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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 14,078 | $2.01M | 0.02% | −3,516−20.0% | Reduced |
| Great Lakes Advisors, LLC | 14,426 | $2.06M | 0.02% | −5,785−28.6% | Reduced |
| Oregon Public Employees Retirement Fund | 14,760 | $2.11M | 0.02% | +144+1.0% | Added |
| State Board of Administration of Florida Retirement System | 15,146 | $2.16M | 0.00% | +5,277+53.5% | Added |
| New Age Alpha Advisors, LLC | 15,174 | $2.17M | 0.09% | +15,174 | New |
| Atria Investments LLC | 16,041 | $2.29M | 0.02% | +685+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,066 | $2.29M | 0.03% | +70+0.4% | Added |
| US Bancorp | 16,119 | $2.30M | 0.00% | +2,382+17.3% | Added |
| Picton Mahoney Asset Management | 16,428 | $2.35M | 0.02% | −3,098−15.9% | Reduced |
| KLP Kapitalforvaltning AS | 16,695 | $2.39M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 16,741 | $2.39M | 0.01% | −400−2.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,098 | $2.44M | 0.01% | −792−4.4% | Reduced |
| Diversified Portfolios, Inc. | 17,789 | $2.54M | 0.18% | −94−0.5% | Reduced |
| Quadrant Capital Group LLC | 18,063 | $2.58M | 0.07% | +286+1.6% | Added |
| Vanguard Investments Australia, Ltd. | 18,097 | $2.58M | 0.01% | −2,039−10.1% | Reduced |
| BNP Paribas Arbitrage, SA | 18,106 | $2.58M | 0.00% | −58,107−76.2% | Reduced |
| Allianz Asset Management GmbH | 18,908 | $2.70M | 0.00% | −1,663−8.1% | Reduced |
| Paragon Capital Management LLC | 19,272 | $2.75M | 1.27% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 19,789 | $2.83M | 0.03% | −1,083−5.2% | Reduced |
| Ameritas Investment Partners, Inc. | 19,861 | $2.84M | 0.08% | +703+3.7% | Added |
| Arizona State Retirement System | 19,958 | $2.85M | 0.01% | −905−4.3% | Reduced |
| Guggenheim Capital LLC | 20,359 | $2.91M | 0.02% | −1,333−6.1% | Reduced |
| State of New Jersey Common Pension Fund D | 20,705 | $2.96M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 20,900 | $2.98M | 0.04% | +200+1.0% | Added |
| Bridgeway Capital Management, LLC | 21,005 | $3.00M | 0.05% | +10,000+90.9% | Added |
| Prudential Financial Inc | 21,076 | $3.01M | 0.00% | +6,785+47.5% | Added |
| King Luther Capital Management Corp | 21,093 | $3.01M | 0.01% | −37,973−64.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 21,197 | $3.03M | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 21,795 | $3.11M | 0.02% | +1,859+9.3% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 22,002 | $3.14M | 2.17% | 00.0% | Unchanged |
| Cerity Partners LLC | 22,506 | $3.21M | 0.00% | −952−4.1% | Reduced |
| Moody Aldrich Partners LLC | 23,298 | $3.33M | 0.60% | +23,298 | New |
| Pathstone Holdings, LLC | 24,036 | $3.43M | 0.01% | +247+1.0% | Added |
| Triveni Capital Investments LP | 24,607 | $3.51M | 4.19% | −26,325−51.7% | Reduced |
| Bayview Asset Management, LLC | 25,000 | $3.57M | 2.67% | +4,032+19.2% | Added |
| Fifth Third Bancorp | 25,163 | $3.59M | 0.01% | −4,844−16.1% | Reduced |
| Zacks Investment Management | 26,350 | $3.76M | 0.03% | +26,350 | New |
| Rafferty Asset Management, LLC | 26,883 | $3.84M | 0.01% | −15,042−35.9% | Reduced |
| State of Tennessee, Treasury Department | 27,749 | $3.96M | 0.01% | −499−1.8% | Reduced |
| Friday Financial | 27,445 | $4.01M | 1.07% | +1,533+5.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,168 | $4.02M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,375 | $4.05M | 0.00% | +9,784+52.6% | Added |
| Buckingham Strategic Partners | 29,237 | $4.17M | 0.04% | +1,155+4.1% | Added |
| Commerce Bank | 29,401 | $4.20M | 0.02% | −21−0.1% | Reduced |
| Amalgamated Bank | 30,389 | $4.34M | 0.03% | −521−1.7% | Reduced |
| Stifel Financial Corp | 30,947 | $4.42M | 0.00% | +9,921+47.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,758 | $4.53M | 0.01% | +450+1.4% | Added |
| Quantinno Capital Management LP | 32,155 | $4.59M | 0.01% | +3,755+13.2% | Added |
| Phocas Financial Corp. | 32,273 | $4.61M | 0.64% | −1,679−4.9% | Reduced |
| Mariner, LLC | 33,566 | $4.79M | 0.01% | −1,566−4.5% | Reduced |
| Wedge Capital Management L L P | 33,579 | $4.79M | 0.08% | −3,483−9.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 33,884 | $4.84M | 0.01% | −217−0.6% | Reduced |
| Tudor Investment Corp Et Al | 34,513 | $4.93M | 0.02% | +9,584+38.4% | Added |
| Maltese Capital Management LLC | 35,000 | $5.00M | 0.91% | −3,886−10.0% | Reduced |
| Brant Point Investment Management LLC | 35,235 | $5.03M | 1.12% | −8,159−18.8% | Reduced |
| Nomura Asset Management International Inc. | 35,355 | $5.05M | 0.01% | +35,355 | New |
| Vanguard Global Advisers, LLC | 36,583 | $5.22M | 0.00% | −1,138−3.0% | Reduced |
| Prudential PLC | 38,139 | $5.44M | 0.04% | +728+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 38,470 | $5.49M | 0.02% | +4,251+12.4% | Added |
| Great West Life Assurance Co | 41,276 | $5.89M | 0.01% | −70.0% | Reduced |
| Public Employees Retirement System of Ohio | 42,525 | $6.07M | 0.02% | +1,382+3.4% | Added |
| Petiole USA ltd | 42,622 | $6.08M | 4.37% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 43,693 | $6.24M | 0.06% | −398−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 43,882 | $6.26M | 0.05% | +5,621+14.7% | Added |
| Channing Capital Management, LLC | 44,027 | $6.29M | 0.14% | +44,027 | New |
| LPL Financial LLC | 46,368 | $6.62M | 0.00% | +10,534+29.4% | Added |
| Midwest Trust Co | 47,081 | $6.72M | 0.08% | −1,335−2.8% | Reduced |
| Palisade Capital Management LLC | 47,614 | $6.80M | 0.30% | +47,614 | New |
| Horizon Investments, LLC | 48,200 | $6.88M | 0.08% | +18,137+60.3% | Added |
| GHP Investment Advisors, Inc. | 49,629 | $7.09M | 0.26% | +889+1.8% | Added |
| Jones Financial Companies LLLP | 49,055 | $7.10M | 0.00% | +7,090+16.9% | Added |
| Freestone Grove Partners LP | 50,160 | $7.16M | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 50,872 | $7.26M | 0.00% | −29,760−36.9% | Reduced |
| Hillsdale Investment Management Inc. | 51,060 | $7.29M | 0.17% | +48,800+2,159.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,563 | $7.36M | 0.01% | +50,174+3,612.2% | Added |
| Brown Advisory Inc | 51,855 | $7.40M | 0.01% | −1,218−2.3% | Reduced |
| Swedbank AB | 52,000 | $7.42M | 0.01% | +52,000 | New |
| Karl Kapital LLC | 52,019 | $7.43M | 4.42% | −10,295−16.5% | Reduced |
| Two Sigma Investments, LP | 54,433 | $7.77M | 0.01% | −7,402−12.0% | Reduced |
| Nicolet Bankshares Inc | 55,956 | $7.99M | 0.25% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 60,863 | $8.69M | 0.09% | −391−0.6% | Reduced |
| Thrivent Financial for Lutherans | 62,126 | $8.87M | 0.01% | −2,469−3.8% | Reduced |
| Russell Investments Group, Ltd. | 63,414 | $9.05M | 0.01% | +29,489+86.9% | Added |
| Citigroup Inc | 66,934 | $9.56M | 0.00% | +19,049+39.8% | Added |
| New York State Teachers Retirement System | 67,360 | $9.62M | 0.02% | +9,202+15.8% | Added |
| Manufacturers Life Insurance Company, The | 68,730 | $9.81M | 0.01% | −613−0.9% | Reduced |
| Vanguard Asset Management, Ltd | 70,272 | $10.0M | 0.01% | −122−0.2% | Reduced |
| FIL Ltd | 72,575 | $10.4M | 0.01% | −3,602−4.7% | Reduced |
| SummitTX Capital, L.P. | 73,008 | $10.4M | 0.27% | +73,008 | New |
| Retirement Systems of Alabama | 73,867 | $10.5M | 0.03% | −13,669−15.6% | Reduced |
| Ameriprise Financial Inc | 73,956 | $10.6M | 0.00% | +1,041+1.4% | Added |
| Millennium Management LLC | 75,840 | $10.8M | 0.01% | −83,985−52.5% | Reduced |
| MetLife Investment Management | 76,171 | $10.9M | 0.05% | +2,768+3.8% | Added |
| Bessemer Group Inc | 77,982 | $11.1M | 0.02% | −203,256−72.3% | Reduced |
| Third Avenue Management LLC | 78,245 | $11.2M | 1.79% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 79,883 | $11.4M | 0.01% | +31,702+65.8% | Added |
| California State Teachers Retirement System | 83,738 | $12.0M | 0.01% | −3,440−3.9% | Reduced |
| Mutual of America Capital Management LLC | 91,750 | $13.1M | 0.13% | −5,519−5.7% | Reduced |
| Deutsche Bank AG | 92,967 | $13.3M | 0.00% | +12,364+15.3% | Added |
| Legal & General Group Plc | 95,737 | $13.7M | 0.00% | −1,507−1.5% | Reduced |