Go Pro
→ “Elon’s nightmare” could fund your retirement (From Chaikin Analytics) (Ad)tc pixel Free UMBF Stock Alerts

UMB Financial (UMBF) Institutional Ownership

UMB Financial logo
$134.52 -0.24 (-0.18%)
Closing price 09/18/2026 04:00 PM Eastern
Extended Trading
$134.52 +0.00 (+0.00%)
As of 09/18/2026 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.
Compare

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)
165
Total
Institutional Outflows
(last 12 months)
$638.82M
Get UMBF Insider Trade Alerts

Want to know when executives and insiders are buying or selling UMB Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Junto Capital Management LP412,747$58.92M1.0%N/A0.543%
9/9/2026 Sequoia Financial Advisors LLC6,163$880K0.0%+45.6%0.008%
9/9/2026 Integrated Wealth Concepts LLC716$102K0.0%N/A0.001%
9/9/2026 NewEdge Advisors LLC8,543$1.22M0.0%-18.2%0.011%
9/9/2026 Squarepoint Ops LLC10,069$1.44M0.0%-86.9%0.013%
9/8/2026 Allworth Financial LP369$53K0.0%-67.5%0.000%
9/8/2026 Arizona State Retirement System19,958$2.85M0.0%-4.3%0.026%
9/8/2026 Nykredit A S3,896$556K0.0%N/A0.005%
8/27/2026 Corient Private Wealth LP1,545$221K0.0%N/A0.002%
8/26/2026 Amundi4,620$660K0.0%+14.7%0.006%
8/26/2026 HighTower Advisors LLC4,665$666K0.0%-15.3%0.006%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al4,800$685K0.0%N/A0.006%
8/23/2026 HB Wealth Management LLC1,735$248K0.0%N/A0.002%
8/22/2026 Concurrent Investment Advisors LLC3,928$561K0.0%+14.1%0.005%
8/21/2026 Nykredit A S3,896$556K0.0%N/A0.005%
8/21/2026 B. Metzler seel. Sohn & Co. AG43,882$6.27M0.1%+14.7%0.058%
8/20/2026 GTS Securities LLC1,445$206K0.0%-59.6%0.002%
8/20/2026 Greenleaf Trust2,506$358K0.0%+4.7%0.003%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC179,559$25.63M0.0%-3.9%0.236%
8/19/2026 Hsbc Holdings PLC3,299$471K0.0%-75.3%0.004%
8/19/2026 Wellington Management Group LLP1,687,247$240.87M0.0%-37.7%2.222%
8/18/2026 United Capital Financial Advisors LLC2,432$347K0.0%N/A0.003%
8/18/2026 Equitable Holdings Inc.1,636$234K0.0%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio42,525$6.07M0.0%N/A0.056%
8/17/2026 Capstone Investment Advisors LLC2,908$415K0.0%N/A0.004%
8/17/2026 Corient Private Wealth LP1,554$222K0.0%N/A0.002%
8/17/2026 Azora Capital LP274,871$39.24M1.7%N/A0.362%
8/17/2026 Bank of America Corp DE904,683$129.15M0.0%N/A1.191%
8/17/2026 Basswood Capital Management L.L.C.144,257$20.59M0.8%N/A0.190%
8/15/2026 Freestone Grove Partners LP50,160$7.16M0.0%N/A0.066%
8/15/2026 Gallagher Fiduciary Advisors LLC7,310$1.04M0.0%N/A0.010%
8/15/2026 Man Group plc4,103$586K0.0%N/A0.005%
8/15/2026 Jupiter Topco LLC238,162$34.00M0.0%N/A0.314%
8/14/2026 Hsbc Holdings PLC3,299$471K0.0%N/A0.004%
8/14/2026 Palisade Capital Management LP47,614$6.80M0.3%N/A0.063%
8/14/2026 Canada Pension Plan Investment Board12,700$1.81M0.0%N/A0.017%
8/14/2026 Legal & General Group Plc95,737$13.67M0.0%N/A0.126%
8/14/2026 The Manufacturers Life Insurance Company68,730$9.81M0.0%N/A0.090%
8/14/2026 Jones Financial Companies Lllp4,037$576K0.0%N/A0.005%
8/14/2026 Whalen Wealth Management Inc.3,512$501K0.2%N/A0.005%
Here’s the stock symbol I’ve promised (Ad)

Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - but now he believes he's found something better. This under-the-radar company sits at the intersection of America's two most important industries, including AI, pays massive dividends, and attracted a famous money manager who put 60% of his multi-billion-dollar fund into it. Tilson is revealing the name and ticker symbol completely free - no credit card or email required.tc pixel

