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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,548 | $257.6K | 0.00% | +2,548 | New |
| Greenleaf Trust | 2,527 | $255.5K | 0.00% | +322+14.6% | Added |
| Aptus Capital Advisors, LLC | 2,525 | $255.3K | 0.00% | +2,525 | New |
| Shelton Capital Management | 2,469 | $249.6K | 0.01% | +2,469 | New |
| First Affirmative Financial Network | 2,429 | $245.6K | 0.15% | +2,429 | New |
| Guardian Wealth Advisors, LLC | 2,391 | $242.7K | 0.02% | +2,391 | New |
| Resources Investment Advisors, LLC. | 2,367 | $239.3K | 0.00% | +509+27.4% | Added |
| Monument Capital Management | 2,363 | $238.9K | 0.07% | −557−19.1% | Reduced |
| M&T Bank Corp | 2,345 | $237.3K | 0.00% | +2,345 | New |
| Advantage Alpha Capital Partners LP | 2,336 | $236.2K | 0.06% | −3,624−60.8% | Reduced |
| Shell Asset Management Co | 2,334 | $236.0K | 0.01% | +2,334 | New |
| Clearstead Advisors, LLC | 2,323 | $234.9K | 0.00% | +2,323 | New |
| Regions Financial Corp | 2,317 | $234.2K | 0.00% | +15+0.7% | Added |
| Leonteq Securities AG | 2,312 | $233.7K | 0.02% | +862+59.4% | Added |
| High Note Wealth, LLC | 2,312 | $233.7K | 0.06% | +2,312 | New |
| Ethic Inc. | 2,292 | $230.4K | 0.00% | +2,292 | New |
| CIBC Asset Management Inc | 2,278 | $230.3K | 0.00% | +2,278 | New |
| Bayforest Capital Ltd | 2,217 | $224.1K | 0.10% | +2,157+3,595.0% | Added |
| Heritage Family Offices, LLP | 2,215 | $223.9K | 0.11% | +156+7.6% | Added |
| Ameritas Advisory Services, LLC | 2,206 | $223.0K | 0.01% | +2,206 | New |
| Coldstream Capital Management Inc | 2,159 | $218.3K | 0.00% | +89+4.3% | Added |
| CI Private Wealth, LLC | 2,087 | $211.2K | 0.00% | +2,087 | New |
| Panagora Asset Management Inc | 2,080 | $210.3K | 0.00% | +2,080 | New |
| Blueshift Asset Management, LLC | 2,005 | $202.7K | 0.08% | +2,005 | New |
| Vident Advisory, LLC | 1,995 | $201.7K | 0.00% | +1,995 | New |
| Kingsview Wealth Management, LLC | 1,982 | $200.4K | 0.00% | +1,982 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | $192.1K | 0.09% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,841 | $186.1K | 0.02% | +1,841 | New |
| Aster Capital Management (DIFC) Ltd | 1,490 | $164.4K | 0.03% | +1,378+1,230.4% | Added |
| Acropolis Investment Management, LLC | 1,485 | $150.1K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,346 | $136.1K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,343 | $135.8K | 0.01% | +605+82.0% | Added |
| Parallel Advisors, LLC | 1,276 | $129.0K | 0.00% | +478+59.9% | Added |
| Lazard Asset Management LLC | 1,242 | $125.0K | 0.00% | −156−11.2% | Reduced |
| Quest Partners LLC | 1,174 | $118.7K | 0.01% | −25,241−95.6% | Reduced |
| 1620 Investment Advisors, Inc. | 1,040 | $105.1K | 0.08% | −395−27.5% | Reduced |
| GAMMA Investing LLC | 921 | $93.1K | 0.01% | +506+121.9% | Added |
| Marquette Asset Management, LLC | 813 | $82.2K | 0.01% | +813 | New |
| MAI Capital Management | 771 | $78.0K | 0.00% | +99+14.7% | Added |
| Clarity Asset Management, Inc. | 643 | $65.0K | 0.04% | +643 | New |
| Fifth Third Bancorp | 624 | $63.1K | 0.00% | +172+38.1% | Added |
| First Horizon Advisors, Inc. | 592 | $59.9K | 0.00% | +11+1.9% | Added |
| Smartleaf Asset Management LLC | 565 | $56.6K | 0.01% | +421+292.4% | Added |
| Ronald Blue Trust, Inc. | 512 | $51.8K | 0.00% | +512 | New |
| Versant Capital Management, Inc | 498 | $50.3K | 0.01% | +436+703.2% | Added |
| Optiver Holding B.V. | 478 | $48.3K | 0.00% | +478 | New |
| Covestor Ltd | 446 | $45.0K | 0.03% | −109−19.6% | Reduced |
| Neo Ivy Capital Management | 420 | $42.5K | 0.01% | +420 | New |
| Central Trust Co | 411 | $41.6K | 0.00% | −500−54.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 362 | $36.6K | 0.00% | +213+143.0% | Added |
| Ci Investments Inc. | 358 | $36.0K | 0.00% | −46−11.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 345 | $35.0K | 0.00% | +345 | New |
| Nomura Asset Management Co Ltd | 300 | $30.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $30.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 291 | $29.4K | 0.00% | +291 | New |
| Bessemer Group Inc | 282 | $29.0K | 0.00% | +104+58.4% | Added |
| Rothschild Investment LLC | 271 | $27.4K | 0.00% | +221+442.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $26.9K | 0.00% | +266 | New |
| Harbor Capital Advisors, Inc. | 262 | $26.0K | 0.00% | +57+27.8% | Added |
| Rise Advisors, LLC | 251 | $25.4K | 0.01% | +1+0.4% | Added |
| Skopos Labs, Inc. | 247 | $25.0K | 0.01% | +242+4,840.0% | Added |
| V-Square Quantitative Management LLC | 243 | $24.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 242 | $24.5K | 0.00% | −16−6.2% | Reduced |
| Winch Advisory Services, LLC | 234 | $23.6K | 0.01% | +234 | New |
| TCTC Holdings, LLC | 224 | $22.6K | 0.00% | +122+119.6% | Added |
| Allworth Financial LP | 216 | $20.9K | 0.00% | −135−38.5% | Reduced |
| Massmutual Trust Co FSB | 145 | $14.7K | 0.00% | +82+130.2% | Added |
| Larson Financial Group LLC | 140 | $14.2K | 0.00% | +140 | New |
| EverSource Wealth Advisors, LLC | 138 | $14.0K | 0.00% | +10+7.8% | Added |
| Operose Advisors LLC | 133 | $13.4K | 0.00% | +133 | New |
| Principal Securities, Inc. | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 103 | $10.4K | 0.00% | −2−1.9% | Reduced |
| Farther Finance Advisors, LLC | 97 | $9.75K | 0.00% | +34+54.0% | Added |
| Accent Capital Management, LLC | 95 | $9.64K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 88 | $8.90K | 0.01% | −517−85.5% | Reduced |
| Quent Capital, LLC | 82 | $8.29K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 82 | $8.29K | 0.00% | +78+1,950.0% | Added |
| Key Financial Inc | 63 | $6.37K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $6.07K | 0.00% | +60 | New |
| HHM Wealth Advisors, LLC | 56 | $5.66K | 0.00% | +56 | New |
| JFS Wealth Advisors, LLC | 55 | $5.56K | 0.00% | +10+22.2% | Added |
| Mather Group, LLC. | 50 | $5.05K | 0.00% | +50 | New |
| Hemington Wealth Management | 58 | $5.00K | 0.00% | +17+41.5% | Added |
| Quarry LP | 39 | $3.94K | 0.00% | +29+290.0% | Added |
| GeoWealth Management, LLC | 37 | $3.74K | 0.00% | +20+117.6% | Added |
| Manchester Capital Management LLC | 36 | $3.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $3.54K | 0.00% | +24+218.2% | Added |
| Parkside Financial Bank & Trust | 32 | $3.24K | 0.00% | +31+3,100.0% | Added |
| Carolinas Wealth Consulting LLC | 28 | $2.83K | 0.00% | +28 | New |
| Geneos Wealth Management Inc. | 27 | $2.73K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 22 | $2.23K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $2.02K | 0.00% | +20 | New |
| Stephens Consulting, LLC | 20 | $2.02K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | +2+15.4% | Added |
| NBC Securities, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| NewSquare Capital LLC | 18 | $1.82K | 0.00% | +18 | New |
| Bokf, NA | 17 | $1.72K | 0.00% | +17 | New |
| Hexagon Capital Partners LLC | 16 | $1.62K | 0.00% | −5−23.8% | Reduced |
| Rakuten Securities, Inc. | 15 | $1.52K | 0.00% | +15 | New |
| First Pacific Financial | 14 | $1.42K | 0.00% | +14 | New |