Umb FinancialUMBF
13F holders, Q2 2026 (June 30)483holders +29
76new positions
49sold out
5famous investors
$142.29avg. 13F price*
At the end of Q2 2026, 483 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 29 from Q1 2026. 76 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($1.5B), UMB Bank, n.a. ($667.4M) and Vanguard Portfolio Management LLC ($601.5M). 5 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $251.3M |
| Exits | 49 | $85.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,264,379 shares bought and 4,113,791 shares sold, net +2,150,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 483 holders
| BlackRock, Inc. | 0.02% | Add +9.3% | 10,215,651 | $1.5B |
| UMB Bank, n.a. | 8.45% | Reduce -1.0% | 4,674,963 | $667.4M |
| Vanguard Portfolio Management LLC | 0.03% | Add +1.9% | 4,213,123 | $601.5M |
| State Street Corp. | 0.02% | Add +3.8% | 4,133,285 | $591.8M |
| Vanguard Capital Management LLC | 0.01% | Add +0.9% | 3,130,338 | $446.9M |
| Dimensional Fund Advisors LP | 0.08% | Add +4.2% | 3,030,849 | $432.7M |
| FMR LLC | 0.02% | Add +10.3% | 2,671,666 | $381.4M |
| Geode Capital Management, LLC | 0.02% | Add +6.0% | 2,064,907 | $294.8M |
| Wellington Management Group LLP | 0.04% | Reduce -37.7% | 1,687,247 | $240.9M |
| Neuberger Berman Group LLC | 0.15% | Reduce -8.1% | 1,562,240 | $223.0M |
| Earnest Partners LLC | 0.64% | Reduce -2.8% | 1,242,430 | $177.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +38.6% | 1,241,789 | $177.3M |
| Allspring Global Investments Holdings, LLC | 0.26% | Reduce -15.6% | 1,145,958 | $166.9M |
| American Century Companies Inc. | 0.07% | Reduce -22.3% | 1,045,921 | $149.3M |
| Alliancebernstein L.P. | 0.05% | Add +6.6% | 1,300,605 | $146.7M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.2% | 964,626 | $137.7M |
| Citadel Advisors | 0.08% | Reduce -11.7% | 943,290 | $134.7M |
| Morgan Stanley | 0.01% | Reduce -6.7% | 939,019 | $134.1M |
| Northern Trust Corp. | 0.02% | Add +5.3% | 926,889 | $132.3M |
| First Trust Advisors LP | 0.08% | Add +1.7% | 914,990 | $130.6M |
| Bank of America Corp. | 0.01% | Add +30.1% | 904,683 | $129.2M |
| Victory Capital Management Inc. | 0.07% | Reduce -8.0% | 900,418 | $128.5M |
| Nuveen, LLC | 0.03% | Add +16.4% | 763,660 | $109.0M |
| Norges Bank | 0.01% | — | 705,322 | $100.7M |
| Clearbridge Investments, LLC | 0.08% | Add +7.7% | 699,624 | $99.9M |
| Principal Financial Group Inc. | 0.05% | Reduce -2.5% | 694,836 | $99.2M |
| Global Alpha Capital Management Ltd. | 5.90% | Add +4.8% | 690,325 | $98.6M |
| GW&K Investment Management, LLC | 0.75% | Reduce -4.1% | 672,465 | $96.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -4.0% | 583,289 | $83.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.6% | 549,240 | $78.4M |
| Johnson Investment Counsel Inc. | 0.52% | Add +3.7% | 500,732 | $71.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +2.7% | 475,634 | $67.9M |
| Captrust Financial Advisors | 0.09% | Reduce -4.0% | 428,347 | $61.2M |
| Junto Capital Management LP | 1.09% | New | 412,747 | $58.9M |
| Neumeier Poma Investment Counsel LLC | 4.01% | Add +1.7% | 410,797 | $58.6M |
| Schroder Investment Management Group | 0.04% | Add +24.7% | 401,467 | $57.0M |
| Congress Asset Management Co. | 0.35% | Add +162.1% | 396,647 | $56.6M |
| Vaughan Nelson Investment Management, L.P. | 0.46% | Add +23.5% | 364,287 | $52.0M |
| Massachusetts Financial Services Co. | 0.02% | Add +3.9% | 353,035 | $50.4M |
| Emerald Advisers, LLC | 1.16% | Add +29.3% | 345,687 | $49.4M |
| Franklin Resources Inc. | 0.01% | Add +8.4% | 340,610 | $48.6M |
| Systematic Financial Management LP | 0.97% | Reduce -2.0% | 339,475 | $48.5M |
| NFJ Investment Group, LLC | 1.59% | Add +1.1% | 329,404 | $47.0M |
| Raymond James Financial Inc. | 0.01% | Add +13.7% | 324,438 | $46.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.4% | 306,503 | $44.0M |
