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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 7,857 | $794.3K | 0.00% | −24,683−75.9% | Reduced |
| Country Club Bank | 8,016 | $803.1K | 0.05% | +1,414+21.4% | Added |
| State of Alaska, Department of Revenue | 7,966 | $805.0K | 0.01% | +2,900+57.2% | Added |
| Hancock Whitney Corp | 8,052 | $814.1K | 0.03% | −46,356−85.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,064 | $815.3K | 0.00% | +714+9.7% | Added |
| Bank of Montreal | 9,013 | $911.3K | 0.00% | +2,743+43.7% | Added |
| SummerHaven Investment Management, LLC | 9,145 | $924.6K | 0.65% | +122+1.4% | Added |
| Campbell & CO Investment Adviser LLC | 9,319 | $942.2K | 0.07% | +6,271+205.7% | Added |
| O'Shaughnessy Asset Management, LLC | 9,479 | $958.3K | 0.01% | +279+3.0% | Added |
| Angel Oak Capital Advisors, LLC | 9,700 | $980.7K | 1.31% | +9,700 | New |
| Meritage Portfolio Management | 9,910 | $1.00M | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,290 | $1.04M | 0.01% | +257+2.6% | Added |
| Orion Portfolio Solutions, LLC | 10,290 | $1.04M | 0.01% | +257+2.6% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.06M | 0.26% | −6,300−37.5% | Reduced |
| CWM, LLC | 10,603 | $1.07M | 0.00% | +7,795+277.6% | Added |
| Pathstone Holdings, LLC | 10,666 | $1.08M | 0.00% | +2,504+30.7% | Added |
| Atwood & Palmer Inc | 10,729 | $1.08M | 0.08% | +6,951+184.0% | Added |
| Interval Partners, LP | 10,746 | $1.09M | 0.04% | −37,439−77.7% | Reduced |
| State Board of Administration of Florida Retirement System | 10,869 | $1.10M | 0.00% | +6,608+155.1% | Added |
| Accredited Investors Inc. | 10,921 | $1.10M | 0.07% | +10,921 | New |
| Pictet Asset Management Holding SA | 11,027 | $1.11M | 0.00% | +4,236+62.4% | Added |
| Persistent Asset Partners Ltd | 11,959 | $1.21M | 1.07% | +11,959 | New |
| Xponance, Inc. | 12,177 | $1.23M | 0.01% | +3,444+39.4% | Added |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.29M | 0.00% | 00.0% | Unchanged |
| Fortress Wealth Management, Inc. | 12,780 | $1.29M | 0.67% | +12,780 | New |
| SG Americas Securities, LLC | 12,786 | $1.29M | 0.00% | −2,337−15.5% | Reduced |
| RSM US Wealth Management LLC | 12,741 | $1.29M | 0.02% | +5,787+83.2% | Added |
| Paragon Capital Management LLC | 13,263 | $1.34M | 0.77% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 13,649 | $1.38M | 0.02% | −790−5.5% | Reduced |
| Kennedy Capital Management, Inc. | 13,668 | $1.38M | 0.03% | +13,668 | New |
| New Mexico Educational Retirement Board | 13,900 | $1.41M | 0.05% | +5,000+56.2% | Added |
| Oregon Public Employees Retirement Fund | 13,916 | $1.41M | 0.03% | +4,900+54.3% | Added |
| Oppenheimer & Co Inc | 13,968 | $1.41M | 0.02% | +13,968 | New |
| Virginia Retirement Systems Et Al | 14,417 | $1.46M | 0.01% | +14,417 | New |
| Police & Firemen's Retirement System of New Jersey | 14,523 | $1.47M | 0.01% | +4,973+52.1% | Added |
| Handelsbanken Fonder AB | 14,690 | $1.49M | 0.01% | +3,760+34.4% | Added |
| KLP Kapitalforvaltning AS | 14,895 | $1.51M | 0.01% | +5,395+56.8% | Added |
| Jackson Creek Investment Advisors LLC | 15,020 | $1.52M | 0.48% | −11−0.1% | Reduced |
| CIBC World Markets Corp | 15,129 | $1.53M | 0.01% | +10,932+260.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,132 | $1.53M | 0.02% | +5,263+53.3% | Added |
| Atria Investments LLC | 15,474 | $1.56M | 0.02% | +7,068+84.1% | Added |
| Teacher Retirement System of Texas | 15,723 | $1.59M | 0.01% | +7,715+96.3% | Added |
| OP Asset Management Ltd | 15,809 | $1.60M | 0.03% | +15,809 | New |
| Prudential Financial Inc | 15,864 | $1.60M | 0.00% | −10,335−39.4% | Reduced |
| Stifel Financial Corp | 15,954 | $1.61M | 0.00% | +14,016+723.2% | Added |
| Federation des caisses Desjardins du Quebec | 16,143 | $1.63M | 0.01% | +2,674+19.9% | Added |
| State of Michigan Retirement System | 16,241 | $1.64M | 0.01% | +5,700+54.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,268 | $1.64M | 0.01% | +6,461+65.9% | Added |
| US Bancorp | 16,743 | $1.69M | 0.00% | +3,638+27.8% | Added |
