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UMB Financial (UMBF) Institutional Ownership

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$130.30 -0.09 (-0.07%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$129.12 -1.18 (-0.90%)
As of 10/9/2026 07:30 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 Massive. 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)
251
Total
Institutional Inflows
(last 12 months)
$2.93B
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$640.72M
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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
10/10/2026Friday Financial27,532$3.57M0.7%+0.3%0.036%
10/9/2026GK Wealth Management LLC610$79K0.0%N/A0.001%
10/9/2026GAMMA Investing LLC2,067$269K0.0%+15.9%0.003%
10/8/2026Farther Finance Advisors LLC13,703$1.78M0.0%+1.2%0.018%
10/8/2026Artemis Investment Management LLP14,161$1.84M0.0%+33.1%0.019%
10/8/2026Whalen Wealth Management Inc.2,924$380K0.2%-16.7%0.004%
10/6/2026Congress Asset Management Co.365,186$47.48M0.3%-7.9%0.481%
9/29/2026Cim Investment Management Inc.1,809$258K0.1%N/A0.002%
9/23/2026Envestnet Portfolio Solutions Inc.7,464$1.07M0.0%-2.4%0.010%
9/9/2026Junto Capital Management LP412,747$58.92M1.0%N/A0.543%
9/9/2026Sequoia Financial Advisors LLC6,163$880K0.0%+45.6%0.008%
9/9/2026Integrated Wealth Concepts LLC716$102K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC8,543$1.22M0.0%-18.2%0.011%
9/9/2026Squarepoint Ops LLC10,069$1.44M0.0%-86.9%0.013%
9/8/2026Allworth Financial LP369$53K0.0%-67.5%0.000%
9/8/2026Arizona State Retirement System19,958$2.85M0.0%-4.3%0.026%
9/8/2026Nykredit A S3,896$556K0.0%N/A0.005%
8/27/2026Corient Private Wealth LP1,545$221K0.0%N/A0.002%
8/26/2026Amundi4,620$660K0.0%+14.7%0.006%
8/26/2026HighTower Advisors LLC4,665$666K0.0%-15.3%0.006%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al4,800$685K0.0%N/A0.006%
8/23/2026HB Wealth Management LLC1,735$248K0.0%N/A0.002%
8/22/2026Concurrent Investment Advisors LLC3,928$561K0.0%+14.1%0.005%
8/21/2026Nykredit A S3,896$556K0.0%N/A0.005%
8/21/2026B. Metzler seel. Sohn & Co. AG43,882$6.27M0.1%+14.7%0.058%
8/20/2026GTS Securities LLC1,445$206K0.0%-59.6%0.002%
8/20/2026Greenleaf Trust2,506$358K0.0%+4.7%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC179,559$25.63M0.0%-3.9%0.236%
8/19/2026Hsbc Holdings PLC3,299$471K0.0%-75.3%0.004%
8/19/2026Wellington Management Group LLP1,687,247$240.87M0.0%-37.7%2.222%
8/18/2026United Capital Financial Advisors LLC2,432$347K0.0%N/A0.003%
8/18/2026Equitable Holdings Inc.1,636$234K0.0%N/A0.002%
8/18/2026Public Employees Retirement System of Ohio42,525$6.07M0.0%N/A0.056%
8/17/2026Capstone Investment Advisors LLC2,908$415K0.0%N/A0.004%
8/17/2026Corient Private Wealth LP1,554$222K0.0%N/A0.002%
8/17/2026Azora Capital LP274,871$39.24M1.7%N/A0.362%
8/17/2026Bank of America Corp DE904,683$129.15M0.0%N/A1.191%
8/17/2026Basswood Capital Management L.L.C.144,257$20.59M0.8%N/A0.190%
8/15/2026Freestone Grove Partners LP50,160$7.16M0.0%N/A0.066%
8/15/2026Gallagher Fiduciary Advisors LLC7,310$1.04M0.0%N/A0.010%
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8/15/2026Man Group plc4,103$586K0.0%N/A0.005%
8/15/2026Jupiter Topco LLC238,162$34.00M0.0%N/A0.314%
8/14/2026Hsbc Holdings PLC3,299$471K0.0%N/A0.004%
8/14/2026Palisade Capital Management LP47,614$6.80M0.3%N/A0.063%
8/14/2026Canada Pension Plan Investment Board12,700$1.81M0.0%N/A0.017%
8/14/2026Legal & General Group Plc95,737$13.67M0.0%N/A0.126%
8/14/2026The Manufacturers Life Insurance Company68,730$9.81M0.0%N/A0.090%
8/14/2026Jones Financial Companies Lllp4,037$576K0.0%N/A0.005%
