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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 2,858 | $408.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,856 | $407.7K | 0.00% | +192+7.2% | Added |
| Integrated Investment Consultants, LLC | 2,824 | $403.2K | 0.08% | −11−0.4% | Reduced |
| MML Investors Services, LLC | 2,805 | $400.5K | 0.00% | +345+14.0% | Added |
| High Net Worth Advisory Group LLC | 2,803 | $400.2K | 0.09% | +10.0% | Added |
| Kornitzer Capital Management Inc | 2,800 | $399.7K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,765 | $394.8K | 0.00% | +465+20.2% | Added |
| Ethic Inc. | 2,763 | $394.4K | 0.00% | −88−3.1% | Reduced |
| Aprio Wealth Management, LLC | 2,679 | $382.5K | 0.02% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 2,635 | $376.2K | 0.00% | +336+14.6% | Added |
| High Note Wealth, LLC | 2,623 | $374.5K | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 2,555 | $365.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,544 | $363.1K | 0.01% | +10.0% | Added |
| Greenleaf Trust | 2,506 | $357.8K | 0.00% | +113+4.7% | Added |
| PCM Encore, LLC | 2,462 | $351.5K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,437 | $347.9K | 0.00% | +380+18.5% | Added |
| United Capital Financial Advisers, LLC | 2,432 | $347.2K | 0.00% | −495−16.9% | Reduced |
| Confluence Wealth Services, Inc. | 2,428 | $346.6K | 0.01% | +2,428 | New |
| Harbour Investments, Inc. | 2,381 | $339.9K | 0.00% | +5+0.2% | Added |
| Keating Financial Advisory Services, Inc. | 2,379 | $339.6K | 0.04% | +7+0.3% | Added |
| Allstate Corp | 2,360 | $336.9K | 0.00% | −22,027−90.3% | Reduced |
| CIBC Asset Management Inc | 2,355 | $336.2K | 0.00% | +77+3.4% | Added |
| Gateway Investment Advisers LLC | 2,327 | $332.2K | 0.00% | +2,327 | New |
| Everence Capital Management Inc | 2,320 | $331.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 2,311 | $329.9K | 0.01% | −103−4.3% | Reduced |
| Global Retirement Partners, LLC | 2,278 | $325.2K | 0.00% | +2,278 | New |
| Vise Technologies, Inc. | 2,269 | $323.9K | 0.00% | +2,269 | New |
| RMG Wealth Management LLC | 2,109 | $315.2K | 0.03% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,207 | $315.1K | 0.02% | −3,008−57.7% | Reduced |
| Trust Point Inc. | 2,191 | $312.8K | 0.03% | −1,615−42.4% | Reduced |
| Aptus Capital Advisors, LLC | 2,186 | $312.1K | 0.00% | +30+1.4% | Added |
| SG Americas Securities, LLC | 2,173 | $310.0K | 0.00% | −18,611−89.5% | Reduced |
| Coldstream Capital Management Inc | 2,126 | $303.5K | 0.00% | −440−17.1% | Reduced |
| Ritholtz Wealth Management | 2,108 | $300.9K | 0.00% | +110+5.5% | Added |
| Yorktown Management & Research Co Inc | 2,100 | $299.8K | 0.18% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 2,086 | $297.8K | 0.15% | +2,086 | New |
| Evolve Private Wealth, LLC | 2,049 | $293.2K | 0.02% | +2,049 | New |
| Guardian Wealth Advisors, LLC | 2,031 | $290.9K | 0.02% | +21+1.0% | Added |
| Panagora Asset Management Inc | 2,032 | $290.1K | 0.00% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,000 | $285.5K | 0.00% | −1,250−38.5% | Reduced |
| One Wealth Capital Management, LLC | 1,977 | $282.2K | 0.08% | +1,977 | New |
| Bridgewealth Advisory Group, LLC | 1,938 | $276.7K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,899 | $271.1K | 0.08% | +1,899 | New |
| Ellenbecker Investment Group | 1,874 | $267.5K | 0.03% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 1,841 | $262.9K | 0.13% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,841 | $262.8K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,783 | $254.5K | 0.01% | +342+23.7% | Added |
| Triad Wealth Partners, LLC | 1,705 | $250.7K | 0.01% | +1,705 | New |
