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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q1 2026
Institutional positions in Umb Financial Corp as of Mar 31, 2026. 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
- 455
- +50 vs. Q4 2025
- Shares held
- 69.9M
- +7.43M (+11.9%) vs. Q4 2025
- Total value
- $7.88B
- +$696.7M (+9.7%) vs. Q4 2025
- New holders
- 76
- 161 more added
- Sold out
- 26
- 149 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 483 | $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, Q1 2026
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,344,467 | $1.05B | 0.02% | +228,107+2.5% | Added |
| Umb Bank N A | 4,723,573 | $532.8M | 7.44% | −86,251−1.8% | Reduced |
| Vanguard Portfolio Management LLC | 4,136,220 | $466.5M | 0.02% | +4,136,220 | New |
| State Street Corp | 3,981,601 | $450.8M | 0.02% | −200,919−4.8% | Reduced |
| Vanguard Capital Management LLC | 3,101,293 | $349.8M | 0.01% | +3,101,293 | New |
| Dimensional Fund Advisors LP | 2,909,932 | $328.2M | 0.07% | +55,005+1.9% | Added |
| Wellington Management Group LLP | 2,707,124 | $305.3M | 0.06% | +116,344+4.5% | Added |
| FMR LLC | 2,422,435 | $273.2M | 0.01% | −213,068−8.1% | Reduced |
| Geode Capital Management, LLC | 1,947,446 | $219.7M | 0.01% | +39,468+2.1% | Added |
| Neuberger Berman Group LLC | 1,699,639 | $191.7M | 0.15% | −44,264−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,357,177 | $155.6M | 0.26% | −292,899−17.8% | Reduced |
| American Century Companies Inc | 1,345,844 | $151.8M | 0.08% | −165,404−10.9% | Reduced |
| Earnest Partners LLC | 1,277,889 | $144.1M | 0.59% | −28,753−2.2% | Reduced |
| Alliancebernstein L.P. | 1,219,978 | $140.3M | 0.05% | −222,895−15.4% | Reduced |
| Citadel Advisors LLC | 1,068,582 | $120.5M | 0.09% | −172,583−13.9% | Reduced |
| Morgan Stanley | 1,006,918 | $113.6M | 0.01% | +190,536+23.3% | Added |
| Victory Capital Management Inc | 979,052 | $110.4M | 0.07% | −124,034−11.2% | Reduced |
| Charles Schwab Investment Management Inc | 966,744 | $109.0M | 0.02% | +5,913+0.6% | Added |
| First Trust Advisors LP | 899,400 | $101.4M | 0.07% | +96,149+12.0% | Added |
| Goldman Sachs Group Inc | 896,104 | $101.1M | 0.01% | +89,681+11.1% | Added |
| Northern Trust Corp | 880,345 | $99.3M | 0.01% | +27,047+3.2% | Added |
| Principal Financial Group Inc | 712,859 | $80.4M | 0.04% | −14,160−1.9% | Reduced |
| GW&K Investment Management, LLC | 701,187 | $79.1M | 0.70% | −17,090−2.4% | Reduced |
| Bank of America Corp | 695,276 | $78.4M | 0.01% | +45,547+7.0% | Added |
| Global Alpha Capital Management Ltd. | 658,982 | $74.3M | 4.47% | +26,766+4.2% | Added |
| Nuveen, LLC | 656,034 | $74.0M | 0.02% | −134,711−17.0% | Reduced |
| Clearbridge Investments, LLC | 649,571 | $73.3M | 0.06% | +35,534+5.8% | Added |
| Price T Rowe Associates Inc | 607,314 | $68.5M | 0.01% | +121,248+24.9% | Added |
