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UMB Financial (UMBF) Institutional Ownership

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-0.49 (-0.59%)
(As of 04/26/2024 ET)
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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)
135
Total
Institutional Inflows
(last 12 months)
$427.04M
Number of
Institutional Sellers
(last 12 months)
93
Total
Institutional Outflows
(last 12 months)
$231.51M
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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
4/26/2024Yousif Capital Management LLC19,804$1.72M0.0%-2.2%0.041%
4/25/2024New York State Teachers Retirement System74,012$6.44M0.0%-1.5%0.152%
4/24/2024 Assenagon Asset Management S.A.116,992$10.18M0.0%-12.6%0.240%
4/23/2024 Louisiana State Employees Retirement System12,600$1.10M0.0%+2.4%0.026%
4/23/2024 Amalgamated Bank22,921$1.99M0.0%-8.9%0.047%
4/18/2024 State of Michigan Retirement System10,741$934K0.0%+2.9%0.022%
4/18/2024 Farmers & Merchants Investments Inc.4,518$393K0.0%-24.9%0.009%
4/18/2024 Allspring Global Investments Holdings LLC1,905,072$165.72M0.3%+3.4%3.909%
4/18/2024 Tributary Capital Management LLC197,606$17.19M1.4%+19.2%0.405%
4/11/2024 Congress Asset Management Co. MA102,765$8.94M0.1%-4.4%0.211%
3/25/2024Quadrature Capital Ltd4,453$372K0.0%N/A0.009%
3/22/2024PNC Financial Services Group Inc.6,366$532K0.0%+20.4%0.013%
3/11/2024Vanguard Group Inc.4,310,807$360.17M0.0%+1.0%8.844%
3/5/2024Fisher Asset Management LLC479,705$40.08M0.0%-19.2%0.984%
3/5/2024Wellington Management Group LLP1,624,294$135.71M0.0%-37.2%3.333%
3/4/2024 Congress Asset Management Co. MA107,441$8.98M0.1%-1.7%0.220%
3/1/2024Goldman Sachs Group Inc.388,379$32.45M0.0%-13.4%0.797%
2/28/2024American International Group Inc.80,670$6.74M0.0%-3.1%0.166%
2/15/2024Comerica Bank18,816$1.57M0.0%+1.2%0.039%
2/14/2024Seven Eight Capital LP13,700$1.15M0.1%N/A0.028%
2/13/2024First National Bank of Omaha20,935$1.75M0.1%-2.5%0.043%
2/13/2024American International Group Inc.80,670$6.74M0.0%-3.1%0.166%
2/13/2024Keeley Teton Advisors LLC18,516$1.55M0.2%+62.5%0.038%
2/13/2024Rafferty Asset Management LLC70,896$5.92M0.0%+23.4%0.146%
2/13/2024Jones Financial Companies Lllp2,070$173K0.0%-35.3%0.004%
2/13/2024Campbell & CO Investment Adviser LLC5,780$483K0.0%-70.4%0.012%
2/12/2024Hsbc Holdings PLC13,821$1.16M0.0%-24.4%0.028%
2/9/2024Commerce Bank40,652$3.40M0.0%+7.5%0.084%
2/9/2024US Bancorp DE12,358$1.03M0.0%+1.4%0.025%
2/9/2024Assetmark Inc.330$28K0.0%N/A0.001%
2/9/2024GW&K Investment Management LLC243,768$20.37M0.2%N/A0.502%
2/9/2024Quest Partners LLC16,938$1.42M0.3%N/A0.035%
2/9/2024Global Alpha Capital Management Ltd.662,769$55.37M4.5%+18.0%1.365%
2/9/2024PNC Financial Services Group Inc.6,366$532K0.0%+20.4%0.013%
2/9/2024Norges Bank471,283$39.38M0.0%N/A0.971%
2/8/2024 Brown Advisory Inc.404,336$33.78M0.0%-5.2%0.833%
2/8/2024Great Lakes Advisors LLC58,773$4.91M0.0%N/A0.121%
2/8/2024Quadrant Capital Group LLC2,743$229K0.0%+42.6%0.006%
2/8/2024Vanguard Personalized Indexing Management LLC3,392$283K0.0%N/A0.007%
2/8/2024Massachusetts Financial Services Co. MA428,932$35.84M0.0%+39.3%0.884%
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2/7/2024Principal Financial Group Inc.163,209$13.64M0.0%-0.6%0.336%
2/7/2024Envestnet Portfolio Solutions Inc.3,390$283K0.0%N/A0.007%
2/7/2024Dimensional Fund Advisors LP1,544,008$129.01M0.0%+11.7%3.181%
2/7/2024BNP Paribas Financial Markets18,160$1.52M0.0%-29.9%0.037%
2/7/2024Teacher Retirement System of Texas11,722$979K0.0%+38.4%0.024%
2/7/2024ETF Store Inc.3,009$251K0.2%N/A0.006%
2/6/2024Charles Schwab Investment Management Inc.526,747$44.01M0.0%+3.1%1.085%
2/6/2024Swiss National Bank90,800$7.59M0.0%-10.4%0.187%
2/6/2024Fisher Asset Management LLC479,559$40.07M0.0%-19.2%0.988%
2/6/2024Fortitude Advisory Group L.L.C.4,558$381K0.2%-30.3%0.009%
2/6/2024New York Life Investment Management LLC5,982$500K0.0%-2.9%0.012%
2/5/2024Victory Capital Management Inc.1,997,303$166.88M0.2%+15.3%4.115%
2/5/2024Retirement Systems of Alabama54,704$4.57M0.0%+0.3%0.113%
2/5/2024Russell Investments Group Ltd.29,449$2.46M0.0%+1.6%0.061%
2/2/2024Headlands Technologies LLC437$37K0.0%-63.6%0.001%
2/2/2024State of New Jersey Common Pension Fund D35,381$2.96M0.0%-10.1%0.073%
2/2/2024Atria Wealth Solutions Inc.5,438$456K0.0%+58.0%0.011%
