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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 3,098,798 | $366.7M | 0.06% | +751,525+32.0% | Added |
| State Street Corp | 4,233,653 | $502.7M | 0.02% | −62,537−1.5% | Reduced |
| Umb Bank N A | 4,315,949 | $510.8M | 7.52% | −37,256−0.9% | Reduced |
| Vanguard Group Inc | 7,768,829 | $919.4M | 0.01% | −94,575−1.2% | Reduced |
| BlackRock, Inc. | 9,038,629 | $1.07B | 0.02% | −45,149−0.5% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −178,002−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −121,112−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −74,891−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −63,563−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −39,194−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −35,296−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −27,228−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,315−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −17,306−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −16,850−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −15,494−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −12,077−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −9,391−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −9,298−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,886−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,817−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −7,742−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −5,256−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −5,168−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −4,907−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,807−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,861−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −3,786−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −3,698−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −3,590−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| Miramar Capital, LLC | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −2,764−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,684−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| Anb Bank | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −1,984−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,367−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −346−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| PrairieView Partners, LLC | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |