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 |
|---|---|---|---|---|---|
| Country Club Bank | 7,929 | $939.5K | 0.06% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,845 | $928.5K | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,801 | $923.0K | 0.01% | −220−2.7% | Reduced |
| Fiduciary Trust Co | 7,762 | $918.6K | 0.01% | +2,777+55.7% | Added |
| CIBC Bancorp USA Inc. | 7,751 | $917.3K | 0.01% | +7,751 | New |
| RSM US Wealth Management LLC | 7,626 | $905.1K | 0.01% | −4,974−39.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,615 | $901.3K | 0.03% | +93+1.2% | Added |
| HighTower Advisors, LLC | 7,594 | $899.0K | 0.00% | +534+7.6% | Added |
| Armistice Capital, LLC | 7,580 | $897.1K | 0.03% | +7,580 | New |
| Bank of Montreal | 7,466 | $883.6K | 0.00% | −969−11.5% | Reduced |
| Kavar Capital Partners Group, LLC | 7,402 | $876.0K | 0.12% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,195 | $851.5K | 0.00% | +330+4.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,017 | $830.5K | 0.03% | +7,017 | New |
| First Citizens Bank & Trust Co | 6,980 | $826.1K | 0.02% | +378+5.7% | Added |
| Concurrent Investment Advisors, LLC | 6,312 | $747.0K | 0.01% | +44+0.7% | Added |
| JustInvest LLC | 6,149 | $728.2K | 0.01% | +218+3.7% | Added |
| Quantinno Capital Management LP | 5,951 | $704.4K | 0.00% | +1,929+48.0% | Added |
| Bayview Asset Management, LLC | 5,741 | $679.4K | 0.52% | +241+4.4% | Added |
| Marshall Wace, LLP | 5,533 | $654.8K | 0.00% | +5,533 | New |
| Public Employees Retirement Association of Colorado | 5,486 | $649.0K | 0.00% | +2,270+70.6% | Added |
| Securian Asset Management, Inc | 5,335 | $631.4K | 0.02% | −100−1.8% | Reduced |
| Cambria Investment Management, L.P. | 5,321 | $629.7K | 0.04% | +1,062+24.9% | Added |
| Jones Financial Companies LLLP | 5,114 | $606.4K | 0.00% | +621+13.8% | Added |
| Financial Advisory Service, Inc. | 5,102 | $603.8K | 0.04% | −39−0.8% | Reduced |
| Whelan Financial | 5,006 | $592.5K | 0.19% | +64+1.3% | Added |
| WealthPlan Investment Management, LLC | 4,927 | $583.1K | 0.04% | −170−3.3% | Reduced |
| KLCM Advisors, Inc. | 4,878 | $577.3K | 0.06% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $575.5K | 0.02% | 00.0% | Unchanged |
| Connable Office Inc | 4,851 | $574.1K | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 4,808 | $569.0K | 0.00% | +118+2.5% | Added |
| Vontobel Holding Ltd. | 4,798 | $567.8K | 0.00% | −224−4.5% | Reduced |
| Keybank National Association | 4,786 | $566.4K | 0.00% | −101−2.1% | Reduced |
| Hamilton Capital Partners Inc. | 4,674 | $553.2K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,622 | $548.5K | 0.01% | +593+14.7% | Added |
| State of Wyoming | 4,615 | $546.2K | 0.06% | +3,165+218.3% | Added |
| Trust Point Inc. | 4,518 | $534.7K | 0.04% | +480+11.9% | Added |
| Park Avenue Securities LLC | 4,379 | $518.0K | 0.00% | +502+12.9% | Added |
| Merit Financial Group, LLC | 4,362 | $516.2K | 0.00% | +2,416+124.2% | Added |
| Douglass Winthrop Advisors, LLC | 4,140 | $490.0K | 0.01% | −1,685−28.9% | Reduced |
| Farmers & Merchants Investments Inc | 4,058 | $480.3K | 0.01% | +5+0.1% | Added |
| Papp L Roy & Associates | 4,030 | $477.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,021 | $475.9K | 0.01% | +8+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $473.4K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,921 | $464.1K | 0.00% | +437+12.5% | Added |
| Verdence Capital Advisors LLC | 4,090 | $459.9K | 0.03% | +4,090 | New |
| Profund Advisors LLC | 3,882 | $459.4K | 0.01% | −56−1.4% | Reduced |
| N.E.W. Advisory Services LLC | 3,799 | $449.6K | 0.04% | −65−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 3,779 | $447.0K | 0.00% | −608−13.9% | Reduced |
