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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 11,005 | $1.24M | 0.02% | +11,005 | New |
| SJS Investment Consulting Inc. | 10,999 | $1.24M | 0.15% | +40.0% | Added |
| Atwood & Palmer Inc | 10,729 | $1.21M | 0.07% | 00.0% | Unchanged |
| Fourthstone LLC | 10,500 | $1.18M | 0.20% | +10,500 | New |
| GWM Advisors LLC | 10,440 | $1.18M | 0.00% | +727+7.5% | Added |
| Xponance, Inc. | 10,278 | $1.16M | 0.01% | +1,447+16.4% | Added |
| O'Shaughnessy Asset Management, LLC | 10,218 | $1.15M | 0.01% | +830+8.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,159 | $1.15M | 0.00% | +34+0.3% | Added |
| State Board of Administration of Florida Retirement System | 9,869 | $1.11M | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 8,962 | $1.01M | 0.05% | +8,962 | New |
| Ieq Capital, LLC | 8,875 | $1.00M | 0.00% | −2,773−23.8% | Reduced |
| Sterling Capital Management LLC | 8,657 | $976.4K | 0.02% | −2,111−19.6% | Reduced |
| Accredited Investors Inc. | 8,489 | $957.5K | 0.05% | −1,450−14.6% | Reduced |
| Pacer Advisors, Inc. | 8,479 | $956.0K | 0.00% | −62−0.7% | Reduced |
| IHT Wealth Management, LLC | 8,379 | $945.1K | 0.02% | +10.0% | Added |
| RSM US Wealth Management LLC | 8,337 | $944.0K | 0.01% | +786+10.4% | Added |
| The PNC Financial Services Group, Inc. | 8,236 | $928.9K | 0.00% | −569−6.5% | Reduced |
| Truist Financial Corp | 8,095 | $913.0K | 0.00% | +119+1.5% | Added |
| Colony Group, LLC | 7,787 | $878.5K | 0.00% | +971+14.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,651 | $863.0K | 0.00% | −2,098−21.5% | Reduced |
| Bank of Montreal | 7,597 | $856.9K | 0.00% | +547+7.8% | Added |
| Teacher Retirement System of Texas | 7,434 | $838.5K | 0.00% | −4,167−35.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,433 | $838.3K | 0.03% | −754−9.2% | Reduced |
| Kavar Capital Partners Group, LLC | 7,402 | $834.9K | 0.10% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 7,302 | $823.6K | 1.28% | +7,302 | New |
| First Citizens Bank & Trust Co | 7,272 | $820.2K | 0.02% | +125+1.7% | Added |
| State of Alaska, Department of Revenue | 7,136 | $804.0K | 0.01% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 7,007 | $790.3K | 0.00% | +7,007 | New |
| M&T Bank Corp | 6,832 | $770.1K | 0.00% | −346−4.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,782 | $765.0K | 0.02% | −164−2.4% | Reduced |
| Skopos Labs, Inc. | 6,646 | $749.6K | 0.02% | +6,646 | New |
| Martingale Asset Management L P | 6,506 | $733.8K | 0.02% | +6,506 | New |
| Cambria Investment Management, L.P. | 6,264 | $706.5K | 0.04% | +702+12.6% | Added |
| Fox Run Management, L.L.C. | 6,409 | $704.9K | 0.12% | +6,409 | New |
| Hantz Financial Services, Inc. | 6,236 | $703.0K | 0.01% | +4,169+201.7% | Added |
| Fiduciary Trust Co | 6,218 | $701.3K | 0.01% | −1,423−18.6% | Reduced |
| Man Group plc | 6,189 | $698.1K | 0.00% | +419+7.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,900 | $665.5K | 0.00% | +1,077+22.3% | Added |
| Kerr Financial Planning Corp | 5,224 | $654.8K | 0.81% | +5,021+2,473.4% | Added |
| HighTower Advisors, LLC | 5,506 | $621.1K | 0.00% | −350−6.0% | Reduced |
| Public Employees Retirement Association of Colorado | 5,486 | $619.0K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,318 | $599.8K | 0.00% | +137+2.6% | Added |
| Securian Asset Management, Inc | 5,263 | $593.6K | 0.02% | +128+2.5% | Added |
| CenterBook Partners LP | 5,215 | $588.2K | 0.03% | −6,603−55.9% | Reduced |
| Balyasny Asset Management LLC | 5,120 | $577.5K | 0.00% | −416,945−98.8% | Reduced |
| Evergreen Capital Management LLC | 5,085 | $575.2K | 0.01% | +1,066+26.5% | Added |
| Tributary Capital Management, LLC | 5,072 | $572.1K | 0.06% | −124,458−96.1% | Reduced |
| Keybank National Association | 5,071 | $572.0K | 0.00% | −69−1.3% | Reduced |
| Hamilton Capital Partners Inc. | 5,015 | $565.6K | 0.02% | 00.0% | Unchanged |
