Public record / Tickers / UMBF

UMBF — UMB FINANCIAL CORP

Both disclosure regimes on one name: who in Congress filed about UMBF, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming UMBF
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-14
filed 2025-05-14
13F holders
362
top-362 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas MacArthur · $15.0K–$50.0K

Sale · traded 2016-02-01 → filed 2016-03-03. Ranked over every UMBF row by the provable lower bound, never a point estimate.

No member disclosed UMBF in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UMBF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UMBF
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-05-14Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2024-06-08Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 05-22 +17d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 2023-12-20 +18d$1K–$15K
2016-03-03Thomas MacArthur R–NJ-3Sale · JT (jointly owned)Traded 02-01 +31d$15K–$50K
2016-02-06Thomas MacArthur R–NJ-3Purchase · JT (jointly owned)Traded 01-19 +18d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in UMBF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed UMBF in the trailing 12 months.

Congress ↔ notable managers · UMBF

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · UMB FINL CORP

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of UMBF for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$1.1B1
2UMB Bank, n.a.$533M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$467M1
4STATE STREET CORP$451M1
5VANGUARD CAPITAL MANAGEMENT LLC$350M1
6DIMENSIONAL FUND ADVISORS LP$328M1
7WELLINGTON MANAGEMENT GROUP LLP$305M1
8FMR LLC$273M1
9Allspring Global Investments Holdings, LLC$156M1
10AMERICAN CENTURY COMPANIES INC$152M1
11EARNEST PARTNERS LLC$144M1
12ALLIANCEBERNSTEIN L.P.$140M1
13CITADEL ADVISORS LLC$121M1
14MORGAN STANLEY$114M1
15VICTORY CAPITAL MANAGEMENT INC$110M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$109M1
17FIRST TRUST ADVISORS LP$101M1
18NORTHERN TRUST CORP$99.3M1
19PRINCIPAL FINANCIAL GROUP INC$80.4M1
20BANK OF AMERICA CORP /DE/$78.4M1
21Global Alpha Capital Management Ltd.$74.3M1
22Nuveen, LLC$74.0M1
23JOHNSON INVESTMENT COUNSEL INC$54.5M1
24VANGUARD FIDUCIARY TRUST CO$52.2M1
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/$38.3M1
26NFJ INVESTMENT GROUP, LLC$36.8M1
27FRANKLIN RESOURCES INC$35.4M1
28SCHRODER INVESTMENT MANAGEMENT GROUP$35.4M1
29UBS Group AG$33.0M1
30RAYMOND JAMES FINANCIAL INC$32.2M1
31Invesco Ltd.$30.9M1
32Qube Research & Technologies Ltd$30.1M1
33Fisher Asset Management, LLC$27.3M1
34Stieven Capital Advisors, L.P.$25.8M1
35ProShare Advisors LLC$24.3M1
36SEI INVESTMENTS CO$21.5M1
37AQR CAPITAL MANAGEMENT LLC$21.5M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$21.1M1
39WCM INVESTMENT MANAGEMENT, LLC$19.6M1
40FEDERATED HERMES, INC.$19.3M1
41Powszechne Towarzystwo Emerytalne Allianz Polska S.A.$19.2M1
42ADAGE CAPITAL PARTNERS GP, L.L.C.$18.1M1
43MILLENNIUM MANAGEMENT LLC$18.0M1
44Swiss National Bank$16.9M1
