UMB FINANCIAL CORP (UMBF) — Institutional Holders, Q2 2026 (page 3)
491 institutional investment managers reported a UMBF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UMBF 13F holders ranked 201–300 of 491
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | TEACHER RETIREMENT SYSTEM OF TEXAS#201 · 10,443 sh | 10,443 | $1.5M | <0.01% | +40.5% |
| 202 | Cambridge Investment Research Advisors#202 · 10,254 sh | 10,254 | $1.5M | <0.01% | +0.9% |
| 203 | HANCOCK WHITNEY#203 · 10,212 sh | 10,212 | $1.5M | 0.02% | -0.5% |
| 204 | VIRTUS ADVISERS#204 · 10,149 sh | 10,149 | $1.4M | 0.56% | New |
| 205 | Squarepoint Ops#205 · 10,069 sh | 10,069 | $1.4M | <0.01% | -86.9% |
| 206 | SJS Investment Consulting#206 · 10,063 sh | 10,063 | $1.4M | — | -8.5% |
| 207 | Ensign Peak Advisors#207 · 9,969 sh | 9,969 | $1.4M | <0.01% | -54.9% |
| 208 | Legato Capital Management#208 · 9,553 sh | 9,553 | $1.4M | 0.11% | New |
| 209 | Integrated Quantitative Investments#209 · 9,553 sh | 9,553 | $1.4M | 0.22% | New |
| 210 | PNC FINANCIAL SERVICES GROUP#210 · 9,441 sh | 9,441 | $1.3M | <0.01% | +11.8% |
| 211 | ATWOOD & PALMER#211 · 9,166 sh | 9,166 | $1.3M | — | -14.6% |
| 212 | CHOREO#212 · 8,799 sh | 8,799 | $1.3M | 0.01% | +5.5% |
| 213 | NewEdge Advisors#213 · 8,543 sh | 8,543 | $1.2M | <0.01% | New |
| 214 | TRUIST FINANCIAL#214 · 8,420 sh | 8,420 | $1.2M | <0.01% | +4.0% |
| 215 | IHT Wealth Management#215 · 8,378 sh | 8,378 | $1.2M | 0.03% | 0.0% |
| 216 | NORDEA INVESTMENT MANAGEMENT AB#216 · 8,135 sh | 8,135 | $1.2M | <0.01% | New |
| 217 | Pacer Advisors#217 · 8,028 sh | 8,028 | $1.1M | <0.01% | -5.3% |
| 218 | CIBC Bancorp USA#218 · 7,680 sh | 7,680 | $1.1M | <0.01% | +9.6% |
| 219 | BANK OF MONTREAL#219 · 7,570 sh | 7,570 | $1.1M | <0.01% | -0.4% |
| 220 | Sterling Capital Management#220 · 7,514 sh | 7,514 | $1.1M | — | -13.2% |
| 221 | Envestnet Portfolio Solutions#221 · 7,464 sh | 7,464 | $1.1M | <0.01% | -2.4% |
| 222 | Focus Partners Wealth#222 · 7,373 sh | 7,373 | $1.1M | <0.01% | -5.3% |
| 223 | FIRST NATIONAL BANK OF OMAHA#223 · 7,414 sh | 7,414 | $1.1M | 0.03% | -62.4% |
| 224 | GLENMEDE NA#224 · 7,359 sh | 7,359 | $1.1M | <0.01% | New |
| 225 | Gallagher Fiduciary Advisors#225 · 7,310 sh | 7,310 | $1.0M | 0.03% | -1.7% |
| 226 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#226 · 7,284 sh | 7,284 | $1.0M | <0.01% | -86.5% |
| 227 | KAVAR CAPITAL PARTNERS GROUP#227 · 7,220 sh | 7,220 | $1.0M | 0.13% | -2.5% |
| 228 | FIRST CITIZENS BANK#228 · 7,122 sh | 7,122 | $1.0M | — | -2.1% |
| 229 | Schonfeld Strategic Advisors#229 · 7,021 sh | 7,021 | $1.0M | <0.01% | New |
| 230 | State of Alaska, Department of Revenue#230 · 6,998 sh | 6,998 | $999.0K | — | -1.9% |
| 231 | Cambria Investment Management, L.P.#231 · 6,712 sh | 6,712 | $958.2K | 0.05% | +7.2% |
| 232 | Miracle Mile Advisors#232 · 6,673 sh | 6,673 | $952.6K | 0.01% | New |
| 233 | EVERGREEN CAPITAL MANAGEMENT#233 · 6,623 sh | 6,623 | $948.3K | — | +30.2% |
| 234 | Gerber Kawasaki Wealth & Investment Management#234 · 6,621 sh | 6,621 | $945.2K | 0.03% | -2.4% |
| 235 | HANTZ FINANCIAL SERVICES#235 · 6,606 sh | 6,606 | $943.0K | 0.01% | +5.9% |
| 236 | M&T BANK#236 · 6,581 sh | 6,581 | $939.9K | <0.01% | -3.6% |
| 237 | Accredited Investors#237 · 6,439 sh | 6,439 | $919.2K | 0.04% | -24.1% |
| 238 | JANE STREET GROUP#238 · 6,166 sh | 6,166 | $880.3K | <0.01% | -90.0% |
| 239 | Sequoia Financial Advisors#239 · 6,163 sh | 6,163 | $879.8K | <0.01% | +45.6% |
| 240 | Tower Research Capital (TRC)#240 · 6,064 sh | 6,064 | $865.7K | 0.02% | +59.0% |
| 241 | Savant Capital#241 · 6,555 sh | 6,555 | $854.8K | <0.01% | +139.8% |
| 242 | MARTINGALE ASSET MANAGEMENT L P#242 · 5,887 sh | 5,887 | $840.4K | 0.02% | -9.5% |
| 243 | WILEY BROS.-AINTREE CAPITAL#243 · 5,799 sh | 5,799 | $828.3K | <0.01% | -1.7% |
| 244 | Brevan Howard Capital Management#244 · 5,677 sh | 5,677 | $810.4K | <0.01% | -80.5% |
| 245 | WEALTH ENHANCEMENT ADVISORY SERVICES#245 · 5,538 sh | 5,538 | $800.7K | — | +24.2% |
| 246 | EP Wealth Advisors#246 · 5,570 sh | 5,570 | $795.2K | <0.01% | +4.7% |
| 247 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#247 · 5,486 sh | 5,486 | $783.0K | <0.01% | 0.0% |
| 248 | SECURIAN ASSET MANAGEMENT#248 · 5,263 sh | 5,263 | $768.3K | 0.03% | 0.0% |
| 249 | KEYBANK NATIONAL ASSOCIATION#249 · 5,301 sh | 5,301 | $756.8K | <0.01% | +4.5% |
| 250 | FIDUCIARY#250 · 5,292 sh | 5,292 | $755.5K | <0.01% | -14.9% |
| 251 | COMMONWEALTH EQUITY SERVICES#251 · 5,263 sh | 5,263 | $751.4K | <0.01% | +33.7% |
| 252 | KERR FINANCIAL PLANNING#252 · 5,224 sh | 5,224 | $745.7K | 0.83% | 0.0% |
| 253 | Whelan Financial#253 · 5,009 sh | 5,009 | $715.1K | 0.19% | 0.0% |
| 254 | FAS Wealth Partners#254 · 4,976 sh | 4,976 | $710.3K | 0.04% | +0.2% |
| 255 | KLCM Advisors#255 · 4,939 sh | 4,939 | $705.1K | 0.06% | +1.3% |
| 256 | NISA INVESTMENT ADVISORS#256 · 4,857 sh | 4,857 | $695.4K | — | +12.4% |
| 257 | VIRGINIA RETIREMENT SYSTEMS ET Al#257 · 4,800 sh | 4,800 | $685.2K | <0.01% | New |
| 258 | MERCER GLOBAL ADVISORS#258 · 4,760 sh | 4,760 | $679.5K | <0.01% | +53.7% |
| 259 | Swiss Life Asset Management Ltd#259 · 4,751 sh | 4,751 | $678.3K | <0.01% | -3.2% |
| 260 | Sanibel Captiva Company#260 · 4,748 sh | 4,748 | $677.8K | 0.02% | -0.4% |
| 261 | HighTower Advisors#261 · 4,665 sh | 4,665 | $666.0K | <0.01% | -15.3% |
| 262 | Amundi#262 · 4,620 sh | 4,620 | $659.6K | <0.01% | +14.7% |
| 263 | DRW Securities#263 · 4,591 sh | 4,591 | $655.4K | 0.02% | +121.4% |
| 264 | ALPS ADVISORS#264 · 4,530 sh | 4,530 | $646.7K | <0.01% | +0.9% |
| 265 | SIGNATUREFD#265 · 4,355 sh | 4,355 | $621.7K | — | +2.4% |
| 266 | Stembrook Asset Management#266 · 4,269 sh | 4,269 | $609.4K | 0.53% | 0.0% |
| 267 | SPIREPOINT PRIVATE CLIENT#267 · 4,263 sh | 4,263 | $608.6K | 0.05% | +13.6% |
| 268 | Merit Financial Group#268 · 4,179 sh | 4,179 | $596.6K | <0.01% | -4.1% |
| 269 | WealthPlan Investment Management#269 · 4,154 sh | 4,154 | $593.0K | — | -2.7% |
| 270 | Inspire Investing#270 · 4,149 sh | 4,149 | $592.3K | — | New |
| 271 | PARK AVENUE SECURITIES#271 · 4,129 sh | 4,129 | $589.0K | — | +5.5% |
| 272 | Man Group plc#272 · 4,103 sh | 4,103 | $585.7K | <0.01% | -33.7% |
| 273 | FARMERS & MERCHANTS INVESTMENTS#273 · 4,062 sh | 4,062 | $579.9K | — | +0.1% |
| 274 | IEQ CAPITAL#274 · 3,974 sh | 3,974 | $567.3K | <0.01% | -55.2% |
| 275 | Concurrent Investment Advisors#275 · 3,928 sh | 3,928 | $560.8K | — | +14.1% |
| 276 | L. Roy Papp & Associates, LLP#276 · 3,900 sh | 3,900 | $556.8K | — | 0.0% |
| 277 | Nykredit A/S#277 · 3,896 sh | 3,896 | $556.2K | <0.01% | — |
| 278 | OPPENHEIMER#278 · 3,838 sh | 3,838 | $547.9K | — | +17.6% |
| 279 | DnB Asset Management AS#279 · 3,828 sh | 3,828 | $546.5K | <0.01% | 0.0% |
| 280 | N.E.W. Advisory Services#280 · 3,818 sh | 3,818 | $545.0K | 0.04% | +0.3% |
| 281 | Sumitomo Mitsui#281 · 3,759 sh | 3,759 | $536.6K | <0.01% | +3.0% |
| 282 | CONNABLE OFFICE#282 · 3,738 sh | 3,738 | $533.6K | 0.05% | -6.6% |
| 283 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#283 · 3,650 sh | 3,650 | $521.1K | — | 0.0% |
| 284 | PROFUND ADVISORS#284 · 3,609 sh | 3,609 | $515.2K | 0.01% | +4.1% |
| 285 | Hamilton Capital Partners#285 · 3,565 sh | 3,565 | $508.9K | 0.01% | -28.9% |
| 286 | Whalen Wealth Management#286 · 3,512 sh | 3,512 | $501.4K | — | -6.1% |
| 287 | Abel Hall#287 · 3,486 sh | 3,486 | $497.7K | — | -3.2% |
| 288 | Mount Yale Investment Advisors#288 · 3,403 sh | 3,403 | $486.0K | <0.01% | +18.5% |
| 289 | Gibbs Wealth Management#289 · 3,392 sh | 3,392 | $484.2K | — | New |
| 290 | Koesten, Hirschmann & Crabtree#290 · 3,387 sh | 3,387 | $483.5K | — | 0.0% |
| 291 | Rockefeller Capital Management L.P.#291 · 3,360 sh | 3,360 | $479.7K | <0.01% | -3.2% |
| 292 | HSBC PLC#292 · 3,299 sh | 3,299 | $471.0K | <0.01% | -75.3% |
| 293 | FIRST COMMUNITY NA#293 · 3,180 sh | 3,180 | $454.0K | — | 0.0% |
| 294 | Steward Partners Investment Advisory#294 · 3,172 sh | 3,172 | $452.8K | <0.01% | +2.5% |
| 295 | LexAurum Advisors#295 · 3,148 sh | 3,148 | $449.5K | — | +0.4% |
| 296 | FLYWHEEL PRIVATE WEALTH#296 · 3,000 sh | 3,000 | $428.3K | 0.21% | 0.0% |
| 297 | Alliance Wealth Advisors#297 · 2,955 sh | 2,955 | $421.9K | 0.08% | New |
| 298 | Portside Wealth Group#298 · 2,917 sh | 2,917 | $416.4K | — | New |
| 299 | Avantax Planning Partners#299 · 2,916 sh | 2,916 | $416.3K | 0.01% | 0.0% |
| 300 | CAPSTONE INVESTMENT ADVISORS#300 · 2,908 sh | 2,908 | $415.1K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.