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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 39,341 | $4.14M | 0.02% | +23,198+143.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 39,858 | $4.19M | 0.01% | −20,486−33.9% | Reduced |
| Holocene Advisors, LP | 42,429 | $4.46M | 0.01% | −189,964−81.7% | Reduced |
| Phocas Financial Corp. | 42,624 | $4.48M | 0.64% | +60.0% | Added |
| Oppenheimer Asset Management Inc. | 42,694 | $4.49M | 0.05% | −478−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 43,204 | $4.54M | 0.01% | −1,703−3.8% | Reduced |
| Public Employees Retirement System of Ohio | 43,831 | $4.61M | 0.02% | +37,002+541.8% | Added |
| GHP Investment Advisors, Inc. | 45,245 | $4.76M | 0.21% | +707+1.6% | Added |
| Great West Life Assurance Co | 49,141 | $5.17M | 0.01% | −489−1.0% | Reduced |
| Great Lakes Advisors, LLC | 49,496 | $5.20M | 0.04% | −5,672−10.3% | Reduced |
| Two Sigma Advisers, LP | 50,465 | $5.31M | 0.01% | −14,900−22.8% | Reduced |
| Midwest Trust Co | 51,206 | $5.38M | 0.07% | +51,206 | New |
| Peregrine Capital Management LLC | 51,419 | $5.41M | 0.16% | −8,371−14.0% | Reduced |
| King Luther Capital Management Corp | 52,534 | $5.52M | 0.02% | −1,049−2.0% | Reduced |
| Royal Bank of Canada | 53,907 | $5.67M | 0.00% | +11,078+25.9% | Added |
| Allianz Asset Management GmbH | 53,938 | $5.67M | 0.01% | +53,938 | New |
| MidWestOne Financial Group, Inc. | 56,121 | $5.90M | 0.77% | 00.0% | Unchanged |
| Brown Advisory Inc | 56,202 | $5.91M | 0.01% | −561−1.0% | Reduced |
| Wedge Capital Management L L P | 57,273 | $6.02M | 0.11% | +4,578+8.7% | Added |
| Brant Point Investment Management LLC | 59,054 | $6.21M | 1.41% | +14,599+32.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 59,709 | $6.28M | 0.01% | +1,936+3.4% | Added |
| New York State Teachers Retirement System | 60,376 | $6.35M | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 60,761 | $6.39M | 0.01% | +44,897+283.0% | Added |
| Thrivent Financial for Lutherans | 63,493 | $6.68M | 0.01% | −36,647−36.6% | Reduced |
| Boothbay Fund Management, LLC | 63,563 | $6.68M | 0.21% | −4,568−6.7% | Reduced |
| California State Teachers Retirement System | 67,877 | $7.14M | 0.01% | +262+0.4% | Added |
| Ameriprise Financial Inc | 69,380 | $7.30M | 0.00% | −42,989−38.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 70,936 | $7.46M | 0.20% | −9,685−12.0% | Reduced |
| Creative Planning | 71,860 | $7.56M | 0.01% | +783+1.1% | Added |
| Verition Fund Management LLC | 74,891 | $7.88M | 0.05% | −3,754−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 79,080 | $8.32M | 0.01% | +743+0.9% | Added |
| MetLife Investment Management | 80,555 | $8.47M | 0.05% | +4,361+5.7% | Added |
| Rafferty Asset Management, LLC | 85,525 | $8.99M | 0.03% | −2,233−2.5% | Reduced |
| Retirement Systems of Alabama | 87,224 | $9.17M | 0.03% | +4,391+5.3% | Added |
| Citigroup Inc | 88,929 | $9.35M | 0.01% | −16,960−16.0% | Reduced |
| Maltese Capital Management LLC | 95,400 | $10.0M | 1.41% | +400+0.4% | Added |
| Gator Capital Management, LLC | 101,175 | $10.6M | 3.32% | +700+0.7% | Added |
| Third Avenue Management LLC | 102,763 | $10.8M | 2.23% | −330.0% | Reduced |
| STRS Ohio | 108,100 | $11.4M | 0.04% | +800+0.7% | Added |
| Mutual of America Capital Management LLC | 111,227 | $11.7M | 0.13% | −2,258−2.0% | Reduced |
| Point72 Asset Management, L.P. | 121,112 | $12.7M | 0.03% | −16,043−11.7% | Reduced |
| Congress Asset Management Co | 121,366 | $12.8M | 0.09% | −2,748−2.2% | Reduced |
| California Public Employees Retirement System | 121,620 | $12.8M | 0.01% | +24,656+25.4% | Added |
| Emerald Mutual Fund Advisers Trust | 121,672 | $12.8M | 0.78% | +36,460+42.8% | Added |
| Basswood Capital Management, L.L.C. | 121,787 | $12.8M | 0.64% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 121,846 | $12.8M | 0.02% | −3,443−2.7% | Reduced |
| Susquehanna International Group, LLP | 122,198 | $12.9M | 0.02% | −231−0.2% | Reduced |
| Swiss National Bank | 138,720 | $14.6M | 0.01% | −1,600−1.1% | Reduced |
| Legal & General Group Plc | 139,594 | $14.7M | 0.00% | +1,235+0.9% | Added |
