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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

Q3 2025 vs. Q2 2025

How the institutions holding Umb Financial Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of UMBF: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders4108405+3
Shares68.8M918.5K69.2M+1.25M (+1.8%)
Value$7.25B$96.6M$8.19B+$1.04B (+14.5%)

8 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (51)

Institutions that held Umb Financial Corp at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to UMBF in Q3 2025
InstitutionSharesValue% of portfolio
William Blair Investment Management, LLC249,126$29.5M0.08%
Freestone Grove Partners LP247,558$29.3M0.22%
T. Rowe Price Investment Management, Inc.188,300$22.3M0.01%
WCM Investment Management, LLC183,800$21.8M0.05%
Zurich Insurance Group Ltd182,803$21.6M0.15%
B. Metzler seel. Sohn & Co. AG27,178$3.22M0.03%
FJ Capital Management LLC26,549$3.14M0.34%
1832 Asset Management L.P.26,400$3.12M0.01%
Horizon Investments, LLC25,128$2.97M0.04%
HRT Financial LP18,095$2.14M0.01%
Steele Capital Management, Inc.12,363$1.47M0.07%
Bridgewater Associates, LP8,442$999.1K0.00%
CIBC Bancorp USA Inc.7,751$917.3K0.01%
Armistice Capital, LLC7,580$897.1K0.03%
Gerber Kawasaki Wealth & Investment Management7,017$830.5K0.03%
Marshall Wace, LLP5,533$654.8K0.00%
Verdence Capital Advisors LLC4,090$459.9K0.03%
Savant Capital, LLC3,749$443.7K0.00%
Optimize Financial Inc3,627$429.3K0.22%
Swiss Life Asset Management Ltd3,445$407.7K0.00%
MQS Management LLC2,987$353.5K0.21%
Atlantic Union Bankshares Corp2,490$294.7K0.01%
Mercer Global Advisors Inc2,461$291.3K0.00%
XTX Topco Ltd2,367$280.1K0.01%
HighPoint Advisor Group LLC2,276$269.4K0.01%
Two Sigma Securities, LLC2,262$267.7K0.04%
Ashton Thomas Private Wealth, LLC2,016$239.4K0.01%
Sanctuary Advisors, LLC1,966$232.7K0.00%
Ellenbecker Investment Group1,874$221.8K0.03%
Advantage Alpha Capital Partners LP1,859$220.0K0.07%
Ritholtz Wealth Management1,843$218.1K0.00%
United Capital Financial Advisers, LLC1,746$206.6K0.00%
Abel Hall, LLC1,711$202.5K0.08%
Bayforest Capital Ltd1,458$172.6K0.08%
Rockefeller Capital Management L.P.858$101.5K0.00%
Wealthspire Advisors, LLC697$82.5K0.00%
Kerr Financial Planning Corp186$19.9K0.03%
Quent Capital, LLC147$17.4K0.00%
Root Financial Partners, LLC140$16.6K0.00%
Caitong International Asset Management Co., Ltd66$7.81K0.01%
Mather Group, LLC.50$5.92K0.00%
Advisory Services Network, LLC36$4.26K0.00%
Salomon & Ludwin, LLC35$4.18K0.00%
Sunbelt Securities, Inc.33$3.91K0.00%
Washington Trust Advisors, Inc.27$3.19K0.00%
JPL Wealth Management, LLC23$2.72K0.00%
J.Safra Asset Management Corp22$2.60K0.00%
Wealth Watch Advisors, INC18$2.13K0.00%
Turning Point Benefit Group, Inc.17$2.01K0.00%
Cloud Capital Management, LLC16$1.00K0.00%
WPG Advisers, LLC7$8280.00%

Sold out (48)

Institutions that held Umb Financial Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of UMBF in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
ExodusPoint Capital Management, LP178,002$18.7M
Point72 Asset Management, L.P.121,112$12.7M
Verition Fund Management LLC74,891$7.88M
Boothbay Fund Management, LLC63,563$6.68M
Roubaix Capital, LLC39,194$4.12M
Edgestream Partners, L.P.35,296$3.71M
PMC FIG Opportunities LLC27,228$2.86M
Campbell & CO Investment Adviser LLC21,315$2.24M
Jackson Creek Investment Advisors LLC17,306$1.82M
ISAM Funds (UK) Ltd16,850$1.77M
Headlands Technologies LLC15,494$1.63M
AXA S.A.12,077$1.27M
Healthcare of Ontario Pension Plan Trust Fund9,700$1.02M
Persistent Asset Partners Ltd9,391$987.6K
SummerHaven Investment Management, LLC9,298$977.8K
FORA Capital, LLC8,900$935.9K
Aquatic Capital Management LLC8,886$934.5K
Virginia Retirement Systems Et Al8,817$927.2K
Caliber Wealth Management, LLC7,742$814.1K
Occudo Quantitative Strategies LP7,110$747.7K
Engineers Gate Manager LP5,256$552.7K
111 Capital5,168$543.5K
Readystate Asset Management LP4,907$516.0K
Qube Research & Technologies Ltd4,807$505.5K
DRW Securities, LLC3,861$406.0K
Whalen Wealth Management Inc.3,786$398.1K
CWM Advisors, LLC3,698$388.9K
Schonfeld Strategic Advisors LLC3,641$382.9K
Squarepoint Ops LLC3,590$377.5K
Alps Advisors Inc3,563$374.7K
Miramar Capital, LLC3,530$371.2K
Crossmark Global Holdings, Inc.2,764$290.7K
Mount Yale Investment Advisors, LLC2,684$282.2K
Diversify Advisory Services, LLC2,390$273.8K
Scientech Research LLC2,520$265.0K
Prime Capital Investment Advisors, LLC2,514$264.4K
Monument Capital Management2,142$225.3K
Anb Bank2,060$216.6K
Empowered Funds, LLC1,984$208.6K
Vident Advisory, LLC1,915$201.4K
Point72 (DIFC) Ltd1,367$143.8K
Lazard Asset Management LLC1,201$126.0K
Plante Moran Financial Advisors, LLC346$36.4K
Skopos Labs, Inc.158$16.6K
Geneos Wealth Management Inc.52$5.47K
GeoWealth Management, LLC34$3.58K
Bokf, NA17$1.79K
Twin Peaks Wealth Advisors, LLC4$458

Not filed for Q3 2025 yet (8)

Institutions that held Umb Financial Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMBF in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank892,248$93.8M
CIBC World Markets Corp8,960$942.2K
EP Wealth Advisors, LLC5,598$588.7K
PrairieView Partners, LLC4,476$470.0K
Avantax Advisory Services, Inc.3,458$363.6K
Atria Wealth Solutions, Inc.3,147$332.2K
First Horizon Advisors, Inc.572$60.1K
Parkworth Wealth Management, Inc.2$210