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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 9,910 | $1.00M | 0.07% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 9,700 | $980.7K | 1.31% | +9,700 | New |
| O'Shaughnessy Asset Management, LLC | 9,479 | $958.3K | 0.01% | +279+3.0% | Added |
| Campbell & CO Investment Adviser LLC | 9,319 | $942.2K | 0.07% | +6,271+205.7% | Added |
| SummerHaven Investment Management, LLC | 9,145 | $924.6K | 0.65% | +122+1.4% | Added |
| Bank of Montreal | 9,013 | $911.3K | 0.00% | +2,743+43.7% | Added |
| The PNC Financial Services Group, Inc. | 8,064 | $815.3K | 0.00% | +714+9.7% | Added |
| Hancock Whitney Corp | 8,052 | $814.1K | 0.03% | −46,356−85.2% | Reduced |
| State of Alaska, Department of Revenue | 7,966 | $805.0K | 0.01% | +2,900+57.2% | Added |
| Country Club Bank | 8,016 | $803.1K | 0.05% | +1,414+21.4% | Added |
| Squarepoint Ops LLC | 7,857 | $794.3K | 0.00% | −24,683−75.9% | Reduced |
| IHT Wealth Management, LLC | 7,845 | $793.1K | 0.02% | +7,845 | New |
| CSS LLC | 7,719 | $780.4K | 0.05% | +7,719 | New |
| Caliber Wealth Management, LLC | 7,718 | $780.3K | 0.11% | +7,718 | New |
| HSBC Holdings PLC | 7,719 | $777.0K | 0.00% | +328+4.4% | Added |
| State of Wyoming | 7,585 | $766.8K | 0.10% | +3,752+97.9% | Added |
| CBOE Vest Financial, LLC | 7,532 | $761.5K | 0.01% | +7,532 | New |
| Kavar Capital Partners Group, LLC | 7,402 | $748.3K | 0.12% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 7,374 | $745.5K | 0.06% | +52+0.7% | Added |
| Cookson Peirce & Co Inc | 7,367 | $744.8K | 0.04% | +1,124+18.0% | Added |
| State of Wisconsin Investment Board | 7,347 | $742.8K | 0.00% | −2,237−23.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 7,250 | $733.0K | 0.32% | +7,250 | New |
| Bailard, Inc. | 7,123 | $720.1K | 0.02% | +3,307+86.7% | Added |
| Ieq Capital, LLC | 7,083 | $718.9K | 0.01% | +7,083 | New |
| Occudo Quantitative Strategies LP | 7,155 | $716.9K | 0.10% | +7,155 | New |
| Public Employees Retirement System of Ohio | 6,829 | $690.4K | 0.00% | −10,806−61.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,829 | $690.0K | 0.10% | −12,571−64.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,648 | $672.0K | 0.00% | −89−1.3% | Reduced |
| Trust Point Inc. | 6,330 | $640.0K | 0.06% | −2,451−27.9% | Reduced |
| Concurrent Investment Advisors, LLC | 6,242 | $631.1K | 0.02% | +6,242 | New |
| Douglass Winthrop Advisors, LLC | 6,175 | $624.3K | 0.01% | −250−3.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 6,123 | $619.0K | 0.02% | +354+6.1% | Added |
| 111 Capital | 5,897 | $596.2K | 0.12% | +5,897 | New |
| Two Sigma Securities, LLC | 5,893 | $595.8K | 0.09% | +5,893 | New |
| Keybank National Association | 5,812 | $587.6K | 0.00% | −840−12.6% | Reduced |
| JustInvest LLC | 5,761 | $582.5K | 0.01% | +1,282+28.6% | Added |
| GWM Advisors LLC | 5,643 | $570.5K | 0.00% | +1,803+47.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,532 | $559.2K | 0.00% | −478−8.0% | Reduced |
| HighTower Advisors, LLC | 5,272 | $533.0K | 0.00% | +3,494+196.5% | Added |
| Farringdon Capital, Ltd. | 5,240 | $529.8K | 0.27% | +5,240 | New |
| Securian Asset Management, Inc | 5,149 | $520.6K | 0.02% | +1,851+56.1% | Added |
| Whelan Financial | 4,942 | $499.6K | 0.19% | +4,942 | New |
| KLCM Advisors, Inc. | 4,878 | $493.2K | 0.06% | +4,878 | New |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $491.6K | 0.02% | 00.0% | Unchanged |
| Connable Office Inc | 4,851 | $490.4K | 0.05% | +4,851 | New |
| Fox Run Management, L.L.C. | 4,759 | $481.1K | 0.07% | +4,759 | New |
| Integrated Investment Consultants, LLC | 4,753 | $480.5K | 0.10% | +4,753 | New |
| Hamilton Capital Partners Inc. | 4,674 | $472.5K | 0.03% | +466+11.1% | Added |
| Vontobel Holding Ltd. | 4,562 | $461.2K | 0.00% | −983−17.7% | Reduced |
