Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Umb Finl Corp (UMBF)

440 + Investors. Track Smart Money conviction in UMBF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — UMBF

Based on 446 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UMBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
446 hedge funds hold UMBF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

232 buying184 selling
Last quarter: 232 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new UMBF position: 53 → 53 → 53 → 76. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 28% medium ■ 20% new
236 out of 446 hedge funds have held UMBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

111 → 53 → 53 → 53 → 76 new funds/Q
New funds entering each quarter: 53 → 53 → 53 → 76. A growing number of institutions are discovering UMBF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 31% newcomers

■ 58% veterans ■ 11% 1-2yr ■ 31% new
Entry-cohort mix of 450 holders: 261 (58%) are 2+ year veterans, 51 entered 1–2 years ago, and 138 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
59 of 445 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in UMBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UMBF

In 2026 Q1, 232 hedge funds were net buyers of UMBF (76 opened a new position, 156 added to an existing one), while 184 reduced or exited (146 trimmed, 38 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in UMBF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 446.

Hedge Fund Ownership: UMBF

How many hedge funds hold UMBF — quarterly history vs. share price
Quarterly hedge fund ownership of UMBF vs. share price

Market Analysis: UMBF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UMBF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Umb Finl Corp (UMBF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UMBF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
UMBF
+20.0%
XLF
+8.0%

UMBF outperformed XLF by +12.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
UMBF
+8.6%
XLF
+4.4%

Since the filing became public, UMBF outperformed XLF by +4.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 5 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: UMBF
440 + Investors

Track Smart Money conviction in UMBF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 440 408 7.84%
13F Shares 69M 71M -2.0%
Total Value $7.58B $8.10B -6.45%
New Positions 72 53 +19
Increased Positions 156 123 +33
Closed Positions 40 42 -2
Reduced Positions 143 158 -15
Total Calls 4 2 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UMBF

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Institutional Holders (2026 Q1)

440 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UMBF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UMBF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 UMB Bank, n.a. 7.44% 4,723,573 $532.8M
2 Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 7.18% 170,440 $19.2M
3 Triveni Capital Investments LP 5.69% 50,932 $5.7M
4 Stieven Capital Advisors, L.P. 5.51% 228,789 $25.8M
5 Karl Kapital LLC 4.87% 62,314 $7.0M
6 Global Alpha Capital Management Ltd. 4.47% 658,982 $74.3M
7 Neumeier Poma Investment Counsel LLC 3.75% 403,907 $45.6M
8 Petiole USA ltd 3.36% 42,622 $4.8M
9 Gator Capital Management, LLC 3.35% 145,380 $16.4M
10 Elizabeth Park Capital Advisors, Ltd. 1.91% 22,002 $2.5M
11 Angel Oak Capital Advisors, LLC 1.70% 13,600 $1.5M
12 Third Avenue Management LLC 1.43% 78,245 $8.8M
13 Nfj Investment Group, LLC 1.39% 325,964 $36.8M
14 PMC FIG Opportunities LLC 1.27% 7,302 $824K
15 Paragon Capital Management LLC 1.08% 19,272 $2.2M
16 Friday Financial 1.01% 25,912 $2.9M
17 Emerald Advisers, LLC 0.95% 267,438 $30.2M
18 Bayview Asset Management, LLC 0.91% 20,968 $2.4M
19 Systematic Financial Management LP 0.90% 346,445 $39.1M
20 Emerald Mutual Fund Advisers Trust 0.87% 158,617 $17.9M
21 Maltese Capital Management LLC 0.86% 38,886 $4.4M
22 KERR FINANCIAL PLANNING Corp 0.80% 5,224 $655K
23 Brant Point Investment Management LLC 0.63% 43,394 $4.9M
24 Phocas Financial Corp. 0.60% 33,952 $3.8M
25 Earnest Partners LLC 0.59% 1,277,889 $144.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Umb Finl Corp (UMBF)

What does the Smart Money Trend signal show for UMBF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UMBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UMBF?

Slight buying edge — 56% buying: Last quarter: 232 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UMBF holders?

Elite ownership — 47% AUM from top-100 funds: 59 of 445 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in UMBF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UMBF?

53% of holders stayed for 2+ years: 236 out of 446 hedge funds have held UMBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Umb Finl Corp (UMBF) following the 2026 Q1 hedge fund 13F filings?

As of today, UMBF has moved +8.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of +4.2%. Since the quarter end (March 31, 2026), UMBF has gained +20.0% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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