Umb FinancialUMBF
13F holders, Q2 2025 (June 30)409holders −2
44new positions
47sold out
7famous investors
$105.28avg. 13F price*
At the end of Q2 2025, 409 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, down 2 from Q1 2025. 44 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($955.3M), Vanguard Group Inc. ($826.9M) and UMB Bank, n.a. ($457.8M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $67.6M |
| Exits | 47 | $172.8M |
All 13F filers, Q1 2025 → Q2 2025: 6,607,670 shares bought and 4,955,365 shares sold, net +1,652,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 409 holders
| BlackRock, Inc. | 0.02% | Add +2.9% | 9,083,778 | $955.3M |
| Vanguard Group Inc. | 0.01% | Add +7.2% | 7,863,404 | $826.9M |
| UMB Bank, n.a. | 7.13% | Reduce -1.0% | 4,353,205 | $457.8M |
| State Street Corp. | 0.02% | Add +7.9% | 4,296,190 | $453.5M |
| Dimensional Fund Advisors LP | 0.07% | Add +1.4% | 2,738,376 | $288.0M |
| Wellington Management Group LLP | 0.04% | Reduce -2.5% | 2,347,273 | $246.8M |
| FMR LLC | 0.01% | Add +105.4% | 2,219,893 | $233.4M |
| Allspring Global Investments Holdings, LLC | 0.36% | Add +3.3% | 1,976,030 | $213.7M |
| American Century Companies Inc. | 0.11% | Reduce -3.4% | 1,985,065 | $208.7M |
| Geode Capital Management, LLC | 0.01% | Add +6.9% | 1,846,252 | $194.2M |
| Alliancebernstein L.P. | 0.05% | Add +636.7% | 1,488,618 | $156.5M |
| Earnest Partners LLC | 0.68% | Add +0.1% | 1,428,756 | $150.2M |
| Neuberger Berman Group LLC | 0.11% | Add +77.0% | 1,381,138 | $145.2M |
| Victory Capital Management Inc. | 0.09% | Add +0.9% | 1,247,210 | $131.2M |
| Citadel Advisors | 0.10% | Reduce -44.3% | 1,109,063 | $116.6M |
| Northern Trust Corp. | 0.01% | Add +1.8% | 932,994 | $98.1M |
| Norges Bank | 0.01% | Add +7.8% | 892,248 | $93.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.1% | 879,278 | $92.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.0% | 805,459 | $84.7M |
| Principal Financial Group Inc. | 0.04% | Reduce -7.5% | 776,882 | $81.7M |
| Bank of America Corp. | 0.01% | Reduce -7.8% | 755,992 | $79.5M |
| Global Alpha Capital Management Ltd. | 4.23% | Add +26.1% | 644,644 | $67.8M |
| GW&K Investment Management, LLC | 0.58% | Reduce -3.3% | 619,232 | $65.1M |
| Nuveen, LLC | 0.02% | Add +21.7% | 617,930 | $65.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.4% | 575,782 | $60.5M |
| Morgan Stanley | 0.00% | Add +11.9% | 553,808 | $58.2M |
| Invesco Ltd. | 0.01% | Add +21.9% | 487,242 | $51.2M |
| Captrust Financial Advisors | 0.11% | Reduce -0.4% | 465,908 | $49.0M |
| First Trust Advisors LP | 0.03% | Add +43.0% | 402,629 | $42.3M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Reduce -11.9% | 400,000 | $42.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -5.4% | 390,650 | $41.1M |
| Schroder Investment Management Group | 0.03% | Reduce -0.8% | 375,781 | $39.8M |
| Clearbridge Investments, LLC | 0.03% | New | 370,936 | $39.0M |
| ProShare Advisors LLC | 0.08% | Add +34.5% | 361,068 | $38.0M |
| Systematic Financial Management LP | 0.97% | Add +3.5% | 347,009 | $36.5M |
| UBS Group AG | 0.01% | Reduce -23.8% | 336,915 | $35.4M |
| Franklin Resources Inc. | 0.01% | Add +6.0% | 336,068 | $35.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.0% | 315,379 | $33.2M |
| Neumeier Poma Investment Counsel LLC | 3.00% | Reduce -1.7% | 306,764 | $32.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +42.5% | 296,267 | $31.2M |
| Fisher Asset Management | 0.01% | Reduce -3.1% | 282,261 | $29.7M |
| Boston Trust Walden Corp | 0.19% | Reduce -2.1% | 257,463 | $27.1M |
| Renaissance Technologies | 0.04% | Reduce -4.5% | 256,070 | $26.9M |
| Rhumbline Advisers | 0.02% | Add +6.3% | 243,342 | $25.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.3% | 234,743 | $24.7M |
| Stieven Capital Advisors, L.P. | 4.65% | Add +8.7% | 226,789 | $23.8M |
| Sei Investments Co. | 0.03% | Reduce -38.9% | 226,720 | $23.8M |
