Umb FinancialUMBF
13F holders, Q1 2026 (March 31)454holders +41
67new positions
25sold out
8famous investors
$112.86avg. 13F price*
At the end of Q1 2026, 454 institutions reported holding Umb Financial Corp. (UMBF) in their 13F filings, up 41 from Q4 2025. 67 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($1.1B), UMB Bank, n.a. ($532.8M) and Vanguard Portfolio Management LLC ($466.5M). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Umb Financial Corp.
- CUSIP
- 902788108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $131.7M |
| Exits | 25 | $27.9M |
All 13F filers, Q4 2025 → Q1 2026: 3,828,234 shares bought and 4,234,758 shares sold, net −406,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 454 holders
| BlackRock, Inc. | 0.02% | Add +2.5% | 9,344,467 | $1.1B |
| UMB Bank, n.a. | 7.44% | Reduce -1.8% | 4,723,573 | $532.8M |
| Vanguard Portfolio Management LLC | 0.02% | — | 4,136,220 | $466.5M |
| State Street Corp. | 0.02% | Reduce -4.8% | 3,981,601 | $450.8M |
| Vanguard Capital Management LLC | 0.01% | — | 3,101,293 | $349.8M |
| Dimensional Fund Advisors LP | 0.07% | Add +1.9% | 2,909,932 | $328.2M |
| Wellington Management Group LLP | 0.06% | Add +4.5% | 2,707,124 | $305.3M |
| FMR LLC | 0.01% | Reduce -8.1% | 2,422,435 | $273.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.1% | 1,947,446 | $219.7M |
| Neuberger Berman Group LLC | 0.15% | Reduce -2.5% | 1,699,639 | $191.7M |
| Allspring Global Investments Holdings, LLC | 0.26% | Reduce -17.8% | 1,357,177 | $155.6M |
| American Century Companies Inc. | 0.08% | Reduce -10.9% | 1,345,844 | $151.8M |
| Earnest Partners LLC | 0.59% | Reduce -2.2% | 1,277,889 | $144.1M |
| Alliancebernstein L.P. | 0.05% | Reduce -15.4% | 1,219,978 | $140.3M |
| Citadel Advisors | 0.09% | Reduce -13.9% | 1,068,582 | $120.5M |
| Morgan Stanley | 0.01% | Add +23.3% | 1,006,918 | $113.6M |
| Victory Capital Management Inc. | 0.07% | Reduce -11.2% | 979,052 | $110.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.6% | 966,744 | $109.0M |
| First Trust Advisors LP | 0.07% | Add +12.0% | 899,400 | $101.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +11.1% | 896,104 | $101.1M |
| Northern Trust Corp. | 0.01% | Add +3.2% | 880,345 | $99.3M |
| Principal Financial Group Inc. | 0.04% | Reduce -1.9% | 712,859 | $80.4M |
| GW&K Investment Management, LLC | 0.70% | Reduce -2.4% | 701,187 | $79.1M |
| Bank of America Corp. | 0.01% | Add +7.0% | 695,276 | $78.4M |
| Global Alpha Capital Management Ltd. | 4.47% | Add +4.2% | 658,982 | $74.3M |
| Nuveen, LLC | 0.02% | Reduce -17.0% | 656,034 | $74.0M |
| Clearbridge Investments, LLC | 0.06% | Add +5.8% | 649,571 | $73.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +24.9% | 607,314 | $68.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.1% | 552,717 | $62.3M |
| Johnson Investment Counsel Inc. | 0.44% | Add +33.4% | 482,949 | $54.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 463,142 | $52.2M |
| Captrust Financial Advisors | 0.09% | Reduce -2.8% | 446,393 | $50.3M |
| Neumeier Poma Investment Counsel LLC | 3.75% | Add +20.0% | 403,907 | $45.6M |
| Systematic Financial Management LP | 0.90% | Add +0.2% | 346,445 | $39.1M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.8% | 339,702 | $38.3M |
| NFJ Investment Group, LLC | 1.39% | Reduce -6.4% | 325,964 | $36.8M |
| Franklin Resources Inc. | 0.01% | Reduce -9.4% | 314,145 | $35.4M |
| Schroder Investment Management Group | 0.03% | Reduce -33.0% | 321,910 | $35.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.8% | 310,883 | $34.2M |
| Vaughan Nelson Investment Management, L.P. | 0.33% | New | 294,880 | $33.3M |
| UBS Group AG | 0.01% | Reduce -17.0% | 292,827 | $33.0M |
| Raymond James Financial Inc. | 0.01% | Add +3.5% | 285,310 | $32.2M |
| Bessemer Group Inc. | 0.05% | Add +61983.4% | 281,238 | $31.7M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +17.6% | 277,054 | $31.2M |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 274,336 | $30.9M |
