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 |
|---|---|---|---|---|---|
| Connable Office Inc | 3,738 | $533.6K | 0.05% | −264−6.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,759 | $536.6K | 0.00% | +109+3.0% | Added |
| N.E.W. Advisory Services LLC | 3,818 | $545.0K | 0.04% | +10+0.3% | Added |
| DnB Asset Management AS | 3,828 | $546.5K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,838 | $547.9K | 0.01% | +575+17.6% | Added |
| Nykredit A/S | 3,896 | $556.2K | 0.00% | +3,896 | New |
| Papp L Roy & Associates | 3,900 | $556.8K | 0.06% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,928 | $560.8K | 0.00% | +484+14.1% | Added |
| Ieq Capital, LLC | 3,974 | $567.3K | 0.00% | −4,901−55.2% | Reduced |
| Farmers & Merchants Investments Inc | 4,062 | $579.9K | 0.01% | +4+0.1% | Added |
| Man Group plc | 4,103 | $585.7K | 0.00% | −2,086−33.7% | Reduced |
| Park Avenue Securities LLC | 4,129 | $589.0K | 0.00% | +215+5.5% | Added |
| CWM Advisors, LLC | 4,149 | $592.3K | 0.02% | +4,149 | New |
| WealthPlan Investment Management, LLC | 4,154 | $593.0K | 0.03% | −116−2.7% | Reduced |
| Merit Financial Group, LLC | 4,179 | $596.6K | 0.00% | −177−4.1% | Reduced |
| Spirepoint Private Client, LLC | 4,263 | $608.6K | 0.05% | +511+13.6% | Added |
| Stembrook Asset Management, LLC | 4,269 | $609.4K | 0.53% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,355 | $621.7K | 0.01% | +104+2.4% | Added |
| Alps Advisors Inc | 4,530 | $646.7K | 0.00% | +40+0.9% | Added |
| DRW Securities, LLC | 4,591 | $655.4K | 0.04% | +2,517+121.4% | Added |
| Amundi | 4,620 | $659.6K | 0.00% | +593+14.7% | Added |
| HighTower Advisors, LLC | 4,665 | $666.0K | 0.00% | −841−15.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,748 | $677.8K | 0.02% | −20−0.4% | Reduced |
| Swiss Life Asset Management Ltd | 4,751 | $678.3K | 0.00% | −158−3.2% | Reduced |
| Mercer Global Advisors Inc | 4,760 | $679.5K | 0.00% | +1,664+53.7% | Added |
| Virginia Retirement Systems Et Al | 4,800 | $685.2K | 0.00% | +4,800 | New |
| Nisa Investment Advisors, LLC | 4,857 | $695.4K | 0.00% | +536+12.4% | Added |
| KLCM Advisors, Inc. | 4,939 | $705.1K | 0.06% | +61+1.3% | Added |
| Financial Advisory Service, Inc. | 4,976 | $710.3K | 0.04% | +11+0.2% | Added |
| Whelan Financial | 5,009 | $715.1K | 0.19% | +10.0% | Added |
| Kerr Financial Planning Corp | 5,224 | $745.7K | 0.83% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,263 | $751.4K | 0.00% | +1,326+33.7% | Added |
| Fiduciary Trust Co | 5,292 | $755.5K | 0.01% | −926−14.9% | Reduced |
| Keybank National Association | 5,301 | $756.8K | 0.00% | +230+4.5% | Added |
| Securian Asset Management, Inc | 5,263 | $768.3K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,486 | $783.0K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 5,570 | $795.2K | 0.00% | +252+4.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,538 | $800.7K | 0.00% | +1,078+24.2% | Added |
| Brevan Howard Capital Management LP | 5,677 | $810.4K | 0.01% | −23,465−80.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,799 | $828.3K | 0.00% | −101−1.7% | Reduced |
| Martingale Asset Management L P | 5,887 | $840.4K | 0.02% | −619−9.5% | Reduced |
| Savant Capital, LLC | 6,555 | $854.8K | 0.00% | +3,822+139.8% | Added |
| Tower Research Capital LLC (TRC) | 6,064 | $865.7K | 0.02% | +2,250+59.0% | Added |
| Sequoia Financial Advisors, LLC | 6,163 | $879.8K | 0.00% | +1,929+45.6% | Added |
| Jane Street Group, LLC | 6,166 | $880.3K | 0.00% | −55,381−90.0% | Reduced |
| Accredited Investors Inc. | 6,439 | $919.2K | 0.04% | −2,050−24.1% | Reduced |
| M&T Bank Corp | 6,581 | $939.9K | 0.00% | −251−3.7% | Reduced |
| Hantz Financial Services, Inc. | 6,606 | $943.0K | 0.01% | +370+5.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,621 | $945.2K | 0.03% | −161−2.4% | Reduced |
| Evergreen Capital Management LLC | 6,623 | $948.3K | 0.02% | +1,538+30.2% | Added |
