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All holdings

UMB Financial

UMBF

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$11.2m
Combined value at quarter end
Last quarter
0 bought
0 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$142.76
+26.6% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+26.0%Q3 ’24
+7.4%Q4 ’24
-10.4%Q1 ’25
+4.0%Q2 ’25
+12.5%Q3 ’25
-2.8%Q4 ’25
-2.0%Q1 ’26
+26.6%Q2 ’26
Q3 ’24: +26.0%; Q4 ’24: +7.4%; Q1 ’25: -10.4%; Q2 ’25: +4.0%; Q3 ’25: +12.5%; Q4 ’25: -2.8%; Q1 ’26: -2.0%; Q2 ’26: +26.6%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
1Q3 ’24
1Q4 ’24
1Q1 ’25
1Q2 ’25
1Q3 ’25
1Q4 ’25
1Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 1; Q4 ’24: 1; Q1 ’25: 1; Q2 ’25: 1; Q3 ’25: 1; Q4 ’25: 1; Q1 ’26: 1; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes UMB Financial.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding UMB Financial
Third Avenue Management1.8%$11.2m$11.2mUnchanged53 qtrs

Download the holders: CSV · JSON · Markdown

About the company

Sector
Financials · National Commercial Banks
Incorporated in
Missouri
Financial year ends
31 December
Shares outstanding
76m at 27 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

UMB Financial revenue and net income by year
YearRevenueNet income
2025–$702m
2024–$441m
2023–$350m
2022–$432m
2021–$353m
2020–$287m
2015–$116m
2014–$121m
2013–$134m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold UMB Financial, from their latest N-PORT filings.

Funds holding UMB Financial
Third Avenue Small-Cap Value FundThird Avenue Management5.2%$11.4m31 Jul 2026