UMB Financial Corporation
US ˙ NasdaqGS ˙ US9027881088

SecurityUMBF / UMB Financial Corporation
InstitutionCitigroup Inc
Latest Disclosed Ownership47,885 shares
Latest Disclosed Value $ 5,400,949
Citigroup Inc reports 22.67% decrease in ownership of UMBF / UMB Financial Corporation

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 47,885 shares of UMB Financial Corporation (US:UMBF) valued at $5,400,949 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 61,925 shares of UMB Financial Corporation. This represents a change in shares of -22.67% during the quarter. The current value of the position is $6,050,270 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F UMB FINL COM 902788108 47,885 -14,040 -22.67 5,401 -24.19 0.0023
2026-02-13 2025-12-31 13F UMB FINL COM 902788108 61,925 1,462 2.42 7,124 -0.45 0.0031
2025-11-10 2025-09-30 13F UMB FINL COM 902788108 60,463 -28,466 -32.01 7,156 -23.48 0.0032
2025-08-11 2025-06-30 13F UMB FINL COM 902788108 88,929 -16,960 -16.02 9,352 -12.65 0.0046
2025-05-12 2025-03-31 13F UMB FINL COM 902788108 105,889 11,792 12.53 10,705 0.81 0.0055
2025-02-12 2024-12-31 13F UMB FINL COM 902788108 94,097 7,988 9.28 10,620 17.34 0.0063
2024-11-12 2024-09-30 13F UMB FINL COM 902788108 86,109 19,108 28.52 9,051 61.93 0.0052
2024-08-12 2024-06-30 13F UMB FINL COM 902788108 67,001 11,229 20.13 5,589 15.21 0.0036
2024-05-10 2024-03-31 13F UMB FINL COM 902788108 55,772 4,638 9.07 4,852 13.55 0.0032
2024-02-09 2023-12-31 13F UMB FINL COM 902788108 51,134 24,769 93.95 4,272 161.28 0.0030
2023-12-06 2023-09-30 13F/A-1 UMB FINL COM 902788108 26,365 -30,163 -53.36 1,636 -52.50 0.0012
2023-11-09 2023-09-30 13F UMB FINL COM 902788108 26,365 -30,163 1,636 0.0005
2023-08-10 2023-06-30 13F UMB FINL COM 902788108 56,528 51,627 1,053.40 3,443 1,120.57 0.0023
2023-05-11 2023-03-31 13F UMB FINL COM 902788108 4,901 -9,944 -66.99 283 -77.24 0.0002
2023-02-09 2022-12-31 13F UMB FINL COM 902788108 14,845 4,051 37.53 1,240 36.15 0.0010
2022-11-10 2022-09-30 13F UMB FINL COM 902788108 10,794 4,683 76.63 910 73.00 0.0007
2022-08-10 2022-06-30 13F UMB FINL COM 902788108 6,111 270 4.62 526 -7.23 0.0004
2022-05-12 2022-03-31 13F UMB FINL COM 902788108 5,841 -9,610 -62.20 567 -65.43 0.0003
2022-02-10 2021-12-31 13F UMB FINL COM 902788108 15,451 -11,442 -42.55 1,640 -36.92 0.0009
2021-11-10 2021-09-30 13F UMB FINL COM 902788108 26,893 -581 -2.11 2,600 1.72 0.0015
2021-08-10 2021-06-30 13F UMB FINL COM 902788108 27,474 2,651 10.68 2,556 11.52 0.0015
2021-05-13 2021-03-31 13F UMB FINL COM 902788108 24,823 10,920 78.54 2,292 139.00 0.0015
2021-02-11 2020-12-31 13F UMB FINL COM 902788108 13,903 6,308 83.05 959 157.80 0.0006
