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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 915 | $130.6K | 0.02% | +915 | New |
| Hilltop National Bank | 920 | $131.3K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 941 | $134.3K | 0.08% | −46−4.7% | Reduced |
| Simplex Trading, LLC | 1,071 | $152.9K | 0.00% | +809+308.8% | Added |
| Versant Capital Management, Inc | 1,298 | $185.3K | 0.02% | +426+48.9% | Added |
| AdvisorNet Financial, Inc | 1,390 | $198.4K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,396 | $199.3K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,404 | $200.4K | 0.01% | +1,404 | New |
| Koshinski Asset Management, Inc. | 1,407 | $200.9K | 0.01% | +1,407 | New |
| Ballentine Partners, LLC | 1,432 | $204.4K | 0.00% | +1,432 | New |
| Monument Capital Management | 1,437 | $205.1K | 0.04% | +1,437 | New |
| Aaron Wealth Advisors | 1,444 | $206.2K | 0.01% | +1,444 | New |
| GTS Securities LLC | 1,445 | $206.3K | 0.00% | −2,132−59.6% | Reduced |
| Harvest Investment Services, LLC | 1,466 | $209.3K | 0.03% | +1,466 | New |
| First Western Trust Bank | 1,475 | $210.6K | 0.01% | +1,475 | New |
| Norden Group LLC | 1,480 | $211.3K | 0.02% | +1,480 | New |
| Walleye Capital LLC | 1,486 | $212.1K | 0.00% | +1,486 | New |
| Fifth Third Wealth Advisors LLC | 1,486 | $212.1K | 0.01% | +1,486 | New |
| Acropolis Investment Management, LLC | 1,492 | $213.0K | 0.01% | +10+0.7% | Added |
| ETF Store, Inc. | 1,499 | $214.0K | 0.18% | −559−27.2% | Reduced |
| Advisory Services Network, LLC | 1,518 | $216.7K | 0.00% | +220+16.9% | Added |
| Parallel Advisors, LLC | 1,528 | $218.1K | 0.00% | +151+11.0% | Added |
| Atomi Financial Group, Inc. | 1,536 | $219.3K | 0.01% | +1,536 | New |
| Regions Financial Corp | 1,541 | $220.0K | 0.00% | −492−24.2% | Reduced |
| Sage Rhino Capital LLC | 1,546 | $220.7K | 0.04% | +1,546 | New |
| CI Private Wealth, LLC | 1,545 | $220.8K | 0.00% | +1,545 | New |
| MAI Capital Management | 1,552 | $221.6K | 0.00% | +274+21.4% | Added |
| Voleon Capital Management LP | 1,555 | $222.0K | 0.00% | +1,555 | New |
| 1st Source Bank | 1,628 | $232.4K | 0.01% | +1,628 | New |
| Equitable Holdings, Inc. | 1,636 | $233.6K | 0.00% | −498−23.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,647 | $235.1K | 0.01% | +1,647 | New |
| Impact Capital Partners LLC | 1,648 | $235.3K | 0.06% | +1,648 | New |
| Chicago Capital, LLC | 1,649 | $235.4K | 0.01% | +1,649 | New |
| Elevated Capital Advisors, LLC | 1,667 | $238.0K | 0.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,735 | $247.7K | 0.00% | +1,735 | New |
| Triad Wealth Partners, LLC | 1,705 | $250.7K | 0.01% | +1,705 | New |
| GAMMA Investing LLC | 1,783 | $254.5K | 0.01% | +342+23.7% | Added |
| JNBA Financial Advisors | 1,841 | $262.8K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,841 | $262.9K | 0.13% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,874 | $267.5K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,899 | $271.1K | 0.08% | +1,899 | New |
| Bridgewealth Advisory Group, LLC | 1,938 | $276.7K | 0.05% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 1,977 | $282.2K | 0.08% | +1,977 | New |
| Douglass Winthrop Advisors, LLC | 2,000 | $285.5K | 0.00% | −1,250−38.5% | Reduced |
| Panagora Asset Management Inc | 2,032 | $290.1K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,031 | $290.9K | 0.02% | +21+1.0% | Added |
| Evolve Private Wealth, LLC | 2,049 | $293.2K | 0.02% | +2,049 | New |
| WESPAC Advisors, LLC | 2,086 | $297.8K | 0.15% | +2,086 | New |
| Yorktown Management & Research Co Inc | 2,100 | $299.8K | 0.18% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,108 | $300.9K | 0.00% | +110+5.5% | Added |
| Coldstream Capital Management Inc | 2,126 | $303.5K | 0.00% | −440−17.1% | Reduced |
| SG Americas Securities, LLC | 2,173 | $310.0K | 0.00% | −18,611−89.5% | Reduced |
| Aptus Capital Advisors, LLC | 2,186 | $312.1K | 0.00% | +30+1.4% | Added |
| Trust Point Inc. | 2,191 | $312.8K | 0.03% | −1,615−42.4% | Reduced |
| CenterBook Partners LP | 2,207 | $315.1K | 0.02% | −3,008−57.7% | Reduced |
| RMG Wealth Management LLC | 2,109 | $315.2K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,269 | $323.9K | 0.00% | +2,269 | New |
| Global Retirement Partners, LLC | 2,278 | $325.2K | 0.00% | +2,278 | New |
| Shelton Capital Management | 2,311 | $329.9K | 0.01% | −103−4.3% | Reduced |
| Everence Capital Management Inc | 2,320 | $331.0K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,327 | $332.2K | 0.00% | +2,327 | New |
| CIBC Asset Management Inc | 2,355 | $336.2K | 0.00% | +77+3.4% | Added |
| Allstate Corp | 2,360 | $336.9K | 0.00% | −22,027−90.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,379 | $339.6K | 0.04% | +7+0.3% | Added |
| Harbour Investments, Inc. | 2,381 | $339.9K | 0.00% | +5+0.2% | Added |
| Confluence Wealth Services, Inc. | 2,428 | $346.6K | 0.01% | +2,428 | New |
| United Capital Financial Advisers, LLC | 2,432 | $347.2K | 0.00% | −495−16.9% | Reduced |
| Exchange Traded Concepts, LLC | 2,437 | $347.9K | 0.00% | +380+18.5% | Added |
| PCM Encore, LLC | 2,462 | $351.5K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 2,506 | $357.8K | 0.00% | +113+4.7% | Added |
| Moors & Cabot, Inc. | 2,544 | $363.1K | 0.01% | +10.0% | Added |
| KBC Group NV | 2,555 | $365.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,623 | $374.5K | 0.06% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,635 | $376.2K | 0.00% | +336+14.6% | Added |
| Aprio Wealth Management, LLC | 2,679 | $382.5K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 2,763 | $394.4K | 0.00% | −88−3.1% | Reduced |
| Resources Investment Advisors, LLC. | 2,765 | $394.8K | 0.00% | +465+20.2% | Added |
| Kornitzer Capital Management Inc | 2,800 | $399.7K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,803 | $400.2K | 0.09% | +10.0% | Added |
| MML Investors Services, LLC | 2,805 | $400.5K | 0.00% | +345+14.0% | Added |
| Integrated Investment Consultants, LLC | 2,824 | $403.2K | 0.08% | −11−0.4% | Reduced |
| Assetmark, Inc | 2,856 | $407.7K | 0.00% | +192+7.2% | Added |
| Ashton Thomas Private Wealth, LLC | 2,858 | $408.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,908 | $415.1K | 0.00% | +2,908 | New |
| Avantax Planning Partners, Inc. | 2,916 | $416.3K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,917 | $416.4K | 0.05% | +2,917 | New |
| Alliance Wealth Advisors, LLC | 2,955 | $421.9K | 0.08% | +2,955 | New |
| Flywheel Private Wealth LLC | 3,000 | $428.3K | 0.21% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,148 | $449.5K | 0.05% | +11+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,172 | $452.8K | 0.00% | +76+2.5% | Added |
| First Community Trust NA | 3,180 | $454.0K | 0.21% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,299 | $471.0K | 0.00% | −10,056−75.3% | Reduced |
| Rockefeller Capital Management L.P. | 3,360 | $479.7K | 0.00% | −111−3.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $483.5K | 0.20% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,403 | $486.0K | 0.01% | +531+18.5% | Added |
| Abel Hall, LLC | 3,486 | $497.7K | 0.09% | −117−3.2% | Reduced |
| Whalen Wealth Management Inc. | 3,512 | $501.4K | 0.23% | −227−6.1% | Reduced |
| Hamilton Capital Partners Inc. | 3,565 | $508.9K | 0.01% | −1,450−28.9% | Reduced |
| Profund Advisors LLC | 3,609 | $515.2K | 0.01% | +143+4.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,650 | $521.1K | 0.17% | 00.0% | Unchanged |