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 |
|---|---|---|---|---|---|
| Bank of Montreal | 7,050 | $811.1K | 0.00% | −416−5.6% | Reduced |
| State of Alaska, Department of Revenue | 7,136 | $820.0K | 0.01% | −665−8.5% | Reduced |
| First Citizens Bank & Trust Co | 7,147 | $822.2K | 0.02% | +167+2.4% | Added |
| M&T Bank Corp | 7,178 | $826.0K | 0.00% | +2,370+49.3% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 7,302 | $840.0K | 0.69% | −23,200−76.1% | Reduced |
| Kavar Capital Partners Group, LLC | 7,402 | $851.5K | 0.12% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,556 | $869.3K | 0.00% | +1,605+27.0% | Added |
| DRW Securities, LLC | 7,568 | $870.6K | 0.07% | +7,568 | New |
| Fiduciary Trust Co | 7,641 | $879.0K | 0.01% | −121−1.6% | Reduced |
| RSM US Wealth Management LLC | 7,551 | $884.3K | 0.01% | −75−1.0% | Reduced |
| Canada Pension Plan Investment Board | 7,800 | $897.3K | 0.00% | +7,800 | New |
| Truist Financial Corp | 7,976 | $917.6K | 0.00% | −21,091−72.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,187 | $941.8K | 0.03% | +572+7.5% | Added |
| IHT Wealth Management, LLC | 8,378 | $963.8K | 0.02% | +533+6.8% | Added |
| Pacer Advisors, Inc. | 8,541 | $982.6K | 0.00% | −849−9.0% | Reduced |
| The PNC Financial Services Group, Inc. | 8,805 | $1.01M | 0.00% | −1,569−15.1% | Reduced |
| Xponance, Inc. | 8,831 | $1.02M | 0.01% | −1,393−13.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,388 | $1.08M | 0.01% | −488−4.9% | Reduced |
| Aquatic Capital Management LLC | 9,604 | $1.10M | 0.03% | +9,604 | New |
| Hancock Whitney Corp | 9,644 | $1.11M | 0.02% | +1,567+19.4% | Added |
| GWM Advisors LLC | 9,713 | $1.12M | 0.00% | −76−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,749 | $1.12M | 0.00% | +26+0.3% | Added |
| State Board of Administration of Florida Retirement System | 9,869 | $1.14M | 0.00% | 00.0% | Unchanged |
| Accredited Investors Inc. | 9,939 | $1.14M | 0.06% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 10,000 | $1.15M | 1.04% | +4,259+74.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,125 | $1.17M | 0.00% | +1,512+17.6% | Added |
| Meritage Portfolio Management | 10,410 | $1.20M | 0.08% | +500+5.0% | Added |
| HRT Financial LP | 10,662 | $1.23M | 0.00% | −7,433−41.1% | Reduced |
| Atwood & Palmer Inc | 10,729 | $1.23M | 0.07% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10,768 | $1.24M | 0.02% | −1,328−11.0% | Reduced |
| SJS Investment Consulting Inc. | 10,995 | $1.26M | 0.16% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,420 | $1.31M | 0.00% | +460+4.2% | Added |
| Teacher Retirement System of Texas | 11,601 | $1.33M | 0.00% | −6,599−36.3% | Reduced |
| Ieq Capital, LLC | 11,648 | $1.34M | 0.00% | −3,183−21.5% | Reduced |
| CenterBook Partners LP | 11,818 | $1.36M | 0.07% | +2,939+33.1% | Added |
| Cetera Investment Advisers | 11,995 | $1.38M | 0.00% | +3,582+42.6% | Added |
| Susquehanna International Group, LLP | 12,316 | $1.42M | 0.00% | −18,744−60.3% | Reduced |
| Steele Capital Management, Inc. | 12,367 | $1.43M | 0.06% | +40.0% | Added |
| SG Americas Securities, LLC | 12,771 | $1.47M | 0.00% | −1,688−11.7% | Reduced |
| Voya Investment Management LLC | 12,843 | $1.48M | 0.00% | −253−1.9% | Reduced |
| Brinker Capital Investments, LLC | 13,115 | $1.51M | 0.01% | −868−6.2% | Reduced |
| Farther Finance Advisors, LLC | 13,568 | $1.56M | 0.02% | +13,319+5,349.0% | Added |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.56M | 2.27% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 13,866 | $1.60M | 0.02% | −2,130−13.3% | Reduced |
| CWM, LLC | 13,874 | $1.60M | 0.00% | −805−5.5% | Reduced |
| New Mexico Educational Retirement Board | 13,900 | $1.60M | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,216 | $1.64M | 0.02% | −200−1.4% | Reduced |
| US Bancorp | 15,550 | $1.79M | 0.00% | −216−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,974 | $1.84M | 0.02% | +66+0.4% | Added |
