Umb FinancialUMBF
13F holders, Q1 2024 (March 31)272holders
7famous investors
$87.00avg. 13F price*
At the end of Q1 2024, 272 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings. The largest holders were BlackRock Inc. ($511.4M), UMB Bank, n.a. ($456.0M) and Vanguard Group Inc. ($409.3M). 7 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $40.6M |
| Exits | 24 | $19.8M |
Ownership 272 holders
| BlackRock Inc. | 0.01% | Reduce -1.6% | 5,879,248 | $511.4M |
| UMB Bank, n.a. | 7.22% | Reduce -1.2% | 5,241,631 | $456.0M |
| Vanguard Group Inc. | 0.01% | Add +9.2% | 4,705,385 | $409.3M |
| State Street Corp. | 0.01% | Reduce -7.9% | 2,734,555 | $239.0M |
| Victory Capital Management Inc. | 0.17% | Add +0.7% | 2,011,976 | $175.0M |
| Allspring Global Investments Holdings, LLC | 0.26% | Add +3.4% | 1,905,072 | $165.7M |
| Wellington Management Group LLP | 0.03% | Add +17.0% | 1,900,063 | $165.3M |
| American Century Companies Inc. | 0.09% | Add +4.8% | 1,641,434 | $142.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +3.0% | 1,589,895 | $138.3M |
| Geode Capital Management, LLC | 0.01% | Add +3.3% | 1,036,420 | $90.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.5% | 875,642 | $76.2M |
| Boston Trust Walden Corp | 0.43% | Reduce -0.1% | 688,222 | $59.9M |
| Ameriprise Financial Inc. | 0.02% | Add +2.9% | 668,652 | $58.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.6% | 551,059 | $47.9M |
| Northern Trust Corp. | 0.01% | Reduce -14.0% | 533,627 | $46.4M |
| Global Alpha Capital Management Ltd. | 3.40% | Reduce -20.6% | 525,959 | $45.8M |
| Norges Bank | 0.01% | Add +1.1% | 476,498 | $41.5M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -0.4% | 427,325 | $37.2M |
| Brown Advisory Inc. | 0.05% | Add +1.8% | 411,703 | $35.8M |
| Fisher Asset Management | 0.02% | Reduce -15.1% | 407,527 | $35.5M |
| ProShare Advisors LLC | 0.09% | Reduce -23.9% | 371,298 | $32.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.3% | 363,879 | $31.7M |
| Morgan Stanley | 0.00% | Reduce -15.5% | 327,692 | $28.5M |
| FMR LLC | 0.00% | Add +16.8% | 312,436 | $27.2M |
| Bank of America Corp. | 0.00% | Add +1.3% | 297,567 | $25.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.1% | 287,460 | $25.0M |
| GW&K Investment Management, LLC | 0.18% | Reduce -2.1% | 238,572 | $20.8M |
| JPMorgan Chase & Co. | 0.00% | Add +19.9% | 209,328 | $18.2M |
| Tributary Capital Management, LLC | 1.41% | Add +19.2% | 197,606 | $17.2M |
| AQR Capital Management | 0.03% | Add +5.1% | 196,803 | $17.0M |
| Principal Financial Group Inc. | 0.01% | Add +14.9% | 187,588 | $16.3M |
| Sei Investments Co. | 0.02% | Add +9.4% | 170,363 | $14.8M |
| Rhumbline Advisers | 0.01% | Add +1.2% | 161,929 | $14.1M |
| Third Avenue Management LLC | 2.07% | No change | 149,284 | $13.0M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -12.6% | 116,992 | $10.2M |
| Neumeier Poma Investment Counsel LLC | 0.89% | New | 111,510 | $9.7M |
| Barclays PLC | 0.00% | Reduce -20.9% | 110,855 | $9.6M |
| Millennium Management | 0.01% | Add +36.5% | 109,983 | $9.6M |
| Captrust Financial Advisors | 0.03% | Reduce -7.8% | 108,867 | $9.5M |
| Mutual of America Capital Management LLC | 0.10% | Add +8.4% | 107,703 | $9.4M |
| Gator Capital Management, LLC | 4.59% | No change | 102,950 | $9.0M |
| Congress Asset Management Co. | 0.06% | Reduce -4.3% | 102,765 | $8.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.9% | 95,395 | $8.3M |
| STRS Ohio | 0.03% | Add +12.3% | 93,800 | $8.2M |
| Legal & General Group Plc | 0.00% | Reduce -8.9% | 93,537 | $8.1M |
| California Public Employees Retirement System | 0.01% | Add +1.3% | 92,097 | $8.0M |
| Swiss National Bank | 0.01% | No change | 90,800 | $7.9M |
