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 |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 8,817 | $927.2K | 0.01% | −5,600−38.8% | Reduced |
| The PNC Financial Services Group, Inc. | 8,455 | $889.2K | 0.00% | +391+4.8% | Added |
| O'Shaughnessy Asset Management, LLC | 8,445 | $888.1K | 0.01% | −1,034−10.9% | Reduced |
| Bank of Montreal | 8,435 | $887.1K | 0.00% | −578−6.4% | Reduced |
| State of Alaska, Department of Revenue | 8,021 | $843.0K | 0.01% | +55+0.7% | Added |
| Country Club Bank | 7,929 | $840.6K | 0.05% | −87−1.1% | Reduced |
| IHT Wealth Management, LLC | 7,845 | $825.0K | 0.02% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 7,742 | $814.1K | 0.09% | +24+0.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,522 | $791.0K | 0.03% | +1,399+22.8% | Added |
| Kavar Capital Partners Group, LLC | 7,402 | $778.4K | 0.11% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,276 | $765.2K | 0.00% | +193+2.7% | Added |
| CenterBook Partners LP | 7,231 | $760.4K | 0.04% | +7,231 | New |
| Farringdon Capital, Ltd. | 7,196 | $756.7K | 0.25% | +1,956+37.3% | Added |
| Occudo Quantitative Strategies LP | 7,110 | $747.7K | 0.08% | −45−0.6% | Reduced |
| HighTower Advisors, LLC | 7,060 | $742.4K | 0.00% | +1,788+33.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,918 | $728.0K | 0.00% | +270+4.1% | Added |
| State of Wisconsin Investment Board | 6,865 | $721.9K | 0.00% | −482−6.6% | Reduced |
| First Citizens Bank & Trust Co | 6,602 | $694.3K | 0.01% | +6,602 | New |
| Concurrent Investment Advisors, LLC | 6,268 | $659.1K | 0.01% | +26+0.4% | Added |
| JustInvest LLC | 5,931 | $624.1K | 0.01% | +170+3.0% | Added |
| Douglass Winthrop Advisors, LLC | 5,825 | $612.6K | 0.01% | −350−5.7% | Reduced |
| EP Wealth Advisors, LLC | 5,598 | $588.7K | 0.00% | +1,199+27.3% | Added |
| Bayview Asset Management, LLC | 5,500 | $578.4K | 0.58% | +5,500 | New |
| GWM Advisors LLC | 5,467 | $574.9K | 0.00% | −176−3.1% | Reduced |
| Securian Asset Management, Inc | 5,435 | $571.5K | 0.02% | +286+5.6% | Added |
| Engineers Gate Manager LP | 5,256 | $552.7K | 0.01% | +5,256 | New |
| 111 Capital | 5,168 | $543.5K | 0.09% | −729−12.4% | Reduced |
| HSBC Holdings PLC | 5,132 | $541.2K | 0.00% | −2,587−33.5% | Reduced |
| Financial Advisory Service, Inc. | 5,141 | $540.7K | 0.04% | −2,233−30.3% | Reduced |
| WealthPlan Investment Management, LLC | 5,097 | $536.0K | 0.04% | +696+15.8% | Added |
| Vontobel Holding Ltd. | 5,022 | $528.1K | 0.00% | +460+10.1% | Added |
| Fiduciary Trust Co | 4,985 | $524.2K | 0.01% | +898+22.0% | Added |
| Whelan Financial | 4,942 | $519.7K | 0.19% | 00.0% | Unchanged |
| Readystate Asset Management LP | 4,907 | $516.0K | 0.02% | +4,907 | New |
| Keybank National Association | 4,887 | $513.9K | 0.00% | −925−15.9% | Reduced |
| KLCM Advisors, Inc. | 4,878 | $513.0K | 0.05% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $511.4K | 0.02% | 00.0% | Unchanged |
| Connable Office Inc | 4,851 | $510.1K | 0.05% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 4,807 | $505.5K | 0.00% | −21,844−82.0% | Reduced |
| M&T Bank Corp | 4,690 | $493.2K | 0.00% | +2,345+100.0% | Added |
| Hamilton Capital Partners Inc. | 4,674 | $491.5K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,493 | $472.9K | 0.00% | +39+0.9% | Added |
| PrairieView Partners, LLC | 4,476 | $470.0K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,387 | $461.0K | 0.00% | +62+1.4% | Added |
| Cambria Investment Management, L.P. | 4,259 | $447.9K | 0.03% | −118−2.7% | Reduced |
| Cetera Investment Advisers | 4,232 | $445.0K | 0.00% | +269+6.8% | Added |
| Farmers & Merchants Investments Inc | 4,053 | $426.2K | 0.01% | +15+0.4% | Added |
| Evergreen Capital Management LLC | 4,029 | $425.3K | 0.01% | −461−10.3% | Reduced |
| Trust Point Inc. | 4,038 | $424.6K | 0.04% | −2,292−36.2% | Reduced |
