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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q4 2025
Institutional positions in Umb Financial Corp as of Dec 31, 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
- 413
- +15 vs. Q3 2025
- Shares held
- 71.0M
- +1.84M (+2.7%) vs. Q3 2025
- Total value
- $8.17B
- −$13.2M (−0.2%) vs. Q3 2025
- New holders
- 50
- 128 more added
- Sold out
- 35
- 160 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 483 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,116,360 | $1.05B | 0.02% | +77,731+0.9% | Added |
| Vanguard Group Inc | 7,684,774 | $884.1M | 0.01% | −84,055−1.1% | Reduced |
| Umb Bank N A | 4,809,824 | $553.3M | 7.36% | +493,875+11.4% | Added |
| State Street Corp | 4,182,520 | $482.9M | 0.02% | −51,133−1.2% | Reduced |
| Dimensional Fund Advisors LP | 2,854,927 | $328.4M | 0.07% | +22,100+0.8% | Added |
| FMR LLC | 2,635,503 | $303.2M | 0.02% | +387,925+17.3% | Added |
| Wellington Management Group LLP | 2,590,780 | $298.0M | 0.05% | −508,018−16.4% | Reduced |
| Geode Capital Management, LLC | 1,907,978 | $219.5M | 0.01% | +33,078+1.8% | Added |
| Neuberger Berman Group LLC | 1,743,903 | $200.6M | 0.15% | −88,771−4.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,650,076 | $192.2M | 0.31% | −105,420−6.0% | Reduced |
| American Century Companies Inc | 1,511,248 | $173.9M | 0.09% | −83,132−5.2% | Reduced |
| Alliancebernstein L.P. | 1,442,873 | $166.0M | 0.05% | −12,284−0.8% | Reduced |
| Earnest Partners LLC | 1,306,642 | $150.3M | 0.64% | −65,011−4.7% | Reduced |
| Citadel Advisors LLC | 1,241,165 | $142.8M | 0.10% | +361,718+41.1% | Added |
| Victory Capital Management Inc | 1,103,086 | $126.9M | 0.07% | −118,977−9.7% | Reduced |
| Charles Schwab Investment Management Inc | 960,831 | $110.5M | 0.02% | −13,668−1.4% | Reduced |
| Northern Trust Corp | 853,298 | $98.2M | 0.01% | −75,858−8.2% | Reduced |
| Morgan Stanley | 816,382 | $93.9M | 0.01% | +90,689+12.5% | Added |
| Goldman Sachs Group Inc | 806,423 | $92.8M | 0.01% | −38,016−4.5% | Reduced |
| First Trust Advisors LP | 803,251 | $92.4M | 0.07% | +222,325+38.3% | Added |
| Nuveen, LLC | 790,745 | $91.0M | 0.02% | +62,449+8.6% | Added |
| Norges Bank | 746,569 | $85.9M | 0.01% | +746,569 | New |
| Principal Financial Group Inc | 727,019 | $83.6M | 0.04% | −24,258−3.2% | Reduced |
| GW&K Investment Management, LLC | 718,277 | $82.6M | 0.71% | −24,681−3.3% | Reduced |
| Bank of America Corp | 649,729 | $74.7M | 0.01% | −63,928−9.0% | Reduced |
| Global Alpha Capital Management Ltd. | 632,216 | $72.7M | 4.44% | −11,628−1.8% | Reduced |
| Clearbridge Investments, LLC | 614,037 | $70.6M | 0.06% | +9,147+1.5% | Added |
| Bank of New York Mellon Corp | 553,541 | $63.7M | 0.01% | −18,000−3.1% | Reduced |
| Schroder Investment Management Group | 480,513 | $56.1M | 0.04% | −23,179−4.6% | Reduced |
| Price T Rowe Associates Inc | 486,066 | $55.9M | 0.01% | +238,173+96.1% | Added |
| Captrust Financial Advisors | 459,419 | $52.9M | 0.10% | −647−0.1% | Reduced |
| Balyasny Asset Management LLC | 422,065 | $48.6M | 0.09% | +388,253+1,148.3% | Added |
| Adage Capital Partners GP, L.L.C. | 380,211 | $43.7M | 0.07% | +114,279+43.0% | Added |
| JPMorgan Chase & Co | 369,059 | $42.5M | 0.00% | +52,121+16.4% | Added |
| Johnson Investment Counsel Inc | 362,118 | $41.7M | 0.34% | +340,316+1,560.9% | Added |
| Massachusetts Financial Services Co | 353,241 | $40.6M | 0.01% | −12,462−3.4% | Reduced |
| UBS Group AG | 352,785 | $40.6M | 0.01% | −26,076−6.9% | Reduced |
| NFJ Investment Group, LLC | 348,236 | $40.1M | 1.45% | −9,484−2.7% | Reduced |
| Franklin Resources Inc | 346,704 | $39.9M | 0.01% | +26,792+8.4% | Added |
| Systematic Financial Management LP | 345,835 | $39.8M | 0.94% | −528−0.2% | Reduced |
| Neumeier Poma Investment Counsel LLC | 336,712 | $38.7M | 3.20% | −1,340−0.4% | Reduced |
| ProShare Advisors LLC | 309,657 | $35.6M | 0.06% | −26,299−7.8% | Reduced |
| Invesco Ltd. | 283,113 | $32.6M | 0.00% | +23,566+9.1% | Added |
| Raymond James Financial Inc | 275,603 | $31.7M | 0.01% | −2,194−0.8% | Reduced |
| Emerald Advisers, LLC | 275,296 | $31.7M | 0.98% | +65,733+31.4% | Added |
| Fisher Asset Management, LLC | 266,751 | $30.7M | 0.01% | −19,930−7.0% | Reduced |
| Boston Trust Walden Corp | 237,130 | $27.3M | 0.21% | −15,792−6.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 235,658 | $27.1M | 0.02% | +47,358+25.2% | Added |
| Stieven Capital Advisors, L.P. | 229,589 | $26.4M | 4.90% | −500−0.2% | Reduced |
| William Blair Investment Management, LLC | 225,846 | $26.0M | 0.07% | −23,280−9.3% | Reduced |
| Rhumbline Advisers | 224,506 | $25.8M | 0.02% | −16,288−6.8% | Reduced |
| Wells Fargo & Company | 205,651 | $23.7M | 0.00% | +23,941+13.2% | Added |
| SEI Investments Co | 194,472 | $22.4M | 0.02% | −5,002−2.5% | Reduced |
| New York State Common Retirement Fund | 193,936 | $22.3M | 0.03% | −1,148−0.6% | Reduced |
| WCM Investment Management, LLC | 185,085 | $21.6M | 0.04% | +1,285+0.7% | Added |
| Barclays PLC | 184,957 | $21.3M | 0.01% | +12,158+7.0% | Added |
| UBS Asset Management Americas Inc | 184,522 | $21.2M | 0.00% | +530+0.3% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $19.6M | 6.21% | 00.0% | Unchanged |
| Ceredex Value Advisors LLC | 162,175 | $18.7M | 0.56% | +7,725+5.0% | Added |
| Federated Hermes, Inc. | 160,990 | $18.5M | 0.03% | −92,718−36.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 158,617 | $18.2M | 0.89% | +45,301+40.0% | Added |
| Envestnet Asset Management Inc | 156,448 | $18.0M | 0.01% | −26,273−14.4% | Reduced |
| Swiss National Bank | 149,820 | $17.2M | 0.01% | +2,600+1.8% | Added |
| AQR Capital Management LLC | 149,473 | $17.2M | 0.01% | −38,709−20.6% | Reduced |
| Renaissance Technologies LLC | 139,270 | $16.0M | 0.02% | +31,200+28.9% | Added |
| Gator Capital Management, LLC | 136,130 | $15.7M | 3.24% | +34,480+33.9% | Added |
| Verition Fund Management LLC | 133,999 | $15.4M | 0.08% | +133,999 | New |
| Tributary Capital Management, LLC | 129,530 | $14.9M | 1.47% | −9,347−6.7% | Reduced |
| California Public Employees Retirement System | 127,893 | $14.7M | 0.01% | +180+0.1% | Added |
| Congress Asset Management Co | 117,591 | $13.5M | 0.10% | −234−0.2% | Reduced |
| Basswood Capital Management, L.L.C. | 115,120 | $13.2M | 0.58% | 00.0% | Unchanged |
| Legal & General Group Plc | 113,677 | $13.1M | 0.00% | −19,204−14.5% | Reduced |
| STRS Ohio | 102,000 | $11.7M | 0.04% | −17,700−14.8% | Reduced |
| Mutual of America Capital Management LLC | 100,127 | $11.5M | 0.12% | −6,744−6.3% | Reduced |
| Qube Research & Technologies Ltd | 96,625 | $11.1M | 0.02% | +96,625 | New |
| Deutsche Bank AG | 89,725 | $10.3M | 0.00% | −15,532−14.8% | Reduced |
| Retirement Systems of Alabama | 85,689 | $9.86M | 0.03% | −605−0.7% | Reduced |
| Creative Planning | 83,977 | $9.66M | 0.01% | +4,667+5.9% | Added |
| Ameriprise Financial Inc | 80,763 | $9.29M | 0.00% | −4,620−5.4% | Reduced |
| Third Avenue Management LLC | 78,245 | $9.00M | 1.64% | −19,273−19.8% | Reduced |
| MetLife Investment Management | 73,741 | $8.48M | 0.04% | −4,130−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 72,642 | $8.36M | 0.01% | −3,146−4.2% | Reduced |
| California State Teachers Retirement System | 71,181 | $8.19M | 0.01% | −63−0.1% | Reduced |
| Rafferty Asset Management, LLC | 71,101 | $8.18M | 0.03% | −17,451−19.7% | Reduced |
| Two Sigma Investments, LP | 69,930 | $8.04M | 0.01% | +31,230+80.7% | Added |
| Susquehanna Fundamental Investments, LLC | 68,740 | $7.91M | 0.27% | −2,196−3.1% | Reduced |
| Maltese Capital Management LLC | 65,000 | $7.48M | 1.33% | −6,000−8.5% | Reduced |
| Citigroup Inc | 61,925 | $7.12M | 0.00% | +1,462+2.4% | Added |
| Allianz Asset Management GmbH | 60,523 | $6.96M | 0.01% | +596+1.0% | Added |
| New York State Teachers Retirement System | 60,476 | $6.96M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 58,833 | $6.77M | 0.01% | +2,443+4.3% | Added |
| MidWestOne Financial Group, Inc. | 55,956 | $6.44M | 0.71% | −165−0.3% | Reduced |
| Brown Advisory Inc | 55,752 | $6.41M | 0.01% | +605+1.1% | Added |
| Thrivent Financial for Lutherans | 55,276 | $6.36M | 0.01% | −264−0.5% | Reduced |
| King Luther Capital Management Corp | 55,276 | $6.36M | 0.03% | +2,742+5.2% | Added |
| CBOE Vest Financial, LLC | 53,104 | $6.11M | 0.08% | +17,899+50.8% | Added |
| Karl Kapital LLC | 51,728 | $5.95M | 5.28% | +51,728 | New |
| Triveni Capital Investments LP | 50,932 | $5.86M | 4.37% | +50,932 | New |
| Wedge Capital Management L L P | 49,980 | $5.75M | 0.10% | +1,782+3.7% | Added |
| Midwest Trust Co | 49,656 | $5.71M | 0.07% | −1,480−2.9% | Reduced |