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UMB Financial (UMBF) Institutional Ownership

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$144.55 -1.44 (-0.99%)
Closing price 07/20/2026 04:00 PM Eastern
Extended Trading
$144.64 +0.08 (+0.06%)
As of 07/20/2026 07:34 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)
266
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$598.32M
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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
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%
5/26/2026Axiom 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%
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%
5/14/2026Sei Investments Co.190,703$21.51M0.0%-1.9%0.251%
5/14/2026State 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%
5/8/2026PNC 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%
5/7/2026Parallel Advisors LLC1,377$155K0.0%+13.1%0.002%
5/7/2026KBC 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%
5/6/2026Assetmark 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%
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5/5/2026Bank 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%
5/5/2026Avantax Planning Partners Inc.2,916$329K0.0%+46.8%0.004%
5/4/2026Emerald Advisers LLC267,438$30.16M1.0%-2.9%0.351%
5/4/2026State of Michigan Retirement System17,141$1.93M0.0%+1.8%0.023%
5/4/2026Principal Financial Group Inc.712,859$80.40M0.0%-1.9%0.936%
5/1/2026Midwest Trust Co48,416$5.46M0.1%-2.5%0.064%
5/1/2026Fifth 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%
4/30/2026Accredited Investors Inc.8,489$957K0.1%-14.6%0.011%
4/30/2026Sumitomo Mitsui Trust Group Inc.3,650$412K0.0%N/A0.005%
4/30/2026Oregon 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%
4/28/2026Abel Hall LLC3,603$406K0.1%-17.4%0.005%
4/27/2026New 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%
4/25/2026Strs Ohio96,000$10.83M0.0%-5.9%0.126%
4/25/2026Boston Trust Walden Corp208,003$23.46M0.2%-12.3%0.273%
4/22/2026Pictet Asset Management Holding SA12,280$1.39M0.0%+7.5%0.016%
4/22/2026Sterling Capital Management LLC8,657$976K0.0%-19.6%0.011%
4/21/2026GHP 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%
4/21/2026Louisiana State Employees Retirement System20,700$2.34M0.0%N/A0.027%
4/20/2026Ritholtz Wealth Management1,998$225K0.0%+8.2%0.003%
4/20/2026MBM Wealth Consultants LLC231$26K0.0%N/A0.000%
4/17/2026Flywheel Private Wealth LLC3,000$338K0.2%N/A0.004%
4/16/2026SG 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%
3/3/2026Caitong International Asset Management Co. Ltd442$51K0.0%+569.7%0.001%
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%
2/18/2026FAS 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%
2/18/2026Wellington Management Group LLP2,590,780$298.04M0.1%-16.4%3.411%
2/18/2026Susquehanna Fundamental Investments LLC68,740$7.91M0.3%-3.1%0.090%
2/18/2026Man Group plc5,770$664K0.0%N/A0.008%
2/18/2026IHT Wealth Management LLC8,378$964K0.0%+6.8%0.011%
2/18/2026Elizabeth Park Capital Advisors Ltd.7,302$840K0.7%-76.1%0.010%
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2/18/2026Balyasny Asset Management L.P.422,065$48.55M0.1%+1,148.3%0.556%
2/17/2026Integrated Advisors Network LLC25,144$2.89M0.1%-2.4%0.033%
2/17/2026AQR Capital Management LLC149,473$17.20M0.0%-20.6%0.197%
2/17/2026Abel Hall LLC4,364$502K0.1%+155.1%0.006%
2/17/2026Cetera Investment Advisers11,995$1.38M0.0%+42.6%0.016%
2/17/2026Amundi2,090$240K0.0%N/A0.003%
2/17/2026FIL Ltd45,000$5.18M0.0%N/A0.059%
2/17/2026Price T Rowe Associates Inc. MD486,066$55.92M0.0%+96.1%0.640%
2/17/2026T. Rowe Price Investment Management Inc.211,046$24.28M0.0%+12.1%0.278%
2/17/2026Triveni Capital Investments LP50,932$5.86M4.4%N/A0.067%


UMBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 454 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were 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), Geode Capital Management LLC ($219.53M), and American Century Companies Inc. ($188.70M).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 412 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: Vanguard Group Inc. ($2.62M), Norges Bank ($1.78M), Dimensional Fund Advisors LP ($1.46M), Earnest Partners LLC ($1.43M), Principal Financial Group Inc. ($1.42M), Alliancebernstein L.P. ($1.40M), and Wellington Management Group LLP ($1.24M).

Institutional investors have bought a total of 11,423,057 shares in the last 24 months. This purchase volume represents approximately $1.29B in transactions.

Of the 191 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 5,251,366 shares in the last 24 months. This volume of shares sold represents approximately $598.32M in transactions.


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This page (NASDAQ:UMBF) was last updated on 7/21/2026 by MarketBeat.com Staff.
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