Umb FinancialUMBF
13F holders, Q2 2024 (June 30)293holders +21
49new positions
29sold out
7famous investors
$83.44avg. 13F price*
At the end of Q2 2024, 293 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 21 from Q1 2024. 49 opened new positions and 29 sold out. The largest holders were BlackRock Inc. ($498.3M), UMB Bank, n.a. ($426.8M) and Vanguard Group Inc. ($374.9M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.1% of Millennium Management'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $143.7M |
| Exits | 29 | $30.2M |
All 13F filers, Q1 2024 → Q2 2024: 9,577,686 shares bought and 3,004,817 shares sold, net +6,572,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| BlackRock Inc. | 0.01% | Add +1.6% | 5,973,310 | $498.3M |
| UMB Bank, n.a. | 7.00% | Reduce -2.4% | 5,115,694 | $426.8M |
| Vanguard Group Inc. | 0.01% | Reduce -4.5% | 4,494,347 | $374.9M |
| State Street Corp. | 0.01% | Add +3.5% | 2,829,701 | $237.1M |
| Wellington Management Group LLP | 0.04% | Add +36.8% | 2,599,787 | $216.9M |
| Citadel Advisors | 0.18% | Add +9891.9% | 2,195,327 | $183.1M |
| Victory Capital Management Inc. | 0.17% | Reduce -0.6% | 1,999,475 | $166.8M |
| Allspring Global Investments Holdings, LLC | 0.27% | Add +2.6% | 1,954,762 | $163.1M |
| American Century Companies Inc. | 0.09% | Add +6.8% | 1,752,524 | $146.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +6.3% | 1,689,895 | $141.0M |
| Geode Capital Management, LLC | 0.01% | Add +5.5% | 1,093,160 | $91.2M |
| FMR LLC | 0.00% | Add +196.0% | 924,888 | $77.2M |
| ProShare Advisors LLC | 0.17% | Add +102.7% | 752,576 | $62.8M |
| Millennium Management | 0.05% | Add +567.1% | 733,734 | $61.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +62.9% | 592,849 | $49.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -34.2% | 576,200 | $48.1M |
| Northern Trust Corp. | 0.01% | Add +5.0% | 560,159 | $46.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.9% | 556,050 | $46.4M |
| Global Alpha Capital Management Ltd. | 3.30% | Add +3.2% | 542,759 | $45.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +21.1% | 517,622 | $43.2M |
| Bank of America Corp. | 0.00% | Add +49.5% | 444,731 | $37.1M |
| Azora Capital LP | 1.97% | New | 411,942 | $34.4M |
| Morgan Stanley | 0.00% | Add +20.5% | 394,917 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Add +73.7% | 363,572 | $30.3M |
| GW&K Investment Management, LLC | 0.25% | Add +40.0% | 334,083 | $27.9M |
| Boston Trust Walden Corp | 0.19% | Reduce -54.9% | 310,239 | $25.9M |
| AQR Capital Management | 0.04% | Add +52.1% | 299,270 | $24.6M |
| Voloridge Investment Management, LLC | 0.09% | Add +335.1% | 295,053 | $24.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.7% | 292,331 | $24.4M |
| Franklin Resources Inc. | 0.01% | Add +369.6% | 286,057 | $23.9M |
| Norges Bank | 0.00% | Reduce -43.2% | 270,802 | $22.6M |
| Fisher Asset Management | 0.01% | Reduce -34.3% | 267,571 | $22.3M |
| Two Sigma Investments, LP | 0.05% | Add +9442.6% | 265,665 | $22.2M |
| Basswood Capital Management, L.L.C. | 1.26% | New | 232,881 | $19.4M |
| UBS Group AG | 0.01% | Add +315.2% | 219,046 | $18.3M |
| Sei Investments Co. | 0.03% | Add +27.1% | 216,442 | $18.1M |
| Tributary Capital Management, LLC | 1.37% | Add +0.3% | 198,107 | $16.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -8.3% | 172,097 | $14.4M |
| Renaissance Technologies | 0.02% | Add +114.0% | 171,800 | $14.3M |
| Two Sigma Advisers, LP | 0.03% | New | 171,500 | $14.3M |
| Neumeier Poma Investment Counsel LLC | 1.26% | Add +47.8% | 164,855 | $13.8M |
| Rhumbline Advisers | 0.01% | Add +1.3% | 163,988 | $13.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 162,958 | $13.6M |
| Third Avenue Management LLC | 2.14% | No change | 149,284 | $12.5M |
| Ceredex Value Advisors LLC | 0.22% | Add +56.9% | 140,900 | $11.8M |
