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 |
|---|---|---|---|---|---|
| Bridgewealth Advisory Group, LLC | 1,938 | $222.9K | 0.05% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,874 | $215.6K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,846 | $212.4K | 0.00% | +3+0.2% | Added |
| United Capital Financial Advisers, LLC | 1,844 | $212.1K | 0.00% | +98+5.6% | Added |
| JNBA Financial Advisors | 1,841 | $211.8K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,821 | $209.5K | 0.00% | +1,821 | New |
| Aprio Wealth Management, LLC | 1,812 | $208.5K | 0.01% | +1,812 | New |
| Elevated Capital Advisors, LLC | 1,667 | $191.8K | 0.04% | +1,667 | New |
| State of Wyoming | 1,666 | $191.7K | 0.02% | −2,949−63.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,628 | $187.3K | 0.00% | +770+89.7% | Added |
| AdvisorNet Financial, Inc | 1,374 | $158.1K | 0.01% | +29+2.2% | Added |
| GAMMA Investing LLC | 1,373 | $157.9K | 0.01% | +221+19.2% | Added |
| Pinney & Scofield, Inc. | 1,346 | $154.9K | 0.09% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,339 | $154.0K | 0.00% | −23,789−94.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,339 | $154.0K | 0.00% | +1,339 | New |
| Bayforest Capital Ltd | 1,319 | $151.7K | 0.11% | −139−9.5% | Reduced |
| Danske Bank A/S | 1,310 | $150.7K | 0.00% | +500+61.7% | Added |
| Los Angeles Capital Management LLC | 1,396 | $150.1K | 0.00% | +1,396 | New |
| Parallel Advisors, LLC | 1,217 | $140.0K | 0.00% | +15+1.2% | Added |
| Quantbot Technologies LP | 1,212 | $139.4K | 0.00% | +1,212 | New |
| Quest Partners LLC | 1,175 | $135.2K | 0.01% | −455−27.9% | Reduced |
| Covestor Ltd | 1,142 | $131.0K | 0.07% | +344+43.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,092 | $126.0K | 0.00% | +337+44.6% | Added |
| 1620 Investment Advisors, Inc. | 978 | $112.5K | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 927 | $106.7K | 0.00% | −43−4.4% | Reduced |
| Smartleaf Asset Management LLC | 888 | $103.6K | 0.00% | +136+18.1% | Added |
| Hilltop National Bank | 882 | $101.5K | 0.02% | −119−11.9% | Reduced |
| Marquette Asset Management, LLC | 826 | $95.0K | 0.01% | +13+1.6% | Added |
| Eurizon Capital SGR S.p.A. | 763 | $88.2K | 0.00% | +763 | New |
| Trust Co | 670 | $77.1K | 0.01% | +670 | New |
| Clarity Asset Management, Inc. | 648 | $74.5K | 0.04% | +2+0.3% | Added |
| Aster Capital Management (DIFC) Ltd | 638 | $73.4K | 0.03% | +638 | New |
| Kestra Advisory Services, LLC | 599 | $68.9K | 0.00% | +599 | New |
| Pinnacle Wealth Planning Services, Inc. | 588 | $67.6K | 0.01% | +588 | New |
| Fifth Third Bancorp | 576 | $66.3K | 0.00% | −18−3.0% | Reduced |
| Versant Capital Management, Inc | 510 | $58.7K | 0.01% | +15+3.0% | Added |
| Bessemer Group Inc | 453 | $52.0K | 0.00% | +33+7.9% | Added |
| Caitong International Asset Management Co., Ltd | 442 | $50.8K | 0.01% | +376+569.7% | Added |
| Northwestern Mutual Wealth Management Co | 425 | $48.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 405 | $46.6K | 0.00% | +327+419.2% | Added |
| EverSource Wealth Advisors, LLC | 379 | $43.6K | 0.00% | +7+1.9% | Added |
| Wellington Grp LLC | 374 | $43.0K | 0.01% | +374 | New |
| Optiver Holding B.V. | 366 | $42.1K | 0.00% | −225−38.1% | Reduced |
| Rothschild Investment LLC | 341 | $39.2K | 0.00% | −1,080−76.0% | Reduced |
| Torren Management, LLC | 321 | $37.0K | 0.02% | +321 | New |
| Nomura Asset Management Co Ltd | 300 | $34.5K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $34.5K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 296 | $34.1K | 0.02% | +296 | New |
| SRS Capital Advisors, Inc. | 295 | $33.9K | 0.00% | −216−42.3% | Reduced |
| McIlrath & Eck, LLC | 291 | $33.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $31.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 265 | $30.5K | 0.00% | −28−9.6% | Reduced |
| Central Trust Co | 238 | $27.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 234 | $26.9K | 0.00% | +234 | New |
| Kerr Financial Planning Corp | 203 | $26.6K | 0.04% | +17+9.1% | Added |
| Allworth Financial LP | 231 | $26.6K | 0.00% | −20−8.0% | Reduced |
| Fairman Group, LLC | 226 | $26.1K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 223 | $25.7K | 0.00% | +11+5.2% | Added |
| Wellington-Altus USA Inc. | 209 | $24.0K | 0.02% | +209 | New |
| Harbor Capital Advisors, Inc. | 187 | $22.0K | 0.00% | −3−1.6% | Reduced |
| Root Financial Partners, LLC | 168 | $19.3K | 0.00% | +28+20.0% | Added |
| Acumen Wealth Advisors, LLC | 156 | $18.0K | 0.01% | +156 | New |
| Accent Capital Management, LLC | 150 | $17.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 149 | $17.1K | 0.00% | +2+1.4% | Added |
| Larson Financial Group LLC | 139 | $16.0K | 0.00% | −5−3.5% | Reduced |
| Massmutual Trust Co FSB | 130 | $15.0K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 100 | $11.5K | 0.00% | +100 | New |
| Horizon Financial Services, LLC | 95 | $10.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 90 | $10.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 78 | $8.97K | 0.00% | −4−4.9% | Reduced |
| JFS Wealth Advisors, LLC | 75 | $8.64K | 0.00% | +20+36.4% | Added |
| Ronald Blue Trust, Inc. | 73 | $8.40K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 63 | $7.25K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $6.90K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 56 | $6.44K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 45 | $5.18K | 0.00% | +45 | New |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 35 | $4.19K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 36 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 33 | $3.80K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 33 | $3.80K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 30 | $3.48K | 0.00% | +3+11.1% | Added |
| Fortitude Family Office, LLC | 25 | $2.88K | 0.00% | +3+13.6% | Added |
| Private Wealth Management Group, LLC | 24 | $2.76K | 0.00% | −11−31.4% | Reduced |
| Parkside Financial Bank & Trust | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.53K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 21 | $2.42K | 0.00% | +21 | New |
| Flagship Harbor Advisors, LLC | 20 | $2.30K | 0.00% | +20 | New |
| NBC Securities, Inc. | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 18 | $2.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 17 | $1.96K | 0.00% | −55−76.4% | Reduced |
| Turning Point Benefit Group, Inc. | 17 | $1.96K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $1.84K | 0.00% | −1−5.9% | Reduced |
| True Wealth Design, LLC | 14 | $1.61K | 0.00% | −1−6.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $1.38K | 0.00% | +12 | New |
| Rossby Financial, LCC | 9 | $1.03K | 0.00% | +9 | New |