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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 2,207 | $232.1K | 0.00% | −110−4.7% | Reduced |
| KBC Group NV | 2,234 | $235.0K | 0.00% | −1,142−33.8% | Reduced |
| Avantax Planning Partners, Inc. | 2,240 | $235.5K | 0.01% | −463−17.1% | Reduced |
| CIBC Asset Management Inc | 2,278 | $239.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,313 | $243.2K | 0.01% | +10.0% | Added |
| Everence Capital Management Inc | 2,320 | $244.0K | 0.02% | +2,320 | New |
| High Note Wealth, LLC | 2,329 | $244.9K | 0.06% | +17+0.7% | Added |
| Greenleaf Trust | 2,331 | $245.1K | 0.00% | −196−7.8% | Reduced |
| First Affirmative Financial Network | 2,389 | $251.2K | 0.13% | −40−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 2,404 | $252.8K | 0.00% | +37+1.6% | Added |
| Guardian Wealth Advisors, LLC | 2,396 | $252.9K | 0.02% | +5+0.2% | Added |
| Blueshift Asset Management, LLC | 2,406 | $253.0K | 0.08% | +401+20.0% | Added |
| Shelton Capital Management | 2,414 | $253.9K | 0.01% | −55−2.2% | Reduced |
| GTS Securities LLC | 2,417 | $254.2K | 0.01% | −1,278−34.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,514 | $264.4K | 0.00% | −34−1.3% | Reduced |
| Scientech Research LLC | 2,520 | $265.0K | 0.06% | +2,520 | New |
| Aptus Capital Advisors, LLC | 2,528 | $265.9K | 0.00% | +3+0.1% | Added |
| Diversify Advisory Services, LLC | 2,390 | $273.8K | 0.01% | +2,390 | New |
| Janney Montgomery Scott LLC | 2,620 | $276.0K | 0.00% | −251−8.7% | Reduced |
| Assetmark, Inc | 2,661 | $279.8K | 0.00% | −50−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,684 | $282.2K | 0.02% | +2,684 | New |
| Clearstead Advisors, LLC | 2,697 | $283.7K | 0.00% | +374+16.1% | Added |
| Forum Financial Management, LP | 2,713 | $285.3K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,764 | $290.7K | 0.00% | −1,020−27.0% | Reduced |
| Kornitzer Capital Management Inc | 2,800 | $294.4K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,801 | $294.6K | 0.08% | +10.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,819 | $296.4K | 0.00% | −212−7.0% | Reduced |
| ETF Store, Inc. | 2,908 | $305.8K | 0.35% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 2,800 | $306.2K | 0.05% | +2,800 | New |
| Ethic Inc. | 2,889 | $306.3K | 0.01% | +597+26.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,943 | $309.8K | 0.00% | +2,943 | New |
| Integrated Investment Consultants, LLC | 2,960 | $311.3K | 0.06% | −1,793−37.7% | Reduced |
| Hancock Whitney Corp | 3,027 | $318.3K | 0.01% | −5,025−62.4% | Reduced |
| LexAurum Advisors, LLC | 3,132 | $329.3K | 0.05% | +2+0.1% | Added |
| Atria Wealth Solutions, Inc. | 3,147 | $332.2K | 0.01% | −483−13.3% | Reduced |
| Moors & Cabot, Inc. | 3,192 | $335.7K | 0.02% | −104−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 3,216 | $338.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,306 | $347.7K | 0.00% | +3,306 | New |
| Oppenheimer & Co Inc | 3,313 | $348.4K | 0.00% | −10,655−76.3% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $356.2K | 0.18% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,430 | $361.0K | 0.05% | −3,399−49.8% | Reduced |
| Avantax Advisory Services, Inc. | 3,458 | $363.6K | 0.00% | +23+0.7% | Added |
| CIBC Private Wealth Group, LLC | 3,465 | $364.4K | 0.00% | +82+2.4% | Added |
| MML Investors Services, LLC | 3,484 | $366.0K | 0.00% | +7+0.2% | Added |
| Miramar Capital, LLC | 3,530 | $371.2K | 0.09% | +3,530 | New |
| Alps Advisors Inc | 3,563 | $374.7K | 0.00% | +43+1.2% | Added |
| First National Advisers, LLC | 3,570 | $375.4K | 0.05% | −105−2.9% | Reduced |
| Squarepoint Ops LLC | 3,590 | $377.5K | 0.00% | −4,267−54.3% | Reduced |
| Pitcairn Co | 3,635 | $382.3K | 0.03% | −787−17.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,641 | $382.9K | 0.00% | +3,641 | New |
| CWM Advisors, LLC | 3,698 | $388.9K | 0.04% | +297+8.7% | Added |
| First Community Trust NA | 3,730 | $392.2K | 0.32% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 3,786 | $398.1K | 0.25% | +3,786 | New |
| DRW Securities, LLC | 3,861 | $406.0K | 0.03% | +3,861 | New |
| N.E.W. Advisory Services LLC | 3,864 | $406.3K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,877 | $408.0K | 0.00% | +3,877 | New |
| Profund Advisors LLC | 3,938 | $414.1K | 0.01% | −115−2.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $420.6K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,013 | $422.0K | 0.01% | +47+1.2% | Added |
| Quantinno Capital Management LP | 4,022 | $423.0K | 0.00% | +957+31.2% | Added |
| Papp L Roy & Associates | 4,030 | $423.8K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 4,038 | $424.6K | 0.04% | −2,292−36.2% | Reduced |
| Evergreen Capital Management LLC | 4,029 | $425.3K | 0.01% | −461−10.3% | Reduced |
| Farmers & Merchants Investments Inc | 4,053 | $426.2K | 0.01% | +15+0.4% | Added |
| Cetera Investment Advisers | 4,232 | $445.0K | 0.00% | +269+6.8% | Added |
| Cambria Investment Management, L.P. | 4,259 | $447.9K | 0.03% | −118−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 4,387 | $461.0K | 0.00% | +62+1.4% | Added |
| PrairieView Partners, LLC | 4,476 | $470.0K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,493 | $472.9K | 0.00% | +39+0.9% | Added |
| Hamilton Capital Partners Inc. | 4,674 | $491.5K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 4,690 | $493.2K | 0.00% | +2,345+100.0% | Added |
| Qube Research & Technologies Ltd | 4,807 | $505.5K | 0.00% | −21,844−82.0% | Reduced |
| Connable Office Inc | 4,851 | $510.1K | 0.05% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $511.4K | 0.02% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,878 | $513.0K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 4,887 | $513.9K | 0.00% | −925−15.9% | Reduced |
| Readystate Asset Management LP | 4,907 | $516.0K | 0.02% | +4,907 | New |
| Whelan Financial | 4,942 | $519.7K | 0.19% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,985 | $524.2K | 0.01% | +898+22.0% | Added |
| Vontobel Holding Ltd. | 5,022 | $528.1K | 0.00% | +460+10.1% | Added |
| WealthPlan Investment Management, LLC | 5,097 | $536.0K | 0.04% | +696+15.8% | Added |
| Financial Advisory Service, Inc. | 5,141 | $540.7K | 0.04% | −2,233−30.3% | Reduced |
| HSBC Holdings PLC | 5,132 | $541.2K | 0.00% | −2,587−33.5% | Reduced |
| 111 Capital | 5,168 | $543.5K | 0.09% | −729−12.4% | Reduced |
| Engineers Gate Manager LP | 5,256 | $552.7K | 0.01% | +5,256 | New |
| Securian Asset Management, Inc | 5,435 | $571.5K | 0.02% | +286+5.6% | Added |
| GWM Advisors LLC | 5,467 | $574.9K | 0.00% | −176−3.1% | Reduced |
| Bayview Asset Management, LLC | 5,500 | $578.4K | 0.58% | +5,500 | New |
| EP Wealth Advisors, LLC | 5,598 | $588.7K | 0.00% | +1,199+27.3% | Added |
| Douglass Winthrop Advisors, LLC | 5,825 | $612.6K | 0.01% | −350−5.7% | Reduced |
| JustInvest LLC | 5,931 | $624.1K | 0.01% | +170+3.0% | Added |
| Concurrent Investment Advisors, LLC | 6,268 | $659.1K | 0.01% | +26+0.4% | Added |
| First Citizens Bank & Trust Co | 6,602 | $694.3K | 0.01% | +6,602 | New |
| State of Wisconsin Investment Board | 6,865 | $721.9K | 0.00% | −482−6.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,918 | $728.0K | 0.00% | +270+4.1% | Added |
| HighTower Advisors, LLC | 7,060 | $742.4K | 0.00% | +1,788+33.9% | Added |
| Occudo Quantitative Strategies LP | 7,110 | $747.7K | 0.08% | −45−0.6% | Reduced |
| Farringdon Capital, Ltd. | 7,196 | $756.7K | 0.25% | +1,956+37.3% | Added |
| CenterBook Partners LP | 7,231 | $760.4K | 0.04% | +7,231 | New |
| Ieq Capital, LLC | 7,276 | $765.2K | 0.00% | +193+2.7% | Added |