UMB Financial (UMBF) Institutional Ownership

$144.59 +0.05 (+0.03%)

As of 08/28/2026 04:00 PM Eastern

Current Institutional Ownership Percentage: 87.78%
Number of Institutional Buyers (last 12 months): 249
Total Institutional Inflows (last 12 months): $4.57B

Number of Institutional Sellers (last 12 months): 163
Total Institutional Outflows (last 12 months): $628.91M

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UMBF Institutional Buying and Selling by Quarter

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
8/27/2026	Corient Private Wealth LP	1,545	$221K	0.0%	N/A	0.002%
8/26/2026	Amundi	4,620	$660K	0.0%	+14.7%	0.006%
8/26/2026	HighTower Advisors LLC	4,665	$666K	0.0%	-15.3%	0.006%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	4,800	$685K	0.0%	N/A	0.006%
8/24/2026	California State Teachers Retirement System	11,954,437	$1.71B	0.0%	+13,612.7%	15.740%
8/23/2026	HB Wealth Management LLC	1,735	$248K	0.0%	N/A	0.002%
8/22/2026	Concurrent Investment Advisors LLC	3,928	$561K	0.0%	+14.1%	0.005%
8/21/2026	Nykredit A S	3,896	$556K	0.0%	N/A	0.005%
8/21/2026	B. Metzler seel. Sohn & Co. AG	43,882	$6.27M	0.1%	+14.7%	0.058%
8/20/2026	GTS Securities LLC	1,445	$206K	0.0%	-59.6%	0.002%
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8/20/2026	Greenleaf Trust	2,506	$358K	0.0%	+4.7%	0.003%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	179,559	$25.63M	0.0%	-3.9%	0.236%
8/19/2026	Hsbc Holdings PLC	3,299	$471K	0.0%	-75.3%	0.004%
8/19/2026	Wellington Management Group LLP	1,687,247	$240.87M	0.0%	-37.7%	2.222%
8/18/2026	United Capital Financial Advisors LLC	2,432	$347K	0.0%	N/A	0.003%
8/18/2026	Equitable Holdings Inc.	1,636	$234K	0.0%	N/A	0.002%
8/18/2026	Public Employees Retirement System of Ohio	42,525	$6.07M	0.0%	N/A	0.056%
8/17/2026	Capstone Investment Advisors LLC	2,908	$415K	0.0%	N/A	0.004%
8/17/2026	Corient Private Wealth LP	1,554	$222K	0.0%	N/A	0.002%
8/17/2026	Azora Capital LP	274,871	$39.24M	1.7%	N/A	0.362%
8/17/2026	Bank of America Corp DE	904,683	$129.15M	0.0%	N/A	1.191%
8/17/2026	Basswood Capital Management L.L.C.	144,257	$20.59M	0.8%	N/A	0.190%
8/15/2026	Freestone Grove Partners LP	50,160	$7.16M	0.0%	N/A	0.066%
8/15/2026	Gallagher Fiduciary Advisors LLC	7,310	$1.04M	0.0%	N/A	0.010%
8/15/2026	Man Group plc	4,103	$586K	0.0%	N/A	0.005%
8/15/2026	Jupiter Topco LLC	238,162	$34.00M	0.0%	N/A	0.314%
8/14/2026	Hsbc Holdings PLC	3,299	$471K	0.0%	N/A	0.004%
8/14/2026	Palisade Capital Management LP	47,614	$6.80M	0.3%	N/A	0.063%
8/14/2026	Canada Pension Plan Investment Board	12,700	$1.81M	0.0%	N/A	0.017%
8/14/2026	Legal & General Group Plc	95,737	$13.67M	0.0%	N/A	0.126%
8/14/2026	The Manufacturers Life Insurance Company	68,730	$9.81M	0.0%	N/A	0.090%
8/14/2026	Jones Financial Companies Lllp	4,037	$576K	0.0%	N/A	0.005%
8/14/2026	Whalen Wealth Management Inc.	3,512	$501K	0.2%	N/A	0.005%
8/13/2026	Sanctuary Advisors LLC	2,635	$376K	0.0%	N/A	0.003%
8/13/2026	Neumeier Poma Investment Counsel LLC	410,797	$58.65M	0.0%	N/A	0.541%
8/13/2026	Meiji Yasuda Asset Management Co Ltd.	1,647	$235K	0.0%	N/A	0.002%
8/12/2026	Elevation Point Wealth Partners LLC	3,403	$486K	0.0%	N/A	0.004%
8/12/2026	Commerce Bank	29,401	$4.20M	0.0%	N/A	0.039%
8/12/2026	Northwestern Mutual Wealth Management Co.	879	$125K	0.0%	N/A	0.001%
8/12/2026	Evolve Private Wealth LLC	2,049	$293K	0.0%	N/A	0.003%
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8/12/2026	William Blair Investment Management LLC	105,762	$15.10M	0.0%	N/A	0.139%
8/12/2026	EP Wealth Advisors LLC	5,570	$795K	0.0%	N/A	0.007%
8/12/2026	Ieq Capital LLC	3,974	$567K	0.0%	N/A	0.005%
8/11/2026	Keating Financial Advisory Services Inc.	2,379	$340K	0.0%	N/A	0.003%
8/11/2026	Allworth Financial LP	369	$53K	0.0%	N/A	0.000%
8/11/2026	B. Metzler seel. Sohn & Co. AG	43,882	$6.27M	0.1%	N/A	0.058%
8/11/2026	NFJ Investment Group LLC	329,404	$47.03M	1.6%	N/A	0.434%
8/11/2026	Virtus Advisers LLC	10,149	$1.45M	0.6%	N/A	0.013%
8/11/2026	Ceredex Value Advisors LLC	98,850	$14.11M	0.4%	N/A	0.130%
8/11/2026	PCM Encore LLC	2,462	$351K	0.1%	N/A	0.003%
8/11/2026	Vise Technologies Inc.	2,269	$324K	0.0%	N/A	0.003%
8/10/2026	West Family Investments Inc.	1,899	$271K	0.1%	N/A	0.003%
8/10/2026	Great Lakes Advisors LLC	14,426	$2.06M	0.0%	N/A	0.019%
8/10/2026	Diversify Advisory Services LLC	14,149	$2.00M	0.0%	N/A	0.019%
8/8/2026	First National Bank of Omaha	7,414	$1.05M	0.0%	N/A	0.010%
8/7/2026	BlackRock Inc.	10,215,651	$1.46B	0.0%	N/A	13.450%
8/7/2026	Pallas Capital Advisors LLC	1,404	$200K	0.0%	N/A	0.002%
8/7/2026	Deutsche Bank AG	92,967	$13.27M	0.0%	N/A	0.122%
8/7/2026	Mitsubishi UFJ Asset Management Co. Ltd.	266	$38K	0.0%	N/A	0.000%
8/7/2026	OneDigital Investment Advisors LLC	2,765	$395K	0.0%	N/A	0.004%
8/7/2026	N.E.W. Advisory Services LLC	3,818	$545K	0.0%	N/A	0.005%
8/6/2026	Global Retirement Partners LLC	2,278	$325K	0.0%	N/A	0.003%
8/6/2026	1ST Source Bank	1,628	$232K	0.0%	N/A	0.002%
8/6/2026	Bank of New York Mellon Corp	549,240	$78.41M	0.0%	N/A	0.723%
8/6/2026	Focus Partners Advisor Solutions LLC	29,237	$4.17M	0.0%	N/A	0.038%
8/6/2026	State of Wyoming	551	$79K	0.0%	N/A	0.001%
7/10/2026	Wedge Capital Management L L P NC	33,579	$4.79M	0.1%	-9.4%	0.044%
7/10/2026	Handelsbanken Fonder AB	176,840	$25.25M	0.1%	+217.0%	0.233%
7/9/2026	Friday Financial	27,445	$4.01M	1.1%	+5.9%	0.036%
7/9/2026	GoalVest Advisory LLC	915	$131K	0.0%	N/A	0.001%
7/8/2026	Atwood & Palmer Inc.	9,166	$1.31M	0.1%	-14.6%	0.012%
7/8/2026	Trust Point Inc.	2,191	$313K	0.0%	-42.4%	0.003%
7/7/2026	GAMMA Investing LLC	1,783	$255K	0.0%	+23.7%	0.002%
7/2/2026	Versant Capital Management Inc	1,298	$185K	0.0%	+48.9%	0.002%
6/3/2026	NewEdge Advisors LLC	10,440	$1.18M	0.0%	+7.5%	0.014%
6/2/2026	Optiver Holding B.V.	226	$25K	0.0%	-38.3%	0.000%
6/1/2026	Integrated Investment Consultants LLC	2,835	$320K	0.1%	-4.2%	0.004%
5/26/2026	Axiom Investment Management LLC	250	$28K	0.0%	N/A	0.000%
5/21/2026	CTC Alternative Strategies Ltd.	2,300	$259K	0.6%	N/A	0.003%
5/19/2026	Bank of America Corp DE	695,276	$78.42M	0.0%	+7.0%	0.915%
5/19/2026	Edgestream Partners L.P.	65,640	$7.40M	0.2%	N/A	0.086%
5/18/2026	Amundi	4,027	$454K	0.0%	+92.7%	0.005%
5/18/2026	California State Teachers Retirement System	87,178	$9.83M	0.0%	+22.5%	0.115%
5/18/2026	Royal Bank of Canada	18,591	$2.10M	0.0%	-44.9%	0.024%
5/16/2026	The Manufacturers Life Insurance Company	69,343	$7.82M	0.0%	-4.5%	0.091%
5/16/2026	Quantinno Capital Management LP	28,400	$3.20M	0.0%	+275.9%	0.037%
5/15/2026	Entropy Technologies LP	8,962	$1.01M	0.0%	N/A	0.012%
5/14/2026	Renaissance Technologies LLC	59,170	$6.67M	0.0%	-57.5%	0.078%
5/14/2026	Public Employees Retirement System of Ohio	41,143	$4.64M	0.0%	-3.4%	0.054%
5/14/2026	RMG Wealth Management LLC	2,109	$238K	0.0%	N/A	0.003%
A $382 trillion migration and the position no one is talking about (Ad) Trump just signed a law requiring America's entire $382 trillion financial system to migrate to a new money network by April 2027. BlackRock CEO Larry Fink already calls it 'the next major evolution in market infrastructure.' Our research has identified one small, overlooked position at the center of this policy-driven shift - already drawing quiet institutional buying from BNY Mellon, State Street, and JPMorgan. It currently trades for pennies relative to where institutional demand could push it. The Q3 2026 compliance deadline may be the last window before prices move. Click here to see the full research and the position name
5/14/2026	Systematic Financial Management LP	346,445	$39.08M	0.9%	+0.2%	0.456%
5/14/2026	Sei Investments Co.	190,703	$21.51M	0.0%	-1.9%	0.251%
5/14/2026	State of Wyoming	1,528	$172K	0.0%	-8.3%	0.002%
5/13/2026	Cetera Investment Advisers	11,497	$1.30M	0.0%	-4.2%	0.015%
5/13/2026	First Citizens Bank & Trust Co.	7,272	$820K	0.0%	+1.7%	0.010%
5/13/2026	First Trust Advisors LP	899,400	$101.44M	0.1%	+12.0%	1.184%
5/8/2026	PNC Financial Services Group Inc.	8,236	$929K	0.0%	-6.5%	0.011%
5/7/2026	WCM Investment Management LLC	178,464	$19.63M	0.0%	-3.6%	0.235%
5/7/2026	Dimensional Fund Advisors LP	2,909,932	$328.20M	0.1%	+1.9%	3.830%
5/7/2026	Parallel Advisors LLC	1,377	$155K	0.0%	+13.1%	0.002%

UMBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 463 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were California State Teachers Retirement System ($1.71B), 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), and Wellington Management Group LLP ($240.87M).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 416 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: California State Teachers Retirement System ($11.89M), BlackRock Inc. ($10.22M), Vanguard Group Inc. ($2.62M), Norges Bank ($1.78M), Earnest Partners LLC ($1.43M), Principal Financial Group Inc. ($1.42M), and Alliancebernstein L.P. ($1.40M).

Institutional investors have bought a total of 33,395,022 shares in the last 24 months. This purchase volume represents approximately $4.57B in transactions.

Of the 163 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 5,170,283 shares in the last 24 months. This volume of shares sold represents approximately $628.91M in transactions.

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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 8/27/2026. New 13F filings are added each quarter as they're published.

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UMB Financial (UMBF) Institutional Ownership

UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

UMBF Institutional Ownership - Frequently Asked Questions

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UMB Financial (UMBF) Institutional Ownership

Institutional Ownership Changes (13F Filings) for UMB Financial (NASDAQ:UMBF)

UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

UMBF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMBF shares?

What percentage of UMB Financial's stock is owned by institutional investors?

Which institutional investors have been buying UMB Financial's stock?

How much institutional buying is happening at UMB Financial?

Which of UMB Financial's major shareholders have been selling company stock?

How much institutional selling is happening at UMB Financial?

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