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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 1,390 | $156.8K | 0.01% | +16+1.2% | Added |
| Los Angeles Capital Management LLC | 1,396 | $157.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,441 | $162.5K | 0.01% | +68+5.0% | Added |
| Acropolis Investment Management, LLC | 1,482 | $167.2K | 0.01% | +1,482 | New |
| State of Wyoming | 1,528 | $172.3K | 0.02% | −138−8.3% | Reduced |
| Elevated Capital Advisors, LLC | 1,667 | $188.0K | 0.05% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,780 | $200.8K | 0.01% | +1,780 | New |
| JNBA Financial Advisors | 1,841 | $207.6K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,841 | $207.7K | 0.11% | +495+36.8% | Added |
| Ellenbecker Investment Group | 1,874 | $211.4K | 0.03% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 1,938 | $218.6K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,998 | $225.4K | 0.00% | +152+8.2% | Added |
| Guardian Wealth Advisors, LLC | 2,010 | $227.5K | 0.01% | +8+0.4% | Added |
| Panagora Asset Management Inc | 2,032 | $229.2K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 2,033 | $229.3K | 0.00% | −134−6.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,057 | $232.0K | 0.00% | +718+53.6% | Added |
| ETF Store, Inc. | 2,058 | $232.1K | 0.23% | −850−29.2% | Reduced |
| DRW Securities, LLC | 2,074 | $233.9K | 0.01% | −5,494−72.6% | Reduced |
| Yorktown Management & Research Co Inc | 2,100 | $236.9K | 0.20% | +2,100 | New |
| Winton Group Ltd | 2,115 | $238.6K | 0.01% | +2,115 | New |
| Aptus Capital Advisors, LLC | 2,156 | $243.2K | 0.00% | +16+0.7% | Added |
| Equitable Holdings, Inc. | 2,134 | $245.5K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,260 | $254.9K | 0.01% | +2,200+3,666.7% | Added |
| 1832 Asset Management L.P. | 2,268 | $255.8K | 0.00% | −130−5.4% | Reduced |
| First Affirmative Financial Network | 2,272 | $256.3K | 0.10% | +2,272 | New |
| CIBC Asset Management Inc | 2,278 | $256.9K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,299 | $259.3K | 0.00% | +325+16.5% | Added |
| CTC Alternative Strategies, Ltd. | 2,300 | $259.4K | 0.59% | +2,300 | New |
| Resources Investment Advisors, LLC. | 2,300 | $259.4K | 0.00% | −320−12.2% | Reduced |
| Everence Capital Management Inc | 2,320 | $262.0K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 2,331 | $262.9K | 0.00% | −2,225−48.8% | Reduced |
| Beacon Pointe Advisors, LLC | 2,342 | $264.1K | 0.00% | +2,342 | New |
| Keating Financial Advisory Services, Inc. | 2,372 | $267.5K | 0.04% | +7+0.3% | Added |
| Harbour Investments, Inc. | 2,376 | $268.0K | 0.00% | +2,373+79,100.0% | Added |
| Greenleaf Trust | 2,393 | $269.9K | 0.00% | +25+1.1% | Added |
| Marshall Wace, LLP | 2,400 | $270.7K | 0.00% | +2,400 | New |
| Integrated Advisors Network LLC | 2,408 | $271.6K | 0.01% | −22,736−90.4% | Reduced |
| Shelton Capital Management | 2,414 | $272.3K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 2,109 | $274.8K | 0.03% | +2,109 | New |
| MML Investors Services, LLC | 2,460 | $277.5K | 0.00% | −1,310−34.7% | Reduced |
| PCM Encore, LLC | 2,462 | $277.7K | 0.06% | +31+1.3% | Added |
| Moors & Cabot, Inc. | 2,543 | $286.9K | 0.01% | −400−13.6% | Reduced |
| KBC Group NV | 2,555 | $288.0K | 0.00% | +321+14.4% | Added |
| XTX Topco Ltd | 2,564 | $289.2K | 0.01% | +2,564 | New |
| Coldstream Capital Management Inc | 2,566 | $289.4K | 0.00% | +171+7.1% | Added |
| Canada Pension Plan Investment Board | 2,600 | $293.3K | 0.00% | −5,200−66.7% | Reduced |
| High Note Wealth, LLC | 2,623 | $295.8K | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 2,664 | $300.5K | 0.00% | +271+11.3% | Added |
| Aprio Wealth Management, LLC | 2,679 | $302.2K | 0.02% | +867+47.8% | Added |