| AQR Capital Management | 0.01% | Add +53.6% | 295,887 | $41.8M |
| Azora Capital LP | 1.65% | New | 274,871 | $39.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -1.0% | 274,275 | $39.2M |
| Holocene Advisors, LP | 0.09% | Add +470.4% | 262,423 | $37.5M |
| Federated Hermes, Inc. | 0.05% | Add +50.0% | 255,948 | $36.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | New | 254,210 | $36.3M |
| Fisher Asset Management | 0.01% | Add +0.3% | 243,154 | $34.7M |
| Jupiter Topco LLC | 0.01% | — | 238,162 | $34.0M |
| Emerald Mutual Fund Advisers Trust | 1.18% | Add +48.6% | 235,696 | $33.6M |
| Rhumbline Advisers | 0.03% | Add +2.9% | 234,405 | $33.5M |
| Sei Investments Co. | 0.03% | Add +18.8% | 226,487 | $32.3M |
| ProShare Advisors LLC | 0.05% | Add +4.8% | 225,860 | $32.2M |
| UBS Group AG | 0.00% | Reduce -28.8% | 208,492 | $29.8M |
| Stieven Capital Advisors, L.P. | 5.56% | Reduce -10.8% | 204,065 | $29.1M |
| Invesco Ltd. | 0.00% | Reduce -26.0% | 203,034 | $29.0M |
| Boston Trust Walden Corp | 0.22% | Reduce -4.9% | 197,886 | $28.3M |
| New York State Common Retirement Fund | 0.04% | Add +1.3% | 196,163 | $28.0M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -30.5% | 185,380 | $26.5M |
| Aristotle Capital Boston, LLC | 1.74% | New | 181,329 | $25.9M |
| WCM Investment Management, LLC | 0.05% | Add +2.1% | 182,176 | $25.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.9% | 179,559 | $25.6M |
| Handelsbanken Fonder AB | 0.07% | Add +217.0% | 176,840 | $25.2M |
| Wells Fargo & Company | 0.00% | Add +24.1% | 171,663 | $24.5M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 8.21% | No change | 170,440 | $24.3M |
| Swiss National Bank | 0.01% | Reduce -3.4% | 145,120 | $20.7M |
| Basswood Capital Management, L.L.C. | 0.88% | New | 144,257 | $20.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.1% | 140,449 | $20.1M |
| Natixis Advisors, LLC | 0.02% | Add +29.9% | 135,442 | $19.3M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 132,990 | $19.0M |
| Creative Planning | 0.01% | Add +23.4% | 130,213 | $18.6M |
| Gator Capital Management, LLC | 3.98% | Reduce -11.0% | 129,450 | $18.5M |
| FJ Capital Management LLC | 2.36% | Add +191.5% | 127,486 | $18.2M |
| State of Wisconsin Investment Board | 0.03% | Add +1.2% | 117,726 | $16.8M |
| Interval Partners, LP | 0.53% | Add +670.0% | 115,855 | $16.5M |
| STRS Ohio | 0.06% | Add +20.5% | 115,700 | $16.5M |
| Kennedy Capital Management LLC | 0.28% | Add +126.0% | 111,071 | $15.9M |
| William Blair Investment Management, LLC | 0.05% | Reduce -20.8% | 105,762 | $15.1M |
| Ceredex Value Advisors LLC | 0.40% | Reduce -24.9% | 98,850 | $14.1M |
| Legal & General Group Plc | 0.00% | Reduce -1.6% | 95,737 | $13.7M |
| Deutsche Bank AG | 0.00% | Add +15.3% | 92,967 | $13.3M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -5.7% | 91,750 | $13.1M |
| California State Teachers Retirement System | 0.01% | Reduce -4.0% | 83,738 | $12.0M |
| Osaic Holdings, Inc. | 0.01% | Add +65.8% | 79,883 | $11.4M |
| Third Avenue Management LLC | 1.79% | No change | 78,245 | $11.2M |
| Bessemer Group Inc. | 0.02% | Reduce -72.3% | 77,982 | $11.1M |
| MetLife Investment Management, LLC | 0.05% | Add +3.8% | 76,171 | $10.9M |
| Millennium Management | 0.01% | Reduce -52.5% | 75,840 | $10.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 73,956 | $10.6M |
| Retirement Systems of Alabama | 0.03% | Reduce -15.6% | 73,867 | $10.5M |
| SummitTX Capital, L.P. | 0.28% | New | 73,008 | $10.4M |
| FIL Ltd | 0.01% | Reduce -4.7% | 72,575 | $10.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Reduce -0.2% | 70,272 | $10.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.9% | 68,730 | $9.8M |
| New York State Teachers Retirement System | 0.02% | Add +15.8% | 67,360 | $9.6M |
| Citigroup Inc. | 0.00% | Add +39.8% | 66,934 | $9.6M |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.