Millennium Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18M | Buy |
+159,825
| New | +$19.2M | 0.01% | 1640 |
|
|
2025
Q4 | – | Sell |
-34,054
| Closed | -$4.03M | – | 6480 |
|
|
2025
Q3 | $4.03M | Sell |
34,054
-115,650
| -77% | -$13.3M | ﹤0.01% | 3358 |
|
|
2025
Q2 | $15.7M | Sell |
149,704
-336,045
| -69% | -$33.5M | 0.01% | 1816 |
|
|
2025
Q1 | $49.1M | Sell |
485,749
-291,559
| -38% | -$32.1M | 0.03% | 779 |
|
|
2024
Q4 | $87.7M | Sell |
777,308
-72,061
| -8% | -$8.33M | 0.04% | 449 |
|
|
2024
Q3 | $89.3M | Buy |
849,369
+115,635
| +16% | +$11.3M | 0.04% | 484 |
|
|
2024
Q2 | $61.2M | Buy |
733,734
+623,751
| +567% | +$51.2M | 0.03% | 677 |
|
|
2024
Q1 | $9.57M | Buy |
109,983
+29,428
| +37% | +$2.39M | ﹤0.01% | 2234 |
|
|
2023
Q4 | $6.73M | Sell |
80,555
-240,549
| -75% | -$16.9M | ﹤0.01% | 2531 |
|
|
2023
Q3 | $19.9M | Buy |
321,104
+313,961
| +4,395% | +$20.4M | 0.01% | 1446 |
|
|
2023
Q2 | $435K | Sell |
7,143
-446,833
| -98% | -$26.7M | ﹤0.01% | 4639 |
|
|
2023
Q1 | $26.2M | Buy |
453,976
+100,109
| +28% | +$8.14M | 0.02% | 1143 |
|
|
2022
Q4 | $29.6M | Buy |
353,867
+48,321
| +16% | +$4.06M | 0.02% | 1121 |
|
|
2022
Q3 | $25.8M | Buy |
305,546
+134,192
| +78% | +$12.1M | 0.02% | 1113 |
|
|
2022
Q2 | $14.8M | Buy |
171,354
+12,650
| +8% | +$1.15M | 0.01% | 1606 |
|
|
2022
Q1 | $15.4M | Sell |
158,704
-233,365
| -60% | -$23.8M | 0.01% | 1653 |
|
|
2021
Q4 | $41.6M | Buy |
392,069
+258,108
| +193% | +$26.6M | 0.02% | 842 |
|
|
2021
Q3 | $13M | Buy |
133,961
+119,481
| +825% | +$10.9M | 0.01% | 1746 |
|
|
2021
Q2 | $1.35M | Buy |
14,480
+9,224
| +175% | +$876K | ﹤0.01% | 4377 |
|
|
2021
Q1 | $485K | Sell |
5,256
-15,738
| -75% | -$1.3M | ﹤0.01% | 4855 |
|
|
2020
Q4 | $1.45M | Sell |
20,994
-12,005
| -36% | -$770K | ﹤0.01% | 3474 |
|
|
2020
Q3 | $1.62K | Sell |
32,999
-7,705
| -19% | -$389K | ﹤0.01% | 2762 |
|
|
2020
Q2 | $2.1M | Buy |
40,704
+28,470
| +233% | +$1.4M | ﹤0.01% | 2500 |
|
|
2020
Q1 | $567K | Sell |
12,234
-130,822
| -91% | -$7.96M | ﹤0.01% | 2808 |
|
|
2019
Q4 | $9.82M | Sell |
143,056
-77,679
| -35% | -$5.15M | 0.01% | 1396 |
|
|
2019
Q3 | $14.3M | Sell |
220,735
-22,849
| -9% | -$1.48M | 0.02% | 1019 |
|
|
2019
Q2 | $16M | Buy |
+243,584
| New | +$16.1M | 0.02% | 927 |
|
|
2019
Q1 | – | Sell |
-49,218
| Closed | -$3M | – | 4348 |
|
|
2018
Q4 | $3M | Buy |
49,218
+25,559
| +108% | +$1.66M | ﹤0.01% | 1947 |
|
|
2018
Q3 | $1.68M | Sell |
23,659
-145,831
| -86% | -$11M | ﹤0.01% | 2552 |
|
|
2018
Q2 | $12.9M | Sell |
169,490
-85,850
| -34% | -$6.6M | 0.02% | 1148 |
