UMB FINANCIAL CORP hedge fund holdings
UMBFNASDAQ$129.80-1.14 (-0.87%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
UMBF · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+8.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 116 | 123 | $632M | $513M | 383 | Aug 14, 2025 |
| Q3 2025 | 141 | 105 | $573M | $375M | 384 | Nov 14, 2025 |
| Q4 2025 | 99 | 109 | $390M | $333M | 386 | Feb 14, 2026 |
| Q1 2026 | 151 | 109 | $368M | $441M | 433 | May 15, 2026 |
| Q2 2026 | 171 | 118 | $852M | $542M | 456 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
456 filersNew position
70$213M+1.49M sh
Increased
101$639M+4.48M sh
Reduced
76-$438M-3.07M sh
Out / sold
42-$103M-723K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Wellington Management Group LLP | Reduce 37.67% | -$146M | $241M | 0.04% | Aug 14, 2026 |
| Junto Capital Management LP | New Buy | +$58.9M | $58.9M | 1.03% | Aug 14, 2026 |
| Azora Capital LP | New Buy | +$39.2M | $39.2M | 1.65% | Aug 14, 2026 |
| Congress Asset Management Co | Added 162.07% | +$35M | $56.6M | 0.35% | Jul 7, 2026 |
| Holocene Advisors, LP | Added 470.36% | +$30.9M | $37.5M | 0.08% | Aug 14, 2026 |
| Bessemer Group Inc | Reduce 72.27% | -$29M | $11.1M | 0.02% | Aug 12, 2026 |
| Aristotle Capital Boston, LLC | New Buy | +$25.9M | $25.9M | 1.74% | Aug 14, 2026 |
| Basswood Capital Management, L.L.C. | New Buy | +$20.6M | $20.6M | 0.82% | Aug 14, 2026 |
| Adage Capital Partners GP, L.L.C. | Sell 100% | -$18.1M | $0 | 0.00% | Aug 14, 2026 |
| Handelsbanken Fonder AB | Added 216.97% | +$17.3M | $25.2M | 0.07% | Jul 10, 2026 |
| Interval Partners, LP | Added 670.01% | +$14.4M | $16.5M | 0.43% | Aug 14, 2026 |
| FJ Capital Management LLC | Added 191.46% | +$12M | $18.2M | 2.36% | Aug 14, 2026 |
| Schroder Investment Management Group | Added 24.71% | +$11.3M | $57M | 0.04% | Aug 13, 2026 |
| Emerald Advisers, LLC | Added 29.26% | +$11.2M | $49.4M | 1.16% | Aug 5, 2026 |
| Emerald Mutual Fund Advisers Trust | Added 48.59% | +$11M | $33.6M | 1.18% | Aug 5, 2026 |
| SummitTX Capital, L.P. | New Buy | +$10.4M | $10.4M | 0.27% | Aug 14, 2026 |
| Vaughan Nelson Investment Management, L.P. | Added 23.54% | +$9.91M | $52M | 0.46% | Jul 16, 2026 |
| Kennedy Capital Management LLC | Added 126.01% | +$8.84M | $15.9M | 0.28% | Aug 14, 2026 |
| Jain Global LLC | Sell 100% | -$7.87M | $0 | 0.00% | Aug 14, 2026 |
| Swedbank AB | New Buy | +$7.42M | $7.42M | 0.01% | Jul 15, 2026 |
| Edgestream Partners, L.P. | Sell 100% | -$7.4M | $0 | 0.00% | Aug 11, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Added 3612.24% | +$7.16M | $7.36M | 0.01% | Aug 13, 2026 |
| UMB Bank, n.a. | Reduce 1.03% | -$6.94M | $667M | 8.45% | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$6.85M | $0 | 0.00% | Aug 3, 2026 |
| Palisade Capital Management, LP | New Buy | +$6.8M | $6.8M | 0.30% | Aug 14, 2026 |
| Channing Capital Management, LLC | New Buy | +$6.29M | $6.29M | 0.14% | Jul 29, 2026 |
| King Luther Capital Management Corp | Reduce 64.29% | -$5.42M | $3.01M | 0.01% | Aug 10, 2026 |
| Earnest Partners LLC | Reduce 2.77% | -$5.06M | $177M | 0.64% | Aug 13, 2026 |
| Nomura Asset Management International Inc. | New Buy | +$5.05M | $5.05M | 0.01% | Aug 14, 2026 |
| Ceredex Value Advisors LLC | Reduce 24.87% | -$4.67M | $14.1M | 0.40% | Aug 11, 2026 |
| Global Alpha Capital Management Ltd. | Added 4.76% | +$4.47M | $98.6M | 5.90% | Aug 13, 2026 |
| Natixis Advisors, LLC | Added 29.95% | +$4.46M | $19.3M | 0.02% | Aug 14, 2026 |
| William Blair Investment Management, LLC | Reduce 20.81% | -$3.97M | $15.1M | 0.05% | Aug 12, 2026 |
| Zacks Investment Management | New Buy | +$3.76M | $3.76M | 0.03% | Aug 13, 2026 |
| Triveni Capital Investments LP | Reduce 51.69% | -$3.76M | $3.51M | 4.19% | Aug 14, 2026 |
| Stieven Capital Advisors, L.P. | Reduce 10.81% | -$3.53M | $29.1M | 5.56% | Aug 14, 2026 |
| Moody Aldrich Partners LLC | New Buy | +$3.33M | $3.33M | 0.60% | Jul 15, 2026 |
| Susquehanna Fundamental Investments, LLC | Sell 100% | -$3.22M | $0 | 0.00% | Aug 14, 2026 |
| Allstate Corp | Reduce 90.32% | -$3.14M | $337K | 0.00% | Aug 13, 2026 |
| Bullseye Asset Management LLC | Sell 100% | -$2.82M | $0 | 0.00% | Aug 12, 2026 |
| Horizon Investments, LLC | Added 60.33% | +$2.59M | $6.88M | 0.08% | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | Sell 100% | -$2.59M | $0 | 0.00% | Aug 14, 2026 |
| Gator Capital Management, LLC | Reduce 10.96% | -$2.27M | $18.5M | 3.88% | Aug 13, 2026 |
| First Trust Advisors LP | Added 1.73% | +$2.23M | $131M | 0.08% | Aug 11, 2026 |
| New Age Alpha Advisors, LLC | New Buy | +$2.17M | $2.17M | 0.09% | Aug 13, 2026 |
| Rafferty Asset Management, LLC | Reduce 35.88% | -$2.15M | $3.84M | 0.01% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$1.99M | $1.99M | 0.03% | Aug 10, 2026 |
| Diversify Wealth Management, LLC | New Buy | +$1.99M | $1.99M | 0.03% | Jul 30, 2026 |
| Retirement Systems of Alabama | Reduce 15.62% | -$1.95M | $10.5M | 0.03% | Jul 28, 2026 |
| Massachusetts Financial Services Co | Added 3.92% | +$1.9M | $50.4M | 0.02% | Aug 3, 2026 |
| Vestmark Advisory Solutions, Inc. | New Buy | +$1.85M | $1.85M | 0.02% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Reduce 54.86% | -$1.73M | $1.42M | 0.00% | Aug 14, 2026 |
| Artemis Investment Management LLP | New Buy | +$1.52M | $1.52M | 0.01% | Jul 23, 2026 |
| Karl Kapital LLC | Reduce 16.52% | -$1.47M | $7.43M | 4.42% | Aug 14, 2026 |
| Virtus Advisers, LLC | New Buy | +$1.45M | $1.45M | 0.56% | Aug 11, 2026 |
| Boston Trust Walden Corp | Reduce 4.86% | -$1.44M | $28.3M | 0.22% | Jul 24, 2026 |
| Canada Pension Plan Investment Board | Added 388.46% | +$1.44M | $1.81M | 0.00% | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | New Buy | +$1.36M | $1.36M | 0.22% | Aug 14, 2026 |
| Fourthstone LLC | Sell 100% | -$1.18M | $0 | 0.00% | Aug 14, 2026 |
| Brant Point Investment Management LLC | Reduce 18.80% | -$1.16M | $5.03M | 0.62% | Aug 13, 2026 |
| Nordea Investment Management AB | New Buy | +$1.16M | $1.16M | 0.00% | Aug 5, 2026 |
| Systematic Financial Management LP | Reduce 2.01% | -$995K | $48.5M | 0.97% | Aug 14, 2026 |
| Neumeier Poma Investment Counsel LLC | Added 1.71% | +$984K | $58.6M | 4.02% | Aug 13, 2026 |
