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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 55,790 | $6.29M | 0.02% | +35,000+168.4% | Added |
| Susquehanna International Group, LLP | 54,014 | $6.09M | 0.01% | +41,698+338.6% | Added |
| Brown Advisory Inc | 53,073 | $5.99M | 0.01% | −2,679−4.8% | Reduced |
| Triveni Capital Investments LP | 50,932 | $5.74M | 5.69% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 50,160 | $5.66M | 0.04% | +50,160 | New |
| Kennedy Capital Management, Inc. | 49,145 | $5.54M | 0.12% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 48,740 | $5.50M | 0.23% | +1,995+4.3% | Added |
| Midwest Trust Co | 48,416 | $5.46M | 0.07% | −1,240−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 48,181 | $5.43M | 0.01% | −83−0.2% | Reduced |
| Citigroup Inc | 47,885 | $5.40M | 0.00% | −14,040−22.7% | Reduced |
| Holocene Advisors, LP | 46,010 | $5.19M | 0.01% | +15,184+49.3% | Added |
| Point72 Asset Management, L.P. | 45,497 | $5.13M | 0.01% | +45,497 | New |
| Oppenheimer Asset Management Inc. | 44,091 | $4.97M | 0.06% | −624−1.4% | Reduced |
| FJ Capital Management LLC | 43,740 | $4.93M | 0.56% | +17,191+64.8% | Added |
| Brant Point Investment Management LLC | 43,394 | $4.89M | 1.34% | −660−1.5% | Reduced |
| Petiole USA ltd | 42,622 | $4.81M | 3.36% | +18,500+76.7% | Added |
| Rafferty Asset Management, LLC | 41,925 | $4.73M | 0.02% | −29,176−41.0% | Reduced |
| Great West Life Assurance Co | 41,283 | $4.66M | 0.01% | +686+1.7% | Added |
| Public Employees Retirement System of Ohio | 41,143 | $4.64M | 0.02% | −1,449−3.4% | Reduced |
| Jones Financial Companies LLLP | 41,965 | $4.59M | 0.00% | +36,593+681.2% | Added |
| Maltese Capital Management LLC | 38,886 | $4.39M | 0.86% | −26,114−40.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 38,261 | $4.32M | 0.04% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 37,721 | $4.25M | 0.00% | +37,721 | New |
| Prudential PLC | 37,411 | $4.22M | 0.03% | +37,411 | New |
| Wedge Capital Management L L P | 37,062 | $4.18M | 0.08% | −12,918−25.8% | Reduced |
| LPL Financial LLC | 35,834 | $4.04M | 0.00% | −5,869−14.1% | Reduced |
| Mariner, LLC | 35,132 | $3.96M | 0.00% | −1,329−3.6% | Reduced |
| Verition Fund Management LLC | 34,391 | $3.88M | 0.04% | −99,608−74.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 34,219 | $3.86M | 0.01% | −11,912−25.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 34,101 | $3.85M | 0.01% | +318+0.9% | Added |
| Phocas Financial Corp. | 33,952 | $3.83M | 0.60% | −9,452−21.8% | Reduced |
| Russell Investments Group, Ltd. | 33,925 | $3.82M | 0.00% | +2,913+9.4% | Added |
| ExodusPoint Capital Management, LP | 33,763 | $3.81M | 0.04% | +33,763 | New |
| Janus Henderson Group PLC | 33,001 | $3.72M | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,308 | $3.53M | 0.01% | +715+2.3% | Added |
| Amalgamated Bank | 30,910 | $3.49M | 0.03% | +804+2.7% | Added |
| Horizon Investments, LLC | 30,063 | $3.39M | 0.04% | +28,724+2,145.2% | Added |
| Fifth Third Bancorp | 30,007 | $3.38M | 0.01% | +29,431+5,109.5% | Added |
| Commerce Bank | 29,422 | $3.32M | 0.02% | −479−1.6% | Reduced |
| Brevan Howard Capital Management LP | 29,142 | $3.23M | 0.03% | +27,321+1,500.3% | Added |
| Susquehanna Fundamental Investments, LLC | 28,567 | $3.22M | 0.12% | −40,173−58.4% | Reduced |
| Quantinno Capital Management LP | 28,400 | $3.20M | 0.01% | +20,844+275.9% | Added |
| State of Tennessee, Treasury Department | 28,248 | $3.19M | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,168 | $3.18M | 0.01% | +4,249+17.8% | Added |
| Buckingham Strategic Partners | 28,082 | $3.17M | 0.03% | +1,805+6.9% | Added |
| Friday Financial | 25,912 | $2.92M | 1.01% | +120.0% | Added |
| Bullseye Asset Management LLC | 25,000 | $2.82M | 1.63% | +25,000 | New |
| Tudor Investment Corp Et Al | 24,929 | $2.81M | 0.02% | +24,929 | New |
| D. E. Shaw & Co., Inc. | 24,554 | $2.77M | 0.00% | +24,554 | New |
| Allstate Corp | 24,387 | $2.75M | 0.03% | +24,387 | New |