45Gator Capital Management, LLC$16.4M1
46WELLS FARGO & COMPANY/MN$15.6M1
47WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$15.1M1
48CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$15.0M1
49ENVESTNET ASSET MANAGEMENT INC$14.9M1
50Ceredex Value Advisors LLC$14.8M1
51STATE OF WISCONSIN INVESTMENT BOARD$13.1M1
52Creative Planning$11.9M1
53MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$11.0M1
54Legal & General Group Plc$11.0M1
55Retirement Systems of Alabama$9.9M1
56BARCLAYS PLC$9.1M1
57DEUTSCHE BANK AG\$9.1M1
58Squarepoint Ops LLC$8.7M1
59FIL Ltd$8.6M1
60VANGUARD ASSET MANAGEMENT, Ltd$7.9M1
61Jain Global LLC$7.9M1
62MANUFACTURERS LIFE INSURANCE COMPANY, THE$7.8M1
63Edgestream Partners, L.P.$7.4M1
64Karl Kapital LLC$7.0M1
65TWO SIGMA INVESTMENTS, LP$7.0M1
66JANE STREET GROUP, LLC$6.9M1
67Vest Financial, LLC$6.9M1
68RENAISSANCE TECHNOLOGIES LLC$6.7M1
69KING LUTHER CAPITAL MANAGEMENT CORP$6.7M1
70NICOLET BANKSHARES INC$6.3M1
71SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.1M1
72BROWN ADVISORY INC$6.0M1
73Triveni Capital Investments LP$5.7M1
74Freestone Grove Partners LP$5.7M1
75GHP Investment Advisors, Inc.$5.5M1
76Midwest Trust Co$5.5M1
77OSAIC HOLDINGS, INC.$5.4M1
78CITIGROUP INC$5.4M1
79Holocene Advisors, LP$5.2M1
80Point72 Asset Management, L.P.$5.1M1
81OPPENHEIMER ASSET MANAGEMENT INC.$5.0M1
82FJ Capital Management LLC$4.9M1
83BRANT POINT INVESTMENT MANAGEMENT LLC$4.9M1
84Petiole USA ltd$4.8M1
85Rafferty Asset Management, LLC$4.7M1
86MALTESE CAPITAL MANAGEMENT LLC$4.4M1
87B. Metzler seel. Sohn & Co. AG$4.3M1
88Vanguard Global Advisers, LLC$4.3M1
89PRUDENTIAL PLC$4.2M1
90LPL Financial LLC$4.0M1
91Mariner, LLC$4.0M1
92Verition Fund Management LLC$3.9M1
93Federation des caisses Desjardins du Quebec$3.9M1
94MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$3.8M1
95Phocas Financial Corp.$3.8M1
96ExodusPoint Capital Management, LP$3.8M1
97Janus Henderson Group Ltd.$3.7M1
98Universal- Beteiligungs- und Servicegesellschaft mbH$3.5M1
99FIFTH THIRD BANCORP$3.4M1
100COMMERCE BANK$3.3M1
101Brevan Howard Capital Management LP$3.2M1
102SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$3.2M1
103Quantinno Capital Management LP$3.2M1
104Zurcher Kantonalbank (Zurich Cantonalbank)$3.2M1
105Focus Partners Advisor Solutions, LLC$3.2M1
106Friday Financial$2.9M1
107D. E. Shaw & Co., Inc.$2.8M1
108Pathstone Holdings, LLC$2.7M1
109Cerity Partners LLC$2.6M1
110Susquehanna Portfolio Strategies, LLC$2.6M1
111Ensign Peak Advisors, Inc$2.5M1
112Elizabeth Park Capital Advisors, Ltd.$2.5M1
113GUGGENHEIM CAPITAL LLC$2.4M1
114STIFEL FINANCIAL CORP$2.4M1
115Bayview Asset Management, LLC$2.4M1
116Arizona State Retirement System$2.4M1
117State of New Jersey Common Pension Fund D$2.3M1
118Allianz Asset Management GmbH$2.3M1
119Vanguard Investments Australia, Ltd.$2.3M1
120BOOTHBAY FUND MANAGEMENT, LLC$2.3M1
121PICTON MAHONEY ASSET MANAGEMENT$2.2M1
122FIRST NATIONAL BANK OF OMAHA$2.2M1
123Paragon Capital Management LLC$2.2M1
124Ameritas Investment Partners, Inc.$2.2M1
125ROYAL BANK OF CANADA$2.1M1