| Ensign Peak Advisors, Inc | 16,879 | $1.71M | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17,036 | $1.72M | 0.06% | +14,383+542.1% | Added |
| Nisa Investment Advisors, LLC | 18,607 | $1.89M | 0.01% | +207+1.1% | Added |
| Keeley-Teton Advisors, LLC | 18,714 | $1.89M | 0.23% | −215−1.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,809 | $1.90M | 0.01% | +7,164+61.5% | Added |
| Cerity Partners LLC | 18,928 | $1.91M | 0.00% | −1,575−7.7% | Reduced |
| Louisiana State Employees Retirement System | 19,100 | $1.93M | 0.04% | +6,800+55.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,333 | $1.95M | 0.00% | +19,333 | New |
| State of New Jersey Common Pension Fund D | 19,819 | $2.00M | 0.01% | +2,499+14.4% | Added |
| State of Tennessee, Treasury Department | 19,957 | $2.02M | 0.01% | +2,100+11.8% | Added |
| PMC FIG Opportunities LLC | 20,000 | $2.02M | 4.94% | +20,000 | New |
| Danske Bank A/S | 20,158 | $2.04M | 0.01% | −17,363−46.3% | Reduced |
| Ameritas Investment Partners, Inc. | 20,288 | $2.05M | 0.07% | +6,701+49.3% | Added |
| Truist Financial Corp | 20,329 | $2.06M | 0.00% | +764+3.9% | Added |
| First National Bank of Omaha | 20,631 | $2.09M | 0.14% | +397+2.0% | Added |
| Arizona State Retirement System | 20,748 | $2.10M | 0.01% | +7,329+54.6% | Added |
| Knights of Columbus Asset Advisors LLC | 20,812 | $2.10M | 0.14% | +549+2.7% | Added |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.14M | 0.02% | +7,235+51.8% | Added |
| Johnson Investment Counsel Inc | 21,450 | $2.17M | 0.02% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 21,606 | $2.18M | 0.23% | +21,606 | New |
| Old National Bancorp | 22,734 | $2.30M | 0.06% | +22,734 | New |
| Guggenheim Capital LLC | 23,173 | $2.34M | 0.02% | +5,346+30.0% | Added |
| Yousif Capital Management, LLC | 23,283 | $2.35M | 0.03% | +7,694+49.4% | Added |
| Headlands Technologies LLC | 23,515 | $2.38M | 0.27% | +14,883+172.4% | Added |
| Wolverine Asset Management LLC | 23,757 | $2.40M | 0.05% | +23,757 | New |
| Friday Financial | 23,767 | $2.42M | 1.45% | +23,767 | New |
| Petiole USA ltd | 24,122 | $2.44M | 1.72% | +24,122 | New |
| Assenagon Asset Management S.A. | 24,705 | $2.50M | 0.00% | +11,916+93.2% | Added |
| Buckingham Strategic Partners | 25,101 | $2.54M | 0.04% | +25,101 | New |
| LPL Financial LLC | 25,104 | $2.54M | 0.00% | +4,775+23.5% | Added |
| Qube Research & Technologies Ltd | 26,651 | $2.69M | 0.00% | +26,651 | New |
| Russell Investments Group, Ltd. | 26,683 | $2.70M | 0.00% | −61−0.2% | Reduced |
| NFJ Investment Group, LLC | 28,068 | $2.84M | 0.10% | −17,305−38.1% | Reduced |
| Mercer Global Advisors Inc | 28,219 | $2.85M | 0.01% | +1,075+4.0% | Added |
| ExodusPoint Capital Management, LP | 29,056 | $2.94M | 0.04% | +29,056 | New |
| Amalgamated Bank | 29,949 | $3.03M | 0.03% | +9,588+47.1% | Added |
| Natixis Advisors, L.P. | 30,390 | $3.07M | 0.01% | +1,069+3.6% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 30,457 | $3.08M | 2.79% | +30,457 | New |
| Mariner, LLC | 30,812 | $3.12M | 0.01% | +9,516+44.7% | Added |
| Jacobs Levy Equity Management, Inc | 31,196 | $3.15M | 0.01% | −52,440−62.7% | Reduced |
| Bridgeway Capital Management, LLC | 31,305 | $3.16M | 0.08% | +1,005+3.3% | Added |
| Fieldview Capital Management, LLC | 31,811 | $3.22M | 0.45% | +25,947+442.5% | Added |
| Comerica Bank | 33,493 | $3.39M | 0.01% | −1,261−3.6% | Reduced |
| Intech Investment Management LLC | 34,552 | $3.49M | 0.04% | +11,900+52.5% | Added |
| Commerce Bank | 38,950 | $3.94M | 0.03% | −2,552−6.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 39,100 | $3.95M | 0.01% | +36,100+1,203.3% | Added |
| Phocas Financial Corp. | 42,618 | $4.31M | 0.66% | +42,618 | New |
| Royal Bank of Canada | 42,829 | $4.33M | 0.00% | +9,417+28.2% | Added |
| Oppenheimer Asset Management Inc. | 43,172 | $4.36M | 0.05% | +35,028+430.1% | Added |
| Brant Point Investment Management LLC | 44,455 | $4.49M | 1.10% | −8,545−16.1% | Reduced |
| GHP Investment Advisors, Inc. | 44,538 | $4.50M | 0.22% | +48+0.1% | Added |