|
|
2018
Q1 | $18.5M | Buy |
255,340
+79,607
| +45% | +$5.96M | 0.02% | 921 |
|
|
2017
Q4 | $12.6M | Buy |
175,733
+99,395
| +130% | +$7.3M | 0.02% | 1179 |
|
|
2017
Q3 | $5.69M | Sell |
76,338
-2,811
| -4% | -$197K | 0.01% | 1601 |
|
|
2017
Q2 | $5.92M | Sell |
79,149
-19,647
| -20% | -$1.44M | 0.01% | 1398 |
|
|
2017
Q1 | $7.44M | Sell |
98,796
-56,733
| -36% | -$4.34M | 0.01% | 1206 |
|
|
2016
Q4 | $12M | Buy |
155,529
+114,978
| +284% | +$7.99M | 0.03% | 821 |
|
|
2016
Q3 | $2.41M | Sell |
40,551
-165,503
| -80% | -$9.48M | ﹤0.01% | 1840 |
|
|
2016
Q2 | $11M | Buy |
206,054
+191,330
| +1,299% | +$10.4M | 0.03% | 804 |
|
|
2016
Q1 | $760K | Sell |
14,724
-189,618
| -93% | -$9.11M | ﹤0.01% | 2320 |
|
|
2015
Q4 | $9.51M | Buy |
204,342
+195,896
| +2,319% | +$9.89M | 0.02% | 952 |
|
|
2015
Q3 | $429K | Sell |
8,446
-2,704
| -24% | -$143K | ﹤0.01% | 2735 |
|
|
2015
Q2 | $636K | Buy |
11,150
+4,963
| +80% | +$267K | ﹤0.01% | 2507 |
|
|
2015
Q1 | $327K | Buy |
+6,187
| New | +$321K | ﹤0.01% | 2983 |
|
|
2014
Q4 | – | Sell |
-31,726
| Closed | -$1.73M | – | 4279 |
|
|
2014
Q3 | $1.73M | Buy |
+31,726
| New | +$1.83M | ﹤0.01% | 1974 |
|
|
2014
Q1 | – | Sell |
-135,177
| Closed | -$8.69M | – | 3899 |
|
|
2013
Q4 | $8.69M | Sell |
135,177
-23,178
| -15% | -$1.41M | 0.03% | 804 |
|
|
2013
Q3 | $8.61M | Buy |
158,355
+35,290
| +29% | +$2.06M | 0.03% | 774 |
|
|
2013
Q2 | $6.85M | Buy |
+123,065
| New | +$6.27M | 0.02% | 833 |
|
Other funds holding UMBF
UB
VPM
VCM
Millennium Management's UMBF Position: Q1 2026 in Review
Millennium Management opened a new position in UMB Financial (UMBF) in Q1 2026: 159,825 shares worth $18M. The stake represents 0.01% of the portfolio and ranks #1640 among its holdings. This is a return to the name: Millennium Management previously reported a position in UMBF as recently as Q3 2025.
Millennium Management first reported a position in UMBF in Q2 2013 and has held it in 47 quarters since. The position peaked at $89.3M in Q3 2024. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- Millennium Management held 159,825 shares of UMB Financial worth $18M as of Q1 2026.
- UMB Financial was a new Millennium Management position in Q1 2026.
- UMB Financial made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1640 holding.
- Millennium Management first reported a position in UMB Financial in Q2 2013 and has held it in 47 quarters since.
- Millennium Management's UMB Financial position peaked at $89.3M in Q3 2024.
- 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.