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 |
|---|---|---|---|---|---|
| Sanibel Captiva Trust Company, Inc. | 4,768 | $537.8K | 0.02% | −95−2.0% | Reduced |
| ISAM Funds (UK) Ltd | 4,862 | $548.4K | 0.27% | +4,862 | New |
| KLCM Advisors, Inc. | 4,878 | $550.2K | 0.05% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,909 | $553.7K | 0.00% | +1,429+41.1% | Added |
| Financial Advisory Service, Inc. | 4,965 | $560.1K | 0.03% | −3−0.1% | Reduced |
| Whelan Financial | 5,008 | $564.9K | 0.18% | +10.0% | Added |
| Hamilton Capital Partners Inc. | 5,015 | $565.6K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 5,071 | $572.0K | 0.00% | −69−1.3% | Reduced |
| Tributary Capital Management, LLC | 5,072 | $572.1K | 0.06% | −124,458−96.1% | Reduced |
| Evergreen Capital Management LLC | 5,085 | $575.2K | 0.01% | +1,066+26.5% | Added |
| Balyasny Asset Management LLC | 5,120 | $577.5K | 0.00% | −416,945−98.8% | Reduced |
| CenterBook Partners LP | 5,215 | $588.2K | 0.03% | −6,603−55.9% | Reduced |
| Securian Asset Management, Inc | 5,263 | $593.6K | 0.02% | +128+2.5% | Added |
| EP Wealth Advisors, LLC | 5,318 | $599.8K | 0.00% | +137+2.6% | Added |
| Public Employees Retirement Association of Colorado | 5,486 | $619.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,506 | $621.1K | 0.00% | −350−6.0% | Reduced |
| Kerr Financial Planning Corp | 5,224 | $654.8K | 0.81% | +5,021+2,473.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,900 | $665.5K | 0.00% | +1,077+22.3% | Added |
| Man Group plc | 6,189 | $698.1K | 0.00% | +419+7.3% | Added |
| Fiduciary Trust Co | 6,218 | $701.3K | 0.01% | −1,423−18.6% | Reduced |
| Hantz Financial Services, Inc. | 6,236 | $703.0K | 0.01% | +4,169+201.7% | Added |
| Fox Run Management, L.L.C. | 6,409 | $704.9K | 0.12% | +6,409 | New |
| Cambria Investment Management, L.P. | 6,264 | $706.5K | 0.04% | +702+12.6% | Added |
| Martingale Asset Management L P | 6,506 | $733.8K | 0.02% | +6,506 | New |
| Skopos Labs, Inc. | 6,646 | $749.6K | 0.02% | +6,646 | New |
| Gerber Kawasaki Wealth & Investment Management | 6,782 | $765.0K | 0.02% | −164−2.4% | Reduced |
| M&T Bank Corp | 6,832 | $770.1K | 0.00% | −346−4.8% | Reduced |
| CIBC Bancorp USA Inc. | 7,007 | $790.3K | 0.00% | +7,007 | New |
| State of Alaska, Department of Revenue | 7,136 | $804.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 7,272 | $820.2K | 0.02% | +125+1.7% | Added |
| PMC FIG Opportunities LLC | 7,302 | $823.6K | 1.28% | +7,302 | New |
| Kavar Capital Partners Group, LLC | 7,402 | $834.9K | 0.10% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 7,433 | $838.3K | 0.03% | −754−9.2% | Reduced |
| Teacher Retirement System of Texas | 7,434 | $838.5K | 0.00% | −4,167−35.9% | Reduced |
| Bank of Montreal | 7,597 | $856.9K | 0.00% | +547+7.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,651 | $863.0K | 0.00% | −2,098−21.5% | Reduced |
| Colony Group, LLC | 7,787 | $878.5K | 0.00% | +971+14.2% | Added |
| Truist Financial Corp | 8,095 | $913.0K | 0.00% | +119+1.5% | Added |
| The PNC Financial Services Group, Inc. | 8,236 | $928.9K | 0.00% | −569−6.5% | Reduced |
| RSM US Wealth Management LLC | 8,337 | $944.0K | 0.01% | +786+10.4% | Added |
| IHT Wealth Management, LLC | 8,379 | $945.1K | 0.02% | +10.0% | Added |
| Pacer Advisors, Inc. | 8,479 | $956.0K | 0.00% | −62−0.7% | Reduced |
| Accredited Investors Inc. | 8,489 | $957.5K | 0.05% | −1,450−14.6% | Reduced |
| Sterling Capital Management LLC | 8,657 | $976.4K | 0.02% | −2,111−19.6% | Reduced |
| Ieq Capital, LLC | 8,875 | $1.00M | 0.00% | −2,773−23.8% | Reduced |
| Entropy Technologies, LP | 8,962 | $1.01M | 0.05% | +8,962 | New |
| State Board of Administration of Florida Retirement System | 9,869 | $1.11M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,159 | $1.15M | 0.00% | +34+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 10,218 | $1.15M | 0.01% | +830+8.8% | Added |
| Xponance, Inc. | 10,278 | $1.16M | 0.01% | +1,447+16.4% | Added |
