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; 483 institutions reported holding it in 13F filings for Q2 2026, worth $10.4B in total; no superinvestor holds it.
Other share classesUMBFO
13F holders, Q2 2026
Institutional positions in Umb Financial Corp as of Jun 30, 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
- 483
- +34 vs. Q1 2026
- Shares held
- 72.9M
- +3.10M (+4.4%) vs. Q1 2026
- Total value
- $10.4B
- +$2.50B (+31.7%) vs. Q1 2026
- New holders
- 83
- 175 more added
- Sold out
- 49
- 145 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 483 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $143 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $143 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 2 | $286 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $286 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $286 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $292 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $428 | 0.00% | +1+50.0% | Added |
| Principia Wealth Advisory, LLC | 4 | $571 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 4 | $571 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 4 | $573 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $714 | 0.00% | −12−70.6% | Reduced |
| Valued Wealth Advisors LLC | 5 | $716 | 0.00% | +5 | Added |
| Planning Strategies Inc. | 6 | $857 | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 7 | $999 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Washington Trust Advisors, Inc. | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 10 | $1.43K | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 10 | $1.43K | 0.00% | +10 | New |
| Torren Management, LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $1.57K | 0.00% | +6+120.0% | Added |
| NBT Bank N A | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 13 | $1.86K | 0.00% | −37−74.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $2.00K | 0.00% | +3+27.3% | Added |
| Dunhill Financial, LLC | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $2.28K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $2.43K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $2.44K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 22 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $3.14K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 22 | $3.14K | 0.00% | +22 | New |
| JPL Wealth Management, LLC | 23 | $3.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $3.43K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 25 | $3.57K | 0.00% | +25 | New |
| Sachetta, LLC | 26 | $3.71K | 0.00% | +5+23.8% | Added |
| Avion Wealth | 34 | $4.00K | 0.00% | +8+30.8% | Added |
| WPG Advisers, LLC | 30 | $4.28K | 0.00% | +11+57.9% | Added |
| Rialto Wealth Management, LLC | 35 | $5.00K | 0.00% | +23+191.7% | Added |
| Salomon & Ludwin, LLC | 35 | $5.10K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 36 | $5.14K | 0.00% | −46−56.1% | Reduced |
| Manchester Capital Management LLC | 36 | $5.14K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 40 | $5.71K | 0.00% | +40 | New |
| LRI Investments, LLC | 41 | $5.85K | 0.00% | +5+13.9% | Added |
| J.Safra Asset Management Corp | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 42 | $6.00K | 0.00% | +42 | New |
| Clearstead Advisors, LLC | 46 | $6.52K | 0.00% | +36+360.0% | Added |
| Atlantic Trust, LLC | 46 | $6.57K | 0.00% | +46 | New |
| Rossby Financial, LCC | 47 | $6.71K | 0.00% | −8−14.5% | Reduced |
| Action Point Financial Planning, LLC | 57 | $7.57K | 0.00% | +57 | New |
| Fortitude Family Office, LLC | 57 | $8.14K | 0.00% | +2+3.6% | Added |
| Private Trust Co NA | 61 | $8.71K | 0.00% | −12−16.4% | Reduced |
| Key Financial Inc | 63 | $8.99K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 63 | $8.99K | 0.00% | +15+31.3% | Added |
| First Horizon Corp | 73 | $10.4K | 0.00% | +73 | New |
| JFS Wealth Advisors, LLC | 83 | $11.9K | 0.00% | +5+6.4% | Added |
| Brown Brothers Harriman & Co | 90 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 92 | $13.1K | 0.01% | −273−74.8% | Reduced |
| Horizon Financial Services, LLC | 95 | $13.6K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 110 | $15.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 114 | $16.3K | 0.00% | +12+11.8% | Added |
| Huntington National Bank | 122 | $17.4K | 0.00% | +1+0.8% | Added |
| Massmutual Trust Co FSB | 124 | $17.7K | 0.00% | −11−8.1% | Reduced |
| Nomura Asset Management Co Ltd | 140 | $20.0K | 0.00% | −160−53.3% | Reduced |
| Quent Capital, LLC | 143 | $20.4K | 0.00% | −6−4.0% | Reduced |
| Larson Financial Group LLC | 149 | $21.3K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 161 | $23.1K | 0.01% | +17+11.8% | Added |
| Peregrine Capital Management LLC | 200 | $28.6K | 0.00% | +90+81.8% | Added |
| Acumen Wealth Advisors, LLC | 208 | $29.8K | 0.01% | +50+31.6% | Added |
| Wellington-Altus USA Inc. | 265 | $29.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 238 | $34.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 250 | $35.7K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266 | $38.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 300 | $42.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 303 | $43.3K | 0.00% | −93−23.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 309 | $44.1K | 0.00% | +309 | New |
| Cullen/Frost Bankers, Inc. | 334 | $47.7K | 0.00% | +334 | New |
| Harbor Capital Advisors, Inc. | 341 | $49.0K | 0.00% | −12−3.4% | Reduced |
| Allworth Financial LP | 369 | $52.7K | 0.00% | −765−67.5% | Reduced |
| V-Square Quantitative Management LLC | 409 | $58.4K | 0.01% | +409 | New |
| Covestor Ltd | 464 | $66.0K | 0.04% | −242−34.3% | Reduced |
| Kemnay Advisory Services Inc. | 503 | $71.8K | 0.01% | +123+32.4% | Added |
| State of Wyoming | 551 | $78.7K | 0.01% | −977−63.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 572 | $81.7K | 0.01% | −9−1.5% | Reduced |
| Rothschild Investment LLC | 580 | $82.8K | 0.00% | +287+98.0% | Added |
| Optiver Holding B.V. | 635 | $90.7K | 0.00% | +409+181.0% | Added |
| Trust Co | 670 | $95.6K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 679 | $96.5K | 0.00% | +37+5.8% | Added |
| Bayforest Capital Ltd | 775 | $110.6K | 0.10% | +478+160.9% | Added |
| SRS Capital Advisors, Inc. | 800 | $114.2K | 0.00% | +554+225.2% | Added |
| Marquette Asset Management, LLC | 826 | $117.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 879 | $124.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 879 | $125.5K | 0.00% | +17+2.0% | Added |