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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 2,404 | $252.8K | 0.00% | +37+1.6% | Added |
| First Affirmative Financial Network | 2,389 | $251.2K | 0.13% | −40−1.6% | Reduced |
| Greenleaf Trust | 2,331 | $245.1K | 0.00% | −196−7.8% | Reduced |
| High Note Wealth, LLC | 2,329 | $244.9K | 0.06% | +17+0.7% | Added |
| Everence Capital Management Inc | 2,320 | $244.0K | 0.02% | +2,320 | New |
| Leonteq Securities AG | 2,313 | $243.2K | 0.01% | +10.0% | Added |
| CIBC Asset Management Inc | 2,278 | $239.6K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,240 | $235.5K | 0.01% | −463−17.1% | Reduced |
| KBC Group NV | 2,234 | $235.0K | 0.00% | −1,142−33.8% | Reduced |
| Regions Financial Corp | 2,207 | $232.1K | 0.00% | −110−4.7% | Reduced |
| Monument Capital Management | 2,142 | $225.3K | 0.06% | −221−9.4% | Reduced |
| Equitable Holdings, Inc. | 2,134 | $224.4K | 0.00% | −1,155−35.1% | Reduced |
| Heritage Family Offices, LLP | 2,215 | $221.9K | 0.11% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2,068 | $217.5K | 0.00% | +2,068 | New |
| Anb Bank | 2,060 | $216.6K | 0.10% | +2,060 | New |
| Coldstream Capital Management Inc | 2,053 | $215.9K | 0.00% | −106−4.9% | Reduced |
| Panagora Asset Management Inc | 2,032 | $213.7K | 0.00% | −48−2.3% | Reduced |
| Empowered Funds, LLC | 1,984 | $208.6K | 0.00% | +1,984 | New |
| National Asset Management, Inc. | 1,983 | $208.6K | 0.01% | +1,983 | New |
| Shell Asset Management Co | 1,946 | $205.0K | 0.01% | −388−16.6% | Reduced |
| Merit Financial Group, LLC | 1,946 | $204.7K | 0.00% | +1,946 | New |
| Bridgewealth Advisory Group, LLC | 1,938 | $203.8K | 0.05% | +1,938 | New |
| Vident Advisory, LLC | 1,915 | $201.4K | 0.00% | −80−4.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | $199.8K | 0.08% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,841 | $193.6K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,812 | $191.0K | 0.00% | −10,974−85.8% | Reduced |
| State of Wyoming | 1,450 | $152.5K | 0.02% | −6,135−80.9% | Reduced |
| Point72 (DIFC) Ltd | 1,367 | $143.8K | 0.01% | +1,367 | New |
| Pinney & Scofield, Inc. | 1,346 | $141.6K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,345 | $141.4K | 0.01% | +2+0.1% | Added |
| Lazard Asset Management LLC | 1,201 | $126.0K | 0.00% | −41−3.3% | Reduced |
| Parallel Advisors, LLC | 1,189 | $125.0K | 0.00% | −87−6.8% | Reduced |
| Quest Partners LLC | 1,174 | $123.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,171 | $123.2K | 0.00% | +400+51.9% | Added |
| Hilltop National Bank | 1,001 | $105.3K | 0.03% | +1,001 | New |
| Danske Bank A/S | 884 | $93.0K | 0.00% | −19,274−95.6% | Reduced |
| GAMMA Investing LLC | 884 | $93.0K | 0.01% | −37−4.0% | Reduced |
| Marquette Asset Management, LLC | 813 | $85.5K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 728 | $77.0K | 0.00% | +728 | New |
| Clarity Asset Management, Inc. | 643 | $67.7K | 0.04% | 00.0% | Unchanged |
| Optiver Holding B.V. | 589 | $61.9K | 0.00% | +111+23.2% | Added |
| Ronald Blue Trust, Inc. | 576 | $60.6K | 0.00% | +64+12.5% | Added |
| First Horizon Advisors, Inc. | 572 | $60.1K | 0.00% | −20−3.4% | Reduced |
| Principal Securities, Inc. | 552 | $58.0K | 0.00% | +446+420.8% | Added |
| Covestor Ltd | 546 | $57.0K | 0.03% | +100+22.4% | Added |
| Fifth Third Bancorp | 541 | $56.9K | 0.00% | −83−13.3% | Reduced |
