Umb FinancialUMBF
13F holders, Q3 2025 (September 30)405holders −4
49new positions
48sold out
7famous investors
$118.38avg. 13F price*
At the end of Q3 2025, 405 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, down 4 from Q2 2025. 49 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($919.4M) and UMB Bank, n.a. ($510.8M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $149.4M |
| Exits | 48 | $80.2M |
All 13F filers, Q2 2025 → Q3 2025: 4,782,529 shares bought and 3,544,024 shares sold, net +1,238,505 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 405 holders
| BlackRock, Inc. | 0.02% | Reduce -0.5% | 9,038,629 | $1.1B |
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 7,768,829 | $919.4M |
| UMB Bank, n.a. | 7.52% | Reduce -0.9% | 4,315,949 | $510.8M |
| State Street Corp. | 0.02% | Reduce -1.5% | 4,233,653 | $502.7M |
| Wellington Management Group LLP | 0.06% | Add +32.0% | 3,098,798 | $366.7M |
| Dimensional Fund Advisors LP | 0.07% | Add +3.5% | 2,832,827 | $335.3M |
| FMR LLC | 0.01% | Add +1.3% | 2,247,578 | $266.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 1,874,900 | $221.9M |
| Neuberger Berman Group LLC | 0.16% | Add +32.7% | 1,832,674 | $216.9M |
| Allspring Global Investments Holdings, LLC | 0.33% | Reduce -11.2% | 1,755,496 | $207.7M |
| American Century Companies Inc. | 0.10% | Reduce -19.7% | 1,594,380 | $188.7M |
| Alliancebernstein L.P. | 0.05% | Reduce -2.3% | 1,455,157 | $172.2M |
| Earnest Partners LLC | 0.70% | Reduce -4.0% | 1,371,653 | $162.3M |
| Victory Capital Management Inc. | 0.09% | Reduce -2.0% | 1,222,063 | $144.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +21.0% | 974,499 | $115.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.4% | 929,156 | $110.0M |
| Citadel Advisors | 0.09% | Reduce -20.7% | 879,447 | $104.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.0% | 844,439 | $99.9M |
| Principal Financial Group Inc. | 0.04% | Reduce -3.3% | 751,277 | $88.9M |
| GW&K Investment Management, LLC | 0.78% | Add +20.0% | 742,958 | $87.9M |
| Nuveen, LLC | 0.02% | Add +17.9% | 728,296 | $86.2M |
| Morgan Stanley | 0.01% | Add +31.0% | 725,693 | $85.9M |
| Bank of America Corp. | 0.01% | Reduce -5.6% | 713,657 | $84.5M |
| Global Alpha Capital Management Ltd. | 4.36% | Reduce -0.1% | 643,844 | $76.2M |
| Clearbridge Investments, LLC | 0.05% | Add +63.1% | 604,890 | $71.6M |
| First Trust Advisors LP | 0.05% | Add +44.3% | 580,926 | $68.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.7% | 571,541 | $67.6M |
| Schroder Investment Management Group | 0.05% | Add +34.0% | 503,692 | $59.7M |
| Captrust Financial Advisors | 0.11% | Reduce -1.3% | 460,066 | $54.4M |
| UBS Group AG | 0.01% | Add +12.4% | 378,861 | $44.8M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -6.4% | 365,703 | $43.3M |
| NFJ Investment Group, LLC | 1.45% | Add +1273.9% | 357,720 | $42.3M |
| Systematic Financial Management LP | 1.00% | Reduce -0.2% | 346,363 | $41.0M |
| Neumeier Poma Investment Counsel LLC | 3.27% | Add +10.2% | 338,052 | $40.0M |
| ProShare Advisors LLC | 0.08% | Reduce -7.0% | 335,956 | $39.8M |
| Franklin Resources Inc. | 0.01% | Reduce -4.8% | 319,912 | $37.9M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 316,938 | $37.5M |
| Fisher Asset Management | 0.01% | Add +1.6% | 286,681 | $33.9M |
| Raymond James Financial Inc. | 0.01% | Add +29.9% | 277,797 | $32.9M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -33.5% | 265,932 | $31.5M |
| Invesco Ltd. | 0.00% | Reduce -46.7% | 259,547 | $30.7M |
| Federated Hermes, Inc. | 0.05% | Add +69.7% | 253,708 | $30.0M |
| Boston Trust Walden Corp | 0.22% | Reduce -1.8% | 252,922 | $29.9M |
| William Blair Investment Management, LLC | 0.08% | New | 249,126 | $29.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.6% | 247,893 | $29.3M |
| Freestone Grove Partners LP | 0.22% | New | 247,558 | $29.3M |
| Rhumbline Advisers | 0.02% | Reduce -1.1% | 240,794 | $28.5M |
