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 |
|---|---|---|---|---|---|
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,409−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −5,072−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −3,567−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −3,265−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,743−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −2,724−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −2,691−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −2,408−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Wellington Grp LLC | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Fairman Group, LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |