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 |
|---|---|---|---|---|---|
| Pinney & Scofield, Inc. | 1,346 | $154.9K | 0.09% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,373 | $157.9K | 0.01% | +221+19.2% | Added |
| AdvisorNet Financial, Inc | 1,374 | $158.1K | 0.01% | +29+2.2% | Added |
| Rockefeller Capital Management L.P. | 1,628 | $187.3K | 0.00% | +770+89.7% | Added |
| State of Wyoming | 1,666 | $191.7K | 0.02% | −2,949−63.9% | Reduced |
| Elevated Capital Advisors, LLC | 1,667 | $191.8K | 0.04% | +1,667 | New |
| Aprio Wealth Management, LLC | 1,812 | $208.5K | 0.01% | +1,812 | New |
| Brevan Howard Capital Management LP | 1,821 | $209.5K | 0.00% | +1,821 | New |
| JNBA Financial Advisors | 1,841 | $211.8K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,844 | $212.1K | 0.00% | +98+5.6% | Added |
| Ritholtz Wealth Management | 1,846 | $212.4K | 0.00% | +3+0.2% | Added |
| Ellenbecker Investment Group | 1,874 | $215.6K | 0.03% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 1,938 | $222.9K | 0.05% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 1,974 | $227.1K | 0.00% | +8+0.4% | Added |
| Avantax Planning Partners, Inc. | 1,986 | $228.5K | 0.01% | −254−11.3% | Reduced |
| Guardian Wealth Advisors, LLC | 2,002 | $231.3K | 0.01% | −218−9.8% | Reduced |
| Panagora Asset Management Inc | 2,032 | $233.8K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,035 | $234.1K | 0.01% | −13−0.6% | Reduced |
| Janney Montgomery Scott LLC | 2,045 | $235.0K | 0.00% | −47−2.2% | Reduced |
| Hantz Financial Services, Inc. | 2,067 | $238.0K | 0.00% | +623+43.1% | Added |
| Ashton Thomas Private Wealth, LLC | 2,080 | $240.2K | 0.01% | +64+3.2% | Added |
| Amundi | 2,090 | $240.4K | 0.00% | +2,090 | New |
| Equitable Holdings, Inc. | 2,134 | $245.5K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,140 | $246.2K | 0.00% | −214−9.1% | Reduced |
| HighPoint Advisor Group LLC | 2,163 | $248.8K | 0.01% | −113−5.0% | Reduced |
| Regions Financial Corp | 2,167 | $249.3K | 0.00% | −47−2.1% | Reduced |
| KBC Group NV | 2,234 | $257.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,278 | $262.1K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,320 | $267.0K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 2,365 | $272.1K | 0.04% | +2,365 | New |
| Greenleaf Trust | 2,368 | $272.4K | 0.00% | −32−1.3% | Reduced |
| Assetmark, Inc | 2,393 | $275.3K | 0.00% | −341−12.5% | Reduced |
| Coldstream Capital Management Inc | 2,395 | $275.5K | 0.00% | −806−25.2% | Reduced |
| 1832 Asset Management L.P. | 2,398 | $275.9K | 0.00% | −24,002−90.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,400 | $276.1K | 0.10% | +500+26.3% | Added |
| Shelton Capital Management | 2,414 | $277.7K | 0.01% | 00.0% | Unchanged |
| PCM Encore, LLC | 2,431 | $279.7K | 0.06% | +2,431 | New |
| Mercer Global Advisors Inc | 2,563 | $294.9K | 0.00% | +102+4.1% | Added |
| Resources Investment Advisors, LLC. | 2,620 | $301.4K | 0.00% | −290−10.0% | Reduced |
| High Note Wealth, LLC | 2,623 | $301.8K | 0.06% | −19−0.7% | Reduced |
| Spirepoint Private Client, LLC | 2,701 | $310.7K | 0.03% | +2,701 | New |
| Forum Financial Management, LP | 2,722 | $313.1K | 0.00% | +3+0.1% | Added |
| MQS Management LLC | 2,789 | $320.8K | 0.19% | −198−6.6% | Reduced |
| Kornitzer Capital Management Inc | 2,800 | $322.1K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,802 | $322.4K | 0.07% | +10.0% | Added |
| Jane Street Group, LLC | 2,807 | $322.9K | 0.00% | −69,321−96.1% | Reduced |
| ETF Store, Inc. | 2,908 | $334.5K | 0.34% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,910 | $334.8K | 0.00% | +108+3.9% | Added |
| Moors & Cabot, Inc. | 2,943 | $338.6K | 0.01% | +300+11.4% | Added |
| Ethic Inc. | 2,955 | $339.9K | 0.01% | −371−11.2% | Reduced |
