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UMB Financial (UMBF) Institutional Ownership

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$102.13 -0.24 (-0.23%)
Closing price 05/22/2025 04:00 PM Eastern
Extended Trading
$102.10 -0.03 (-0.03%)
As of 05/22/2025 04:20 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.
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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)
279
Total
Institutional Inflows
(last 12 months)
$1.83B
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$655.90M
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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
5/20/2025 Intech Investment Management LLC34,552$3.49M0.0%+52.5%0.046%
5/19/2025 Jane Street Group LLC49,877$5.04M0.0%+161.7%0.066%
5/19/2025 Bayforest Capital Ltd2,217$224K0.1%+3,595.0%0.003%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC207,881$21.02M0.0%+65.2%0.274%
5/16/2025 Zurich Insurance Group Ltd FI464,699$46.98M0.4%+11.1%0.612%
5/16/2025 McIlrath & Eck LLC291$29K0.0%N/A0.000%
5/16/2025 United Services Automobile Association4,301$431K0.0%N/A0.006%
5/16/2025 Great Lakes Advisors LLC55,168$5.58M0.0%+7.1%0.073%
5/16/2025 Goldman Sachs Group Inc.936,685$94.70M0.0%-7.4%1.234%
5/16/2025 Jones Financial Companies Lllp4,437$417K0.0%-19.3%0.006%
5/16/2025 Dynamic Technology Lab Private Ltd6,829$690K0.1%-64.8%0.009%
5/16/2025 NFJ Investment Group LLC28,068$2.84M0.1%-38.1%0.037%
5/16/2025 NewEdge Advisors LLC5,643$570K0.0%+47.0%0.007%
5/16/2025 Millennium Management LLC485,749$49.11M0.0%-37.5%0.640%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.60,344$6.10M0.0%+41.5%0.079%
5/16/2025 Interval Partners LP10,746$1.09M0.0%-77.7%0.014%
5/16/2025 Jacobs Levy Equity Management Inc.31,196$3.15M0.0%-62.7%0.041%
5/16/2025 Hancock Whitney Corp8,052$814K0.0%-85.2%0.011%
5/16/2025 Boothbay Fund Management LLC68,131$6.89M0.2%N/A0.090%
5/16/2025 Bridgeway Capital Management LLC31,305$3.17M0.1%+3.3%0.041%
5/16/2025 Alliancebernstein L.P.202,075$20.43M0.0%+118.1%0.266%
5/16/2025 AQR Capital Management LLC216,097$21.47M0.0%-45.2%0.285%
5/16/2025 Adage Capital Partners GP L.L.C.453,900$45.89M0.1%+50.4%0.598%
5/15/2025 Federation des caisses Desjardins du Quebec16,143$1.63M0.0%+19.9%0.021%
5/15/2025 EP Wealth Advisors LLC4,399$445K0.0%+86.3%0.006%
5/15/2025 Focus Partners Advisor Solutions LLC25,101$2.54M0.0%N/A0.033%
5/15/2025 Royal Bank of Canada42,829$4.33M0.0%+28.2%0.056%
5/15/2025 MAI Capital Management771$78K0.0%+14.7%0.001%
5/15/2025 Vident Advisory LLC1,995$202K0.0%N/A0.003%
5/15/2025 Evergreen Capital Management LLC4,490$456K0.0%N/A0.006%
5/15/2025 State of Wyoming7,585$767K0.1%+97.9%0.010%
5/15/2025 Brant Point Investment Management LLC44,455$4.49M0.5%-16.1%0.059%
5/15/2025 Clarity Asset Management Inc.643$65K0.0%N/A0.001%
5/15/2025 Earnest Partners LLC1,427,803$144.35M0.7%N/A1.881%
5/15/2025 Elizabeth Park Capital Advisors Ltd.30,457$3.08M2.8%N/A0.040%
5/14/2025 Ieq Capital LLC7,083$719K0.0%N/A0.009%
5/14/2025 Keeley Teton Advisors LLC18,714$1.89M0.2%-1.1%0.025%
5/14/2025 Rafferty Asset Management LLC87,758$8.87M0.0%+19.0%0.116%
5/14/2025 Ceredex Value Advisors LLC130,450$13.19M0.3%+1.3%0.172%
5/14/2025 FORA Capital LLC3,036$307K0.0%N/A0.004%
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5/14/2025 Corebridge Financial Inc.108,116$10.93M0.1%+49.7%0.142%
5/14/2025 Comerica Bank33,493$3.39M0.0%-3.6%0.044%
5/14/2025 MetLife Investment Management LLC76,194$7.70M0.0%+48.5%0.100%
5/14/2025 Systematic Financial Management LP335,410$33.91M1.0%+3.1%0.442%
5/14/2025 Smartleaf Asset Management LLC565$57K0.0%+292.4%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.362$37K0.0%+143.0%0.000%
5/14/2025 Douglass Winthrop Advisors LLC6,175$624K0.0%-3.9%0.008%
5/14/2025 AlphaQuest LLC1,174$119K0.0%-95.6%0.002%
5/14/2025 Advantage Alpha Capital Partners LP2,336$236K0.1%-60.8%0.003%
5/14/2025 Petiole USA ltd24,122$2.44M1.7%N/A0.032%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S345$35K0.0%N/A0.000%
5/14/2025 Hsbc Holdings PLC7,719$777K0.0%+4.4%0.010%
5/14/2025 Wellington Management Group LLP2,407,115$243.36M0.0%+19.1%3.171%
5/13/2025 Northern Trust Corp916,964$92.71M0.0%+43.9%1.208%
5/13/2025 Brooklyn Investment Group247$25K0.0%+4,840.0%0.000%