| AlphaGrep UK Ltd | 2,691 | $303.5K | 0.09% | +2,691 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 2,695 | $304.0K | 0.00% | +2,695 | New |
| First National Advisers, LLC | 2,724 | $307.2K | 0.04% | −845−23.7% | Reduced |
| Savant Capital, LLC | 2,733 | $308.3K | 0.00% | +2,733 | New |
| MQS Management LLC | 2,743 | $309.4K | 0.21% | −46−1.6% | Reduced |
| Kornitzer Capital Management Inc | 2,800 | $315.8K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,802 | $316.1K | 0.07% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,835 | $319.8K | 0.07% | −124−4.2% | Reduced |
| Ethic Inc. | 2,851 | $321.6K | 0.01% | −104−3.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,858 | $322.4K | 0.01% | +778+37.4% | Added |
| Mount Yale Investment Advisors, LLC | 2,872 | $324.0K | 0.01% | +2,872 | New |
| Persistent Asset Partners Ltd | 2,879 | $324.7K | 0.13% | +2,879 | New |
| Avantax Planning Partners, Inc. | 2,916 | $328.9K | 0.01% | +930+46.8% | Added |
| United Capital Financial Advisers, LLC | 2,927 | $330.1K | 0.00% | +1,083+58.7% | Added |
| Flywheel Private Wealth LLC | 3,000 | $338.4K | 0.19% | +3,000 | New |
| Steward Partners Investment Advisory, LLC | 3,096 | $349.2K | 0.00% | +186+6.4% | Added |
| Mercer Global Advisors Inc | 3,096 | $349.2K | 0.00% | +533+20.8% | Added |
| LexAurum Advisors, LLC | 3,137 | $353.8K | 0.05% | +3,137 | New |
| First Community Trust NA | 3,180 | $358.7K | 0.26% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,250 | $366.6K | 0.01% | −890−21.5% | Reduced |
| Oppenheimer & Co Inc | 3,263 | $368.0K | 0.00% | −50−1.5% | Reduced |
| Vontobel Holding Ltd. | 3,265 | $368.3K | 0.00% | −130−3.8% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $382.0K | 0.19% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,444 | $388.5K | 0.00% | −2,980−46.4% | Reduced |
| Profund Advisors LLC | 3,466 | $390.9K | 0.01% | −417−10.7% | Reduced |
| Rockefeller Capital Management L.P. | 3,471 | $391.6K | 0.00% | +1,843+113.2% | Added |
| Vestcor Inc | 3,567 | $402.0K | 0.01% | +3,567 | New |
| GTS Securities LLC | 3,577 | $403.4K | 0.01% | +3,577 | New |
| Abel Hall, LLC | 3,603 | $406.4K | 0.09% | −761−17.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,650 | $411.7K | 0.17% | +1,250+52.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,650 | $411.7K | 0.00% | +3,650 | New |
| Whalen Wealth Management Inc. | 3,739 | $421.7K | 0.23% | +3,739 | New |
| Spirepoint Private Client, LLC | 3,752 | $423.1K | 0.04% | +1,051+38.9% | Added |
| Trust Point Inc. | 3,806 | $429.3K | 0.04% | −597−13.6% | Reduced |
| N.E.W. Advisory Services LLC | 3,808 | $429.5K | 0.03% | +9+0.2% | Added |
| Tower Research Capital LLC (TRC) | 3,814 | $430.2K | 0.01% | +748+24.4% | Added |
| DnB Asset Management AS | 3,828 | $431.8K | 0.00% | +3,828 | New |
| Papp L Roy & Associates | 3,900 | $439.9K | 0.05% | −130−3.2% | Reduced |
| Park Avenue Securities LLC | 3,914 | $441.0K | 0.00% | −438−10.1% | Reduced |
| Commonwealth Equity Services, LLC | 3,937 | $444.0K | 0.00% | +29+0.7% | Added |
| Connable Office Inc | 4,002 | $451.4K | 0.04% | −730−15.4% | Reduced |
| Amundi | 4,027 | $454.2K | 0.00% | +1,937+92.7% | Added |
| Farmers & Merchants Investments Inc | 4,058 | $457.7K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,234 | $477.6K | 0.00% | −2,117−33.3% | Reduced |
| Signaturefd, LLC | 4,251 | $479.5K | 0.01% | +86+2.1% | Added |
| Stembrook Asset Management, LLC | 4,269 | $481.5K | 0.47% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 4,270 | $481.6K | 0.03% | −195−4.4% | Reduced |
| Nisa Investment Advisors, LLC | 4,321 | $489.2K | 0.00% | −14,555−77.1% | Reduced |
| Merit Financial Group, LLC | 4,356 | $491.3K | 0.00% | +107+2.5% | Added |
| Alps Advisors Inc | 4,490 | $506.4K | 0.00% | +4,490 | New |
| Wealth Enhancement Advisory Services, LLC | 4,460 | $513.1K | 0.00% | −12,669−74.0% | Reduced |