners Investment Advisory, LLC | 914 | $103.2K | 0.00% | +914 | New |
| Central Trust Co | 911 | $102.8K | 0.00% | −206−18.4% | Reduced |
| Venturi Wealth Management, LLC | 850 | $95.9K | 0.00% | +850 | New |
| Parallel Advisors, LLC | 798 | $90.1K | 0.00% | +47+6.3% | Added |
| AdvisorNet Financial, Inc | 738 | $83.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 672 | $75.9K | 0.00% | +672 | New |
| Caitong International Asset Management Co., Ltd | 605 | $68.3K | 0.07% | +605 | New |
| First Horizon Advisors, Inc. | 581 | $65.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 555 | $63.0K | 0.04% | +124+28.8% | Added |
| Advisor Group Holdings, Inc. | 1,562 | $61.6K | 0.00% | +1,227+366.3% | Added |
| USA Financial Portformulas Corp | 483 | $54.5K | 0.01% | +268+124.7% | Added |
| Fifth Third Bancorp | 452 | $51.0K | 0.00% | +3+0.7% | Added |