8/14/2026Whalen Wealth Management Inc.3,512$501K0.2%N/A0.005%
8/13/2026Sanctuary Advisors LLC2,635$376K0.0%N/A0.003%
8/13/2026Neumeier Poma Investment Counsel LLC410,797$58.65M0.0%N/A0.541%
8/13/2026Meiji Yasuda Asset Management Co Ltd.1,647$235K0.0%N/A0.002%
8/12/2026Elevation Point Wealth Partners LLC3,403$486K0.0%N/A0.004%
8/12/2026Commerce Bank29,401$4.20M0.0%N/A0.039%
8/12/2026Northwestern Mutual Wealth Management Co.879$125K0.0%N/A0.001%
8/12/2026Evolve Private Wealth LLC2,049$293K0.0%N/A0.003%
8/12/2026William Blair Investment Management LLC105,762$15.10M0.0%N/A0.139%
8/12/2026EP Wealth Advisors LLC5,570$795K0.0%N/A0.007%
8/12/2026Ieq Capital LLC3,974$567K0.0%N/A0.005%
8/11/2026Keating Financial Advisory Services Inc.2,379$340K0.0%N/A0.003%
8/11/2026Allworth Financial LP369$53K0.0%N/A0.000%
8/11/2026B. Metzler seel. Sohn & Co. AG43,882$6.27M0.1%N/A0.058%
8/11/2026NFJ Investment Group LLC329,404$47.03M1.6%N/A0.434%
8/11/2026Virtus Advisers LLC10,149$1.45M0.6%N/A0.013%
8/11/2026Ceredex Value Advisors LLC98,850$14.11M0.4%N/A0.130%
8/11/2026PCM Encore LLC2,462$351K0.1%N/A0.003%
8/11/2026Vise Technologies Inc.2,269$324K0.0%N/A0.003%
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%
8/8/2026First National Bank of Omaha7,414$1.05M0.0%N/A0.010%
8/7/2026BlackRock Inc.10,215,651$1.46B0.0%N/A13.450%
8/7/2026Pallas Capital Advisors LLC1,404$200K0.0%N/A0.002%
8/7/2026Deutsche Bank AG92,967$13.27M0.0%N/A0.122%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.266$38K0.0%N/A0.000%
8/7/2026OneDigital Investment Advisors LLC2,765$395K0.0%N/A0.004%
8/7/2026N.E.W. Advisory Services LLC3,818$545K0.0%N/A0.005%
8/6/2026Global Retirement Partners LLC2,278$325K0.0%N/A0.003%
8/6/20261ST Source Bank1,628$232K0.0%N/A0.002%
8/6/2026Bank of New York Mellon Corp549,240$78.41M0.0%N/A0.723%
8/6/2026Focus Partners Advisor Solutions LLC29,237$4.17M0.0%N/A0.038%
8/6/2026State of Wyoming551$79K0.0%N/A0.001%
7/10/2026Wedge Capital Management L L P NC33,579$4.79M0.1%-9.4%0.044%
7/10/2026Handelsbanken Fonder AB176,840$25.25M0.1%+217.0%0.233%
7/9/2026Friday Financial27,445$4.01M1.1%+5.9%0.036%
7/9/2026 GoalVest Advisory LLC915$131K0.0%N/A0.001%
7/8/2026Atwood & Palmer Inc.9,166$1.31M0.1%-14.6%0.012%
7/8/2026Trust Point Inc.2,191$313K0.0%-42.4%0.003%
7/7/2026GAMMA Investing LLC1,783$255K0.0%+23.7%0.002%
7/2/2026 Versant Capital Management Inc1,298$185K0.0%+48.9%0.002%
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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%
5/26/2026Axiom 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%


UMBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 467 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 ($240.87M), 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 420 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 21,944,488 shares in the last 24 months. This purchase volume represents approximately $2.93B in transactions.

Of the 164 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: Wellington Management Group LLP ($1.53M), Allspring Global Investments Holdings LLC ($618.85K), American Century Companies Inc. ($390.69K), Invesco Ltd. ($227.70K), Vanguard Group Inc. ($178.63K), Victory Capital Management Inc. ($144.12K), and Earnest Partners LLC ($122.11K).

Institutional investors have sold a total of 5,252,121 shares in the last 24 months. This volume of shares sold represents approximately $640.72M in transactions.


Related Companies

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 10/10/2026. New 13F filings are added each quarter as they're published.
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