| Bank of New York Mellon Corp | 552,717 | $62.3M | 0.01% | −824−0.1% | Reduced |
| Johnson Investment Counsel Inc | 482,949 | $54.5M | 0.44% | +120,831+33.4% | Added |
| Vanguard Fiduciary Trust Co | 463,142 | $52.2M | 0.01% | +463,142 | New |
| Captrust Financial Advisors | 446,393 | $50.3M | 0.09% | −13,026−2.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 403,907 | $45.6M | 3.75% | +67,195+20.0% | Added |
| Systematic Financial Management LP | 346,445 | $39.1M | 0.90% | +610+0.2% | Added |
| Massachusetts Financial Services Co | 339,702 | $38.3M | 0.01% | −13,539−3.8% | Reduced |
| NFJ Investment Group, LLC | 325,964 | $36.8M | 1.40% | −22,272−6.4% | Reduced |
| Franklin Resources Inc | 314,145 | $35.4M | 0.01% | −32,559−9.4% | Reduced |
| Schroder Investment Management Group | 321,910 | $35.4M | 0.03% | −158,603−33.0% | Reduced |
| JPMorgan Chase & Co | 310,883 | $34.2M | 0.00% | −58,176−15.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 294,880 | $33.3M | 0.33% | +294,880 | New |
| UBS Group AG | 292,827 | $33.0M | 0.01% | −59,958−17.0% | Reduced |
| Raymond James Financial Inc | 285,310 | $32.2M | 0.01% | +9,707+3.5% | Added |
| Bessemer Group Inc | 281,238 | $31.7M | 0.05% | +280,785+61,983.4% | Added |
| T. Rowe Price Investment Management, Inc. | 277,054 | $31.2M | 0.02% | +41,396+17.6% | Added |
| Invesco Ltd. | 274,336 | $30.9M | 0.00% | −8,777−3.1% | Reduced |
| Emerald Advisers, LLC | 267,438 | $30.2M | 0.95% | −7,858−2.9% | Reduced |
| Qube Research & Technologies Ltd | 266,732 | $30.1M | 0.04% | +170,107+176.0% | Added |
| Fisher Asset Management, LLC | 242,438 | $27.3M | 0.01% | −24,313−9.1% | Reduced |
| Stieven Capital Advisors, L.P. | 228,789 | $25.8M | 5.51% | −800−0.3% | Reduced |
| Rhumbline Advisers | 227,782 | $25.7M | 0.02% | +3,276+1.5% | Added |
| ProShare Advisors LLC | 215,435 | $24.3M | 0.04% | −94,222−30.4% | Reduced |
| Boston Trust Walden Corp | 208,003 | $23.5M | 0.19% | −29,127−12.3% | Reduced |
| New York State Common Retirement Fund | 193,663 | $21.8M | 0.03% | −273−0.1% | Reduced |
| SEI Investments Co | 190,703 | $21.5M | 0.02% | −3,769−1.9% | Reduced |
| AQR Capital Management LLC | 192,661 | $21.5M | 0.01% | +43,188+28.9% | Added |
| UBS Asset Management Americas Inc | 186,932 | $21.1M | 0.00% | +2,410+1.3% | Added |
| WCM Investment Management, LLC | 178,464 | $19.6M | 0.04% | −6,621−3.6% | Reduced |
| Federated Hermes, Inc. | 170,674 | $19.3M | 0.03% | +9,684+6.0% | Added |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $19.2M | 7.18% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 160,691 | $18.1M | 0.03% | −219,520−57.7% | Reduced |
| Millennium Management LLC | 159,825 | $18.0M | 0.01% | +159,825 | New |
| Emerald Mutual Fund Advisers Trust | 158,617 | $17.9M | 0.87% | 00.0% | Unchanged |
| Congress Asset Management Co | 151,351 | $17.1M | 0.12% | +33,760+28.7% | Added |
| Swiss National Bank | 150,220 | $16.9M | 0.01% | +400+0.3% | Added |
