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UMB Financial (UMBF) Institutional Ownership

UMB Financial logo
$146.11 +0.51 (+0.35%)
As of 04:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
87.78%
Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$2.77B
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$588.92M
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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
8/10/2026West Family Investments Inc.1,899$271K0.1%N/A0.003%
8/10/2026Great Lakes Advisors LLC14,426$2.06M0.0%N/A0.019%
8/10/2026Diversify Advisory Services LLC14,149$2.00M0.0%N/A0.019%
8/8/2026 First National Bank of Omaha7,414$1.05M0.0%N/A0.010%
8/7/2026 BlackRock Inc.10,215,651$1.46B0.0%N/A13.450%
8/7/2026 Pallas Capital Advisors LLC1,404$200K0.0%N/A0.002%
8/7/2026 Deutsche Bank AG92,967$13.27M0.0%N/A0.122%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.266$38K0.0%N/A0.000%
8/7/2026 OneDigital Investment Advisors LLC2,765$395K0.0%N/A0.004%
8/7/2026 N.E.W. Advisory Services LLC3,818$545K0.0%N/A0.005%
8/6/2026 Global Retirement Partners LLC2,278$325K0.0%N/A0.003%
8/6/2026 1ST Source Bank1,628$232K0.0%N/A0.002%
8/6/2026 Bank of New York Mellon Corp549,240$78.41M0.0%N/A0.723%
8/6/2026 Focus Partners Advisor Solutions LLC29,237$4.17M0.0%N/A0.038%
8/6/2026 State of Wyoming551$79K0.0%N/A0.001%
7/10/2026 Wedge Capital Management L L P NC33,579$4.79M0.1%-9.4%0.044%
7/10/2026 Handelsbanken Fonder AB176,840$25.25M0.1%+217.0%0.233%
7/9/2026 Friday Financial27,445$4.01M1.1%+5.9%0.036%
7/9/2026 GoalVest Advisory LLC915$131K0.0%N/A0.001%
7/8/2026 Atwood & Palmer Inc.9,166$1.31M0.1%-14.6%0.012%
7/8/2026 Trust Point Inc.2,191$313K0.0%-42.4%0.003%
7/7/2026 GAMMA Investing LLC1,783$255K0.0%+23.7%0.002%
7/2/2026 Versant Capital Management Inc1,298$185K0.0%+48.9%0.002%
6/3/2026NewEdge Advisors LLC10,440$1.18M0.0%+7.5%0.014%
6/2/2026Optiver Holding B.V.226$25K0.0%-38.3%0.000%
6/1/2026Integrated Investment Consultants LLC2,835$320K0.1%-4.2%0.004%
5/26/2026 Axiom Investment Management LLC250$28K0.0%N/A0.000%
5/21/2026CTC Alternative Strategies Ltd.2,300$259K0.6%N/A0.003%
5/19/2026Bank of America Corp DE695,276$78.42M0.0%+7.0%0.915%
5/19/2026Edgestream Partners L.P.65,640$7.40M0.2%N/A0.086%
5/18/2026Amundi4,027$454K0.0%+92.7%0.005%
5/18/2026California State Teachers Retirement System87,178$9.83M0.0%+22.5%0.115%
5/18/2026Royal Bank of Canada18,591$2.10M0.0%-44.9%0.024%
5/16/2026The Manufacturers Life Insurance Company 69,343$7.82M0.0%-4.5%0.091%
5/16/2026Quantinno Capital Management LP28,400$3.20M0.0%+275.9%0.037%
5/15/2026Entropy Technologies LP8,962$1.01M0.0%N/A0.012%
5/14/2026Renaissance Technologies LLC59,170$6.67M0.0%-57.5%0.078%
5/14/2026Public Employees Retirement System of Ohio41,143$4.64M0.0%-3.4%0.054%
5/14/2026RMG Wealth Management LLC2,109$238K0.0%N/A0.003%
5/14/2026Systematic Financial Management LP346,445$39.08M0.9%+0.2%0.456%
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5/14/2026Sei Investments Co.190,703$21.51M0.0%-1.9%0.251%
5/14/2026 State of Wyoming1,528$172K0.0%-8.3%0.002%
5/13/2026Cetera Investment Advisers11,497$1.30M0.0%-4.2%0.015%
5/13/2026 First Citizens Bank & Trust Co.7,272$820K0.0%+1.7%0.010%
5/13/2026First Trust Advisors LP899,400$101.44M0.1%+12.0%1.184%
5/8/2026 PNC Financial Services Group Inc.8,236$929K0.0%-6.5%0.011%
5/7/2026WCM Investment Management LLC178,464$19.63M0.0%-3.6%0.235%
5/7/2026Dimensional Fund Advisors LP2,909,932$328.20M0.1%+1.9%3.830%
5/7/2026 Parallel Advisors LLC1,377$155K0.0%+13.1%0.002%
5/7/2026 KBC Group NV2,555$288K0.0%+14.4%0.003%
5/7/2026Swiss National Bank150,220$16.94M0.0%+0.3%0.198%
5/6/2026California Public Employees Retirement System132,821$14.98M0.0%+3.9%0.175%
5/6/2026 Assetmark Inc.2,664$300K0.0%+11.3%0.004%
5/6/2026Bessemer Group Inc.281,238$31.72M0.0%+61,983.4%0.370%
5/6/2026Allspring Global Investments Holdings LLC1,357,177$155.60M0.3%-17.8%1.786%
5/5/2026 Bank of New York Mellon Corp552,717$62.34M0.0%-0.1%0.726%
5/5/2026Sanctuary Advisors LLC2,299$259K0.0%+16.5%0.003%
5/5/2026Hillsdale Investment Management Inc.2,260$255K0.0%+3,666.7%0.003%
5/5/2026 Avantax Planning Partners Inc.2,916$329K0.0%+46.8%0.004%
5/4/2026 Emerald Advisers LLC267,438$30.16M1.0%-2.9%0.351%
5/4/2026 State of Michigan Retirement System17,141$1.93M0.0%+1.8%0.023%
5/4/2026 Principal Financial Group Inc.712,859$80.40M0.0%-1.9%0.936%
5/1/2026 Midwest Trust Co48,416$5.46M0.1%-2.5%0.064%
5/1/2026 Fifth Third Bancorp30,007$3.38M0.0%+5,109.5%0.039%
5/1/2026 Sequoia Financial Advisors LLC4,234$478K0.0%-33.3%0.006%
4/30/2026Hsbc Holdings PLC13,355$1.51M0.0%+290.2%0.018%
4/30/2026 Accredited Investors Inc.8,489$957K0.1%-14.6%0.011%
4/30/2026 Sumitomo Mitsui Trust Group Inc.3,650$412K0.0%N/A0.005%
4/30/2026 Oregon Public Employees Retirement Fund14,616$1.65M0.0%+2.8%0.019%
4/29/2026 KERR FINANCIAL PLANNING Corp5,224$589K0.7%+2,473.4%0.007%
4/29/2026Integrated Advisors Network LLC2,408$272K0.0%-90.4%0.003%
4/28/2026 Abel Hall LLC3,603$406K0.1%-17.4%0.005%
4/27/2026 New York State Teachers Retirement System58,158$6.56M0.0%-3.8%0.076%
4/27/2026 Y Intercept Hong Kong Ltd16,857$1.90M0.0%N/A0.022%
4/27/2026Elevation Point Wealth Partners LLC2,872$324K0.0%N/A0.004%
4/25/2026 Strs Ohio96,000$10.83M0.0%-5.9%0.126%
4/25/2026 Boston Trust Walden Corp208,003$23.46M0.2%-12.3%0.273%
4/22/2026 Pictet Asset Management Holding SA12,280$1.39M0.0%+7.5%0.016%
4/22/2026 Sterling Capital Management LLC8,657$976K0.0%-19.6%0.011%
4/21/2026 GHP Investment Advisors Inc.48,740$5.50M0.2%+4.3%0.064%
4/21/2026 OLD National Bancorp IN18,030$2.03M0.0%-12.4%0.024%
4/21/2026 Louisiana State Employees Retirement System20,700$2.34M0.0%N/A0.027%
4/20/2026Ritholtz Wealth Management1,998$225K0.0%+8.2%0.003%
4/20/2026 MBM Wealth Consultants LLC231$26K0.0%N/A0.000%
4/17/2026 Flywheel Private Wealth LLC3,000$338K0.2%N/A0.004%
4/16/2026 SG Americas Securities LLC20,784$2.34M0.0%+62.7%0.027%
4/16/2026 Vaughan Nelson Investment Management L.P.294,880$33.26M0.3%N/A0.387%
3/20/2026Hsbc Holdings PLC3,423$394K0.0%-4.1%0.004%
3/17/2026Rockefeller Capital Management L.P.1,628$187K0.0%+89.7%0.002%
3/3/2026 Caitong International Asset Management Co. Ltd442$51K0.0%+569.7%0.001%
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2/24/2026Pacer Advisors Inc.8,541$983K0.0%-9.0%0.011%
2/19/2026T. Rowe Price Investment Management Inc.235,658$27.11M0.0%+25.2%0.310%
2/19/2026Invesco Ltd.283,113$32.57M0.0%+9.1%0.373%
2/18/2026Mercer Global Advisors Inc. ADV2,563$295K0.0%+4.1%0.003%
2/18/2026 FAS Wealth Partners Inc.4,968$571K0.0%-2.6%0.007%
2/18/2026 First Citizens Bank & Trust Co.7,147$822K0.0%+2.4%0.009%
2/18/2026State of Tennessee Department of Treasury28,248$3.59M0.0%-4.1%0.037%
2/18/2026EP Wealth Advisors LLC5,181$596K0.0%N/A0.007%
2/18/2026Mackenzie Financial Corp4,556$531K0.0%N/A0.006%
2/18/2026Empowered Funds LLC656$75K0.0%N/A0.001%


UMBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 451 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were BlackRock Inc. ($1.46B), Vanguard Group Inc. ($884.06M), UMB Bank n.a. ($553.32M), State Street Corp ($482.91M), Dimensional Fund Advisors LP ($328.20M), Wellington Management Group LLP ($298.04M), and Geode Capital Management LLC ($219.53M).Learn more on UMB Financial's institutional investors.

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

Of the 406 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: BlackRock Inc. ($10.22M), Vanguard Group Inc. ($2.62M), Norges Bank ($1.78M), Earnest Partners LLC ($1.43M), Principal Financial Group Inc. ($1.42M), Alliancebernstein L.P. ($1.40M), and Dimensional Fund Advisors LP ($1.36M).

Institutional investors have bought a total of 21,596,033 shares in the last 24 months. This purchase volume represents approximately $2.77B in transactions.

Of the 182 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: Allspring Global Investments Holdings LLC ($618.85K), Wellington Management Group LLP ($508.02K), American Century Companies Inc. ($459.63K), Invesco Ltd. ($227.70K), Holocene Advisors LP ($209.56K), Vanguard Group Inc. ($178.63K), and Victory Capital Management Inc. ($144.12K).

Institutional investors have sold a total of 5,161,944 shares in the last 24 months. This volume of shares sold represents approximately $588.92M in transactions.


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Institutional ownership data for NASDAQ:UMBF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/10/2026. New 13F filings are added each quarter as they're published.
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