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Disclosery

UMBF UMB FINL CORP

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COM (common), issuer CIK 101382

399 managers (411 13F filers) reported a position in UMBF shares at 2025-06-30, 68,828,876 shares in all. 44 filers opened a position and 48 filers sold out during the quarter.

Managers
399
13F filers
411
New
44
Added
156
Reduced
145
Sold out
48
Shares held by filers
68,828,876

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Caliber Wealth Management, LLC / KS7,742$814K0.09%+2413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,522$791K0.03%+1,39913F-HRTimelineGroup
KAVAR CAPITAL PARTNERS GROUP, LLC7,402$778K0.11%013F-HRTimeline
IEQ CAPITAL, LLC7,276$765K<0.01%+19313F-HRTimeline
CenterBook Partners LP7,231$760K0.04%new13F-HRTimeline
Farringdon Capital, Ltd.7,196$757K0.25%+1,95613F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP7,110$748K0.08%-4513F-HRTimeline
HighTower Advisors, LLC7,060$742K<0.01%+1,78813F-HRTimeline
Cambridge Investment Research Advisors,…6,918$728K<0.01%+27013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD6,865$722K<0.01%-48213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,602$694K0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,268$659K0.01%+2613F-HRTimelineGroup
Douglass Winthrop Advisors, LLC5,825$613K0.01%-35013F-HRTimeline
EP Wealth Advisors, LLC5,598$589K<0.01%+1,19913F-HRTimeline
BAYVIEW ASSET MANAGEMENT, LLC5,500$578K0.58%new13F-HRTimeline
NewEdge Advisors, LLC5,467$575K<0.01%-17613F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC5,435$572K0.02%+28613F-HRTimeline
Engineers Gate Manager LP5,256$553K0.01%new13F-HRTimeline
111 Capital5,168$543K0.09%-72913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,132$541K<0.01%-2,58713F-HRTimelineGroup
FAS Wealth Partners, Inc.5,141$541K0.04%-2,23313F-HRTimeline
WealthPlan Investment Management, LLC5,097$536K0.04%+69613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,022$528K<0.01%+46013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co4,985$524K0.01%+89813F-HRTimelineGroup
Whelan Financial4,942$520K0.19%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP4,907$516K0.02%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,887$514K<0.01%-92513F-HRTimelineGroup
KLCM Advisors, Inc.4,878$513K0.05%013F-HRTimeline
Florida Trust Wealth Management Co4,863$511K0.02%013F-HRTimeline
CONNABLE OFFICE INC4,851$510K0.05%013F-HRTimeline
Qube Research & Technologies Ltd4,807$506K<0.01%-21,84413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,690$493K<0.01%+2,34513F-HRTimelineGroup
Hamilton Capital Partners Inc.4,674$492K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,493$473K<0.01%+3913F-HRTimelineGroup
PrairieView Partners, LLC4,476$470K0.05%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,387$461K<0.01%+6213F-HRTimeline
Cambria Investment Management, L.P.4,259$448K0.03%-11813F-HRTimeline
Cetera Investment Advisers4,232$445K<0.01%+26913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,053$426K0.01%+1513F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC4,029$425K0.01%-46113F-HRTimeline
TRUST POINT INC.4,038$425K0.04%-2,29213F-HRTimeline
L. Roy Papp & Associates, LLP4,030$424K0.05%013F-HRTimeline
Quantinno Capital Management LP4,022$423K<0.01%+95713F-HRTimeline
SIGNATUREFD, LLC4,013$422K0.01%+4713F-HRTimeline
NJ State Employees Deferred Compensatio…4,000$421K0.05%013F-HRTimeline
PROFUND ADVISORS LLC3,938$414K0.01%-11513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,877$408K<0.01%new13F-HRTimelineGroup
N.E.W. Advisory Services LLC3,864$406K0.04%013F-HRTimeline
DRW Securities, LLC3,861$406K0.03%new13F-HRTimeline
Whalen Wealth Management Inc.3,786$398K0.25%new13F-HRTimeline
FIRST COMMUNITY TRUST NA3,730$392K0.32%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC3,698$389K0.04%+29713F-HRTimelineGroup
Schonfeld Strategic Advisors LLC3,641$383K<0.01%new13F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,635$382K0.03%-78713F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC3,590$378K<0.01%-4,26713F-HR/ATimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC3,563$375K<0.01%+4313F-HRTimelineGroup
Miramar Capital, LLC3,530$371K0.09%new13F-HRTimeline
