Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Umb Finl Corp (UMBF)

477 + 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
↑ +34
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — UMBF

Based on 483 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
483 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 — +19% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

266 buying195 selling
Last quarter: 266 funds bought or added vs 195 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 (+12 vs last Q)

new funds entering per quarter
Funds opening a new UMBF position: 53 → 53 → 77 → 89. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 25% new
245 out of 483 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.
🚀

Acceleration phase — new buyers rushing in

55 → 53 → 53 → 77 → 89 new funds/Q
New funds entering each quarter: 53 → 53 → 77 → 89. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 54% veterans vs 30% newcomers

■ 54% veterans ■ 16% 1-2yr ■ 30% new
Entry-cohort mix of 486 holders: 263 (54%) are 2+ year veterans, 79 entered 1–2 years ago, and 144 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
64 of 483 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q2, 266 hedge funds were net buyers of UMBF (89 opened a new position, 177 added to an existing one), while 195 reduced or exited (140 trimmed, 55 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in UMBF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 483.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 7 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: UMBF
477 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 477 449 6.24%
13F Shares 73M 70M 3.51%
Total Value $10.04B $7.66B 30.94%
New Positions 85 77 +8
Increased Positions 173 158 +15
Closed Positions 57 37 +20
Reduced Positions 140 145 -5
Total Calls 3 4 -25.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UMBF

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Institutional Holders (2026 Q2)

477 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 UMB Bank, n.a. 8.45% 4,674,963 $667.4M
2 Powszechne Towarzystwo Emerytalne Allianz Polska S.A. 8.21% 170,440 $24.3M
3 Global Alpha Capital Management Ltd. 5.90% 690,325 $98.6M
4 Stieven Capital Advisors, L.P. 5.56% 204,065 $29.1M
5 Karl Kapital LLC 4.42% 52,019 $7.4M
6 Petiole USA ltd 4.37% 42,622 $6.1M
7 Triveni Capital Investments LP 4.19% 24,607 $3.5M
8 Neumeier Poma Investment Counsel LLC 4.02% 410,797 $58.6M
9 Gator Capital Management, LLC 3.88% 129,450 $18.5M
10 Angel Oak Capital Advisors, LLC 2.45% 13,600 $1.9M
11 FJ Capital Management LLC 2.36% 127,486 $18.2M
12 Elizabeth Park Capital Advisors, Ltd. 2.17% 22,002 $3.1M
13 Third Avenue Management LLC 1.79% 78,245 $11.2M
14 Aristotle Capital Boston, LLC 1.74% 181,329 $25.9M
15 Azora Capital LP 1.65% 274,871 $39.2M
16 Nfj Investment Group, LLC 1.59% 329,404 $47.0M
17 Paragon Capital Management LLC 1.27% 19,272 $2.8M
18 Emerald Mutual Fund Advisers Trust 1.18% 235,696 $33.6M
19 Emerald Advisers, LLC 1.16% 345,687 $49.4M
20 Friday Financial 1.07% 27,445 $4.0M
21 Junto Capital Management LP 1.03% 412,747 $58.9M
22 Systematic Financial Management LP 0.97% 339,475 $48.5M
23 Maltese Capital Management LLC 0.91% 35,000 $5.0M
24 KERR FINANCIAL PLANNING Corp 0.83% 5,224 $746K
25 Basswood Capital Management, L.L.C. 0.82% 144,257 $20.6M
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 — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 266 funds bought or added vs 195 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 — 61% AUM from top-100 funds: 64 of 483 holders are among the 100 largest funds by AUM, controlling 61% 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?

51% of holders stayed for 2+ years: 245 out of 483 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.

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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