Umb FinancialUMBF
13F holders, Q4 2024 (December 31)354holders +30
41new positions
23sold out
7famous investors
$112.84avg. 13F price*
At the end of Q4 2024, 354 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 30 from Q3 2024. 41 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($682.9M), Vanguard Group Inc. ($537.5M) and UMB Bank, n.a. ($497.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $40.2M |
| Exits | 23 | $29.8M |
All 13F filers, Q3 2024 → Q4 2024: 3,446,926 shares bought and 2,842,654 shares sold, net +604,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 354 holders
| BlackRock, Inc. | 0.01% | Add +2.1% | 6,051,207 | $682.9M |
| Vanguard Group Inc. | 0.01% | Add +1.0% | 4,762,481 | $537.5M |
| UMB Bank, n.a. | 7.87% | Reduce -6.2% | 4,408,782 | $497.6M |
| State Street Corp. | 0.01% | Add +10.8% | 3,129,526 | $354.5M |
| Citadel Advisors | 0.21% | Reduce -6.4% | 2,021,581 | $228.2M |
| Wellington Management Group LLP | 0.04% | Add +5.3% | 2,021,285 | $228.1M |
| American Century Companies Inc. | 0.12% | Reduce -2.1% | 1,907,422 | $215.3M |
| Allspring Global Investments Holdings, LLC | 0.31% | Reduce -7.7% | 1,738,795 | $194.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.0% | 1,515,007 | $171.0M |
| Victory Capital Management Inc. | 0.16% | Reduce -11.0% | 1,448,194 | $163.4M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.2% | 1,112,460 | $125.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +74.4% | 1,011,474 | $114.2M |
| Principal Financial Group Inc. | 0.05% | Reduce -7.1% | 805,190 | $90.9M |
| FMR LLC | 0.01% | Reduce -16.8% | 790,526 | $89.2M |
| Millennium Management | 0.08% | Reduce -8.5% | 777,308 | $87.7M |
| GW&K Investment Management, LLC | 0.62% | Reduce -0.5% | 650,172 | $73.4M |
| Northern Trust Corp. | 0.01% | Add +16.2% | 637,072 | $71.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.8% | 563,762 | $63.6M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -7.9% | 463,546 | $52.3M |
| Captrust Financial Advisors | 0.15% | Add +17.5% | 461,031 | $52.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.8% | 451,144 | $50.9M |
| Neuberger Berman Group LLC | 0.04% | Add +12636.7% | 449,987 | $50.8M |
| Bank of America Corp. | 0.00% | Reduce -27.9% | 429,919 | $48.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +18.7% | 427,586 | $48.3M |
| Freestone Grove Partners LP | 0.59% | — | 427,390 | $48.2M |
| Global Alpha Capital Management Ltd. | 3.46% | Reduce -23.6% | 422,023 | $47.6M |
| Zurich Insurance Group Ltd | 0.38% | Reduce -9.4% | 418,228 | $47.2M |
| JPMorgan Chase & Co. | 0.00% | Add +31.0% | 415,607 | $46.9M |
| AQR Capital Management | 0.06% | Add +9.7% | 394,599 | $44.5M |
| Morgan Stanley | 0.00% | Add +2.4% | 373,132 | $42.1M |
| ProShare Advisors LLC | 0.08% | Reduce -3.9% | 328,869 | $37.1M |
| Systematic Financial Management LP | 0.93% | Add +1.5% | 325,242 | $36.7M |
| Neumeier Poma Investment Counsel LLC | 3.43% | Reduce -2.1% | 313,124 | $35.3M |
| Invesco Ltd. | 0.01% | Add +31.4% | 309,980 | $35.0M |
| Franklin Resources Inc. | 0.01% | Add +9.3% | 308,544 | $34.8M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +298.0% | 301,708 | $34.1M |
| Fisher Asset Management | 0.01% | Add +11.3% | 290,326 | $32.8M |
| UBS Group AG | 0.01% | Add +8.1% | 276,012 | $31.2M |
| Boston Trust Walden Corp | 0.21% | Reduce -1.7% | 267,950 | $30.2M |
| Sei Investments Co. | 0.04% | Add +5.1% | 253,169 | $28.6M |
| Tributary Capital Management, LLC | 1.74% | Add +1.2% | 199,649 | $22.5M |
| Holocene Advisors, LP | 0.07% | Add +6.1% | 190,150 | $21.5M |
| Two Sigma Investments, LP | 0.05% | Reduce -20.6% | 180,832 | $20.4M |
| Azora Capital LP | 0.91% | Reduce -55.2% | 179,645 | $20.3M |
| Point72 Asset Management | 0.06% | Add +22173.3% | 176,627 | $19.9M |
| Barclays PLC | 0.01% | Reduce -30.9% | 160,008 | $18.1M |