| State of Wisconsin Investment Board | 16,752 | $1.93M | 0.00% | +9,557+132.8% | Added |
| Atria Investments LLC | 16,802 | $1.93M | 0.02% | +352+2.1% | Added |
| State of Michigan Retirement System | 16,841 | $1.94M | 0.01% | −200−1.2% | Reduced |
| KLP Kapitalforvaltning AS | 17,095 | $1.97M | 0.01% | +1,300+8.2% | Added |
| Quadrant Capital Group LLC | 17,688 | $2.03M | 0.06% | +1,128+6.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,867 | $2.06M | 0.01% | −451−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,129 | $2.08M | 0.00% | −866−4.8% | Reduced |
| Nisa Investment Advisors, LLC | 18,876 | $2.18M | 0.01% | −245−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 19,089 | $2.20M | 0.07% | −365−1.9% | Reduced |
| Paragon Capital Management LLC | 19,272 | $2.22M | 1.12% | +3,669+23.5% | Added |
| Stifel Financial Corp | 19,606 | $2.26M | 0.00% | +917+4.9% | Added |
| Fieldview Capital Management, LLC | 19,692 | $2.27M | 0.38% | −22,167−53.0% | Reduced |
| Louisiana State Employees Retirement System | 19,800 | $2.28M | 0.04% | −100−0.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,940 | $2.29M | 0.02% | −342−1.7% | Reduced |
| Old National Bancorp | 20,572 | $2.37M | 0.04% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 20,705 | $2.38M | 0.01% | +886+4.5% | Added |
| Handelsbanken Fonder AB | 20,790 | $2.39M | 0.01% | +2,800+15.6% | Added |
| Guggenheim Capital LLC | 21,036 | $2.42M | 0.02% | −27−0.1% | Reduced |
| Arizona State Retirement System | 21,054 | $2.42M | 0.01% | −1,354−6.0% | Reduced |
| Diversified Portfolios, Inc. | 21,106 | $2.43M | 0.20% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,201 | $2.44M | 0.00% | −3,100−12.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.44M | 0.02% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 21,406 | $2.46M | 0.02% | −7,897−26.9% | Reduced |
| Ensign Peak Advisors, Inc | 22,877 | $2.63M | 0.00% | +163+0.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $2.64M | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 23,164 | $2.66M | 0.00% | −3,850−14.3% | Reduced |
| Yousif Capital Management, LLC | 22,122 | $2.67M | 0.03% | −345−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,919 | $2.75M | 0.01% | +2,981+14.2% | Added |
| Petiole USA ltd | 24,122 | $2.77M | 1.80% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 24,876 | $2.86M | 0.01% | +1,968+8.6% | Added |
| Integrated Advisors Network LLC | 25,144 | $2.89M | 0.13% | −609−2.4% | Reduced |
| Friday Financial | 25,900 | $2.98M | 1.05% | +341+1.3% | Added |
| Prudential Financial Inc | 26,251 | $3.02M | 0.00% | +6,275+31.4% | Added |
| Buckingham Strategic Partners | 26,277 | $3.02M | 0.04% | −1,391−5.0% | Reduced |
| FJ Capital Management LLC | 26,549 | $3.05M | 0.34% | 00.0% | Unchanged |
| Natixis | 27,900 | $3.21M | 0.01% | +27,900 | New |
| First National Bank of Omaha | 28,882 | $3.34M | 0.10% | +10,650+58.4% | Added |
| Commerce Bank | 29,901 | $3.44M | 0.02% | −8,792−22.7% | Reduced |
| Amalgamated Bank | 30,106 | $3.46M | 0.02% | −1,168−3.7% | Reduced |
| Intech Investment Management LLC | 30,442 | $3.50M | 0.03% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,593 | $3.52M | 0.01% | −35,336−53.6% | Reduced |
| Holocene Advisors, LP | 30,826 | $3.55M | 0.01% | +7,996+35.0% | Added |
| Russell Investments Group, Ltd. | 31,012 | $3.57M | 0.00% | +1,455+4.9% | Added |
| State of Tennessee, Treasury Department | 28,248 | $3.59M | 0.01% | −1,209−4.1% | Reduced |
| OP Asset Management Ltd | 31,830 | $3.66M | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 33,001 | $3.80M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 33,627 | $3.87M | 0.02% | −593−1.7% | Reduced |
| Royal Bank of Canada | 33,738 | $3.88M | 0.00% | −38,747−53.5% | Reduced |
| Squarepoint Ops LLC | 33,776 | $3.89M | 0.01% | +33,776 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 33,783 | $3.89M | 0.01% | +50.0% | Added |
| Mariner, LLC | 36,461 | $4.19M | 0.00% | −10,476−22.3% | Reduced |