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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $474 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 5 | $592 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $593 | 0.00% | +1+25.0% | Added |
| Tortoise Investment Management, LLC | 7 | $828 | 0.00% | +6+600.0% | Added |
| WPG Advisers, LLC | 7 | $828 | 0.00% | +7 | New |
| Cloud Capital Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 9 | $1.06K | 0.00% | −3−25.0% | Reduced |
| UMA Financial Services, Inc. | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.58K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.78K | 0.00% | +6+66.7% | Added |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 17 | $2.01K | 0.00% | +17 | New |
| Spire Wealth Management | 17 | $2.01K | 0.00% | −3−15.0% | Reduced |
| Wealth Watch Advisors, INC | 18 | $2.13K | 0.00% | +18 | New |
| NBC Securities, Inc. | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 21 | $2.48K | 0.00% | −58−73.4% | Reduced |
| Parkside Financial Bank & Trust | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 22 | $2.60K | 0.00% | +22 | New |
| JPL Wealth Management, LLC | 23 | $2.72K | 0.00% | +23 | New |
| Washington Trust Advisors, Inc. | 27 | $3.19K | 0.00% | +27 | New |
| IFP Advisors, Inc | 33 | $3.91K | 0.00% | +33 | Added |
| Sunbelt Securities, Inc. | 33 | $3.91K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 35 | $4.14K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 35 | $4.18K | 0.00% | +35 | New |
| Manchester Capital Management LLC | 36 | $4.26K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 36 | $4.26K | 0.00% | +36 | New |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 50 | $5.92K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 55 | $6.51K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 56 | $6.63K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $7.10K | 0.00% | +10+20.0% | Added |
| Key Financial Inc | 63 | $7.45K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 66 | $7.80K | 0.00% | −169−71.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 66 | $7.81K | 0.01% | +66 | New |
| Hemington Wealth Management | 74 | $8.00K | 0.00% | +11+17.5% | Added |
| Essential Partners LLC | 72 | $8.52K | 0.00% | +68+1,700.0% | Added |
| Ronald Blue Trust, Inc. | 73 | $8.64K | 0.00% | −503−87.3% | Reduced |
| Global Retirement Partners, LLC | 78 | $9.24K | 0.00% | +5+6.8% | Added |
| Huntington National Bank | 82 | $9.70K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 90 | $10.7K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 95 | $11.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 130 | $15.4K | 0.00% | −15−10.3% | Reduced |
| Root Financial Partners, LLC | 140 | $16.6K | 0.00% | +140 | New |
| Larson Financial Group LLC | 144 | $17.0K | 0.00% | +3+2.1% | Added |
| Quent Capital, LLC | 147 | $17.4K | 0.00% | +147 | New |
| Accent Capital Management, LLC | 150 | $17.8K | 0.01% | +55+57.9% | Added |
| Kerr Financial Planning Corp | 186 | $19.9K | 0.03% | +186 | New |
| Harbor Capital Advisors, Inc. | 190 | $22.0K | 0.00% | −83−30.4% | Reduced |
| Private Trust Co NA | 212 | $25.1K | 0.00% | +43+25.4% | Added |
| Fairman Group, LLC | 226 | $26.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 238 | $28.2K | 0.00% | +72+43.4% | Added |
| Farther Finance Advisors, LLC | 249 | $29.5K | 0.00% | +171+219.2% | Added |
| Allworth Financial LP | 251 | $29.7K | 0.00% | +55+28.1% | Added |
| Rise Advisors, LLC | 253 | $30.0K | 0.01% | +1+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $31.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 291 | $34.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 293 | $34.7K | 0.00% | −2,404−89.1% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $35.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $35.5K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 345 | $41.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 372 | $44.0K | 0.00% | −33−8.1% | Reduced |
| Bessemer Group Inc | 420 | $50.0K | 0.00% | +177+72.8% | Added |
| Northwestern Mutual Wealth Management Co | 425 | $50.3K | 0.00% | +199+88.1% | Added |
| Ci Investments Inc. | 438 | $52.0K | 0.00% | −58−11.7% | Reduced |
| Versant Capital Management, Inc | 495 | $58.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 511 | $60.5K | 0.00% | +287+128.1% | Added |
| Optiver Holding B.V. | 591 | $69.9K | 0.00% | +2+0.3% | Added |
| Fifth Third Bancorp | 594 | $70.3K | 0.00% | +53+9.8% | Added |
| Clarity Asset Management, Inc. | 646 | $76.4K | 0.04% | +3+0.5% | Added |
| Principal Securities, Inc. | 675 | $79.9K | 0.00% | +123+22.3% | Added |
| Wealthspire Advisors, LLC | 697 | $82.5K | 0.00% | +697 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 755 | $89.0K | 0.00% | +27+3.7% | Added |
| Smartleaf Asset Management LLC | 752 | $89.1K | 0.01% | +472+168.6% | Added |
| Covestor Ltd | 798 | $94.0K | 0.05% | +252+46.2% | Added |
| Danske Bank A/S | 810 | $95.9K | 0.00% | −74−8.4% | Reduced |
| Marquette Asset Management, LLC | 813 | $96.2K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 858 | $101.5K | 0.00% | +858 | New |
| Shell Asset Management Co | 935 | $111.0K | 0.01% | −1,011−52.0% | Reduced |
| MAI Capital Management | 970 | $114.8K | 0.00% | −201−17.2% | Reduced |
| 1620 Investment Advisors, Inc. | 978 | $115.7K | 0.08% | +967+8,790.9% | Added |
| Hilltop National Bank | 1,001 | $118.5K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,152 | $136.3K | 0.01% | +268+30.3% | Added |
| Parallel Advisors, LLC | 1,202 | $142.3K | 0.00% | +13+1.1% | Added |
| Leonteq Securities AG | 1,226 | $145.1K | 0.01% | −1,087−47.0% | Reduced |
| AdvisorNet Financial, Inc | 1,345 | $159.2K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,346 | $159.3K | 0.10% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,421 | $168.2K | 0.01% | +1,144+413.0% | Added |
| Hantz Financial Services, Inc. | 1,444 | $171.0K | 0.00% | +1,340+1,288.5% | Added |
| Bayforest Capital Ltd | 1,458 | $172.6K | 0.08% | +1,458 | New |
| Quest Partners LLC | 1,630 | $192.9K | 0.01% | +456+38.8% | Added |
| Blueshift Asset Management, LLC | 1,706 | $201.9K | 0.06% | −700−29.1% | Reduced |
| Abel Hall, LLC | 1,711 | $202.5K | 0.08% | +1,711 | New |
| United Capital Financial Advisers, LLC | 1,746 | $206.6K | 0.00% | +1,746 | New |
| Magnetar Financial LLC | 1,811 | $214.3K | 0.00% | −28,124−94.0% | Reduced |
| Heritage Family Offices, LLP | 1,837 | $217.4K | 0.10% | −378−17.1% | Reduced |
| JNBA Financial Advisors | 1,841 | $217.9K | 0.02% | 00.0% | Unchanged |