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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 2,334 | $236.0K | 0.01% | +2,334 | New |
| Advantage Alpha Capital Partners LP | 2,336 | $236.2K | 0.06% | −3,624−60.8% | Reduced |
| M&T Bank Corp | 2,345 | $237.3K | 0.00% | +2,345 | New |
| Monument Capital Management | 2,363 | $238.9K | 0.07% | −557−19.1% | Reduced |
| Resources Investment Advisors, LLC. | 2,367 | $239.3K | 0.00% | +509+27.4% | Added |
| Guardian Wealth Advisors, LLC | 2,391 | $242.7K | 0.02% | +2,391 | New |
| First Affirmative Financial Network | 2,429 | $245.6K | 0.15% | +2,429 | New |
| Shelton Capital Management | 2,469 | $249.6K | 0.01% | +2,469 | New |
| Aptus Capital Advisors, LLC | 2,525 | $255.3K | 0.00% | +2,525 | New |
| Greenleaf Trust | 2,527 | $255.5K | 0.00% | +322+14.6% | Added |
| Prime Capital Investment Advisors, LLC | 2,548 | $257.6K | 0.00% | +2,548 | New |
| Contravisory Investment Management, Inc. | 2,571 | $259.9K | 0.05% | +2,571 | New |
| Avantax Planning Partners, Inc. | 2,703 | $273.3K | 0.01% | +2,703 | New |
| Assetmark, Inc | 2,711 | $274.1K | 0.00% | −344−11.3% | Reduced |
| Forum Financial Management, LP | 2,713 | $274.3K | 0.00% | +2,713 | New |
| Kornitzer Capital Management Inc | 2,800 | $283.1K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,800 | $283.1K | 0.08% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,871 | $290.0K | 0.00% | +53+1.9% | Added |
| Precision Wealth Strategies, LLC | 2,897 | $292.9K | 0.22% | +2,897 | New |
| CIBC Private Wealth Group, LLC | 3,383 | $292.9K | 0.00% | −220−6.1% | Reduced |
| ETF Store, Inc. | 2,908 | $294.0K | 0.36% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,031 | $306.4K | 0.00% | +2,117+231.6% | Added |
| FORA Capital, LLC | 3,036 | $306.9K | 0.03% | +3,036 | New |
| Quantinno Capital Management LP | 3,065 | $309.9K | 0.00% | +1,170+61.7% | Added |
| LexAurum Advisors, LLC | 3,130 | $316.4K | 0.06% | +2+0.1% | Added |
| Prelude Capital Management, LLC | 3,170 | $320.5K | 0.03% | +3,170 | New |
| Public Employees Retirement Association of Colorado | 3,216 | $325.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,289 | $332.5K | 0.00% | +3,289 | New |
| Moors & Cabot, Inc. | 3,296 | $333.2K | 0.02% | +3,296 | New |
| KBC Group NV | 3,376 | $341.0K | 0.00% | +1,372+68.5% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $342.4K | 0.20% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,401 | $343.8K | 0.04% | −143−4.0% | Reduced |
| Mach-1 Financial Group, Inc. | 3,426 | $346.4K | 0.10% | +3,426 | New |
| Avantax Advisory Services, Inc. | 3,435 | $347.3K | 0.00% | −315−8.4% | Reduced |
| MML Investors Services, LLC | 3,477 | $352.0K | 0.00% | +1,371+65.1% | Added |
| Keebeck Alpha, LP | 3,508 | $354.7K | 0.41% | +3,508 | New |
| Alps Advisors Inc | 3,520 | $355.9K | 0.00% | +3,520 | New |
| Atria Wealth Solutions, Inc. | 3,630 | $368.4K | 0.00% | −441−10.8% | Reduced |
| First National Advisers, LLC | 3,675 | $371.5K | 0.06% | +3,675 | New |
| GTS Securities LLC | 3,695 | $373.6K | 0.02% | −555−13.1% | Reduced |
| First Community Trust NA | 3,730 | $377.1K | 0.33% | +3,730 | New |
| Crossmark Global Holdings, Inc. | 3,784 | $382.6K | 0.01% | +150+4.1% | Added |
| N.E.W. Advisory Services LLC | 3,864 | $390.6K | 0.03% | +3,864 | New |
| Cetera Investment Advisers | 3,963 | $400.7K | 0.00% | +1,856+88.1% | Added |
| Signaturefd, LLC | 3,966 | $401.0K | 0.01% | +525+15.3% | Added |
| Polymer Capital Management (US) LLC | 3,998 | $404.2K | 0.12% | +3,998 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $404.4K | 0.05% | 00.0% | Unchanged |
| Papp L Roy & Associates | 4,030 | $407.4K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,038 | $408.2K | 0.01% | +20+0.5% | Added |
