Umb Financial Corp
UMBFFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Umb Financial Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 10, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 2026-03-31 | 21,692 | $2.45M | SEC filing |
| MAI Capital Management | 2026-03-31 | 1,278 | $144K | SEC filing |
| CHOREO, LLC | 2026-03-31 | 8,337 | $944K | SEC filing |
| Sachetta, LLC | 2026-03-31 | 21 | $2.37K | SEC filing |
| KING LUTHER CAPITAL MANAGEMENT CORP | 2026-03-31 | 59,066 | $6.66M | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 19,936 | $2.25M | SEC filing |
| Elevated Capital Advisors, LLC | 2026-03-31 | 1,667 | $188K | SEC filing |
| Physician Wealth Advisors, Inc. | 2026-03-31 | 12 | $1.35K | SEC filing |
| Amundi | 2026-03-31 | 4,027 | $454K | SEC filing |
| High Net Worth Advisory Group LLC | 2026-03-31 | 2,802 | $316K | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 310,883 | $34.2M | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 8,236 | $929K | SEC filing |
| CIBC Bancorp USA Inc. | 2026-03-31 | 7,007 | $790K | SEC filing |
| Axiom Investment Management LLC | 2026-03-31 | 250 | $28.2K | SEC filing |
| CenterBook Partners LP | 2026-03-31 | 5,215 | $588K | SEC filing |
| PRIVATE TRUST CO NA | 2026-03-31 | 73 | $8.23K | SEC filing |
| IHT Wealth Management, LLC | 2026-03-31 | 8,379 | $945K | SEC filing |
| City State Bank | 2026-03-31 | 300 | $33.8K | SEC filing |
| Capital Advisors, Ltd. LLC | 2026-03-31 | 15 | Not shown | SEC filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2026-03-31 | 186,932 | $21.1M | SEC filing |
- Each value is checked against Umb Financial Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Umb Financial Corp's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Umb Financial Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-02-02 · KEMPER J MARINER: Larger than 33 of the 35 other insider sales of Common Stock on file. SEC filing
- 2026-02-02 · KEMPER J MARINER: Larger than 32 of the 35 other insider sales of Common Stock on file. SEC filing
- 2025-12-08 · KEMPER J MARINER: Larger than 34 of the 35 other insider sales of Common Stock on file. SEC filing
- 2025-11-03 · GRAVES GREG M: Larger than all 9 other insider purchases of Common Stock on file. SEC filing
- 2025-08-13 · KEMPER J MARINER: Larger than all 35 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
- 2026-02-02–2026-02-02: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-11-03–2025-11-03: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-09-02–2025-09-02: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-08-01–2025-08-01: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-03-03–2025-03-03: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-10 | Wilson Uma · Executive Vice President | Common Stock | S — Open market or private sale | −922 | 133.05 | SEC filing |
| 2026-06-10 | Gallagher Kevin Charles · Director | Common Stock | S — Open market or private sale | −381 | 132.88 | SEC filing |
| 2026-06-09 | Rine James D · President | Common Stock | S — Open market or private sale | −1,074 | 133.22 | SEC filing |
| 2026-06-09 | Rine James D · President | Common Stock | S — Open market or private sale | −7,172 | 132.49 | SEC filing |
| 2026-02-03 | Gallagher Kevin Charles · Director | Common Stock | S — Open market or private sale | −388 | 129.30 | SEC filing |
| 2026-02-02 | GRAVES GREG M · Director | Common Stock | P — Open market or private purchase | +220 | 127.84 | SEC filing |
| 2026-02-02 | Peterman Tamara · Director | Common Stock | P — Open market or private purchase | +154 | 127.84 | SEC filing |
| 2026-02-02 | KEMPER J MARINER · Chairman and CEO | Common Stock | S — Open market or private sale | −3,500 | 129.06 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-10 | Wilson Uma · Executive Vice President | Stock Option (Right to Buy) | M — Exercise or conversion of derivative security | −922 | SEC filing |
| 2026-06-10 | Wilson Uma · Executive Vice President | Common Stock | M — Exercise or conversion of derivative security | +922 | SEC filing |
| 2026-05-01 | BEERY ROBIN C · Director | Common Stock | A — Grant, award, or other acquisition | +116 | SEC filing |
| 2026-05-01 | Gordon Lansford E. · Director | Common Stock | A — Grant, award, or other acquisition | +116 | SEC filing |
| 2026-05-01 | Gallagher Kevin Charles · Director | Common Stock | A — Grant, award, or other acquisition | +116 | SEC filing |
| 2026-05-01 | GRAVES GREG M · Director | Common Stock | A — Grant, award, or other acquisition | +116 | SEC filing |
| 2026-05-01 | ROBBINS KRIS A · Director | Common Stock | A — Grant, award, or other acquisition | +116 | SEC filing |
| 2026-05-01 | Murphy Timothy R. · Director | Common Stock | A — Grant, award, or other acquisition | +116 | SEC filing |
Showing 8 of 29 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.