| Composition Wealth, LLC | New Buy | +$953K | $953K | 0.01% | Jul 22, 2026 |
| Old National Bancorp | Reduce 33.28% | -$857K | $1.72M | 0.03% | Jul 15, 2026 |
| Great Lakes Advisors, LLC | Reduce 28.62% | -$826K | $2.06M | 0.02% | Aug 10, 2026 |
| B. Metzler seel. Sohn & Co. AG | Added 14.69% | +$802K | $6.26M | 0.05% | Aug 11, 2026 |
| Fox Run Management, L.L.C. | Sell 100% | -$705K | $0 | 0.00% | Aug 4, 2026 |
| Inspire Investing, LLC | New Buy | +$592K | $592K | 0.02% | Aug 12, 2026 |
| Bayview Asset Management, LLC | Added 19.23% | +$576K | $3.57M | 0.72% | Aug 14, 2026 |
| Maltese Capital Management LLC | Reduce 9.99% | -$555K | $5M | 0.91% | Aug 14, 2026 |
| iSAM Funds (UK) Ltd | Sell 100% | -$548K | $0 | 0.00% | Aug 12, 2026 |
| Quantinno Capital Management LP | Added 13.22% | +$536K | $4.59M | 0.01% | Aug 13, 2026 |
| WCM Investment Management, LLC | Added 2.08% | +$527K | $25.9M | 0.05% | Aug 13, 2026 |
| FIL Ltd | Reduce 4.73% | -$514K | $10.4M | 0.01% | Aug 13, 2026 |
| Wedge Capital Management L L P | Reduce 9.40% | -$497K | $4.79M | 0.08% | Jul 10, 2026 |
| NFJ Investment Group, LLC | Added 1.06% | +$491K | $47M | 1.59% | Aug 11, 2026 |
| Picton Mahoney Asset Management | Reduce 15.87% | -$442K | $2.35M | 0.02% | Aug 13, 2026 |
| CenterBook Partners LP | Reduce 57.68% | -$429K | $315K | 0.02% | Aug 11, 2026 |
| Alliance Wealth Advisors, LLC | New Buy | +$422K | $422K | 0.08% | Jul 23, 2026 |
| Portside Wealth Group, LLC | New Buy | +$416K | $416K | 0.05% | Jul 14, 2026 |
| Vestcor Inc | Sell 100% | -$402K | $0 | 0.00% | Aug 11, 2026 |
| T. Rowe Price Investment Management, Inc. | Reduce 1.00% | -$397K | $39.2M | 0.03% | Aug 14, 2026 |
| Vontobel Holding Ltd. | Sell 100% | -$368K | $0 | 0.00% | Aug 3, 2026 |
| Thrivent Financial for Lutherans | Reduce 3.82% | -$352K | $8.87M | 0.01% | Aug 14, 2026 |
| Confluence Wealth Services, Inc. | New Buy | +$347K | $347K | 0.01% | Jul 22, 2026 |
| Gateway Investment Advisers LLC | New Buy | +$332K | $332K | 0.00% | Jul 20, 2026 |
| Persistent Asset Partners Ltd | Sell 100% | -$325K | $0 | 0.00% | Aug 7, 2026 |
| Vise Technologies, Inc. | New Buy | +$324K | $324K | 0.00% | Aug 11, 2026 |
| MQS Management LLC | Sell 100% | -$309K | $0 | 0.00% | Aug 7, 2026 |
| First National Advisers, LLC | Sell 100% | -$307K | $0 | 0.00% | Jul 21, 2026 |
| GTS Securities LLC | Reduce 59.60% | -$304K | $206K | 0.00% | Aug 14, 2026 |
| AlphaGrep UK Ltd | Sell 100% | -$304K | $0 | 0.00% | Aug 14, 2026 |
| WESPAC Advisors, LLC | New Buy | +$298K | $298K | 0.15% | Aug 10, 2026 |
| Evolve Private Wealth, LLC | New Buy | +$293K | $293K | 0.02% | Aug 12, 2026 |
| Accredited Investors Inc. | Reduce 24.15% | -$293K | $919K | 0.04% | Jul 21, 2026 |
| Vanguard Investments Australia, Ltd. | Reduce 10.13% | -$291K | $2.58M | 0.01% | Aug 13, 2026 |
| One Wealth Capital Management, LLC | New Buy | +$282K | $282K | 0.08% | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | Added 45.56% | +$275K | $880K | 0.00% | Jul 17, 2026 |
| Integrated Advisors Network LLC | Sell 100% | -$272K | $0 | 0.00% | Aug 11, 2026 |