2/1/2024Wolverine Asset Management LLC5,621$470K0.0%N/A0.012%
2/1/2024New York State Common Retirement Fund18,085$1.51M0.0%+1.8%0.037%
2/1/2024California Public Employees Retirement System90,903$7.60M0.0%-8.2%0.187%
2/1/2024Handelsbanken Fonder AB9,930$830K0.0%-9.1%0.020%
2/1/2024 CWM LLC1,607$134K0.0%-30.5%0.003%
2/1/2024Signaturefd LLC3,502$293K0.0%-6.2%0.007%
1/31/2024Kornitzer Capital Management Inc. KS2,820$236K0.0%N/A0.006%
1/31/2024Federated Hermes Inc.6,897$576K0.0%-15.7%0.014%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 10,013$837K0.0%+7.9%0.021%
1/30/2024Mackenzie Financial Corp2,729$228K0.0%N/A0.006%
1/30/2024Strs Ohio83,500$6.98M0.0%+1,841.9%0.172%
1/29/2024 Louisiana State Employees Retirement System12,300$1.03M0.0%N/A0.025%
1/26/2024Mutual of America Capital Management LLC99,323$8.30M0.1%-2.6%0.205%
1/26/2024GHP Investment Advisors Inc.44,050$3.68M0.2%-0.7%0.091%
1/25/2024 Allspring Global Investments Holdings LLC1,842,050$153.90M0.3%+1.3%3.795%
1/25/2024Nisa Investment Advisors LLC18,440$1.54M0.0%+4.7%0.038%
1/24/2024Mirae Asset Global Investments Co. Ltd.20,244$1.69M0.0%+3.5%0.042%
1/24/2024 CENTRAL TRUST Co2,107$176K0.0%-8.7%0.004%
1/24/2024 Boston Trust Walden Corp688,687$57.54M0.4%+0.7%1.419%
1/24/2024Arizona State Retirement System12,886$1.08M0.0%-1.8%0.027%
1/23/2024 Trust Point Inc.5,510$460K0.0%N/A0.011%
1/23/2024UMB Bank n.a.5,305,420$443.27M6.5%-4.4%10.930%
1/22/2024 Country Club Bank GFN6,646$562K0.0%+13.5%0.014%
1/19/2024 AlphaMark Advisors LLC3,964$331K0.1%+5.1%0.008%
1/19/2024 L. Roy Papp & Associates LLP4,355$364K0.0%-2.9%0.009%
1/19/2024 State of Alaska Department of Revenue4,721$394K0.0%-9.0%0.010%
1/17/2024 Assenagon Asset Management S.A.133,867$11.19M0.0%+17.8%0.276%
1/16/2024 Tributary Capital Management LLC165,774$13.85M1.2%-1.8%0.342%
1/16/2024Pacer Advisors Inc.6,565$549K0.0%+77.1%0.014%
1/16/2024 Raymond James Financial Services Advisors Inc.12,903$1.08M0.0%N/A0.027%
1/12/2024SG Americas Securities LLC2,807$235K0.0%-90.8%0.006%
1/8/2024 High Net Worth Advisory Group LLC2,800$234K0.1%N/A0.006%
1/5/2024WealthPLAN Partners LLC75,894$6.34M0.7%-2.4%0.156%
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1/5/2024WealthPlan Investment Management LLC61,917$5.17M0.8%-29.1%0.128%
12/18/2023Vanguard Group Inc.4,266,657$264.75M0.0%-0.3%8.791%
12/13/2023Teachers Retirement System of The State of Kentucky14,642$908K0.0%+97.1%0.030%
12/1/2023Wellington Management Group LLP2,586,701$160.51M0.0%+73.5%5.329%
11/30/2023American Century Companies Inc.1,817,350$112.77M0.1%+4.3%3.744%
11/17/2023Jacobs Levy Equity Management Inc.65,228$4.05M0.0%-0.8%0.134%
11/15/2023WealthPlan Investment Management LLC87,334$5.42M0.7%+62,730.2%0.180%
11/15/2023GSA Capital Partners LLP19,625$1.22M0.1%N/A0.040%
11/15/2023EJF Capital LLC39,078$2.43M1.1%-41.5%0.081%
11/15/2023Ameriprise Financial Inc.623,104$38.67M0.0%-2.0%1.284%
(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, 251 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were Arete Wealth Advisors LLC ($175.34B), BlackRock Inc. ($448.13M), UMB Bank n.a. ($443.27M), Vanguard Group Inc. ($360.17M), Victory Capital Management Inc. ($166.88M), Allspring Global Investments Holdings LLC ($165.72M), 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 206 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), ProShare Advisors LLC ($371.36K), Global Alpha Capital Management Ltd. ($308.24K), and Dimensional Fund Advisors LP ($293.75K).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 8,841,823 shares in the last 24 months. This purchase volume represents approximately $641.01M in transactions.

Which UMB Financial major shareholders have been selling company stock?

Of the 156 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), UMB Bank n.a. ($518.33K), Assenagon Asset Management S.A. ($388.33K), Brown Advisory Inc. ($366.22K), Boston Trust Walden Corp ($332.99K), Nuance Investments LLC ($318.25K), and Fisher Asset Management LLC ($247.76K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 5,186,080 shares in the last 24 months. This volume of shares sold represents approximately $400.39M in transactions.


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This page (NASDAQ:UMBF) was last updated on 4/26/2024 by MarketBeat.com Staff

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