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UMB Financial (UMBF) Institutional Ownership

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$119.76 +0.26 (+0.22%)
As of 03:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for UMB Financial (NASDAQ:UMBF)

Current
Institutional Ownership
Percentage
87.78%
Number of
Institutional Buyers
(last 12 months)
301
Total
Institutional Inflows
(last 12 months)
$2.05B
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$697.91M
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UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2025 GAMMA Investing LLC1,152$136K0.0%+30.3%0.002%
9/26/2025Corient Private Wealth LLC3,060$322K0.0%+46.6%0.004%
9/24/2025Texas Permanent School Fund Corp28,033$2.95M0.0%+25.5%0.037%
9/4/2025Osaic Holdings Inc.43,204$4.54M0.0%-3.8%0.057%
8/27/2025Orion Porfolio Solutions LLC10,723$1.13M0.0%+4.2%0.014%
8/26/2025Thrivent Financial for Lutherans63,493$6.68M0.0%-36.6%0.084%
8/19/2025B. Riley Wealth Advisors Inc.1,983$209K0.0%N/A0.003%
8/19/2025State of Wyoming1,450$152K0.0%-80.9%0.002%
8/19/2025Pitcairn Co.3,635$382K0.0%-17.8%0.005%
8/16/2025FORA Capital LLC8,900$936K0.1%+193.1%0.012%
8/16/2025Evergreen Capital Management LLC4,029$425K0.0%-10.3%0.005%
8/16/2025Headlands Technologies LLC15,494$1.63M0.2%-34.1%0.020%
8/15/2025CANADA LIFE ASSURANCE Co49,141$5.17M0.0%-1.0%0.065%
8/15/2025Tower Research Capital LLC TRC 9,608$1.01M0.0%+135.3%0.013%
8/15/2025Corient Private Wealth LLC3,060$322K0.0%+46.6%0.004%
8/15/2025State of Tennessee Department of Treasury23,243$2.44M0.0%+16.5%0.031%
8/15/2025Captrust Financial Advisors465,908$49.00M0.1%-0.4%0.614%
8/15/2025Smartleaf Asset Management LLC280$30K0.0%-50.4%0.000%
8/15/2025Rafferty Asset Management LLC85,525$8.99M0.0%-2.5%0.113%
8/15/2025Orion Porfolio Solutions LLC10,723$1.13M0.0%+4.2%0.014%
8/15/2025Holocene Advisors LP42,429$4.46M0.0%-81.7%0.056%
8/15/2025Gallagher Fiduciary Advisors LLC7,522$791K0.0%+22.8%0.010%
8/15/2025EP Wealth Advisors LLC5,598$589K0.0%+27.3%0.007%
8/15/2025Engineers Gate Manager LP5,256$553K0.0%N/A0.007%
8/15/2025BNP Paribas Financial Markets16,030$1.69M0.0%-73.8%0.021%
8/15/2025Boothbay Fund Management LLC63,563$6.68M0.1%-6.7%0.084%
8/15/2025Balyasny Asset Management L.P.10,620$1.12M0.0%-92.8%0.014%
8/15/2025Bank of America Corp DE755,992$79.50M0.0%-7.8%0.996%
8/15/2025Adage Capital Partners GP L.L.C.400,000$42.06M0.1%-11.9%0.527%
8/15/2025Ameriprise Financial Inc.69,380$7.30M0.0%-38.3%0.091%
8/15/2025AQR Capital Management LLC184,152$19.37M0.0%-14.8%0.243%
8/14/2025Jane Street Group LLC19,632$2.07M0.0%-60.6%0.026%
8/14/2025California State Teachers Retirement System67,877$7.14M0.0%+0.4%0.089%
8/14/2025Raymond James Financial Inc.213,890$22.49M0.0%+27.8%0.282%
8/14/2025Quantinno Capital Management LP4,022$423K0.0%+31.2%0.005%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.39,858$4.19M0.0%-33.9%0.052%
8/14/2025Diversify Advisory Services LLC2,390$274K0.0%N/A0.003%
8/14/2025Alliancebernstein L.P.1,488,618$156.54M0.1%+636.7%1.961%
8/14/2025The Manufacturers Life Insurance Company 79,080$8.32M0.0%+0.9%0.104%
8/14/2025FAS Wealth Partners Inc.5,141$541K0.0%-30.3%0.007%
8/14/2025Sei Investments Co.226,720$23.84M0.0%-10.8%0.299%
8/14/2025NewEdge Advisors LLC5,467$575K0.0%-3.1%0.007%
8/14/2025Integrated Investment Consultants LLC2,960$311K0.1%-37.7%0.004%
8/14/2025Qube Research & Technologies Ltd4,807$506K0.0%-82.0%0.006%
8/14/2025iSAM Funds UK Ltd16,850$1.77M0.4%N/A0.022%
8/14/2025AXA S.A.12,077$1.27M0.0%-81.9%0.016%
8/14/2025Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,900$200K0.1%N/A0.003%
8/14/2025State Street Corp4,296,190$453.46M0.0%+7.9%5.658%
8/14/2025Brant Point Investment Management LLC59,054$6.21M0.7%+32.8%0.078%
8/14/2025California Public Employees Retirement System121,620$12.79M0.0%+25.4%0.160%
8/14/2025Cerity Partners LLC22,027$2.32M0.0%+16.4%0.029%
8/14/2025Elizabeth Park Capital Advisors Ltd.29,302$3.08M2.8%-3.8%0.039%
8/14/2025Federated Hermes Inc.149,526$15.72M0.0%-1.8%0.197%
8/13/2025Gamco Investors INC. ET AL18,714$1.97M0.0%N/A0.025%
8/13/2025Brown Advisory Inc.56,202$5.91M0.0%-1.0%0.074%
8/13/2025First Trust Advisors LP402,629$42.34M0.0%+43.0%0.530%
8/13/2025Kennedy Capital Management LLC19,425$2.04M0.0%+42.1%0.026%
8/13/2025EverSource Wealth Advisors LLC405$43K0.0%+193.5%0.001%
8/13/2025Guggenheim Capital LLC23,500$2.47M0.0%+1.4%0.031%
8/13/2025Miramar Capital LLC3,530$371K0.1%N/A0.005%
8/13/2025Invesco Ltd.487,242$51.24M0.0%+21.9%0.642%
8/13/2025Systematic Financial Management LP347,009$36.49M1.0%+3.5%0.457%
8/13/2025Blueshift Asset Management LLC2,406$253K0.1%+20.0%0.003%
8/13/2025M&T Bank Corp4,690$493K0.0%+100.0%0.006%
8/13/2025Fisher Asset Management LLC282,261$29.68M0.0%-3.1%0.372%
8/13/2025Edgestream Partners L.P.35,296$3.71M0.1%-63.4%0.046%
8/13/2025Bayview Asset Management LLC5,500$578K0.2%N/A0.007%
8/13/2025First National Advisers LLC3,570$375K0.1%-2.9%0.005%
8/13/2025New York State Common Retirement Fund194,984$20.51M0.0%+0.2%0.257%
8/13/2025Schroder Investment Management Group375,781$39.84M0.0%-0.7%0.495%
8/13/2025Gator Capital Management LLC101,175$10.64M3.3%+0.7%0.133%
8/13/2025Ceredex Value Advisors LLC152,000$15.98M0.3%+16.5%0.200%
8/13/2025Norges Bank892,248$93.83M0.0%N/A1.175%
8/13/2025Hsbc Holdings PLC5,132$541K0.0%-33.5%0.007%
8/13/2025Elevation Point Wealth Partners LLC2,684$282K0.0%N/A0.004%
8/13/2025Quadrant Capital Group LLC16,431$1.73M0.1%-3.6%0.022%
8/13/2025Choreo LLC12,600$1.33M0.0%-1.1%0.017%
8/13/2025Russell Investments Group Ltd.25,458$2.68M0.0%-4.6%0.034%
8/12/2025Steward Partners Investment Advisory LLC2,819$296K0.0%-7.0%0.004%
8/12/2025Ameritas Investment Partners Inc.21,280$2.24M0.1%+4.9%0.028%
8/12/2025Prudential Financial Inc.60,761$6.39M0.0%+283.0%0.080%
8/12/2025Coldstream Capital Management Inc.2,053$216K0.0%-4.9%0.003%
8/12/2025Charles Schwab Investment Management Inc.805,459$84.70M0.0%-1.0%1.061%
8/12/2025American Century Companies Inc.1,985,065$208.75M0.1%-3.4%2.614%
8/12/2025Rhumbline Advisers243,342$25.59M0.0%+6.4%0.320%
8/12/2025Franklin Resources Inc.336,068$35.34M0.0%+6.0%0.443%
8/12/2025Legal & General Group Plc139,594$14.68M0.0%+0.9%0.184%
8/12/2025MAI Capital Management1,171$123K0.0%+51.9%0.002%
8/12/2025Stieven Capital Advisors L.P.226,789$23.85M4.7%+8.7%0.299%
8/12/2025JPMorgan Chase & Co.315,379$33.17M0.0%-19.0%0.415%
8/12/2025Magnetar Financial LLC29,935$3.15M0.0%N/A0.039%
8/12/2025Swiss National Bank138,720$14.59M0.0%-1.1%0.183%
8/12/2025Dynamic Technology Lab Private Ltd3,430$361K0.0%-49.8%0.005%
8/12/2025Ensign Peak Advisors Inc25,824$2.72M0.0%+53.0%0.034%
8/12/2025Neumeier Poma Investment Counsel LLC306,764$32.26M3.0%-1.7%0.404%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH59,709$6.28M0.0%+3.4%0.079%
8/11/2025Persistent Asset Partners Ltd9,391$988K0.7%-21.5%0.012%
8/11/2025ANB Bank2,060$217K0.1%N/A0.003%
8/8/2025Cetera Investment Advisers4,232$445K0.0%+6.8%0.006%
8/8/2025Intech Investment Management LLC31,098$3.27M0.0%-10.0%0.041%
(Data available from 1/1/2016 forward)

