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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.

Institutional holdersQ1 2026: 455 institutions
Q1 2021: 232 institutionsQ2 2021: 235 institutionsQ3 2021: 241 institutionsQ4 2021: 256 institutionsQ1 2022: 253 institutionsQ2 2022: 261 institutionsQ3 2022: 271 institutionsQ4 2022: 265 institutionsQ1 2023: 260 institutionsQ2 2023: 225 institutionsQ3 2023: 243 institutionsQ4 2023: 259 institutionsQ1 2024: 272 institutionsQ2 2024: 293 institutionsQ3 2024: 325 institutionsQ4 2024: 354 institutionsQ1 2025: 411 institutionsQ2 2025: 410 institutionsQ3 2025: 405 institutionsQ4 2025: 413 institutionsQ1 2026: 455 institutionsQ2 2026: 484 institutions
Value heldQ1 2026: $7.88B
Q1 2021: $3.79BQ2 2021: $3.86BQ3 2021: $3.97BQ4 2021: $4.49BQ1 2022: $4.14BQ2 2022: $3.70BQ3 2022: $3.60BQ4 2022: $3.57BQ1 2023: $2.46BQ2 2023: $2.74BQ3 2023: $2.69BQ4 2023: $3.58BQ1 2024: $3.70BQ2 2024: $4.10BQ3 2024: $5.26BQ4 2024: $5.77BQ1 2025: $6.79BQ2 2025: $7.25BQ3 2025: $8.19BQ4 2025: $8.17BQ1 2026: $7.88BQ2 2026: $10.4B
Institutions holding UMBF and their total value by quarter
QuarterHoldersValue
Q2 2026484$10.4B
Q1 2026455$7.88B
Q4 2025413$8.17B
Q3 2025405$8.19B
Q2 2025410$7.25B
Q1 2025411$6.79B
Q4 2024354$5.77B
Q3 2024325$5.26B
Q2 2024293$4.10B
Q1 2024272$3.70B
Q4 2023259$3.58B
Q3 2023243$2.69B
Q2 2023225$2.74B
Q1 2023260$2.46B
Q4 2022265$3.57B
Q3 2022271$3.60B
Q2 2022261$3.70B
Q1 2022253$4.14B
Q4 2021256$4.49B
Q3 2021241$3.97B
Q2 2021235$3.86B
Q1 2021232$3.79B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q4 2025.

Institutions holding UMBF in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CVA Family Office, LLC102$11.5K0.00%+102New
Horizon Financial Services, LLC95$10.7K0.00%00.0%Unchanged
Brown Brothers Harriman & Co90$10.2K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.82$9.25K0.00%+9+12.3%Added
JFS Wealth Advisors, LLC78$8.81K0.00%+3+4.0%Added
Private Trust Co NA73$8.23K0.00%−150−67.3%Reduced
Key Financial Inc63$7.11K0.00%00.0%Unchanged
Rossby Financial, LCC55$6.31K0.00%+46+511.1%Added
Fortitude Family Office, LLC55$6.20K0.00%+30+120.0%Added
Quarry LP50$5.64K0.00%+50New
Bogart Wealth, LLC48$5.41K0.00%+48New
FNY Investment Advisers, LLC50$5.00K0.00%00.0%Unchanged
J.Safra Asset Management Corp42$4.74K0.00%+20+90.9%Added
Manchester Capital Management LLC36$4.06K0.00%00.0%Unchanged
LRI Investments, LLC36$4.06K0.00%+36New
Salomon & Ludwin, LLC35$4.03K0.00%00.0%Unchanged
Sunbelt Securities, Inc.33$3.72K0.00%00.0%Unchanged
Private Wealth Management Group, LLC24$2.71K0.00%00.0%Unchanged
JPL Wealth Management, LLC23$2.60K0.00%+23New
Parkside Financial Bank & Trust22$2.48K0.00%00.0%Unchanged
Bell Investment Advisors, Inc22$2.48K0.00%00.0%Unchanged
Ares Financial Consulting, LLC21$2.41K0.00%00.0%Unchanged
Sachetta, LLC21$2.37K0.00%+21New
NBC Securities, Inc.20$2.25K0.00%00.0%Unchanged
WPG Advisers, LLC19$2.14K0.00%+12+171.4%Added
Capital Advisors, Ltd. LLC15$2.00K0.00%00.0%Unchanged
Avion Wealth26$2.00K0.00%+20+333.3%Added
Essential Partners LLC17$1.92K0.00%00.0%Unchanged
Zions Bancorporation, National Association17$1.92K0.00%+17New
TD Capital Management LLC17$1.92K0.00%+17New
Spire Wealth Management16$1.80K0.00%00.0%Unchanged
Dunhill Financial, LLC14$1.63K0.00%+13+1,300.0%Added
True Wealth Design, LLC14$1.58K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.13$1.47K0.00%00.0%Unchanged
UMA Financial Services, Inc.12$1.35K0.00%00.0%Unchanged
Rialto Wealth Management, LLC12$1.35K0.00%+6+100.0%Added
IFP Advisors, Inc12$1.35K0.00%−21−63.6%Reduced
NBT Bank N A12$1.35K0.00%+12New
Bay Harbor Wealth Management, LLC11$1.25K0.00%+4+57.1%Added
Annis Gardner Whiting Capital Advisors, LLC11$1.24K0.00%−1−8.3%Reduced
Torren Management, LLC10$1.16K0.00%−311−96.9%Reduced
Clearstead Advisors, LLC10$1.13K0.00%−255−96.2%Reduced
Washington Trust Advisors, Inc.9$1.02K0.00%−21−70.0%Reduced
Twin Peaks Wealth Advisors, LLC7$7900.00%+7New
HFM Investment Advisors, LLC5$5640.00%00.0%Unchanged
Rakuten Securities, Inc.5$5640.00%00.0%Unchanged
Vermillion Wealth Management, Inc.5$5640.00%+5New
Prestige Wealth Management Group LLC4$4530.00%+4New
Principia Wealth Advisory, LLC4$4510.00%+3+300.0%Added
Basecamp Wealth Advisors LLC2$2260.00%00.0%Unchanged
Curio Wealth, LLC2$2260.00%+2New
Hughes Financial Services, LLC2$2260.00%+2New
TFC Financial Management1$1130.00%00.0%Unchanged
Raffa Wealth Management, LLC1$1130.00%+1New
Valued Wealth Advisors LLC0$90.00%0New
Basswood Capital Management, L.L.C.0$00.00%−115,120−100.0%Sold out
OP Asset Management Ltd0$00.00%−31,830−100.0%Sold out
Natixis0$00.00%−27,900−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−19,692−100.0%Sold out
Gamco Investors, Inc. Et Al0$00.00%−13,866−100.0%Sold out
HRT Financial LP0$00.00%−10,662−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−4,342−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,752−100.0%Sold out
Optimize Financial Inc0$00.00%−3,679−100.0%Sold out
Forum Financial Management, LP0$00.00%−2,722−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−2,163−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−2,045−100.0%Sold out
National Asset Management, Inc.0$00.00%−2,035−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,212−100.0%Sold out
Quest Partners LLC0$00.00%−1,175−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−638−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−599−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−442−100.0%Sold out
DV Trading LLC0$00.00%−100−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−56−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−45−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−20−100.0%Sold out
Wealth Watch Advisors, INC0$00.00%−18−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−17−100.0%Sold out
Nemes Rush Group LLC0$00.00%−1−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−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