| Gator Capital Management, LLC | 145,380 | $16.4M | 3.50% | +9,250+6.8% | Added |
| Wells Fargo & Company | 138,296 | $15.6M | 0.00% | −67,355−32.8% | Reduced |
| William Blair Investment Management, LLC | 133,550 | $15.1M | 0.05% | −92,296−40.9% | Reduced |
| California Public Employees Retirement System | 132,821 | $15.0M | 0.01% | +4,928+3.9% | Added |
| Envestnet Asset Management Inc | 132,428 | $14.9M | 0.00% | −24,020−15.4% | Reduced |
| Ceredex Value Advisors LLC | 131,575 | $14.8M | 0.47% | −30,600−18.9% | Reduced |
| State of Wisconsin Investment Board | 116,376 | $13.1M | 0.03% | +99,624+594.7% | Added |
| Creative Planning | 105,549 | $11.9M | 0.01% | +21,572+25.7% | Added |
| Natixis Advisors, L.P. | 104,223 | $11.8M | 0.02% | +45,390+77.2% | Added |
| Mutual of America Capital Management LLC | 97,269 | $11.0M | 0.12% | −2,858−2.9% | Reduced |
| Legal & General Group Plc | 97,244 | $11.0M | 0.00% | −16,433−14.5% | Reduced |
| STRS Ohio | 96,000 | $10.8M | 0.04% | −6,000−5.9% | Reduced |
| Retirement Systems of Alabama | 87,536 | $9.87M | 0.03% | +1,847+2.2% | Added |
| California State Teachers Retirement System | 87,178 | $9.83M | 0.01% | +15,997+22.5% | Added |
| Barclays PLC | 80,632 | $9.09M | 0.00% | −104,325−56.4% | Reduced |
| Deutsche Bank AG | 80,603 | $9.09M | 0.00% | −9,122−10.2% | Reduced |
| Third Avenue Management LLC | 78,245 | $8.83M | 1.43% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 77,151 | $8.70M | 0.02% | +43,375+128.4% | Added |
| BNP Paribas Arbitrage, SA | 76,213 | $8.60M | 0.01% | +55,012+259.5% | Added |
| FIL Ltd | 76,177 | $8.59M | 0.01% | +31,177+69.3% | Added |
| MetLife Investment Management | 73,403 | $8.28M | 0.04% | −338−0.5% | Reduced |
| Ameriprise Financial Inc | 72,915 | $8.23M | 0.00% | −7,848−9.7% | Reduced |
| Vanguard Asset Management, Ltd | 70,394 | $7.94M | 0.01% | +70,394 | New |
| Jain Global LLC | 69,756 | $7.87M | 0.10% | +69,756 | New |
| Manufacturers Life Insurance Company, The | 69,343 | $7.82M | 0.01% | −3,299−4.5% | Reduced |
| Edgestream Partners, L.P. | 65,640 | $7.40M | 0.24% | +65,640 | New |
| Thrivent Financial for Lutherans | 64,595 | $7.29M | 0.01% | +9,319+16.9% | Added |
| Karl Kapital LLC | 62,314 | $7.03M | 4.87% | +10,586+20.5% | Added |
| Two Sigma Investments, LP | 61,835 | $6.97M | 0.01% | −8,095−11.6% | Reduced |
| Jane Street Group, LLC | 61,547 | $6.94M | 0.01% | +58,740+2,092.6% | Added |
| CBOE Vest Financial, LLC | 61,254 | $6.91M | 0.08% | +8,150+15.3% | Added |
| Campbell & CO Investment Adviser LLC | 60,770 | $6.85M | 0.39% | +60,770 | New |
| Renaissance Technologies LLC | 59,170 | $6.67M | 0.01% | −80,100−57.5% | Reduced |
| King Luther Capital Management Corp | 59,066 | $6.66M | 0.03% | +3,790+6.9% | Added |
| New York State Teachers Retirement System | 58,158 | $6.56M | 0.01% | −2,318−3.8% | Reduced |
| Nicolet Bankshares Inc | 55,956 | $6.31M | 0.23% | +55,956 | New |