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 |
|---|---|---|---|---|---|
| Great Lakes Advisors, LLC | 49,496 | $5.20M | 0.04% | −5,672−10.3% | Reduced |
| Great West Life Assurance Co | 49,141 | $5.17M | 0.01% | −489−1.0% | Reduced |
| GHP Investment Advisors, Inc. | 45,245 | $4.76M | 0.21% | +707+1.6% | Added |
| Public Employees Retirement System of Ohio | 43,831 | $4.61M | 0.02% | +37,002+541.8% | Added |
| Advisor Group Holdings, Inc. | 43,204 | $4.54M | 0.01% | −1,703−3.8% | Reduced |
| Oppenheimer Asset Management Inc. | 42,694 | $4.49M | 0.05% | −478−1.1% | Reduced |
| Phocas Financial Corp. | 42,624 | $4.48M | 0.64% | +60.0% | Added |
| Holocene Advisors, LP | 42,429 | $4.46M | 0.01% | −189,964−81.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 39,858 | $4.19M | 0.01% | −20,486−33.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 39,341 | $4.14M | 0.02% | +23,198+143.7% | Added |
| Roubaix Capital, LLC | 39,194 | $4.12M | 1.98% | +39,194 | New |
| Commerce Bank | 38,950 | $4.10M | 0.02% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 37,721 | $3.97M | 0.60% | +5,910+18.6% | Added |
| Edgestream Partners, L.P. | 35,296 | $3.71M | 0.10% | −61,222−63.4% | Reduced |
| Comerica Bank | 34,844 | $3.66M | 0.01% | +1,351+4.0% | Added |
| Natixis Advisors, L.P. | 32,731 | $3.44M | 0.01% | +2,341+7.7% | Added |
| LPL Financial LLC | 32,609 | $3.43M | 0.00% | +7,505+29.9% | Added |
| Interval Partners, LP | 32,544 | $3.42M | 0.08% | +21,798+202.8% | Added |
| OP Asset Management Ltd | 31,830 | $3.35M | 0.05% | +16,021+101.3% | Added |
| Amalgamated Bank | 31,259 | $3.29M | 0.03% | +1,310+4.4% | Added |
| Intech Investment Management LLC | 31,098 | $3.27M | 0.03% | −3,454−10.0% | Reduced |
| Janus Henderson Group PLC | 31,012 | $3.26M | 0.00% | −17,315−35.8% | Reduced |
| Magnetar Financial LLC | 29,935 | $3.15M | 0.02% | +29,935 | New |
| Mariner, LLC | 29,754 | $3.13M | 0.00% | −1,058−3.4% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 29,302 | $3.08M | 2.76% | −1,155−3.8% | Reduced |
| PMC FIG Opportunities LLC | 27,228 | $2.86M | 4.26% | +7,228+36.1% | Added |
| Buckingham Strategic Partners | 26,087 | $2.74M | 0.04% | +986+3.9% | Added |
| NFJ Investment Group, LLC | 26,036 | $2.74M | 0.10% | −2,032−7.2% | Reduced |
| Ensign Peak Advisors, Inc | 25,824 | $2.72M | 0.00% | +8,945+53.0% | Added |
| Russell Investments Group, Ltd. | 25,458 | $2.68M | 0.00% | −1,225−4.6% | Reduced |
| Friday Financial | 24,904 | $2.62M | 1.33% | +1,137+4.8% | Added |
| Integrated Advisors Network LLC | 24,850 | $2.61M | 0.12% | +24,850 | New |
| Petiole USA ltd | 24,122 | $2.54M | 1.79% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23,995 | $2.52M | 0.40% | −23,266−49.2% | Reduced |
| Yousif Capital Management, LLC | 23,933 | $2.52M | 0.03% | +650+2.8% | Added |
| Guggenheim Capital LLC | 23,500 | $2.47M | 0.02% | +327+1.4% | Added |
| State of Tennessee, Treasury Department | 23,243 | $2.44M | 0.01% | +3,286+16.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $2.41M | 0.05% | +15,682+216.3% | Added |
| Old National Bancorp | 22,834 | $2.40M | 0.04% | +100+0.4% | Added |
| Cerity Partners LLC | 22,027 | $2.32M | 0.00% | +3,099+16.4% | Added |
| Diversified Portfolios, Inc. | 21,613 | $2.27M | 0.22% | +70.0% | Added |
| Johnson Investment Counsel Inc | 21,491 | $2.26M | 0.02% | +41+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 21,315 | $2.24M | 0.14% | +11,996+128.7% | Added |
| Ameritas Investment Partners, Inc. | 21,280 | $2.24M | 0.07% | +992+4.9% | Added |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.23M | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 21,190 | $2.23M | 0.01% | +442+2.1% | Added |
| Pathstone Holdings, LLC | 21,121 | $2.22M | 0.01% | +10,455+98.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,540 | $2.16M | 0.00% | +207+1.1% | Added |
| Truist Financial Corp | 20,426 | $2.15M | 0.00% | +97+0.5% | Added |
| Knights of Columbus Asset Advisors LLC | 20,403 | $2.15M | 0.13% | −409−2.0% | Reduced |
| Louisiana State Employees Retirement System | 20,100 | $2.11M | 0.04% | +1,000+5.2% | Added |
| CBOE Vest Financial, LLC | 20,004 | $2.10M | 0.03% | +12,472+165.6% | Added |
| State of New Jersey Common Pension Fund D | 19,819 | $2.08M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,632 | $2.06M | 0.00% | −30,245−60.6% | Reduced |
| First National Bank of Omaha | 19,618 | $2.06M | 0.13% | −1,013−4.9% | Reduced |
| Voya Investment Management LLC | 19,446 | $2.04M | 0.00% | −45,064−69.9% | Reduced |
| Kennedy Capital Management, Inc. | 19,425 | $2.04M | 0.05% | +5,757+42.1% | Added |
| Nisa Investment Advisors, LLC | 19,118 | $2.02M | 0.01% | +511+2.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,800 | $1.98M | 0.00% | −90.0% | Reduced |
| Gamco Investors, Inc. Et Al | 18,714 | $1.97M | 0.02% | +18,714 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,336 | $1.93M | 0.01% | +2,068+12.7% | Added |
| Jackson Creek Investment Advisors LLC | 17,306 | $1.82M | 0.49% | +2,286+15.2% | Added |
| State of Michigan Retirement System | 17,141 | $1.80M | 0.01% | +900+5.5% | Added |
| ISAM Funds (UK) Ltd | 16,850 | $1.77M | 0.39% | +16,850 | New |
| Police & Firemen's Retirement System of New Jersey | 16,478 | $1.73M | 0.02% | +1,955+13.5% | Added |
| Stifel Financial Corp | 16,430 | $1.73M | 0.00% | +476+3.0% | Added |
| Quadrant Capital Group LLC | 16,431 | $1.73M | 0.06% | −605−3.6% | Reduced |
| US Bancorp | 16,286 | $1.71M | 0.00% | −457−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 16,030 | $1.69M | 0.00% | −45,218−73.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,935 | $1.68M | 0.03% | +803+5.3% | Added |
| Atria Investments LLC | 15,773 | $1.66M | 0.02% | +299+1.9% | Added |
| Paragon Capital Management LLC | 15,603 | $1.64M | 0.84% | +2,340+17.6% | Added |
| Headlands Technologies LLC | 15,494 | $1.63M | 0.20% | −8,021−34.1% | Reduced |
| Teacher Retirement System of Texas | 15,242 | $1.60M | 0.01% | −481−3.1% | Reduced |
| KLP Kapitalforvaltning AS | 14,795 | $1.56M | 0.01% | −100−0.7% | Reduced |
| Handelsbanken Fonder AB | 14,690 | $1.54M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,616 | $1.54M | 0.03% | +700+5.0% | Added |
| New Mexico Educational Retirement Board | 13,900 | $1.46M | 0.05% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.43M | 2.02% | +3,900+40.2% | Added |
| Fortress Wealth Management, Inc. | 12,780 | $1.34M | 0.65% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 12,600 | $1.33M | 0.02% | −141−1.1% | Reduced |
| AXA S.A. | 12,077 | $1.27M | 0.00% | −54,696−81.9% | Reduced |
| Pictet Asset Management Holding SA | 11,335 | $1.19M | 0.00% | +308+2.8% | Added |
| CWM, LLC | 11,068 | $1.16M | 0.00% | +465+4.4% | Added |
| State Board of Administration of Florida Retirement System | 10,869 | $1.14M | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10,729 | $1.13M | 0.07% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,723 | $1.13M | 0.01% | +433+4.2% | Added |
| Balyasny Asset Management LLC | 10,620 | $1.12M | 0.00% | −136,855−92.8% | Reduced |
| Xponance, Inc. | 10,364 | $1.09M | 0.01% | −1,813−14.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,288 | $1.08M | 0.00% | +4,756+86.0% | Added |
| Accredited Investors Inc. | 9,939 | $1.05M | 0.06% | −982−9.0% | Reduced |
| Meritage Portfolio Management | 9,910 | $1.04M | 0.07% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 9,809 | $1.03M | 0.01% | −3,840−28.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,700 | $1.02M | 0.00% | −29,400−75.2% | Reduced |
| Tower Research Capital LLC (TRC) | 9,608 | $1.01M | 0.03% | +5,525+135.3% | Added |
| Persistent Asset Partners Ltd | 9,391 | $987.6K | 0.87% | −2,568−21.5% | Reduced |
| SummerHaven Investment Management, LLC | 9,298 | $977.8K | 0.64% | +153+1.7% | Added |
| CIBC World Markets Corp | 8,960 | $942.2K | 0.01% | −6,169−40.8% | Reduced |
| FORA Capital, LLC | 8,900 | $935.9K | 0.10% | +5,864+193.1% | Added |
| Aquatic Capital Management LLC | 8,886 | $934.5K | 0.02% | +8,886 | New |