| Integrated Investment Consultants, LLC | 2,959 | $340.4K | 0.07% | −10.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,066 | $352.7K | 0.01% | +340+12.5% | Added |
| First Community Trust NA | 3,180 | $365.8K | 0.27% | −550−14.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,210 | $369.3K | 0.00% | −458−12.5% | Reduced |
| Oppenheimer & Co Inc | 3,313 | $381.1K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $389.6K | 0.19% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,395 | $390.6K | 0.00% | −1,403−29.2% | Reduced |
| HSBC Holdings PLC | 3,423 | $393.8K | 0.00% | −148−4.1% | Reduced |
| Swiss Life Asset Management Ltd | 3,480 | $400.3K | 0.00% | +35+1.0% | Added |
| First National Advisers, LLC | 3,569 | $410.6K | 0.06% | −173−4.6% | Reduced |
| Optimize Financial Inc | 3,679 | $423.2K | 0.21% | +52+1.4% | Added |
| Two Sigma Securities, LLC | 3,752 | $431.6K | 0.06% | +1,490+65.9% | Added |
| MML Investors Services, LLC | 3,770 | $433.7K | 0.00% | −151−3.9% | Reduced |
| N.E.W. Advisory Services LLC | 3,799 | $437.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,883 | $446.7K | 0.01% | +10.0% | Added |
| Commonwealth Equity Services, LLC | 3,908 | $449.6K | 0.00% | +129+3.4% | Added |
| Papp L Roy & Associates | 4,030 | $463.6K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,019 | $464.0K | 0.01% | −603−13.0% | Reduced |
| Farmers & Merchants Investments Inc | 4,058 | $466.8K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,140 | $476.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,165 | $479.1K | 0.01% | +144+3.6% | Added |
| Merit Financial Group, LLC | 4,249 | $488.8K | 0.00% | −113−2.6% | Reduced |
| Stembrook Asset Management, LLC | 4,269 | $491.1K | 0.46% | +4,269 | New |
| Verdence Capital Advisors LLC | 4,342 | $499.5K | 0.03% | +252+6.2% | Added |
| Park Avenue Securities LLC | 4,352 | $501.0K | 0.00% | −27−0.6% | Reduced |
| Abel Hall, LLC | 4,364 | $502.0K | 0.12% | +2,653+155.1% | Added |
| Trust Point Inc. | 4,403 | $506.5K | 0.04% | −115−2.5% | Reduced |
| WealthPlan Investment Management, LLC | 4,465 | $513.6K | 0.03% | −462−9.4% | Reduced |
| Mackenzie Financial Corp | 4,556 | $530.5K | 0.00% | +4,556 | New |
| Connable Office Inc | 4,732 | $544.4K | 0.05% | −119−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,823 | $550.2K | 0.00% | +1,701+54.5% | Added |
| CIBC World Markets Corp | 4,811 | $553.5K | 0.00% | +4,811 | New |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $559.4K | 0.02% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 4,878 | $561.2K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,968 | $571.5K | 0.04% | −134−2.6% | Reduced |
| Whelan Financial | 5,007 | $576.0K | 0.18% | +10.0% | Added |
| Hamilton Capital Partners Inc. | 5,015 | $576.9K | 0.02% | +341+7.3% | Added |
| Securian Asset Management, Inc | 5,135 | $590.7K | 0.02% | −200−3.7% | Reduced |
| Keybank National Association | 5,140 | $591.3K | 0.00% | +354+7.4% | Added |
| EP Wealth Advisors, LLC | 5,181 | $596.0K | 0.00% | +5,181 | New |
| Jones Financial Companies LLLP | 5,372 | $618.0K | 0.00% | +258+5.0% | Added |
| Public Employees Retirement Association of Colorado | 5,486 | $631.0K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 5,562 | $639.9K | 0.04% | +241+4.5% | Added |
| Man Group plc | 5,770 | $663.8K | 0.00% | +5,770 | New |
| HighTower Advisors, LLC | 5,856 | $673.7K | 0.00% | −1,738−22.9% | Reduced |
| JustInvest LLC | 6,070 | $698.3K | 0.01% | −79−1.3% | Reduced |
| Sequoia Financial Advisors, LLC | 6,351 | $730.6K | 0.00% | +2,944+86.4% | Added |
| Concurrent Investment Advisors, LLC | 6,424 | $739.0K | 0.01% | +112+1.8% | Added |
| Colony Group, LLC | 6,816 | $784.2K | 0.00% | +6,816 | New |
| Gerber Kawasaki Wealth & Investment Management | 6,946 | $799.1K | 0.03% | −71−1.0% | Reduced |