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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 43,240 | $5.27M | 0.01% | +36+0.1% | Added |
| GHP Investment Advisors, Inc. | 45,887 | $5.43M | 0.23% | +642+1.4% | Added |
| Oppenheimer Asset Management Inc. | 45,926 | $5.44M | 0.06% | +3,232+7.6% | Added |
| Mariner, LLC | 46,937 | $5.55M | 0.01% | +17,183+57.8% | Added |
| Wedge Capital Management L L P | 48,198 | $5.70M | 0.10% | −9,075−15.8% | Reduced |
| Kennedy Capital Management, Inc. | 49,145 | $5.82M | 0.13% | +29,720+153.0% | Added |
| Public Employees Retirement System of Ohio | 49,427 | $5.85M | 0.02% | +5,596+12.8% | Added |
| Great West Life Assurance Co | 49,429 | $5.86M | 0.01% | +288+0.6% | Added |
| Midwest Trust Co | 51,136 | $6.05M | 0.08% | −70−0.1% | Reduced |
| Peregrine Capital Management LLC | 51,266 | $6.07M | 0.18% | −153−0.3% | Reduced |
| King Luther Capital Management Corp | 52,534 | $6.22M | 0.03% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 54,054 | $6.40M | 1.42% | −5,000−8.5% | Reduced |
| Brown Advisory Inc | 55,147 | $6.53M | 0.01% | −1,055−1.9% | Reduced |
| Thrivent Financial for Lutherans | 55,540 | $6.57M | 0.01% | −7,953−12.5% | Reduced |
| MidWestOne Financial Group, Inc. | 56,121 | $6.64M | 0.81% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 56,390 | $6.67M | 0.01% | +23,659+72.3% | Added |
| Allianz Asset Management GmbH | 59,927 | $7.09M | 0.01% | +5,989+11.1% | Added |
| Citigroup Inc | 60,463 | $7.16M | 0.00% | −28,466−32.0% | Reduced |
| New York State Teachers Retirement System | 60,476 | $7.16M | 0.01% | +100+0.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 65,929 | $7.80M | 0.01% | +6,220+10.4% | Added |
| Susquehanna Fundamental Investments, LLC | 70,936 | $8.40M | 0.33% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 71,000 | $8.40M | 1.27% | −24,400−25.6% | Reduced |
| California State Teachers Retirement System | 71,244 | $8.43M | 0.01% | +3,367+5.0% | Added |
| Jane Street Group, LLC | 72,128 | $8.54M | 0.01% | +52,496+267.4% | Added |
| Royal Bank of Canada | 72,485 | $8.58M | 0.00% | +18,578+34.5% | Added |
| Manufacturers Life Insurance Company, The | 75,788 | $8.97M | 0.01% | −3,292−4.2% | Reduced |
| MetLife Investment Management | 77,871 | $9.22M | 0.04% | −2,684−3.3% | Reduced |
| Creative Planning | 79,310 | $9.39M | 0.01% | +7,450+10.4% | Added |
| Ameriprise Financial Inc | 85,383 | $10.1M | 0.00% | +16,003+23.1% | Added |
| Retirement Systems of Alabama | 86,294 | $10.2M | 0.03% | −930−1.1% | Reduced |
| Rafferty Asset Management, LLC | 88,552 | $10.5M | 0.03% | +3,027+3.5% | Added |
| Third Avenue Management LLC | 97,518 | $11.5M | 2.17% | −5,245−5.1% | Reduced |
| Gator Capital Management, LLC | 101,650 | $12.0M | 3.08% | +475+0.5% | Added |
| Deutsche Bank AG | 105,257 | $12.5M | 0.00% | −57,314−35.3% | Reduced |
| Mutual of America Capital Management LLC | 106,871 | $12.6M | 0.13% | −4,356−3.9% | Reduced |
| Renaissance Technologies LLC | 108,070 | $12.8M | 0.02% | −148,000−57.8% | Reduced |
| Emerald Mutual Fund Advisers Trust | 113,316 | $13.4M | 0.69% | −8,356−6.9% | Reduced |
| Basswood Capital Management, L.L.C. | 115,120 | $13.6M | 0.63% | −6,667−5.5% | Reduced |
| Congress Asset Management Co | 117,825 | $13.9M | 0.09% | −3,541−2.9% | Reduced |
| STRS Ohio | 119,700 | $14.2M | 0.05% | +11,600+10.7% | Added |
| California Public Employees Retirement System | 127,713 | $15.1M | 0.01% | +6,093+5.0% | Added |
| Legal & General Group Plc | 132,881 | $15.7M | 0.00% | −6,713−4.8% | Reduced |
| Tributary Capital Management, LLC | 138,877 | $16.4M | 1.49% | −12,953−8.5% | Reduced |
| Swiss National Bank | 147,220 | $17.4M | 0.01% | +8,500+6.1% | Added |
| Ceredex Value Advisors LLC | 154,450 | $18.3M | 0.42% | +2,450+1.6% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $20.2M | 7.10% | 00.0% | Unchanged |
| Barclays PLC | 172,799 | $20.5M | 0.01% | −9,970−5.5% | Reduced |
| Wells Fargo & Company | 181,710 | $21.5M | 0.00% | +7,401+4.2% | Added |
| Envestnet Asset Management Inc | 182,721 | $21.6M | 0.01% | +4,589+2.6% | Added |
| Zurich Insurance Group Ltd | 182,803 | $21.6M | 0.15% | +182,803 | New |
