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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 1,427,803 | $144.4M | 0.69% | +1,427,803 | New |
| Geode Capital Management, LLC | 1,726,933 | $174.6M | 0.01% | +614,473+55.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,912,883 | $192.3M | 0.33% | +174,088+10.0% | Added |
| Citadel Advisors LLC | 1,990,401 | $201.2M | 0.20% | −31,180−1.5% | Reduced |
| American Century Companies Inc | 2,054,007 | $207.7M | 0.13% | +146,585+7.7% | Added |
| Wellington Management Group LLP | 2,407,115 | $243.4M | 0.05% | +385,830+19.1% | Added |
| Dimensional Fund Advisors LP | 2,700,678 | $273.0M | 0.07% | +1,185,671+78.3% | Added |
| State Street Corp | 3,982,776 | $404.1M | 0.02% | +853,250+27.3% | Added |
| Umb Bank N A | 4,397,386 | $444.6M | 7.33% | −11,396−0.3% | Reduced |
| Vanguard Group Inc | 7,332,764 | $741.3M | 0.01% | +2,570,283+54.0% | Added |
| BlackRock, Inc. | 8,831,198 | $892.8M | 0.02% | +2,779,991+45.9% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −179,645−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −85,282−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −82,060−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −60,475−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −51,074−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −42,100−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −37,987−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −29,152−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −22,336−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,592−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,702−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,522−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −13,160−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,982−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −12,951−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −12,129−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,022−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,268−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −8,245−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,624−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,019−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,881−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,169−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −2,906−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Anb Bank | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Bridgewealth Advisory Group, LLC | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,913−100.0% | Sold out |
| Ellenbecker Investment Group | 0 | $0 | 0.00% | −1,874−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| FLP Wealth Management, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| SBI Securities Co., Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |