UMB Financial (UMBF) Institutional Ownership

$99.38

+1.66 (+1.70%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 87.78%
Number of Institutional Buyers (last 12 months): 115
Total Institutional Inflows (last 12 months): $390.06M

Number of Institutional Sellers (last 12 months): 91
Total Institutional Outflows (last 12 months): $309.18M

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UMBF Institutional Buying and Selling by Quarter

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UMB Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	State of Michigan Retirement System	10,541	$879K	0.0%	-1.9%	0.022%
7/26/2024	Allspring Global Investments Holdings LLC	1,954,762	$163.07M	0.3%	+2.6%	4.011%
7/26/2024	Bailard Inc.	6,216	$519K	0.0%	-37.4%	0.013%
7/26/2024	Bank of New York Mellon Corp	576,200	$48.07M	0.0%	-34.2%	1.182%
7/25/2024	Ceredex Value Advisors LLC	140,900	$11.81M	0.2%	+56.9%	0.289%
7/25/2024	Tributary Capital Management LLC	198,107	$16.53M	1.4%	+0.3%	0.406%
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7/24/2024	Retirement Systems of Alabama	54,145	$4.52M	0.0%	-1.3%	0.111%
7/24/2024	L. Roy Papp & Associates LLP	4,030	$336K	0.0%	-7.5%	0.008%
7/24/2024	Louisiana State Employees Retirement System	12,400	$1.03M	0.0%	-1.6%	0.025%
7/23/2024	Hennessy Advisors Inc.	18,000	$1.50M	0.1%	N/A	0.037%
7/23/2024	1620 Investment Advisors Inc.	1,535	$128K	0.1%	N/A	0.003%
7/22/2024	Summit Global Investments	5,977	$499K	0.0%	-59.7%	0.012%
7/20/2024	Kavar Capital Partners Group LLC	7,402	$617K	0.1%	-2.7%	0.015%
7/19/2024	Boston Trust Walden Corp	310,239	$25.88M	0.2%	-54.9%	0.637%
7/18/2024	Assenagon Asset Management S.A.	4,470	$373K	0.0%	-96.2%	0.009%
7/17/2024	AlphaMark Advisors LLC	3,845	$321K	0.1%	N/A	0.008%
7/17/2024	Wedge Capital Management L L P NC	45,644	$3.81M	0.1%	N/A	0.094%
7/16/2024	Envestnet Portfolio Solutions Inc.	4,553	$380K	0.0%	+37.7%	0.009%
7/12/2024	SG Americas Securities LLC	1,462	$122K	0.0%	-67.7%	0.003%
7/10/2024	CWM LLC	1,941	$162K	0.0%	+7.1%	0.004%
7/8/2024	City State Bank	300	$25K	0.0%	-62.5%	0.001%
5/17/2024	WealthPlan Investment Management LLC	5,897	$513K	0.1%	-90.5%	0.012%
5/17/2024	Comerica Bank	18,529	$1.61M	0.0%	-1.5%	0.038%
5/16/2024	California State Teachers Retirement System	45,916	$3.99M	0.0%	-5.4%	0.094%
5/16/2024	EJF Capital LLC	27,923	$2.43M	1.7%	-19.2%	0.057%
5/16/2024	Jacobs Levy Equity Management Inc.	71,147	$6.19M	0.0%	-0.3%	0.146%
5/16/2024	Janus Henderson Group PLC	48,230	$4.19M	0.0%	-5.2%	0.099%
5/15/2024	Public Employees Retirement System of Ohio	18,766	$1.63M	0.0%	-3.9%	0.039%
5/15/2024	Price T Rowe Associates Inc. MD	29,755	$2.59M	0.0%	+5.8%	0.061%
5/15/2024	Lazard Asset Management LLC	4,768	$414K	0.0%	+167.4%	0.010%
5/15/2024	Keeley Teton Advisors LLC	20,900	$1.82M	0.2%	+12.9%	0.043%
5/14/2024	Pitcairn Co.	4,035	$351K	0.0%	+17.6%	0.008%
5/14/2024	American International Group Inc.	79,300	$6.90M	0.0%	-1.7%	0.163%
5/13/2024	O Shaughnessy Asset Management LLC	3,451	$300K	0.0%	+30.6%	0.007%
5/13/2024	Ameritas Investment Partners Inc.	14,152	$1.23M	0.0%	-28.5%	0.029%
5/10/2024	Vanguard Group Inc.	4,705,385	$409.32M	0.0%	+9.2%	9.653%
5/9/2024	State Board of Administration of Florida Retirement System	7,921	$689K	0.0%	-37.4%	0.016%
5/8/2024	ProShare Advisors LLC	371,298	$32.30M	0.1%	-23.9%	0.762%
5/8/2024	Global Alpha Capital Management Ltd.	525,959	$45.75M	3.4%	-20.6%	1.079%
5/8/2024	US Bancorp DE	12,980	$1.13M	0.0%	+5.0%	0.027%
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5/8/2024	Russell Investments Group Ltd.	30,016	$2.61M	0.0%	+1.9%	0.062%
5/8/2024	Inspire Investing LLC	4,119	$358K	0.0%	-10.2%	0.008%
5/7/2024	Sei Investments Co.	170,363	$14.82M	0.0%	+9.4%	0.350%
5/7/2024	WealthPLAN Partners LLC	6,097	$530K	0.1%	-92.0%	0.013%
5/7/2024	SG Americas Securities LLC	4,526	$394K	0.0%	+61.2%	0.009%
5/6/2024	Texas Permanent School Fund Corp	38,226	$3.33M	0.0%	+1.4%	0.078%