2020-11-12 2020-09-30 13F UMB FINL COM 902788108 7,595 -13,660 -64.27 372 -66.06 0.0002
2020-08-12 2020-06-30 13F UMB FINL COM 902788108 21,255 -12,562 -37.15 1,096 -30.10 0.0009
2020-05-12 2020-03-31 13F UMB FINL COM 902788108 33,817 9,794 40.77 1,568 -4.91 0.0014
2020-02-12 2019-12-31 13F UMB FINL COM 902788108 24,023 11,957 99.10 1,649 111.41 0.0012
2019-11-08 2019-09-30 13F UMB FINL COM 902788108 12,066 -134 -1.10 780 -2.99 0.0006
2019-08-12 2019-06-30 13F UMB FINL COM 902788108 12,200 -3,424 -21.92 804 -19.68 0.0006
2019-05-13 2019-03-31 13F UMB FINL COM 902788108 15,624 867 5.88 1,001 11.22 0.0010
2019-02-12 2018-12-31 13F UMB FINL COM 902788108 14,757 4,990 51.09 900 29.87 0.0009
2018-11-13 2018-09-30 13F UMB FINL COM 902788108 9,767 9,757 97,570.00 693 69,200.00 0.0006
2018-08-10 2018-06-30 13F UMB FINL COM 902788108 10 -224 -95.73 1 -94.12 0.0000
2018-05-11 2018-03-31 13F UMB FINL COM 902788108 234 -153 -39.53 17 -39.29 0.0000
2018-02-12 2017-12-31 13F UMB FINL COM 902788108 387 244 170.63 28 154.55 0.0000
2017-11-13 2017-09-30 13F UMB FINL COM 902788108 143 -97 -40.42 11 -38.89 0.0000
2017-08-11 2017-06-30 13F UMB FINL COM 902788108 240 -395 -62.20 18 -62.50 0.0000
2017-05-12 2017-03-31 13F UMB FINL COM 902788108 635 -37,257 -98.32 48 -98.36 0.0000
2017-02-10 2016-12-31 13F UMB FINL COM 902788108 37,892 37,549 10,947.23 2,922 14,510.00 0.0026
2016-11-10 2016-09-30 13F UMB FINL COM 902788108 343 -838 -70.96 20 -68.25 0.0000
2016-08-12 2016-06-30 13F UMB FINL COM 902788108 1,181 -26,964 -95.80 63 -95.66 0.0001
2016-05-13 2016-03-31 13F UMB FINL COM 902788108 28,145 -1,287 -4.37 1,453 6.06 0.0016
2016-02-12 2015-12-31 13F UMB FINL COM 902788108 29,432 -2,791 -8.66 1,370 -16.31 0.0014
2015-11-13 2015-09-30 13F UMB FINL COM 902788108 32,223 9,576 42.28 1,637 26.80 0.0015
2015-08-13 2015-06-30 13F UMB FINL COM 902788108 22,647 -16,589 -42.28 1,291 -37.81 0.0011
2015-05-14 2015-03-31 13F UMB FINL COM 902788108 39,236 21,886 126.14 2,076 110.33 0.0020
2015-02-17 2014-12-31 13F UMB FINL COM 902788108 17,350 8,565 97.50 987 105.63 0.0009
2014-11-14 2014-09-30 13F UMB FINL COM 902788108 8,785 6,809 344.59 480 280.95 0.0004
2014-08-14 2014-06-30 13F UMB FINL COM 902788108 1,976 -7,343 -78.80 126 -79.10 0.0001
2014-05-15 2014-03-31 13F UMB FINL COM 902788108 9,319 -4,852 -34.24 603 -33.81 0.0006
2014-02-14 2013-12-31 13F UMB FINL COM 902788108 14,171 6,271 79.38 911 112.35 0.0008
2013-11-14 2013-09-30 13F UMB FINL COM 902788108 7,900 -16,587 -67.74 429 -68.53 0.0004
2013-08-14 2013-06-30 13F UMB FINL COM 902788108 24,487 24,487 1,363 0.0013
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.