| Profund Advisors LLC | 4,053 | $409.8K | 0.02% | −861−17.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,083 | $412.8K | 0.01% | −1,390−25.4% | Reduced |
| Fiduciary Trust Co | 4,087 | $413.2K | 0.01% | +1,704+71.5% | Added |
| United Services Automobile Association | 4,301 | $430.9K | 0.01% | +4,301 | New |
| Commonwealth Equity Services, LLC | 4,325 | $437.0K | 0.00% | +665+18.2% | Added |
| Cambria Investment Management, L.P. | 4,377 | $442.5K | 0.03% | +4,377 | New |
| EP Wealth Advisors, LLC | 4,399 | $444.7K | 0.00% | +2,038+86.3% | Added |
| WealthPlan Investment Management, LLC | 4,401 | $444.9K | 0.04% | −88−2.0% | Reduced |
| Pitcairn Co | 4,422 | $447.1K | 0.03% | +177+4.2% | Added |
| Jones Financial Companies LLLP | 4,454 | $450.0K | 0.00% | −1,045−19.0% | Reduced |
| PrairieView Partners, LLC | 4,476 | $452.0K | 0.05% | +4,476 | New |
| Quadrature Capital Ltd | 4,480 | $453.2K | 0.01% | +4,480 | New |
| Evergreen Capital Management LLC | 4,490 | $455.6K | 0.02% | +4,490 | New |
| Vontobel Holding Ltd. | 4,562 | $461.2K | 0.00% | −983−17.7% | Reduced |
| Hamilton Capital Partners Inc. | 4,674 | $472.5K | 0.03% | +466+11.1% | Added |
| Integrated Investment Consultants, LLC | 4,753 | $480.5K | 0.10% | +4,753 | New |
| Fox Run Management, L.L.C. | 4,759 | $481.1K | 0.07% | +4,759 | New |
| Connable Office Inc | 4,851 | $490.4K | 0.05% | +4,851 | New |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $491.6K | 0.02% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,878 | $493.2K | 0.06% | +4,878 | New |
| Whelan Financial | 4,942 | $499.6K | 0.19% | +4,942 | New |
| Securian Asset Management, Inc | 5,149 | $520.6K | 0.02% | +1,851+56.1% | Added |
| Farringdon Capital, Ltd. | 5,240 | $529.8K | 0.27% | +5,240 | New |
| HighTower Advisors, LLC | 5,272 | $533.0K | 0.00% | +3,494+196.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,532 | $559.2K | 0.00% | −478−8.0% | Reduced |
| GWM Advisors LLC | 5,643 | $570.5K | 0.00% | +1,803+47.0% | Added |
| JustInvest LLC | 5,761 | $582.5K | 0.01% | +1,282+28.6% | Added |
| Keybank National Association | 5,812 | $587.6K | 0.00% | −840−12.6% | Reduced |
| Two Sigma Securities, LLC | 5,893 | $595.8K | 0.09% | +5,893 | New |
| 111 Capital | 5,897 | $596.2K | 0.12% | +5,897 | New |
| Gallagher Fiduciary Advisors, LLC | 6,123 | $619.0K | 0.02% | +354+6.1% | Added |
| Douglass Winthrop Advisors, LLC | 6,175 | $624.3K | 0.01% | −250−3.9% | Reduced |
| Concurrent Investment Advisors, LLC | 6,242 | $631.1K | 0.02% | +6,242 | New |
| Trust Point Inc. | 6,330 | $640.0K | 0.06% | −2,451−27.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,648 | $672.0K | 0.00% | −89−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,829 | $690.0K | 0.10% | −12,571−64.8% | Reduced |
| Public Employees Retirement System of Ohio | 6,829 | $690.4K | 0.00% | −10,806−61.3% | Reduced |
| Occudo Quantitative Strategies LP | 7,155 | $716.9K | 0.10% | +7,155 | New |
| Ieq Capital, LLC | 7,083 | $718.9K | 0.01% | +7,083 | New |
| Bailard, Inc. | 7,123 | $720.1K | 0.02% | +3,307+86.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 7,250 | $733.0K | 0.32% | +7,250 | New |
| State of Wisconsin Investment Board | 7,347 | $742.8K | 0.00% | −2,237−23.3% | Reduced |
| Cookson Peirce & Co Inc | 7,367 | $744.8K | 0.04% | +1,124+18.0% | Added |
| Financial Advisory Service, Inc. | 7,374 | $745.5K | 0.06% | +52+0.7% | Added |
| Kavar Capital Partners Group, LLC | 7,402 | $748.3K | 0.12% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 7,532 | $761.5K | 0.01% | +7,532 | New |
| State of Wyoming | 7,585 | $766.8K | 0.10% | +3,752+97.9% | Added |
| HSBC Holdings PLC | 7,719 | $777.0K | 0.00% | +328+4.4% | Added |
| Caliber Wealth Management, LLC | 7,718 | $780.3K | 0.11% | +7,718 | New |
| CSS LLC | 7,719 | $780.4K | 0.05% | +7,719 | New |
| IHT Wealth Management, LLC | 7,845 | $793.1K | 0.02% | +7,845 | New |