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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 38,261 | $4.40M | 0.04% | +11,083+40.8% | Added |
| Great West Life Assurance Co | 40,597 | $4.67M | 0.01% | −8,832−17.9% | Reduced |
| LPL Financial LLC | 41,703 | $4.80M | 0.00% | +7,476+21.8% | Added |
| Public Employees Retirement System of Ohio | 42,592 | $4.90M | 0.02% | −6,835−13.8% | Reduced |
| Phocas Financial Corp. | 43,404 | $4.99M | 0.65% | −104−0.2% | Reduced |
| Brant Point Investment Management LLC | 44,054 | $5.07M | 1.23% | −10,000−18.5% | Reduced |
| Oppenheimer Asset Management Inc. | 44,715 | $5.14M | 0.06% | −1,211−2.6% | Reduced |
| FIL Ltd | 45,000 | $5.18M | 0.00% | +45,000 | New |
| Federation des caisses Desjardins du Quebec | 46,131 | $5.31M | 0.02% | +1,963+4.4% | Added |
| GHP Investment Advisors, Inc. | 46,745 | $5.38M | 0.22% | +858+1.9% | Added |
| Advisor Group Holdings, Inc. | 48,264 | $5.55M | 0.01% | +5,024+11.6% | Added |
| Peregrine Capital Management LLC | 48,851 | $5.62M | 0.17% | −2,415−4.7% | Reduced |
| Kennedy Capital Management, Inc. | 49,145 | $5.65M | 0.12% | 00.0% | Unchanged |
| Midwest Trust Co | 49,656 | $5.71M | 0.07% | −1,480−2.9% | Reduced |
| Wedge Capital Management L L P | 49,980 | $5.75M | 0.10% | +1,782+3.7% | Added |
| Triveni Capital Investments LP | 50,932 | $5.86M | 4.37% | +50,932 | New |
| Karl Kapital LLC | 51,728 | $5.95M | 5.28% | +51,728 | New |
| CBOE Vest Financial, LLC | 53,104 | $6.11M | 0.08% | +17,899+50.8% | Added |
| King Luther Capital Management Corp | 55,276 | $6.36M | 0.03% | +2,742+5.2% | Added |
| Thrivent Financial for Lutherans | 55,276 | $6.36M | 0.01% | −264−0.5% | Reduced |
| Brown Advisory Inc | 55,752 | $6.41M | 0.01% | +605+1.1% | Added |
| MidWestOne Financial Group, Inc. | 55,956 | $6.44M | 0.71% | −165−0.3% | Reduced |
| Natixis Advisors, L.P. | 58,833 | $6.77M | 0.01% | +2,443+4.3% | Added |
| New York State Teachers Retirement System | 60,476 | $6.96M | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 60,523 | $6.96M | 0.01% | +596+1.0% | Added |
| Citigroup Inc | 61,925 | $7.12M | 0.00% | +1,462+2.4% | Added |
| Maltese Capital Management LLC | 65,000 | $7.48M | 1.33% | −6,000−8.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 68,740 | $7.91M | 0.27% | −2,196−3.1% | Reduced |
| Two Sigma Investments, LP | 69,930 | $8.04M | 0.01% | +31,230+80.7% | Added |
| Rafferty Asset Management, LLC | 71,101 | $8.18M | 0.03% | −17,451−19.7% | Reduced |
| California State Teachers Retirement System | 71,181 | $8.19M | 0.01% | −63−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 72,642 | $8.36M | 0.01% | −3,146−4.2% | Reduced |
| MetLife Investment Management | 73,741 | $8.48M | 0.04% | −4,130−5.3% | Reduced |
| Third Avenue Management LLC | 78,245 | $9.00M | 1.64% | −19,273−19.8% | Reduced |
| Ameriprise Financial Inc | 80,763 | $9.29M | 0.00% | −4,620−5.4% | Reduced |
| Creative Planning | 83,977 | $9.66M | 0.01% | +4,667+5.9% | Added |
| Retirement Systems of Alabama | 85,689 | $9.86M | 0.03% | −605−0.7% | Reduced |
| Deutsche Bank AG | 89,725 | $10.3M | 0.00% | −15,532−14.8% | Reduced |
| Qube Research & Technologies Ltd | 96,625 | $11.1M | 0.02% | +96,625 | New |
| Mutual of America Capital Management LLC | 100,127 | $11.5M | 0.12% | −6,744−6.3% | Reduced |
| STRS Ohio | 102,000 | $11.7M | 0.04% | −17,700−14.8% | Reduced |
| Legal & General Group Plc | 113,677 | $13.1M | 0.00% | −19,204−14.5% | Reduced |
| Basswood Capital Management, L.L.C. | 115,120 | $13.2M | 0.58% | 00.0% | Unchanged |
| Congress Asset Management Co | 117,591 | $13.5M | 0.10% | −234−0.2% | Reduced |
| California Public Employees Retirement System | 127,893 | $14.7M | 0.01% | +180+0.1% | Added |
| Tributary Capital Management, LLC | 129,530 | $14.9M | 1.47% | −9,347−6.7% | Reduced |
| Verition Fund Management LLC | 133,999 | $15.4M | 0.08% | +133,999 | New |
| Gator Capital Management, LLC | 136,130 | $15.7M | 3.24% | +34,480+33.9% | Added |
| Renaissance Technologies LLC | 139,270 | $16.0M | 0.02% | +31,200+28.9% | Added |
| AQR Capital Management LLC | 149,473 | $17.2M | 0.01% | −38,709−20.6% | Reduced |
| Swiss National Bank | 149,820 | $17.2M | 0.01% | +2,600+1.8% | Added |
| Envestnet Asset Management Inc | 156,448 | $18.0M | 0.01% | −26,273−14.4% | Reduced |
| Emerald Mutual Fund Advisers Trust | 158,617 | $18.2M | 0.89% | +45,301+40.0% | Added |
| Federated Hermes, Inc. | 160,990 | $18.5M | 0.03% | −92,718−36.5% | Reduced |
| Ceredex Value Advisors LLC | 162,175 | $18.7M | 0.56% | +7,725+5.0% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $19.6M | 6.21% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 184,522 | $21.2M | 0.00% | +530+0.3% | Added |
| Barclays PLC | 184,957 | $21.3M | 0.01% | +12,158+7.0% | Added |
| WCM Investment Management, LLC | 185,085 | $21.6M | 0.04% | +1,285+0.7% | Added |
| New York State Common Retirement Fund | 193,936 | $22.3M | 0.03% | −1,148−0.6% | Reduced |
| SEI Investments Co | 194,472 | $22.4M | 0.02% | −5,002−2.5% | Reduced |
| Wells Fargo & Company | 205,651 | $23.7M | 0.00% | +23,941+13.2% | Added |
| Rhumbline Advisers | 224,506 | $25.8M | 0.02% | −16,288−6.8% | Reduced |
| William Blair Investment Management, LLC | 225,846 | $26.0M | 0.07% | −23,280−9.3% | Reduced |
| Stieven Capital Advisors, L.P. | 229,589 | $26.4M | 4.90% | −500−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 235,658 | $27.1M | 0.02% | +47,358+25.2% | Added |
| Boston Trust Walden Corp | 237,130 | $27.3M | 0.21% | −15,792−6.2% | Reduced |
| Fisher Asset Management, LLC | 266,751 | $30.7M | 0.01% | −19,930−7.0% | Reduced |
| Emerald Advisers, LLC | 275,296 | $31.7M | 0.98% | +65,733+31.4% | Added |
| Raymond James Financial Inc | 275,603 | $31.7M | 0.01% | −2,194−0.8% | Reduced |
| Invesco Ltd. | 283,113 | $32.6M | 0.00% | +23,566+9.1% | Added |
| ProShare Advisors LLC | 309,657 | $35.6M | 0.06% | −26,299−7.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 336,712 | $38.7M | 3.20% | −1,340−0.4% | Reduced |
| Systematic Financial Management LP | 345,835 | $39.8M | 0.94% | −528−0.2% | Reduced |
| Franklin Resources Inc | 346,704 | $39.9M | 0.01% | +26,792+8.4% | Added |
| NFJ Investment Group, LLC | 348,236 | $40.1M | 1.45% | −9,484−2.7% | Reduced |
| UBS Group AG | 352,785 | $40.6M | 0.01% | −26,076−6.9% | Reduced |
| Massachusetts Financial Services Co | 353,241 | $40.6M | 0.01% | −12,462−3.4% | Reduced |
| Johnson Investment Counsel Inc | 362,118 | $41.7M | 0.34% | +340,316+1,560.9% | Added |
| JPMorgan Chase & Co | 369,059 | $42.5M | 0.00% | +52,121+16.4% | Added |
| Adage Capital Partners GP, L.L.C. | 380,211 | $43.7M | 0.07% | +114,279+43.0% | Added |
| Balyasny Asset Management LLC | 422,065 | $48.6M | 0.09% | +388,253+1,148.3% | Added |
| Captrust Financial Advisors | 459,419 | $52.9M | 0.10% | −647−0.1% | Reduced |
| Price T Rowe Associates Inc | 486,066 | $55.9M | 0.01% | +238,173+96.1% | Added |
| Schroder Investment Management Group | 480,513 | $56.1M | 0.04% | −23,179−4.6% | Reduced |
| Bank of New York Mellon Corp | 553,541 | $63.7M | 0.01% | −18,000−3.1% | Reduced |
| Clearbridge Investments, LLC | 614,037 | $70.6M | 0.06% | +9,147+1.5% | Added |
| Global Alpha Capital Management Ltd. | 632,216 | $72.7M | 4.44% | −11,628−1.8% | Reduced |
| Bank of America Corp | 649,729 | $74.7M | 0.01% | −63,928−9.0% | Reduced |
| GW&K Investment Management, LLC | 718,277 | $82.6M | 0.71% | −24,681−3.3% | Reduced |
| Principal Financial Group Inc | 727,019 | $83.6M | 0.04% | −24,258−3.2% | Reduced |
| Norges Bank | 746,569 | $85.9M | 0.01% | +746,569 | New |
| Nuveen, LLC | 790,745 | $91.0M | 0.02% | +62,449+8.6% | Added |
| First Trust Advisors LP | 803,251 | $92.4M | 0.07% | +222,325+38.3% | Added |
| Goldman Sachs Group Inc | 806,423 | $92.8M | 0.01% | −38,016−4.5% | Reduced |
| Morgan Stanley | 816,382 | $93.9M | 0.01% | +90,689+12.5% | Added |
| Northern Trust Corp | 853,298 | $98.2M | 0.01% | −75,858−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 960,831 | $110.5M | 0.02% | −13,668−1.4% | Reduced |
| Victory Capital Management Inc | 1,103,086 | $126.9M | 0.07% | −118,977−9.7% | Reduced |
| Citadel Advisors LLC | 1,241,165 | $142.8M | 0.10% | +361,718+41.1% | Added |