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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 2,800 | $315.8K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 2,743 | $309.4K | 0.21% | −46−1.6% | Reduced |
| Savant Capital, LLC | 2,733 | $308.3K | 0.00% | +2,733 | New |
| First National Advisers, LLC | 2,724 | $307.2K | 0.04% | −845−23.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,695 | $304.0K | 0.00% | +2,695 | New |
| AlphaGrep UK Ltd | 2,691 | $303.5K | 0.09% | +2,691 | New |
| Aprio Wealth Management, LLC | 2,679 | $302.2K | 0.02% | +867+47.8% | Added |
| Assetmark, Inc | 2,664 | $300.5K | 0.00% | +271+11.3% | Added |
| High Note Wealth, LLC | 2,623 | $295.8K | 0.06% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,600 | $293.3K | 0.00% | −5,200−66.7% | Reduced |
| Coldstream Capital Management Inc | 2,566 | $289.4K | 0.00% | +171+7.1% | Added |
| XTX Topco Ltd | 2,564 | $289.2K | 0.01% | +2,564 | New |
| KBC Group NV | 2,555 | $288.0K | 0.00% | +321+14.4% | Added |
| Moors & Cabot, Inc. | 2,543 | $286.9K | 0.01% | −400−13.6% | Reduced |
| PCM Encore, LLC | 2,462 | $277.7K | 0.06% | +31+1.3% | Added |
| MML Investors Services, LLC | 2,460 | $277.5K | 0.00% | −1,310−34.7% | Reduced |
| RMG Wealth Management LLC | 2,109 | $274.8K | 0.03% | +2,109 | New |
| Shelton Capital Management | 2,414 | $272.3K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,408 | $271.6K | 0.01% | −22,736−90.4% | Reduced |
| Marshall Wace, LLP | 2,400 | $270.7K | 0.00% | +2,400 | New |
| Greenleaf Trust | 2,393 | $269.9K | 0.00% | +25+1.1% | Added |
| Harbour Investments, Inc. | 2,376 | $268.0K | 0.00% | +2,373+79,100.0% | Added |
| Keating Financial Advisory Services, Inc. | 2,372 | $267.5K | 0.04% | +7+0.3% | Added |
| Beacon Pointe Advisors, LLC | 2,342 | $264.1K | 0.00% | +2,342 | New |
| Mackenzie Financial Corp | 2,331 | $262.9K | 0.00% | −2,225−48.8% | Reduced |
| Everence Capital Management Inc | 2,320 | $262.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,300 | $259.4K | 0.00% | −320−12.2% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,300 | $259.4K | 0.59% | +2,300 | New |
| Sanctuary Advisors, LLC | 2,299 | $259.3K | 0.00% | +325+16.5% | Added |
| CIBC Asset Management Inc | 2,278 | $256.9K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,272 | $256.3K | 0.10% | +2,272 | New |
| 1832 Asset Management L.P. | 2,268 | $255.8K | 0.00% | −130−5.4% | Reduced |
| Hillsdale Investment Management Inc. | 2,260 | $254.9K | 0.01% | +2,200+3,666.7% | Added |
| Equitable Holdings, Inc. | 2,134 | $245.5K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,156 | $243.2K | 0.00% | +16+0.7% | Added |
| Winton Group Ltd | 2,115 | $238.6K | 0.01% | +2,115 | New |
| Yorktown Management & Research Co Inc | 2,100 | $236.9K | 0.20% | +2,100 | New |
| DRW Securities, LLC | 2,074 | $233.9K | 0.01% | −5,494−72.6% | Reduced |
| ETF Store, Inc. | 2,058 | $232.1K | 0.23% | −850−29.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,057 | $232.0K | 0.00% | +718+53.6% | Added |
| Regions Financial Corp | 2,033 | $229.3K | 0.00% | −134−6.2% | Reduced |
| Panagora Asset Management Inc | 2,032 | $229.2K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,010 | $227.5K | 0.01% | +8+0.4% | Added |
| Ritholtz Wealth Management | 1,998 | $225.4K | 0.00% | +152+8.2% | Added |
| Bridgewealth Advisory Group, LLC | 1,938 | $218.6K | 0.05% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,874 | $211.4K | 0.03% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,841 | $207.7K | 0.11% | +495+36.8% | Added |
| JNBA Financial Advisors | 1,841 | $207.6K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,780 | $200.8K | 0.01% | +1,780 | New |
