Umb FinancialUMBF
13F holders, Q3 2024 (September 30)324holders +31
61new positions
27sold out
7famous investors
$105.14avg. 13F price*
At the end of Q3 2024, 324 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 31 from Q2 2024. 61 opened new positions and 27 sold out. The largest holders were BlackRock, Inc. ($622.7M), Vanguard Group Inc. ($495.5M) and UMB Bank, n.a. ($494.0M). 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 (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $138.8M |
| Exits | 27 | $25.3M |
All 13F filers, Q2 2024 → Q3 2024: 4,812,582 shares bought and 3,862,840 shares sold, net +949,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 324 holders
| BlackRock, Inc. | 0.01% | — | 5,924,488 | $622.7M |
| Vanguard Group Inc. | 0.01% | Add +4.9% | 4,713,974 | $495.5M |
| UMB Bank, n.a. | 7.69% | Reduce -8.1% | 4,699,561 | $494.0M |
| State Street Corp. | 0.01% | Reduce -0.2% | 2,824,651 | $298.0M |
| Citadel Advisors | 0.24% | Reduce -1.6% | 2,160,505 | $227.1M |
| American Century Companies Inc. | 0.12% | Add +11.2% | 1,948,027 | $204.8M |
| Wellington Management Group LLP | 0.04% | Reduce -26.2% | 1,919,181 | $201.7M |
| Allspring Global Investments Holdings, LLC | 0.31% | Reduce -3.6% | 1,883,750 | $198.0M |
| Victory Capital Management Inc. | 0.17% | Reduce -18.6% | 1,627,567 | $171.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.7% | 1,594,423 | $167.6M |
| Geode Capital Management, LLC | 0.01% | Add +1.9% | 1,114,251 | $117.1M |
| FMR LLC | 0.01% | Add +2.7% | 949,687 | $99.8M |
| Principal Financial Group Inc. | 0.05% | Add +403.7% | 866,848 | $91.1M |
| Millennium Management | 0.08% | Add +15.8% | 849,369 | $89.3M |
| GW&K Investment Management, LLC | 0.59% | Add +95.6% | 653,498 | $68.7M |
| Bank of America Corp. | 0.01% | Add +34.1% | 596,313 | $62.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.3% | 580,174 | $61.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.2% | 580,030 | $61.0M |
| Global Alpha Capital Management Ltd. | 3.77% | Add +1.7% | 552,159 | $58.0M |
| Northern Trust Corp. | 0.01% | Reduce -2.1% | 548,367 | $57.6M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -2.8% | 503,386 | $52.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.0% | 483,966 | $50.9M |
| Zurich Insurance Group Ltd | 0.41% | New | 461,714 | $48.5M |
| Azora Capital LP | 2.28% | Reduce -2.7% | 400,978 | $42.1M |
| Captrust Financial Advisors | 0.12% | Add +258.0% | 392,397 | $41.2M |
| Morgan Stanley | 0.00% | Reduce -7.7% | 364,492 | $38.3M |
| Nuveen Asset Management, LLC | 0.01% | Add +23.2% | 360,106 | $37.9M |
| AQR Capital Management | 0.05% | Add +20.2% | 359,693 | $37.4M |
| ProShare Advisors LLC | 0.09% | Reduce -54.5% | 342,218 | $36.0M |
| Systematic Financial Management LP | 0.86% | Add +438.8% | 320,550 | $33.7M |
| Neumeier Poma Investment Counsel LLC | 3.20% | Add +94.0% | 319,740 | $33.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 317,180 | $33.3M |
| Franklin Resources Inc. | 0.01% | Reduce -1.3% | 282,358 | $30.9M |
| Boston Trust Walden Corp | 0.20% | Reduce -12.1% | 272,562 | $28.6M |
| Fisher Asset Management | 0.01% | Reduce -2.5% | 260,810 | $27.4M |
| UBS Group AG | 0.01% | Add +16.5% | 255,283 | $26.8M |
| Sei Investments Co. | 0.03% | Add +11.3% | 240,963 | $25.3M |
| Invesco Ltd. | 0.00% | Add +109.3% | 235,942 | $24.8M |
| Barclays PLC | 0.01% | Add +278.8% | 231,482 | $24.3M |
| Two Sigma Investments, LP | 0.06% | Reduce -14.3% | 227,594 | $23.9M |
| Tributary Capital Management, LLC | 1.61% | Reduce -0.4% | 197,302 | $20.7M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -36.9% | 186,311 | $19.6M |
| Holocene Advisors, LP | 0.08% | New | 179,219 | $18.8M |
| Rhumbline Advisers | 0.01% | Reduce -4.2% | 157,132 | $16.5M |
| Ceredex Value Advisors LLC | 0.29% | Reduce -0.5% | 140,200 | $14.8M |
