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 |
|---|---|---|---|---|---|
| Ceredex Value Advisors LLC | 98,850 | $14.1M | 0.40% | −32,725−24.9% | Reduced |
| William Blair Investment Management, LLC | 105,762 | $15.1M | 0.05% | −27,788−20.8% | Reduced |
| Kennedy Capital Management, Inc. | 111,071 | $15.9M | 0.28% | +61,926+126.0% | Added |
| STRS Ohio | 115,700 | $16.5M | 0.06% | +19,700+20.5% | Added |
| Interval Partners, LP | 115,855 | $16.5M | 0.53% | +100,809+670.0% | Added |
| State of Wisconsin Investment Board | 117,726 | $16.8M | 0.03% | +1,350+1.2% | Added |
| FJ Capital Management LLC | 127,486 | $18.2M | 2.36% | +83,746+191.5% | Added |
| Gator Capital Management, LLC | 129,450 | $18.5M | 3.98% | −15,930−11.0% | Reduced |
| Creative Planning | 130,213 | $18.6M | 0.01% | +24,664+23.4% | Added |
| California Public Employees Retirement System | 132,990 | $19.0M | 0.01% | +169+0.1% | Added |
| Natixis Advisors, L.P. | 135,442 | $19.3M | 0.02% | +31,219+30.0% | Added |
| Envestnet Asset Management Inc | 140,449 | $20.1M | 0.00% | +8,021+6.1% | Added |
| Basswood Capital Management, L.L.C. | 144,257 | $20.6M | 0.88% | +144,257 | New |
| Swiss National Bank | 145,120 | $20.7M | 0.01% | −5,100−3.4% | Reduced |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $24.3M | 8.21% | 00.0% | Unchanged |
| Wells Fargo & Company | 171,663 | $24.5M | 0.00% | +33,367+24.1% | Added |
| Handelsbanken Fonder AB | 176,840 | $25.2M | 0.07% | +121,050+217.0% | Added |
| UBS Asset Management Americas Inc | 179,559 | $25.6M | 0.00% | −7,373−3.9% | Reduced |
| WCM Investment Management, LLC | 182,176 | $25.9M | 0.05% | +3,712+2.1% | Added |
| Aristotle Capital Boston, LLC | 181,329 | $25.9M | 1.74% | +181,329 | New |
| Qube Research & Technologies Ltd | 185,380 | $26.5M | 0.03% | −81,352−30.5% | Reduced |
| New York State Common Retirement Fund | 196,163 | $28.0M | 0.04% | +2,500+1.3% | Added |
| Boston Trust Walden Corp | 197,886 | $28.3M | 0.22% | −10,117−4.9% | Reduced |
| Invesco Ltd. | 203,034 | $29.0M | 0.00% | −71,302−26.0% | Reduced |
| Stieven Capital Advisors, L.P. | 204,065 | $29.1M | 5.56% | −24,724−10.8% | Reduced |
| UBS Group AG | 208,492 | $29.8M | 0.00% | −84,335−28.8% | Reduced |
| ProShare Advisors LLC | 225,860 | $32.2M | 0.05% | +10,425+4.8% | Added |
| SEI Investments Co | 226,487 | $32.3M | 0.03% | +35,784+18.8% | Added |
| Rhumbline Advisers | 234,405 | $33.5M | 0.03% | +6,623+2.9% | Added |
| Emerald Mutual Fund Advisers Trust | 235,696 | $33.6M | 1.18% | +77,079+48.6% | Added |
| Jupiter Topco LLC | 238,162 | $34.0M | 0.01% | +238,162 | New |
| Fisher Asset Management, LLC | 243,154 | $34.7M | 0.01% | +716+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 254,210 | $36.3M | 0.02% | +254,210 | New |
| Federated Hermes, Inc. | 255,948 | $36.5M | 0.05% | +85,274+50.0% | Added |
| Holocene Advisors, LP | 262,423 | $37.5M | 0.09% | +216,413+470.4% | Added |
| T. Rowe Price Investment Management, Inc. | 274,275 | $39.2M | 0.03% | −2,779−1.0% | Reduced |
| Azora Capital LP | 274,871 | $39.2M | 1.65% | +274,871 | New |
| AQR Capital Management LLC | 295,887 | $41.8M | 0.01% | +103,226+53.6% | Added |
| JPMorgan Chase & Co | 306,503 | $44.0M | 0.00% | −4,380−1.4% | Reduced |
| Raymond James Financial Inc | 324,438 | $46.3M | 0.01% | +39,128+13.7% | Added |
| NFJ Investment Group, LLC | 329,404 | $47.0M | 1.60% | +3,440+1.1% | Added |
| Systematic Financial Management LP | 339,475 | $48.5M | 0.97% | −6,970−2.0% | Reduced |
| Franklin Resources Inc | 340,610 | $48.6M | 0.01% | +26,465+8.4% | Added |
| Emerald Advisers, LLC | 345,687 | $49.4M | 1.16% | +78,249+29.3% | Added |
| Massachusetts Financial Services Co | 353,035 | $50.4M | 0.02% | +13,333+3.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 364,287 | $52.0M | 0.46% | +69,407+23.5% | Added |
| Congress Asset Management Co | 396,647 | $56.6M | 0.35% | +245,296+162.1% | Added |
| Schroder Investment Management Group | 401,467 | $57.0M | 0.04% | +79,557+24.7% | Added |
| Neumeier Poma Investment Counsel LLC | 410,797 | $58.6M | 4.02% | +6,890+1.7% | Added |
| Junto Capital Management LP | 412,747 | $58.9M | 1.09% | +412,747 | New |
| Captrust Financial Advisors | 428,347 | $61.2M | 0.09% | −18,046−4.0% | Reduced |
| Vanguard Fiduciary Trust Co | 475,634 | $67.9M | 0.01% | +12,492+2.7% | Added |
| Johnson Investment Counsel Inc | 500,732 | $71.5M | 0.52% | +17,783+3.7% | Added |
| Bank of New York Mellon Corp | 549,240 | $78.4M | 0.01% | −3,477−0.6% | Reduced |
| Price T Rowe Associates Inc | 583,289 | $83.3M | 0.01% | −24,025−4.0% | Reduced |
| GW&K Investment Management, LLC | 672,465 | $96.0M | 0.75% | −28,722−4.1% | Reduced |
| Global Alpha Capital Management Ltd. | 690,325 | $98.6M | 5.90% | +31,343+4.8% | Added |
| Principal Financial Group Inc | 694,836 | $99.2M | 0.05% | −18,023−2.5% | Reduced |
| Clearbridge Investments, LLC | 699,624 | $99.9M | 0.08% | +50,053+7.7% | Added |
| Norges Bank | 705,322 | $100.7M | 0.01% | +705,322 | New |
| Nuveen, LLC | 763,660 | $109.0M | 0.03% | +107,626+16.4% | Added |
| Victory Capital Management Inc | 900,418 | $128.5M | 0.07% | −78,634−8.0% | Reduced |
| Bank of America Corp | 904,683 | $129.2M | 0.01% | +209,407+30.1% | Added |
| First Trust Advisors LP | 914,990 | $130.6M | 0.08% | +15,590+1.7% | Added |
| Northern Trust Corp | 926,889 | $132.3M | 0.02% | +46,544+5.3% | Added |
| Morgan Stanley | 939,019 | $134.1M | 0.01% | −67,899−6.7% | Reduced |
| Citadel Advisors LLC | 943,290 | $134.7M | 0.08% | −125,292−11.7% | Reduced |
| Charles Schwab Investment Management Inc | 964,626 | $137.7M | 0.02% | −2,118−0.2% | Reduced |
| Alliancebernstein L.P. | 1,300,605 | $146.7M | 0.05% | +80,627+6.6% | Added |
| American Century Companies Inc | 1,045,921 | $149.3M | 0.07% | −299,923−22.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,145,958 | $166.9M | 0.26% | −211,219−15.6% | Reduced |
| Goldman Sachs Group Inc | 1,241,789 | $177.3M | 0.02% | +345,685+38.6% | Added |
| Earnest Partners LLC | 1,242,430 | $177.4M | 0.64% | −35,459−2.8% | Reduced |
| Neuberger Berman Group LLC | 1,562,240 | $223.0M | 0.15% | −137,399−8.1% | Reduced |
| Wellington Management Group LLP | 1,687,247 | $240.9M | 0.04% | −1,019,877−37.7% | Reduced |
| Geode Capital Management, LLC | 2,064,907 | $294.8M | 0.02% | +117,461+6.0% | Added |
| FMR LLC | 2,671,666 | $381.4M | 0.02% | +249,231+10.3% | Added |
| Dimensional Fund Advisors LP | 3,030,849 | $432.7M | 0.08% | +120,917+4.2% | Added |
| Vanguard Capital Management LLC | 3,130,338 | $446.9M | 0.01% | +29,045+0.9% | Added |
| State Street Corp | 4,133,285 | $591.8M | 0.02% | +151,684+3.8% | Added |
| Vanguard Portfolio Management LLC | 4,213,123 | $601.5M | 0.03% | +76,903+1.9% | Added |
| Umb Bank N A | 4,674,963 | $667.4M | 8.45% | −48,610−1.0% | Reduced |
| BlackRock, Inc. | 10,215,651 | $1.46B | 0.02% | +871,184+9.3% | Added |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −160,691−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −69,756−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −65,640−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −60,770−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −59,170−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −45,497−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −34,391−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,763−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −28,567−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −24,554−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −22,932−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,087−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,857−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,962−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −7,302−100.0% | Sold out |