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 |
|---|---|---|---|---|---|
| Artemis Investment Management LLP | 10,636 | $1.52M | 0.01% | +10,636 | New |
| Teacher Retirement System of Texas | 10,443 | $1.49M | 0.00% | +3,009+40.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,254 | $1.46M | 0.00% | +95+0.9% | Added |
| Hancock Whitney Corp | 10,212 | $1.46M | 0.02% | −51−0.5% | Reduced |
| Virtus ETF Advisers LLC | 10,149 | $1.45M | 0.56% | +10,149 | New |
| Squarepoint Ops LLC | 10,069 | $1.44M | 0.00% | −67,082−86.9% | Reduced |
| SJS Investment Consulting Inc. | 10,063 | $1.44M | 0.16% | −936−8.5% | Reduced |
| Ensign Peak Advisors, Inc | 9,969 | $1.42M | 0.00% | −12,115−54.9% | Reduced |
| 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 |
| The PNC Financial Services Group, Inc. | 9,272 | $1.32M | 0.00% | +1,036+12.6% | Added |
| Atwood & Palmer Inc | 9,166 | $1.31M | 0.07% | −1,563−14.6% | Reduced |
| RSM US Wealth Management LLC | 8,799 | $1.26M | 0.01% | +462+5.5% | Added |
| GWM Advisors LLC | 8,543 | $1.22M | 0.00% | −1,897−18.2% | Reduced |
| Truist Financial Corp | 8,420 | $1.20M | 0.00% | +325+4.0% | Added |
| IHT Wealth Management, LLC | 8,378 | $1.20M | 0.03% | −10.0% | Reduced |
| Nordea Investment Management AB | 8,135 | $1.16M | 0.00% | +8,135 | New |
| Pacer Advisors, Inc. | 8,028 | $1.15M | 0.00% | −451−5.3% | Reduced |
| CIBC Bancorp USA Inc. | 7,680 | $1.10M | 0.00% | +673+9.6% | Added |
| Bank of Montreal | 7,570 | $1.08M | 0.00% | −27−0.4% | Reduced |
| Sterling Capital Management LLC | 7,514 | $1.07M | 0.02% | −1,143−13.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,464 | $1.07M | 0.01% | −187−2.4% | Reduced |
| Colony Group, LLC | 7,373 | $1.05M | 0.00% | −414−5.3% | Reduced |
| First National Bank of Omaha | 7,414 | $1.05M | 0.03% | −12,287−62.4% | Reduced |
| Glenmede Trust Co NA | 7,359 | $1.05M | 0.00% | +7,359 | New |
| Gallagher Fiduciary Advisors, LLC | 7,310 | $1.04M | 0.03% | −123−1.7% | Reduced |
| Susquehanna International Group, LLP | 7,284 | $1.04M | 0.00% | −46,730−86.5% | Reduced |
| Kavar Capital Partners Group, LLC | 7,220 | $1.03M | 0.13% | −182−2.5% | Reduced |
| First Citizens Bank & Trust Co | 7,122 | $1.02M | 0.02% | −150−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,021 | $1.00M | 0.01% | +7,021 | New |
| State of Alaska, Department of Revenue | 6,998 | $999.0K | 0.01% | −138−1.9% | Reduced |
| Cambria Investment Management, L.P. | 6,712 | $958.2K | 0.05% | +448+7.2% | Added |
| Miracle Mile Advisors, LLC | 6,673 | $952.6K | 0.01% | +6,673 | New |
| Evergreen Capital Management LLC | 6,623 | $948.3K | 0.02% | +1,538+30.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,621 | $945.2K | 0.03% | −161−2.4% | Reduced |
| Hantz Financial Services, Inc. | 6,606 | $943.0K | 0.01% | +370+5.9% | Added |
| M&T Bank Corp | 6,581 | $939.9K | 0.00% | −251−3.7% | Reduced |
| Accredited Investors Inc. | 6,439 | $919.2K | 0.04% | −2,050−24.1% | Reduced |
| Jane Street Group, LLC | 6,166 | $880.3K | 0.00% | −55,381−90.0% | Reduced |
| Sequoia Financial Advisors, LLC | 6,163 | $879.8K | 0.00% | +1,929+45.6% | Added |
| Tower Research Capital LLC (TRC) | 6,064 | $865.7K | 0.02% | +2,250+59.0% | Added |
| Savant Capital, LLC | 6,555 | $854.8K | 0.00% | +3,822+139.8% | Added |
| Martingale Asset Management L P | 5,887 | $840.4K | 0.02% | −619−9.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,799 | $828.3K | 0.00% | −101−1.7% | Reduced |
| Brevan Howard Capital Management LP | 5,677 | $810.4K | 0.01% | −23,465−80.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,538 | $800.7K | 0.00% | +1,078+24.2% | Added |
| EP Wealth Advisors, LLC | 5,570 | $795.2K | 0.00% | +252+4.7% | Added |
| Public Employees Retirement Association of Colorado | 5,486 | $783.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,263 | $768.3K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 5,301 | $756.8K | 0.00% | +230+4.5% | Added |
