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 |
|---|---|---|---|---|---|
| Ritholtz Wealth Management | 1,843 | $218.1K | 0.00% | +1,843 | New |
| Advantage Alpha Capital Partners LP | 1,859 | $220.0K | 0.07% | +1,859 | New |
| Ellenbecker Investment Group | 1,874 | $221.8K | 0.03% | +1,874 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | $224.9K | 0.09% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 1,925 | $227.8K | 0.06% | −5,271−73.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 1,938 | $229.4K | 0.05% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,966 | $232.7K | 0.00% | +1,966 | New |
| Ashton Thomas Private Wealth, LLC | 2,016 | $239.4K | 0.01% | +2,016 | New |
| Panagora Asset Management Inc | 2,032 | $240.5K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,048 | $242.4K | 0.01% | +65+3.3% | Added |
| Janney Montgomery Scott LLC | 2,092 | $248.0K | 0.00% | −528−20.2% | Reduced |
| Equitable Holdings, Inc. | 2,134 | $252.6K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 2,214 | $262.0K | 0.00% | +7+0.3% | Added |
| Guardian Wealth Advisors, LLC | 2,220 | $263.6K | 0.02% | −176−7.3% | Reduced |
| KBC Group NV | 2,234 | $264.0K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,240 | $265.2K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,262 | $267.7K | 0.04% | +2,262 | New |
| HighPoint Advisor Group LLC | 2,276 | $269.4K | 0.01% | +2,276 | New |
| CIBC Asset Management Inc | 2,278 | $269.6K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,320 | $275.0K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,354 | $278.6K | 0.00% | −174−6.9% | Reduced |
| XTX Topco Ltd | 2,367 | $280.1K | 0.01% | +2,367 | New |
| Greenleaf Trust | 2,400 | $284.0K | 0.00% | +69+3.0% | Added |
| Shelton Capital Management | 2,414 | $285.7K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,461 | $291.3K | 0.00% | +2,461 | New |
| First Affirmative Financial Network | 2,462 | $291.4K | 0.14% | +73+3.1% | Added |
| Atlantic Union Bankshares Corp | 2,490 | $294.7K | 0.01% | +2,490 | New |
| High Note Wealth, LLC | 2,642 | $312.7K | 0.06% | +313+13.4% | Added |
| Moors & Cabot, Inc. | 2,643 | $312.8K | 0.01% | −549−17.2% | Reduced |
| RMG Wealth Management LLC | 2,800 | $314.3K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 2,661 | $314.9K | 0.02% | −974−26.8% | Reduced |
| Forum Financial Management, LP | 2,719 | $321.8K | 0.00% | +6+0.2% | Added |
| Tower Research Capital LLC (TRC) | 2,726 | $322.6K | 0.01% | −6,882−71.6% | Reduced |
| Assetmark, Inc | 2,734 | $323.6K | 0.00% | +73+2.7% | Added |
| Kornitzer Capital Management Inc | 2,800 | $331.4K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,801 | $331.6K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,802 | $331.6K | 0.00% | −17−0.6% | Reduced |
| ETF Store, Inc. | 2,908 | $344.2K | 0.37% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,910 | $344.4K | 0.00% | +506+21.0% | Added |
| Integrated Investment Consultants, LLC | 2,960 | $350.3K | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 2,984 | $353.2K | 0.01% | +567+23.5% | Added |
| MQS Management LLC | 2,987 | $353.5K | 0.21% | +2,987 | New |
| LexAurum Advisors, LLC | 3,133 | $370.8K | 0.05% | +10.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,122 | $371.1K | 0.00% | +179+6.1% | Added |
| Coldstream Capital Management Inc | 3,201 | $378.8K | 0.01% | +1,148+55.9% | Added |
| Oppenheimer & Co Inc | 3,313 | $392.1K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 3,326 | $393.6K | 0.01% | +437+15.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $400.9K | 0.19% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,407 | $403.2K | 0.00% | +101+3.1% | Added |
| Swiss Life Asset Management Ltd | 3,445 | $407.7K | 0.00% | +3,445 | New |
