UMB Financial Corporation
US ˙ NasdaqGS ˙ US9027881088

SecurityUMBF / UMB Financial Corporation
InstitutionCreative Planning
Latest Disclosed Ownership105,549 shares
Latest Disclosed Value $ 11,904,865
Creative Planning reports 25.69% increase in ownership of UMBF / UMB Financial Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 105,549 shares of UMB Financial Corporation (US:UMBF) valued at $11,904,872 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 83,977 shares of UMB Financial Corporation. This represents a change in shares of 25.69% during the quarter. The current value of the position is $13,336,116 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.

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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)
2026-05-12 2026-03-31 13F UMB FINL COM 902788108 105,549 21,572 25.69 11,905 23.23 0.0081
2026-02-17 2025-12-31 13F UMB FINL COM 902788108 83,977 4,667 5.88 9,661 2.92 0.0069
2025-11-14 2025-09-30 13F UMB FINL COM 902788108 79,310 7,450 10.37 9,386 24.22 0.0072
2025-08-08 2025-06-30 13F UMB FINL COM 902788108 71,860 783 1.10 7,557 5.16 0.0065
2025-05-15 2025-03-31 13F UMB FINL COM 902788108 71,077 20,720 41.15 7,186 26.43 0.0068
2025-02-14 2024-12-31 13F UMB FINL COM 902788108 50,357 19,031 60.75 5,683 72.63 0.0055
2024-10-11 2024-09-30 13F UMB FINL COM 902788108 31,326 -8,331 -21.01 3,293 -0.48 0.0033
2024-08-15 2024-06-30 13F UMB FINL COM 902788108 39,657 2,453 6.59 3,308 2.22 0.0035
2024-05-13 2024-03-31 13F UMB FINL COM 902788108 37,204 223 0.60 3,236 4.76 0.0036
2024-02-14 2023-12-31 13F UMB FINL COM 902788108 36,981 2,801 8.19 3,090 45.71 0.0057
2023-11-16 2023-09-30 13F UMB FINL COM 902788108 34,180 1,254 3.81 2,121 5.74 0.0028
2023-07-21 2023-06-30 13F UMB FINL COM 902788108 32,926 7,649 30.26 2,005 37.52 0.0027
2023-05-15 2023-03-31 13F UMB FINL COM 902788108 25,277 8,236 48.33 1,459 2.46 0.0021
2023-02-10 2022-12-31 13F UMB FINL COM 902788108 17,041 1,147 7.22 1,423 6.19 0.0021
2022-11-03 2022-09-30 13F UMB FINL COM 902788108 15,894 216 1.38 1,340 -0.74 0.0023
2022-08-15 2022-06-30 13F UMB FINL COM 902788108 15,678 13 0.08 1,350 -11.30 0.0022
2022-05-16 2022-03-31 13F UMB FINL COM 902788108 15,665 761 5.11 1,522 -3.73 0.0024
2022-02-11 2021-12-31 13F UMB FINL COM 902788108 14,904 1,529 11.43 1,581 22.27 0.0025
2021-11-10 2021-09-30 13F UMB FINL COM 902788108 13,375 21 0.16 1,293 4.02 0.0023
2021-08-04 2021-06-30 13F UMB FINL COM 902788108 13,354 -3,059 -18.64 1,243 -17.95 0.0022
2021-04-30 2021-03-31 13F CreativePlanning COM 902788108 16,413 -1,326 -7.48 1,515 23.77 0.0031
2021-01-29 2020-12-31 13F UMB FINL COM 902788108 17,739 954 5.68 1,224 48.72 0.0027
2020-11-05 2020-09-30 13F UMB FINL COM 902788108 16,785 -64 -0.38 823 -5.29 0.0021
2020-07-23 2020-06-30 13F UMB FINL COM 902788108 16,849 -104 -0.61 869 10.56 0.0025
2020-05-05 2020-03-31 13F UMB FINL COM 902788108 16,953 1,419 9.13 786 -26.27 0.0028
2020-01-30 2019-12-31 13F UMB FINL COM 902788108 15,534 436 2.89 1,066 9.33 0.0032
2019-11-01 2019-09-30 13F UMB FINL COM 902788108 15,098 -749 -4.73 975 -6.52 0.0032
2019-07-26 2019-06-30 13F UMB FINL COM 902788108 15,847 -270 -1.68 1,043 1.07 0.0035
2019-04-24 2019-03-31 13F UMB FINL COM 902788108 16,117 288 1.82 1,032 6.94 0.0037
2019-02-12 2018-12-31 13F/A-1 UMB FINL COM 902788108 15,829 2,097 15.27 965 -0.92 0.0040
2019-02-01 2018-12-31 13F UMB FINL COM 902788108 15,829 2,097 965
2018-10-25 2018-09-30 13F UMB FINL COM 902788108 13,732 65 0.48 974 -6.53 0.0036
2018-07-20 2018-06-30 13F UMB FINL COM 902788108 13,667 -2,281 -14.30 1,042 -9.71 0.0041
2018-04-18 2018-03-31 13F UMB FINL COM 902788108 15,948 4,015 33.65 1,154 34.50 0.0047
2018-01-17 2017-12-31 13F UMB FINL COM 902788108 11,933 427 3.71 858 0.12 0.0037
2017-10-17 2017-09-30 13F UMB FINL COM 902788108 11,506 254 2.26 857 1.78 0.0040
2017-07-12 2017-06-30 13F UMB FINL COM 902788108 11,252 1,058 10.38 842 9.64 0.0043
2017-04-07 2017-03-31 13F UMB FINL COM 902788108 10,194 56 0.55 768 -1.79 0.0042
2017-01-09 2016-12-31 13F UMB FINL COM 902788108 10,138 -95 -0.93 782 28.62 0.0048
2016-10-12 2016-09-30 13F UMB FINL COM 902788108 10,233 -17 -0.17 608 11.56 0.0039
2016-07-12 2016-06-30 13F UMB FINL COM 902788108 10,250 -774 -7.02 545 -4.22 0.0039
2016-04-08 2016-03-31 13F UMB FINL COM 902788108 11,024 -35 -0.32 569 10.49 0.0044
2016-01-11 2015-12-31 13F UMB FINL COM 902788108 11,059 0 0.00 515 -8.36 0.0042
2015-10-09 2015-09-30 13F UMB FINL COM 902788108 11,059 0 0.00 562 -10.94 0.0050
2015-07-09 2015-06-30 13F UMB FINL COM 902788108 11,059 -17 -0.15 631 7.68 0.0057
2015-04-13 2015-03-31 13F UMB FINL COM 902788108 11,076 11,076 0.00 586 0.0055
2015-01-29 2014-12-31 13F UMB FINL COM 902788108 0 -10,534 -100.00 0 -100.00
2014-10-10 2014-09-30 13F UMB FINL COM 902788108 10,534 33 0.31 575 -13.66 0.0067
2014-08-20 2014-06-30 13F UMB FINL COM 902788108 10,501 0 0.00 666 -1.91 0.0086
2014-04-11 2014-03-31 13F UMB FINL COM 902788108 10,501 -16 -0.15 679 0.44 0.0102
2014-01-06 2013-12-31 13F UMB FINL COM 902788108 10,517 -17 -0.16 676 18.18 0.0115
2013-10-10 2013-09-30 13F UMB FINL COM 902788108 10,534 242 2.35 572 -0.17 0.0113
2013-07-09 2013-06-30 13F UMB FINL COM 902788108 10,292 10,292 573 0.0133
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.