| Rhumbline Advisers | 0.02% | Add +0.3% | 157,642 | $17.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +84.2% | 155,133 | $17.5M |
| Emerald Advisers, LLC | 0.66% | Add +23.4% | 151,007 | $17.0M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -20.2% | 148,632 | $16.8M |
| Norges Bank | 0.00% | Add +21.1% | 140,309 | $15.8M |
| Ceredex Value Advisors LLC | 0.29% | Reduce -8.2% | 128,750 | $14.5M |
| First Trust Advisors LP | 0.01% | Reduce -0.7% | 126,631 | $14.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.3% | 125,798 | $14.2M |
| Congress Asset Management Co. | 0.10% | Add +8.0% | 125,604 | $14.2M |
| Basswood Capital Management, L.L.C. | 0.80% | No change | 121,787 | $13.7M |
| Federated Hermes, Inc. | 0.03% | Add +107.7% | 118,527 | $13.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 110,045 | $12.4M |
| Third Avenue Management LLC | 2.24% | Reduce -7.3% | 102,796 | $11.6M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -0.9% | 101,916 | $11.5M |
| Emerald Mutual Fund Advisers Trust | 0.69% | Add +8.5% | 100,863 | $11.4M |
| Raymond James Financial Inc. | 0.00% | — | 100,625 | $11.4M |
| Gator Capital Management, LLC | 4.28% | Reduce -0.2% | 100,475 | $11.3M |
| Two Sigma Advisers, LP | 0.03% | Reduce -24.8% | 99,800 | $11.3M |
| STRS Ohio | 0.04% | Reduce -6.0% | 97,900 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -16.0% | 95,534 | $10.8M |
| Citigroup Inc. | 0.01% | Add +9.3% | 94,097 | $10.6M |
| Legal & General Group Plc | 0.00% | Add +3.2% | 93,727 | $10.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 92,641 | $10.5M |
| Swiss National Bank | 0.01% | Add +0.8% | 91,100 | $10.3M |
| Deutsche Bank AG | 0.00% | Add +16.4% | 88,320 | $10.0M |
| Weiss Asset Management LP | 0.30% | New | 85,282 | $9.6M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +1.6% | 83,636 | $9.4M |
| California Public Employees Retirement System | 0.01% | Reduce -6.3% | 83,521 | $9.4M |
| Cubist Systematic Strategies, LLC | 0.15% | Add +103.6% | 82,060 | $9.3M |
| Maltese Capital Management LLC | 1.30% | Reduce -36.3% | 74,800 | $8.4M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -9.9% | 73,769 | $8.3M |
| Corebridge Financial, Inc. | 0.04% | Reduce -5.1% | 72,241 | $8.2M |
| Peregrine Capital Management LLC | 0.21% | Reduce -12.8% | 63,054 | $7.1M |
| Brown Advisory Inc. | 0.01% | Reduce -17.7% | 60,842 | $6.9M |
| Quantessence Capital LLC | 2.80% | — | 60,475 | $6.8M |
| AXA S.A. | 0.02% | No change | 59,009 | $6.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.7% | 58,712 | $6.6M |
| Wedge Capital Management L L P | 0.12% | Add +28.8% | 57,820 | $6.5M |
| Hancock Whitney Corp. | 0.19% | Add +578.2% | 54,408 | $6.1M |
| Renaissance Technologies | 0.01% | Reduce -56.6% | 54,000 | $6.1M |
| Retirement Systems of Alabama | 0.02% | Add +0.2% | 53,995 | $6.1M |
| King Luther Capital Management Corp. | 0.03% | Add +13.6% | 53,535 | $6.0M |
| Brant Point Investment Management LLC | 1.42% | Add +6.0% | 53,000 | $6.0M |
| Wells Fargo & Company | 0.00% | Add +16.4% | 51,929 | $5.9M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -3.0% | 51,514 | $5.8M |
| MetLife Investment Management, LLC | 0.03% | Add +8.3% | 51,299 | $5.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.3% | 51,271 | $5.8M |
| HBK Investments L P | 0.13% | Add +44.6% | 51,074 | $5.8M |
| Creative Planning | 0.01% | Add +60.8% | 50,357 | $5.7M |
| Interval Partners, LP | 0.14% | Reduce -45.6% | 48,185 | $5.4M |
| Financial Counselors Inc. | 0.08% | Reduce -0.1% | 46,357 | $5.2M |
| Voya Investment Management LLC | 0.01% | Reduce -5.9% | 45,840 | $5.2M |
| NFJ Investment Group, LLC | 0.16% | Reduce -1.2% | 45,373 | $5.1M |
| GHP Investment Advisors, Inc. | 0.23% | Reduce -0.5% | 44,490 | $5.0M |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.