MML INVESTORS SERVICES, LLC3,484$366K<0.01%+713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,465$364K<0.01%+8213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.3,458$364K<0.01%+2313F-HRTimeline
Dynamic Technology Lab Private Ltd3,430$361K0.05%-3,39913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.3,387$356K0.18%013F-HRTimeline
Sequoia Financial Advisors, LLC3,306$348K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…3,216$338K<0.01%013F-HRTimeline
Moors & Cabot, Inc.3,192$336K0.02%-10413F-HRTimeline
Atria Wealth Solutions, Inc.3,147$332K0.01%-48313F-HRTimeline
LexAurum Advisors, LLC3,132$329K0.05%+213F-HRTimeline
HANCOCK WHITNEY CORP3,027$318K0.01%-5,02513F-HRTimeline
Integrated Investment Consultants, LLC2,960$311K0.06%-1,79313F-HRTimeline
&PARTNERS2,943$310K<0.01%new13F-HRTimeline
Ethic Inc.2,889$306K0.01%+59713F-HRTimeline
RMG Wealth Management LLC2,800$306K0.05%13F-HRTimeline
ETF Store, Inc.2,908$306K0.35%013F-HRTimeline
Steward Partners Investment Advisory, L…2,819$296K<0.01%-21213F-HRTimeline
High Net Worth Advisory Group LLC2,801$295K0.08%+113F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS2,800$294K0.01%013F-HRTimeline
Crossmark Global Holdings, Inc.2,764$291K<0.01%-1,02013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,713$285K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC2,697$284K<0.01%+37413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,684$282K0.02%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC2,661$280K<0.01%-5013F-HRTimelineGroup
Janney Montgomery Scott LLC2,620$276K<0.01%-25113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,390$274K0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC2,528$266K<0.01%+313F-HRTimeline
Scientech Research LLC2,520$265K0.06%new13F-HRTimeline
Prime Capital Investment Advisors, LLC2,514$264K<0.01%-3413F-HRTimeline
GTS SECURITIES LLC2,417$254K0.01%-1,27813F-HRTimeline
SHELTON CAPITAL MANAGEMENT2,414$254K0.01%-5513F-HRTimeline
Blueshift Asset Management, LLC2,406$253K0.08%+40113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2,396$253K0.02%+513F-HRTimeline
OneDigital Investment Advisors LLC2,404$253K<0.01%+3713F-HRTimeline
First Affirmative Financial Network2,389$251K0.13%-4013F-HRTimeline
GREENLEAF TRUST2,331$245K<0.01%-19613F-HRTimeline
High Note Wealth, LLC2,329$245K0.06%+1713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,320$244K0.02%new13F-HRTimeline
Leonteq Securities AG2,313$243K0.01%+113F-HRTimeline
CIBC Asset Management Inc2,278$240K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.2,240$236K0.01%-46313F-HRTimeline
KBC Group NVin group KBC Group NV2,234$235K<0.01%-1,14213F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP2,207$232K<0.01%-11013F-HRTimelineGroup
Monument Capital Management2,142$225K0.06%-22113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.2,134$224K<0.01%-1,15513F-HRTimelineGroup
Heritage Family Offices, LLP2,215$222K0.11%013F-HRTimeline
Pacer Advisors, Inc.2,068$217K<0.01%new13F-HRTimeline
ANB BANK2,060$217K0.1%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,053$216K<0.01%-10613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC2,032$214K<0.01%-4813F-HRTimeline
Empowered Funds, LLC1,984$209K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.1,983$209K0.01%new13F-HRTimeline
SHELL ASSET MANAGEMENT CO1,946$205K0.01%-38813F-HRTimeline
Merit Financial Group, LLC1,946$205K<0.01%new13F-HRTimeline
Bridgewealth Advisory Group, LLC1,938$204K0.05%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,915$201K<0.01%-8013F-HRTimelineGroup
Investors Towarzystwo Funduszy Inwestyc…1,900$200K0.08%013F-HRTimeline
JNBA Financial Advisors1,841$194K0.02%013F-HRTimeline
SG Americas Securities, LLC1,812$191K<0.01%-10,97413F-HRTimeline
State of Wyoming1,450$152K0.02%-6,13513F-HRTimeline
Point72 (DIFC) Ltd1,367$144K0.01%new13F-HRTimeline
PINNEY & SCOFIELD, INC.1,346$142K0.1%013F-HRTimeline
AdvisorNet Financial, Inc1,345$141K0.01%+213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,201$126K<0.01%-4113F-HRTimelineGroup
Parallel Advisors, LLC1,189$125K<0.01%-8713F-HRTimeline
AlphaQuest LLC1,174$123K0.01%013F-HRTimeline
MAI Capital Management1,171$123K<0.01%+40013F-HRTimeline
Hilltop National Bank1,001$105K0.03%13F-HRTimeline
DANSKE BANK A/S884$93K<0.01%-19,27413F-HRTimeline
GAMMA Investing LLC884$93K0.01%-3713F-HRTimeline
