Cliff Asness's UMBF Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 149,473 shares of UMB Financial Corporation (UMBF) worth $17.2 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in UMBF, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 141,535 shares. Largest reduction occurred in Q1 2025, reducing 178,502 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's UMB Financial Corporation (UMBF) Holding Value Over Time
Track share changes against reported price movement
Quarterly UMB Financial Corporation (UMBF) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -38,709 | Reduce 20.57% | 149,473 | $115.04 |
| Q3 2025 | +4,030 | Add 2.19% | 188,182 | $118.35 |
| Q2 2025 | -31,945 | Reduce 14.78% | 184,152 | $105.16 |
| Q1 2025 | -178,502 | Reduce 45.24% | 216,097 | $99.36 |
| Q4 2024 | +34,906 | Add 9.70% | 394,599 | $112.86 |
| Q3 2024 | +60,423 | Add 20.19% | 359,693 | $103.93 |
| Q2 2024 | +102,467 | Add 52.07% | 299,270 | $82.33 |
| Q1 2024 | +9,527 | Add 5.09% | 196,803 | $86.30 |
| Q4 2023 | +13,518 | Add 7.78% | 187,276 | $83.55 |
| Q3 2023 | +141,535 | Add 439.24% | 173,758 | $62.05 |
| Q2 2023 | -65,796 | Reduce 67.13% | 32,223 | $60.90 |
| Q1 2023 | -108,399 | Reduce 52.51% | 98,019 | $57.72 |
| Q4 2022 | +22,183 | Add 12.04% | 206,418 | $83.52 |
| Q3 2022 | -30,640 | Reduce 14.26% | 184,235 | $84.29 |
| Q2 2022 | -78,856 | Reduce 26.85% | 214,875 | $84.66 |
| Q1 2022 | +32,945 | Add 12.63% | 293,731 | $97.16 |
| Q4 2021 | -4,557 | Reduce 1.72% | 260,786 | $106.11 |
| Q3 2021 | +24,595 | Add 10.22% | 265,343 | $96.71 |
| Q2 2021 | +16,183 | Add 7.21% | 240,748 | $93.06 |
| Q1 2021 | +95,087 | Add 73.44% | 224,565 | $92.33 |
| Q4 2020 | -10,583 | Reduce 7.56% | 129,478 | $68.45 |
| Q3 2020 | +80,796 | Add 136.33% | 140,061 | $49.01 |
| Q2 2020 | +27,211 | Add 84.89% | 59,265 | $50.43 |
| Q1 2020 | +25,697 | Add 404.23% | 32,054 | $46.39 |
| Q4 2019 | +6,357 | New Buy | 6,357 | $68.59 |
| Q1 2019 | -4,782 | Sold Out | 0 | $0.00 |
| Q4 2018 | -13,043 | Reduce 73.17% | 4,782 | $61.06 |
| Q3 2018 | -10,288 | Reduce 36.60% | 17,825 | $70.91 |
| Q2 2018 | +6,081 | Add 27.60% | 28,113 | $76.23 |
| Q1 2018 | +17,303 | Add 365.89% | 22,032 | $72.39 |
| Q4 2017 | -72,681 | Reduce 93.89% | 4,729 | $71.90 |
| Q3 2017 | -23,194 | Reduce 23.05% | 77,410 | $74.49 |
| Q2 2017 | +84 | Add 0.08% | 100,604 | $74.86 |
| Q1 2017 | +75,232 | Add 297.50% | 100,520 | $75.31 |
| Q4 2016 | +25,288 | New Buy | 25,288 | $77.11 |
| Q4 2015 | -4,200 | Sold Out | 0 | $0.00 |
| Q3 2015 | -3,499 | Reduce 45.45% | 4,200 | $50.71 |
| Q2 2015 | -34 | Reduce 0.44% | 7,699 | $57.02 |
| Q4 2014 | -4,645 | Reduce 37.53% | 7,733 | $56.90 |
| Q3 2014 | -2,900 | Reduce 18.98% | 12,378 | $54.53 |
| Q2 2014 | -14,300 | Reduce 48.35% | 15,278 | $63.36 |
| Q1 2014 | -2,100 | Reduce 6.63% | 29,578 | $64.71 |
| Q4 2013 | -16,371 | Reduce 34.07% | 31,678 | $64.27 |
| Q3 2013 | -19,300 | Reduce 28.66% | 48,049 | $54.34 |
| Q2 2013 | +67,349 | Add 0.00% | 67,349 | $55.67 |
| Q4 2012 | +105,179 | Add 0.00% | 105,179 | $43.84 |
Cliff Asness's UMB Financial Corporation Investment FAQs
Cliff Asness first purchased UMB Financial Corporation (UMBF) in Q4 2012, acquiring 105,179 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held UMB Financial Corporation (UMBF) for 48 quarters since Q4 2012.
Cliff Asness's largest addition to UMB Financial Corporation (UMBF) was in Q3 2023, adding 173,758 shares worth $10.78 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 149,473 shares of UMB Financial Corporation (UMBF), valued at approximately $17.2 M.
As of the Q4 2025 filing, UMB Financial Corporation (UMBF) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in UMB Financial Corporation (UMBF) was 394,599 shares, as reported at the end of Q4 2024.