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 |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 7,751 | $917.3K | 0.01% | +7,751 | New |
| Fiduciary Trust Co | 7,762 | $918.6K | 0.01% | +2,777+55.7% | Added |
| State of Alaska, Department of Revenue | 7,801 | $923.0K | 0.01% | −220−2.7% | Reduced |
| IHT Wealth Management, LLC | 7,845 | $928.5K | 0.02% | 00.0% | Unchanged |
| Country Club Bank | 7,929 | $939.5K | 0.06% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,077 | $955.9K | 0.02% | +5,050+166.8% | Added |
| Cetera Investment Advisers | 8,413 | $995.8K | 0.00% | +4,181+98.8% | Added |
| Bridgewater Associates, LP | 8,442 | $999.1K | 0.00% | +8,442 | New |
| Cambridge Investment Research Advisors, Inc. | 8,613 | $1.02M | 0.00% | +1,695+24.5% | Added |
| CenterBook Partners LP | 8,879 | $1.05M | 0.05% | +1,648+22.8% | Added |
| Pacer Advisors, Inc. | 9,390 | $1.11M | 0.00% | +7,322+354.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,723 | $1.15M | 0.00% | −565−5.5% | Reduced |
| GWM Advisors LLC | 9,789 | $1.16M | 0.01% | +4,322+79.1% | Added |
| State Board of Administration of Florida Retirement System | 9,869 | $1.17M | 0.00% | −1,000−9.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,876 | $1.17M | 0.01% | +1,431+16.9% | Added |
| Meritage Portfolio Management | 9,910 | $1.17M | 0.08% | 00.0% | Unchanged |
| Accredited Investors Inc. | 9,939 | $1.18M | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 10,224 | $1.21M | 0.01% | −140−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 10,374 | $1.23M | 0.00% | +1,919+22.7% | Added |
| Atwood & Palmer Inc | 10,729 | $1.27M | 0.07% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 10,960 | $1.30M | 0.00% | −375−3.3% | Reduced |
| SJS Investment Consulting Inc. | 10,995 | $1.30M | 0.18% | −13,000−54.2% | Reduced |
| Sterling Capital Management LLC | 12,096 | $1.43M | 0.02% | +2,287+23.3% | Added |
| Steele Capital Management, Inc. | 12,363 | $1.47M | 0.07% | +12,363 | New |
| Fortress Wealth Management, Inc. | 12,780 | $1.51M | 0.67% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,096 | $1.55M | 0.00% | −6,350−32.7% | Reduced |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.61M | 1.26% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 13,900 | $1.65M | 0.05% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 13,983 | $1.65M | 0.01% | +3,260+30.4% | Added |
| Interval Partners, LP | 14,296 | $1.69M | 0.04% | −18,248−56.1% | Reduced |
| Oregon Public Employees Retirement Fund | 14,416 | $1.71M | 0.02% | −200−1.4% | Reduced |
| SG Americas Securities, LLC | 14,459 | $1.71M | 0.01% | +12,647+698.0% | Added |
| CWM, LLC | 14,679 | $1.74M | 0.01% | +3,611+32.6% | Added |
| Ieq Capital, LLC | 14,831 | $1.76M | 0.01% | +7,555+103.8% | Added |
| Paragon Capital Management LLC | 15,603 | $1.85M | 0.89% | 00.0% | Unchanged |
| US Bancorp | 15,766 | $1.87M | 0.00% | −520−3.2% | Reduced |
| KLP Kapitalforvaltning AS | 15,795 | $1.87M | 0.01% | +1,000+6.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,908 | $1.88M | 0.03% | −27−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 15,996 | $1.89M | 0.02% | −2,718−14.5% | Reduced |
| Atria Investments LLC | 16,450 | $1.95M | 0.02% | +677+4.3% | Added |
| Quadrant Capital Group LLC | 16,560 | $1.96M | 0.06% | +129+0.8% | Added |
| State of Michigan Retirement System | 17,041 | $2.02M | 0.01% | −100−0.6% | Reduced |
| Handelsbanken Fonder AB | 17,990 | $2.13M | 0.01% | +3,300+22.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,995 | $2.13M | 0.00% | −1,545−7.9% | Reduced |
| HRT Financial LP | 18,095 | $2.14M | 0.01% | +18,095 | New |
| Teacher Retirement System of Texas | 18,200 | $2.15M | 0.01% | +2,958+19.4% | Added |
| First National Bank of Omaha | 18,232 | $2.16M | 0.14% | −1,386−7.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,318 | $2.17M | 0.01% | −18−0.1% | Reduced |
| Stifel Financial Corp | 18,689 | $2.21M | 0.00% | +2,259+13.7% | Added |
