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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 1,846,252 | $194.2M | 0.01% | +119,319+6.9% | Added |
| American Century Companies Inc | 1,985,065 | $208.7M | 0.11% | −68,942−3.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,976,030 | $213.7M | 0.36% | +63,147+3.3% | Added |
| FMR LLC | 2,219,893 | $233.4M | 0.01% | +1,139,034+105.4% | Added |
| Wellington Management Group LLP | 2,347,273 | $246.8M | 0.04% | −59,842−2.5% | Reduced |
| Dimensional Fund Advisors LP | 2,738,376 | $288.0M | 0.07% | +37,698+1.4% | Added |
| State Street Corp | 4,296,190 | $453.5M | 0.02% | +313,414+7.9% | Added |
| Umb Bank N A | 4,353,205 | $457.8M | 7.13% | −44,181−1.0% | Reduced |
| Vanguard Group Inc | 7,863,404 | $826.9M | 0.01% | +530,640+7.2% | Added |
| BlackRock, Inc. | 9,083,778 | $955.3M | 0.02% | +252,580+2.9% | Added |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −749,507−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −464,699−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −108,116−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −97,196−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −51,293−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −31,305−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −31,196−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −28,219−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −24,705−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −23,757−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −12,725−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −7,719−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −7,367−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −7,123−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,893−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −4,301−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −3,998−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,508−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −2,336−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −2,087−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Acropolis Investment Management, LLC | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |