Umb FinancialUMBF
13F holders, Q4 2025 (December 31)413holders +8
33new positions
32sold out
5famous investors
$115.12avg. 13F price*
At the end of Q4 2025, 413 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 8 from Q3 2025. 33 opened new positions and 32 sold out. The largest holders were BlackRock, Inc. ($1.0B), Vanguard Group Inc. ($884.1M) and UMB Bank, n.a. ($553.3M). 5 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 Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $45.6M |
| Exits | 32 | $68.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,805,127 shares bought and 2,827,828 shares sold, net +977,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 413 holders
| BlackRock, Inc. | 0.02% | Add +0.9% | 9,116,360 | $1.0B |
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 7,684,774 | $884.1M |
| UMB Bank, n.a. | 7.36% | Add +11.4% | 4,809,824 | $553.3M |
| State Street Corp. | 0.02% | Reduce -1.2% | 4,182,520 | $482.9M |
| Dimensional Fund Advisors LP | 0.07% | Add +0.8% | 2,854,927 | $328.4M |
| FMR LLC | 0.02% | Add +17.3% | 2,635,503 | $303.2M |
| Wellington Management Group LLP | 0.05% | Reduce -16.4% | 2,590,780 | $298.0M |
| Geode Capital Management, LLC | 0.01% | Add +1.8% | 1,907,978 | $219.5M |
| Neuberger Berman Group LLC | 0.15% | Reduce -4.8% | 1,743,903 | $200.6M |
| Allspring Global Investments Holdings, LLC | 0.31% | Reduce -6.0% | 1,650,076 | $192.2M |
| American Century Companies Inc. | 0.09% | Reduce -5.2% | 1,511,248 | $173.9M |
| Alliancebernstein L.P. | 0.05% | Reduce -0.8% | 1,442,873 | $166.0M |
| Earnest Partners LLC | 0.64% | Reduce -4.7% | 1,306,642 | $150.3M |
| Citadel Advisors | 0.10% | Add +41.1% | 1,241,165 | $142.8M |
| Victory Capital Management Inc. | 0.07% | Reduce -9.7% | 1,103,086 | $126.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.4% | 960,831 | $110.5M |
| Northern Trust Corp. | 0.01% | Reduce -8.2% | 853,298 | $98.2M |
| Morgan Stanley | 0.01% | Add +12.5% | 816,382 | $93.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.5% | 806,423 | $92.8M |
| First Trust Advisors LP | 0.07% | Add +38.3% | 803,251 | $92.4M |
| Nuveen, LLC | 0.02% | Add +8.6% | 790,745 | $91.0M |
| Norges Bank | 0.01% | — | 746,569 | $85.9M |
| Principal Financial Group Inc. | 0.04% | Reduce -3.2% | 727,019 | $83.6M |
| GW&K Investment Management, LLC | 0.71% | Reduce -3.3% | 718,277 | $82.6M |
| Bank of America Corp. | 0.01% | Reduce -9.0% | 649,729 | $74.7M |
| Global Alpha Capital Management Ltd. | 4.44% | Reduce -1.8% | 632,216 | $72.7M |
| Clearbridge Investments, LLC | 0.06% | Add +1.5% | 614,037 | $70.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.1% | 553,541 | $63.7M |
| Schroder Investment Management Group | 0.04% | Reduce -4.6% | 480,513 | $56.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +96.1% | 486,066 | $55.9M |
| Captrust Financial Advisors | 0.10% | Reduce -0.1% | 459,419 | $52.9M |
| Balyasny Asset Management L.P. | 0.09% | Add +1148.3% | 422,065 | $48.6M |
| Adage Capital Partners Gp, L.L.C. | 0.07% | Add +43.0% | 380,211 | $43.7M |
| JPMorgan Chase & Co. | 0.00% | Add +16.4% | 369,059 | $42.5M |
| Johnson Investment Counsel Inc. | 0.34% | Add +1560.9% | 362,118 | $41.7M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.4% | 353,241 | $40.6M |
| UBS Group AG | 0.01% | Reduce -6.9% | 352,785 | $40.6M |
| NFJ Investment Group, LLC | 1.44% | Reduce -2.6% | 348,236 | $40.1M |
| Franklin Resources Inc. | 0.01% | Add +8.4% | 346,704 | $39.9M |
| Systematic Financial Management LP | 0.94% | Reduce -0.1% | 345,835 | $39.8M |
| Neumeier Poma Investment Counsel LLC | 3.20% | Reduce -0.4% | 336,712 | $38.7M |
| ProShare Advisors LLC | 0.06% | Reduce -7.8% | 309,657 | $35.6M |
| Invesco Ltd. | 0.00% | Add +9.1% | 283,113 | $32.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.8% | 275,603 | $31.7M |
| Emerald Advisers, LLC | 0.98% | Add +31.4% | 275,296 | $31.7M |
