# UMB FINL CORP (UMBF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UMBF/

- Reporting holders: 16
- Reported value: $57.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $47.5M | 365,186 | 0.3% | 29 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $3.6M | 27,532 | 0.7% | 7 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $1.8M | 14,161 | 0.0% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.8M | 13,703 | 0.0% | 14 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $1.2M | 9,166 | 0.1% | 32 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $413.4K | 3,180 | 0.1% | 7 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $380.1K | 2,924 | 0.2% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $268.7K | 2,067 | 0.0% | 12 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $194.0K | 1,492 | 0.0% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $170.4K | 1,311 | 0.0% | 16 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $112.5K | 865 | 0.0% | 2 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $107.4K | 826 | 0.0% | 7 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $87.1K | 670 | 0.0% | 4 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $79.3K | 610 | 0.0% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $12.7K | 98 | 0.0% | 21 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $910 | 7 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $57.7M |
| Q2 2026 | 486 | $11.3B |
| Q1 2026 | 451 | $7.9B |
| Q4 2025 | 411 | $8.2B |
| Q3 2025 | 406 | $8.2B |
| Q2 2025 | 409 | $7.3B |
| Q1 2025 | 413 | $6.8B |
| Q4 2024 | 355 | $5.8B |
| Q3 2024 | 325 | $5.3B |
| Q2 2024 | 293 | $4.1B |
| Q1 2024 | 272 | $3.8B |
| Q4 2023 | 260 | $3.6B |