| Federated Hermes, Inc. | 149,526 | $15.7M | 0.03% | −2,674−1.8% | Reduced |
| Millennium Management LLC | 149,704 | $15.7M | 0.01% | −336,045−69.2% | Reduced |
| Tributary Capital Management, LLC | 151,830 | $16.0M | 1.42% | −41,462−21.5% | Reduced |
| Ceredex Value Advisors LLC | 152,000 | $16.0M | 0.34% | +21,550+16.5% | Added |
| Deutsche Bank AG | 162,571 | $17.1M | 0.01% | −80,211−33.0% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $17.9M | 7.31% | 00.0% | Unchanged |
| Wells Fargo & Company | 174,309 | $18.3M | 0.00% | +20,973+13.7% | Added |
| ExodusPoint Capital Management, LP | 178,002 | $18.7M | 0.23% | +148,946+512.6% | Added |
| Envestnet Asset Management Inc | 178,132 | $18.7M | 0.01% | −9,911−5.3% | Reduced |
| Barclays PLC | 182,769 | $19.2M | 0.01% | −62,310−25.4% | Reduced |
| AQR Capital Management LLC | 184,152 | $19.4M | 0.02% | −31,945−14.8% | Reduced |
| New York State Common Retirement Fund | 194,984 | $20.5M | 0.03% | +398+0.2% | Added |
| Emerald Advisers, LLC | 213,081 | $22.4M | 0.82% | +87,613+69.8% | Added |
| Raymond James Financial Inc | 213,890 | $22.5M | 0.01% | +46,495+27.8% | Added |
| SEI Investments Co | 226,720 | $23.8M | 0.03% | −144,088−38.9% | Reduced |
| Stieven Capital Advisors, L.P. | 226,789 | $23.8M | 4.65% | +18,200+8.7% | Added |
| Price T Rowe Associates Inc | 234,743 | $24.7M | 0.00% | +13,804+6.2% | Added |
| Rhumbline Advisers | 243,342 | $25.6M | 0.02% | +14,530+6.4% | Added |
| Renaissance Technologies LLC | 256,070 | $26.9M | 0.04% | −12,016−4.5% | Reduced |
| Boston Trust Walden Corp | 257,463 | $27.1M | 0.19% | −5,468−2.1% | Reduced |
| Fisher Asset Management, LLC | 282,261 | $29.7M | 0.01% | −8,959−3.1% | Reduced |
| UBS Asset Management Americas Inc | 296,267 | $31.2M | 0.01% | +88,386+42.5% | Added |
| Neumeier Poma Investment Counsel LLC | 306,764 | $32.3M | 3.00% | −5,435−1.7% | Reduced |
| JPMorgan Chase & Co | 315,379 | $33.2M | 0.00% | −73,783−19.0% | Reduced |
| Franklin Resources Inc | 336,068 | $35.3M | 0.01% | +18,963+6.0% | Added |
| UBS Group AG | 336,915 | $35.4M | 0.01% | −105,020−23.8% | Reduced |
| Systematic Financial Management LP | 347,009 | $36.5M | 0.97% | +11,599+3.5% | Added |
| ProShare Advisors LLC | 361,068 | $38.0M | 0.08% | +92,656+34.5% | Added |
| Clearbridge Investments, LLC | 370,936 | $39.0M | 0.03% | +370,936 | New |
| Schroder Investment Management Group | 375,781 | $39.8M | 0.03% | −2,833−0.7% | Reduced |
| Massachusetts Financial Services Co | 390,650 | $41.1M | 0.01% | −22,246−5.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 400,000 | $42.1M | 0.07% | −53,900−11.9% | Reduced |
| First Trust Advisors LP | 402,629 | $42.3M | 0.03% | +121,043+43.0% | Added |
| Captrust Financial Advisors | 465,908 | $49.0M | 0.11% | −1,737−0.4% | Reduced |
| Invesco Ltd. | 487,242 | $51.2M | 0.01% | +87,652+21.9% | Added |
| Morgan Stanley | 553,808 | $58.2M | 0.00% | +59,009+11.9% | Added |
| Bank of New York Mellon Corp | 575,782 | $60.5M | 0.01% | +29,299+5.4% | Added |
| Nuveen, LLC | 617,930 | $65.0M | 0.02% | +110,275+21.7% | Added |
| GW&K Investment Management, LLC | 619,232 | $65.1M | 0.58% | −21,211−3.3% | Reduced |
| Global Alpha Capital Management Ltd. | 644,644 | $67.8M | 4.23% | +133,507+26.1% | Added |
| Bank of America Corp | 755,992 | $79.5M | 0.01% | −64,310−7.8% | Reduced |
| Principal Financial Group Inc | 776,882 | $81.7M | 0.04% | −62,891−7.5% | Reduced |
| Charles Schwab Investment Management Inc | 805,459 | $84.7M | 0.01% | −8,298−1.0% | Reduced |
| Goldman Sachs Group Inc | 879,278 | $92.5M | 0.01% | −57,407−6.1% | Reduced |
| Norges Bank | 892,248 | $93.8M | 0.01% | +64,313+7.8% | Added |
| Northern Trust Corp | 932,994 | $98.1M | 0.01% | +16,030+1.7% | Added |
| Citadel Advisors LLC | 1,109,063 | $116.6M | 0.10% | −881,338−44.3% | Reduced |
| Victory Capital Management Inc | 1,247,210 | $131.2M | 0.08% | +10,723+0.9% | Added |
| Neuberger Berman Group LLC | 1,381,138 | $145.2M | 0.11% | +600,670+77.0% | Added |
| Earnest Partners LLC | 1,428,756 | $150.2M | 0.68% | +953+0.1% | Added |
| Alliancebernstein L.P. | 1,488,618 | $156.5M | 0.05% | +1,286,543+636.7% | Added |