5/2/2024	Financial Counselors Inc.	36,489	$3.17M	0.1%	-0.8%	0.075%
5/2/2024	Mutual of America Capital Management LLC	107,703	$9.37M	0.1%	+8.4%	0.221%
5/1/2024	Janney Montgomery Scott LLC	2,896	$252K	0.0%	N/A	0.006%
5/1/2024	BNP Paribas Financial Markets	24,511	$2.13M	0.0%	+35.0%	0.050%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	19,104	$1.66M	0.0%	-5.6%	0.039%
4/30/2024	Retirement Systems of Alabama	54,848	$4.77M	0.0%	+0.3%	0.113%
4/29/2024	Principal Financial Group Inc.	187,588	$16.32M	0.0%	+14.9%	0.385%
4/26/2024	Securian Asset Management Inc.	3,498	$304K	0.0%	-5.4%	0.007%
4/26/2024	UMB Bank n.a.	5,241,631	$455.97M	7.2%	-1.2%	10.754%
4/26/2024	Yousif Capital Management LLC	19,804	$1.72M	0.0%	-2.2%	0.041%
4/25/2024	New York State Teachers Retirement System	74,012	$6.44M	0.0%	-1.5%	0.152%
4/24/2024	Assenagon Asset Management S.A.	116,992	$10.18M	0.0%	-12.6%	0.240%
4/23/2024	Louisiana State Employees Retirement System	12,600	$1.10M	0.0%	+2.4%	0.026%
4/23/2024	Amalgamated Bank	22,921	$1.99M	0.0%	-8.9%	0.047%
4/18/2024	State of Michigan Retirement System	10,741	$934K	0.0%	+2.9%	0.022%
4/18/2024	Farmers & Merchants Investments Inc.	4,518	$393K	0.0%	-24.9%	0.009%
4/18/2024	Allspring Global Investments Holdings LLC	1,905,072	$165.72M	0.3%	+3.4%	3.909%
4/18/2024	Tributary Capital Management LLC	197,606	$17.19M	1.4%	+19.2%	0.405%
4/11/2024	Congress Asset Management Co. MA	102,765	$8.94M	0.1%	-4.4%	0.211%
3/25/2024	Quadrature Capital Ltd	4,453	$372K	0.0%	N/A	0.009%
3/22/2024	PNC Financial Services Group Inc.	6,366	$532K	0.0%	+20.4%	0.013%
3/11/2024	Vanguard Group Inc.	4,310,807	$360.17M	0.0%	+1.0%	8.844%
3/5/2024	Fisher Asset Management LLC	479,705	$40.08M	0.0%	-19.2%	0.984%
3/5/2024	Wellington Management Group LLP	1,624,294	$135.71M	0.0%	-37.2%	3.333%
3/4/2024	Congress Asset Management Co. MA	107,441	$8.98M	0.1%	-1.7%	0.220%
3/1/2024	Goldman Sachs Group Inc.	388,379	$32.45M	0.0%	-13.4%	0.797%
2/28/2024	American International Group Inc.	80,670	$6.74M	0.0%	-3.1%	0.166%
2/15/2024	Comerica Bank	18,816	$1.57M	0.0%	+1.2%	0.039%
2/14/2024	Seven Eight Capital LP	13,700	$1.15M	0.1%	N/A	0.028%
2/13/2024	First National Bank of Omaha	20,935	$1.75M	0.1%	-2.5%	0.043%
2/13/2024	American International Group Inc.	80,670	$6.74M	0.0%	-3.1%	0.166%
2/13/2024	Keeley Teton Advisors LLC	18,516	$1.55M	0.2%	+62.5%	0.038%
2/13/2024	Rafferty Asset Management LLC	70,896	$5.92M	0.0%	+23.4%	0.146%
2/13/2024	Jones Financial Companies Lllp	2,070	$173K	0.0%	-35.3%	0.004%
2/13/2024	Campbell & CO Investment Adviser LLC	5,780	$483K	0.0%	-70.4%	0.012%
2/12/2024	Hsbc Holdings PLC	13,821	$1.16M	0.0%	-24.4%	0.028%
2/9/2024	Commerce Bank	40,652	$3.40M	0.0%	+7.5%	0.084%
2/9/2024	US Bancorp DE	12,358	$1.03M	0.0%	+1.4%	0.025%
2/9/2024	Assetmark Inc.	330	$28K	0.0%	N/A	0.001%
2/9/2024	GW&K Investment Management LLC	243,768	$20.37M	0.2%	N/A	0.502%
2/9/2024	Quest Partners LLC	16,938	$1.42M	0.3%	N/A	0.035%
2/9/2024	Global Alpha Capital Management Ltd.	662,769	$55.37M	4.5%	+18.0%	1.365%
2/9/2024	PNC Financial Services Group Inc.	6,366	$532K	0.0%	+20.4%	0.013%
2/9/2024	Norges Bank	471,283	$39.38M	0.0%	N/A	0.971%
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2/8/2024	Brown Advisory Inc.	404,336	$33.78M	0.0%	-5.2%	0.833%
2/8/2024	Great Lakes Advisors LLC	58,773	$4.91M	0.0%	N/A	0.121%
2/8/2024	Quadrant Capital Group LLC	2,743	$229K	0.0%	+42.6%	0.006%
2/8/2024	Vanguard Personalized Indexing Management LLC	3,392	$283K	0.0%	N/A	0.007%
2/8/2024	Massachusetts Financial Services Co. MA	428,932	$35.84M	0.0%	+39.3%	0.884%
2/7/2024	Principal Financial Group Inc.	163,209	$13.64M	0.0%	-0.6%	0.336%
2/7/2024	Envestnet Portfolio Solutions Inc.	3,390	$283K	0.0%	N/A	0.007%
2/7/2024	Dimensional Fund Advisors LP	1,544,008	$129.01M	0.0%	+11.7%	3.181%
2/7/2024	BNP Paribas Financial Markets	18,160	$1.52M	0.0%	-29.9%	0.037%
2/7/2024	Teacher Retirement System of Texas	11,722	$979K	0.0%	+38.4%	0.024%

