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 |
|---|---|---|---|---|---|
| Farringdon Capital, Ltd. | 1,925 | $227.8K | 0.06% | −5,271−73.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | $224.9K | 0.09% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,874 | $221.8K | 0.03% | +1,874 | New |
| Advantage Alpha Capital Partners LP | 1,859 | $220.0K | 0.07% | +1,859 | New |
| Ritholtz Wealth Management | 1,843 | $218.1K | 0.00% | +1,843 | New |
| JNBA Financial Advisors | 1,841 | $217.9K | 0.02% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,837 | $217.4K | 0.10% | −378−17.1% | Reduced |
| Magnetar Financial LLC | 1,811 | $214.3K | 0.00% | −28,124−94.0% | Reduced |
| United Capital Financial Advisers, LLC | 1,746 | $206.6K | 0.00% | +1,746 | New |
| Abel Hall, LLC | 1,711 | $202.5K | 0.08% | +1,711 | New |
| Blueshift Asset Management, LLC | 1,706 | $201.9K | 0.06% | −700−29.1% | Reduced |
| Quest Partners LLC | 1,630 | $192.9K | 0.01% | +456+38.8% | Added |
| Bayforest Capital Ltd | 1,458 | $172.6K | 0.08% | +1,458 | New |
| Hantz Financial Services, Inc. | 1,444 | $171.0K | 0.00% | +1,340+1,288.5% | Added |
| Rothschild Investment LLC | 1,421 | $168.2K | 0.01% | +1,144+413.0% | Added |
| Pinney & Scofield, Inc. | 1,346 | $159.3K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,345 | $159.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,226 | $145.1K | 0.01% | −1,087−47.0% | Reduced |
| Parallel Advisors, LLC | 1,202 | $142.3K | 0.00% | +13+1.1% | Added |
| GAMMA Investing LLC | 1,152 | $136.3K | 0.01% | +268+30.3% | Added |
| Hilltop National Bank | 1,001 | $118.5K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 978 | $115.7K | 0.08% | +967+8,790.9% | Added |
| MAI Capital Management | 970 | $114.8K | 0.00% | −201−17.2% | Reduced |
| Shell Asset Management Co | 935 | $111.0K | 0.01% | −1,011−52.0% | Reduced |
| Rockefeller Capital Management L.P. | 858 | $101.5K | 0.00% | +858 | New |
| Marquette Asset Management, LLC | 813 | $96.2K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 810 | $95.9K | 0.00% | −74−8.4% | Reduced |
| Covestor Ltd | 798 | $94.0K | 0.05% | +252+46.2% | Added |
| Smartleaf Asset Management LLC | 752 | $89.1K | 0.01% | +472+168.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 755 | $89.0K | 0.00% | +27+3.7% | Added |
| Wealthspire Advisors, LLC | 697 | $82.5K | 0.00% | +697 | New |
| Principal Securities, Inc. | 675 | $79.9K | 0.00% | +123+22.3% | Added |
| Clarity Asset Management, Inc. | 646 | $76.4K | 0.04% | +3+0.5% | Added |
| Fifth Third Bancorp | 594 | $70.3K | 0.00% | +53+9.8% | Added |
| Optiver Holding B.V. | 591 | $69.9K | 0.00% | +2+0.3% | Added |
| SRS Capital Advisors, Inc. | 511 | $60.5K | 0.00% | +287+128.1% | Added |
| Versant Capital Management, Inc | 495 | $58.6K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 438 | $52.0K | 0.00% | −58−11.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 425 | $50.3K | 0.00% | +199+88.1% | Added |
| Bessemer Group Inc | 420 | $50.0K | 0.00% | +177+72.8% | Added |
| EverSource Wealth Advisors, LLC | 372 | $44.0K | 0.00% | −33−8.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 345 | $41.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 300 | $35.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $35.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 293 | $34.7K | 0.00% | −2,404−89.1% | Reduced |
| McIlrath & Eck, LLC | 291 | $34.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $31.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 253 | $30.0K | 0.01% | +1+0.4% | Added |
| Allworth Financial LP | 251 | $29.7K | 0.00% | +55+28.1% | Added |
| Farther Finance Advisors, LLC | 249 | $29.5K | 0.00% | +171+219.2% | Added |
| Central Trust Co | 238 | $28.2K | 0.00% | +72+43.4% | Added |
| Fairman Group, LLC | 226 | $26.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 212 | $25.1K | 0.00% | +43+25.4% | Added |
| Harbor Capital Advisors, Inc. | 190 | $22.0K | 0.00% | −83−30.4% | Reduced |
| Kerr Financial Planning Corp | 186 | $19.9K | 0.03% | +186 | New |
| Accent Capital Management, LLC | 150 | $17.8K | 0.01% | +55+57.9% | Added |
| Quent Capital, LLC | 147 | $17.4K | 0.00% | +147 | New |
| Larson Financial Group LLC | 144 | $17.0K | 0.00% | +3+2.1% | Added |
| Root Financial Partners, LLC | 140 | $16.6K | 0.00% | +140 | New |
| Massmutual Trust Co FSB | 130 | $15.4K | 0.00% | −15−10.3% | Reduced |
| Horizon Financial Services, LLC | 95 | $11.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 90 | $10.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 82 | $9.70K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 78 | $9.24K | 0.00% | +5+6.8% | Added |
| Ronald Blue Trust, Inc. | 73 | $8.64K | 0.00% | −503−87.3% | Reduced |
| Essential Partners LLC | 72 | $8.52K | 0.00% | +68+1,700.0% | Added |
| Hemington Wealth Management | 74 | $8.00K | 0.00% | +11+17.5% | Added |
| Caitong International Asset Management Co., Ltd | 66 | $7.81K | 0.01% | +66 | New |
| Winch Advisory Services, LLC | 66 | $7.80K | 0.00% | −169−71.9% | Reduced |
| Key Financial Inc | 63 | $7.45K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $7.10K | 0.00% | +10+20.0% | Added |
| HHM Wealth Advisors, LLC | 56 | $6.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $6.51K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 50 | $5.92K | 0.00% | +50 | New |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $4.26K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 36 | $4.26K | 0.00% | +36 | New |
| Salomon & Ludwin, LLC | 35 | $4.18K | 0.00% | +35 | New |
| Private Wealth Management Group, LLC | 35 | $4.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 33 | $3.91K | 0.00% | +33 | Added |
| Sunbelt Securities, Inc. | 33 | $3.91K | 0.00% | +33 | New |
| Washington Trust Advisors, Inc. | 27 | $3.19K | 0.00% | +27 | New |
| JPL Wealth Management, LLC | 23 | $2.72K | 0.00% | +23 | New |
| Parkside Financial Bank & Trust | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 22 | $2.60K | 0.00% | +22 | New |
| Quarry LP | 21 | $2.48K | 0.00% | −58−73.4% | Reduced |
| NBC Securities, Inc. | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 18 | $2.13K | 0.00% | +18 | New |
| Spire Wealth Management | 17 | $2.01K | 0.00% | −3−15.0% | Reduced |
| Turning Point Benefit Group, Inc. | 17 | $2.01K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.78K | 0.00% | +6+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.58K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $1.06K | 0.00% | −3−25.0% | Reduced |
| Cloud Capital Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Tortoise Investment Management, LLC | 7 | $828 | 0.00% | +6+600.0% | Added |
| WPG Advisers, LLC | 7 | $828 | 0.00% | +7 | New |