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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 8,187 | $941.8K | 0.03% | +572+7.5% | Added |
| Truist Financial Corp | 7,976 | $917.6K | 0.00% | −21,091−72.6% | Reduced |
| Canada Pension Plan Investment Board | 7,800 | $897.3K | 0.00% | +7,800 | New |
| RSM US Wealth Management LLC | 7,551 | $884.3K | 0.01% | −75−1.0% | Reduced |
| Fiduciary Trust Co | 7,641 | $879.0K | 0.01% | −121−1.6% | Reduced |
| DRW Securities, LLC | 7,568 | $870.6K | 0.07% | +7,568 | New |
| Quantinno Capital Management LP | 7,556 | $869.3K | 0.00% | +1,605+27.0% | Added |
| Kavar Capital Partners Group, LLC | 7,402 | $851.5K | 0.12% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 7,302 | $840.0K | 0.69% | −23,200−76.1% | Reduced |
| M&T Bank Corp | 7,178 | $826.0K | 0.00% | +2,370+49.3% | Added |
| First Citizens Bank & Trust Co | 7,147 | $822.2K | 0.02% | +167+2.4% | Added |
| State of Alaska, Department of Revenue | 7,136 | $820.0K | 0.01% | −665−8.5% | Reduced |
| Bank of Montreal | 7,050 | $811.1K | 0.00% | −416−5.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,946 | $799.1K | 0.03% | −71−1.0% | Reduced |
| Colony Group, LLC | 6,816 | $784.2K | 0.00% | +6,816 | New |
| Concurrent Investment Advisors, LLC | 6,424 | $739.0K | 0.01% | +112+1.8% | Added |
| Sequoia Financial Advisors, LLC | 6,351 | $730.6K | 0.00% | +2,944+86.4% | Added |
| JustInvest LLC | 6,070 | $698.3K | 0.01% | −79−1.3% | Reduced |
| HighTower Advisors, LLC | 5,856 | $673.7K | 0.00% | −1,738−22.9% | Reduced |
| Man Group plc | 5,770 | $663.8K | 0.00% | +5,770 | New |
| Cambria Investment Management, L.P. | 5,562 | $639.9K | 0.04% | +241+4.5% | Added |
| Public Employees Retirement Association of Colorado | 5,486 | $631.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,372 | $618.0K | 0.00% | +258+5.0% | Added |
| EP Wealth Advisors, LLC | 5,181 | $596.0K | 0.00% | +5,181 | New |
| Keybank National Association | 5,140 | $591.3K | 0.00% | +354+7.4% | Added |
| Securian Asset Management, Inc | 5,135 | $590.7K | 0.02% | −200−3.7% | Reduced |
| Hamilton Capital Partners Inc. | 5,015 | $576.9K | 0.02% | +341+7.3% | Added |
| Whelan Financial | 5,007 | $576.0K | 0.18% | +10.0% | Added |
| Financial Advisory Service, Inc. | 4,968 | $571.5K | 0.04% | −134−2.6% | Reduced |
| KLCM Advisors, Inc. | 4,878 | $561.2K | 0.05% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 4,863 | $559.4K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Corp | 4,811 | $553.5K | 0.00% | +4,811 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,823 | $550.2K | 0.00% | +1,701+54.5% | Added |
| Connable Office Inc | 4,732 | $544.4K | 0.05% | −119−2.5% | Reduced |
| Mackenzie Financial Corp | 4,556 | $530.5K | 0.00% | +4,556 | New |
| WealthPlan Investment Management, LLC | 4,465 | $513.6K | 0.03% | −462−9.4% | Reduced |
| Trust Point Inc. | 4,403 | $506.5K | 0.04% | −115−2.5% | Reduced |
| Abel Hall, LLC | 4,364 | $502.0K | 0.12% | +2,653+155.1% | Added |
| Park Avenue Securities LLC | 4,352 | $501.0K | 0.00% | −27−0.6% | Reduced |
| Verdence Capital Advisors LLC | 4,342 | $499.5K | 0.03% | +252+6.2% | Added |
| Stembrook Asset Management, LLC | 4,269 | $491.1K | 0.46% | +4,269 | New |
| Merit Financial Group, LLC | 4,249 | $488.8K | 0.00% | −113−2.6% | Reduced |
| Signaturefd, LLC | 4,165 | $479.1K | 0.01% | +144+3.6% | Added |
| Douglass Winthrop Advisors, LLC | 4,140 | $476.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4,058 | $466.8K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,019 | $464.0K | 0.01% | −603−13.0% | Reduced |
| Papp L Roy & Associates | 4,030 | $463.6K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 3,908 | $449.6K | 0.00% | +129+3.4% | Added |
| Profund Advisors LLC | 3,883 | $446.7K | 0.01% | +10.0% | Added |
| N.E.W. Advisory Services LLC | 3,799 | $437.0K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 3,770 | $433.7K | 0.00% | −151−3.9% | Reduced |
| Two Sigma Securities, LLC | 3,752 | $431.6K | 0.06% | +1,490+65.9% | Added |
| Optimize Financial Inc | 3,679 | $423.2K | 0.21% | +52+1.4% | Added |
| First National Advisers, LLC | 3,569 | $410.6K | 0.06% | −173−4.6% | Reduced |
| Swiss Life Asset Management Ltd | 3,480 | $400.3K | 0.00% | +35+1.0% | Added |
| HSBC Holdings PLC | 3,423 | $393.8K | 0.00% | −148−4.1% | Reduced |
| Vontobel Holding Ltd. | 3,395 | $390.6K | 0.00% | −1,403−29.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $389.6K | 0.19% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,313 | $381.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,210 | $369.3K | 0.00% | −458−12.5% | Reduced |
| First Community Trust NA | 3,180 | $365.8K | 0.27% | −550−14.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,066 | $352.7K | 0.01% | +340+12.5% | Added |
| Integrated Investment Consultants, LLC | 2,959 | $340.4K | 0.07% | −10.0% | Reduced |
| Ethic Inc. | 2,955 | $339.9K | 0.01% | −371−11.2% | Reduced |
| Moors & Cabot, Inc. | 2,943 | $338.6K | 0.01% | +300+11.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,910 | $334.8K | 0.00% | +108+3.9% | Added |
| ETF Store, Inc. | 2,908 | $334.5K | 0.34% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,807 | $322.9K | 0.00% | −69,321−96.1% | Reduced |
| High Net Worth Advisory Group LLC | 2,802 | $322.4K | 0.07% | +10.0% | Added |
| Kornitzer Capital Management Inc | 2,800 | $322.1K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 2,789 | $320.8K | 0.19% | −198−6.6% | Reduced |
| Forum Financial Management, LP | 2,722 | $313.1K | 0.00% | +3+0.1% | Added |
| Spirepoint Private Client, LLC | 2,701 | $310.7K | 0.03% | +2,701 | New |
| High Note Wealth, LLC | 2,623 | $301.8K | 0.06% | −19−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,620 | $301.4K | 0.00% | −290−10.0% | Reduced |
| Mercer Global Advisors Inc | 2,563 | $294.9K | 0.00% | +102+4.1% | Added |
| PCM Encore, LLC | 2,431 | $279.7K | 0.06% | +2,431 | New |
| Shelton Capital Management | 2,414 | $277.7K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,400 | $276.1K | 0.10% | +500+26.3% | Added |
| 1832 Asset Management L.P. | 2,398 | $275.9K | 0.00% | −24,002−90.9% | Reduced |
| Coldstream Capital Management Inc | 2,395 | $275.5K | 0.00% | −806−25.2% | Reduced |
| Assetmark, Inc | 2,393 | $275.3K | 0.00% | −341−12.5% | Reduced |
| Greenleaf Trust | 2,368 | $272.4K | 0.00% | −32−1.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,365 | $272.1K | 0.04% | +2,365 | New |
| Everence Capital Management Inc | 2,320 | $267.0K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 2,278 | $262.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,234 | $257.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 2,167 | $249.3K | 0.00% | −47−2.1% | Reduced |
| HighPoint Advisor Group LLC | 2,163 | $248.8K | 0.01% | −113−5.0% | Reduced |
| Aptus Capital Advisors, LLC | 2,140 | $246.2K | 0.00% | −214−9.1% | Reduced |
| Equitable Holdings, Inc. | 2,134 | $245.5K | 0.00% | 00.0% | Unchanged |
| Amundi | 2,090 | $240.4K | 0.00% | +2,090 | New |
| Ashton Thomas Private Wealth, LLC | 2,080 | $240.2K | 0.01% | +64+3.2% | Added |
| Hantz Financial Services, Inc. | 2,067 | $238.0K | 0.00% | +623+43.1% | Added |
| Janney Montgomery Scott LLC | 2,045 | $235.0K | 0.00% | −47−2.2% | Reduced |
| National Asset Management, Inc. | 2,035 | $234.1K | 0.01% | −13−0.6% | Reduced |
| Panagora Asset Management Inc | 2,032 | $233.8K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,002 | $231.3K | 0.01% | −218−9.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,986 | $228.5K | 0.01% | −254−11.3% | Reduced |
| Sanctuary Advisors, LLC | 1,974 | $227.1K | 0.00% | +8+0.4% | Added |