| Papp L Roy & Associates | 4,030 | $423.8K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,022 | $423.0K | 0.00% | +957+31.2% | Added |
| Signaturefd, LLC | 4,013 | $422.0K | 0.01% | +47+1.2% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $420.6K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,938 | $414.1K | 0.01% | −115−2.8% | Reduced |
| Park Avenue Securities LLC | 3,877 | $408.0K | 0.00% | +3,877 | New |
| N.E.W. Advisory Services LLC | 3,864 | $406.3K | 0.04% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,861 | $406.0K | 0.03% | +3,861 | New |
| Whalen Wealth Management Inc. | 3,786 | $398.1K | 0.25% | +3,786 | New |
| First Community Trust NA | 3,730 | $392.2K | 0.32% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,698 | $388.9K | 0.04% | +297+8.7% | Added |
| Schonfeld Strategic Advisors LLC | 3,641 | $382.9K | 0.00% | +3,641 | New |
| Pitcairn Co | 3,635 | $382.3K | 0.03% | −787−17.8% | Reduced |
| Squarepoint Ops LLC | 3,590 | $377.5K | 0.00% | −4,267−54.3% | Reduced |
| First National Advisers, LLC | 3,570 | $375.4K | 0.05% | −105−2.9% | Reduced |
| Alps Advisors Inc | 3,563 | $374.7K | 0.00% | +43+1.2% | Added |
| Miramar Capital, LLC | 3,530 | $371.2K | 0.09% | +3,530 | New |
| MML Investors Services, LLC | 3,484 | $366.0K | 0.00% | +7+0.2% | Added |
| CIBC Private Wealth Group, LLC | 3,465 | $364.4K | 0.00% | +82+2.4% | Added |
| Avantax Advisory Services, Inc. | 3,458 | $363.6K | 0.00% | +23+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 3,430 | $361.0K | 0.05% | −3,399−49.8% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $356.2K | 0.18% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,313 | $348.4K | 0.00% | −10,655−76.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,306 | $347.7K | 0.00% | +3,306 | New |
| Public Employees Retirement Association of Colorado | 3,216 | $338.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,192 | $335.7K | 0.02% | −104−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 3,147 | $332.2K | 0.01% | −483−13.3% | Reduced |
| LexAurum Advisors, LLC | 3,132 | $329.3K | 0.05% | +2+0.1% | Added |
| Hancock Whitney Corp | 3,027 | $318.3K | 0.01% | −5,025−62.4% | Reduced |
| Integrated Investment Consultants, LLC | 2,960 | $311.3K | 0.06% | −1,793−37.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,943 | $309.8K | 0.00% | +2,943 | New |
| Ethic Inc. | 2,889 | $306.3K | 0.01% | +597+26.0% | Added |
| RMG Wealth Management LLC | 2,800 | $306.2K | 0.05% | +2,800 | New |
| ETF Store, Inc. | 2,908 | $305.8K | 0.35% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,819 | $296.4K | 0.00% | −212−7.0% | Reduced |
| High Net Worth Advisory Group LLC | 2,801 | $294.6K | 0.08% | +10.0% | Added |
| Kornitzer Capital Management Inc | 2,800 | $294.4K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,764 | $290.7K | 0.00% | −1,020−27.0% | Reduced |
| Forum Financial Management, LP | 2,713 | $285.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,697 | $283.7K | 0.00% | +374+16.1% | Added |
| Mount Yale Investment Advisors, LLC | 2,684 | $282.2K | 0.02% | +2,684 | New |
| Assetmark, Inc | 2,661 | $279.8K | 0.00% | −50−1.8% | Reduced |
| Janney Montgomery Scott LLC | 2,620 | $276.0K | 0.00% | −251−8.7% | Reduced |
| Diversify Advisory Services, LLC | 2,390 | $273.8K | 0.01% | +2,390 | New |
| Aptus Capital Advisors, LLC | 2,528 | $265.9K | 0.00% | +3+0.1% | Added |
| Scientech Research LLC | 2,520 | $265.0K | 0.06% | +2,520 | New |
| Prime Capital Investment Advisors, LLC | 2,514 | $264.4K | 0.00% | −34−1.3% | Reduced |
| GTS Securities LLC | 2,417 | $254.2K | 0.01% | −1,278−34.6% | Reduced |
| Shelton Capital Management | 2,414 | $253.9K | 0.01% | −55−2.2% | Reduced |
| Blueshift Asset Management, LLC | 2,406 | $253.0K | 0.08% | +401+20.0% | Added |
| Guardian Wealth Advisors, LLC | 2,396 | $252.9K | 0.02% | +5+0.2% | Added |