(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, 249 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were Arete Wealth Advisors LLC ($175.34B), UMB Bank n.a. ($455.97M), BlackRock Inc. ($448.13M), Vanguard Group Inc. ($409.32M), Victory Capital Management Inc. ($166.88M), Allspring Global Investments Holdings LLC ($163.07M), and Wellington Management Group LLP ($135.71M).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 208 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 ($1.62M), Assenagon Asset Management S.A. ($531.65K), Victory Capital Management Inc. ($527.01K), Norges Bank ($471.28K), Vanguard Group Inc. ($438.73K), ProShare Advisors LLC ($358.05K), and Dimensional Fund Advisors LP ($293.75K).

How much institutional buying is happening at UMB Financial?: Institutional investors have bought a total of 9,052,454 shares in the last 24 months. This purchase volume represents approximately $654.92M in transactions.
Which UMB Financial major shareholders have been selling company stock?: Of the 151 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 ($962.41K), Boston Trust Walden Corp ($710.98K), UMB Bank n.a. ($574.98K), Assenagon Asset Management S.A. ($500.85K), Brown Advisory Inc. ($366.22K), Nuance Investments LLC ($314.45K), and Bank of New York Mellon Corp ($308.15K).
How much institutional selling is happening at UMB Financial?: Institutional investors have sold a total of 5,832,668 shares in the last 24 months. This volume of shares sold represents approximately $447.64M in transactions.