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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| 1620 Investment Advisors, Inc. | 11 | $75 | 0.00% | −1,029−98.9% | Reduced |
| Tortoise Investment Management, LLC | 1 | $105 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $316 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $421 | 0.00% | +3+300.0% | Added |
| Essential Partners LLC | 4 | $421 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $458 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $526 | 0.00% | +4+400.0% | Added |
| True Wealth Design, LLC | 9 | $947 | 0.00% | +6+200.0% | Added |
| Rakuten Securities, Inc. | 12 | $1.26K | 0.00% | −3−20.0% | Reduced |
| UMA Financial Services, Inc. | 12 | $1.26K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 17 | $1.79K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $2.31K | 0.00% | −10−31.3% | Reduced |
| Bell Investment Advisors, Inc | 22 | $2.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $2.31K | 0.00% | +22 | New |
| GeoWealth Management, LLC | 34 | $3.58K | 0.00% | −3−8.1% | Reduced |
| Private Wealth Management Group, LLC | 35 | $3.68K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $3.79K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Hillsdale Investment Management Inc. | 50 | $5.26K | 0.00% | −10−16.7% | Reduced |
| Geneos Wealth Management Inc. | 52 | $5.47K | 0.00% | +25+92.6% | Added |
| JFS Wealth Advisors, LLC | 55 | $5.78K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 56 | $5.89K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 63 | $6.00K | 0.00% | +5+8.6% | Added |
| Key Financial Inc | 63 | $6.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 73 | $7.68K | 0.00% | +73 | New |
| Farther Finance Advisors, LLC | 78 | $8.20K | 0.00% | −19−19.6% | Reduced |
| Quarry LP | 79 | $8.31K | 0.00% | +40+102.6% | Added |
| Huntington National Bank | 82 | $8.62K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 90 | $9.46K | 0.00% | +90 | New |
| Horizon Financial Services, LLC | 95 | $9.99K | 0.01% | +95 | New |
| Accent Capital Management, LLC | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 104 | $11.0K | 0.00% | +102+5,100.0% | Added |
| Larson Financial Group LLC | 141 | $14.8K | 0.00% | +1+0.7% | Added |
| Massmutual Trust Co FSB | 145 | $15.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 158 | $16.6K | 0.00% | −89−36.0% | Reduced |
| Central Trust Co | 166 | $17.5K | 0.00% | −245−59.6% | Reduced |
| Private Trust Co NA | 169 | $17.7K | 0.00% | +66+64.1% | Added |
| Allworth Financial LP | 196 | $20.6K | 0.00% | −20−9.3% | Reduced |
| SRS Capital Advisors, Inc. | 224 | $23.6K | 0.00% | +212+1,766.7% | Added |
| Northwestern Mutual Wealth Management Co | 226 | $23.8K | 0.00% | −136−37.6% | Reduced |
| Fairman Group, LLC | 226 | $23.9K | 0.02% | +226 | New |
| Winch Advisory Services, LLC | 235 | $24.7K | 0.01% | +1+0.4% | Added |
| IFP Advisors, Inc | 0 | $25.7K | 0.00% | 0 | New |
| Bessemer Group Inc | 243 | $26.0K | 0.00% | −39−13.8% | Reduced |
| Rise Advisors, LLC | 252 | $26.5K | 0.01% | +1+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 273 | $29.0K | 0.00% | +11+4.2% | Added |
| Rothschild Investment LLC | 277 | $29.1K | 0.00% | +6+2.2% | Added |
| Smartleaf Asset Management LLC | 280 | $29.7K | 0.00% | −285−50.4% | Reduced |
| McIlrath & Eck, LLC | 291 | $30.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $31.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $31.5K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 345 | $36.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 346 | $36.4K | 0.00% | +346 | New |
| EverSource Wealth Advisors, LLC | 405 | $42.6K | 0.00% | +267+193.5% | Added |
| Ci Investments Inc. | 496 | $52.0K | 0.00% | +138+38.5% | Added |
| Versant Capital Management, Inc | 495 | $52.1K | 0.01% | −3−0.6% | Reduced |
| Fifth Third Bancorp | 541 | $56.9K | 0.00% | −83−13.3% | Reduced |
| Covestor Ltd | 546 | $57.0K | 0.03% | +100+22.4% | Added |
| Principal Securities, Inc. | 552 | $58.0K | 0.00% | +446+420.8% | Added |
| First Horizon Advisors, Inc. | 572 | $60.1K | 0.00% | −20−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 576 | $60.6K | 0.00% | +64+12.5% | Added |
| Optiver Holding B.V. | 589 | $61.9K | 0.00% | +111+23.2% | Added |
| Clarity Asset Management, Inc. | 643 | $67.7K | 0.04% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 728 | $77.0K | 0.00% | +728 | New |
| Marquette Asset Management, LLC | 813 | $85.5K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 884 | $93.0K | 0.00% | −19,274−95.6% | Reduced |
| GAMMA Investing LLC | 884 | $93.0K | 0.01% | −37−4.0% | Reduced |
| Hilltop National Bank | 1,001 | $105.3K | 0.03% | +1,001 | New |
| MAI Capital Management | 1,171 | $123.2K | 0.00% | +400+51.9% | Added |
| Quest Partners LLC | 1,174 | $123.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,189 | $125.0K | 0.00% | −87−6.8% | Reduced |
| Lazard Asset Management LLC | 1,201 | $126.0K | 0.00% | −41−3.3% | Reduced |
| AdvisorNet Financial, Inc | 1,345 | $141.4K | 0.01% | +2+0.1% | Added |
| Pinney & Scofield, Inc. | 1,346 | $141.6K | 0.10% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,367 | $143.8K | 0.01% | +1,367 | New |
| State of Wyoming | 1,450 | $152.5K | 0.02% | −6,135−80.9% | Reduced |
| SG Americas Securities, LLC | 1,812 | $191.0K | 0.00% | −10,974−85.8% | Reduced |
| JNBA Financial Advisors | 1,841 | $193.6K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | $199.8K | 0.08% | 00.0% | Unchanged |
| Vident Advisory, LLC | 1,915 | $201.4K | 0.00% | −80−4.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,938 | $203.8K | 0.05% | +1,938 | New |
| Merit Financial Group, LLC | 1,946 | $204.7K | 0.00% | +1,946 | New |
| Shell Asset Management Co | 1,946 | $205.0K | 0.01% | −388−16.6% | Reduced |
| National Asset Management, Inc. | 1,983 | $208.6K | 0.01% | +1,983 | New |
| Empowered Funds, LLC | 1,984 | $208.6K | 0.00% | +1,984 | New |
| Panagora Asset Management Inc | 2,032 | $213.7K | 0.00% | −48−2.3% | Reduced |
| Coldstream Capital Management Inc | 2,053 | $215.9K | 0.00% | −106−4.9% | Reduced |
| Anb Bank | 2,060 | $216.6K | 0.10% | +2,060 | New |
| Pacer Advisors, Inc. | 2,068 | $217.5K | 0.00% | +2,068 | New |
| Heritage Family Offices, LLP | 2,215 | $221.9K | 0.11% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,134 | $224.4K | 0.00% | −1,155−35.1% | Reduced |
| Monument Capital Management | 2,142 | $225.3K | 0.06% | −221−9.4% | Reduced |