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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 56,763 | $5.74M | 0.01% | −4,079−6.7% | Reduced |
| MidWestOne Financial Group, Inc. | 56,121 | $5.67M | 0.81% | +56,121 | New |
| Great Lakes Advisors, LLC | 55,168 | $5.58M | 0.05% | +3,654+7.1% | Added |
| King Luther Capital Management Corp | 53,583 | $5.42M | 0.03% | +48+0.1% | Added |
| Wedge Capital Management L L P | 52,695 | $5.33M | 0.10% | −5,125−8.9% | Reduced |
| Financial Counselors Inc | 51,293 | $5.19M | 0.08% | +4,936+10.6% | Added |
| Jane Street Group, LLC | 49,877 | $5.04M | 0.01% | +30,820+161.7% | Added |
| Great West Life Assurance Co | 49,630 | $5.02M | 0.01% | +11,998+31.9% | Added |
| Janus Henderson Group PLC | 48,327 | $4.84M | 0.00% | +43,803+968.2% | Added |
| SJS Investment Consulting Inc. | 47,261 | $4.78M | 0.81% | +47,249+393,741.7% | Added |
| Advisor Group Holdings, Inc. | 44,907 | $4.54M | 0.01% | +43,345+2,775.0% | Added |
| GHP Investment Advisors, Inc. | 44,538 | $4.50M | 0.22% | +48+0.1% | Added |
| Brant Point Investment Management LLC | 44,455 | $4.49M | 1.10% | −8,545−16.1% | Reduced |
| Oppenheimer Asset Management Inc. | 43,172 | $4.36M | 0.05% | +35,028+430.1% | Added |
| Royal Bank of Canada | 42,829 | $4.33M | 0.00% | +9,417+28.2% | Added |
| Phocas Financial Corp. | 42,618 | $4.31M | 0.66% | +42,618 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 39,100 | $3.95M | 0.01% | +36,100+1,203.3% | Added |
| Commerce Bank | 38,950 | $3.94M | 0.03% | −2,552−6.1% | Reduced |
| Intech Investment Management LLC | 34,552 | $3.49M | 0.04% | +11,900+52.5% | Added |
| Comerica Bank | 33,493 | $3.39M | 0.01% | −1,261−3.6% | Reduced |
| Fieldview Capital Management, LLC | 31,811 | $3.22M | 0.45% | +25,947+442.5% | Added |
| Bridgeway Capital Management, LLC | 31,305 | $3.16M | 0.08% | +1,005+3.3% | Added |
| Jacobs Levy Equity Management, Inc | 31,196 | $3.15M | 0.01% | −52,440−62.7% | Reduced |
| Mariner, LLC | 30,812 | $3.12M | 0.01% | +9,516+44.7% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 30,457 | $3.08M | 2.79% | +30,457 | New |
| Natixis Advisors, L.P. | 30,390 | $3.07M | 0.01% | +1,069+3.6% | Added |
| Amalgamated Bank | 29,949 | $3.03M | 0.03% | +9,588+47.1% | Added |
| ExodusPoint Capital Management, LP | 29,056 | $2.94M | 0.04% | +29,056 | New |
| Mercer Global Advisors Inc | 28,219 | $2.85M | 0.01% | +1,075+4.0% | Added |
| NFJ Investment Group, LLC | 28,068 | $2.84M | 0.10% | −17,305−38.1% | Reduced |
| Russell Investments Group, Ltd. | 26,683 | $2.70M | 0.00% | −61−0.2% | Reduced |
| Qube Research & Technologies Ltd | 26,651 | $2.69M | 0.00% | +26,651 | New |
| LPL Financial LLC | 25,104 | $2.54M | 0.00% | +4,775+23.5% | Added |
| Buckingham Strategic Partners | 25,101 | $2.54M | 0.04% | +25,101 | New |
| Assenagon Asset Management S.A. | 24,705 | $2.50M | 0.00% | +11,916+93.2% | Added |
| Petiole USA ltd | 24,122 | $2.44M | 1.72% | +24,122 | New |
| Friday Financial | 23,767 | $2.42M | 1.45% | +23,767 | New |
| Wolverine Asset Management LLC | 23,757 | $2.40M | 0.05% | +23,757 | New |
| Headlands Technologies LLC | 23,515 | $2.38M | 0.27% | +14,883+172.4% | Added |
| Yousif Capital Management, LLC | 23,283 | $2.35M | 0.03% | +7,694+49.4% | Added |
| Guggenheim Capital LLC | 23,173 | $2.34M | 0.02% | +5,346+30.0% | Added |
| Old National Bancorp | 22,734 | $2.30M | 0.06% | +22,734 | New |
| Diversified Portfolios, Inc. | 21,606 | $2.18M | 0.23% | +21,606 | New |
| Johnson Investment Counsel Inc | 21,450 | $2.17M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.14M | 0.02% | +7,235+51.8% | Added |
| Knights of Columbus Asset Advisors LLC | 20,812 | $2.10M | 0.14% | +549+2.7% | Added |
| Arizona State Retirement System | 20,748 | $2.10M | 0.01% | +7,329+54.6% | Added |
| First National Bank of Omaha | 20,631 | $2.09M | 0.14% | +397+2.0% | Added |
| Truist Financial Corp | 20,329 | $2.06M | 0.00% | +764+3.9% | Added |
| Ameritas Investment Partners, Inc. | 20,288 | $2.05M | 0.07% | +6,701+49.3% | Added |
