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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 7,402 | $778.4K | 0.11% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 7,522 | $791.0K | 0.03% | +1,399+22.8% | Added |
| Caliber Wealth Management, LLC | 7,742 | $814.1K | 0.09% | +24+0.3% | Added |
| IHT Wealth Management, LLC | 7,845 | $825.0K | 0.02% | 00.0% | Unchanged |
| Country Club Bank | 7,929 | $840.6K | 0.05% | −87−1.1% | Reduced |
| State of Alaska, Department of Revenue | 8,021 | $843.0K | 0.01% | +55+0.7% | Added |
| Bank of Montreal | 8,435 | $887.1K | 0.00% | −578−6.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,445 | $888.1K | 0.01% | −1,034−10.9% | Reduced |
| The PNC Financial Services Group, Inc. | 8,455 | $889.2K | 0.00% | +391+4.8% | Added |
| Virginia Retirement Systems Et Al | 8,817 | $927.2K | 0.01% | −5,600−38.8% | Reduced |
| Aquatic Capital Management LLC | 8,886 | $934.5K | 0.02% | +8,886 | New |
| FORA Capital, LLC | 8,900 | $935.9K | 0.10% | +5,864+193.1% | Added |
| CIBC World Markets Corp | 8,960 | $942.2K | 0.01% | −6,169−40.8% | Reduced |
| SummerHaven Investment Management, LLC | 9,298 | $977.8K | 0.64% | +153+1.7% | Added |
| Persistent Asset Partners Ltd | 9,391 | $987.6K | 0.87% | −2,568−21.5% | Reduced |
| Tower Research Capital LLC (TRC) | 9,608 | $1.01M | 0.03% | +5,525+135.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,700 | $1.02M | 0.00% | −29,400−75.2% | Reduced |
| Sterling Capital Management LLC | 9,809 | $1.03M | 0.01% | −3,840−28.1% | Reduced |
| Meritage Portfolio Management | 9,910 | $1.04M | 0.07% | 00.0% | Unchanged |
| Accredited Investors Inc. | 9,939 | $1.05M | 0.06% | −982−9.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,288 | $1.08M | 0.00% | +4,756+86.0% | Added |
| Xponance, Inc. | 10,364 | $1.09M | 0.01% | −1,813−14.9% | Reduced |
| Balyasny Asset Management LLC | 10,620 | $1.12M | 0.00% | −136,855−92.8% | Reduced |
| Brinker Capital Investments, LLC | 10,723 | $1.13M | 0.01% | +433+4.2% | Added |
| Atwood & Palmer Inc | 10,729 | $1.13M | 0.07% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,869 | $1.14M | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 11,068 | $1.16M | 0.00% | +465+4.4% | Added |
| Pictet Asset Management Holding SA | 11,335 | $1.19M | 0.00% | +308+2.8% | Added |
| AXA S.A. | 12,077 | $1.27M | 0.00% | −54,696−81.9% | Reduced |
| RSM US Wealth Management LLC | 12,600 | $1.33M | 0.02% | −141−1.1% | Reduced |
| Fortress Wealth Management, Inc. | 12,780 | $1.34M | 0.65% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.43M | 2.02% | +3,900+40.2% | Added |
| New Mexico Educational Retirement Board | 13,900 | $1.46M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,616 | $1.54M | 0.03% | +700+5.0% | Added |
| Handelsbanken Fonder AB | 14,690 | $1.54M | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 14,795 | $1.56M | 0.01% | −100−0.7% | Reduced |
| Teacher Retirement System of Texas | 15,242 | $1.60M | 0.01% | −481−3.1% | Reduced |
| Headlands Technologies LLC | 15,494 | $1.63M | 0.20% | −8,021−34.1% | Reduced |
| Paragon Capital Management LLC | 15,603 | $1.64M | 0.84% | +2,340+17.6% | Added |
| Atria Investments LLC | 15,773 | $1.66M | 0.02% | +299+1.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,935 | $1.68M | 0.03% | +803+5.3% | Added |
| BNP Paribas Arbitrage, SA | 16,030 | $1.69M | 0.00% | −45,218−73.8% | Reduced |
| US Bancorp | 16,286 | $1.71M | 0.00% | −457−2.7% | Reduced |
| Quadrant Capital Group LLC | 16,431 | $1.73M | 0.06% | −605−3.6% | Reduced |
| Stifel Financial Corp | 16,430 | $1.73M | 0.00% | +476+3.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,478 | $1.73M | 0.02% | +1,955+13.5% | Added |
| ISAM Funds (UK) Ltd | 16,850 | $1.77M | 0.39% | +16,850 | New |
| State of Michigan Retirement System | 17,141 | $1.80M | 0.01% | +900+5.5% | Added |
| Jackson Creek Investment Advisors LLC | 17,306 | $1.82M | 0.49% | +2,286+15.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,336 | $1.93M | 0.01% | +2,068+12.7% | Added |
