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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 63,414 | $9.05M | 0.01% | +29,489+86.9% | Added |
| Thrivent Financial for Lutherans | 62,126 | $8.87M | 0.01% | −2,469−3.8% | Reduced |
| CBOE Vest Financial, LLC | 60,863 | $8.69M | 0.09% | −391−0.6% | Reduced |
| Nicolet Bankshares Inc | 55,956 | $7.99M | 0.25% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 54,433 | $7.77M | 0.01% | −7,402−12.0% | Reduced |
| Karl Kapital LLC | 52,019 | $7.43M | 4.42% | −10,295−16.5% | Reduced |
| Swedbank AB | 52,000 | $7.42M | 0.01% | +52,000 | New |
| Brown Advisory Inc | 51,855 | $7.40M | 0.01% | −1,218−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 51,563 | $7.36M | 0.01% | +50,174+3,612.2% | Added |
| Hillsdale Investment Management Inc. | 51,060 | $7.29M | 0.17% | +48,800+2,159.3% | Added |
| Barclays PLC | 50,872 | $7.26M | 0.00% | −29,760−36.9% | Reduced |
| Freestone Grove Partners LP | 50,160 | $7.16M | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 49,055 | $7.10M | 0.00% | +7,090+16.9% | Added |
| GHP Investment Advisors, Inc. | 49,629 | $7.09M | 0.26% | +889+1.8% | Added |
| Horizon Investments, LLC | 48,200 | $6.88M | 0.08% | +18,137+60.3% | Added |
| Palisade Capital Management LLC | 47,614 | $6.80M | 0.30% | +47,614 | New |
| Midwest Trust Co | 47,081 | $6.72M | 0.08% | −1,335−2.8% | Reduced |
| LPL Financial LLC | 46,368 | $6.62M | 0.00% | +10,534+29.4% | Added |
| Channing Capital Management, LLC | 44,027 | $6.29M | 0.14% | +44,027 | New |
| B. Metzler seel. Sohn & Co. AG | 43,882 | $6.26M | 0.05% | +5,621+14.7% | Added |
| Oppenheimer Asset Management Inc. | 43,693 | $6.24M | 0.06% | −398−0.9% | Reduced |
| Petiole USA ltd | 42,622 | $6.08M | 4.37% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 42,525 | $6.07M | 0.02% | +1,382+3.4% | Added |
| Great West Life Assurance Co | 41,276 | $5.89M | 0.01% | −70.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 38,470 | $5.49M | 0.02% | +4,251+12.4% | Added |
| Prudential PLC | 38,139 | $5.44M | 0.04% | +728+1.9% | Added |
| Vanguard Global Advisers, LLC | 36,583 | $5.22M | 0.00% | −1,138−3.0% | Reduced |
| Nomura Asset Management International Inc. | 35,355 | $5.05M | 0.01% | +35,355 | New |
| Brant Point Investment Management LLC | 35,235 | $5.03M | 1.12% | −8,159−18.8% | Reduced |
| Maltese Capital Management LLC | 35,000 | $5.00M | 0.91% | −3,886−10.0% | Reduced |
| Tudor Investment Corp Et Al | 34,513 | $4.93M | 0.02% | +9,584+38.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 33,884 | $4.84M | 0.01% | −217−0.6% | Reduced |
| Wedge Capital Management L L P | 33,579 | $4.79M | 0.08% | −3,483−9.4% | Reduced |
| Mariner, LLC | 33,566 | $4.79M | 0.01% | −1,566−4.5% | Reduced |
| Phocas Financial Corp. | 32,273 | $4.61M | 0.64% | −1,679−4.9% | Reduced |
| Quantinno Capital Management LP | 32,155 | $4.59M | 0.01% | +3,755+13.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 31,758 | $4.53M | 0.01% | +450+1.4% | Added |
| Stifel Financial Corp | 30,947 | $4.42M | 0.00% | +9,921+47.2% | Added |
| Amalgamated Bank | 30,389 | $4.34M | 0.03% | −521−1.7% | Reduced |
| Commerce Bank | 29,401 | $4.20M | 0.02% | −21−0.1% | Reduced |
| Buckingham Strategic Partners | 29,237 | $4.17M | 0.04% | +1,155+4.1% | Added |
| Royal Bank of Canada | 28,375 | $4.05M | 0.00% | +9,784+52.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,168 | $4.02M | 0.01% | 00.0% | Unchanged |
| Friday Financial | 27,445 | $4.01M | 1.07% | +1,533+5.9% | Added |
| State of Tennessee, Treasury Department | 27,749 | $3.96M | 0.01% | −499−1.8% | Reduced |
| Rafferty Asset Management, LLC | 26,883 | $3.84M | 0.01% | −15,042−35.9% | Reduced |
| Zacks Investment Management | 26,350 | $3.76M | 0.03% | +26,350 | New |
| Fifth Third Bancorp | 25,163 | $3.59M | 0.01% | −4,844−16.1% | Reduced |
| Bayview Asset Management, LLC | 25,000 | $3.57M | 2.67% | +4,032+19.2% | Added |
| Triveni Capital Investments LP | 24,607 | $3.51M | 4.19% | −26,325−51.7% | Reduced |
| Pathstone Holdings, LLC | 24,036 | $3.43M | 0.01% | +247+1.0% | Added |
| Moody Aldrich Partners LLC | 23,298 | $3.33M | 0.60% | +23,298 | New |
| Cerity Partners LLC | 22,506 | $3.21M | 0.00% | −952−4.1% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 22,002 | $3.14M | 2.17% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 21,795 | $3.11M | 0.02% | +1,859+9.3% | Added |
| Teachers Retirement System of the State of Kentucky | 21,197 | $3.03M | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 21,093 | $3.01M | 0.01% | −37,973−64.3% | Reduced |
| Prudential Financial Inc | 21,076 | $3.01M | 0.00% | +6,785+47.5% | Added |
| Bridgeway Capital Management, LLC | 21,005 | $3.00M | 0.05% | +10,000+90.9% | Added |
| Louisiana State Employees Retirement System | 20,900 | $2.98M | 0.04% | +200+1.0% | Added |
| State of New Jersey Common Pension Fund D | 20,705 | $2.96M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 20,359 | $2.91M | 0.02% | −1,333−6.1% | Reduced |
| Arizona State Retirement System | 19,958 | $2.85M | 0.01% | −905−4.3% | Reduced |
| Ameritas Investment Partners, Inc. | 19,861 | $2.84M | 0.08% | +703+3.7% | Added |
| Yousif Capital Management, LLC | 19,789 | $2.83M | 0.03% | −1,083−5.2% | Reduced |
| Paragon Capital Management LLC | 19,272 | $2.75M | 1.27% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 18,908 | $2.70M | 0.00% | −1,663−8.1% | Reduced |
| BNP Paribas Arbitrage, SA | 18,106 | $2.58M | 0.00% | −58,107−76.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 18,097 | $2.58M | 0.01% | −2,039−10.1% | Reduced |
| Quadrant Capital Group LLC | 18,063 | $2.58M | 0.07% | +286+1.6% | Added |
| Diversified Portfolios, Inc. | 17,789 | $2.54M | 0.18% | −94−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,098 | $2.44M | 0.01% | −792−4.4% | Reduced |
| State of Michigan Retirement System | 16,741 | $2.39M | 0.01% | −400−2.3% | Reduced |
| KLP Kapitalforvaltning AS | 16,695 | $2.39M | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 16,428 | $2.35M | 0.02% | −3,098−15.9% | Reduced |
| US Bancorp | 16,119 | $2.30M | 0.00% | +2,382+17.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 16,066 | $2.29M | 0.03% | +70+0.4% | Added |
| Atria Investments LLC | 16,041 | $2.29M | 0.02% | +685+4.5% | Added |
| New Age Alpha Advisors, LLC | 15,174 | $2.17M | 0.09% | +15,174 | New |
| State Board of Administration of Florida Retirement System | 15,146 | $2.16M | 0.00% | +5,277+53.5% | Added |
| Oregon Public Employees Retirement Fund | 14,760 | $2.11M | 0.02% | +144+1.0% | Added |
| Great Lakes Advisors, LLC | 14,426 | $2.06M | 0.02% | −5,785−28.6% | Reduced |
| Intech Investment Management LLC | 14,078 | $2.01M | 0.02% | −3,516−20.0% | Reduced |
| Voya Investment Management LLC | 14,047 | $2.01M | 0.00% | +1,693+13.7% | Added |
| 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 |
| New Mexico Educational Retirement Board | 13,900 | $1.98M | 0.05% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 13,600 | $1.94M | 2.45% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,540 | $1.93M | 0.02% | −14−0.1% | Reduced |
| Mackenzie Financial Corp | 13,484 | $1.92M | 0.00% | +11,153+478.5% | Added |
| Brinker Capital Investments, LLC | 13,307 | $1.90M | 0.01% | +619+4.9% | Added |
| Vestmark Advisory Solutions, Inc. | 12,925 | $1.85M | 0.02% | +12,925 | New |
| Canada Pension Plan Investment Board | 12,700 | $1.81M | 0.00% | +10,100+388.5% | Added |
| Steele Capital Management, Inc. | 12,375 | $1.77M | 0.07% | +40.0% | Added |
| JustInvest LLC | 12,182 | $1.74M | 0.01% | +83+0.7% | Added |
| Old National Bancorp | 12,030 | $1.72M | 0.03% | −6,000−33.3% | Reduced |
| Pictet Asset Management Holding SA | 11,672 | $1.67M | 0.00% | −608−5.0% | Reduced |
| Cetera Investment Advisers | 11,649 | $1.66M | 0.00% | +152+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 11,396 | $1.63M | 0.01% | +1,178+11.5% | Added |
| Xponance, Inc. | 10,636 | $1.52M | 0.01% | +358+3.5% | Added |