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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 1 | $101 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $102 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $102 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $202 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $304 | 0.00% | +3 | New |
| Amundi | 4 | $364 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $405 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 10 | $1.01K | 0.00% | +7+233.3% | Added |
| SRS Capital Advisors, Inc. | 12 | $1.21K | 0.00% | −242−95.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 14 | $1.42K | 0.00% | +14 | New |
| Rakuten Securities, Inc. | 15 | $1.52K | 0.00% | +15 | New |
| Hexagon Capital Partners LLC | 16 | $1.62K | 0.00% | −5−23.8% | Reduced |
| Bokf, NA | 17 | $1.72K | 0.00% | +17 | New |
| NewSquare Capital LLC | 18 | $1.82K | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | +2+15.4% | Added |
| NBC Securities, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Spire Wealth Management | 20 | $2.02K | 0.00% | +20 | New |
| Stephens Consulting, LLC | 20 | $2.02K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 27 | $2.73K | 0.00% | +27 | New |
| Carolinas Wealth Consulting LLC | 28 | $2.83K | 0.00% | +28 | New |
| Parkside Financial Bank & Trust | 32 | $3.24K | 0.00% | +31+3,100.0% | Added |
| Private Wealth Management Group, LLC | 35 | $3.54K | 0.00% | +24+218.2% | Added |
| Manchester Capital Management LLC | 36 | $3.64K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 37 | $3.74K | 0.00% | +20+117.6% | Added |
| Quarry LP | 39 | $3.94K | 0.00% | +29+290.0% | Added |
| Hemington Wealth Management | 58 | $5.00K | 0.00% | +17+41.5% | Added |
| Mather Group, LLC. | 50 | $5.05K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 55 | $5.56K | 0.00% | +10+22.2% | Added |
| HHM Wealth Advisors, LLC | 56 | $5.66K | 0.00% | +56 | New |
| Hillsdale Investment Management Inc. | 60 | $6.07K | 0.00% | +60 | New |
| Key Financial Inc | 63 | $6.37K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $8.29K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 82 | $8.29K | 0.00% | +78+1,950.0% | Added |
| Caitong International Asset Management Co., Ltd | 88 | $8.90K | 0.01% | −517−85.5% | Reduced |
| Accent Capital Management, LLC | 95 | $9.64K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 97 | $9.75K | 0.00% | +34+54.0% | Added |
| Private Trust Co NA | 103 | $10.4K | 0.00% | −2−1.9% | Reduced |
| Principal Securities, Inc. | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 133 | $13.4K | 0.00% | +133 | New |
| EverSource Wealth Advisors, LLC | 138 | $14.0K | 0.00% | +10+7.8% | Added |
| Larson Financial Group LLC | 140 | $14.2K | 0.00% | +140 | New |
| Massmutual Trust Co FSB | 145 | $14.7K | 0.00% | +82+130.2% | Added |
| Allworth Financial LP | 216 | $20.9K | 0.00% | −135−38.5% | Reduced |
| TCTC Holdings, LLC | 224 | $22.6K | 0.00% | +122+119.6% | Added |
| Winch Advisory Services, LLC | 234 | $23.6K | 0.01% | +234 | New |
| Lindbrook Capital, LLC | 242 | $24.5K | 0.00% | −16−6.2% | Reduced |
| V-Square Quantitative Management LLC | 243 | $24.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 247 | $25.0K | 0.01% | +242+4,840.0% | Added |
| Rise Advisors, LLC | 251 | $25.4K | 0.01% | +1+0.4% | Added |
| Harbor Capital Advisors, Inc. | 262 | $26.0K | 0.00% | +57+27.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $26.9K | 0.00% | +266 | New |
| Rothschild Investment LLC | 271 | $27.4K | 0.00% | +221+442.0% | Added |
| Bessemer Group Inc | 282 | $29.0K | 0.00% | +104+58.4% | Added |
| McIlrath & Eck, LLC | 291 | $29.4K | 0.00% | +291 | New |
| Nomura Asset Management Co Ltd | 300 | $30.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $30.3K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 345 | $35.0K | 0.00% | +345 | New |
| Ci Investments Inc. | 358 | $36.0K | 0.00% | −46−11.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 362 | $36.6K | 0.00% | +213+143.0% | Added |
| Central Trust Co | 411 | $41.6K | 0.00% | −500−54.9% | Reduced |
| Neo Ivy Capital Management | 420 | $42.5K | 0.01% | +420 | New |
| Covestor Ltd | 446 | $45.0K | 0.03% | −109−19.6% | Reduced |
| Optiver Holding B.V. | 478 | $48.3K | 0.00% | +478 | New |
| Versant Capital Management, Inc | 498 | $50.3K | 0.01% | +436+703.2% | Added |
| Ronald Blue Trust, Inc. | 512 | $51.8K | 0.00% | +512 | New |
| Smartleaf Asset Management LLC | 565 | $56.6K | 0.01% | +421+292.4% | Added |
| First Horizon Advisors, Inc. | 592 | $59.9K | 0.00% | +11+1.9% | Added |
| Fifth Third Bancorp | 624 | $63.1K | 0.00% | +172+38.1% | Added |
| Clarity Asset Management, Inc. | 643 | $65.0K | 0.04% | +643 | New |
| MAI Capital Management | 771 | $78.0K | 0.00% | +99+14.7% | Added |
| Marquette Asset Management, LLC | 813 | $82.2K | 0.01% | +813 | New |
| GAMMA Investing LLC | 921 | $93.1K | 0.01% | +506+121.9% | Added |
| 1620 Investment Advisors, Inc. | 1,040 | $105.1K | 0.08% | −395−27.5% | Reduced |
| Quest Partners LLC | 1,174 | $118.7K | 0.01% | −25,241−95.6% | Reduced |
| Lazard Asset Management LLC | 1,242 | $125.0K | 0.00% | −156−11.2% | Reduced |
| Parallel Advisors, LLC | 1,276 | $129.0K | 0.00% | +478+59.9% | Added |
| AdvisorNet Financial, Inc | 1,343 | $135.8K | 0.01% | +605+82.0% | Added |
| Pinney & Scofield, Inc. | 1,346 | $136.1K | 0.10% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,485 | $150.1K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,490 | $164.4K | 0.03% | +1,378+1,230.4% | Added |
| JNBA Financial Advisors | 1,841 | $186.1K | 0.02% | +1,841 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | $192.1K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,982 | $200.4K | 0.00% | +1,982 | New |
| Vident Advisory, LLC | 1,995 | $201.7K | 0.00% | +1,995 | New |
| Blueshift Asset Management, LLC | 2,005 | $202.7K | 0.08% | +2,005 | New |
| Panagora Asset Management Inc | 2,080 | $210.3K | 0.00% | +2,080 | New |
| CI Private Wealth, LLC | 2,087 | $211.2K | 0.00% | +2,087 | New |
| Coldstream Capital Management Inc | 2,159 | $218.3K | 0.00% | +89+4.3% | Added |
| Ameritas Advisory Services, LLC | 2,206 | $223.0K | 0.01% | +2,206 | New |
| Heritage Family Offices, LLP | 2,215 | $223.9K | 0.11% | +156+7.6% | Added |
| Bayforest Capital Ltd | 2,217 | $224.1K | 0.10% | +2,157+3,595.0% | Added |
| CIBC Asset Management Inc | 2,278 | $230.3K | 0.00% | +2,278 | New |
| Ethic Inc. | 2,292 | $230.4K | 0.00% | +2,292 | New |
| Leonteq Securities AG | 2,312 | $233.7K | 0.02% | +862+59.4% | Added |
| High Note Wealth, LLC | 2,312 | $233.7K | 0.06% | +2,312 | New |
| Regions Financial Corp | 2,317 | $234.2K | 0.00% | +15+0.7% | Added |
| Clearstead Advisors, LLC | 2,323 | $234.9K | 0.00% | +2,323 | New |