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UMB Financial (UMBF) Institutional Ownership

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$100.34 +2.56 (+2.62%)
Closing price 04:00 PM Eastern
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$100.36 +0.02 (+0.01%)
As of 05:15 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)
234
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
136
Total
Institutional Outflows
(last 12 months)
$613.07M
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UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Forum Financial Management LP2,713$274K0.0%N/A0.004%
5/2/2025Kingsview Wealth Management LLC1,982$200K0.0%N/A0.003%
5/2/2025Bailard Inc.7,123$720K0.0%+86.7%0.009%
5/2/2025Tributary Capital Management LLC193,292$19.54M1.7%-3.2%0.255%
5/2/2025Victory Capital Management Inc.1,236,487$125.01M0.1%-14.6%1.629%
5/2/2025Fortress Wealth Management Inc.12,780$1.29M0.7%N/A0.017%
5/2/2025Massachusetts Financial Services Co. MA412,896$41.74M0.0%-10.9%0.544%
5/2/2025Signaturefd LLC3,966$401K0.0%+15.3%0.005%
5/2/2025Edgestream Partners L.P.96,518$9.76M0.3%+405.4%0.127%
5/1/2025 Securian Asset Management Inc.5,149$521K0.0%+56.1%0.007%
5/1/2025 CWM LLC10,603$1.07M0.0%+277.6%0.014%
5/1/2025 High Note Wealth LLC2,312$234K0.1%N/A0.003%
5/1/2025 Louisiana State Employees Retirement System19,100$1.93M0.0%+55.3%0.025%
5/1/2025 Emerald Advisers LLC125,468$12.69M0.6%-16.9%0.165%
5/1/2025 New York State Common Retirement Fund194,586$19.67M0.0%+1,302.5%0.256%
5/1/2025 Mutual of America Capital Management LLC113,485$11.47M0.1%+11.4%0.149%
5/1/2025 Arizona State Retirement System20,748$2.10M0.0%+54.6%0.027%
5/1/2025 Emerald Mutual Fund Advisers Trust85,212$8.62M0.6%-15.5%0.112%
5/1/2025 Stieven Capital Advisors L.P.208,589$21.09M4.1%N/A0.275%
5/1/2025 Xponance Inc.12,177$1.23M0.0%+39.4%0.016%
5/1/2025 Country Club Bank8,016$803K0.1%+21.4%0.011%
4/30/2025 State of Michigan Retirement System16,241$1.64M0.0%+54.1%0.021%
4/30/2025 Cerity Partners LLC18,928$1.91M0.0%-7.7%0.025%
4/30/2025 Alps Advisors Inc.3,520$356K0.0%N/A0.005%
4/30/2025 Nisa Investment Advisors LLC18,607$1.89M0.0%+1.1%0.025%
4/30/2025 New Mexico Educational Retirement Board13,900$1.41M0.1%+56.2%0.018%
4/30/2025 Greenleaf Trust2,527$255K0.0%+14.6%0.003%
4/30/2025 M&T Bank Corp2,345$237K0.0%N/A0.003%
4/30/2025 Brown Advisory Inc.56,763$5.74M0.0%-6.7%0.075%
4/30/2025 Crossmark Global Holdings Inc.3,784$383K0.0%+4.1%0.005%
4/29/2025 Financial Counselors Inc.51,293$5.19M0.1%+10.6%0.068%
4/29/2025 Envestnet Asset Management Inc.188,043$19.01M0.0%+70.9%0.248%
4/29/2025 Whelan Financial4,942$500K0.2%N/A0.007%
4/29/2025 Concurrent Investment Advisors LLC6,242$631K0.0%N/A0.008%
4/29/2025 Bank of New York Mellon Corp546,483$55.25M0.0%+21.1%0.720%
4/29/2025 OneDigital Investment Advisors LLC2,367$239K0.0%+27.4%0.003%
4/29/2025 Avantax Planning Partners Inc.2,703$273K0.0%N/A0.004%
4/28/2025 Principal Financial Group Inc.839,773$84.90M0.0%+4.3%1.106%
4/28/2025 Oregon Public Employees Retirement Fund13,916$1.41M0.0%+54.3%0.018%
4/28/2025 Teacher Retirement System of Texas15,723$1.59M0.0%+96.3%0.021%
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4/28/2025 Vontobel Holding Ltd.4,562$461K0.0%-17.7%0.006%
4/25/2025 JNBA Financial Advisors1,841$186K0.0%N/A0.002%
4/25/2025 Peregrine Capital Management LLC59,790$6.05M0.2%-5.2%0.079%
4/25/2025 Ameritas Advisory Services LLC2,206$223K0.0%N/A0.003%
4/25/2025 New York State Teachers Retirement System60,376$6.10M0.0%+2.8%0.080%
4/25/2025 Amalgamated Bank29,949$3.03M0.0%+47.1%0.039%
4/25/2025 Monument Capital Management2,363$239K0.1%-19.1%0.003%
4/25/2025 KBC Group NV3,376$341K0.0%+68.5%0.004%
4/24/2025 Allspring Global Investments Holdings LLC1,912,883$192.30M0.3%+10.0%2.520%
4/23/2025 Wealthquest Corp3,526$393K0.0%N/A0.005%
4/23/2025 Oppenheimer & Co. Inc.13,968$1.41M0.0%N/A0.018%
4/23/2025 Oppenheimer Asset Management Inc.43,172$4.37M0.1%+430.1%0.057%
4/22/2025 Diversified Portfolios Inc.21,606$2.18M0.2%N/A0.028%
4/22/2025 Friday Financial23,767$2.42M1.5%N/A0.031%
4/21/2025 Retirement Systems of Alabama82,833$8.37M0.0%+53.4%0.109%
4/21/2025 Envestnet Portfolio Solutions Inc.5,532$559K0.0%-8.0%0.008%
4/21/2025 Boston Trust Walden Corp262,931$26.58M0.2%-1.9%0.362%
4/21/2025 State of Alaska Department of Revenue7,966$805K0.0%+57.2%0.011%
4/18/2025 CENTRAL TRUST Co411$42K0.0%-54.9%0.001%