| Two Sigma Advisers, LP | 3,455 | $408.9K | 0.00% | −47,010−93.2% | Reduced |
| HSBC Holdings PLC | 3,571 | $422.6K | 0.00% | −1,561−30.4% | Reduced |
| Optimize Financial Inc | 3,627 | $429.3K | 0.22% | +3,627 | New |
| CIBC Private Wealth Group, LLC | 3,668 | $434.1K | 0.00% | +203+5.9% | Added |
| First Community Trust NA | 3,730 | $441.4K | 0.34% | 00.0% | Unchanged |
| First National Advisers, LLC | 3,742 | $442.9K | 0.06% | +172+4.8% | Added |
| Savant Capital, LLC | 3,749 | $443.7K | 0.00% | +3,749 | New |
| Commonwealth Equity Services, LLC | 3,779 | $447.0K | 0.00% | −608−13.9% | Reduced |
| N.E.W. Advisory Services LLC | 3,799 | $449.6K | 0.04% | −65−1.7% | Reduced |
| Profund Advisors LLC | 3,882 | $459.4K | 0.01% | −56−1.4% | Reduced |
| Verdence Capital Advisors LLC | 4,090 | $459.9K | 0.03% | +4,090 | New |
| MML Investors Services, LLC | 3,921 | $464.1K | 0.00% | +437+12.5% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $473.4K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,021 | $475.9K | 0.01% | +8+0.2% | Added |
| Papp L Roy & Associates | 4,030 | $477.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,058 | $480.3K | 0.01% | +5+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 4,140 | $490.0K | 0.01% | −1,685−28.9% | Reduced |
| Merit Financial Group, LLC | 4,362 | $516.2K | 0.00% | +2,416+124.2% | Added |
| Park Avenue Securities LLC | 4,379 | $518.0K | 0.00% | +502+12.9% | Added |
| Trust Point Inc. | 4,518 | $534.7K | 0.04% | +480+11.9% | Added |
| State of Wyoming | 4,615 | $546.2K | 0.06% | +3,165+218.3% | Added |
| Evergreen Capital Management LLC | 4,622 | $548.5K | 0.01% | +593+14.7% | Added |
| Hamilton Capital Partners Inc. | 4,674 | $553.2K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 4,786 | $566.4K | 0.00% | −101−2.1% | Reduced |
| Vontobel Holding Ltd. | 4,798 | $567.8K | 0.00% | −224−4.5% | Reduced |
| M&T Bank Corp | 4,808 | $569.0K | 0.00% | +118+2.5% | Added |
| Connable Office Inc | 4,851 | $574.1K | 0.05% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $575.5K | 0.02% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,878 | $577.3K | 0.06% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 4,927 | $583.1K | 0.04% | −170−3.3% | Reduced |
| Whelan Financial | 5,006 | $592.5K | 0.19% | +64+1.3% | Added |
| Financial Advisory Service, Inc. | 5,102 | $603.8K | 0.04% | −39−0.8% | Reduced |
| Jones Financial Companies LLLP | 5,114 | $606.4K | 0.00% | +621+13.8% | Added |
| Cambria Investment Management, L.P. | 5,321 | $629.7K | 0.04% | +1,062+24.9% | Added |
| Securian Asset Management, Inc | 5,335 | $631.4K | 0.02% | −100−1.8% | Reduced |
| Public Employees Retirement Association of Colorado | 5,486 | $649.0K | 0.00% | +2,270+70.6% | Added |
| Marshall Wace, LLP | 5,533 | $654.8K | 0.00% | +5,533 | New |
| Bayview Asset Management, LLC | 5,741 | $679.4K | 0.52% | +241+4.4% | Added |
| Quantinno Capital Management LP | 5,951 | $704.4K | 0.00% | +1,929+48.0% | Added |
| JustInvest LLC | 6,149 | $728.2K | 0.01% | +218+3.7% | Added |
| Concurrent Investment Advisors, LLC | 6,312 | $747.0K | 0.01% | +44+0.7% | Added |
| First Citizens Bank & Trust Co | 6,980 | $826.1K | 0.02% | +378+5.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,017 | $830.5K | 0.03% | +7,017 | New |
| State of Wisconsin Investment Board | 7,195 | $851.5K | 0.00% | +330+4.8% | Added |
| Kavar Capital Partners Group, LLC | 7,402 | $876.0K | 0.12% | 00.0% | Unchanged |
| Bank of Montreal | 7,466 | $883.6K | 0.00% | −969−11.5% | Reduced |
| Armistice Capital, LLC | 7,580 | $897.1K | 0.03% | +7,580 | New |
| HighTower Advisors, LLC | 7,594 | $899.0K | 0.00% | +534+7.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,615 | $901.3K | 0.03% | +93+1.2% | Added |
| RSM US Wealth Management LLC | 7,626 | $905.1K | 0.01% | −4,974−39.5% | Reduced |