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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 415 | $46.8K | 0.00% | +81+24.3% | Added |
| Ci Investments Inc. | 404 | $46.0K | 0.00% | +404 | New |
| Allworth Financial LP | 351 | $42.3K | 0.00% | −4−1.1% | Reduced |
| FLP Wealth Management, LLC | 318 | $35.9K | 0.09% | +318 | New |
| Nomura Asset Management Co Ltd | 300 | $33.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $33.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 258 | $29.1K | 0.00% | −7−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 254 | $28.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 250 | $28.2K | 0.01% | +1+0.4% | Added |
| V-Square Quantitative Management LLC | 243 | $27.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 205 | $23.0K | 0.00% | +24+13.3% | Added |
| Bessemer Group Inc | 178 | $20.0K | 0.00% | +51+40.2% | Added |
| Northwestern Mutual Wealth Management Co | 149 | $16.8K | 0.00% | +21+16.4% | Added |
| Smartleaf Asset Management LLC | 144 | $16.3K | 0.00% | +37+34.6% | Added |
| EverSource Wealth Advisors, LLC | 128 | $14.4K | 0.00% | +34+36.2% | Added |
| Aster Capital Management (DIFC) Ltd | 112 | $12.6K | 0.00% | +112 | New |
| Principal Securities, Inc. | 106 | $12.0K | 0.00% | +11+11.6% | Added |
| Private Trust Co NA | 105 | $11.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 102 | $11.5K | 0.00% | +102 | New |
| Accent Capital Management, LLC | 95 | $10.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $9.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 63 | $7.11K | 0.00% | −10−13.7% | Reduced |
| Key Financial Inc | 63 | $7.11K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 63 | $7.11K | 0.00% | +3+5.0% | Added |
| Versant Capital Management, Inc | 62 | $7.00K | 0.00% | +59+1,966.7% | Added |
| Bayforest Capital Ltd | 60 | $6.77K | 0.01% | +60 | New |
| Johnson Financial Group, Inc. | 52 | $6.13K | 0.00% | −21−28.8% | Reduced |
| Rothschild Investment LLC | 50 | $5.64K | 0.00% | +5+11.1% | Added |
| Global Retirement Partners, LLC | 46 | $5.19K | 0.00% | +6+15.0% | Added |
| JFS Wealth Advisors, LLC | 45 | $5.08K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $4.06K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 41 | $4.00K | 0.00% | +16+64.0% | Added |
| Bell Investment Advisors, Inc | 22 | $2.48K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $2.37K | 0.00% | −86−80.4% | Reduced |
| GeoWealth Management, LLC | 17 | $1.92K | 0.00% | −5−22.7% | Reduced |
| Proequities, Inc. | 13 | $1.57K | 0.00% | +1+8.3% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.47K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.35K | 0.00% | −2−14.3% | Reduced |
| Private Wealth Management Group, LLC | 11 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 10 | $1.13K | 0.00% | −40−80.0% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $677 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $677 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5 | $565 | 0.00% | +5 | New |
| Huntington National Bank | 4 | $451 | 0.00% | −25−86.2% | Reduced |
| Amundi | 4 | $441 | 0.00% | +4 | New |
| IFP Advisors, Inc | 3 | $339 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $339 | 0.00% | +3 | New |
| WPG Advisers, LLC | 3 | $339 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 2 | $226 | 0.00% | +2 | New |
| Parkside Financial Bank & Trust | 1 | $113 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $113 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $113 | 0.00% | +1 | New |
| 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 |