126OLD NATIONAL BANCORP /IN/$2.0M1
127COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$2.0M1
128QUADRANT CAPITAL GROUP LLC$2.0M1
129INTECH INVESTMENT MANAGEMENT LLC$2.0M1
130STATE OF MICHIGAN RETIREMENT SYSTEM$1.9M1
131Y-Intercept (Hong Kong) Ltd$1.9M1
132NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.8M1
133Atria Investments, Inc$1.7M1
134Interval Partners, LP$1.7M1
135OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.6M1
136CWM, LLC$1.6M1
137PRUDENTIAL FINANCIAL INC$1.6M1
138US BANCORP \DE\$1.5M1
139Angel Oak Capital Advisors, LLC$1.5M1
140HSBC HOLDINGS PLC$1.5M1
141Orion Porfolio Solutions, LLC$1.4M1
142Steele Capital Management, Inc.$1.4M1
143VOYA INVESTMENT MANAGEMENT LLC$1.4M1
144Pictet Asset Management Holding SA$1.4M1
145Vanguard Personalized Indexing Management, LLC$1.4M1
146Cetera Investment Advisers$1.3M1
147HANCOCK WHITNEY CORP$1.3M1
148BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.2M1
149SJS Investment Consulting Inc.$1.2M1
150ATWOOD & PALMER INC$1.2M1
151Fourthstone LLC$1.2M1
152NewEdge Advisors, LLC$1.2M1
153XPONANCE LLC$1.2M1
154O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.2M1
155STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.1M1
156IEQ CAPITAL, LLC$1.0M1
157Accredited Investors Inc.$957K1
158IHT Wealth Management, LLC$945K1
159CHOREO, LLC$944K1
160TRUIST FINANCIAL CORP$913K1
161Focus Partners Wealth$878K1
162Envestnet Portfolio Solutions, Inc.$863K1
163BANK OF MONTREAL /CAN/$857K1
164TEACHER RETIREMENT SYSTEM OF TEXAS$838K1
165Gallagher Fiduciary Advisors, LLC$838K1
166KAVAR CAPITAL PARTNERS GROUP, LLC$835K1
167PMC FIG Opportunities LLC$824K1
168FIRST CITIZENS BANK & TRUST CO$820K1
169CIBC Bancorp USA Inc.$790K1
170M&T BANK CORP$770K1
171Gerber Kawasaki Wealth & Investment Management$765K1
172Brooklyn Investment Group$750K1
173MARTINGALE ASSET MANAGEMENT L P$734K1
174Cambria Investment Management, L.P.$707K1
175FOX RUN MANAGEMENT, L.L.C.$705K1
176FIDUCIARY TRUST CO$701K1
177Man Group plc$698K1
178&PARTNERS$665K1
179KERR FINANCIAL PLANNING Corp$655K1
180HighTower Advisors, LLC$621K1
181EP Wealth Advisors, LLC$600K1
182SECURIAN ASSET MANAGEMENT, INC$594K1
183CenterBook Partners LP$588K1
184BALYASNY ASSET MANAGEMENT L.P.$577K1
185EVERGREEN CAPITAL MANAGEMENT LLC$575K1
186KEYBANK NATIONAL ASSOCIATION/OH$572K1
187Whelan Financial$565K1
188FAS Wealth Partners, Inc.$560K1
189Swiss Life Asset Management Ltd$554K1
190KLCM Advisors, Inc.$550K1
191iSAM Funds (UK) Ltd$548K1
192WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$513K1
193ALPS ADVISORS INC$506K1
194Merit Financial Group, LLC$491K1
195WealthPlan Investment Management, LLC$482K1
196Stembrook Asset Management, LLC$482K1
197SIGNATUREFD, LLC$479K1
198Sequoia Financial Advisors, LLC$478K1
199FARMERS & MERCHANTS INVESTMENTS INC$458K1
200JONES FINANCIAL COMPANIES LLLP$455K1
201Amundi$454K1
202COMMONWEALTH EQUITY SERVICES, LLC$444K1
203L. Roy Papp & Associates, LLP$440K1
204Tower Research Capital LLC (TRC)$430K1
205N.E.W. Advisory Services LLC$430K1
