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 |
|---|---|---|---|---|---|
| Earnest Partners LLC | 1,306,642 | $150.3M | 0.64% | −65,011−4.7% | Reduced |
| Alliancebernstein L.P. | 1,442,873 | $166.0M | 0.05% | −12,284−0.8% | Reduced |
| American Century Companies Inc | 1,511,248 | $173.9M | 0.09% | −83,132−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,650,076 | $192.2M | 0.31% | −105,420−6.0% | Reduced |
| Neuberger Berman Group LLC | 1,743,903 | $200.6M | 0.15% | −88,771−4.8% | Reduced |
| Geode Capital Management, LLC | 1,907,978 | $219.5M | 0.01% | +33,078+1.8% | Added |
| Wellington Management Group LLP | 2,590,780 | $298.0M | 0.05% | −508,018−16.4% | Reduced |
| FMR LLC | 2,635,503 | $303.2M | 0.02% | +387,925+17.3% | Added |
| Dimensional Fund Advisors LP | 2,854,927 | $328.4M | 0.07% | +22,100+0.8% | Added |
| State Street Corp | 4,182,520 | $482.9M | 0.02% | −51,133−1.2% | Reduced |
| Umb Bank N A | 4,809,824 | $553.3M | 7.36% | +493,875+11.4% | Added |
| Vanguard Group Inc | 7,684,774 | $884.1M | 0.01% | −84,055−1.1% | Reduced |
| BlackRock, Inc. | 9,116,360 | $1.05B | 0.02% | +77,731+0.9% | Added |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −247,558−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −182,803−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −34,054−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,070−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −21,261−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −14,296−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −8,442−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −7,580−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −3,455−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,984−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −1,859−100.0% | Sold out |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,811−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,706−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Fortress Wealth Management, Inc. | – | – | – | – | Not filed |
| Country Club Bank | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| LexAurum Advisors, LLC | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |