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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $115 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $115 | 0.00% | +1 | New |
| Elyxium Wealth, LLC | 1 | $115 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $116 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $168 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 2 | $230 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 3 | $345 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 5 | $575 | 0.00% | −4−44.4% | Reduced |
| HFM Investment Advisors, LLC | 5 | $576 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $691 | 0.00% | +2+50.0% | Added |
| WPG Advisers, LLC | 7 | $805 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $807 | 0.00% | +2+40.0% | Added |
| Rossby Financial, LCC | 9 | $1.03K | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $1.38K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $1.61K | 0.00% | −1−6.7% | Reduced |
| Spire Wealth Management | 16 | $1.84K | 0.00% | −1−5.9% | Reduced |
| Essential Partners LLC | 17 | $1.96K | 0.00% | −55−76.4% | Reduced |
| Turning Point Benefit Group, Inc. | 17 | $1.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 18 | $2.07K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 20 | $2.30K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 21 | $2.42K | 0.00% | +21 | New |
| Parkside Financial Bank & Trust | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $2.76K | 0.00% | −11−31.4% | Reduced |
| Fortitude Family Office, LLC | 25 | $2.88K | 0.00% | +3+13.6% | Added |
| Washington Trust Advisors, Inc. | 30 | $3.48K | 0.00% | +3+11.1% | Added |
| Sunbelt Securities, Inc. | 33 | $3.80K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 33 | $3.80K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $4.14K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 35 | $4.19K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 45 | $5.18K | 0.00% | +45 | New |
| HHM Wealth Advisors, LLC | 56 | $6.44K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $6.90K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 63 | $7.25K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $8.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $8.64K | 0.00% | +20+36.4% | Added |
| Huntington National Bank | 78 | $8.97K | 0.00% | −4−4.9% | Reduced |
| Brown Brothers Harriman & Co | 90 | $10.4K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 95 | $10.9K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $11.5K | 0.00% | +100 | New |
| Massmutual Trust Co FSB | 130 | $15.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 139 | $16.0K | 0.00% | −5−3.5% | Reduced |
| Quent Capital, LLC | 149 | $17.1K | 0.00% | +2+1.4% | Added |
| Accent Capital Management, LLC | 150 | $17.3K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 156 | $18.0K | 0.01% | +156 | New |
| Root Financial Partners, LLC | 168 | $19.3K | 0.00% | +28+20.0% | Added |
| Harbor Capital Advisors, Inc. | 187 | $22.0K | 0.00% | −3−1.6% | Reduced |
| Wellington-Altus USA Inc. | 209 | $24.0K | 0.02% | +209 | New |
| Private Trust Co NA | 223 | $25.7K | 0.00% | +11+5.2% | Added |
| Fairman Group, LLC | 226 | $26.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 231 | $26.6K | 0.00% | −20−8.0% | Reduced |
| Kerr Financial Planning Corp | 203 | $26.6K | 0.04% | +17+9.1% | Added |
| Kemnay Advisory Services Inc. | 234 | $26.9K | 0.00% | +234 | New |
| Central Trust Co | 238 | $27.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 265 | $30.5K | 0.00% | −28−9.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $31.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 291 | $33.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 295 | $33.9K | 0.00% | −216−42.3% | Reduced |
| Hilton Head Capital Partners, LLC | 296 | $34.1K | 0.02% | +296 | New |
| Nomura Asset Management Co Ltd | 300 | $34.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $34.5K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 321 | $37.0K | 0.02% | +321 | New |
| Rothschild Investment LLC | 341 | $39.2K | 0.00% | −1,080−76.0% | Reduced |
| Optiver Holding B.V. | 366 | $42.1K | 0.00% | −225−38.1% | Reduced |
| Wellington Grp LLC | 374 | $43.0K | 0.01% | +374 | New |
| EverSource Wealth Advisors, LLC | 379 | $43.6K | 0.00% | +7+1.9% | Added |
| Global Retirement Partners, LLC | 405 | $46.6K | 0.00% | +327+419.2% | Added |
| Northwestern Mutual Wealth Management Co | 425 | $48.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 442 | $50.8K | 0.01% | +376+569.7% | Added |
| Bessemer Group Inc | 453 | $52.0K | 0.00% | +33+7.9% | Added |
| Versant Capital Management, Inc | 510 | $58.7K | 0.01% | +15+3.0% | Added |
| Fifth Third Bancorp | 576 | $66.3K | 0.00% | −18−3.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 588 | $67.6K | 0.01% | +588 | New |
| Kestra Advisory Services, LLC | 599 | $68.9K | 0.00% | +599 | New |
| Aster Capital Management (DIFC) Ltd | 638 | $73.4K | 0.03% | +638 | New |
| Clarity Asset Management, Inc. | 648 | $74.5K | 0.04% | +2+0.3% | Added |
| Trust Co | 670 | $77.1K | 0.01% | +670 | New |
| Eurizon Capital SGR S.p.A. | 763 | $88.2K | 0.00% | +763 | New |
| Marquette Asset Management, LLC | 826 | $95.0K | 0.01% | +13+1.6% | Added |
| Hilltop National Bank | 882 | $101.5K | 0.02% | −119−11.9% | Reduced |
| Smartleaf Asset Management LLC | 888 | $103.6K | 0.00% | +136+18.1% | Added |
| MAI Capital Management | 927 | $106.7K | 0.00% | −43−4.4% | Reduced |
| 1620 Investment Advisors, Inc. | 978 | $112.5K | 0.07% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,092 | $126.0K | 0.00% | +337+44.6% | Added |
| Covestor Ltd | 1,142 | $131.0K | 0.07% | +344+43.1% | Added |
| Quest Partners LLC | 1,175 | $135.2K | 0.01% | −455−27.9% | Reduced |
| Quantbot Technologies LP | 1,212 | $139.4K | 0.00% | +1,212 | New |
| Parallel Advisors, LLC | 1,217 | $140.0K | 0.00% | +15+1.2% | Added |
| Los Angeles Capital Management LLC | 1,396 | $150.1K | 0.00% | +1,396 | New |
| Danske Bank A/S | 1,310 | $150.7K | 0.00% | +500+61.7% | Added |
| Bayforest Capital Ltd | 1,319 | $151.7K | 0.11% | −139−9.5% | Reduced |
| Horizon Investments, LLC | 1,339 | $154.0K | 0.00% | −23,789−94.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,339 | $154.0K | 0.00% | +1,339 | New |