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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 44,907 | $4.54M | 0.01% | +43,345+2,775.0% | Added |
| SJS Investment Consulting Inc. | 47,261 | $4.78M | 0.81% | +47,249+393,741.7% | Added |
| Janus Henderson Group PLC | 48,327 | $4.84M | 0.00% | +43,803+968.2% | Added |
| Great West Life Assurance Co | 49,630 | $5.02M | 0.01% | +11,998+31.9% | Added |
| Jane Street Group, LLC | 49,877 | $5.04M | 0.01% | +30,820+161.7% | Added |
| Financial Counselors Inc | 51,293 | $5.19M | 0.08% | +4,936+10.6% | Added |
| Wedge Capital Management L L P | 52,695 | $5.33M | 0.10% | −5,125−8.9% | Reduced |
| King Luther Capital Management Corp | 53,583 | $5.42M | 0.03% | +48+0.1% | Added |
| Great Lakes Advisors, LLC | 55,168 | $5.58M | 0.05% | +3,654+7.1% | Added |
| MidWestOne Financial Group, Inc. | 56,121 | $5.67M | 0.81% | +56,121 | New |
| Brown Advisory Inc | 56,763 | $5.74M | 0.01% | −4,079−6.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 57,773 | $5.84M | 0.01% | +57,773 | New |
| Peregrine Capital Management LLC | 59,790 | $6.04M | 0.20% | −3,264−5.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 60,344 | $6.10M | 0.01% | +17,696+41.5% | Added |
| New York State Teachers Retirement System | 60,376 | $6.10M | 0.01% | +1,664+2.8% | Added |
| BNP Paribas Arbitrage, SA | 61,248 | $6.19M | 0.00% | +22,786+59.2% | Added |
| Voya Investment Management LLC | 64,510 | $6.52M | 0.01% | +18,670+40.7% | Added |
| Two Sigma Advisers, LP | 65,365 | $6.61M | 0.01% | −34,435−34.5% | Reduced |
| AXA S.A. | 66,773 | $6.75M | 0.02% | +7,764+13.2% | Added |
| California State Teachers Retirement System | 67,615 | $6.84M | 0.01% | +24,434+56.6% | Added |
| Boothbay Fund Management, LLC | 68,131 | $6.89M | 0.25% | +68,131 | New |
| Creative Planning | 71,077 | $7.19M | 0.01% | +20,720+41.1% | Added |
| MetLife Investment Management | 76,194 | $7.70M | 0.04% | +24,895+48.5% | Added |
| Manufacturers Life Insurance Company, The | 78,337 | $7.92M | 0.01% | +27,066+52.8% | Added |
| Verition Fund Management LLC | 78,645 | $7.95M | 0.05% | +46,171+142.2% | Added |
| Susquehanna Fundamental Investments, LLC | 80,621 | $8.15M | 0.14% | +77,094+2,185.8% | Added |
| Retirement Systems of Alabama | 82,833 | $8.37M | 0.03% | +28,838+53.4% | Added |
| Emerald Mutual Fund Advisers Trust | 85,212 | $8.61M | 0.61% | −15,651−15.5% | Reduced |
| Rafferty Asset Management, LLC | 87,758 | $8.87M | 0.04% | +13,989+19.0% | Added |
| Maltese Capital Management LLC | 95,000 | $9.60M | 1.56% | +20,200+27.0% | Added |
| Edgestream Partners, L.P. | 96,518 | $9.76M | 0.33% | +77,422+405.4% | Added |
| California Public Employees Retirement System | 96,964 | $9.80M | 0.01% | +13,443+16.1% | Added |
| Voloridge Investment Management, LLC | 97,196 | $9.83M | 0.04% | −51,436−34.6% | Reduced |
| Thrivent Financial for Lutherans | 100,140 | $10.1M | 0.02% | +82,307+461.5% | Added |
| Gator Capital Management, LLC | 100,475 | $10.2M | 3.89% | 00.0% | Unchanged |
| Third Avenue Management LLC | 102,796 | $10.4M | 2.08% | 00.0% | Unchanged |
| Citigroup Inc | 105,889 | $10.7M | 0.01% | +11,792+12.5% | Added |
| STRS Ohio | 107,300 | $10.8M | 0.05% | +9,400+9.6% | Added |
| Corebridge Financial, Inc. | 108,116 | $10.9M | 0.06% | +35,875+49.7% | Added |
| Ameriprise Financial Inc | 112,369 | $11.4M | 0.00% | +16,835+17.6% | Added |
| Mutual of America Capital Management LLC | 113,485 | $11.5M | 0.13% | +11,569+11.4% | Added |
| Basswood Capital Management, L.L.C. | 121,787 | $12.3M | 0.69% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 122,429 | $12.4M | 0.02% | +96,089+364.8% | Added |
| Congress Asset Management Co | 124,114 | $12.5M | 0.09% | −1,490−1.2% | Reduced |
| Two Sigma Investments, LP | 125,289 | $12.7M | 0.03% | −55,543−30.7% | Reduced |
| Emerald Advisers, LLC | 125,468 | $12.7M | 0.57% | −25,539−16.9% | Reduced |
| Ceredex Value Advisors LLC | 130,450 | $13.2M | 0.29% | +1,700+1.3% | Added |
| Point72 Asset Management, L.P. | 137,155 | $13.9M | 0.04% | −39,472−22.3% | Reduced |
| Legal & General Group Plc | 138,359 | $14.0M | 0.00% | +44,632+47.6% | Added |