206SPIREPOINT PRIVATE CLIENT, LLC$423K1
207Whalen Wealth Management Inc.$422K1
208Abel Hall, LLC$406K1
209GTS SECURITIES LLC$403K1
210Rockefeller Capital Management L.P.$392K1
211PROFUND ADVISORS LLC$391K1
212Concurrent Investment Advisors, LLC$388K1
213Koesten, Hirschmann & Crabtree, INC.$382K1
214Vontobel Holding Ltd.$368K1
215OPPENHEIMER & CO INC$368K1
216Douglass Winthrop Advisors, LLC$367K1
217LexAurum Advisors, LLC$354K1
218MERCER GLOBAL ADVISORS INC /ADV$349K1
219Steward Partners Investment Advisory, LLC$349K1
220FLYWHEEL PRIVATE WEALTH LLC$338K1
221UNITED CAPITAL FINANCIAL ADVISORS, LLC$330K1
222Avantax Planning Partners, Inc.$329K1
223Persistent Asset Partners Ltd$325K1
224ELEVATION POINT WEALTH PARTNERS, LLC$324K1
225Ashton Thomas Private Wealth, LLC$322K1
226High Net Worth Advisory Group LLC$316K1
227MQS Management LLC$309K1
228Savant Capital, LLC$308K1
229First National Advisers, LLC$307K1
230Connor, Clark & Lunn Investment Management Ltd.$304K1
231Aprio Wealth Management, LLC$302K1
232ASSETMARK, INC$300K1
233CANADA PENSION PLAN INVESTMENT BOARD$293K1
234COLDSTREAM CAPITAL MANAGEMENT INC$289K1
235XTX Topco Ltd$289K1
236Moors & Cabot, Inc.$287K1
237PCM Encore, LLC$278K1
238MML INVESTORS SERVICES, LLC$278K1
239RMG Wealth Management LLC$275K1
240SHELTON CAPITAL MANAGEMENT$272K1
241Integrated Advisors Network LLC$272K1
242GREENLEAF TRUST$270K1
243Keating Financial Advisory Services, Inc.$268K1
244Beacon Pointe Advisors, LLC$264K1
245MACKENZIE FINANCIAL CORP$263K1
246OneDigital Investment Advisors LLC$259K1
247CTC Alternative Strategies, Ltd.$259K1
248Sanctuary Advisors, LLC$259K1
249CIBC Asset Management Inc$257K1
250First Affirmative Financial Network$256K1
2511832 Asset Management L.P.$256K1
252Equitable Holdings, Inc.$245K1
253Aptus Capital Advisors, LLC$243K1
254WINTON GROUP Ltd$239K1
255ETF Store, Inc.$232K1
256EXCHANGE TRADED CONCEPTS, LLC$232K1
257REGIONS FINANCIAL CORP$229K1
258PANAGORA ASSET MANAGEMENT INC$229K1
259GUARDIAN WEALTH ADVISORS, LLC / NC$228K1
260RITHOLTZ WEALTH MANAGEMENT$225K1
261Bridgewealth Advisory Group, LLC$219K1
262PINNEY & SCOFIELD, INC.$208K1
263JNBA Financial Advisors$208K1
264LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$201K1
265Elevated Capital Advisors, LLC$188K1
266State of Wyoming$172K1
267Acropolis Investment Management, LLC$167K1
268BNP Paribas Asset Management Holding S.A.$157K1
269MAI Capital Management$144K1
270Allworth Financial LP$128K1
271Hilltop National Bank$104K1
272NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$97.2K1
273Smartleaf Asset Management LLC$96.7K1
274Marquette Asset Management, LLC$93.2K1
275Clarity Asset Management, Inc.$73.4K1
276Eurizon Capital SGR S.p.A.$71.0K1
277Pinnacle Wealth Planning Services, Inc.$65.5K1
278Kemnay Advisory Services Inc.$42.9K1
279Hilton Head Capital Partners, LLC$41.2K1
280NOMURA ASSET MANAGEMENT CO LTD$33.8K1
281Wellington Grp LLC$33.7K1
282Bayforest Capital Ltd$33.5K1
283Mitsubishi UFJ Asset Management Co., Ltd.$30.0K1
284SIMPLEX TRADING, LLC$29.6K1
285Axiom Investment Management LLC$28.2K1