| GWM Advisors LLC | 10,440 | $1.18M | 0.00% | +727+7.5% | Added |
| Fourthstone LLC | 10,500 | $1.18M | 0.20% | +10,500 | New |
| Atwood & Palmer Inc | 10,729 | $1.21M | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10,999 | $1.24M | 0.15% | +40.0% | Added |
| Bridgeway Capital Management, LLC | 11,005 | $1.24M | 0.02% | +11,005 | New |
| Hancock Whitney Corp | 10,263 | $1.29M | 0.02% | +619+6.4% | Added |
| Cetera Investment Advisers | 11,497 | $1.30M | 0.00% | −498−4.2% | Reduced |
| JustInvest LLC | 12,099 | $1.36M | 0.01% | +6,029+99.3% | Added |
| Pictet Asset Management Holding SA | 12,280 | $1.39M | 0.00% | +860+7.5% | Added |
| Voya Investment Management LLC | 12,354 | $1.39M | 0.00% | −489−3.8% | Reduced |
| Steele Capital Management, Inc. | 12,371 | $1.40M | 0.06% | +40.0% | Added |
| Brinker Capital Investments, LLC | 12,688 | $1.43M | 0.01% | −427−3.3% | Reduced |
| HSBC Holdings PLC | 13,355 | $1.51M | 0.00% | +9,932+290.2% | Added |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.53M | 1.70% | 00.0% | Unchanged |
| US Bancorp | 13,737 | $1.55M | 0.00% | −1,813−11.7% | Reduced |
| Farther Finance Advisors, LLC | 13,554 | $1.55M | 0.01% | −14−0.1% | Reduced |
| New Mexico Educational Retirement Board | 13,900 | $1.57M | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,291 | $1.61M | 0.00% | −11,960−45.6% | Reduced |
| CWM, LLC | 14,434 | $1.63M | 0.00% | +560+4.0% | Added |
| Oregon Public Employees Retirement Fund | 14,616 | $1.65M | 0.02% | +400+2.8% | Added |
| Interval Partners, LP | 15,046 | $1.70M | 0.06% | +15,046 | New |
| Atria Investments LLC | 15,356 | $1.73M | 0.02% | −1,446−8.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,996 | $1.80M | 0.03% | +22+0.1% | Added |
| KLP Kapitalforvaltning AS | 16,695 | $1.89M | 0.01% | −400−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,857 | $1.90M | 0.04% | +16,857 | New |
| State of Michigan Retirement System | 17,141 | $1.93M | 0.01% | +300+1.8% | Added |
| Intech Investment Management LLC | 17,594 | $1.98M | 0.02% | −12,848−42.2% | Reduced |
| Quadrant Capital Group LLC | 17,777 | $2.01M | 0.06% | +89+0.5% | Added |
| Diversified Portfolios, Inc. | 17,883 | $2.02M | 0.17% | −3,223−15.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,890 | $2.02M | 0.01% | +23+0.1% | Added |
| Old National Bancorp | 18,030 | $2.03M | 0.03% | −2,542−12.4% | Reduced |
| Royal Bank of Canada | 18,591 | $2.10M | 0.00% | −15,147−44.9% | Reduced |
| Ameritas Investment Partners, Inc. | 19,158 | $2.16M | 0.07% | +69+0.4% | Added |
| Paragon Capital Management LLC | 19,272 | $2.17M | 1.08% | 00.0% | Unchanged |
| First National Bank of Omaha | 19,701 | $2.20M | 0.07% | −9,181−31.8% | Reduced |
| Picton Mahoney Asset Management | 19,526 | $2.20M | 0.02% | +19,526 | New |
| Police & Firemen's Retirement System of New Jersey | 19,936 | $2.25M | 0.02% | −40.0% | Reduced |
| Boothbay Fund Management, LLC | 20,087 | $2.27M | 0.05% | +20,087 | New |
| Vanguard Investments Australia, Ltd. | 20,136 | $2.27M | 0.01% | +20,136 | New |
| Great Lakes Advisors, LLC | 20,211 | $2.28M | 0.02% | −1,195−5.6% | Reduced |
| Allianz Asset Management GmbH | 20,571 | $2.32M | 0.00% | −39,952−66.0% | Reduced |
| Louisiana State Employees Retirement System | 20,700 | $2.33M | 0.04% | +900+4.5% | Added |
| State of New Jersey Common Pension Fund D | 20,705 | $2.34M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,784 | $2.34M | 0.00% | +8,013+62.7% | Added |
| Arizona State Retirement System | 20,863 | $2.35M | 0.01% | −191−0.9% | Reduced |
| Yousif Capital Management, LLC | 20,872 | $2.35M | 0.03% | −1,250−5.7% | Reduced |
| Bayview Asset Management, LLC | 20,968 | $2.36M | 1.97% | +10,968+109.7% | Added |
| Stifel Financial Corp | 21,026 | $2.37M | 0.00% | +1,420+7.2% | Added |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.39M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 21,692 | $2.45M | 0.02% | +656+3.1% | Added |