| Evergreen Capital Management LLC | 4,490 | $455.6K | 0.02% | +4,490 | New |
| Quadrature Capital Ltd | 4,480 | $453.2K | 0.01% | +4,480 | New |
| PrairieView Partners, LLC | 4,476 | $452.0K | 0.05% | +4,476 | New |
| Jones Financial Companies LLLP | 4,454 | $450.0K | 0.00% | −1,045−19.0% | Reduced |
| Pitcairn Co | 4,422 | $447.1K | 0.03% | +177+4.2% | Added |
| WealthPlan Investment Management, LLC | 4,401 | $444.9K | 0.04% | −88−2.0% | Reduced |
| EP Wealth Advisors, LLC | 4,399 | $444.7K | 0.00% | +2,038+86.3% | Added |
| Cambria Investment Management, L.P. | 4,377 | $442.5K | 0.03% | +4,377 | New |
| Commonwealth Equity Services, LLC | 4,325 | $437.0K | 0.00% | +665+18.2% | Added |
| United Services Automobile Association | 4,301 | $430.9K | 0.01% | +4,301 | New |
| Fiduciary Trust Co | 4,087 | $413.2K | 0.01% | +1,704+71.5% | Added |
| Tower Research Capital LLC (TRC) | 4,083 | $412.8K | 0.01% | −1,390−25.4% | Reduced |
| Profund Advisors LLC | 4,053 | $409.8K | 0.02% | −861−17.5% | Reduced |
| Farmers & Merchants Investments Inc | 4,038 | $408.2K | 0.01% | +20+0.5% | Added |
| Papp L Roy & Associates | 4,030 | $407.4K | 0.05% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $404.4K | 0.05% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 3,998 | $404.2K | 0.12% | +3,998 | New |
| Signaturefd, LLC | 3,966 | $401.0K | 0.01% | +525+15.3% | Added |
| Cetera Investment Advisers | 3,963 | $400.7K | 0.00% | +1,856+88.1% | Added |
| N.E.W. Advisory Services LLC | 3,864 | $390.6K | 0.03% | +3,864 | New |
| Crossmark Global Holdings, Inc. | 3,784 | $382.6K | 0.01% | +150+4.1% | Added |
| First Community Trust NA | 3,730 | $377.1K | 0.33% | +3,730 | New |
| GTS Securities LLC | 3,695 | $373.6K | 0.02% | −555−13.1% | Reduced |
| First National Advisers, LLC | 3,675 | $371.5K | 0.06% | +3,675 | New |
| Atria Wealth Solutions, Inc. | 3,630 | $368.4K | 0.00% | −441−10.8% | Reduced |
| Alps Advisors Inc | 3,520 | $355.9K | 0.00% | +3,520 | New |
| Keebeck Alpha, LP | 3,508 | $354.7K | 0.41% | +3,508 | New |
| MML Investors Services, LLC | 3,477 | $352.0K | 0.00% | +1,371+65.1% | Added |
| Avantax Advisory Services, Inc. | 3,435 | $347.3K | 0.00% | −315−8.4% | Reduced |
| Mach-1 Financial Group, Inc. | 3,426 | $346.4K | 0.10% | +3,426 | New |
| CWM Advisors, LLC | 3,401 | $343.8K | 0.04% | −143−4.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $342.4K | 0.20% | 00.0% | Unchanged |
| KBC Group NV | 3,376 | $341.0K | 0.00% | +1,372+68.5% | Added |
| Moors & Cabot, Inc. | 3,296 | $333.2K | 0.02% | +3,296 | New |
| Equitable Holdings, Inc. | 3,289 | $332.5K | 0.00% | +3,289 | New |
| Public Employees Retirement Association of Colorado | 3,216 | $325.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,170 | $320.5K | 0.03% | +3,170 | New |
| LexAurum Advisors, LLC | 3,130 | $316.4K | 0.06% | +2+0.1% | Added |
| Quantinno Capital Management LP | 3,065 | $309.9K | 0.00% | +1,170+61.7% | Added |
| FORA Capital, LLC | 3,036 | $306.9K | 0.03% | +3,036 | New |
| Steward Partners Investment Advisory, LLC | 3,031 | $306.4K | 0.00% | +2,117+231.6% | Added |
| ETF Store, Inc. | 2,908 | $294.0K | 0.36% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,383 | $292.9K | 0.00% | −220−6.1% | Reduced |
| Precision Wealth Strategies, LLC | 2,897 | $292.9K | 0.22% | +2,897 | New |
| Janney Montgomery Scott LLC | 2,871 | $290.0K | 0.00% | +53+1.9% | Added |
| High Net Worth Advisory Group LLC | 2,800 | $283.1K | 0.08% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 2,800 | $283.1K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,713 | $274.3K | 0.00% | +2,713 | New |
| Assetmark, Inc | 2,711 | $274.1K | 0.00% | −344−11.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,703 | $273.3K | 0.01% | +2,703 | New |
| Contravisory Investment Management, Inc. | 2,571 | $259.9K | 0.05% | +2,571 | New |