4/17/2025 Precision Wealth Strategies LLC2,897$293K0.2%N/A0.004%
4/17/2025 Trust Point Inc.6,330$640K0.1%-27.9%0.009%
4/16/2025 Wealth Enhancement Advisory Services LLC19,333$1.96M0.0%N/A0.027%
4/16/2025 SummerHaven Investment Management LLC9,145$925K0.6%+1.4%0.013%
4/15/2025 Fifth Third Bancorp624$63K0.0%+38.1%0.001%
4/15/2025 Assenagon Asset Management S.A.24,705$2.50M0.0%+93.2%0.034%
4/15/2025 Atwood & Palmer Inc.10,729$1.09M0.1%+184.0%0.015%
4/15/2025 Handelsbanken Fonder AB14,690$1.49M0.0%+34.4%0.020%
4/15/2025 SG Americas Securities LLC12,786$1.29M0.0%-15.5%0.018%
4/15/2025 SJS Investment Consulting Inc.47,261$4.78M0.8%+393,741.7%0.065%
4/15/2025 GAMMA Investing LLC921$93K0.0%+121.9%0.001%
4/14/2025 Yousif Capital Management LLC23,283$2.35M0.0%+49.4%0.032%
4/14/2025 Wedge Capital Management L L P NC52,695$5.33M0.1%-8.9%0.073%
4/14/2025 OLD National Bancorp IN22,734$2.30M0.1%N/A0.031%
4/14/2025 UMB Bank n.a.4,397,386$444.58M7.3%-0.3%6.052%
4/11/2025 First Affirmative Financial Network2,429$246K0.2%N/A0.003%
4/11/2025 Congress Asset Management Co.124,114$12.55M0.1%-1.2%0.171%
4/11/2025 Vest Financial LLC7,532$761K0.0%N/A0.010%
4/10/2025 Contravisory Investment Management Inc.2,571$260K0.1%N/A0.004%
4/10/2025 Heritage Family Offices LLP2,215$224K0.1%+7.6%0.003%
4/9/2025 Marquette Asset Management LLC813$82K0.0%N/A0.001%
4/8/2025 Rhumbline Advisers228,812$23.13M0.0%+45.1%0.315%
4/8/2025 First Community Trust NA3,730$377K0.3%N/A0.005%
4/8/2025 Rothschild Investment LLC271$27K0.0%+442.0%0.000%
4/8/2025 Parallel Advisors LLC1,276$129K0.0%+59.9%0.002%
4/7/2025 GAMMA Investing LLC93,113$9.41M0.0%+22,336.9%0.128%
4/7/2025 AdvisorNet Financial Inc1,343$136K0.0%+82.0%0.002%
4/3/2025 Versant Capital Management Inc498$50K0.0%+703.2%0.001%
3/18/2025California State Teachers Retirement System43,181$4.87M0.0%-1.2%0.059%
2/19/2025Pinney & Scofield Inc.1,346$152K0.1%N/A0.003%
2/18/2025GTS Securities LLC4,250$480K0.0%N/A0.009%
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2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC125,798$14.20M0.0%+18.3%0.258%
2/17/2025Voloridge Investment Management LLC148,632$16.78M0.1%-20.2%0.305%
2/17/2025Zurich Insurance Group Ltd FI418,228$47.20M0.4%-9.4%0.857%
2/17/2025Squarepoint Ops LLC32,540$3.67M0.0%-21.8%0.067%
2/17/2025Two Sigma Advisers LP99,800$11.26M0.0%-24.8%0.205%
2/17/2025Two Sigma Investments LP180,832$20.41M0.0%-20.5%0.371%
2/17/2025Teza Capital Management LLC3,803$429K0.1%-6.5%0.008%
2/17/2025State of Wyoming3,833$433K0.1%+46.4%0.008%
2/17/2025Systematic Financial Management LP325,242$36.71M0.9%+1.5%0.666%
2/17/2025Rafferty Asset Management LLC73,769$8.33M0.0%-9.9%0.151%
(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, 346 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were Vanguard Group Inc. ($537.49M), UMB Bank n.a. ($444.58M), State Street Corp ($297.96M), Wellington Management Group LLP ($228.12M), American Century Companies Inc. ($215.27M), Allspring Global Investments Holdings LLC ($192.30M), and Dimensional Fund Advisors LP ($170.99M).Learn more on UMBF's institutional investors.

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

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

Which institutional investors have been buying UMB Financial stock?

Of the 296 institutional investors that purchased UMB Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($1.73M), Principal Financial Group Inc. ($1.45M), Millennium Management LLC ($623.75K), Norges Bank ($611.59K), ProShare Advisors LLC ($591.78K), Vanguard Group Inc. ($487.24K), and Assenagon Asset Management S.A. ($478.84K).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 16,384,694 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

Which UMB Financial major shareholders have been selling company stock?

Of the 175 institutional investors that sold UMB Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($1.64M), UMB Bank n.a. ($1.31M), Victory Capital Management Inc. ($795.58K), Assenagon Asset Management S.A. ($500.85K), Boston Trust Walden Corp ($477.71K), Brown Advisory Inc. ($346.30K), and Bank of New York Mellon Corp ($332.26K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 9,203,682 shares in the last 24 months. This volume of shares sold represents approximately $849.55M in transactions.



This page (NASDAQ:UMBF) was last updated on 5/2/2025 by MarketBeat.com Staff
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