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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q3 2025
Institutional positions in Umb Financial Corp as of Sep 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
- 405
- +3 vs. Q2 2025
- Shares held
- 69.2M
- +1.25M (+1.8%) vs. Q2 2025
- Total value
- $8.19B
- +$1.04B (+14.5%) vs. Q2 2025
- New holders
- 51
- 161 more added
- Sold out
- 48
- 120 more reduced
8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 483 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,038,629 | $1.07B | 0.02% | −45,149−0.5% | Reduced |
| Vanguard Group Inc | 7,768,829 | $919.4M | 0.01% | −94,575−1.2% | Reduced |
| Umb Bank N A | 4,315,949 | $510.8M | 7.52% | −37,256−0.9% | Reduced |
| State Street Corp | 4,233,653 | $502.7M | 0.02% | −62,537−1.5% | Reduced |
| Wellington Management Group LLP | 3,098,798 | $366.7M | 0.06% | +751,525+32.0% | Added |
| Dimensional Fund Advisors LP | 2,832,827 | $335.3M | 0.07% | +94,451+3.4% | Added |
| FMR LLC | 2,247,578 | $266.0M | 0.01% | +27,685+1.2% | Added |
| Geode Capital Management, LLC | 1,874,900 | $221.9M | 0.01% | +28,648+1.6% | Added |
| Neuberger Berman Group LLC | 1,832,674 | $216.9M | 0.16% | +451,536+32.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,755,496 | $207.7M | 0.33% | −220,534−11.2% | Reduced |
| American Century Companies Inc | 1,594,380 | $188.7M | 0.10% | −390,685−19.7% | Reduced |
| Alliancebernstein L.P. | 1,455,157 | $172.2M | 0.05% | −33,461−2.2% | Reduced |
| Earnest Partners LLC | 1,371,653 | $162.3M | 0.70% | −57,103−4.0% | Reduced |
| Victory Capital Management Inc | 1,222,063 | $144.6M | 0.09% | −25,147−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 974,499 | $115.3M | 0.02% | +169,040+21.0% | Added |
| Northern Trust Corp | 929,156 | $110.0M | 0.01% | −3,838−0.4% | Reduced |
| Citadel Advisors LLC | 879,447 | $104.1M | 0.08% | −229,616−20.7% | Reduced |
| Goldman Sachs Group Inc | 844,439 | $99.9M | 0.01% | −34,839−4.0% | Reduced |
| Principal Financial Group Inc | 751,277 | $88.9M | 0.04% | −25,605−3.3% | Reduced |
| GW&K Investment Management, LLC | 742,958 | $87.9M | 0.78% | +123,726+20.0% | Added |
| Nuveen, LLC | 728,296 | $86.2M | 0.02% | +110,366+17.9% | Added |
| Morgan Stanley | 725,693 | $85.9M | 0.01% | +171,885+31.0% | Added |
| Bank of America Corp | 713,657 | $84.5M | 0.01% | −42,335−5.6% | Reduced |
| Global Alpha Capital Management Ltd. | 643,844 | $76.2M | 4.36% | −800−0.1% | Reduced |
| Clearbridge Investments, LLC | 604,890 | $71.6M | 0.05% | +233,954+63.1% | Added |
| First Trust Advisors LP | 580,926 | $68.8M | 0.05% | +178,297+44.3% | Added |
| Bank of New York Mellon Corp | 571,541 | $67.6M | 0.01% | −4,241−0.7% | Reduced |
| Schroder Investment Management Group | 503,692 | $59.7M | 0.05% | +127,911+34.0% | Added |
| Captrust Financial Advisors | 460,066 | $54.4M | 0.11% | −5,842−1.3% | Reduced |
| UBS Group AG | 378,861 | $44.8M | 0.01% | +41,946+12.5% | Added |
| Massachusetts Financial Services Co | 365,703 | $43.3M | 0.01% | −24,947−6.4% | Reduced |
| NFJ Investment Group, LLC | 357,720 | $42.3M | 1.46% | +331,684+1,273.9% | Added |
| Systematic Financial Management LP | 346,363 | $41.0M | 1.00% | −646−0.2% | Reduced |
| Neumeier Poma Investment Counsel LLC | 338,052 | $40.0M | 3.27% | +31,288+10.2% | Added |
| ProShare Advisors LLC | 335,956 | $39.8M | 0.08% | −25,112−7.0% | Reduced |
| Franklin Resources Inc | 319,912 | $37.9M | 0.01% | −16,156−4.8% | Reduced |
| JPMorgan Chase & Co | 316,938 | $37.5M | 0.00% | +1,559+0.5% | Added |
| Fisher Asset Management, LLC | 286,681 | $33.9M | 0.01% | +4,420+1.6% | Added |
| Raymond James Financial Inc | 277,797 | $32.9M | 0.01% | +63,907+29.9% | Added |
| Adage Capital Partners GP, L.L.C. | 265,932 | $31.5M | 0.05% | −134,068−33.5% | Reduced |
| Invesco Ltd. | 259,547 | $30.7M | 0.00% | −227,695−46.7% | Reduced |
| Federated Hermes, Inc. | 253,708 | $30.0M | 0.05% | +104,182+69.7% | Added |
| Boston Trust Walden Corp | 252,922 | $29.9M | 0.22% | −4,541−1.8% | Reduced |
| William Blair Investment Management, LLC | 249,126 | $29.5M | 0.08% | +249,126 | New |
| Price T Rowe Associates Inc | 247,893 | $29.3M | 0.00% | +13,150+5.6% | Added |
| Freestone Grove Partners LP | 247,558 | $29.3M | 0.22% | +247,558 | New |
| Rhumbline Advisers | 240,794 | $28.5M | 0.02% | −2,548−1.0% | Reduced |
