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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 48,198 | $5.70M | 0.10% | −9,075−15.8% | Reduced |
| Mariner, LLC | 46,937 | $5.55M | 0.01% | +17,183+57.8% | Added |
| Oppenheimer Asset Management Inc. | 45,926 | $5.44M | 0.06% | +3,232+7.6% | Added |
| GHP Investment Advisors, Inc. | 45,887 | $5.43M | 0.23% | +642+1.4% | Added |
| Advisor Group Holdings, Inc. | 43,240 | $5.27M | 0.01% | +36+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 44,168 | $5.23M | 0.02% | +4,827+12.3% | Added |
| Phocas Financial Corp. | 43,508 | $5.15M | 0.67% | +884+2.1% | Added |
| Fieldview Capital Management, LLC | 41,859 | $4.95M | 0.81% | +4,138+11.0% | Added |
| Two Sigma Investments, LP | 38,700 | $4.58M | 0.01% | −83,146−68.2% | Reduced |
| Commerce Bank | 38,693 | $4.58M | 0.03% | −257−0.7% | Reduced |
| CBOE Vest Financial, LLC | 35,205 | $4.17M | 0.05% | +15,201+76.0% | Added |
| LPL Financial LLC | 34,227 | $4.05M | 0.00% | +1,618+5.0% | Added |
| Comerica Bank | 34,220 | $4.05M | 0.02% | −624−1.8% | Reduced |
| Millennium Management LLC | 34,054 | $4.03M | 0.00% | −115,650−77.3% | Reduced |
| Balyasny Asset Management LLC | 33,812 | $4.00M | 0.01% | +23,192+218.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 33,778 | $4.00M | 0.01% | −6,080−15.3% | Reduced |
| Janus Henderson Group PLC | 33,001 | $3.91M | 0.00% | +1,989+6.4% | Added |
| OP Asset Management Ltd | 31,830 | $3.77M | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 31,274 | $3.70M | 0.03% | +150.0% | Added |
| Susquehanna International Group, LLP | 31,060 | $3.68M | 0.01% | −91,138−74.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 30,502 | $3.61M | 2.92% | +1,200+4.1% | Added |
| Intech Investment Management LLC | 30,442 | $3.60M | 0.03% | −656−2.1% | Reduced |
| Russell Investments Group, Ltd. | 29,557 | $3.50M | 0.00% | +4,099+16.1% | Added |
| State of Tennessee, Treasury Department | 29,457 | $3.49M | 0.01% | +6,214+26.7% | Added |
| Great Lakes Advisors, LLC | 29,303 | $3.47M | 0.03% | −20,193−40.8% | Reduced |
| Truist Financial Corp | 29,067 | $3.44M | 0.00% | +8,641+42.3% | Added |
| Buckingham Strategic Partners | 27,668 | $3.26M | 0.04% | +1,581+6.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 27,178 | $3.22M | 0.03% | +27,178 | New |
| Cerity Partners LLC | 27,014 | $3.20M | 0.01% | +4,987+22.6% | Added |
| FJ Capital Management LLC | 26,549 | $3.14M | 0.34% | +26,549 | New |
| 1832 Asset Management L.P. | 26,400 | $3.12M | 0.01% | +26,400 | New |
| Dynamic Technology Lab Private Ltd | 26,070 | $3.09M | 0.52% | +22,640+660.1% | Added |
| Integrated Advisors Network LLC | 25,753 | $3.05M | 0.13% | +903+3.6% | Added |
| Friday Financial | 25,559 | $3.02M | 1.27% | +655+2.6% | Added |
| Horizon Investments, LLC | 25,128 | $2.97M | 0.04% | +25,128 | New |
| BNP Paribas Arbitrage, SA | 24,301 | $2.88M | 0.00% | +8,271+51.6% | Added |
| Petiole USA ltd | 24,122 | $2.85M | 1.97% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $2.71M | 0.04% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 22,908 | $2.71M | 0.01% | +1,787+8.5% | Added |
| Holocene Advisors, LP | 22,830 | $2.70M | 0.01% | −19,599−46.2% | Reduced |
| Ensign Peak Advisors, Inc | 22,714 | $2.69M | 0.00% | −3,110−12.0% | Reduced |
| Yousif Capital Management, LLC | 22,467 | $2.66M | 0.03% | −1,466−6.1% | Reduced |
| Arizona State Retirement System | 22,408 | $2.65M | 0.01% | +1,218+5.7% | Added |
| Johnson Investment Counsel Inc | 21,802 | $2.58M | 0.02% | +311+1.4% | Added |
| Knights of Columbus Asset Advisors LLC | 21,261 | $2.52M | 0.14% | +858+4.2% | Added |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.51M | 0.02% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 21,106 | $2.50M | 0.22% | −507−2.3% | Reduced |
| Guggenheim Capital LLC | 21,063 | $2.49M | 0.02% | −2,437−10.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,938 | $2.48M | 0.01% | +2,138+11.4% | Added |
| Old National Bancorp | 20,572 | $2.43M | 0.04% | −2,262−9.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,282 | $2.40M | 0.02% | +3,804+23.1% | Added |
| Prudential Financial Inc | 19,976 | $2.36M | 0.00% | −40,785−67.1% | Reduced |
| Louisiana State Employees Retirement System | 19,900 | $2.36M | 0.04% | −200−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 19,819 | $2.35M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 19,454 | $2.30M | 0.07% | −1,826−8.6% | Reduced |
| Nisa Investment Advisors, LLC | 19,121 | $2.27M | 0.01% | +30.0% | Added |
| Stifel Financial Corp | 18,689 | $2.21M | 0.00% | +2,259+13.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,318 | $2.17M | 0.01% | −18−0.1% | Reduced |
| First National Bank of Omaha | 18,232 | $2.16M | 0.14% | −1,386−7.1% | Reduced |
| Teacher Retirement System of Texas | 18,200 | $2.15M | 0.01% | +2,958+19.4% | Added |
| HRT Financial LP | 18,095 | $2.14M | 0.01% | +18,095 | New |
| Wealth Enhancement Advisory Services, LLC | 17,995 | $2.13M | 0.00% | −1,545−7.9% | Reduced |
| Handelsbanken Fonder AB | 17,990 | $2.13M | 0.01% | +3,300+22.5% | Added |
| State of Michigan Retirement System | 17,041 | $2.02M | 0.01% | −100−0.6% | Reduced |
| Quadrant Capital Group LLC | 16,560 | $1.96M | 0.06% | +129+0.8% | Added |
| Atria Investments LLC | 16,450 | $1.95M | 0.02% | +677+4.3% | Added |
| Gamco Investors, Inc. Et Al | 15,996 | $1.89M | 0.02% | −2,718−14.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,908 | $1.88M | 0.03% | −27−0.2% | Reduced |
| KLP Kapitalforvaltning AS | 15,795 | $1.87M | 0.01% | +1,000+6.8% | Added |
| US Bancorp | 15,766 | $1.87M | 0.00% | −520−3.2% | Reduced |
| Paragon Capital Management LLC | 15,603 | $1.85M | 0.89% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,831 | $1.76M | 0.01% | +7,555+103.8% | Added |
| CWM, LLC | 14,679 | $1.74M | 0.01% | +3,611+32.6% | Added |
| SG Americas Securities, LLC | 14,459 | $1.71M | 0.01% | +12,647+698.0% | Added |
| Oregon Public Employees Retirement Fund | 14,416 | $1.71M | 0.02% | −200−1.4% | Reduced |
| Interval Partners, LP | 14,296 | $1.69M | 0.04% | −18,248−56.1% | Reduced |
| Brinker Capital Investments, LLC | 13,983 | $1.65M | 0.01% | +3,260+30.4% | Added |
| New Mexico Educational Retirement Board | 13,900 | $1.65M | 0.05% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.61M | 1.26% | 00.0% | Unchanged |
| Voya Investment Management LLC | 13,096 | $1.55M | 0.00% | −6,350−32.7% | Reduced |
| Fortress Wealth Management, Inc. | 12,780 | $1.51M | 0.67% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 12,363 | $1.47M | 0.07% | +12,363 | New |
| Sterling Capital Management LLC | 12,096 | $1.43M | 0.02% | +2,287+23.3% | Added |
| SJS Investment Consulting Inc. | 10,995 | $1.30M | 0.18% | −13,000−54.2% | Reduced |
| Pictet Asset Management Holding SA | 10,960 | $1.30M | 0.00% | −375−3.3% | Reduced |
| Atwood & Palmer Inc | 10,729 | $1.27M | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,374 | $1.23M | 0.00% | +1,919+22.7% | Added |
| Xponance, Inc. | 10,224 | $1.21M | 0.01% | −140−1.4% | Reduced |
| Accredited Investors Inc. | 9,939 | $1.18M | 0.07% | 00.0% | Unchanged |
| Meritage Portfolio Management | 9,910 | $1.17M | 0.08% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,876 | $1.17M | 0.01% | +1,431+16.9% | Added |
| State Board of Administration of Florida Retirement System | 9,869 | $1.17M | 0.00% | −1,000−9.2% | Reduced |
| GWM Advisors LLC | 9,789 | $1.16M | 0.01% | +4,322+79.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,723 | $1.15M | 0.00% | −565−5.5% | Reduced |
| Pacer Advisors, Inc. | 9,390 | $1.11M | 0.00% | +7,322+354.1% | Added |
| CenterBook Partners LP | 8,879 | $1.05M | 0.05% | +1,648+22.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 8,613 | $1.02M | 0.00% | +1,695+24.5% | Added |
| Bridgewater Associates, LP | 8,442 | $999.1K | 0.00% | +8,442 | New |
| Cetera Investment Advisers | 8,413 | $995.8K | 0.00% | +4,181+98.8% | Added |
| Hancock Whitney Corp | 8,077 | $955.9K | 0.02% | +5,050+166.8% | Added |