9 institutions reported holding $59.6M of UMB FINL CORP COM (UMBF) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONGRESS ASSET MANAGEMENT CO ($56.6M), ATWOOD & PALMER INC ($1.3M), KERR FINANCIAL PLANNING Corp ($745,747), TRUST POINT INC. ($312,787), GAMMA Investing LLC ($254,541). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $56.6M | 396,647 | Added |
| 2 | ATWOOD & PALMER INC | $1.3M | 9,166 | Trimmed |
| 3 | KERR FINANCIAL PLANNING Corp | $745,747 | 5,224 | Hold |
| 4 | TRUST POINT INC. | $312,787 | 2,191 | Trimmed |
| 5 | GAMMA Investing LLC | $254,541 | 1,783 | Added |
| 6 | Versant Capital Management, Inc | $185,302 | 1,298 | Added |
| 7 | Hilltop National Bank | $131,339 | 920 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $17,702 | 124 | Trimmed |
| 9 | FNY Investment Advisers, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30