| Gamco Investors, Inc. Et Al | 18,714 | $1.97M | 0.02% | +18,714 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $1.98M | 0.00% | −90.0% | Reduced |
| Nisa Investment Advisors, LLC | 19,118 | $2.02M | 0.01% | +511+2.7% | Added |
| Kennedy Capital Management, Inc. | 19,425 | $2.04M | 0.05% | +5,757+42.1% | Added |
| Voya Investment Management LLC | 19,446 | $2.04M | 0.00% | −45,064−69.9% | Reduced |
| First National Bank of Omaha | 19,618 | $2.06M | 0.13% | −1,013−4.9% | Reduced |
| Jane Street Group, LLC | 19,632 | $2.06M | 0.00% | −30,245−60.6% | Reduced |
| State of New Jersey Common Pension Fund D | 19,819 | $2.08M | 0.01% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 20,004 | $2.10M | 0.03% | +12,472+165.6% | Added |
| Louisiana State Employees Retirement System | 20,100 | $2.11M | 0.04% | +1,000+5.2% | Added |
| Knights of Columbus Asset Advisors LLC | 20,403 | $2.15M | 0.13% | −409−2.0% | Reduced |
| Truist Financial Corp | 20,426 | $2.15M | 0.00% | +97+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,540 | $2.16M | 0.00% | +207+1.1% | Added |
| Pathstone Holdings, LLC | 21,121 | $2.22M | 0.01% | +10,455+98.0% | Added |
| Arizona State Retirement System | 21,190 | $2.23M | 0.01% | +442+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.23M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 21,280 | $2.24M | 0.07% | +992+4.9% | Added |
| Campbell & CO Investment Adviser LLC | 21,315 | $2.24M | 0.14% | +11,996+128.7% | Added |
| Johnson Investment Counsel Inc | 21,491 | $2.26M | 0.02% | +41+0.2% | Added |
| Diversified Portfolios, Inc. | 21,613 | $2.27M | 0.22% | +70.0% | Added |
| Cerity Partners LLC | 22,027 | $2.32M | 0.00% | +3,099+16.4% | Added |
| Old National Bancorp | 22,834 | $2.40M | 0.04% | +100+0.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $2.41M | 0.05% | +15,682+216.3% | Added |
| State of Tennessee, Treasury Department | 23,243 | $2.44M | 0.01% | +3,286+16.5% | Added |
| Guggenheim Capital LLC | 23,500 | $2.47M | 0.02% | +327+1.4% | Added |
| Yousif Capital Management, LLC | 23,933 | $2.52M | 0.03% | +650+2.8% | Added |
| SJS Investment Consulting Inc. | 23,995 | $2.52M | 0.40% | −23,266−49.2% | Reduced |
| Petiole USA ltd | 24,122 | $2.54M | 1.79% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 24,850 | $2.61M | 0.12% | +24,850 | New |
| Friday Financial | 24,904 | $2.62M | 1.33% | +1,137+4.8% | Added |
| Russell Investments Group, Ltd. | 25,458 | $2.68M | 0.00% | −1,225−4.6% | Reduced |
| Ensign Peak Advisors, Inc | 25,824 | $2.72M | 0.00% | +8,945+53.0% | Added |
| NFJ Investment Group, LLC | 26,036 | $2.74M | 0.10% | −2,032−7.2% | Reduced |
| Buckingham Strategic Partners | 26,087 | $2.74M | 0.04% | +986+3.9% | Added |
| PMC FIG Opportunities LLC | 27,228 | $2.86M | 4.26% | +7,228+36.1% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 29,302 | $3.08M | 2.76% | −1,155−3.8% | Reduced |
| Mariner, LLC | 29,754 | $3.13M | 0.00% | −1,058−3.4% | Reduced |
| Magnetar Financial LLC | 29,935 | $3.15M | 0.02% | +29,935 | New |
| Janus Henderson Group PLC | 31,012 | $3.26M | 0.00% | −17,315−35.8% | Reduced |
| Intech Investment Management LLC | 31,098 | $3.27M | 0.03% | −3,454−10.0% | Reduced |
| Amalgamated Bank | 31,259 | $3.29M | 0.03% | +1,310+4.4% | Added |
| OP Asset Management Ltd | 31,830 | $3.35M | 0.05% | +16,021+101.3% | Added |
| Interval Partners, LP | 32,544 | $3.42M | 0.08% | +21,798+202.8% | Added |
| LPL Financial LLC | 32,609 | $3.43M | 0.00% | +7,505+29.9% | Added |
| Natixis Advisors, L.P. | 32,731 | $3.44M | 0.01% | +2,341+7.7% | Added |
| Comerica Bank | 34,844 | $3.66M | 0.01% | +1,351+4.0% | Added |
| Edgestream Partners, L.P. | 35,296 | $3.71M | 0.10% | −61,222−63.4% | Reduced |
| Fieldview Capital Management, LLC | 37,721 | $3.97M | 0.60% | +5,910+18.6% | Added |
| Commerce Bank | 38,950 | $4.10M | 0.02% | 00.0% | Unchanged |
| Roubaix Capital, LLC | 39,194 | $4.12M | 1.98% | +39,194 | New |