| Miracle Mile Advisors, LLC | 6,673 | $952.6K | 0.01% | +6,673 | New |
| Cambria Investment Management, L.P. | 6,712 | $958.2K | 0.05% | +448+7.2% | Added |
| State of Alaska, Department of Revenue | 6,998 | $999.0K | 0.01% | −138−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,021 | $1.00M | 0.01% | +7,021 | New |
| First Citizens Bank & Trust Co | 7,122 | $1.02M | 0.02% | −150−2.1% | Reduced |
| Kavar Capital Partners Group, LLC | 7,220 | $1.03M | 0.13% | −182−2.5% | Reduced |
| Susquehanna International Group, LLP | 7,284 | $1.04M | 0.00% | −46,730−86.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,310 | $1.04M | 0.03% | −123−1.7% | Reduced |
| Glenmede Trust Co NA | 7,359 | $1.05M | 0.00% | +7,359 | New |
| First National Bank of Omaha | 7,414 | $1.05M | 0.03% | −12,287−62.4% | Reduced |
| Colony Group, LLC | 7,373 | $1.05M | 0.00% | −414−5.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,464 | $1.07M | 0.01% | −187−2.4% | Reduced |
| Sterling Capital Management LLC | 7,514 | $1.07M | 0.02% | −1,143−13.2% | Reduced |
| Bank of Montreal | 7,570 | $1.08M | 0.00% | −27−0.4% | Reduced |
| CIBC Bancorp USA Inc. | 7,680 | $1.10M | 0.00% | +673+9.6% | Added |
| Pacer Advisors, Inc. | 8,028 | $1.15M | 0.00% | −451−5.3% | Reduced |
| Nordea Investment Management AB | 8,135 | $1.16M | 0.00% | +8,135 | New |
| IHT Wealth Management, LLC | 8,378 | $1.20M | 0.03% | −10.0% | Reduced |
| Truist Financial Corp | 8,420 | $1.20M | 0.00% | +325+4.0% | Added |
| GWM Advisors LLC | 8,543 | $1.22M | 0.00% | −1,897−18.2% | Reduced |
| RSM US Wealth Management LLC | 8,799 | $1.26M | 0.01% | +462+5.5% | Added |
| Atwood & Palmer Inc | 9,166 | $1.31M | 0.07% | −1,563−14.6% | Reduced |
| The PNC Financial Services Group, Inc. | 9,272 | $1.32M | 0.00% | +1,036+12.6% | Added |
| Legato Capital Management LLC | 9,553 | $1.36M | 0.11% | +9,553 | New |
| Integrated Quantitative Investments LLC | 9,553 | $1.36M | 0.22% | +9,553 | New |
| Ensign Peak Advisors, Inc | 9,969 | $1.42M | 0.00% | −12,115−54.9% | Reduced |
| SJS Investment Consulting Inc. | 10,063 | $1.44M | 0.16% | −936−8.5% | Reduced |
| Squarepoint Ops LLC | 10,069 | $1.44M | 0.00% | −67,082−86.9% | Reduced |
| Virtus ETF Advisers LLC | 10,149 | $1.45M | 0.56% | +10,149 | New |
| Hancock Whitney Corp | 10,212 | $1.46M | 0.02% | −51−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,254 | $1.46M | 0.00% | +95+0.9% | Added |
| Teacher Retirement System of Texas | 10,443 | $1.49M | 0.00% | +3,009+40.5% | Added |
| Xponance, Inc. | 10,636 | $1.52M | 0.01% | +358+3.5% | Added |
| Artemis Investment Management LLP | 10,636 | $1.52M | 0.01% | +10,636 | New |
| O'Shaughnessy Asset Management, LLC | 11,396 | $1.63M | 0.01% | +1,178+11.5% | Added |
| Cetera Investment Advisers | 11,649 | $1.66M | 0.00% | +152+1.3% | Added |
| Pictet Asset Management Holding SA | 11,672 | $1.67M | 0.00% | −608−5.0% | Reduced |
| Old National Bancorp | 12,030 | $1.72M | 0.03% | −6,000−33.3% | Reduced |
| JustInvest LLC | 12,182 | $1.74M | 0.01% | +83+0.7% | Added |
| Steele Capital Management, Inc. | 12,375 | $1.77M | 0.07% | +40.0% | Added |
| Canada Pension Plan Investment Board | 12,700 | $1.81M | 0.00% | +10,100+388.5% | Added |
| Vestmark Advisory Solutions, Inc. | 12,925 | $1.85M | 0.02% | +12,925 | New |
| Brinker Capital Investments, LLC | 13,307 | $1.90M | 0.01% | +619+4.9% | Added |
| Mackenzie Financial Corp | 13,484 | $1.92M | 0.00% | +11,153+478.5% | Added |
| Farther Finance Advisors, LLC | 13,540 | $1.93M | 0.02% | −14−0.1% | Reduced |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.94M | 2.45% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 13,900 | $1.98M | 0.05% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 14,149 | $1.99M | 0.03% | +14,149 | New |
| Diversify Wealth Management, LLC | 14,149 | $1.99M | 0.03% | +14,149 | New |
| Voya Investment Management LLC | 14,047 | $2.01M | 0.00% | +1,693+13.7% | Added |