Umb FinancialUMBF
13F holders, Q1 2025 (March 31)411holders +57
106new positions
51sold out
6famous investors
$101.09avg. 13F price*
At the end of Q1 2025, 411 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 57 from Q4 2024. 106 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($892.8M), Vanguard Group Inc. ($741.3M) and UMB Bank, n.a. ($444.6M). 6 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 106 | $313.7M |
| Exits | 51 | $90.3M |
All 13F filers, Q4 2024 → Q1 2025: 18,155,287 shares bought and 2,291,978 shares sold, net +15,863,309 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 411 holders
| BlackRock, Inc. | 0.02% | Add +45.9% | 8,831,198 | $892.8M |
| Vanguard Group Inc. | 0.01% | Add +54.0% | 7,332,764 | $741.3M |
| UMB Bank, n.a. | 7.33% | Reduce -0.3% | 4,397,386 | $444.6M |
| State Street Corp. | 0.02% | Add +27.3% | 3,982,776 | $404.1M |
| Dimensional Fund Advisors LP | 0.07% | Add +78.3% | 2,700,678 | $273.0M |
| Wellington Management Group LLP | 0.05% | Add +19.1% | 2,407,115 | $243.4M |
| American Century Companies Inc. | 0.13% | Add +7.7% | 2,054,007 | $207.7M |
| Citadel Advisors | 0.20% | Reduce -1.5% | 1,990,401 | $201.2M |
| Allspring Global Investments Holdings, LLC | 0.33% | Add +10.0% | 1,912,883 | $192.3M |
| Geode Capital Management, LLC | 0.01% | Add +55.2% | 1,726,933 | $174.6M |
| Earnest Partners LLC | 0.69% | New | 1,427,803 | $144.4M |
| Victory Capital Management Inc. | 0.13% | Reduce -14.6% | 1,236,487 | $125.0M |
| FMR LLC | 0.01% | Add +36.7% | 1,080,859 | $109.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -7.4% | 936,685 | $94.7M |
| Northern Trust Corp. | 0.01% | Add +43.9% | 916,964 | $92.7M |
| Principal Financial Group Inc. | 0.05% | Add +4.3% | 839,773 | $84.9M |
| Norges Bank | 0.01% | Add +490.1% | 827,935 | $83.7M |
| Bank of America Corp. | 0.01% | Add +90.8% | 820,302 | $82.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +44.3% | 813,757 | $82.3M |
| Neuberger Berman Group LLC | 0.07% | Add +73.4% | 780,468 | $78.9M |
| Freestone Grove Partners LP | 0.78% | Add +75.4% | 749,507 | $75.8M |
| GW&K Investment Management, LLC | 0.60% | Reduce -1.5% | 640,443 | $64.7M |
| Bank of New York Mellon Corp | 0.01% | Add +21.1% | 546,483 | $55.2M |
| Global Alpha Capital Management Ltd. | 3.76% | Add +21.1% | 511,137 | $51.7M |
| Nuveen, LLC | 0.02% | — | 507,655 | $51.3M |
| Morgan Stanley | 0.00% | Add +32.6% | 494,799 | $50.0M |
| Millennium Management | 0.05% | Reduce -37.5% | 485,749 | $49.1M |
| Captrust Financial Advisors | 0.12% | Add +1.4% | 467,645 | $47.3M |
| Zurich Insurance Group Ltd | 0.38% | Add +11.1% | 464,699 | $47.0M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +50.4% | 453,900 | $45.9M |
| UBS Group AG | 0.01% | Add +60.1% | 441,935 | $44.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -10.9% | 412,896 | $41.7M |
| Invesco Ltd. | 0.01% | Add +28.9% | 399,590 | $40.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.4% | 389,162 | $39.3M |
| Schroder Investment Management Group | 0.04% | New | 378,614 | $37.9M |
| Sei Investments Co. | 0.05% | Add +46.5% | 370,808 | $37.5M |
| Systematic Financial Management LP | 0.97% | Add +3.1% | 335,410 | $33.9M |
| Franklin Resources Inc. | 0.01% | Add +2.8% | 317,105 | $32.1M |
| Neumeier Poma Investment Counsel LLC | 3.39% | Reduce -0.3% | 312,199 | $31.6M |
| Fisher Asset Management | 0.01% | Add +0.3% | 291,220 | $29.4M |
| First Trust Advisors LP | 0.03% | Add +122.4% | 281,586 | $28.5M |
| ProShare Advisors LLC | 0.06% | Reduce -18.4% | 268,412 | $27.1M |
| Renaissance Technologies | 0.04% | Add +396.5% | 268,086 | $27.1M |
| Boston Trust Walden Corp | 0.19% | Reduce -1.9% | 262,931 | $26.6M |
| Barclays PLC | 0.01% | Add +53.2% | 245,079 | $24.8M |
| Deutsche Bank AG | 0.01% | Add +174.9% | 242,782 | $24.5M |
| Holocene Advisors, LP | 0.07% | Add +22.2% | 232,393 | $23.5M |
| Rhumbline Advisers | 0.02% | Add +45.1% | 228,812 | $23.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +42.4% | 220,939 | $22.3M |
| AQR Capital Management | 0.02% | Reduce -45.2% | 216,097 | $21.5M |
| Stieven Capital Advisors, L.P. | 4.08% | New | 208,589 | $21.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +65.3% | 207,881 | $21.0M |
| Alliancebernstein L.P. | 0.01% | Add +118.1% | 202,075 | $20.4M |
| New York State Common Retirement Fund | 0.03% | Add +1302.5% | 194,586 | $19.7M |
| Tributary Capital Management, LLC | 1.71% | Reduce -3.2% | 193,292 | $19.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +70.9% | 188,043 | $19.0M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 7.76% | New | 170,440 | $17.2M |
| Raymond James Financial Inc. | 0.01% | Add +66.4% | 167,395 | $16.9M |
| Wells Fargo & Company | 0.00% | Add +195.3% | 153,336 | $15.5M |
| Federated Hermes, Inc. | 0.03% | Add +28.4% | 152,200 | $15.4M |
| Balyasny Asset Management L.P. | 0.04% | New | 147,475 | $14.9M |
| Swiss National Bank | 0.01% | Add +54.0% | 140,320 | $14.2M |
| Legal & General Group Plc | 0.00% | Add +47.6% | 138,359 | $14.0M |
| Point72 Asset Management | 0.04% | Reduce -22.4% | 137,155 | $13.9M |
| Ceredex Value Advisors LLC | 0.29% | Add +1.3% | 130,450 | $13.2M |
| Emerald Advisers, LLC | 0.57% | Reduce -16.9% | 125,468 | $12.7M |
| Two Sigma Investments, LP | 0.03% | Reduce -30.7% | 125,289 | $12.7M |
| Congress Asset Management Co. | 0.09% | Reduce -1.2% | 124,114 | $12.5M |
| Susquehanna International Group, LLP | 0.02% | Add +364.8% | 122,429 | $12.4M |
| Basswood Capital Management, L.L.C. | 0.69% | No change | 121,787 | $12.3M |
| Mutual of America Capital Management LLC | 0.13% | Add +11.3% | 113,485 | $11.5M |
| Ameriprise Financial Inc. | 0.00% | Add +17.6% | 112,369 | $11.4M |
| Corebridge Financial, Inc. | 0.06% | Add +49.7% | 108,116 | $10.9M |
| STRS Ohio | 0.05% | Add +9.6% | 107,300 | $10.8M |
| Citigroup Inc. | 0.01% | Add +12.5% | 105,889 | $10.7M |
| Third Avenue Management LLC | 2.08% | No change | 102,796 | $10.4M |
| Gator Capital Management, LLC | 3.89% | No change | 100,475 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +461.5% | 100,140 | $10.1M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -34.6% | 97,196 | $9.8M |
| California Public Employees Retirement System | 0.01% | Add +16.1% | 96,964 | $9.8M |
| Edgestream Partners, L.P. | 0.33% | Add +405.4% | 96,518 | $9.8M |
| Maltese Capital Management LLC | 1.58% | Add +27.0% | 95,000 | $9.6M |
| Rafferty Asset Management, LLC | 0.04% | Add +19.0% | 87,758 | $8.9M |
| Emerald Mutual Fund Advisers Trust | 0.63% | Reduce -15.5% | 85,212 | $8.6M |
| Retirement Systems of Alabama | 0.03% | Add +53.4% | 82,833 | $8.4M |
| Susquehanna Fundamental Investments, LLC | 0.14% | Add +2185.8% | 80,621 | $8.2M |
| Verition Fund Management LLC | 0.05% | Add +142.2% | 78,645 | $8.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +52.8% | 78,337 | $7.9M |
| MetLife Investment Management, LLC | 0.04% | Add +48.5% | 76,194 | $7.7M |
| Creative Planning | 0.01% | Add +41.1% | 71,077 | $7.2M |
| Boothbay Fund Management, LLC | 0.25% | New | 68,131 | $6.9M |
| California State Teachers Retirement System | 0.01% | Add +56.6% | 67,615 | $6.8M |
| AXA S.A. | 0.02% | Add +13.2% | 66,773 | $6.8M |
| Two Sigma Advisers, LP | 0.01% | Reduce -34.5% | 65,365 | $6.6M |
| Voya Investment Management LLC | 0.01% | Add +40.7% | 64,510 | $6.5M |
| BNP Paribas Financial Markets | 0.00% | Add +59.2% | 61,248 | $6.2M |
| New York State Teachers Retirement System | 0.01% | Add +2.8% | 60,376 | $6.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +41.5% | 60,344 | $6.1M |
| Peregrine Capital Management LLC | 0.20% | Reduce -5.2% | 59,790 | $6.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 57,773 | $5.8M |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.