| Versant Capital Management, Inc | 495 | $52.1K | 0.01% | −3−0.6% | Reduced |
| Ci Investments Inc. | 496 | $52.0K | 0.00% | +138+38.5% | Added |
| EverSource Wealth Advisors, LLC | 405 | $42.6K | 0.00% | +267+193.5% | Added |
| Plante Moran Financial Advisors, LLC | 346 | $36.4K | 0.00% | +346 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 345 | $36.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $31.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $31.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 291 | $30.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 280 | $29.7K | 0.00% | −285−50.4% | Reduced |
| Rothschild Investment LLC | 277 | $29.1K | 0.00% | +6+2.2% | Added |
| Harbor Capital Advisors, Inc. | 273 | $29.0K | 0.00% | +11+4.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 252 | $26.5K | 0.01% | +1+0.4% | Added |
| Bessemer Group Inc | 243 | $26.0K | 0.00% | −39−13.8% | Reduced |
| IFP Advisors, Inc | 0 | $25.7K | 0.00% | 0 | New |
| Winch Advisory Services, LLC | 235 | $24.7K | 0.01% | +1+0.4% | Added |
| Fairman Group, LLC | 226 | $23.9K | 0.02% | +226 | New |
| Northwestern Mutual Wealth Management Co | 226 | $23.8K | 0.00% | −136−37.6% | Reduced |
| SRS Capital Advisors, Inc. | 224 | $23.6K | 0.00% | +212+1,766.7% | Added |
| Allworth Financial LP | 196 | $20.6K | 0.00% | −20−9.3% | Reduced |
| Private Trust Co NA | 169 | $17.7K | 0.00% | +66+64.1% | Added |
| Central Trust Co | 166 | $17.5K | 0.00% | −245−59.6% | Reduced |
| Skopos Labs, Inc. | 158 | $16.6K | 0.00% | −89−36.0% | Reduced |
| Massmutual Trust Co FSB | 145 | $15.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 141 | $14.8K | 0.00% | +1+0.7% | Added |
| Hantz Financial Services, Inc. | 104 | $11.0K | 0.00% | +102+5,100.0% | Added |
| Accent Capital Management, LLC | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 95 | $9.99K | 0.01% | +95 | New |
| Brown Brothers Harriman & Co | 90 | $9.46K | 0.00% | +90 | New |
| Huntington National Bank | 82 | $8.62K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 79 | $8.31K | 0.00% | +40+102.6% | Added |
| Farther Finance Advisors, LLC | 78 | $8.20K | 0.00% | −19−19.6% | Reduced |
| Global Retirement Partners, LLC | 73 | $7.68K | 0.00% | +73 | New |
| Key Financial Inc | 63 | $6.63K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 63 | $6.00K | 0.00% | +5+8.6% | Added |
| HHM Wealth Advisors, LLC | 56 | $5.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $5.78K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 52 | $5.47K | 0.00% | +25+92.6% | Added |
| Hillsdale Investment Management Inc. | 50 | $5.26K | 0.00% | −10−16.7% | Reduced |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 36 | $3.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $3.68K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 34 | $3.58K | 0.00% | −3−8.1% | Reduced |
| Parkside Financial Bank & Trust | 22 | $2.31K | 0.00% | −10−31.3% | Reduced |
| Bell Investment Advisors, Inc | 22 | $2.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $2.31K | 0.00% | +22 | New |
| Spire Wealth Management | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 17 | $1.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $1.26K | 0.00% | −3−20.0% | Reduced |
| UMA Financial Services, Inc. | 12 | $1.26K | 0.00% | +12 | New |
| True Wealth Design, LLC | 9 | $947 | 0.00% | +6+200.0% | Added |