| Nisa Investment Advisors, LLC | 19,121 | $2.27M | 0.01% | +30.0% | Added |
| Ameritas Investment Partners, Inc. | 19,454 | $2.30M | 0.07% | −1,826−8.6% | Reduced |
| State of New Jersey Common Pension Fund D | 19,819 | $2.35M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 19,900 | $2.36M | 0.04% | −200−1.0% | Reduced |
| Prudential Financial Inc | 19,976 | $2.36M | 0.00% | −40,785−67.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,282 | $2.40M | 0.02% | +3,804+23.1% | Added |
| Old National Bancorp | 20,572 | $2.43M | 0.04% | −2,262−9.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,938 | $2.48M | 0.01% | +2,138+11.4% | Added |
| Guggenheim Capital LLC | 21,063 | $2.49M | 0.02% | −2,437−10.4% | Reduced |
| Diversified Portfolios, Inc. | 21,106 | $2.50M | 0.22% | −507−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.51M | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 21,261 | $2.52M | 0.14% | +858+4.2% | Added |
| Johnson Investment Counsel Inc | 21,802 | $2.58M | 0.02% | +311+1.4% | Added |
| Arizona State Retirement System | 22,408 | $2.65M | 0.01% | +1,218+5.7% | Added |
| Yousif Capital Management, LLC | 22,467 | $2.66M | 0.03% | −1,466−6.1% | Reduced |
| Ensign Peak Advisors, Inc | 22,714 | $2.69M | 0.00% | −3,110−12.0% | Reduced |
| Holocene Advisors, LP | 22,830 | $2.70M | 0.01% | −19,599−46.2% | Reduced |
| Pathstone Holdings, LLC | 22,908 | $2.71M | 0.01% | +1,787+8.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $2.71M | 0.04% | 00.0% | Unchanged |
| Petiole USA ltd | 24,122 | $2.85M | 1.97% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 24,301 | $2.88M | 0.00% | +8,271+51.6% | Added |
| Horizon Investments, LLC | 25,128 | $2.97M | 0.04% | +25,128 | New |
| Friday Financial | 25,559 | $3.02M | 1.27% | +655+2.6% | Added |
| Integrated Advisors Network LLC | 25,753 | $3.05M | 0.13% | +903+3.6% | Added |
| Dynamic Technology Lab Private Ltd | 26,070 | $3.09M | 0.52% | +22,640+660.1% | Added |
| 1832 Asset Management L.P. | 26,400 | $3.12M | 0.01% | +26,400 | New |
| FJ Capital Management LLC | 26,549 | $3.14M | 0.34% | +26,549 | New |
| Cerity Partners LLC | 27,014 | $3.20M | 0.01% | +4,987+22.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,178 | $3.22M | 0.03% | +27,178 | New |
| Buckingham Strategic Partners | 27,668 | $3.26M | 0.04% | +1,581+6.1% | Added |
| Truist Financial Corp | 29,067 | $3.44M | 0.00% | +8,641+42.3% | Added |
| Great Lakes Advisors, LLC | 29,303 | $3.47M | 0.03% | −20,193−40.8% | Reduced |
| State of Tennessee, Treasury Department | 29,457 | $3.49M | 0.01% | +6,214+26.7% | Added |
| Russell Investments Group, Ltd. | 29,557 | $3.50M | 0.00% | +4,099+16.1% | Added |
| Intech Investment Management LLC | 30,442 | $3.60M | 0.03% | −656−2.1% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 30,502 | $3.61M | 2.92% | +1,200+4.1% | Added |
| Susquehanna International Group, LLP | 31,060 | $3.68M | 0.01% | −91,138−74.6% | Reduced |
| Amalgamated Bank | 31,274 | $3.70M | 0.03% | +150.0% | Added |
| OP Asset Management Ltd | 31,830 | $3.77M | 0.05% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 33,001 | $3.91M | 0.00% | +1,989+6.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 33,778 | $4.00M | 0.01% | −6,080−15.3% | Reduced |
| Balyasny Asset Management LLC | 33,812 | $4.00M | 0.01% | +23,192+218.4% | Added |
| Millennium Management LLC | 34,054 | $4.03M | 0.00% | −115,650−77.3% | Reduced |
| Comerica Bank | 34,220 | $4.05M | 0.02% | −624−1.8% | Reduced |
| LPL Financial LLC | 34,227 | $4.05M | 0.00% | +1,618+5.0% | Added |
| CBOE Vest Financial, LLC | 35,205 | $4.17M | 0.05% | +15,201+76.0% | Added |
| Commerce Bank | 38,693 | $4.58M | 0.03% | −257−0.7% | Reduced |
| Two Sigma Investments, LP | 38,700 | $4.58M | 0.01% | −83,146−68.2% | Reduced |
| Fieldview Capital Management, LLC | 41,859 | $4.95M | 0.81% | +4,138+11.0% | Added |
| Phocas Financial Corp. | 43,508 | $5.15M | 0.67% | +884+2.1% | Added |
| Federation des caisses Desjardins du Quebec | 44,168 | $5.23M | 0.02% | +4,827+12.3% | Added |