Skip to content
Disclosery

UMBF UMB FINL CORP

Follow

COM (common), issuer CIK 101382

469 managers (485 13F filers) reported a position in UMBF shares at 2026-06-30, 72,900,636 shares in all. 78 filers opened a position and 49 filers sold out during the quarter.

Managers
469
13F filers
485
New
78
Added
175
Reduced
145
Sold out
49
Shares held by filers
72,900,636

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CVA Family Office, LLC114$16.3K<0.01%+1213F-HRTimeline
DANSKE BANK A/S110$15.7K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC95$13.6K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC92$13.1K0.01%-27313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO90$12.8K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC83$11.9K<0.01%+513F-HRTimeline
FIRST HORIZON CORP73$10.4K<0.01%new13F-HRTimeline
Bogart Wealth, LLC63$8.99K<0.01%+1513F-HRTimeline
Key Financial Inc63$8.99K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA61$8.71K<0.01%-1213F-HRTimeline
Fortitude Family Office, LLC57$8.14K<0.01%+213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS57$7.57K<0.01%new13F-HRTimeline
Rossby Financial, LCC47$6.71K<0.01%-813F-HRTimeline
Clearstead Trust, LLC46$6.57K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC46$6.52K<0.01%+3613F-HRTimeline
J.Safra Asset Management Corp42$6K<0.01%013F-HRTimeline
Anchor Investment Management, LLC42$6K<0.01%new13F-HRTimeline
LRI Investments, LLC41$5.85K<0.01%+513F-HRTimeline
NBH Bank40$5.71K<0.01%13F-HRTimeline
Manchester Capital Management LLC36$5.14K<0.01%013F-HRTimeline
Blue Trust, Inc.36$5.14K<0.01%-4613F-HRTimeline
Salomon & Ludwin, LLC35$5.1K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC35$5K<0.01%+2313F-HRTimeline
WPG Advisers, LLC30$4.28K<0.01%+1113F-HRTimeline
Avion Wealth34$4K<0.01%+813F-HRTimeline
Sachetta, LLC26$3.71K<0.01%+513F-HRTimeline
Continuum Advisory, LLC25$3.57K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC24$3.43K<0.01%013F-HRTimeline
JPL Wealth Management, LLC23$3.28K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust22$3.14K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc22$3.14K<0.01%013F-HRTimeline
Creative Capital Management Investments…22$3.14K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC21$3K<0.01%013F-HRTimeline
TD Capital Management LLC17$2.44K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…17$2.43K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16$2.28K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC14$2.06K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC14$2K<0.01%+313F-HRTimeline
Capital Advisors, Ltd. LLC15$2K<0.01%013F-HRTimeline
True Wealth Design, LLC14$2K<0.01%013F-HRTimeline
Quarry LP13$1.86K<0.01%-3713F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.86K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.12$1.71K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.12$1.71K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc12$1.71K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC11$1.57K<0.01%+613F-HRTimeline
Torren Management, LLC10$1.47K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC10$1.43K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC10$1.43K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.9$1.32K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$1K<0.01%new13F-HRTimelineGroup
Silver Grove Financial Group, Inc.7$999<0.01%new13F-HRTimeline
Planning Strategies Inc.6$857<0.01%13F-HRTimeline
Valued Wealth Advisors LLC5$716<0.01%+513F-HRTimeline
Essential Partners LLC5$714<0.01%-1213F-HRTimeline
Prestige Wealth Management Group LLC4$573<0.01%013F-HRTimeline
Mascoma Wealth Management LLC4$571<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC4$571<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$428<0.01%+113F-HRTimeline
DecisionPoint Financial, LLC2$292<0.01%new13F-HRTimeline
SHP Wealth Management2$286<0.01%new13F-HRTimeline
Kilter Group LLC2$286<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC2$286<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$143<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$143<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$143<0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC1$143<0.01%new13F-HRTimeline
Navigoe, LLC5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.