| Fiduciary Trust Co | 5,292 | $755.5K | 0.01% | −926−14.9% | Reduced |
| Commonwealth Equity Services, LLC | 5,263 | $751.4K | 0.00% | +1,326+33.7% | Added |
| Kerr Financial Planning Corp | 5,224 | $745.7K | 0.83% | 00.0% | Unchanged |
| Whelan Financial | 5,009 | $715.1K | 0.19% | +10.0% | Added |
| Financial Advisory Service, Inc. | 4,976 | $710.3K | 0.04% | +11+0.2% | Added |
| KLCM Advisors, Inc. | 4,939 | $705.1K | 0.06% | +61+1.3% | Added |
| Nisa Investment Advisors, LLC | 4,857 | $695.4K | 0.00% | +536+12.4% | Added |
| Virginia Retirement Systems Et Al | 4,800 | $685.2K | 0.00% | +4,800 | New |
| Mercer Global Advisors Inc | 4,760 | $679.5K | 0.00% | +1,664+53.7% | Added |
| Swiss Life Asset Management Ltd | 4,751 | $678.3K | 0.00% | −158−3.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,748 | $677.8K | 0.02% | −20−0.4% | Reduced |
| HighTower Advisors, LLC | 4,665 | $666.0K | 0.00% | −841−15.3% | Reduced |
| Amundi | 4,620 | $659.6K | 0.00% | +593+14.7% | Added |
| DRW Securities, LLC | 4,591 | $655.4K | 0.04% | +2,517+121.4% | Added |
| Alps Advisors Inc | 4,530 | $646.7K | 0.00% | +40+0.9% | Added |
| Signaturefd, LLC | 4,355 | $621.7K | 0.01% | +104+2.4% | Added |
| Stembrook Asset Management, LLC | 4,269 | $609.4K | 0.53% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 4,263 | $608.6K | 0.05% | +511+13.6% | Added |
| Merit Financial Group, LLC | 4,179 | $596.6K | 0.00% | −177−4.1% | Reduced |
| WealthPlan Investment Management, LLC | 4,154 | $593.0K | 0.03% | −116−2.7% | Reduced |
| CWM Advisors, LLC | 4,149 | $592.3K | 0.02% | +4,149 | New |
| Park Avenue Securities LLC | 4,129 | $589.0K | 0.00% | +215+5.5% | Added |
| Man Group plc | 4,103 | $585.7K | 0.00% | −2,086−33.7% | Reduced |
| Farmers & Merchants Investments Inc | 4,062 | $579.9K | 0.01% | +4+0.1% | Added |
| Ieq Capital, LLC | 3,974 | $567.3K | 0.00% | −4,901−55.2% | Reduced |
| Concurrent Investment Advisors, LLC | 3,928 | $560.8K | 0.00% | +484+14.1% | Added |
| Papp L Roy & Associates | 3,900 | $556.8K | 0.06% | 00.0% | Unchanged |
| Nykredit A/S | 3,896 | $556.2K | 0.00% | +3,896 | New |
| Oppenheimer & Co Inc | 3,838 | $547.9K | 0.01% | +575+17.6% | Added |
| DnB Asset Management AS | 3,828 | $546.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3,818 | $545.0K | 0.04% | +10+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,759 | $536.6K | 0.00% | +109+3.0% | Added |
| Connable Office Inc | 3,738 | $533.6K | 0.05% | −264−6.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,650 | $521.1K | 0.17% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,609 | $515.2K | 0.01% | +143+4.1% | Added |
| Hamilton Capital Partners Inc. | 3,565 | $508.9K | 0.01% | −1,450−28.9% | Reduced |
| Whalen Wealth Management Inc. | 3,512 | $501.4K | 0.23% | −227−6.1% | Reduced |
| Abel Hall, LLC | 3,486 | $497.7K | 0.09% | −117−3.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,403 | $486.0K | 0.01% | +531+18.5% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 3,387 | $483.5K | 0.20% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,360 | $479.7K | 0.00% | −111−3.2% | Reduced |
| HSBC Holdings PLC | 3,299 | $471.0K | 0.00% | −10,056−75.3% | Reduced |
| First Community Trust NA | 3,180 | $454.0K | 0.21% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,172 | $452.8K | 0.00% | +76+2.5% | Added |
| LexAurum Advisors, LLC | 3,148 | $449.5K | 0.05% | +11+0.4% | Added |
| Flywheel Private Wealth LLC | 3,000 | $428.3K | 0.21% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,955 | $421.9K | 0.08% | +2,955 | New |
| Portside Wealth Group, LLC | 2,917 | $416.4K | 0.05% | +2,917 | New |
| Avantax Planning Partners, Inc. | 2,916 | $416.3K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,908 | $415.1K | 0.00% | +2,908 | New |