| HB Wealth Management, LLC | 1,735 | $247.7K | 0.00% | +1,735 | New |
| Elevated Capital Advisors, LLC | 1,667 | $238.0K | 0.07% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,649 | $235.4K | 0.01% | +1,649 | New |
| Impact Capital Partners LLC | 1,648 | $235.3K | 0.06% | +1,648 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,647 | $235.1K | 0.01% | +1,647 | New |
| Equitable Holdings, Inc. | 1,636 | $233.6K | 0.00% | −498−23.3% | Reduced |
| 1st Source Bank | 1,628 | $232.4K | 0.01% | +1,628 | New |
| Voleon Capital Management LP | 1,555 | $222.0K | 0.00% | +1,555 | New |
| MAI Capital Management | 1,552 | $221.6K | 0.00% | +274+21.4% | Added |
| CI Private Wealth, LLC | 1,545 | $220.8K | 0.00% | +1,545 | New |
| Sage Rhino Capital LLC | 1,546 | $220.7K | 0.04% | +1,546 | New |
| Regions Financial Corp | 1,541 | $220.0K | 0.00% | −492−24.2% | Reduced |
| Atomi Financial Group, Inc. | 1,536 | $219.3K | 0.01% | +1,536 | New |
| Parallel Advisors, LLC | 1,528 | $218.1K | 0.00% | +151+11.0% | Added |
| Advisory Services Network, LLC | 1,518 | $216.7K | 0.00% | +220+16.9% | Added |
| ETF Store, Inc. | 1,499 | $214.0K | 0.18% | −559−27.2% | Reduced |
| Acropolis Investment Management, LLC | 1,492 | $213.0K | 0.01% | +10+0.7% | Added |
| Walleye Capital LLC | 1,486 | $212.1K | 0.00% | +1,486 | New |
| Fifth Third Wealth Advisors LLC | 1,486 | $212.1K | 0.01% | +1,486 | New |
| Norden Group LLC | 1,480 | $211.3K | 0.02% | +1,480 | New |
| First Western Trust Bank | 1,475 | $210.6K | 0.01% | +1,475 | New |
| Harvest Investment Services, LLC | 1,466 | $209.3K | 0.03% | +1,466 | New |
| GTS Securities LLC | 1,445 | $206.3K | 0.00% | −2,132−59.6% | Reduced |
| Aaron Wealth Advisors | 1,444 | $206.2K | 0.01% | +1,444 | New |
| Monument Capital Management | 1,437 | $205.1K | 0.04% | +1,437 | New |
| Ballentine Partners, LLC | 1,432 | $204.4K | 0.00% | +1,432 | New |
| Koshinski Asset Management, Inc. | 1,407 | $200.9K | 0.01% | +1,407 | New |
| Pallas Capital Advisors LLC | 1,404 | $200.4K | 0.01% | +1,404 | New |
| Los Angeles Capital Management LLC | 1,396 | $199.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,390 | $198.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,298 | $185.3K | 0.02% | +426+48.9% | Added |
| Simplex Trading, LLC | 1,071 | $152.9K | 0.00% | +809+308.8% | Added |
| 1620 Investment Advisors, Inc. | 941 | $134.3K | 0.08% | −46−4.7% | Reduced |
| Hilltop National Bank | 920 | $131.3K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 915 | $130.6K | 0.02% | +915 | New |
| Northwestern Mutual Wealth Management Co | 879 | $125.5K | 0.00% | +17+2.0% | Added |
| Smartleaf Asset Management LLC | 879 | $124.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 826 | $117.9K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 800 | $114.2K | 0.00% | +554+225.2% | Added |
| Bayforest Capital Ltd | 775 | $110.6K | 0.10% | +478+160.9% | Added |
| Eurizon Capital SGR S.p.A. | 679 | $96.5K | 0.00% | +37+5.8% | Added |
| Trust Co | 670 | $95.6K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 635 | $90.7K | 0.00% | +409+181.0% | Added |
| Rothschild Investment LLC | 580 | $82.8K | 0.00% | +287+98.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 572 | $81.7K | 0.01% | −9−1.5% | Reduced |
| State of Wyoming | 551 | $78.7K | 0.01% | −977−63.9% | Reduced |
| Kemnay Advisory Services Inc. | 503 | $71.8K | 0.01% | +123+32.4% | Added |
| Covestor Ltd | 464 | $66.0K | 0.04% | −242−34.3% | Reduced |
| V-Square Quantitative Management LLC | 409 | $58.4K | 0.01% | +409 | New |
| Allworth Financial LP | 369 | $52.7K | 0.00% | −765−67.5% | Reduced |
| Harbor Capital Advisors, Inc. | 341 | $49.0K | 0.00% | −12−3.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 334 | $47.7K | 0.00% | +334 | New |