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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

Q2 2026 vs. Q1 2026

How the institutions holding Umb Financial Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of UMBF: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders4556484+35
Shares69.9M56.7K72.9M+3.10M (+4.4%)
Value$7.88B$6.39M$10.4B+$2.50B (+31.7%)

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held Umb Financial Corp at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to UMBF in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank705,322$100.7M0.01%
Junto Capital Management LP412,747$58.9M1.09%
Azora Capital LP274,871$39.2M1.65%
Arrowstreet Capital, Limited Partnership254,210$36.3M0.02%
Jupiter Topco LLC238,162$34.0M0.01%
Aristotle Capital Boston, LLC181,329$25.9M1.74%
Basswood Capital Management, L.L.C.144,257$20.6M0.88%
SummitTX Capital, L.P.73,008$10.4M0.27%
Swedbank AB52,000$7.42M0.01%
Palisade Capital Management LLC47,614$6.80M0.30%
Channing Capital Management, LLC44,027$6.29M0.14%
Nomura Asset Management International Inc.35,355$5.05M0.01%
Zacks Investment Management26,350$3.76M0.03%
Moody Aldrich Partners LLC23,298$3.33M0.60%
New Age Alpha Advisors, LLC15,174$2.17M0.09%
Diversify Advisory Services, LLC14,149$1.99M0.03%
Diversify Wealth Management, LLC14,149$1.99M0.03%
Vestmark Advisory Solutions, Inc.12,925$1.85M0.02%
Artemis Investment Management LLP10,636$1.52M0.01%
Virtus ETF Advisers LLC10,149$1.45M0.56%
Legato Capital Management LLC9,553$1.36M0.11%
Integrated Quantitative Investments LLC9,553$1.36M0.22%
Nordea Investment Management AB8,135$1.16M0.00%
Glenmede Trust Co NA7,359$1.05M0.00%
Schonfeld Strategic Advisors LLC7,021$1.00M0.01%
Miracle Mile Advisors, LLC6,673$952.6K0.01%
Virginia Retirement Systems Et Al4,800$685.2K0.00%
CWM Advisors, LLC4,149$592.3K0.02%
Nykredit A/S3,896$556.2K0.00%
Alliance Wealth Advisors, LLC2,955$421.9K0.08%
Portside Wealth Group, LLC2,917$416.4K0.05%
Capstone Investment Advisors, LLC2,908$415.1K0.00%
Confluence Wealth Services, Inc.2,428$346.6K0.01%
Gateway Investment Advisers LLC2,327$332.2K0.00%
Global Retirement Partners, LLC2,278$325.2K0.00%
Vise Technologies, Inc.2,269$323.9K0.00%
WESPAC Advisors, LLC2,086$297.8K0.15%
Evolve Private Wealth, LLC2,049$293.2K0.02%
One Wealth Capital Management, LLC1,977$282.2K0.08%
West Family Investments, Inc.1,899$271.1K0.08%
Cim Investment Mangement Inc1,809$258.3K0.06%
Triad Wealth Partners, LLC1,705$250.7K0.01%
HB Wealth Management, LLC1,735$247.7K0.00%
Chicago Capital, LLC1,649$235.4K0.01%
Impact Capital Partners LLC1,648$235.3K0.06%
Meiji Yasuda Asset Management Co Ltd.1,647$235.1K0.01%
1st Source Bank1,628$232.4K0.01%
Voleon Capital Management LP1,555$222.0K0.00%
CI Private Wealth, LLC1,545$220.8K0.00%
Sage Rhino Capital LLC1,546$220.7K0.04%
Atomi Financial Group, Inc.1,536$219.3K0.01%
Walleye Capital LLC1,486$212.1K0.00%
Fifth Third Wealth Advisors LLC1,486$212.1K0.01%
Norden Group LLC1,480$211.3K0.02%
First Western Trust Bank1,475$210.6K0.01%
Harvest Investment Services, LLC1,466$209.3K0.03%
Aaron Wealth Advisors1,444$206.2K0.01%
Monument Capital Management1,437$205.1K0.04%
Ballentine Partners, LLC1,432$204.4K0.00%
Koshinski Asset Management, Inc.1,407$200.9K0.01%
Pallas Capital Advisors LLC1,404$200.4K0.01%
GoalVest Advisory LLC915$130.6K0.02%
V-Square Quantitative Management LLC409$58.4K0.01%
Cullen/Frost Bankers, Inc.334$47.7K0.00%
Nikko Asset Management Americas, Inc.309$44.1K0.00%
First Horizon Corp73$10.4K0.00%
Action Point Financial Planning, LLC57$7.57K0.00%
Atlantic Trust, LLC46$6.57K0.00%
Anchor Investment Management, LLC42$6.00K0.00%
NBH Bank40$5.71K0.00%
Continuum Advisory, LLC25$3.57K0.00%
Creative Capital Management Investments LLC22$3.14K0.00%
Financial Network Wealth Advisors LLC10$1.43K0.00%
Signature Equity Partners, LLC10$1.43K0.00%
Transamerica Financial Advisors, Inc.7$1.00K0.00%
Silver Grove Financial Group, Inc.7$9990.00%
Planning Strategies Inc.6$8570.00%
Mascoma Wealth Management LLC4$5710.00%
DecisionPoint Financial, LLC2$2920.00%
SHP Wealth Management2$2860.00%
Kilter Group LLC2$2860.00%
Maryland Capital Advisors Inc.1$1430.00%
Medallion Wealth Advisors, LLC1$1430.00%
Navigoe, LLC5$00.00%