| Elevated Capital Advisors, LLC | 1,667 | $188.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 1,528 | $172.3K | 0.02% | −138−8.3% | Reduced |
| Acropolis Investment Management, LLC | 1,482 | $167.2K | 0.01% | +1,482 | New |
| GAMMA Investing LLC | 1,441 | $162.5K | 0.01% | +68+5.0% | Added |
| Los Angeles Capital Management LLC | 1,396 | $157.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,390 | $156.8K | 0.01% | +16+1.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,389 | $156.7K | 0.00% | +297+27.2% | Added |
| Parallel Advisors, LLC | 1,377 | $155.3K | 0.00% | +160+13.1% | Added |
| Advisory Services Network, LLC | 1,298 | $146.4K | 0.00% | +1,298 | New |
| MAI Capital Management | 1,278 | $144.1K | 0.00% | +351+37.9% | Added |
| Allworth Financial LP | 1,134 | $127.9K | 0.00% | +903+390.9% | Added |
| 1620 Investment Advisors, Inc. | 987 | $111.3K | 0.08% | +9+0.9% | Added |
| Hilltop National Bank | 920 | $103.8K | 0.02% | +38+4.3% | Added |
| Versant Capital Management, Inc | 872 | $98.4K | 0.01% | +362+71.0% | Added |
| Northwestern Mutual Wealth Management Co | 862 | $97.2K | 0.00% | +437+102.8% | Added |
| Smartleaf Asset Management LLC | 879 | $96.7K | 0.00% | −9−1.0% | Reduced |
| Marquette Asset Management, LLC | 826 | $93.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 706 | $79.0K | 0.05% | −436−38.2% | Reduced |
| Trust Co | 670 | $75.6K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 650 | $73.4K | 0.04% | +2+0.3% | Added |
| Eurizon Capital SGR S.p.A. | 642 | $71.0K | 0.00% | −121−15.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 581 | $65.5K | 0.01% | −7−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 396 | $44.7K | 0.00% | +17+4.5% | Added |
| Kemnay Advisory Services Inc. | 380 | $42.9K | 0.01% | +146+62.4% | Added |
| Hilton Head Capital Partners, LLC | 365 | $41.2K | 0.02% | +69+23.3% | Added |
| Harbor Capital Advisors, Inc. | 353 | $40.0K | 0.00% | +166+88.8% | Added |
| Wellington-Altus USA Inc. | 265 | $37.8K | 0.02% | +56+26.8% | Added |
| Nomura Asset Management Co Ltd | 300 | $33.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $33.8K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 299 | $33.7K | 0.01% | −75−20.1% | Reduced |
| Bayforest Capital Ltd | 297 | $33.5K | 0.04% | −1,022−77.5% | Reduced |
| Rothschild Investment LLC | 293 | $33.0K | 0.00% | −48−14.1% | Reduced |
| McIlrath & Eck, LLC | 291 | $32.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $30.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 262 | $29.6K | 0.00% | +262 | New |
| Axiom Investment Management LLC | 250 | $28.2K | 0.02% | +250 | New |
| SRS Capital Advisors, Inc. | 246 | $27.7K | 0.00% | −49−16.6% | Reduced |
| Central Trust Co | 238 | $26.8K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 231 | $26.1K | 0.01% | +231 | New |
| Fairman Group, LLC | 226 | $25.6K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 226 | $25.5K | 0.00% | −140−38.3% | Reduced |
| Root Financial Partners, LLC | 210 | $23.7K | 0.00% | +42+25.0% | Added |
| Acumen Wealth Advisors, LLC | 158 | $17.9K | 0.00% | +2+1.3% | Added |
| Quent Capital, LLC | 149 | $16.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 149 | $16.8K | 0.00% | +10+7.2% | Added |
| Accent Capital Management, LLC | 144 | $16.3K | 0.01% | −6−4.0% | Reduced |
| Massmutual Trust Co FSB | 135 | $15.2K | 0.00% | +5+3.8% | Added |
| Huntington National Bank | 121 | $13.6K | 0.00% | +43+55.1% | Added |
| Aquatic Capital Management LLC | 111 | $12.5K | 0.00% | −9,493−98.8% | Reduced |
| Peregrine Capital Management LLC | 110 | $12.4K | 0.00% | −48,741−99.8% | Reduced |
| Danske Bank A/S | 110 | $12.4K | 0.00% | −1,200−91.6% | Reduced |