| Swiss National Bank | 140,320 | $14.2M | 0.01% | +49,220+54.0% | Added |
| Balyasny Asset Management LLC | 147,475 | $14.9M | 0.04% | +147,475 | New |
| Federated Hermes, Inc. | 152,200 | $15.4M | 0.03% | +33,673+28.4% | Added |
| Wells Fargo & Company | 153,336 | $15.5M | 0.00% | +101,407+195.3% | Added |
| Raymond James Financial Inc | 167,395 | $16.9M | 0.01% | +66,770+66.4% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $17.2M | 7.76% | +170,440 | New |
| Envestnet Asset Management Inc | 188,043 | $19.0M | 0.01% | +77,998+70.9% | Added |
| Tributary Capital Management, LLC | 193,292 | $19.5M | 1.71% | −6,357−3.2% | Reduced |
| New York State Common Retirement Fund | 194,586 | $19.7M | 0.03% | +180,712+1,302.5% | Added |
| Alliancebernstein L.P. | 202,075 | $20.4M | 0.01% | +109,434+118.1% | Added |
| UBS Asset Management Americas Inc | 207,881 | $21.0M | 0.01% | +82,083+65.2% | Added |
| Stieven Capital Advisors, L.P. | 208,589 | $21.1M | 4.08% | +208,589 | New |
| AQR Capital Management LLC | 216,097 | $21.5M | 0.02% | −178,502−45.2% | Reduced |
| Price T Rowe Associates Inc | 220,939 | $22.3M | 0.00% | +65,806+42.4% | Added |
| Rhumbline Advisers | 228,812 | $23.1M | 0.02% | +71,170+45.1% | Added |
| Holocene Advisors, LP | 232,393 | $23.5M | 0.07% | +42,243+22.2% | Added |
| Deutsche Bank AG | 242,782 | $24.5M | 0.01% | +154,462+174.9% | Added |
| Barclays PLC | 245,079 | $24.8M | 0.01% | +85,071+53.2% | Added |
| Boston Trust Walden Corp | 262,931 | $26.6M | 0.19% | −5,019−1.9% | Reduced |
| Renaissance Technologies LLC | 268,086 | $27.1M | 0.04% | +214,086+396.5% | Added |
| ProShare Advisors LLC | 268,412 | $27.1M | 0.06% | −60,457−18.4% | Reduced |
| First Trust Advisors LP | 281,586 | $28.5M | 0.03% | +154,955+122.4% | Added |
| Fisher Asset Management, LLC | 291,220 | $29.4M | 0.01% | +894+0.3% | Added |
| Neumeier Poma Investment Counsel LLC | 312,199 | $31.6M | 3.39% | −925−0.3% | Reduced |
| Franklin Resources Inc | 317,105 | $32.1M | 0.01% | +8,561+2.8% | Added |
| Systematic Financial Management LP | 335,410 | $33.9M | 0.97% | +10,168+3.1% | Added |
| SEI Investments Co | 370,808 | $37.5M | 0.05% | +117,639+46.5% | Added |
| Schroder Investment Management Group | 378,614 | $37.9M | 0.04% | +378,614 | New |
| JPMorgan Chase & Co | 389,162 | $39.3M | 0.00% | −26,445−6.4% | Reduced |
| Invesco Ltd. | 399,590 | $40.4M | 0.01% | +89,610+28.9% | Added |
| Massachusetts Financial Services Co | 412,896 | $41.7M | 0.01% | −50,650−10.9% | Reduced |
| UBS Group AG | 441,935 | $44.7M | 0.01% | +165,923+60.1% | Added |
| Adage Capital Partners GP, L.L.C. | 453,900 | $45.9M | 0.09% | +152,192+50.4% | Added |
| Zurich Insurance Group Ltd | 464,699 | $47.0M | 0.38% | +46,471+11.1% | Added |
| Captrust Financial Advisors | 467,645 | $47.3M | 0.12% | +6,614+1.4% | Added |
| Millennium Management LLC | 485,749 | $49.1M | 0.05% | −291,559−37.5% | Reduced |
| Morgan Stanley | 494,799 | $50.0M | 0.00% | +121,667+32.6% | Added |
| Nuveen, LLC | 507,655 | $51.3M | 0.02% | +507,655 | New |
| Global Alpha Capital Management Ltd. | 511,137 | $51.7M | 3.76% | +89,114+21.1% | Added |
| Bank of New York Mellon Corp | 546,483 | $55.2M | 0.01% | +95,339+21.1% | Added |
| GW&K Investment Management, LLC | 640,443 | $64.7M | 0.60% | −9,729−1.5% | Reduced |
| Freestone Grove Partners LP | 749,507 | $75.8M | 0.78% | +322,117+75.4% | Added |
| Neuberger Berman Group LLC | 780,468 | $78.9M | 0.07% | +330,481+73.4% | Added |
| Charles Schwab Investment Management Inc | 813,757 | $82.3M | 0.02% | +249,995+44.3% | Added |
| Bank of America Corp | 820,302 | $82.9M | 0.01% | +390,383+90.8% | Added |
| Norges Bank | 827,935 | $83.7M | 0.01% | +687,626+490.1% | Added |
| Principal Financial Group Inc | 839,773 | $84.9M | 0.05% | +34,583+4.3% | Added |
| Northern Trust Corp | 916,964 | $92.7M | 0.01% | +279,892+43.9% | Added |
| Goldman Sachs Group Inc | 936,685 | $94.7M | 0.02% | −74,789−7.4% | Reduced |
| FMR LLC | 1,080,859 | $109.3M | 0.01% | +290,333+36.7% | Added |
| Victory Capital Management Inc | 1,236,487 | $125.0M | 0.13% | −211,707−14.6% | Reduced |