| Stieven Capital Advisors, L.P. | 5.13% | Add +1.5% | 230,089 | $27.2M |
| Emerald Advisers, LLC | 0.80% | Reduce -1.6% | 209,563 | $24.8M |
| Sei Investments Co. | 0.03% | Reduce -12.0% | 199,474 | $23.6M |
| New York State Common Retirement Fund | 0.03% | Add +0.1% | 195,084 | $23.1M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 188,300 | $22.3M |
| AQR Capital Management | 0.01% | Add +2.2% | 188,182 | $22.3M |
| WCM Investment Management, LLC | 0.05% | New | 183,800 | $21.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -37.9% | 183,992 | $21.8M |
| Zurich Insurance Group Ltd | 0.15% | New | 182,803 | $21.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.6% | 182,721 | $21.6M |
| Wells Fargo & Company | 0.00% | Add +4.3% | 181,710 | $21.5M |
| Barclays PLC | 0.01% | Reduce -5.5% | 172,799 | $20.5M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 7.10% | No change | 170,440 | $20.2M |
| Ceredex Value Advisors LLC | 0.42% | Add +1.6% | 154,450 | $18.3M |
| Swiss National Bank | 0.01% | Add +6.1% | 147,220 | $17.4M |
| Tributary Capital Management, LLC | 1.49% | Reduce -8.5% | 138,877 | $16.4M |
| Legal & General Group Plc | 0.00% | Reduce -4.8% | 132,881 | $15.7M |
| California Public Employees Retirement System | 0.01% | Add +5.0% | 127,713 | $15.1M |
| STRS Ohio | 0.05% | Add +10.7% | 119,700 | $14.2M |
| Congress Asset Management Co. | 0.09% | Reduce -2.9% | 117,825 | $13.9M |
| Basswood Capital Management, L.L.C. | 0.63% | Reduce -5.5% | 115,120 | $13.6M |
| Emerald Mutual Fund Advisers Trust | 0.69% | Reduce -6.9% | 113,316 | $13.4M |
| Renaissance Technologies | 0.02% | Reduce -57.8% | 108,070 | $12.8M |
| Mutual of America Capital Management LLC | 0.13% | Reduce -3.9% | 106,871 | $12.6M |
| Deutsche Bank AG | 0.00% | Reduce -35.3% | 105,257 | $12.5M |
| Gator Capital Management, LLC | 3.08% | Add +0.5% | 101,650 | $12.0M |
| Third Avenue Management LLC | 2.17% | Reduce -5.1% | 97,518 | $11.5M |
| Rafferty Asset Management, LLC | 0.03% | Add +3.5% | 88,552 | $10.5M |
| Retirement Systems of Alabama | 0.03% | Reduce -1.1% | 86,294 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Add +23.1% | 85,383 | $10.1M |
| Creative Planning | 0.01% | Add +10.4% | 79,310 | $9.4M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.3% | 77,871 | $9.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.2% | 75,788 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +34.5% | 72,485 | $8.6M |
| Jane Street Group, LLC | 0.01% | Add +267.4% | 72,128 | $8.5M |
| California State Teachers Retirement System | 0.01% | Add +5.0% | 71,244 | $8.4M |
| Maltese Capital Management LLC | 1.30% | Reduce -25.6% | 71,000 | $8.4M |
| Susquehanna Fundamental Investments, LLC | 0.33% | No change | 70,936 | $8.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +10.4% | 65,929 | $7.8M |
| New York State Teachers Retirement System | 0.01% | Add +0.2% | 60,476 | $7.2M |
| Citigroup Inc. | 0.01% | Reduce -32.0% | 60,463 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Add +11.1% | 59,927 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Add +72.3% | 56,390 | $6.7M |
| MIdWestOne Financial Group, Inc. | 0.81% | No change | 56,121 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -12.5% | 55,540 | $6.6M |
| Brown Advisory Inc. | 0.01% | Reduce -1.9% | 55,147 | $6.5M |
| Brant Point Investment Management LLC | 1.42% | Reduce -8.5% | 54,054 | $6.4M |
| King Luther Capital Management Corp. | 0.03% | No change | 52,534 | $6.2M |
| Peregrine Capital Management LLC | 0.18% | Reduce -0.3% | 51,266 | $6.1M |
| Midwest Trust Co | 0.08% | Reduce -0.1% | 51,136 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +0.6% | 49,429 | $5.9M |
| Public Employees Retirement System of Ohio | 0.02% | Add +12.8% | 49,427 | $5.8M |
| Kennedy Capital Management LLC | 0.13% | Add +153.0% | 49,145 | $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.