| UBS Asset Management Americas Inc | 183,992 | $21.8M | 0.00% | −112,275−37.9% | Reduced |
| WCM Investment Management, LLC | 183,800 | $21.8M | 0.05% | +183,800 | New |
| AQR Capital Management LLC | 188,182 | $22.3M | 0.01% | +4,030+2.2% | Added |
| T. Rowe Price Investment Management, Inc. | 188,300 | $22.3M | 0.01% | +188,300 | New |
| New York State Common Retirement Fund | 195,084 | $23.1M | 0.03% | +100+0.1% | Added |
| SEI Investments Co | 199,474 | $23.6M | 0.03% | −27,246−12.0% | Reduced |
| Emerald Advisers, LLC | 209,563 | $24.8M | 0.80% | −3,518−1.7% | Reduced |
| Stieven Capital Advisors, L.P. | 230,089 | $27.2M | 5.13% | +3,300+1.5% | Added |
| Rhumbline Advisers | 240,794 | $28.5M | 0.02% | −2,548−1.0% | Reduced |
| Freestone Grove Partners LP | 247,558 | $29.3M | 0.22% | +247,558 | New |
| Price T Rowe Associates Inc | 247,893 | $29.3M | 0.00% | +13,150+5.6% | Added |
| William Blair Investment Management, LLC | 249,126 | $29.5M | 0.08% | +249,126 | New |
| Boston Trust Walden Corp | 252,922 | $29.9M | 0.22% | −4,541−1.8% | Reduced |
| Federated Hermes, Inc. | 253,708 | $30.0M | 0.05% | +104,182+69.7% | Added |
| Invesco Ltd. | 259,547 | $30.7M | 0.00% | −227,695−46.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 265,932 | $31.5M | 0.05% | −134,068−33.5% | Reduced |
| Raymond James Financial Inc | 277,797 | $32.9M | 0.01% | +63,907+29.9% | Added |
| Fisher Asset Management, LLC | 286,681 | $33.9M | 0.01% | +4,420+1.6% | Added |
| JPMorgan Chase & Co | 316,938 | $37.5M | 0.00% | +1,559+0.5% | Added |
| Franklin Resources Inc | 319,912 | $37.9M | 0.01% | −16,156−4.8% | Reduced |
| ProShare Advisors LLC | 335,956 | $39.8M | 0.08% | −25,112−7.0% | Reduced |
| Neumeier Poma Investment Counsel LLC | 338,052 | $40.0M | 3.27% | +31,288+10.2% | Added |
| Systematic Financial Management LP | 346,363 | $41.0M | 1.00% | −646−0.2% | Reduced |
| NFJ Investment Group, LLC | 357,720 | $42.3M | 1.46% | +331,684+1,273.9% | Added |
| Massachusetts Financial Services Co | 365,703 | $43.3M | 0.01% | −24,947−6.4% | Reduced |
| UBS Group AG | 378,861 | $44.8M | 0.01% | +41,946+12.5% | Added |
| Captrust Financial Advisors | 460,066 | $54.4M | 0.11% | −5,842−1.3% | Reduced |
| Schroder Investment Management Group | 503,692 | $59.7M | 0.05% | +127,911+34.0% | Added |
| Bank of New York Mellon Corp | 571,541 | $67.6M | 0.01% | −4,241−0.7% | Reduced |
| First Trust Advisors LP | 580,926 | $68.8M | 0.05% | +178,297+44.3% | Added |
| Clearbridge Investments, LLC | 604,890 | $71.6M | 0.05% | +233,954+63.1% | Added |
| Global Alpha Capital Management Ltd. | 643,844 | $76.2M | 4.36% | −800−0.1% | Reduced |
| Bank of America Corp | 713,657 | $84.5M | 0.01% | −42,335−5.6% | Reduced |
| Morgan Stanley | 725,693 | $85.9M | 0.01% | +171,885+31.0% | Added |
| Nuveen, LLC | 728,296 | $86.2M | 0.02% | +110,366+17.9% | Added |
| GW&K Investment Management, LLC | 742,958 | $87.9M | 0.78% | +123,726+20.0% | Added |
| Principal Financial Group Inc | 751,277 | $88.9M | 0.04% | −25,605−3.3% | Reduced |
| Goldman Sachs Group Inc | 844,439 | $99.9M | 0.01% | −34,839−4.0% | Reduced |
| Citadel Advisors LLC | 879,447 | $104.1M | 0.08% | −229,616−20.7% | Reduced |
| Northern Trust Corp | 929,156 | $110.0M | 0.01% | −3,838−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 974,499 | $115.3M | 0.02% | +169,040+21.0% | Added |
| Victory Capital Management Inc | 1,222,063 | $144.6M | 0.09% | −25,147−2.0% | Reduced |
| Earnest Partners LLC | 1,371,653 | $162.3M | 0.70% | −57,103−4.0% | Reduced |
| Alliancebernstein L.P. | 1,455,157 | $172.2M | 0.05% | −33,461−2.2% | Reduced |
| American Century Companies Inc | 1,594,380 | $188.7M | 0.10% | −390,685−19.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,755,496 | $207.7M | 0.33% | −220,534−11.2% | Reduced |
| Neuberger Berman Group LLC | 1,832,674 | $216.9M | 0.16% | +451,536+32.7% | Added |
| Geode Capital Management, LLC | 1,874,900 | $221.9M | 0.01% | +28,648+1.6% | Added |
| FMR LLC | 2,247,578 | $266.0M | 0.01% | +27,685+1.2% | Added |
| Dimensional Fund Advisors LP | 2,832,827 | $335.3M | 0.07% | +94,451+3.4% | Added |