Get the stock name and ticker symbol free of charge today
8/13/2026 Sanctuary Advisors LLC2,635$376K0.0%N/A0.003%
8/13/2026 Neumeier Poma Investment Counsel LLC410,797$58.65M0.0%N/A0.541%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.1,647$235K0.0%N/A0.002%
8/12/2026 Elevation Point Wealth Partners LLC3,403$486K0.0%N/A0.004%
8/12/2026 Commerce Bank29,401$4.20M0.0%N/A0.039%
8/12/2026 Northwestern Mutual Wealth Management Co.879$125K0.0%N/A0.001%
8/12/2026 Evolve Private Wealth LLC2,049$293K0.0%N/A0.003%
8/12/2026 William Blair Investment Management LLC105,762$15.10M0.0%N/A0.139%
8/12/2026 EP Wealth Advisors LLC5,570$795K0.0%N/A0.007%
8/12/2026 Ieq Capital LLC3,974$567K0.0%N/A0.005%
8/11/2026 Keating Financial Advisory Services Inc.2,379$340K0.0%N/A0.003%
8/11/2026 Allworth Financial LP369$53K0.0%N/A0.000%
8/11/2026 B. Metzler seel. Sohn & Co. AG43,882$6.27M0.1%N/A0.058%
8/11/2026 NFJ Investment Group LLC329,404$47.03M1.6%N/A0.434%
8/11/2026 Virtus Advisers LLC10,149$1.45M0.6%N/A0.013%
8/11/2026 Ceredex Value Advisors LLC98,850$14.11M0.4%N/A0.130%
8/11/2026 PCM Encore LLC2,462$351K0.1%N/A0.003%
8/11/2026 Vise Technologies Inc.2,269$324K0.0%N/A0.003%
8/10/2026 West Family Investments Inc.1,899$271K0.1%N/A0.003%
8/10/2026 Great Lakes Advisors LLC14,426$2.06M0.0%N/A0.019%
8/10/2026 Diversify 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%
6/3/2026 NewEdge Advisors LLC10,440$1.18M0.0%+7.5%0.014%
6/2/2026 Optiver Holding B.V.226$25K0.0%-38.3%0.000%
6/1/2026 Integrated Investment Consultants LLC2,835$320K0.1%-4.2%0.004%
5/26/2026 Axiom Investment Management LLC250$28K0.0%N/A0.000%
5/21/2026 CTC Alternative Strategies Ltd.2,300$259K0.6%N/A0.003%
5/19/2026 Bank of America Corp DE695,276$78.42M0.0%+7.0%0.915%
5/19/2026 Edgestream Partners L.P.65,640$7.40M0.2%N/A0.086%
5/18/2026 Amundi4,027$454K0.0%+92.7%0.005%
5/18/2026 California State Teachers Retirement System87,178$9.83M0.0%+22.5%0.115%
New Form of AI Could Ignite the ‘Great Wealth Rotation’ (Ad)

Marc Chaikin, a 60-year Wall Street veteran who worked alongside Paul Tudor Jones and Steve Cohen, says a new form of AI called Sovereign AI could trigger a $248 trillion economic disruption before the end of 2026. Chaikin, whose system flagged Nvidia as bullish back in 2014 before its 52-fold rise, warns this shift could reshape the entire AI industry and create what he calls the Great Wealth Rotation. America's first Sovereign AI factory is set to open this year, and Chaikin has identified one company positioned to benefit.tc pixel

Watch Marc Chaikin's free Sovereign AI briefing before it's taken down
5/18/2026 Royal Bank of Canada18,591$2.10M0.0%-44.9%0.024%
5/16/2026 The Manufacturers Life Insurance Company 69,343$7.82M0.0%-4.5%0.091%
5/16/2026 Quantinno Capital Management LP28,400$3.20M0.0%+275.9%0.037%
5/15/2026 Entropy Technologies LP8,962$1.01M0.0%N/A0.012%
5/14/2026 Renaissance Technologies LLC59,170$6.67M0.0%-57.5%0.078%
5/14/2026 Public Employees Retirement System of Ohio41,143$4.64M0.0%-3.4%0.054%
5/14/2026 RMG Wealth Management LLC2,109$238K0.0%N/A0.003%
5/14/2026 Systematic Financial Management LP346,445$39.08M0.9%+0.2%0.456%
5/14/2026 Sei Investments Co.190,703$21.51M0.0%-1.9%0.251%
5/14/2026 State of Wyoming1,528$172K0.0%-8.3%0.002%


UMBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 464 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 418 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 21,947,051 shares in the last 24 months. This purchase volume represents approximately $2.93B in transactions.

Of the 165 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 5,239,229 shares in the last 24 months. This volume of shares sold represents approximately $638.82M 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
$40,000,000,000,000
The national debt just hit 40 trillion dollars, and the U.S. now spends more on interest payments than on its ...
American Alternative | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
NVDA CEO says it’s a "once-in-a-generation opportunity"
NVIDIA CEO Jensen Huang calls a little-known AI niche a once-in-a-generation opportunity, and it has nothing t...
Monument Traders Alliance | Sponsoredtc pixel
Trump goes "all-in" on Grand Canyon energy breakthrough
A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of...
Behind the Markets | Sponsoredtc pixel
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
New Form of AI Could Ignite the ‘Great Wealth Rotation’
Marc Chaikin, a 60-year Wall Street veteran who worked alongside Paul Tudor Jones and Steve Cohen, says a new ...
Chaikin Analytics | Sponsoredtc pixel
Iran War: Why Is Trump Protecting THEM?
A powerful Middle Eastern government is reportedly seeking US intelligence, targeting help, and military prote...
Banyan Hill Publishing | Sponsoredtc pixel