Free Trial
→ Out of 18,347 Cryptocurrencies... This is the ONLY One (From Crypto 101 Media) (Ad)tc pixel Free UMBF Stock Alerts

UMB Financial (UMBF) Institutional Ownership

UMB Financial logo
$108.85 +1.42 (+1.32%)
Closing price 10/17/2025 04:00 PM Eastern
Extended Trading
$108.82 -0.02 (-0.02%)
As of 10/17/2025 04:31 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for UMB Financial (NASDAQ:UMBF)

Current
Institutional Ownership
Percentage
87.78%
Number of
Institutional Buyers
(last 12 months)
303
Total
Institutional Inflows
(last 12 months)
$2.05B
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$656.14M
Get UMBF Insider Trade Alerts

Want to know when executives and insiders are buying or selling UMB Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2025Boston Trust Walden Corp252,922$29.93M0.2%-1.8%0.333%
10/17/2025Ethic Inc.3,326$394K0.0%+15.1%0.004%
10/15/2025 CWM LLC14,679$1.74M0.0%+32.6%0.019%
10/15/2025 Pacer Advisors Inc.9,390$1.11M0.0%+354.1%0.012%
10/15/2025 Vontobel Holding Ltd.4,798$568K0.0%-4.5%0.006%
10/14/2025 Ellenbecker Investment Group1,874$222K0.0%N/A0.002%
10/14/2025 OLD National Bancorp IN20,572$2.44M0.0%-9.9%0.027%
10/14/2025 Yousif Capital Management LLC22,467$2.66M0.0%-6.1%0.030%
10/14/2025 Farther Finance Advisors LLC249$29K0.0%+219.2%0.000%
10/10/2025 Trust Point Inc.4,518$535K0.0%+11.9%0.006%
10/10/2025 Wedge Capital Management L L P NC48,198$5.70M0.1%-15.8%0.063%
10/10/2025 Congress Asset Management Co.117,825$13.95M0.1%-2.9%0.155%
10/9/2025 Voya Investment Management LLC13,096$1.55M0.0%-32.7%0.017%
10/7/2025 Heritage Family Offices LLP1,837$217K0.1%-17.1%0.002%
10/7/2025 1620 Investment Advisors Inc.978$116K0.1%+8,790.9%0.001%
10/7/2025 Friday Financial25,559$3.03M1.3%+2.6%0.034%
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%
(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, 400 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 355 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 19,703,590 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 167 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), Wellington Management Group LLP ($680.61K), Millennium Management LLC ($363.62K), UMB Bank n.a. ($346.36K), Azora Capital LP ($232.30K), Bank of America Corp DE ($230.70K), and AQR Capital Management LLC ($210.45K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 6,050,638 shares in the last 24 months. This volume of shares sold represents approximately $648.67M in transactions.


Related Companies

This page (NASDAQ:UMBF) was last updated on 10/19/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
$100 Trillion “AI Metal” Found in American Ghost Town
Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could...
Brownstone Research | Sponsoredtc pixel
Bitcoin grabs headlines, but smart money likes this token
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Front-Run Buffett's Shocking Gold Move
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsoredtc pixel
Trump’s new nightmare begins
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsoredtc pixel
$15 Fund: Turn Gold Boom into Real Income
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Buy UBER immediately
BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...
Chaikin Analytics | Sponsoredtc pixel