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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q2 2025
Institutional positions in Umb Financial Corp as of Jun 30, 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
- 410
- +2 vs. Q1 2025
- Shares held
- 68.8M
- +1.71M (+2.5%) vs. Q1 2025
- Total value
- $7.25B
- +$460.5M (+6.8%) vs. Q1 2025
- New holders
- 49
- 157 more added
- Sold out
- 47
- 144 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 483 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,083,778 | $955.3M | 0.02% | +252,580+2.9% | Added |
| Vanguard Group Inc | 7,863,404 | $826.9M | 0.01% | +530,640+7.2% | Added |
| Umb Bank N A | 4,353,205 | $457.8M | 7.13% | −44,181−1.0% | Reduced |
| State Street Corp | 4,296,190 | $453.5M | 0.02% | +313,414+7.9% | Added |
| Dimensional Fund Advisors LP | 2,738,376 | $288.0M | 0.07% | +37,698+1.4% | Added |
| Wellington Management Group LLP | 2,347,273 | $246.8M | 0.04% | −59,842−2.5% | Reduced |
| FMR LLC | 2,219,893 | $233.4M | 0.01% | +1,139,034+105.4% | Added |
| Allspring Global Investments Holdings, LLC | 1,976,030 | $213.7M | 0.36% | +63,147+3.3% | Added |
| American Century Companies Inc | 1,985,065 | $208.7M | 0.11% | −68,942−3.4% | Reduced |
| Geode Capital Management, LLC | 1,846,252 | $194.2M | 0.01% | +119,319+6.9% | Added |
| Alliancebernstein L.P. | 1,488,618 | $156.5M | 0.05% | +1,286,543+636.7% | Added |
| Earnest Partners LLC | 1,428,756 | $150.2M | 0.68% | +953+0.1% | Added |
| Neuberger Berman Group LLC | 1,381,138 | $145.2M | 0.11% | +600,670+77.0% | Added |
| Victory Capital Management Inc | 1,247,210 | $131.2M | 0.08% | +10,723+0.9% | Added |
| Citadel Advisors LLC | 1,109,063 | $116.6M | 0.10% | −881,338−44.3% | Reduced |
| Northern Trust Corp | 932,994 | $98.1M | 0.01% | +16,030+1.7% | Added |
| Norges Bank | 892,248 | $93.8M | 0.01% | +64,313+7.8% | Added |
| Goldman Sachs Group Inc | 879,278 | $92.5M | 0.01% | −57,407−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 805,459 | $84.7M | 0.01% | −8,298−1.0% | Reduced |
| Principal Financial Group Inc | 776,882 | $81.7M | 0.04% | −62,891−7.5% | Reduced |
| Bank of America Corp | 755,992 | $79.5M | 0.01% | −64,310−7.8% | Reduced |
| Global Alpha Capital Management Ltd. | 644,644 | $67.8M | 4.23% | +133,507+26.1% | Added |
| GW&K Investment Management, LLC | 619,232 | $65.1M | 0.58% | −21,211−3.3% | Reduced |
| Nuveen, LLC | 617,930 | $65.0M | 0.02% | +110,275+21.7% | Added |
| Bank of New York Mellon Corp | 575,782 | $60.5M | 0.01% | +29,299+5.4% | Added |
| Morgan Stanley | 553,808 | $58.2M | 0.00% | +59,009+11.9% | Added |
| Invesco Ltd. | 487,242 | $51.2M | 0.01% | +87,652+21.9% | Added |
| Captrust Financial Advisors | 465,908 | $49.0M | 0.11% | −1,737−0.4% | Reduced |
| First Trust Advisors LP | 402,629 | $42.3M | 0.03% | +121,043+43.0% | Added |
| Adage Capital Partners GP, L.L.C. | 400,000 | $42.1M | 0.07% | −53,900−11.9% | Reduced |
| Massachusetts Financial Services Co | 390,650 | $41.1M | 0.01% | −22,246−5.4% | Reduced |
| Schroder Investment Management Group | 375,781 | $39.8M | 0.03% | −2,833−0.7% | Reduced |
| Clearbridge Investments, LLC | 370,936 | $39.0M | 0.03% | +370,936 | New |
| ProShare Advisors LLC | 361,068 | $38.0M | 0.08% | +92,656+34.5% | Added |
| Systematic Financial Management LP | 347,009 | $36.5M | 0.97% | +11,599+3.5% | Added |
| UBS Group AG | 336,915 | $35.4M | 0.01% | −105,020−23.8% | Reduced |
| Franklin Resources Inc | 336,068 | $35.3M | 0.01% | +18,963+6.0% | Added |
| JPMorgan Chase & Co | 315,379 | $33.2M | 0.00% | −73,783−19.0% | Reduced |
| Neumeier Poma Investment Counsel LLC | 306,764 | $32.3M | 3.00% | −5,435−1.7% | Reduced |
| UBS Asset Management Americas Inc | 296,267 | $31.2M | 0.01% | +88,386+42.5% | Added |
| Fisher Asset Management, LLC | 282,261 | $29.7M | 0.01% | −8,959−3.1% | Reduced |
| Boston Trust Walden Corp | 257,463 | $27.1M | 0.19% | −5,468−2.1% | Reduced |
| Renaissance Technologies LLC | 256,070 | $26.9M | 0.04% | −12,016−4.5% | Reduced |
| Rhumbline Advisers | 243,342 | $25.6M | 0.02% | +14,530+6.4% | Added |
| Price T Rowe Associates Inc | 234,743 | $24.7M | 0.00% | +13,804+6.2% | Added |
| Stieven Capital Advisors, L.P. | 226,789 | $23.8M | 4.65% | +18,200+8.7% | Added |
| SEI Investments Co | 226,720 | $23.8M | 0.03% | −144,088−38.9% | Reduced |
| Raymond James Financial Inc | 213,890 | $22.5M | 0.01% | +46,495+27.8% | Added |
| Emerald Advisers, LLC | 213,081 | $22.4M | 0.82% | +87,613+69.8% | Added |
| New York State Common Retirement Fund | 194,984 | $20.5M | 0.03% | +398+0.2% | Added |
| AQR Capital Management LLC | 184,152 | $19.4M | 0.02% | −31,945−14.8% | Reduced |
| Barclays PLC | 182,769 | $19.2M | 0.01% | −62,310−25.4% | Reduced |
| Envestnet Asset Management Inc | 178,132 | $18.7M | 0.01% | −9,911−5.3% | Reduced |
| ExodusPoint Capital Management, LP | 178,002 | $18.7M | 0.23% | +148,946+512.6% | Added |
| Wells Fargo & Company | 174,309 | $18.3M | 0.00% | +20,973+13.7% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $17.9M | 7.31% | 00.0% | Unchanged |
| Deutsche Bank AG | 162,571 | $17.1M | 0.01% | −80,211−33.0% | Reduced |
| Ceredex Value Advisors LLC | 152,000 | $16.0M | 0.34% | +21,550+16.5% | Added |
| Tributary Capital Management, LLC | 151,830 | $16.0M | 1.42% | −41,462−21.5% | Reduced |
| Millennium Management LLC | 149,704 | $15.7M | 0.01% | −336,045−69.2% | Reduced |
| Federated Hermes, Inc. | 149,526 | $15.7M | 0.03% | −2,674−1.8% | Reduced |
| Legal & General Group Plc | 139,594 | $14.7M | 0.00% | +1,235+0.9% | Added |
| Swiss National Bank | 138,720 | $14.6M | 0.01% | −1,600−1.1% | Reduced |
| Susquehanna International Group, LLP | 122,198 | $12.9M | 0.02% | −231−0.2% | Reduced |
| Two Sigma Investments, LP | 121,846 | $12.8M | 0.02% | −3,443−2.7% | Reduced |
| Basswood Capital Management, L.L.C. | 121,787 | $12.8M | 0.64% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 121,672 | $12.8M | 0.78% | +36,460+42.8% | Added |
| California Public Employees Retirement System | 121,620 | $12.8M | 0.01% | +24,656+25.4% | Added |
| Congress Asset Management Co | 121,366 | $12.8M | 0.09% | −2,748−2.2% | Reduced |
| Point72 Asset Management, L.P. | 121,112 | $12.7M | 0.03% | −16,043−11.7% | Reduced |
| Mutual of America Capital Management LLC | 111,227 | $11.7M | 0.13% | −2,258−2.0% | Reduced |
| STRS Ohio | 108,100 | $11.4M | 0.04% | +800+0.7% | Added |
| Third Avenue Management LLC | 102,763 | $10.8M | 2.23% | −330.0% | Reduced |
| Gator Capital Management, LLC | 101,175 | $10.6M | 3.32% | +700+0.7% | Added |
| Maltese Capital Management LLC | 95,400 | $10.0M | 1.41% | +400+0.4% | Added |
| Citigroup Inc | 88,929 | $9.35M | 0.01% | −16,960−16.0% | Reduced |
| Retirement Systems of Alabama | 87,224 | $9.17M | 0.03% | +4,391+5.3% | Added |
| Rafferty Asset Management, LLC | 85,525 | $8.99M | 0.03% | −2,233−2.5% | Reduced |
| MetLife Investment Management | 80,555 | $8.47M | 0.05% | +4,361+5.7% | Added |
| Manufacturers Life Insurance Company, The | 79,080 | $8.32M | 0.01% | +743+0.9% | Added |
| Verition Fund Management LLC | 74,891 | $7.88M | 0.05% | −3,754−4.8% | Reduced |
| Creative Planning | 71,860 | $7.56M | 0.01% | +783+1.1% | Added |
| Susquehanna Fundamental Investments, LLC | 70,936 | $7.46M | 0.20% | −9,685−12.0% | Reduced |
| Ameriprise Financial Inc | 69,380 | $7.30M | 0.00% | −42,989−38.3% | Reduced |
| California State Teachers Retirement System | 67,877 | $7.14M | 0.01% | +262+0.4% | Added |
| Boothbay Fund Management, LLC | 63,563 | $6.68M | 0.21% | −4,568−6.7% | Reduced |
| Thrivent Financial for Lutherans | 63,493 | $6.68M | 0.01% | −36,647−36.6% | Reduced |
| Prudential Financial Inc | 60,761 | $6.39M | 0.01% | +44,897+283.0% | Added |
| New York State Teachers Retirement System | 60,376 | $6.35M | 0.01% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 59,709 | $6.28M | 0.01% | +1,936+3.4% | Added |
| Brant Point Investment Management LLC | 59,054 | $6.21M | 1.41% | +14,599+32.8% | Added |
| Wedge Capital Management L L P | 57,273 | $6.02M | 0.11% | +4,578+8.7% | Added |
| Brown Advisory Inc | 56,202 | $5.91M | 0.01% | −561−1.0% | Reduced |
| MidWestOne Financial Group, Inc. | 56,121 | $5.90M | 0.77% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 53,938 | $5.67M | 0.01% | +53,938 | New |
| Royal Bank of Canada | 53,907 | $5.67M | 0.00% | +11,078+25.9% | Added |
| King Luther Capital Management Corp | 52,534 | $5.52M | 0.02% | −1,049−2.0% | Reduced |
| Peregrine Capital Management LLC | 51,419 | $5.41M | 0.16% | −8,371−14.0% | Reduced |
| Midwest Trust Co | 51,206 | $5.38M | 0.07% | +51,206 | New |
| Two Sigma Advisers, LP | 50,465 | $5.31M | 0.01% | −14,900−22.8% | Reduced |