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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 0 | $9 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $113 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 2 | $226 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $226 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $226 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 4 | $451 | 0.00% | +3+300.0% | Added |
| Prestige Wealth Management Group LLC | 4 | $453 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $564 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $564 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $564 | 0.00% | +5 | New |
| Twin Peaks Wealth Advisors, LLC | 7 | $790 | 0.00% | +7 | New |
| Washington Trust Advisors, Inc. | 9 | $1.02K | 0.00% | −21−70.0% | Reduced |
| Clearstead Advisors, LLC | 10 | $1.13K | 0.00% | −255−96.2% | Reduced |
| Torren Management, LLC | 10 | $1.16K | 0.00% | −311−96.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.24K | 0.00% | −1−8.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $1.25K | 0.00% | +4+57.1% | Added |
| IFP Advisors, Inc | 12 | $1.35K | 0.00% | −21−63.6% | Reduced |
| NBT Bank N A | 12 | $1.35K | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $1.35K | 0.00% | +6+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $1.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $1.58K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $1.63K | 0.00% | +13+1,300.0% | Added |
| Spire Wealth Management | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $1.92K | 0.00% | +17 | New |
| TD Capital Management LLC | 17 | $1.92K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $2.00K | 0.00% | +20+333.3% | Added |
| WPG Advisers, LLC | 19 | $2.14K | 0.00% | +12+171.4% | Added |
| NBC Securities, Inc. | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $2.37K | 0.00% | +21 | New |
| Ares Financial Consulting, LLC | 21 | $2.41K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $2.48K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 23 | $2.60K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 24 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 33 | $3.72K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 35 | $4.03K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 36 | $4.06K | 0.00% | +36 | New |
| Manchester Capital Management LLC | 36 | $4.06K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 42 | $4.74K | 0.00% | +20+90.9% | Added |
| FNY Investment Advisers, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 48 | $5.41K | 0.00% | +48 | New |
| Quarry LP | 50 | $5.64K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 55 | $6.20K | 0.00% | +30+120.0% | Added |
| Rossby Financial, LCC | 55 | $6.31K | 0.00% | +46+511.1% | Added |
| Key Financial Inc | 63 | $7.11K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 73 | $8.23K | 0.00% | −150−67.3% | Reduced |
| JFS Wealth Advisors, LLC | 78 | $8.81K | 0.00% | +3+4.0% | Added |
| Ronald Blue Trust, Inc. | 82 | $9.25K | 0.00% | +9+12.3% | Added |
| Brown Brothers Harriman & Co | 90 | $10.2K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 95 | $10.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 102 | $11.5K | 0.00% | +102 | New |
| Peregrine Capital Management LLC | 110 | $12.4K | 0.00% | −48,741−99.8% | Reduced |
| Danske Bank A/S | 110 | $12.4K | 0.00% | −1,200−91.6% | Reduced |
| Aquatic Capital Management LLC | 111 | $12.5K | 0.00% | −9,493−98.8% | Reduced |
| Huntington National Bank | 121 | $13.6K | 0.00% | +43+55.1% | Added |
| Massmutual Trust Co FSB | 135 | $15.2K | 0.00% | +5+3.8% | Added |
| Accent Capital Management, LLC | 144 | $16.3K | 0.01% | −6−4.0% | Reduced |
| Larson Financial Group LLC | 149 | $16.8K | 0.00% | +10+7.2% | Added |
| Quent Capital, LLC | 149 | $16.8K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 158 | $17.9K | 0.00% | +2+1.3% | Added |
| Root Financial Partners, LLC | 210 | $23.7K | 0.00% | +42+25.0% | Added |
| Optiver Holding B.V. | 226 | $25.5K | 0.00% | −140−38.3% | Reduced |
| Fairman Group, LLC | 226 | $25.6K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 231 | $26.1K | 0.01% | +231 | New |
| Central Trust Co | 238 | $26.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 246 | $27.7K | 0.00% | −49−16.6% | Reduced |
| Axiom Investment Management LLC | 250 | $28.2K | 0.02% | +250 | New |
| Simplex Trading, LLC | 262 | $29.6K | 0.00% | +262 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $30.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 291 | $32.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 293 | $33.0K | 0.00% | −48−14.1% | Reduced |
| Bayforest Capital Ltd | 297 | $33.5K | 0.04% | −1,022−77.5% | Reduced |
| Wellington Grp LLC | 299 | $33.7K | 0.01% | −75−20.1% | Reduced |
| Nomura Asset Management Co Ltd | 300 | $33.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $33.8K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 265 | $37.8K | 0.02% | +56+26.8% | Added |
| Harbor Capital Advisors, Inc. | 353 | $40.0K | 0.00% | +166+88.8% | Added |
| Hilton Head Capital Partners, LLC | 365 | $41.2K | 0.02% | +69+23.3% | Added |
| Kemnay Advisory Services Inc. | 380 | $42.9K | 0.01% | +146+62.4% | Added |
| EverSource Wealth Advisors, LLC | 396 | $44.7K | 0.00% | +17+4.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 581 | $65.5K | 0.01% | −7−1.2% | Reduced |
| Eurizon Capital SGR S.p.A. | 642 | $71.0K | 0.00% | −121−15.9% | Reduced |
| Clarity Asset Management, Inc. | 650 | $73.4K | 0.04% | +2+0.3% | Added |
| Trust Co | 670 | $75.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 706 | $79.0K | 0.05% | −436−38.2% | Reduced |
| Marquette Asset Management, LLC | 826 | $93.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 879 | $96.7K | 0.00% | −9−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 862 | $97.2K | 0.00% | +437+102.8% | Added |
| Versant Capital Management, Inc | 872 | $98.4K | 0.01% | +362+71.0% | Added |
| Hilltop National Bank | 920 | $103.8K | 0.02% | +38+4.3% | Added |
| 1620 Investment Advisors, Inc. | 987 | $111.3K | 0.08% | +9+0.9% | Added |
| Allworth Financial LP | 1,134 | $127.9K | 0.00% | +903+390.9% | Added |
| MAI Capital Management | 1,278 | $144.1K | 0.00% | +351+37.9% | Added |
| Advisory Services Network, LLC | 1,298 | $146.4K | 0.00% | +1,298 | New |
| Parallel Advisors, LLC | 1,377 | $155.3K | 0.00% | +160+13.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,389 | $156.7K | 0.00% | +297+27.2% | Added |