| Fisher Asset Management | 0.01% | Reduce -7.0% | 266,751 | $30.7M |
| Boston Trust Walden Corp | 0.21% | Reduce -6.2% | 237,130 | $27.3M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +25.1% | 235,658 | $27.1M |
| Stieven Capital Advisors, L.P. | 4.90% | Reduce -0.2% | 229,589 | $26.4M |
| William Blair Investment Management, LLC | 0.07% | Reduce -9.3% | 225,846 | $26.0M |
| Rhumbline Advisers | 0.02% | Reduce -6.8% | 224,506 | $25.8M |
| Wells Fargo & Company | 0.00% | Add +13.2% | 205,651 | $23.7M |
| Sei Investments Co. | 0.02% | Reduce -2.5% | 194,472 | $22.4M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.6% | 193,936 | $22.3M |
| WCM Investment Management, LLC | 0.04% | Add +0.7% | 185,085 | $21.6M |
| Barclays PLC | 0.01% | Add +7.0% | 184,957 | $21.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.3% | 184,522 | $21.2M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 6.21% | No change | 170,440 | $19.6M |
| Ceredex Value Advisors LLC | 0.56% | Add +5.0% | 162,175 | $18.7M |
| Federated Hermes, Inc. | 0.03% | Reduce -36.5% | 160,990 | $18.5M |
| Emerald Mutual Fund Advisers Trust | 0.89% | Add +40.0% | 158,617 | $18.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.4% | 156,448 | $18.0M |
| Swiss National Bank | 0.01% | Add +1.8% | 149,820 | $17.2M |
| AQR Capital Management | 0.01% | Reduce -20.6% | 149,473 | $17.2M |
| Renaissance Technologies | 0.02% | Add +28.9% | 139,270 | $16.0M |
| Gator Capital Management, LLC | 3.24% | Add +33.9% | 136,130 | $15.7M |
| Verition Fund Management LLC | 0.09% | New | 133,999 | $15.4M |
| Tributary Capital Management, LLC | 1.47% | Reduce -6.7% | 129,530 | $14.9M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 127,893 | $14.7M |
| Congress Asset Management Co. | 0.10% | Reduce -0.2% | 117,591 | $13.5M |
| Basswood Capital Management, L.L.C. | 0.58% | No change | 115,120 | $13.2M |
| Legal & General Group Plc | 0.00% | Reduce -14.4% | 113,677 | $13.1M |
| STRS Ohio | 0.04% | Reduce -14.8% | 102,000 | $11.7M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -6.3% | 100,127 | $11.5M |
| Qube Research & Technologies Ltd | 0.02% | New | 96,625 | $11.1M |
| Deutsche Bank AG | 0.00% | Reduce -14.8% | 89,725 | $10.3M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.7% | 85,689 | $9.9M |
| Creative Planning | 0.01% | Add +5.9% | 83,977 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 80,763 | $9.3M |
| Third Avenue Management LLC | 1.64% | Reduce -19.8% | 78,245 | $9.0M |
| MetLife Investment Management, LLC | 0.04% | Reduce -5.3% | 73,741 | $8.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.2% | 72,642 | $8.4M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 71,181 | $8.2M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -19.7% | 71,101 | $8.2M |
| Two Sigma Investments, LP | 0.01% | Add +80.7% | 69,930 | $8.0M |
| Susquehanna Fundamental Investments, LLC | 0.27% | Reduce -3.1% | 68,740 | $7.9M |
| Maltese Capital Management LLC | 1.35% | Reduce -8.4% | 65,000 | $7.5M |
| Citigroup Inc. | 0.00% | Add +2.4% | 61,925 | $7.1M |
| Allianz Asset Management GmbH | 0.01% | Add +1.0% | 60,523 | $7.0M |
| New York State Teachers Retirement System | 0.01% | No change | 60,476 | $7.0M |
| Natixis Advisors, LLC | 0.01% | Add +4.3% | 58,833 | $6.8M |
| MIdWestOne Financial Group, Inc. | 0.71% | Reduce -0.3% | 55,956 | $6.4M |
| Brown Advisory Inc. | 0.01% | Add +1.1% | 55,752 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -0.5% | 55,276 | $6.4M |
| King Luther Capital Management Corp. | 0.03% | Add +5.2% | 55,276 | $6.4M |
| Vest Financial, LLC | 0.08% | Add +50.8% | 53,104 | $6.1M |
| Karl Kapital LLC | 5.28% | — | 51,728 | $6.0M |
| Triveni Capital Investments LP | 4.37% | — | 50,932 | $5.9M |
| Wedge Capital Management L L P | 0.10% | Add +3.7% | 49,980 | $5.7M |
| Midwest Trust Co | 0.07% | Reduce -2.9% | 49,656 | $5.7M |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.