| Whelan Financial | 5,008 | $564.9K | 0.18% | +10.0% | Added |
| Financial Advisory Service, Inc. | 4,965 | $560.1K | 0.03% | −3−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 4,909 | $553.7K | 0.00% | +1,429+41.1% | Added |
| KLCM Advisors, Inc. | 4,878 | $550.2K | 0.05% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,862 | $548.4K | 0.27% | +4,862 | New |
| Sanibel Captiva Trust Company, Inc. | 4,768 | $537.8K | 0.02% | −95−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,460 | $513.1K | 0.00% | −12,669−74.0% | Reduced |
| Alps Advisors Inc | 4,490 | $506.4K | 0.00% | +4,490 | New |
| Merit Financial Group, LLC | 4,356 | $491.3K | 0.00% | +107+2.5% | Added |
| Nisa Investment Advisors, LLC | 4,321 | $489.2K | 0.00% | −14,555−77.1% | Reduced |
| WealthPlan Investment Management, LLC | 4,270 | $481.6K | 0.03% | −195−4.4% | Reduced |
| Stembrook Asset Management, LLC | 4,269 | $481.5K | 0.47% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,251 | $479.5K | 0.01% | +86+2.1% | Added |
| Sequoia Financial Advisors, LLC | 4,234 | $477.6K | 0.00% | −2,117−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 4,058 | $457.7K | 0.01% | 00.0% | Unchanged |
| Amundi | 4,027 | $454.2K | 0.00% | +1,937+92.7% | Added |
| Connable Office Inc | 4,002 | $451.4K | 0.04% | −730−15.4% | Reduced |
| Commonwealth Equity Services, LLC | 3,937 | $444.0K | 0.00% | +29+0.7% | Added |
| Park Avenue Securities LLC | 3,914 | $441.0K | 0.00% | −438−10.1% | Reduced |
| Papp L Roy & Associates | 3,900 | $439.9K | 0.05% | −130−3.2% | Reduced |
| DnB Asset Management AS | 3,828 | $431.8K | 0.00% | +3,828 | New |
| Tower Research Capital LLC (TRC) | 3,814 | $430.2K | 0.01% | +748+24.4% | Added |
| N.E.W. Advisory Services LLC | 3,808 | $429.5K | 0.03% | +9+0.2% | Added |
| Trust Point Inc. | 3,806 | $429.3K | 0.04% | −597−13.6% | Reduced |
| Spirepoint Private Client, LLC | 3,752 | $423.1K | 0.04% | +1,051+38.9% | Added |
| Whalen Wealth Management Inc. | 3,739 | $421.7K | 0.23% | +3,739 | New |
| 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 |
| Abel Hall, LLC | 3,603 | $406.4K | 0.09% | −761−17.4% | Reduced |
| GTS Securities LLC | 3,577 | $403.4K | 0.01% | +3,577 | New |
| Vestcor Inc | 3,567 | $402.0K | 0.01% | +3,567 | New |
| Rockefeller Capital Management L.P. | 3,471 | $391.6K | 0.00% | +1,843+113.2% | Added |
| Profund Advisors LLC | 3,466 | $390.9K | 0.01% | −417−10.7% | Reduced |
| Concurrent Investment Advisors, LLC | 3,444 | $388.5K | 0.00% | −2,980−46.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $382.0K | 0.19% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,265 | $368.3K | 0.00% | −130−3.8% | Reduced |
| Oppenheimer & Co Inc | 3,263 | $368.0K | 0.00% | −50−1.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,250 | $366.6K | 0.01% | −890−21.5% | Reduced |
| First Community Trust NA | 3,180 | $358.7K | 0.26% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,137 | $353.8K | 0.05% | +3,137 | New |
| Mercer Global Advisors Inc | 3,096 | $349.2K | 0.00% | +533+20.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,096 | $349.2K | 0.00% | +186+6.4% | Added |
| Flywheel Private Wealth LLC | 3,000 | $338.4K | 0.19% | +3,000 | New |
| United Capital Financial Advisers, LLC | 2,927 | $330.1K | 0.00% | +1,083+58.7% | Added |
| Avantax Planning Partners, Inc. | 2,916 | $328.9K | 0.01% | +930+46.8% | Added |
| Persistent Asset Partners Ltd | 2,879 | $324.7K | 0.13% | +2,879 | New |
| Mount Yale Investment Advisors, LLC | 2,872 | $324.0K | 0.01% | +2,872 | New |
| Ashton Thomas Private Wealth, LLC | 2,858 | $322.4K | 0.01% | +778+37.4% | Added |
| Ethic Inc. | 2,851 | $321.6K | 0.01% | −104−3.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,835 | $319.8K | 0.07% | −124−4.2% | Reduced |
| High Net Worth Advisory Group LLC | 2,802 | $316.1K | 0.07% | 00.0% | Unchanged |