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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; 484 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
484
+35 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
84
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.

Institutional holdersQ2 2026: 484 institutions
Q1 2021: 232 institutionsQ2 2021: 235 institutionsQ3 2021: 241 institutionsQ4 2021: 256 institutionsQ1 2022: 253 institutionsQ2 2022: 261 institutionsQ3 2022: 271 institutionsQ4 2022: 265 institutionsQ1 2023: 260 institutionsQ2 2023: 225 institutionsQ3 2023: 243 institutionsQ4 2023: 259 institutionsQ1 2024: 272 institutionsQ2 2024: 293 institutionsQ3 2024: 325 institutionsQ4 2024: 354 institutionsQ1 2025: 411 institutionsQ2 2025: 410 institutionsQ3 2025: 405 institutionsQ4 2025: 413 institutionsQ1 2026: 455 institutionsQ2 2026: 484 institutions
Value heldQ2 2026: $10.4B
Q1 2021: $3.79BQ2 2021: $3.86BQ3 2021: $3.97BQ4 2021: $4.49BQ1 2022: $4.14BQ2 2022: $3.70BQ3 2022: $3.60BQ4 2022: $3.57BQ1 2023: $2.46BQ2 2023: $2.74BQ3 2023: $2.69BQ4 2023: $3.58BQ1 2024: $3.70BQ2 2024: $4.10BQ3 2024: $5.26BQ4 2024: $5.77BQ1 2025: $6.79BQ2 2025: $7.25BQ3 2025: $8.19BQ4 2025: $8.17BQ1 2026: $7.88BQ2 2026: $10.4B
Institutions holding UMBF and their total value by quarter
QuarterHoldersValue
Q2 2026484$10.4B
Q1 2026455$7.88B
Q4 2025413$8.17B
Q3 2025405$8.19B
Q2 2025410$7.25B
Q1 2025411$6.79B
Q4 2024354$5.77B
Q3 2024325$5.26B
Q2 2024293$4.10B
Q1 2024272$3.70B
Q4 2023259$3.58B
Q3 2023243$2.69B
Q2 2023225$2.74B
Q1 2023260$2.46B
Q4 2022265$3.57B
Q3 2022271$3.60B
Q2 2022261$3.70B
Q1 2022253$4.14B
Q4 2021256$4.49B
Q3 2021241$3.97B
Q2 2021235$3.86B
Q1 2021232$3.79B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Umb Financial Corp; share changes are against Q1 2026.

Institutions holding UMBF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cullen/Frost Bankers, Inc.334$47.7K0.00%+334New
Nikko Asset Management Americas, Inc.309$44.1K0.00%+309New
EverSource Wealth Advisors, LLC303$43.3K0.00%−93−23.5%Reduced
City State Bank300$42.8K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.266$38.0K0.00%00.0%Unchanged
Axiom Investment Management LLC250$35.7K0.02%00.0%Unchanged
Central Trust Co238$34.0K0.00%00.0%Unchanged
Wellington-Altus USA Inc.265$29.9K0.02%00.0%Unchanged
Acumen Wealth Advisors, LLC208$29.8K0.01%+50+31.6%Added
Peregrine Capital Management LLC200$28.6K0.00%+90+81.8%Added
Accent Capital Management, LLC161$23.1K0.01%+17+11.8%Added
Larson Financial Group LLC149$21.3K0.00%00.0%Unchanged
Quent Capital, LLC143$20.4K0.00%−6−4.0%Reduced
Nomura Asset Management Co Ltd140$20.0K0.00%−160−53.3%Reduced
Massmutual Trust Co FSB124$17.7K0.00%−11−8.1%Reduced
Huntington National Bank122$17.4K0.00%+1+0.8%Added
CVA Family Office, LLC114$16.3K0.00%+12+11.8%Added
Danske Bank A/S110$15.7K0.00%00.0%Unchanged
Horizon Financial Services, LLC95$13.6K0.01%00.0%Unchanged
Hilton Head Capital Partners, LLC92$13.1K0.01%−273−74.8%Reduced
Brown Brothers Harriman & Co90$12.8K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC83$11.9K0.00%+5+6.4%Added
First Horizon Corp73$10.4K0.00%+73New
Key Financial Inc63$8.99K0.00%00.0%Unchanged
Bogart Wealth, LLC63$8.99K0.00%+15+31.3%Added
Private Trust Co NA61$8.71K0.00%−12−16.4%Reduced
Fortitude Family Office, LLC57$8.14K0.00%+2+3.6%Added
Action Point Financial Planning, LLC57$7.57K0.00%+57New
Rossby Financial, LCC47$6.71K0.00%−8−14.5%Reduced
Atlantic Trust, LLC46$6.57K0.00%+46New
Clearstead Advisors, LLC46$6.52K0.00%+36+360.0%Added
J.Safra Asset Management Corp42$6.00K0.00%00.0%Unchanged
Anchor Investment Management, LLC42$6.00K0.00%+42New
LRI Investments, LLC41$5.85K0.00%+5+13.9%Added
NBH Bank40$5.71K0.00%+40New
Manchester Capital Management LLC36$5.14K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.36$5.14K0.00%−46−56.1%Reduced
Salomon & Ludwin, LLC35$5.10K0.00%00.0%Unchanged
Rialto Wealth Management, LLC35$5.00K0.00%+23+191.7%Added
WPG Advisers, LLC30$4.28K0.00%+11+57.9%Added
Avion Wealth34$4.00K0.00%+8+30.8%Added
Sachetta, LLC26$3.71K0.00%+5+23.8%Added
Continuum Advisory, LLC25$3.57K0.00%+25New
Private Wealth Management Group, LLC24$3.43K0.00%00.0%Unchanged
JPL Wealth Management, LLC23$3.28K0.00%00.0%Unchanged
Parkside Financial Bank & Trust22$3.14K0.00%00.0%Unchanged
Bell Investment Advisors, Inc22$3.14K0.00%00.0%Unchanged
Creative Capital Management Investments LLC22$3.14K0.00%+22New
Ares Financial Consulting, LLC21$3.00K0.00%00.0%Unchanged
TD Capital Management LLC17$2.44K0.00%00.0%Unchanged
Zions Bancorporation, National Association17$2.43K0.00%00.0%Unchanged
Spire Wealth Management16$2.28K0.00%00.0%Unchanged
Dunhill Financial, LLC14$2.06K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC14$2.00K0.00%+3+27.3%Added
Capital Advisors, Ltd. LLC15$2.00K0.00%00.0%Unchanged
True Wealth Design, LLC14$2.00K0.00%00.0%Unchanged
Quarry LP13$1.86K0.00%−37−74.0%Reduced
DiNuzzo Private Wealth, Inc.13$1.86K0.00%00.0%Unchanged
UMA Financial Services, Inc.12$1.71K0.00%00.0%Unchanged
NBT Bank N A12$1.71K0.00%00.0%Unchanged
IFP Advisors, Inc12$1.71K0.00%00.0%Unchanged
HFM Investment Advisors, LLC11$1.57K0.00%+6+120.0%Added
Torren Management, LLC10$1.47K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC10$1.43K0.00%+10New
Signature Equity Partners, LLC10$1.43K0.00%+10New
Washington Trust Advisors, Inc.9$1.32K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.7$1.00K0.00%+7New
Silver Grove Financial Group, Inc.7$9990.00%+7New
Planning Strategies Inc.6$8570.00%+6New
Valued Wealth Advisors LLC5$7160.00%+5Added
Essential Partners LLC5$7140.00%−12−70.6%Reduced
Prestige Wealth Management Group LLC4$5730.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$5710.00%00.0%Unchanged
Mascoma Wealth Management LLC4$5710.00%+4New
Hughes Financial Services, LLC3$4280.00%+1+50.0%Added
DecisionPoint Financial, LLC2$2920.00%+2New
Basecamp Wealth Advisors LLC2$2860.00%00.0%Unchanged
SHP Wealth Management2$2860.00%+2New
Kilter Group LLC2$2860.00%+2New
Raffa Wealth Management, LLC1$1430.00%00.0%Unchanged
TFC Financial Management1$1430.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$1430.00%+1New
Medallion Wealth Advisors, LLC1$1430.00%+1New
Navigoe, LLC5$00.00%+5New
Adage Capital Partners GP, L.L.C.0$00.00%−160,691−100.0%Sold out
Jain Global LLC0$00.00%−69,756−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−65,640−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−60,770−100.0%Sold out
Renaissance Technologies LLC0$00.00%−59,170−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−45,497−100.0%Sold out
Verition Fund Management LLC0$00.00%−34,391−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−33,763−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−28,567−100.0%Sold out
Bullseye Asset Management LLC0$00.00%−25,000−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−24,554−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−22,932−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−20,087−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−16,857−100.0%Sold out
Fourthstone LLC0$00.00%−10,500−100.0%Sold out
Entropy Technologies, LP0$00.00%−8,962−100.0%Sold out