286Arax Advisory Partners$27.7K1
287CENTRAL TRUST Co$26.8K1
288MBM WEALTH CONSULTANTS, LLC$26.1K1
289Fairman Group, LLC$25.6K1
290Optiver Holding B.V.$25.5K1
291Acumen Wealth Advisors, LLC$17.9K1
292Larson Financial Group LLC$16.8K1
293Accent Capital Management, LLC$16.3K1
294Aquatic Capital Management LLC$12.5K1
295NATIXIS ADVISORS, LLC$11.8K1
296CVA Family Office, LLC$11.5K1
297Blue Trust, Inc.$9.2K1
298JFS WEALTH ADVISORS, LLC$8.8K1
299THRIVENT FINANCIAL FOR LUTHERANS$7.3K1
300Key FInancial Inc$7.1K1
301Quarry LP$5.6K1
302CANADA LIFE ASSURANCE Co$4.7K1
303Manchester Capital Management LLC$4.1K1
304Salomon & Ludwin, LLC$4.0K1
305Private Wealth Management Group, LLC$2.7K1
306JPL Wealth Management, LLC$2.6K1
307Parkside Financial Bank & Trust$2.5K1
308Bell Investment Advisors, Inc$2.5K1
309Sachetta, LLC$2.4K1
310WPG Advisers, LLC$2.1K1
311ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.9K1
312TD Capital Management LLC$1.9K1
313Spire Wealth Management$1.8K1
314True Wealth Design, LLC$1.6K1
315DiNuzzo Private Wealth, Inc.$1.5K1
316Physician Wealth Advisors, Inc.$1.4K1
317Rialto Wealth Management, LLC$1.4K1
318Annis Gardner Whiting Capital Advisors, LLC$1.2K1
319Clearstead Advisors, LLC$1.1K1
320State of Alaska, Department of Revenue$8041
321Vermillion Wealth Management, Inc.$5641
322Rakuten Securities, Inc.$5641
323HFM Investment Advisors, LLC$5641
324Prestige Wealth Management Group LLC$4531
325PARK AVENUE SECURITIES LLC$4411
326Vestcor Inc$4021
327KBC Group NV$2881
328TFC Financial Management, Inc.$1131
329Valued Wealth Advisors LLC$91
330Capital Advisors, Ltd. LLC$21
331Avion Wealth$21
332Activest Wealth Management$01
333VANGUARD GROUP INC$01
334HARBOUR INVESTMENTS, INC.$01
335COMERICA BANK$01
336CIBC WORLD MARKETS CORP$01
337BASSWOOD CAPITAL MANAGEMENT, L.L.C.$01
338NATIXIS$01
339CIBC Private Wealth Group LLC$01
340NORGES BANK$01
341MidWestOne Financial Group, Inc.$01
342TWO SIGMA SECURITIES, LLC$01
343B. Riley Wealth Advisors, Inc.$01
344HRT FINANCIAL LP$01
345DRW Securities, LLC$01
346McIlrath & Eck, LLC$01
347Verdence Capital Advisors LLC$01
348DV Trading LLC$01
349Global Retirement Partners, LLC$01
350HHM Wealth Advisors, LLC$01
351Kestra Advisory Services, LLC$01
352AlphaQuest LLC$01
353Forum Financial Management, LP$01
354SageView Advisory Group, LLC$01
355Dunhill Financial, LLC$01
356Caitong International Asset Management Co., Ltd$01
357Nemes Rush Group LLC$01
358Turning Point Benefit Group, Inc.$01
359Optimize Financial Inc$01
360Fieldview Capital Management, LLC$01
361Wealth Watch Advisors, INC$01
362Aster Capital Management (DIFC) Ltd$01
Truncated by Public Filings. The published aggregate ranks the top 362 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on UMBF

RETAINED WINDOW · ACTIVE HITS

Zero hits on UMBF in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for UMBF · financials and macro

Financials — as filed PLANNED

UMBF's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: UMBF on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing