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 |
|---|---|---|---|---|---|
| Elizabeth Park Capital Advisors, Ltd. | 22,002 | $2.48M | 1.91% | +14,700+201.3% | Added |
| Ensign Peak Advisors, Inc | 22,084 | $2.49M | 0.00% | −793−3.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $2.59M | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 23,458 | $2.65M | 0.00% | +294+1.3% | Added |
| Pathstone Holdings, LLC | 23,789 | $2.68M | 0.01% | −1,087−4.4% | Reduced |
| Allstate Corp | 24,387 | $2.75M | 0.03% | +24,387 | New |
| D. E. Shaw & Co., Inc. | 24,554 | $2.77M | 0.00% | +24,554 | New |
| Tudor Investment Corp Et Al | 24,929 | $2.81M | 0.02% | +24,929 | New |
| Bullseye Asset Management LLC | 25,000 | $2.82M | 1.63% | +25,000 | New |
| Friday Financial | 25,912 | $2.92M | 1.01% | +120.0% | Added |
| Buckingham Strategic Partners | 28,082 | $3.17M | 0.03% | +1,805+6.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,168 | $3.18M | 0.01% | +4,249+17.8% | Added |
| State of Tennessee, Treasury Department | 28,248 | $3.19M | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 28,400 | $3.20M | 0.01% | +20,844+275.9% | Added |
| Susquehanna Fundamental Investments, LLC | 28,567 | $3.22M | 0.12% | −40,173−58.4% | Reduced |
| Brevan Howard Capital Management LP | 29,142 | $3.23M | 0.03% | +27,321+1,500.3% | Added |
| Commerce Bank | 29,422 | $3.32M | 0.02% | −479−1.6% | Reduced |
| Fifth Third Bancorp | 30,007 | $3.38M | 0.01% | +29,431+5,109.5% | Added |
| Horizon Investments, LLC | 30,063 | $3.39M | 0.04% | +28,724+2,145.2% | Added |
| Amalgamated Bank | 30,910 | $3.49M | 0.03% | +804+2.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,308 | $3.53M | 0.01% | +715+2.3% | Added |
| Janus Henderson Group PLC | 33,001 | $3.72M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 33,763 | $3.81M | 0.04% | +33,763 | New |
| Russell Investments Group, Ltd. | 33,925 | $3.82M | 0.00% | +2,913+9.4% | Added |
| Phocas Financial Corp. | 33,952 | $3.83M | 0.60% | −9,452−21.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,101 | $3.85M | 0.01% | +318+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 34,219 | $3.86M | 0.01% | −11,912−25.8% | Reduced |
| Verition Fund Management LLC | 34,391 | $3.88M | 0.04% | −99,608−74.3% | Reduced |
| Mariner, LLC | 35,132 | $3.96M | 0.00% | −1,329−3.6% | Reduced |
| LPL Financial LLC | 35,834 | $4.04M | 0.00% | −5,869−14.1% | Reduced |
| Wedge Capital Management L L P | 37,062 | $4.18M | 0.08% | −12,918−25.8% | Reduced |
| Prudential PLC | 37,411 | $4.22M | 0.03% | +37,411 | New |
| Vanguard Global Advisers, LLC | 37,721 | $4.25M | 0.00% | +37,721 | New |
| B. Metzler seel. Sohn & Co. AG | 38,261 | $4.32M | 0.04% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 38,886 | $4.39M | 0.86% | −26,114−40.2% | Reduced |
| Jones Financial Companies LLLP | 41,965 | $4.59M | 0.00% | +36,593+681.2% | Added |
| Public Employees Retirement System of Ohio | 41,143 | $4.64M | 0.02% | −1,449−3.4% | Reduced |
| Great West Life Assurance Co | 41,283 | $4.66M | 0.01% | +686+1.7% | Added |
| Rafferty Asset Management, LLC | 41,925 | $4.73M | 0.02% | −29,176−41.0% | Reduced |
| Petiole USA ltd | 42,622 | $4.81M | 3.36% | +18,500+76.7% | Added |
| Brant Point Investment Management LLC | 43,394 | $4.89M | 1.34% | −660−1.5% | Reduced |
| FJ Capital Management LLC | 43,740 | $4.93M | 0.56% | +17,191+64.8% | Added |
| Oppenheimer Asset Management Inc. | 44,091 | $4.97M | 0.06% | −624−1.4% | Reduced |
| Point72 Asset Management, L.P. | 45,497 | $5.13M | 0.01% | +45,497 | New |
| Holocene Advisors, LP | 46,010 | $5.19M | 0.01% | +15,184+49.3% | Added |
| Citigroup Inc | 47,885 | $5.40M | 0.00% | −14,040−22.7% | Reduced |
| Advisor Group Holdings, Inc. | 48,181 | $5.43M | 0.01% | −83−0.2% | Reduced |
| Midwest Trust Co | 48,416 | $5.46M | 0.07% | −1,240−2.5% | Reduced |
| GHP Investment Advisors, Inc. | 48,740 | $5.50M | 0.23% | +1,995+4.3% | Added |
| Kennedy Capital Management, Inc. | 49,145 | $5.54M | 0.12% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 50,160 | $5.66M | 0.04% | +50,160 | New |
| Triveni Capital Investments LP | 50,932 | $5.74M | 5.69% | 00.0% | Unchanged |
| Brown Advisory Inc | 53,073 | $5.99M | 0.01% | −2,679−4.8% | Reduced |
| Susquehanna International Group, LLP | 54,014 | $6.09M | 0.01% | +41,698+338.6% | Added |
| Handelsbanken Fonder AB | 55,790 | $6.29M | 0.02% | +35,000+168.4% | Added |
| Nicolet Bankshares Inc | 55,956 | $6.31M | 0.23% | +55,956 | New |
| New York State Teachers Retirement System | 58,158 | $6.56M | 0.01% | −2,318−3.8% | Reduced |
| King Luther Capital Management Corp | 59,066 | $6.66M | 0.03% | +3,790+6.9% | Added |
| Renaissance Technologies LLC | 59,170 | $6.67M | 0.01% | −80,100−57.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 60,770 | $6.85M | 0.39% | +60,770 | New |
| CBOE Vest Financial, LLC | 61,254 | $6.91M | 0.08% | +8,150+15.3% | Added |
| Jane Street Group, LLC | 61,547 | $6.94M | 0.01% | +58,740+2,092.6% | Added |
| Two Sigma Investments, LP | 61,835 | $6.97M | 0.01% | −8,095−11.6% | Reduced |
| Karl Kapital LLC | 62,314 | $7.03M | 4.87% | +10,586+20.5% | Added |
| Thrivent Financial for Lutherans | 64,595 | $7.29M | 0.01% | +9,319+16.9% | Added |
| Edgestream Partners, L.P. | 65,640 | $7.40M | 0.24% | +65,640 | New |
| Manufacturers Life Insurance Company, The | 69,343 | $7.82M | 0.01% | −3,299−4.5% | Reduced |
| Jain Global LLC | 69,756 | $7.87M | 0.10% | +69,756 | New |
| Vanguard Asset Management, Ltd | 70,394 | $7.94M | 0.01% | +70,394 | New |
| Ameriprise Financial Inc | 72,915 | $8.23M | 0.00% | −7,848−9.7% | Reduced |
| MetLife Investment Management | 73,403 | $8.28M | 0.04% | −338−0.5% | Reduced |
| FIL Ltd | 76,177 | $8.59M | 0.01% | +31,177+69.3% | Added |
| BNP Paribas Arbitrage, SA | 76,213 | $8.60M | 0.01% | +55,012+259.5% | Added |
| Squarepoint Ops LLC | 77,151 | $8.70M | 0.02% | +43,375+128.4% | Added |
| Third Avenue Management LLC | 78,245 | $8.83M | 1.43% | 00.0% | Unchanged |
| Deutsche Bank AG | 80,603 | $9.09M | 0.00% | −9,122−10.2% | Reduced |
| Barclays PLC | 80,632 | $9.09M | 0.00% | −104,325−56.4% | Reduced |
| California State Teachers Retirement System | 87,178 | $9.83M | 0.01% | +15,997+22.5% | Added |
| Retirement Systems of Alabama | 87,536 | $9.87M | 0.03% | +1,847+2.2% | Added |
| STRS Ohio | 96,000 | $10.8M | 0.04% | −6,000−5.9% | Reduced |
| Legal & General Group Plc | 97,244 | $11.0M | 0.00% | −16,433−14.5% | Reduced |
| Mutual of America Capital Management LLC | 97,269 | $11.0M | 0.12% | −2,858−2.9% | Reduced |
| Natixis Advisors, L.P. | 104,223 | $11.8M | 0.02% | +45,390+77.2% | Added |
| Creative Planning | 105,549 | $11.9M | 0.01% | +21,572+25.7% | Added |
| State of Wisconsin Investment Board | 116,376 | $13.1M | 0.03% | +99,624+594.7% | Added |
| Ceredex Value Advisors LLC | 131,575 | $14.8M | 0.47% | −30,600−18.9% | Reduced |
| Envestnet Asset Management Inc | 132,428 | $14.9M | 0.00% | −24,020−15.4% | Reduced |
| California Public Employees Retirement System | 132,821 | $15.0M | 0.01% | +4,928+3.9% | Added |
| William Blair Investment Management, LLC | 133,550 | $15.1M | 0.05% | −92,296−40.9% | Reduced |
| Wells Fargo & Company | 138,296 | $15.6M | 0.00% | −67,355−32.8% | Reduced |
| Gator Capital Management, LLC | 145,380 | $16.4M | 3.50% | +9,250+6.8% | Added |
| Swiss National Bank | 150,220 | $16.9M | 0.01% | +400+0.3% | Added |
| Congress Asset Management Co | 151,351 | $17.1M | 0.12% | +33,760+28.7% | Added |
| Emerald Mutual Fund Advisers Trust | 158,617 | $17.9M | 0.87% | 00.0% | Unchanged |
| Millennium Management LLC | 159,825 | $18.0M | 0.01% | +159,825 | New |
| Adage Capital Partners GP, L.L.C. | 160,691 | $18.1M | 0.03% | −219,520−57.7% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $19.2M | 7.18% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 170,674 | $19.3M | 0.03% | +9,684+6.0% | Added |
| WCM Investment Management, LLC | 178,464 | $19.6M | 0.04% | −6,621−3.6% | Reduced |
| UBS Asset Management Americas Inc | 186,932 | $21.1M | 0.00% | +2,410+1.3% | Added |