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 |
|---|---|---|---|---|---|
| Kennedy Capital Management, Inc. | 49,145 | $5.65M | 0.12% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 48,851 | $5.62M | 0.17% | −2,415−4.7% | Reduced |
| Advisor Group Holdings, Inc. | 48,264 | $5.55M | 0.01% | +5,024+11.6% | Added |
| GHP Investment Advisors, Inc. | 46,745 | $5.38M | 0.22% | +858+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 46,131 | $5.31M | 0.02% | +1,963+4.4% | Added |
| FIL Ltd | 45,000 | $5.18M | 0.00% | +45,000 | New |
| Oppenheimer Asset Management Inc. | 44,715 | $5.14M | 0.06% | −1,211−2.6% | Reduced |
| Brant Point Investment Management LLC | 44,054 | $5.07M | 1.23% | −10,000−18.5% | Reduced |
| Phocas Financial Corp. | 43,404 | $4.99M | 0.65% | −104−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 42,592 | $4.90M | 0.02% | −6,835−13.8% | Reduced |
| LPL Financial LLC | 41,703 | $4.80M | 0.00% | +7,476+21.8% | Added |
| Great West Life Assurance Co | 40,597 | $4.67M | 0.01% | −8,832−17.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 38,261 | $4.40M | 0.04% | +11,083+40.8% | Added |
| Mariner, LLC | 36,461 | $4.19M | 0.00% | −10,476−22.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 33,783 | $3.89M | 0.01% | +50.0% | Added |
| Squarepoint Ops LLC | 33,776 | $3.89M | 0.01% | +33,776 | New |
| Royal Bank of Canada | 33,738 | $3.88M | 0.00% | −38,747−53.5% | Reduced |
| Comerica Bank | 33,627 | $3.87M | 0.02% | −593−1.7% | Reduced |
| Janus Henderson Group PLC | 33,001 | $3.80M | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 31,830 | $3.66M | 0.04% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 28,248 | $3.59M | 0.01% | −1,209−4.1% | Reduced |
| Russell Investments Group, Ltd. | 31,012 | $3.57M | 0.00% | +1,455+4.9% | Added |
| Holocene Advisors, LP | 30,826 | $3.55M | 0.01% | +7,996+35.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 30,593 | $3.52M | 0.01% | −35,336−53.6% | Reduced |
| Intech Investment Management LLC | 30,442 | $3.50M | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 30,106 | $3.46M | 0.02% | −1,168−3.7% | Reduced |
| Commerce Bank | 29,901 | $3.44M | 0.02% | −8,792−22.7% | Reduced |
| First National Bank of Omaha | 28,882 | $3.34M | 0.10% | +10,650+58.4% | Added |
| Natixis | 27,900 | $3.21M | 0.01% | +27,900 | New |
| FJ Capital Management LLC | 26,549 | $3.05M | 0.34% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 26,277 | $3.02M | 0.04% | −1,391−5.0% | Reduced |
| Prudential Financial Inc | 26,251 | $3.02M | 0.00% | +6,275+31.4% | Added |
| Friday Financial | 25,900 | $2.98M | 1.05% | +341+1.3% | Added |
| Integrated Advisors Network LLC | 25,144 | $2.89M | 0.13% | −609−2.4% | Reduced |
| Pathstone Holdings, LLC | 24,876 | $2.86M | 0.01% | +1,968+8.6% | Added |
| Petiole USA ltd | 24,122 | $2.77M | 1.80% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,919 | $2.75M | 0.01% | +2,981+14.2% | Added |
| Yousif Capital Management, LLC | 22,122 | $2.67M | 0.03% | −345−1.5% | Reduced |
| Cerity Partners LLC | 23,164 | $2.66M | 0.00% | −3,850−14.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $2.64M | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 22,877 | $2.63M | 0.00% | +163+0.7% | Added |
| Great Lakes Advisors, LLC | 21,406 | $2.46M | 0.02% | −7,897−26.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.44M | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,201 | $2.44M | 0.00% | −3,100−12.8% | Reduced |
| Diversified Portfolios, Inc. | 21,106 | $2.43M | 0.20% | 00.0% | Unchanged |
| Arizona State Retirement System | 21,054 | $2.42M | 0.01% | −1,354−6.0% | Reduced |
| Guggenheim Capital LLC | 21,036 | $2.42M | 0.02% | −27−0.1% | Reduced |
| Handelsbanken Fonder AB | 20,790 | $2.39M | 0.01% | +2,800+15.6% | Added |
| State of New Jersey Common Pension Fund D | 20,705 | $2.38M | 0.01% | +886+4.5% | Added |
| Old National Bancorp | 20,572 | $2.37M | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 19,940 | $2.29M | 0.02% | −342−1.7% | Reduced |
| Louisiana State Employees Retirement System | 19,800 | $2.28M | 0.04% | −100−0.5% | Reduced |
| Fieldview Capital Management, LLC | 19,692 | $2.27M | 0.38% | −22,167−53.0% | Reduced |
| Stifel Financial Corp | 19,606 | $2.26M | 0.00% | +917+4.9% | Added |
| Paragon Capital Management LLC | 19,272 | $2.22M | 1.12% | +3,669+23.5% | Added |
| Ameritas Investment Partners, Inc. | 19,089 | $2.20M | 0.07% | −365−1.9% | Reduced |
| Nisa Investment Advisors, LLC | 18,876 | $2.18M | 0.01% | −245−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,129 | $2.08M | 0.00% | −866−4.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,867 | $2.06M | 0.01% | −451−2.5% | Reduced |
| Quadrant Capital Group LLC | 17,688 | $2.03M | 0.06% | +1,128+6.8% | Added |
| KLP Kapitalforvaltning AS | 17,095 | $1.97M | 0.01% | +1,300+8.2% | Added |
| State of Michigan Retirement System | 16,841 | $1.94M | 0.01% | −200−1.2% | Reduced |
| Atria Investments LLC | 16,802 | $1.93M | 0.02% | +352+2.1% | Added |
| State of Wisconsin Investment Board | 16,752 | $1.93M | 0.00% | +9,557+132.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,974 | $1.84M | 0.02% | +66+0.4% | Added |
| US Bancorp | 15,550 | $1.79M | 0.00% | −216−1.4% | Reduced |
| Oregon Public Employees Retirement Fund | 14,216 | $1.64M | 0.02% | −200−1.4% | Reduced |
| New Mexico Educational Retirement Board | 13,900 | $1.60M | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 13,874 | $1.60M | 0.00% | −805−5.5% | Reduced |
| Gamco Investors, Inc. Et Al | 13,866 | $1.60M | 0.02% | −2,130−13.3% | Reduced |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.56M | 2.27% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,568 | $1.56M | 0.02% | +13,319+5,349.0% | Added |
| Brinker Capital Investments, LLC | 13,115 | $1.51M | 0.01% | −868−6.2% | Reduced |
| Voya Investment Management LLC | 12,843 | $1.48M | 0.00% | −253−1.9% | Reduced |
| SG Americas Securities, LLC | 12,771 | $1.47M | 0.00% | −1,688−11.7% | Reduced |
| Steele Capital Management, Inc. | 12,367 | $1.43M | 0.06% | +40.0% | Added |
| Susquehanna International Group, LLP | 12,316 | $1.42M | 0.00% | −18,744−60.3% | Reduced |
| Cetera Investment Advisers | 11,995 | $1.38M | 0.00% | +3,582+42.6% | Added |
| CenterBook Partners LP | 11,818 | $1.36M | 0.07% | +2,939+33.1% | Added |
| Ieq Capital, LLC | 11,648 | $1.34M | 0.00% | −3,183−21.5% | Reduced |
| Teacher Retirement System of Texas | 11,601 | $1.33M | 0.00% | −6,599−36.3% | Reduced |
| Pictet Asset Management Holding SA | 11,420 | $1.31M | 0.00% | +460+4.2% | Added |
| SJS Investment Consulting Inc. | 10,995 | $1.26M | 0.16% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10,768 | $1.24M | 0.02% | −1,328−11.0% | Reduced |
| Atwood & Palmer Inc | 10,729 | $1.23M | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 10,662 | $1.23M | 0.00% | −7,433−41.1% | Reduced |
| Meritage Portfolio Management | 10,410 | $1.20M | 0.08% | +500+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,125 | $1.17M | 0.00% | +1,512+17.6% | Added |
| Bayview Asset Management, LLC | 10,000 | $1.15M | 1.04% | +4,259+74.2% | Added |
| Accredited Investors Inc. | 9,939 | $1.14M | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 9,869 | $1.14M | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 9,749 | $1.12M | 0.00% | +26+0.3% | Added |
| GWM Advisors LLC | 9,713 | $1.12M | 0.00% | −76−0.8% | Reduced |
| Hancock Whitney Corp | 9,644 | $1.11M | 0.02% | +1,567+19.4% | Added |
| Aquatic Capital Management LLC | 9,604 | $1.10M | 0.03% | +9,604 | New |
| O'Shaughnessy Asset Management, LLC | 9,388 | $1.08M | 0.01% | −488−4.9% | Reduced |
| Xponance, Inc. | 8,831 | $1.02M | 0.01% | −1,393−13.6% | Reduced |
| The PNC Financial Services Group, Inc. | 8,805 | $1.01M | 0.00% | −1,569−15.1% | Reduced |
| Pacer Advisors, Inc. | 8,541 | $982.6K | 0.00% | −849−9.0% | Reduced |
| IHT Wealth Management, LLC | 8,378 | $963.8K | 0.02% | +533+6.8% | Added |