| Stieven Capital Advisors, L.P. | 230,089 | $27.2M | 5.13% | +3,300+1.5% | Added |
| Emerald Advisers, LLC | 209,563 | $24.8M | 0.80% | −3,518−1.7% | Reduced |
| SEI Investments Co | 199,474 | $23.6M | 0.03% | −27,246−12.0% | Reduced |
| New York State Common Retirement Fund | 195,084 | $23.1M | 0.03% | +100+0.1% | Added |
| T. Rowe Price Investment Management, Inc. | 188,300 | $22.3M | 0.01% | +188,300 | New |
| AQR Capital Management LLC | 188,182 | $22.3M | 0.01% | +4,030+2.2% | Added |
| WCM Investment Management, LLC | 183,800 | $21.8M | 0.05% | +183,800 | New |
| UBS Asset Management Americas Inc | 183,992 | $21.8M | 0.00% | −112,275−37.9% | Reduced |
| Zurich Insurance Group Ltd | 182,803 | $21.6M | 0.15% | +182,803 | New |
| Envestnet Asset Management Inc | 182,721 | $21.6M | 0.01% | +4,589+2.6% | Added |
| Wells Fargo & Company | 181,710 | $21.5M | 0.00% | +7,401+4.2% | Added |
| Barclays PLC | 172,799 | $20.5M | 0.01% | −9,970−5.5% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $20.2M | 7.10% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 154,450 | $18.3M | 0.42% | +2,450+1.6% | Added |
| Swiss National Bank | 147,220 | $17.4M | 0.01% | +8,500+6.1% | Added |
| Tributary Capital Management, LLC | 138,877 | $16.4M | 1.49% | −12,953−8.5% | Reduced |
| Legal & General Group Plc | 132,881 | $15.7M | 0.00% | −6,713−4.8% | Reduced |
| California Public Employees Retirement System | 127,713 | $15.1M | 0.01% | +6,093+5.0% | Added |
| STRS Ohio | 119,700 | $14.2M | 0.05% | +11,600+10.7% | Added |
| Congress Asset Management Co | 117,825 | $13.9M | 0.09% | −3,541−2.9% | Reduced |
| Basswood Capital Management, L.L.C. | 115,120 | $13.6M | 0.63% | −6,667−5.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 113,316 | $13.4M | 0.69% | −8,356−6.9% | Reduced |
| Renaissance Technologies LLC | 108,070 | $12.8M | 0.02% | −148,000−57.8% | Reduced |
| Mutual of America Capital Management LLC | 106,871 | $12.6M | 0.13% | −4,356−3.9% | Reduced |
| Deutsche Bank AG | 105,257 | $12.5M | 0.00% | −57,314−35.3% | Reduced |
| Gator Capital Management, LLC | 101,650 | $12.0M | 3.08% | +475+0.5% | Added |
| Third Avenue Management LLC | 97,518 | $11.5M | 2.17% | −5,245−5.1% | Reduced |
| Rafferty Asset Management, LLC | 88,552 | $10.5M | 0.03% | +3,027+3.5% | Added |
| Retirement Systems of Alabama | 86,294 | $10.2M | 0.03% | −930−1.1% | Reduced |
| Ameriprise Financial Inc | 85,383 | $10.1M | 0.00% | +16,003+23.1% | Added |
| Creative Planning | 79,310 | $9.39M | 0.01% | +7,450+10.4% | Added |
| MetLife Investment Management | 77,871 | $9.22M | 0.04% | −2,684−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 75,788 | $8.97M | 0.01% | −3,292−4.2% | Reduced |
| Royal Bank of Canada | 72,485 | $8.58M | 0.00% | +18,578+34.5% | Added |
| Jane Street Group, LLC | 72,128 | $8.54M | 0.01% | +52,496+267.4% | Added |
| California State Teachers Retirement System | 71,244 | $8.43M | 0.01% | +3,367+5.0% | Added |
| Maltese Capital Management LLC | 71,000 | $8.40M | 1.27% | −24,400−25.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 70,936 | $8.40M | 0.33% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 65,929 | $7.80M | 0.01% | +6,220+10.4% | Added |
| New York State Teachers Retirement System | 60,476 | $7.16M | 0.01% | +100+0.2% | Added |
| Citigroup Inc | 60,463 | $7.16M | 0.00% | −28,466−32.0% | Reduced |
| Allianz Asset Management GmbH | 59,927 | $7.09M | 0.01% | +5,989+11.1% | Added |
| Natixis Advisors, L.P. | 56,390 | $6.67M | 0.01% | +23,659+72.3% | Added |
| MidWestOne Financial Group, Inc. | 56,121 | $6.64M | 0.81% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 55,540 | $6.57M | 0.01% | −7,953−12.5% | Reduced |
| Brown Advisory Inc | 55,147 | $6.53M | 0.01% | −1,055−1.9% | Reduced |
| Brant Point Investment Management LLC | 54,054 | $6.40M | 1.42% | −5,000−8.5% | Reduced |
| King Luther Capital Management Corp | 52,534 | $6.22M | 0.03% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 51,266 | $6.07M | 0.18% | −153−0.3% | Reduced |
| Midwest Trust Co | 51,136 | $6.05M | 0.08% | −70−0.1% | Reduced |
| Great West Life Assurance Co | 49,429 | $5.86M | 0.01% | +288+0.6% | Added |
| Public Employees Retirement System of Ohio | 49,427 | $5.85M | 0.02% | +5,596+12.8% | Added |
| Kennedy Capital Management, Inc. | 49,145 | $5.82M | 0.13% | +29,720+153.0% | Added |