UMBF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMBF shares?

During the previous two years, 399 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were Vanguard Group Inc. ($741.34M), UMB Bank n.a. ($457.78M), State Street Corp ($453.46M), Dimensional Fund Advisors LP ($273.03M), Wellington Management Group LLP ($243.36M), Allspring Global Investments Holdings LLC ($213.69M), and American Century Companies Inc. ($208.75M).Learn more on UMB Financial's institutional investors.

What percentage of UMB Financial's stock is owned by institutional investors?

87.78% of UMB Financial's stock is owned by institutional investors. Learn more on UMBF's institutional investor holdings.

Which institutional investors have been buying UMB Financial's stock?

Of the 354 institutional investors that purchased UMB Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($3.06M), Wellington Management Group LLP ($1.58M), Norges Bank ($1.50M), Principal Financial Group Inc. ($1.45M), Dimensional Fund Advisors LP ($1.45M), Earnest Partners LLC ($1.43M), and Alliancebernstein L.P. ($1.40M).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 19,717,005 shares in the last 24 months. This purchase volume represents approximately $2.05B in transactions.

Which of UMB Financial's major shareholders have been selling company stock?

Of the 168 institutional investors that sold UMB Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($762.99K), UMB Bank n.a. ($762.49K), Wellington Management Group LLP ($680.61K), Millennium Management LLC ($363.62K), Azora Capital LP ($232.30K), Bank of America Corp DE ($230.70K), and Allspring Global Investments Holdings LLC ($215.97K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 6,522,535 shares in the last 24 months. This volume of shares sold represents approximately $697.91M in transactions.


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This page (NASDAQ:UMBF) was last updated on 10/6/2025 by MarketBeat.com Staff
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