| Raymond James Financial Inc. | 0.01% | Add +27.8% | 213,890 | $22.5M |
| Emerald Advisers, LLC | 0.82% | Add +69.8% | 213,081 | $22.4M |
| New York State Common Retirement Fund | 0.03% | Add +0.2% | 194,984 | $20.5M |
| AQR Capital Management | 0.02% | Reduce -14.8% | 184,152 | $19.4M |
| Barclays PLC | 0.01% | Reduce -25.4% | 182,769 | $19.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.3% | 178,132 | $18.7M |
| ExodusPoint Capital Management, LP | 0.23% | Add +512.6% | 178,002 | $18.7M |
| Wells Fargo & Company | 0.00% | Add +13.7% | 174,309 | $18.3M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 7.31% | No change | 170,440 | $17.9M |
| Deutsche Bank AG | 0.01% | Reduce -33.0% | 162,571 | $17.1M |
| Ceredex Value Advisors LLC | 0.34% | Add +16.5% | 152,000 | $16.0M |
| Tributary Capital Management, LLC | 1.42% | Reduce -21.4% | 151,830 | $16.0M |
| Millennium Management | 0.01% | Reduce -69.2% | 149,704 | $15.7M |
| Federated Hermes, Inc. | 0.03% | Reduce -1.8% | 149,526 | $15.7M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 139,594 | $14.7M |
| Swiss National Bank | 0.01% | Reduce -1.1% | 138,720 | $14.6M |
| Susquehanna International Group, LLP | 0.02% | Reduce -0.2% | 122,198 | $12.9M |
| Two Sigma Investments, LP | 0.02% | Reduce -2.8% | 121,846 | $12.8M |
| Basswood Capital Management, L.L.C. | 0.64% | No change | 121,787 | $12.8M |
| Emerald Mutual Fund Advisers Trust | 0.78% | Add +42.8% | 121,672 | $12.8M |
| California Public Employees Retirement System | 0.01% | Add +25.4% | 121,620 | $12.8M |
| Congress Asset Management Co. | 0.09% | Reduce -2.2% | 121,366 | $12.8M |
| Point72 Asset Management | 0.03% | Reduce -11.7% | 121,112 | $12.7M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -2.0% | 111,227 | $11.7M |
| STRS Ohio | 0.04% | Add +0.8% | 108,100 | $11.4M |
| Third Avenue Management LLC | 2.23% | Reduce -0.0% | 102,763 | $10.8M |
| Gator Capital Management, LLC | 3.32% | Add +0.7% | 101,175 | $10.6M |
| Maltese Capital Management LLC | 1.42% | Add +0.4% | 95,400 | $10.0M |
| Citigroup Inc. | 0.01% | Reduce -16.0% | 88,929 | $9.4M |
| Retirement Systems of Alabama | 0.03% | Add +5.3% | 87,224 | $9.2M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -2.5% | 85,525 | $9.0M |
| MetLife Investment Management, LLC | 0.05% | Add +5.7% | 80,555 | $8.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +0.9% | 79,080 | $8.3M |
| Verition Fund Management LLC | 0.05% | Reduce -4.8% | 74,891 | $7.9M |
| Creative Planning | 0.01% | Add +1.1% | 71,860 | $7.6M |
| Susquehanna Fundamental Investments, LLC | 0.20% | Reduce -12.0% | 70,936 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.3% | 69,380 | $7.3M |
| California State Teachers Retirement System | 0.01% | Add +0.4% | 67,877 | $7.1M |
| Boothbay Fund Management, LLC | 0.21% | Reduce -6.7% | 63,563 | $6.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -36.6% | 63,493 | $6.7M |
| Prudential Financial Inc. | 0.01% | Add +283.0% | 60,761 | $6.4M |
| New York State Teachers Retirement System | 0.01% | No change | 60,376 | $6.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +3.4% | 59,709 | $6.3M |
| Brant Point Investment Management LLC | 1.41% | Add +32.8% | 59,054 | $6.2M |
| Wedge Capital Management L L P | 0.11% | Add +8.7% | 57,273 | $6.0M |
| Brown Advisory Inc. | 0.01% | Reduce -1.0% | 56,202 | $5.9M |
| MIdWestOne Financial Group, Inc. | 0.77% | No change | 56,121 | $5.9M |
| Allianz Asset Management GmbH | 0.01% | New | 53,938 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +25.9% | 53,907 | $5.7M |
| King Luther Capital Management Corp. | 0.02% | Reduce -2.0% | 52,534 | $5.5M |
| Peregrine Capital Management LLC | 0.16% | Reduce -14.0% | 51,419 | $5.4M |
| Midwest Trust Co | 0.07% | — | 51,206 | $5.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -22.8% | 50,465 | $5.3M |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.