| Savant Capital, LLC | 3,749 | $443.7K | 0.00% | +3,749 | New |
| First National Advisers, LLC | 3,742 | $442.9K | 0.06% | +172+4.8% | Added |
| First Community Trust NA | 3,730 | $441.4K | 0.34% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,668 | $434.1K | 0.00% | +203+5.9% | Added |
| Optimize Financial Inc | 3,627 | $429.3K | 0.22% | +3,627 | New |
| HSBC Holdings PLC | 3,571 | $422.6K | 0.00% | −1,561−30.4% | Reduced |
| Two Sigma Advisers, LP | 3,455 | $408.9K | 0.00% | −47,010−93.2% | Reduced |
| Swiss Life Asset Management Ltd | 3,445 | $407.7K | 0.00% | +3,445 | New |
| Sequoia Financial Advisors, LLC | 3,407 | $403.2K | 0.00% | +101+3.1% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $400.9K | 0.19% | 00.0% | Unchanged |
| Ethic Inc. | 3,326 | $393.6K | 0.01% | +437+15.1% | Added |
| Oppenheimer & Co Inc | 3,313 | $392.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,201 | $378.8K | 0.01% | +1,148+55.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,122 | $371.1K | 0.00% | +179+6.1% | Added |
| LexAurum Advisors, LLC | 3,133 | $370.8K | 0.05% | +10.0% | Added |
| MQS Management LLC | 2,987 | $353.5K | 0.21% | +2,987 | New |
| GTS Securities LLC | 2,984 | $353.2K | 0.01% | +567+23.5% | Added |
| Integrated Investment Consultants, LLC | 2,960 | $350.3K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,910 | $344.4K | 0.00% | +506+21.0% | Added |
| ETF Store, Inc. | 2,908 | $344.2K | 0.37% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,802 | $331.6K | 0.00% | −17−0.6% | Reduced |
| High Net Worth Advisory Group LLC | 2,801 | $331.6K | 0.08% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 2,800 | $331.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,734 | $323.6K | 0.00% | +73+2.7% | Added |
| Tower Research Capital LLC (TRC) | 2,726 | $322.6K | 0.01% | −6,882−71.6% | Reduced |
| Forum Financial Management, LP | 2,719 | $321.8K | 0.00% | +6+0.2% | Added |
| Pitcairn Co | 2,661 | $314.9K | 0.02% | −974−26.8% | Reduced |
| RMG Wealth Management LLC | 2,800 | $314.3K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,643 | $312.8K | 0.01% | −549−17.2% | Reduced |
| High Note Wealth, LLC | 2,642 | $312.7K | 0.06% | +313+13.4% | Added |
| Atlantic Union Bankshares Corp | 2,490 | $294.7K | 0.01% | +2,490 | New |
| First Affirmative Financial Network | 2,462 | $291.4K | 0.14% | +73+3.1% | Added |
| Mercer Global Advisors Inc | 2,461 | $291.3K | 0.00% | +2,461 | New |
| Shelton Capital Management | 2,414 | $285.7K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 2,400 | $284.0K | 0.00% | +69+3.0% | Added |
| XTX Topco Ltd | 2,367 | $280.1K | 0.01% | +2,367 | New |
| Aptus Capital Advisors, LLC | 2,354 | $278.6K | 0.00% | −174−6.9% | Reduced |
| Everence Capital Management Inc | 2,320 | $275.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,278 | $269.6K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,276 | $269.4K | 0.01% | +2,276 | New |
| Two Sigma Securities, LLC | 2,262 | $267.7K | 0.04% | +2,262 | New |
| Avantax Planning Partners, Inc. | 2,240 | $265.2K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,234 | $264.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,220 | $263.6K | 0.02% | −176−7.3% | Reduced |
| Regions Financial Corp | 2,214 | $262.0K | 0.00% | +7+0.3% | Added |
| Equitable Holdings, Inc. | 2,134 | $252.6K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,092 | $248.0K | 0.00% | −528−20.2% | Reduced |
| National Asset Management, Inc. | 2,048 | $242.4K | 0.01% | +65+3.3% | Added |
| Panagora Asset Management Inc | 2,032 | $240.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,016 | $239.4K | 0.01% | +2,016 | New |
| Sanctuary Advisors, LLC | 1,966 | $232.7K | 0.00% | +1,966 | New |
| Bridgewealth Advisory Group, LLC | 1,938 | $229.4K | 0.05% | 00.0% | Unchanged |