Marquette Asset Management, LLC813$85.5K0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …728$77K<0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.643$67.7K0.04%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.589$61.9K<0.01%+11113F-HRTimelineGroup
Blue Trust, Inc.576$60.6K<0.01%+6413F-HRTimeline
First Horizon Advisors, Inc.572$60.1K<0.01%-2013F-HRTimeline
Covestor Ltd546$57K0.03%+10013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…541$56.9K<0.01%-8313F-HRTimelineGroup
Versant Capital Management, Inc495$52.1K0.01%-313F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.496$52K<0.01%+13813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…405$42.6K<0.01%+26713F-HRTimelineGroup
Plante Moran Financial Advisors, LLC346$36.4K<0.01%new13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…345$36K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD300$31.5K<0.01%013F-HRTimelineGroup
City State Bank300$31.5K0.01%013F-HRTimeline
McIlrath & Eck, LLC291$30.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC280$29.7K<0.01%-28513F-HRTimeline
ROTHSCHILD INVESTMENT LLC277$29.1K<0.01%+613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.273$29K<0.01%+1113F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…266$28K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC252$26.5K0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC243$26K<0.01%-3913F-HRTimelineGroup
IFP Advisors, Inc0$25.7K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Winch Advisory Services, LLC235$24.7K0.01%+113F-HRTimeline
Fairman Group, LLC226$23.9K0.02%new13F-HRTimeline
Arax Advisory Partners224$23.6K<0.01%+21213F-HRTimeline
Allworth Financial LP196$20.6K<0.01%-2013F-HRTimeline
PRIVATE TRUST CO NA169$17.7K<0.01%+6613F-HRTimeline
CENTRAL TRUST Co166$17.5K<0.01%-24513F-HRTimeline
Brooklyn Investment Group158$16.6K<0.01%-8913F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB145$15.2K<0.01%013F-HRTimeline
Larson Financial Group LLC141$14.8K<0.01%+113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.104$11K<0.01%+10213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Accent Capital Management, LLC95$10K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC95$9.99K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO90$9.46K<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK82$8.62K<0.01%013F-HRTimelineGroup
Quarry LP79$8.31K<0.01%+4013F-HRTimeline
Farther Finance Advisors, LLC78$8.2K<0.01%-1913F-HRTimeline
Global Retirement Partners, LLC73$7.68K<0.01%13F-HRTimeline
Key Financial Inc63$6.62K<0.01%013F-HRTimeline
Hemington Wealth Management63$6K<0.01%+513F-HRTimeline
HHM Wealth Advisors, LLC56$5.89K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC55$5.78K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.52$5.47K<0.01%-513F-HRTimeline
Hillsdale Investment Management Inc.50$5.26K<0.01%-1013F-HRTimeline
FNY Investment Advisers, LLC50$5K<0.01%new13F-HRTimeline
Manchester Capital Management LLC36$3.79K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC35$3.68K<0.01%013F-HRTimeline
GeoWealth Management, LLC34$3.58K<0.01%-313F-HRTimeline
Parkside Financial Bank & Trust22$2.31K<0.01%-1013F-HRTimeline
Bell Investment Advisors, Inc22$2.31K<0.01%013F-HRTimeline
Fortitude Family Office, LLC22$2.31K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20$2.1K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.20$2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC15$2K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA17$1.79K<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.13$1.37K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.12$1.26K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.12$1.26K<0.01%-313F-HR/ATimelineGroup
True Wealth Design, LLC9$947<0.01%+613F-HRTimeline
HFM Investment Advisors, LLC5$526<0.01%+413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4$458<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC4$421<0.01%+313F-HRTimeline
Essential Partners LLC4$421<0.01%13F-HRTimeline
Rialto Wealth Management, LLC3$316<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$210<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$106<0.01%013F-HRTimeline
Tortoise Investment Management, LLC1$105<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.11$75<0.01%-1,02913F-HRTimeline
Avion Wealth6$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.