UMB FINL CORP (UMBF)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $47.5M | 365,186 | 0.31% | 29q | -7.9%-$4.1M |
| Friday Financial | $3.6M | 27,532 | 0.71% | 7q | HELD |
| Artemis Investment Management LLP | $1.8M | 14,161 | 0.02% | 2q | +33.1%+$458.3K |
| Farther Finance Advisors, LLC | $1.8M | 13,703 | 0.01% | 14q | +1.2%+$21.2K |
| ATWOOD & PALMER INC | $1.2M | 9,166 | 0.06% | 32q | HELD |
| FIRST COMMUNITY TRUST NA | $413.4K | 3,180 | 0.14% | 7q | HELD |
| Whalen Wealth Management Inc. | $380.1K | 2,924 | 0.16% | 3q | -16.7%-$76.4K |
| GAMMA Investing LLC | $268.7K | 2,067 | 0.01% | 12q | +15.9%+$36.9K |
| Acropolis Investment Management, LLC | $194.0K | 1,492 | 0.01% | 3q | -49.8%-$192.7K |
| Versant Capital Management, Inc | $170.4K | 1,311 | 0.01% | 16q | +1.0%+$1.7K |
| GoalVest Advisory LLC | $112.5K | 865 | 0.02% | 2q | -5.5%-$6.5K |
| Marquette Asset Management, LLC | $107.4K | 826 | 0.01% | 7q | HELD |
| Trust Co | $87.1K | 670 | 0.01% | 4q | HELD |
| GK Wealth Management LLC | $79.3K | 610 | 0.04% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $12.7K | 98 | 0.00% | 21q | -21.0%-$3.4K |
| Planning Strategies Inc. | $910 | 7 | 0.00% | 2q | +16.7% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-04 | KEMPER J MARINER | Chairman and CEO | Sold | 15,062 | $2.2M |
| 2026-06-09 | Rine James D | President | Sold | 8,246 | $1.1M ×2 |
| 2026-08-17 | Terry Thomas S | Chief Credit Officer | Sold | 5,713 | $867.1K |
| 2026-08-03 | KEMPER J MARINER | Chairman and CEO | Sold | 4,200 | $618.5K |
| 2026-08-04 | Wilson Uma | Executive Vice President | Sold | 4,145 | $613.5K |
| 2026-08-17 | Shankar Ram | Chief Financial Officer | Sold | 2,000 | $303.2K |
| 2026-08-04 | Newton Nikki Farentino | President, Private Wealth Mgmt | Sold | 2,000 | $297.2K ×2 |
| 2026-07-31 | Beaird Robert Brian | Chief Human Resource Officer | Sold | 1,600 | $231.0K |
| 2026-08-06 | Murphy Susan G | Director | Sold | 1,377 | $200.4K ×2 |
| 2026-06-10 | Wilson Uma | Executive Vice President | Sold | 922 | $122.7K |
| 2026-08-04 | Mason Phillip James | President, Inst. Banking | Sold | 800 | $117.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 16 | $57.7M | 443,798 | 1 | 5 | 5 | 0.0% |
| Q2 2026 | 486 | $11.3B | 79,143,076 | 82 | 165 | 133 | 0.0% |
| Q1 2026 | 451 | $7.9B | 70,082,312 | 69 | 145 | 140 | 0.1% |
| Q4 2025 | 411 | $8.2B | 71,230,471 | 33 | 115 | 152 | 0.0% |
| Q3 2025 | 406 | $8.2B | 69,530,733 | 50 | 147 | 112 | 0.0% |
| Q2 2025 | 409 | $7.3B | 68,914,596 | 45 | 135 | 140 | 0.0% |
| Q1 2025 | 413 | $6.8B | 67,241,141 | 108 | 188 | 69 | 0.0% |
| Q4 2024 | 355 | $5.8B | 51,175,215 | 42 | 125 | 108 | 0.0% |
| Q3 2024 | 325 | $5.3B | 50,332,781 | 61 | 94 | 107 | 0.0% |
| Q2 2024 | 293 | $4.1B | 49,545,426 | 49 | 108 | 77 | 0.0% |
| Q1 2024 | 272 | $3.8B | 43,409,386 | 38 | 74 | 88 | 0.0% |
| Q4 2023 | 260 | $3.6B | 43,396,604 | 34 | 88 | 81 | 0.0% |
| Q3 2023 | 244 | $2.7B | 43,359,198 | 37 | 71 | 85 | 0.0% |
| Q2 2023 | 226 | $2.7B | 45,078,514 | 29 | 75 | 85 | 0.0% |
| Q1 2023 | 262 | $2.5B | 43,043,250 | 49 | 103 | 73 | 0.3% |
| Q4 2022 | 264 | $3.6B | 42,759,636 | 25 | 95 | 92 | 0.0% |
| Q3 2022 | 270 | $3.6B | 42,721,561 | 30 | 100 | 79 | 0.0% |
| Q2 2022 | 259 | $3.7B | 42,982,464 | 33 | 79 | 83 | 0.0% |
| Q1 2022 | 252 | $4.1B | 42,700,719 | 28 | 72 | 97 | 0.0% |
| Q4 2021 | 255 | $4.5B | 42,502,047 | 23 | 82 | 77 | 0.0% |
| Q3 2021 | 239 | $4.0B | 41,050,170 | 24 | 60 | 104 | 0.0% |
| Q2 2021 | 233 | $3.9B | 41,475,593 | 20 | 67 | 91 | 0.0% |
| Q1 2021 | 231 | $3.8B | 41,041,670 | 30 | 64 | 96 | 0.0% |
| Q4 2020 | 231 | $2.8B | 40,670,482 | 33 | 59 | 91 | 0.0% |
| Q3 2020 | 216 | $2.0B | 40,830,929 | 19 | 75 | 73 | 0.0% |
| Q2 2020 | 221 | $2.1B | 41,091,128 | 33 | 71 | 83 | 0.1% |
| Q1 2020 | 211 | $2.0B | 42,641,646 | 13 | 83 | 68 | 0.0% |
| Q4 2019 | 235 | $2.9B | 42,875,654 | 20 | 73 | 74 | 0.1% |
| Q3 2019 | 232 | $2.7B | 42,530,821 | 16 | 75 | 79 | 0.0% |
| Q2 2019 | 241 | $2.8B | 42,576,713 | 46 | 59 | 69 | 0.0% |
| Q1 2019 | 214 | $2.8B | 43,421,372 | 17 | 68 | 81 | 0.0% |
| Q4 2018 | 221 | $2.8B | 45,213,257 | 1 | 3 | 5 | 0.0% |