| Kodai Capital Management LP | 0.30% | New | 137,873 | $14.5M |
| Two Sigma Advisers, LP | 0.03% | Reduce -22.6% | 132,700 | $13.9M |
| First Trust Advisors LP | 0.01% | Add +25.4% | 127,484 | $13.4M |
| Renaissance Technologies | 0.02% | Reduce -27.6% | 124,400 | $13.1M |
| Emerald Advisers, LLC | 0.50% | New | 122,415 | $12.9M |
| Basswood Capital Management, L.L.C. | 0.66% | Reduce -47.7% | 121,787 | $12.8M |
| Maltese Capital Management LLC | 2.02% | Add +61.8% | 117,400 | $12.3M |
| Congress Asset Management Co. | 0.08% | Reduce -1.1% | 116,255 | $12.2M |
| Norges Bank | 0.00% | Reduce -57.2% | 115,820 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.6% | 113,787 | $12.0M |
| Third Avenue Management LLC | 1.91% | Reduce -25.7% | 110,896 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +82.5% | 110,397 | $11.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.8% | 106,372 | $11.2M |
| STRS Ohio | 0.04% | Add +12.5% | 104,200 | $11.0M |
| Mutual of America Capital Management LLC | 0.11% | Reduce -3.1% | 102,795 | $10.8M |
| Gator Capital Management, LLC | 4.68% | No change | 100,650 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 93,243 | $9.8M |
| Emerald Mutual Fund Advisers Trust | 0.51% | New | 92,994 | $9.8M |
| Prudential Financial Inc. | 0.01% | Add +14.3% | 92,732 | $9.7M |
| Legal & General Group Plc | 0.00% | Add +2.5% | 90,798 | $9.5M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 90,400 | $9.5M |
| California Public Employees Retirement System | 0.01% | Add +2.8% | 89,100 | $9.4M |
| Interval Partners, LP | 0.27% | Add +124.9% | 88,589 | $9.3M |
| Citigroup Inc. | 0.01% | Add +28.5% | 86,109 | $9.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +168.7% | 84,245 | $8.9M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -1.4% | 82,337 | $8.7M |
| Rafferty Asset Management, LLC | 0.03% | Add +0.9% | 81,917 | $8.6M |
| Corebridge Financial, Inc. | 0.04% | Reduce -4.0% | 76,112 | $8.0M |
| Deutsche Bank AG | 0.00% | Add +9.6% | 75,897 | $8.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -53.5% | 75,800 | $8.0M |
| Brown Advisory Inc. | 0.01% | Reduce -2.0% | 73,964 | $7.8M |
| Peregrine Capital Management LLC | 0.23% | Reduce -17.5% | 72,276 | $7.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -29.2% | 64,808 | $6.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -12.8% | 59,712 | $6.3M |
| AXA S.A. | 0.02% | Add +203.2% | 59,009 | $6.2M |
| Federated Hermes, Inc. | 0.01% | Add +38.5% | 57,059 | $6.0M |
| Retirement Systems of Alabama | 0.02% | Reduce -0.5% | 53,886 | $5.7M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -9.8% | 53,116 | $5.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.7% | 52,462 | $5.5M |
| Brant Point Investment Management LLC | 1.20% | New | 50,000 | $5.3M |
| Voya Investment Management LLC | 0.01% | Reduce -17.0% | 48,699 | $5.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -1.7% | 47,381 | $5.0M |
| King Luther Capital Management Corp. | 0.02% | Add +229.6% | 47,116 | $5.0M |
| Financial Counselors Inc. | 0.07% | Reduce -0.8% | 46,422 | $4.9M |
| NFJ Investment Group, LLC | 0.14% | Reduce -6.3% | 45,930 | $4.8M |
| Wedge Capital Management L L P | 0.08% | Reduce -1.7% | 44,877 | $4.7M |
| GHP Investment Advisors, Inc. | 0.22% | Add +1.4% | 44,716 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 44,611 | $4.7M |
| California State Teachers Retirement System | 0.01% | Reduce -3.5% | 43,692 | $4.6M |
| Commerce Bank | 0.03% | Add +0.3% | 41,708 | $4.4M |
| Squarepoint Ops LLC | 0.01% | Add +33.9% | 41,604 | $4.4M |
| Cubist Systematic Strategies, LLC | 0.06% | Reduce -50.0% | 40,298 | $4.2M |
| Raymond James & Associates | 0.00% | Add +210.3% | 38,637 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +4.3% | 37,858 | $4.0M |
| Jane Street Group, LLC | 0.01% | Reduce -31.9% | 35,964 | $3.8M |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.