| Emerald Advisers, LLC | 0.95% | Reduce -2.9% | 267,438 | $30.2M |
| Qube Research & Technologies Ltd | 0.04% | Add +176.1% | 266,732 | $30.1M |
| Fisher Asset Management | 0.01% | Reduce -9.1% | 242,438 | $27.3M |
| Stieven Capital Advisors, L.P. | 5.51% | Reduce -0.3% | 228,789 | $25.8M |
| Rhumbline Advisers | 0.02% | Add +1.5% | 227,782 | $25.7M |
| ProShare Advisors LLC | 0.04% | Reduce -30.4% | 215,435 | $24.3M |
| Boston Trust Walden Corp | 0.19% | Reduce -12.3% | 208,003 | $23.5M |
| New York State Common Retirement Fund | 0.03% | Reduce -0.1% | 193,663 | $21.8M |
| Sei Investments Co. | 0.02% | Reduce -1.9% | 190,703 | $21.5M |
| AQR Capital Management | 0.01% | Add +28.9% | 192,661 | $21.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.3% | 186,932 | $21.1M |
| WCM Investment Management, LLC | 0.04% | Reduce -3.6% | 178,464 | $19.6M |
| Federated Hermes, Inc. | 0.03% | Add +6.0% | 170,674 | $19.3M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 7.18% | No change | 170,440 | $19.2M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Reduce -57.7% | 160,691 | $18.1M |
| Millennium Management | 0.01% | New | 159,825 | $18.0M |
| Emerald Mutual Fund Advisers Trust | 0.87% | No change | 158,617 | $17.9M |
| Congress Asset Management Co. | 0.12% | Add +28.7% | 151,351 | $17.1M |
| Swiss National Bank | 0.01% | Add +0.3% | 150,220 | $16.9M |
| Gator Capital Management, LLC | 3.50% | Add +6.8% | 145,380 | $16.4M |
| Wells Fargo & Company | 0.00% | Reduce -32.8% | 138,296 | $15.6M |
| William Blair Investment Management, LLC | 0.05% | Reduce -40.9% | 133,550 | $15.1M |
| California Public Employees Retirement System | 0.01% | Add +3.9% | 132,821 | $15.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.3% | 132,428 | $14.9M |
| Ceredex Value Advisors LLC | 0.47% | Reduce -18.9% | 131,575 | $14.8M |
| State of Wisconsin Investment Board | 0.03% | Add +594.7% | 116,376 | $13.1M |
| Creative Planning | 0.01% | Add +25.7% | 105,549 | $11.9M |
| Natixis Advisors, LLC | 0.02% | Add +77.2% | 104,223 | $11.8M |
| Mutual of America Capital Management LLC | 0.12% | Reduce -2.9% | 97,269 | $11.0M |
| Legal & General Group Plc | 0.00% | Reduce -14.5% | 97,244 | $11.0M |
| STRS Ohio | 0.04% | Reduce -5.9% | 96,000 | $10.8M |
| Retirement Systems of Alabama | 0.03% | Add +2.2% | 87,536 | $9.9M |
| California State Teachers Retirement System | 0.01% | Add +22.5% | 87,178 | $9.8M |
| Barclays PLC | 0.00% | Reduce -56.4% | 80,632 | $9.1M |
| Deutsche Bank AG | 0.00% | Reduce -10.2% | 80,603 | $9.1M |
| Third Avenue Management LLC | 1.43% | No change | 78,245 | $8.8M |
| Squarepoint Ops LLC | 0.02% | Add +128.4% | 77,151 | $8.7M |
| BNP Paribas Financial Markets | 0.01% | Add +259.5% | 76,213 | $8.6M |
| FIL Ltd | 0.01% | Add +69.3% | 76,177 | $8.6M |
| MetLife Investment Management, LLC | 0.04% | Reduce -0.5% | 73,403 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.7% | 72,915 | $8.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 70,394 | $7.9M |
| Jain Global LLC | 0.11% | New | 69,756 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.5% | 69,343 | $7.8M |
| Edgestream Partners, L.P. | 0.24% | New | 65,640 | $7.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +16.9% | 64,595 | $7.3M |
| Karl Kapital LLC | 4.87% | Add +20.5% | 62,314 | $7.0M |
| Two Sigma Investments, LP | 0.01% | Reduce -11.6% | 61,835 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +2092.6% | 61,547 | $6.9M |
| Vest Financial, LLC | 0.08% | Add +15.3% | 61,254 | $6.9M |
| Campbell & CO Investment Adviser LLC | 0.39% | New | 60,770 | $6.9M |
| Renaissance Technologies | 0.01% | Reduce -57.5% | 59,170 | $6.7M |
| King Luther Capital Management Corp. | 0.03% | Add +6.9% | 59,066 | $6.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.8% | 58,158 | $6.6M |
| Nicolet Bankshares Inc. | 0.23% | New | 55,956 | $6.3M |
"% of holder's portfolio" is UMBF's weight in each manager's 13F, not the share of Umb Financial Corp. the manager owns.