5/13/2025 Raymond James Financial Inc.167,395$16.92M0.0%+66.4%0.220%
5/13/2025 American Century Companies Inc.2,054,007$207.66M0.1%+7.7%2.706%
5/13/2025 Dimensional Fund Advisors LP2,700,678$273.03M0.1%+78.3%3.557%
5/13/2025 Fox Run Management L.L.C.4,759$481K0.1%N/A0.006%
5/13/2025 KLCM Advisors Inc.4,878$493K0.1%N/A0.006%
5/13/2025 Cookson Peirce & Co. Inc.7,367$745K0.0%+18.0%0.010%
5/13/2025 Persistent Asset Partners Ltd11,959$1.21M1.0%N/A0.016%
5/13/2025 HighTower Advisors LLC5,272$533K0.0%+196.5%0.007%
5/12/2025 Nuveen LLC507,655$51.32M0.0%N/A0.669%
5/12/2025 Invesco Ltd.399,590$40.40M0.0%+28.9%0.526%
5/12/2025 Global Alpha Capital Management Ltd.511,137$51.68M3.8%+21.1%0.673%
5/12/2025 Angel Oak Capital Advisors LLC9,700$981K1.3%N/A0.013%
5/12/2025 Wolverine Asset Management LLC23,757$2.40M0.0%N/A0.031%
5/12/2025 Citigroup Inc.105,889$10.71M0.0%+12.5%0.139%
5/12/2025 Swiss National Bank140,320$14.19M0.0%+54.0%0.185%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.266$27K0.0%N/A0.000%
5/12/2025 Neumeier Poma Investment Counsel LLC312,199$31.56M3.4%-0.3%0.411%
5/9/2025 Headlands Technologies LLC23,515$2.38M0.3%+172.4%0.031%
5/9/2025 Deutsche Bank AG242,782$24.55M0.0%+174.9%0.320%
5/9/2025 Charles Schwab Investment Management Inc.813,757$82.27M0.0%+44.3%1.072%
5/9/2025 Vanguard Group Inc.7,332,764$741.34M0.0%+54.0%9.659%
5/9/2025 PrairieView Partners LLC4,476$452K0.0%N/A0.006%
5/9/2025 Atria Wealth Solutions Inc.3,630$368K0.0%-10.8%0.005%
5/9/2025 Connable Office Inc.4,851$490K0.1%N/A0.006%
5/9/2025 Phocas Financial Corp.42,618$4.31M0.7%N/A0.056%
5/9/2025 PNC Financial Services Group Inc.8,064$815K0.0%+9.7%0.011%
5/9/2025 Powszechne Towarzystwo Emerytalne Allianz Polska S.A.170,440$17.23M7.8%N/A0.225%
5/8/2025 Blueshift Asset Management LLC2,005$203K0.1%N/A0.003%
5/8/2025 Commerce Bank38,950$3.94M0.0%-6.1%0.051%
5/8/2025 Moors & Cabot Inc.3,296$333K0.0%N/A0.004%
5/8/2025 US Bancorp DE16,743$1.69M0.0%+27.8%0.022%
5/8/2025 Wealthquest Corp3,526$393K0.0%N/A0.005%
5/8/2025 Natixis Advisors LLC30,390$3.07M0.0%+3.6%0.040%
5/8/2025 Bayforest Capital Ltd2,217$224K0.1%+3,595.0%0.003%
5/8/2025 Federated Hermes Inc.152,200$15.39M0.0%+28.4%0.200%
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5/7/2025 N.E.W. Advisory Services LLC3,864$391K0.0%N/A0.005%
5/7/2025 First National Advisers LLC3,675$372K0.1%N/A0.005%
5/7/2025 LPL Financial LLC25,104$2.54M0.0%+23.5%0.033%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 18,809$1.90M0.0%+61.5%0.025%
5/7/2025 Integrated Investment Consultants LLC4,753$481K0.1%N/A0.006%
5/7/2025 Knights of Columbus Asset Advisors LLC20,812$2.10M0.1%+2.7%0.027%
5/7/2025 Caliber Wealth Management LLC KS7,718$780K0.1%N/A0.010%
5/6/2025 Neo Ivy Capital Management420$42K0.0%N/A0.001%
5/6/2025 Assetmark Inc.2,711$274K0.0%-11.3%0.004%
5/6/2025 Cetera Investment Advisers3,963$401K0.0%+88.1%0.005%
(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, 374 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. ($444.58M), State Street Corp ($297.96M), Dimensional Fund Advisors LP ($273.03M), Wellington Management Group LLP ($243.36M), American Century Companies Inc. ($207.66M), and Allspring Global Investments Holdings LLC ($192.30M).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 327 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: Vanguard Group Inc. ($3.06M), Wellington Management Group LLP ($1.58M), Dimensional Fund Advisors LP ($1.54M), Principal Financial Group Inc. ($1.45M), Earnest Partners LLC ($1.43M), Millennium Management LLC ($623.75K), and Norges Bank ($611.59K).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 23,892,365 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

Which UMB Financial major shareholders have been selling company stock?

Of the 177 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. ($775.49K), Assenagon Asset Management S.A. ($500.85K), Boston Trust Walden Corp ($477.71K), Millennium Management LLC ($363.62K), 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 9,517,124 shares in the last 24 months. This volume of shares sold represents approximately $901.12M in transactions.


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This page (NASDAQ:UMBF) was last updated on 5/23/2025 by MarketBeat.com Staff
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