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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 192,661 | $21.5M | 0.01% | +43,188+28.9% | Added |
| SEI Investments Co | 190,703 | $21.5M | 0.02% | −3,769−1.9% | Reduced |
| New York State Common Retirement Fund | 193,663 | $21.8M | 0.03% | −273−0.1% | Reduced |
| Boston Trust Walden Corp | 208,003 | $23.5M | 0.19% | −29,127−12.3% | Reduced |
| ProShare Advisors LLC | 215,435 | $24.3M | 0.04% | −94,222−30.4% | Reduced |
| Rhumbline Advisers | 227,782 | $25.7M | 0.02% | +3,276+1.5% | Added |
| Stieven Capital Advisors, L.P. | 228,789 | $25.8M | 5.51% | −800−0.3% | Reduced |
| Fisher Asset Management, LLC | 242,438 | $27.3M | 0.01% | −24,313−9.1% | Reduced |
| Qube Research & Technologies Ltd | 266,732 | $30.1M | 0.04% | +170,107+176.0% | Added |
| Emerald Advisers, LLC | 267,438 | $30.2M | 0.95% | −7,858−2.9% | Reduced |
| Invesco Ltd. | 274,336 | $30.9M | 0.00% | −8,777−3.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 277,054 | $31.2M | 0.02% | +41,396+17.6% | Added |
| Bessemer Group Inc | 281,238 | $31.7M | 0.05% | +280,785+61,983.4% | Added |
| Raymond James Financial Inc | 285,310 | $32.2M | 0.01% | +9,707+3.5% | Added |
| UBS Group AG | 292,827 | $33.0M | 0.01% | −59,958−17.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 294,880 | $33.3M | 0.33% | +294,880 | New |
| JPMorgan Chase & Co | 310,883 | $34.2M | 0.00% | −58,176−15.8% | Reduced |
| Schroder Investment Management Group | 321,910 | $35.4M | 0.03% | −158,603−33.0% | Reduced |
| Franklin Resources Inc | 314,145 | $35.4M | 0.01% | −32,559−9.4% | Reduced |
| NFJ Investment Group, LLC | 325,964 | $36.8M | 1.40% | −22,272−6.4% | Reduced |
| Massachusetts Financial Services Co | 339,702 | $38.3M | 0.01% | −13,539−3.8% | Reduced |
| Systematic Financial Management LP | 346,445 | $39.1M | 0.90% | +610+0.2% | Added |
| Neumeier Poma Investment Counsel LLC | 403,907 | $45.6M | 3.75% | +67,195+20.0% | Added |
| Captrust Financial Advisors | 446,393 | $50.3M | 0.09% | −13,026−2.8% | Reduced |
| Vanguard Fiduciary Trust Co | 463,142 | $52.2M | 0.01% | +463,142 | New |
| Johnson Investment Counsel Inc | 482,949 | $54.5M | 0.44% | +120,831+33.4% | Added |
| Bank of New York Mellon Corp | 552,717 | $62.3M | 0.01% | −824−0.1% | Reduced |
| Price T Rowe Associates Inc | 607,314 | $68.5M | 0.01% | +121,248+24.9% | Added |
| Clearbridge Investments, LLC | 649,571 | $73.3M | 0.06% | +35,534+5.8% | Added |
| Nuveen, LLC | 656,034 | $74.0M | 0.02% | −134,711−17.0% | Reduced |
| Global Alpha Capital Management Ltd. | 658,982 | $74.3M | 4.47% | +26,766+4.2% | Added |
| Bank of America Corp | 695,276 | $78.4M | 0.01% | +45,547+7.0% | Added |
| GW&K Investment Management, LLC | 701,187 | $79.1M | 0.70% | −17,090−2.4% | Reduced |
| Principal Financial Group Inc | 712,859 | $80.4M | 0.04% | −14,160−1.9% | Reduced |
| Northern Trust Corp | 880,345 | $99.3M | 0.01% | +27,047+3.2% | Added |
| Goldman Sachs Group Inc | 896,104 | $101.1M | 0.01% | +89,681+11.1% | Added |
| First Trust Advisors LP | 899,400 | $101.4M | 0.07% | +96,149+12.0% | Added |
| Charles Schwab Investment Management Inc | 966,744 | $109.0M | 0.02% | +5,913+0.6% | Added |
| Victory Capital Management Inc | 979,052 | $110.4M | 0.07% | −124,034−11.2% | Reduced |
| Morgan Stanley | 1,006,918 | $113.6M | 0.01% | +190,536+23.3% | Added |
| Citadel Advisors LLC | 1,068,582 | $120.5M | 0.09% | −172,583−13.9% | Reduced |
| Alliancebernstein L.P. | 1,219,978 | $140.3M | 0.05% | −222,895−15.4% | Reduced |
| Earnest Partners LLC | 1,277,889 | $144.1M | 0.59% | −28,753−2.2% | Reduced |
| American Century Companies Inc | 1,345,844 | $151.8M | 0.08% | −165,404−10.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,357,177 | $155.6M | 0.26% | −292,899−17.8% | Reduced |
| Neuberger Berman Group LLC | 1,699,639 | $191.7M | 0.15% | −44,264−2.5% | Reduced |
| Geode Capital Management, LLC | 1,947,446 | $219.7M | 0.01% | +39,468+2.1% | Added |
| FMR LLC | 2,422,435 | $273.2M | 0.01% | −213,068−8.1% | Reduced |
| Wellington Management Group LLP | 2,707,124 | $305.3M | 0.06% | +116,344+4.5% | Added |
| Dimensional Fund Advisors LP | 2,909,932 | $328.2M | 0.07% | +55,005+1.9% | Added |
| Vanguard Capital Management LLC | 3,101,293 | $349.8M | 0.01% | +3,101,293 | New |
| State Street Corp | 3,981,601 | $450.8M | 0.02% | −200,919−4.8% | Reduced |
| Vanguard Portfolio Management LLC | 4,136,220 | $466.5M | 0.02% | +4,136,220 | New |
| Umb Bank N A | 4,723,573 | $532.8M | 7.44% | −86,251−1.8% | Reduced |
| BlackRock, Inc. | 9,344,467 | $1.05B | 0.02% | +228,107+2.5% | Added |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −115,120−100.0% | Sold out |
| OP Asset Management Ltd | 0 | $0 | 0.00% | −31,830−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −27,900−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −19,692−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −13,866−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,662−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −4,342−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,752−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −3,679−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| MidWestOne Financial Group, Inc. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Meritage Portfolio Management | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |