UMBF β€” UMB Financial Corp.

Ownership history in THIRD AVENUE MANAGEMENT LLC  Β·  51 quarters on record

AI Ownership Summary

THIRD AVENUE MANAGEMENT LLC reported UMB Financial Corp. (UMBF) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.24% in 2024 Q4. The latest visible filing shows UMBF at 1.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UMBF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THIRD AVENUE MANAGEMENT LLC's position in UMB Financial Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UMBF was reported at 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.24% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How THIRD AVENUE MANAGEMENT LLC held UMBF β€” position size vs. price
% of Fund (quarterly)    UMBF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 78,245 -19,273 -19.8% 1.64% $9.0M 2026-02-14 (Est.) $128.28
2025 Q3 REDUCED 97,518 -5,245 -5.1% 2.17% $11.5M 2025-11-14 $107.58
2025 Q2 REDUCED 102,763 -33 -0.0% 2.23% $10.8M 2025-08-13 $115.42
2025 Q1 UNCHANGED 102,796 β€” 0% 2.08% $10.4M 2025-05-14 $105.22
2024 Q4 REDUCED 102,796 -8,100 -7.3% 2.24% $11.6M 2025-02-13 $110.50
2024 Q3 REDUCED 110,896 -38,388 -25.7% 1.91% $11.7M 2024-11-14 $120.22
2024 Q2 UNCHANGED 149,284 β€” 0% 2.14% $12.5M 2024-08-13 $92.53
2024 Q1 UNCHANGED 149,284 β€” 0% 2.07% $13.0M 2024-05-13 $81.26
2023 Q4 UNCHANGED 149,284 β€” 0% 2.05% $12.5M 2024-02-14 $77.22
42 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UMBF

As of 2026 Q1 β€” sorted by position size

Hilltop National Bank 0.02% Ares Financial Consulting, LLC 0.0%

FAQ About THIRD AVENUE MANAGEMENT LLC and UMBF

These are the practical questions this page is built to answer before you even open the full history table.

How long has THIRD AVENUE MANAGEMENT LLC reported owning UMBF?

THIRD AVENUE MANAGEMENT LLC reported UMBF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UMBF position in THIRD AVENUE MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for UMBF was 2.24% in 2024 Q4.

What is the latest reported UMBF position on this page?

The most recent filing on this page is 2025 Q4, when THIRD AVENUE MANAGEMENT LLC reported 78,245 shares, equal to 1.64% of portfolio, with an estimated market value of $9.0M.

What does the chart on this UMBF ownership page compare?

The chart compares THIRD AVENUE MANAGEMENT LLC's quarterly UMBF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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