| Pathstone Holdings, LLC | 23,789 | $2.68M | 0.01% | −1,087−4.4% | Reduced |
| Cerity Partners LLC | 23,458 | $2.65M | 0.00% | +294+1.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 22,932 | $2.59M | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 22,084 | $2.49M | 0.00% | −793−3.5% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 22,002 | $2.48M | 1.91% | +14,700+201.3% | Added |
| Guggenheim Capital LLC | 21,692 | $2.45M | 0.02% | +656+3.1% | Added |
| Teachers Retirement System of the State of Kentucky | 21,197 | $2.39M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,026 | $2.37M | 0.00% | +1,420+7.2% | Added |
| Bayview Asset Management, LLC | 20,968 | $2.36M | 1.97% | +10,968+109.7% | Added |
| Yousif Capital Management, LLC | 20,872 | $2.35M | 0.03% | −1,250−5.7% | Reduced |
| Arizona State Retirement System | 20,863 | $2.35M | 0.01% | −191−0.9% | Reduced |
| SG Americas Securities, LLC | 20,784 | $2.34M | 0.00% | +8,013+62.7% | Added |
| State of New Jersey Common Pension Fund D | 20,705 | $2.34M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 20,700 | $2.33M | 0.04% | +900+4.5% | Added |
| Allianz Asset Management GmbH | 20,571 | $2.32M | 0.00% | −39,952−66.0% | Reduced |
| Great Lakes Advisors, LLC | 20,211 | $2.28M | 0.02% | −1,195−5.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 20,136 | $2.27M | 0.01% | +20,136 | New |
| Boothbay Fund Management, LLC | 20,087 | $2.27M | 0.05% | +20,087 | New |
| Police & Firemen's Retirement System of New Jersey | 19,936 | $2.25M | 0.02% | −40.0% | Reduced |
| Picton Mahoney Asset Management | 19,526 | $2.20M | 0.02% | +19,526 | New |
| First National Bank of Omaha | 19,701 | $2.20M | 0.07% | −9,181−31.8% | Reduced |
| Paragon Capital Management LLC | 19,272 | $2.17M | 1.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 19,158 | $2.16M | 0.07% | +69+0.4% | Added |
| Royal Bank of Canada | 18,591 | $2.10M | 0.00% | −15,147−44.9% | Reduced |
| Old National Bancorp | 18,030 | $2.03M | 0.03% | −2,542−12.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,890 | $2.02M | 0.01% | +23+0.1% | Added |
| Diversified Portfolios, Inc. | 17,883 | $2.02M | 0.17% | −3,223−15.3% | Reduced |
| Quadrant Capital Group LLC | 17,777 | $2.01M | 0.06% | +89+0.5% | Added |
| Intech Investment Management LLC | 17,594 | $1.98M | 0.02% | −12,848−42.2% | Reduced |
| State of Michigan Retirement System | 17,141 | $1.93M | 0.01% | +300+1.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,857 | $1.90M | 0.04% | +16,857 | New |
| KLP Kapitalforvaltning AS | 16,695 | $1.89M | 0.01% | −400−2.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,996 | $1.80M | 0.03% | +22+0.1% | Added |
| Atria Investments LLC | 15,356 | $1.73M | 0.02% | −1,446−8.6% | Reduced |
| Interval Partners, LP | 15,046 | $1.70M | 0.06% | +15,046 | New |
| Oregon Public Employees Retirement Fund | 14,616 | $1.65M | 0.02% | +400+2.8% | Added |
| CWM, LLC | 14,434 | $1.63M | 0.00% | +560+4.0% | Added |
| Prudential Financial Inc | 14,291 | $1.61M | 0.00% | −11,960−45.6% | Reduced |
| New Mexico Educational Retirement Board | 13,900 | $1.57M | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,554 | $1.55M | 0.01% | −14−0.1% | Reduced |
| US Bancorp | 13,737 | $1.55M | 0.00% | −1,813−11.7% | Reduced |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.53M | 1.70% | 00.0% | Unchanged |
| HSBC Holdings PLC | 13,355 | $1.51M | 0.00% | +9,932+290.2% | Added |
| Brinker Capital Investments, LLC | 12,688 | $1.43M | 0.01% | −427−3.3% | Reduced |
| Steele Capital Management, Inc. | 12,371 | $1.40M | 0.06% | +40.0% | Added |
| Voya Investment Management LLC | 12,354 | $1.39M | 0.00% | −489−3.8% | Reduced |
| Pictet Asset Management Holding SA | 12,280 | $1.39M | 0.00% | +860+7.5% | Added |
| JustInvest LLC | 12,099 | $1.36M | 0.01% | +6,029+99.3% | Added |
| Cetera Investment Advisers | 11,497 | $1.30M | 0.00% | −498−4.2% | Reduced |
| Hancock Whitney Corp | 10,263 | $1.29M | 0.02% | +619+6.4% | Added |