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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q1 2025
Institutional positions in Umb Financial Corp as of Mar 31, 2025. 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
- 411
- +59 vs. Q4 2024
- Shares held
- 67.2M
- +16.4M (+32.3%) vs. Q4 2024
- Total value
- $6.79B
- +$1.06B (+18.6%) vs. Q4 2024
- New holders
- 111
- 194 more added
- Sold out
- 52
- 73 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 483 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,831,198 | $892.8M | 0.02% | +2,779,991+45.9% | Added |
| Vanguard Group Inc | 7,332,764 | $741.3M | 0.01% | +2,570,283+54.0% | Added |
| Umb Bank N A | 4,397,386 | $444.6M | 7.33% | −11,396−0.3% | Reduced |
| State Street Corp | 3,982,776 | $404.1M | 0.02% | +853,250+27.3% | Added |
| Dimensional Fund Advisors LP | 2,700,678 | $273.0M | 0.07% | +1,185,671+78.3% | Added |
| Wellington Management Group LLP | 2,407,115 | $243.4M | 0.05% | +385,830+19.1% | Added |
| American Century Companies Inc | 2,054,007 | $207.7M | 0.13% | +146,585+7.7% | Added |
| Citadel Advisors LLC | 1,990,401 | $201.2M | 0.20% | −31,180−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,912,883 | $192.3M | 0.33% | +174,088+10.0% | Added |
| Geode Capital Management, LLC | 1,726,933 | $174.6M | 0.01% | +614,473+55.2% | Added |
| Earnest Partners LLC | 1,427,803 | $144.4M | 0.69% | +1,427,803 | New |
| Victory Capital Management Inc | 1,236,487 | $125.0M | 0.13% | −211,707−14.6% | Reduced |
| FMR LLC | 1,080,859 | $109.3M | 0.01% | +290,333+36.7% | Added |
| Goldman Sachs Group Inc | 936,685 | $94.7M | 0.02% | −74,789−7.4% | Reduced |
| Northern Trust Corp | 916,964 | $92.7M | 0.01% | +279,892+43.9% | Added |
| Principal Financial Group Inc | 839,773 | $84.9M | 0.05% | +34,583+4.3% | Added |
| Norges Bank | 827,935 | $83.7M | 0.01% | +687,626+490.1% | Added |
| Bank of America Corp | 820,302 | $82.9M | 0.01% | +390,383+90.8% | Added |
| Charles Schwab Investment Management Inc | 813,757 | $82.3M | 0.02% | +249,995+44.3% | Added |
| Neuberger Berman Group LLC | 780,468 | $78.9M | 0.07% | +330,481+73.4% | Added |
| Freestone Grove Partners LP | 749,507 | $75.8M | 0.78% | +322,117+75.4% | Added |
| GW&K Investment Management, LLC | 640,443 | $64.7M | 0.60% | −9,729−1.5% | Reduced |
| Bank of New York Mellon Corp | 546,483 | $55.2M | 0.01% | +95,339+21.1% | Added |
| Global Alpha Capital Management Ltd. | 511,137 | $51.7M | 3.76% | +89,114+21.1% | Added |
| Nuveen, LLC | 507,655 | $51.3M | 0.02% | +507,655 | New |
| Morgan Stanley | 494,799 | $50.0M | 0.00% | +121,667+32.6% | Added |
| Millennium Management LLC | 485,749 | $49.1M | 0.05% | −291,559−37.5% | Reduced |
| Captrust Financial Advisors | 467,645 | $47.3M | 0.12% | +6,614+1.4% | Added |
| Zurich Insurance Group Ltd | 464,699 | $47.0M | 0.38% | +46,471+11.1% | Added |
| Adage Capital Partners GP, L.L.C. | 453,900 | $45.9M | 0.09% | +152,192+50.4% | Added |
| UBS Group AG | 441,935 | $44.7M | 0.01% | +165,923+60.1% | Added |
| Massachusetts Financial Services Co | 412,896 | $41.7M | 0.01% | −50,650−10.9% | Reduced |
| Invesco Ltd. | 399,590 | $40.4M | 0.01% | +89,610+28.9% | Added |
| JPMorgan Chase & Co | 389,162 | $39.3M | 0.00% | −26,445−6.4% | Reduced |
| Schroder Investment Management Group | 378,614 | $37.9M | 0.04% | +378,614 | New |
| SEI Investments Co | 370,808 | $37.5M | 0.05% | +117,639+46.5% | Added |
| Systematic Financial Management LP | 335,410 | $33.9M | 0.97% | +10,168+3.1% | Added |
| Franklin Resources Inc | 317,105 | $32.1M | 0.01% | +8,561+2.8% | Added |
| Neumeier Poma Investment Counsel LLC | 312,199 | $31.6M | 3.39% | −925−0.3% | Reduced |
| Fisher Asset Management, LLC | 291,220 | $29.4M | 0.01% | +894+0.3% | Added |
| First Trust Advisors LP | 281,586 | $28.5M | 0.03% | +154,955+122.4% | Added |
| ProShare Advisors LLC | 268,412 | $27.1M | 0.06% | −60,457−18.4% | Reduced |
| Renaissance Technologies LLC | 268,086 | $27.1M | 0.04% | +214,086+396.5% | Added |
| Boston Trust Walden Corp | 262,931 | $26.6M | 0.19% | −5,019−1.9% | Reduced |
| Barclays PLC | 245,079 | $24.8M | 0.01% | +85,071+53.2% | Added |
| Deutsche Bank AG | 242,782 | $24.5M | 0.01% | +154,462+174.9% | Added |
| Holocene Advisors, LP | 232,393 | $23.5M | 0.07% | +42,243+22.2% | Added |
| Rhumbline Advisers | 228,812 | $23.1M | 0.02% | +71,170+45.1% | Added |
| Price T Rowe Associates Inc | 220,939 | $22.3M | 0.00% | +65,806+42.4% | Added |
| AQR Capital Management LLC | 216,097 | $21.5M | 0.02% | −178,502−45.2% | Reduced |
| Stieven Capital Advisors, L.P. | 208,589 | $21.1M | 4.08% | +208,589 | New |
| UBS Asset Management Americas Inc | 207,881 | $21.0M | 0.01% | +82,083+65.2% | Added |
| Alliancebernstein L.P. | 202,075 | $20.4M | 0.01% | +109,434+118.1% | Added |
| New York State Common Retirement Fund | 194,586 | $19.7M | 0.03% | +180,712+1,302.5% | Added |
| Tributary Capital Management, LLC | 193,292 | $19.5M | 1.71% | −6,357−3.2% | Reduced |
| Envestnet Asset Management Inc | 188,043 | $19.0M | 0.01% | +77,998+70.9% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $17.2M | 7.76% | +170,440 | New |
| Raymond James Financial Inc | 167,395 | $16.9M | 0.01% | +66,770+66.4% | Added |
| Wells Fargo & Company | 153,336 | $15.5M | 0.00% | +101,407+195.3% | Added |
| Federated Hermes, Inc. | 152,200 | $15.4M | 0.03% | +33,673+28.4% | Added |
| Balyasny Asset Management LLC | 147,475 | $14.9M | 0.04% | +147,475 | New |
| Swiss National Bank | 140,320 | $14.2M | 0.01% | +49,220+54.0% | Added |
| Legal & General Group Plc | 138,359 | $14.0M | 0.00% | +44,632+47.6% | Added |
| Point72 Asset Management, L.P. | 137,155 | $13.9M | 0.04% | −39,472−22.3% | Reduced |
| Ceredex Value Advisors LLC | 130,450 | $13.2M | 0.29% | +1,700+1.3% | Added |
| Emerald Advisers, LLC | 125,468 | $12.7M | 0.57% | −25,539−16.9% | Reduced |
| Two Sigma Investments, LP | 125,289 | $12.7M | 0.03% | −55,543−30.7% | Reduced |
| Congress Asset Management Co | 124,114 | $12.5M | 0.09% | −1,490−1.2% | Reduced |
| Susquehanna International Group, LLP | 122,429 | $12.4M | 0.02% | +96,089+364.8% | Added |
| Basswood Capital Management, L.L.C. | 121,787 | $12.3M | 0.69% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 113,485 | $11.5M | 0.13% | +11,569+11.4% | Added |
| Ameriprise Financial Inc | 112,369 | $11.4M | 0.00% | +16,835+17.6% | Added |
| Corebridge Financial, Inc. | 108,116 | $10.9M | 0.06% | +35,875+49.7% | Added |
| STRS Ohio | 107,300 | $10.8M | 0.05% | +9,400+9.6% | Added |
| Citigroup Inc | 105,889 | $10.7M | 0.01% | +11,792+12.5% | Added |
| Third Avenue Management LLC | 102,796 | $10.4M | 2.08% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 100,475 | $10.2M | 3.89% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 100,140 | $10.1M | 0.02% | +82,307+461.5% | Added |
| Voloridge Investment Management, LLC | 97,196 | $9.83M | 0.04% | −51,436−34.6% | Reduced |
| California Public Employees Retirement System | 96,964 | $9.80M | 0.01% | +13,443+16.1% | Added |
| Edgestream Partners, L.P. | 96,518 | $9.76M | 0.33% | +77,422+405.4% | Added |
| Maltese Capital Management LLC | 95,000 | $9.60M | 1.56% | +20,200+27.0% | Added |
| Rafferty Asset Management, LLC | 87,758 | $8.87M | 0.04% | +13,989+19.0% | Added |
| Emerald Mutual Fund Advisers Trust | 85,212 | $8.61M | 0.61% | −15,651−15.5% | Reduced |
| Retirement Systems of Alabama | 82,833 | $8.37M | 0.03% | +28,838+53.4% | Added |
| Susquehanna Fundamental Investments, LLC | 80,621 | $8.15M | 0.14% | +77,094+2,185.8% | Added |
| Verition Fund Management LLC | 78,645 | $7.95M | 0.05% | +46,171+142.2% | Added |
| Manufacturers Life Insurance Company, The | 78,337 | $7.92M | 0.01% | +27,066+52.8% | Added |
| MetLife Investment Management | 76,194 | $7.70M | 0.04% | +24,895+48.5% | Added |
| Creative Planning | 71,077 | $7.19M | 0.01% | +20,720+41.1% | Added |
| Boothbay Fund Management, LLC | 68,131 | $6.89M | 0.25% | +68,131 | New |
| California State Teachers Retirement System | 67,615 | $6.84M | 0.01% | +24,434+56.6% | Added |
| AXA S.A. | 66,773 | $6.75M | 0.02% | +7,764+13.2% | Added |
| Two Sigma Advisers, LP | 65,365 | $6.61M | 0.01% | −34,435−34.5% | Reduced |
| Voya Investment Management LLC | 64,510 | $6.52M | 0.01% | +18,670+40.7% | Added |
| BNP Paribas Arbitrage, SA | 61,248 | $6.19M | 0.00% | +22,786+59.2% | Added |
| New York State Teachers Retirement System | 60,376 | $6.10M | 0.01% | +1,664+2.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 60,344 | $6.10M | 0.01% | +17,696+41.5% | Added |
| Peregrine Capital Management LLC | 59,790 | $6.04M | 0.20% | −3,264−5.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 57,773 | $5.84M | 0.01% | +57,773 | New |