| BNP Paribas Financial Markets | 0.01% | Add +406.7% | 124,203 | $10.4M |
| Congress Asset Management Co. | 0.07% | Add +14.4% | 117,554 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -82.5% | 116,889 | $9.8M |
| Philadelphia Financial Management of San Francisco, LLC | 2.22% | New | 114,357 | $9.5M |
| Invesco Ltd. | 0.00% | Add +31.0% | 112,745 | $9.4M |
| Captrust Financial Advisors | 0.03% | Add +0.7% | 109,614 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +73.5% | 109,467 | $9.1M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -1.5% | 106,097 | $8.9M |
| First Trust Advisors LP | 0.01% | Add +15.0% | 101,670 | $8.5M |
| Gator Capital Management, LLC | 4.26% | Reduce -2.2% | 100,650 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 94,341 | $7.9M |
| STRS Ohio | 0.03% | Reduce -1.3% | 92,600 | $7.7M |
| D. E. Shaw & Co. | 0.01% | Add +188.0% | 91,485 | $7.6M |
| Swiss National Bank | 0.01% | Add +0.3% | 91,100 | $7.6M |
| Legal & General Group Plc | 0.00% | Reduce -5.3% | 88,603 | $7.4M |
| Peregrine Capital Management LLC | 0.21% | New | 87,600 | $7.3M |
| California Public Employees Retirement System | 0.01% | Reduce -5.9% | 86,699 | $7.2M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +17.4% | 83,532 | $7.0M |
| Rafferty Asset Management, LLC | 0.03% | Add +63.3% | 81,178 | $6.8M |
| Prudential Financial Inc. | 0.01% | Add +573.9% | 81,127 | $6.8M |
| Cubist Systematic Strategies, LLC | 0.12% | Add +958.2% | 80,594 | $6.7M |
| Corebridge Financial, Inc. | 0.04% | — | 79,285 | $6.6M |
| Brown Advisory Inc. | 0.01% | Reduce -81.7% | 75,469 | $6.3M |
| Maltese Capital Management LLC | 1.13% | New | 72,578 | $6.1M |
| Deutsche Bank AG | 0.00% | Reduce -2.7% | 69,244 | $5.8M |
| Man Group plc | 0.02% | Add +30.6% | 68,884 | $5.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -7.4% | 68,512 | $5.7M |
| Bank of Montreal | 0.00% | Add +1189.8% | 67,802 | $5.7M |
| Citigroup Inc. | 0.01% | Add +20.1% | 67,001 | $5.6M |
| Barclays PLC | 0.00% | Reduce -44.9% | 61,107 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.6% | 60,494 | $5.0M |
| Systematic Financial Management LP | 0.15% | New | 59,495 | $5.0M |
| Great Lakes Advisors, LLC | 0.04% | Add +0.4% | 58,892 | $4.9M |
| Voya Investment Management LLC | 0.01% | Reduce -15.8% | 58,684 | $4.9M |
| Algert Global LLC | 0.16% | Add +8.8% | 57,718 | $4.8M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -22.1% | 56,851 | $4.7M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.3% | 54,145 | $4.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.4% | 53,900 | $4.5M |
| Jane Street Group, LLC | 0.00% | Add +90.4% | 52,810 | $4.4M |
| NFJ Investment Group, LLC | 0.13% | Reduce -7.4% | 49,012 | $4.1M |
| MetLife Investment Management, LLC | 0.02% | Add +6.2% | 48,183 | $4.0M |
| Financial Counselors Inc. | 0.06% | Add +28.3% | 46,822 | $3.9M |
| Wedge Capital Management L L P | 0.07% | New | 45,644 | $3.8M |
| California State Teachers Retirement System | 0.00% | Reduce -1.4% | 45,278 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +10.8% | 44,954 | $3.8M |
| GHP Investment Advisors, Inc. | 0.18% | Reduce -0.5% | 44,105 | $3.7M |
| Commerce Bank | 0.02% | Add +2.1% | 41,566 | $3.5M |
| Federated Hermes, Inc. | 0.01% | Add +519.6% | 41,211 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +108.7% | 39,758 | $3.3M |
| Creative Planning | 0.00% | Add +6.6% | 39,657 | $3.3M |
| Interval Partners, LP | 0.10% | New | 39,394 | $3.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 39,000 | $3.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +10.4% | 36,279 | $3.0M |
| Hussman Strategic Advisors, Inc. | 0.72% | New | 31,500 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.4% | 31,357 | $2.6M |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.