Sold out (49)

Institutions that held Umb Financial Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of UMBF in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Adage Capital Partners GP, L.L.C.160,691$18.1M
Jain Global LLC69,756$7.87M
Edgestream Partners, L.P.65,640$7.40M
Campbell & CO Investment Adviser LLC60,770$6.85M
Renaissance Technologies LLC59,170$6.67M
Point72 Asset Management, L.P.45,497$5.13M
Verition Fund Management LLC34,391$3.88M
ExodusPoint Capital Management, LP33,763$3.81M
Susquehanna Fundamental Investments, LLC28,567$3.22M
Bullseye Asset Management LLC25,000$2.82M
D. E. Shaw & Co., Inc.24,554$2.77M
Susquehanna Portfolio Strategies, LLC22,932$2.59M
Boothbay Fund Management, LLC20,087$2.27M
Y-Intercept (Hong Kong) Ltd16,857$1.90M
Fourthstone LLC10,500$1.18M
Entropy Technologies, LP8,962$1.01M
PMC FIG Opportunities LLC7,302$823.6K
Fox Run Management, L.L.C.6,409$704.9K
Balyasny Asset Management LLC5,120$577.5K
Tributary Capital Management, LLC5,072$572.1K
ISAM Funds (UK) Ltd4,862$548.4K
Vestcor Inc3,567$402.0K
Vontobel Holding Ltd.3,265$368.3K
Persistent Asset Partners Ltd2,879$324.7K
MQS Management LLC2,743$309.4K
First National Advisers, LLC2,724$307.2K
Connor, Clark & Lunn Investment Management Ltd.2,695$304.0K
AlphaGrep UK Ltd2,691$303.5K
XTX Topco Ltd2,564$289.2K
Integrated Advisors Network LLC2,408$271.6K
Marshall Wace, LLP2,400$270.7K
Beacon Pointe Advisors, LLC2,342$264.1K
CTC Alternative Strategies, Ltd.2,300$259.4K
1832 Asset Management L.P.2,268$255.8K
Winton Group Ltd2,115$238.6K
Landscape Capital Management, L.L.C.1,780$200.8K
Clarity Asset Management, Inc.650$73.4K
Wellington Grp LLC299$33.7K
MBM Wealth Consultants, LLC231$26.1K
Fairman Group, LLC226$25.6K
Root Financial Partners, LLC210$23.7K
Aquatic Capital Management LLC111$12.5K
FNY Investment Advisers, LLC50$5.00K
NBC Securities, Inc.20$2.25K
Annis Gardner Whiting Capital Advisors, LLC11$1.24K
Twin Peaks Wealth Advisors, LLC7$790
Vermillion Wealth Management, Inc.5$564
Rakuten Securities, Inc.5$564
Curio Wealth, LLC2$226

Not filed for Q2 2026 yet (6)

Institutions that held Umb Financial Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMBF in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC33,001$3.72M
CWM, LLC14,434$1.63M
Skopos Labs, Inc.6,646$749.6K
First Affirmative Financial Network2,272$256.3K
McIlrath & Eck, LLC291$32.8K
Sunbelt Securities, Inc.33$3.72K