| Danske Bank A/S | 20,158 | $2.04M | 0.01% | −17,363−46.3% | Reduced |
| PMC FIG Opportunities LLC | 20,000 | $2.02M | 4.94% | +20,000 | New |
| State of Tennessee, Treasury Department | 19,957 | $2.02M | 0.01% | +2,100+11.8% | Added |
| State of New Jersey Common Pension Fund D | 19,819 | $2.00M | 0.01% | +2,499+14.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,333 | $1.95M | 0.00% | +19,333 | New |
| Louisiana State Employees Retirement System | 19,100 | $1.93M | 0.04% | +6,800+55.3% | Added |
| Cerity Partners LLC | 18,928 | $1.91M | 0.00% | −1,575−7.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,809 | $1.90M | 0.01% | +7,164+61.5% | Added |
| Keeley-Teton Advisors, LLC | 18,714 | $1.89M | 0.23% | −215−1.1% | Reduced |
| Nisa Investment Advisors, LLC | 18,607 | $1.89M | 0.01% | +207+1.1% | Added |
| Quadrant Capital Group LLC | 17,036 | $1.72M | 0.06% | +14,383+542.1% | Added |
| Ensign Peak Advisors, Inc | 16,879 | $1.71M | 0.00% | 00.0% | Unchanged |
| US Bancorp | 16,743 | $1.69M | 0.00% | +3,638+27.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,268 | $1.64M | 0.01% | +6,461+65.9% | Added |
| State of Michigan Retirement System | 16,241 | $1.64M | 0.01% | +5,700+54.1% | Added |
| Federation des caisses Desjardins du Quebec | 16,143 | $1.63M | 0.01% | +2,674+19.9% | Added |
| Stifel Financial Corp | 15,954 | $1.61M | 0.00% | +14,016+723.2% | Added |
| Prudential Financial Inc | 15,864 | $1.60M | 0.00% | −10,335−39.4% | Reduced |
| OP Asset Management Ltd | 15,809 | $1.60M | 0.03% | +15,809 | New |
| Teacher Retirement System of Texas | 15,723 | $1.59M | 0.01% | +7,715+96.3% | Added |
| Atria Investments LLC | 15,474 | $1.56M | 0.02% | +7,068+84.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,132 | $1.53M | 0.02% | +5,263+53.3% | Added |
| CIBC World Markets Corp | 15,129 | $1.53M | 0.01% | +10,932+260.5% | Added |
| Jackson Creek Investment Advisors LLC | 15,020 | $1.52M | 0.48% | −11−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 14,895 | $1.51M | 0.01% | +5,395+56.8% | Added |
| Handelsbanken Fonder AB | 14,690 | $1.49M | 0.01% | +3,760+34.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,523 | $1.47M | 0.01% | +4,973+52.1% | Added |
| Virginia Retirement Systems Et Al | 14,417 | $1.46M | 0.01% | +14,417 | New |
| Oppenheimer & Co Inc | 13,968 | $1.41M | 0.02% | +13,968 | New |
| Oregon Public Employees Retirement Fund | 13,916 | $1.41M | 0.03% | +4,900+54.3% | Added |
| New Mexico Educational Retirement Board | 13,900 | $1.41M | 0.05% | +5,000+56.2% | Added |
| Kennedy Capital Management, Inc. | 13,668 | $1.38M | 0.03% | +13,668 | New |
| Sterling Capital Management LLC | 13,649 | $1.38M | 0.02% | −790−5.5% | Reduced |
| Paragon Capital Management LLC | 13,263 | $1.34M | 0.77% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 12,741 | $1.29M | 0.02% | +5,787+83.2% | Added |
| SG Americas Securities, LLC | 12,786 | $1.29M | 0.00% | −2,337−15.5% | Reduced |
| Fortress Wealth Management, Inc. | 12,780 | $1.29M | 0.67% | +12,780 | New |
| Robeco Institutional Asset Management B.V. | 12,725 | $1.29M | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 12,177 | $1.23M | 0.01% | +3,444+39.4% | Added |
| Persistent Asset Partners Ltd | 11,959 | $1.21M | 1.07% | +11,959 | New |
| Pictet Asset Management Holding SA | 11,027 | $1.11M | 0.00% | +4,236+62.4% | Added |
| Accredited Investors Inc. | 10,921 | $1.10M | 0.07% | +10,921 | New |
| State Board of Administration of Florida Retirement System | 10,869 | $1.10M | 0.00% | +6,608+155.1% | Added |
| Interval Partners, LP | 10,746 | $1.09M | 0.04% | −37,439−77.7% | Reduced |
| Atwood & Palmer Inc | 10,729 | $1.08M | 0.08% | +6,951+184.0% | Added |
| Pathstone Holdings, LLC | 10,666 | $1.08M | 0.00% | +2,504+30.7% | Added |
| CWM, LLC | 10,603 | $1.07M | 0.00% | +7,795+277.6% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $1.06M | 0.26% | −6,300−37.5% | Reduced |
| 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 |