| Ceredex Value Advisors LLC | 0.14% | New | 89,800 | $7.8M |
| First Trust Advisors LP | 0.01% | Reduce -0.2% | 88,422 | $7.7M |
| Invesco Ltd. | 0.00% | Reduce -12.3% | 86,059 | $7.5M |
| Renaissance Technologies | 0.01% | Add +604.4% | 80,300 | $7.0M |
| American International Group, Inc. | 0.02% | Reduce -1.7% | 79,300 | $6.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.5% | 74,012 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.9% | 73,445 | $6.4M |
| Schonfeld Strategic Advisors LLC | 0.05% | New | 73,007 | $6.4M |
| Deutsche Bank AG | 0.00% | Reduce -16.6% | 71,195 | $6.2M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -0.3% | 71,147 | $6.2M |
| Voya Investment Management LLC | 0.01% | Reduce -7.4% | 69,657 | $6.1M |
| Voloridge Investment Management, LLC | 0.02% | Add +17.9% | 67,820 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +12.1% | 63,105 | $5.5M |
| Credit Suisse AG/ | 0.01% | Add +2.4% | 61,881 | $5.4M |
| Franklin Resources Inc. | 0.00% | Add +423.8% | 60,921 | $5.3M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -0.1% | 58,682 | $5.1M |
| Citigroup Inc. | 0.01% | Add +9.1% | 55,772 | $4.9M |
| Retirement Systems of Alabama | 0.02% | Add +0.3% | 54,848 | $4.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.3% | 53,700 | $4.7M |
| Algert Global LLC | 0.18% | Reduce -2.5% | 53,055 | $4.6M |
| NFJ Investment Group, LLC | 0.13% | Reduce -6.8% | 52,948 | $4.6M |
| UBS Group AG | 0.00% | Reduce -24.3% | 52,755 | $4.6M |
| Man Group plc | 0.01% | Reduce -38.6% | 52,737 | $4.6M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -29.9% | 49,720 | $4.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.2% | 48,230 | $4.2M |
| California State Teachers Retirement System | 0.01% | Reduce -5.4% | 45,916 | $4.0M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.1% | 45,391 | $3.9M |
| GHP Investment Advisors, Inc. | 0.19% | Add +0.6% | 44,309 | $3.9M |
| Boothbay Fund Management, LLC | 0.12% | New | 44,015 | $3.8M |
| State of Tennessee, Department of Treasury | 0.01% | Add +11.4% | 44,000 | $3.8M |
| Commerce Bank | 0.02% | Add +0.2% | 40,722 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +11.1% | 40,574 | $3.5M |
| Texas Permanent School Fund Corp. | 0.03% | Add +1.4% | 38,226 | $3.3M |
| Creative Planning | 0.00% | Add +0.6% | 37,204 | $3.2M |
| Financial Counselors Inc. | 0.05% | Reduce -0.8% | 36,489 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 35,381 | $3.1M |
| Elizabeth Park Capital Advisors, Ltd. | 2.46% | No change | 34,148 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 32,847 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -37.9% | 31,762 | $2.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.9% | 30,016 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 29,755 | $2.6M |
| EJF Capital LP | 1.69% | Reduce -19.2% | 27,923 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -39.3% | 27,737 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.1% | 26,748 | $2.3M |
| PMC FIG Opportunities LLC | 3.40% | New | 26,058 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +35.0% | 24,511 | $2.1M |
| First National Bank of Omaha | 0.14% | Reduce -1.4% | 20,631 | $2.1M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 23,300 | $2.0M |
| Amalgamated Bank | 0.02% | Reduce -8.9% | 22,921 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -92.4% | 21,971 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | No change | 22,629 | $1.9M |
| Meritage Portfolio Management | 0.12% | No change | 21,721 | $1.9M |
| Keeley-Teton Advisors, LLC | 0.22% | Add +12.9% | 20,900 | $1.8M |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.