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UMB Financial (UMBF) Institutional Ownership

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$126.35 -2.84 (-2.20%)
Closing price 06/3/2026 04:00 PM Eastern
Extended Trading
$126.35 +0.00 (+0.00%)
As of 04:06 AM 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)
267
Total
Institutional Inflows
(last 12 months)
$1.28B
Number of
Institutional Sellers
(last 12 months)
193
Total
Institutional Outflows
(last 12 months)
$605.12M
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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
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%
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%
5/13/2026 Cetera 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%
5/13/2026 First Trust Advisors LP899,400$101.44M0.1%+12.0%1.184%
5/8/2026 PNC Financial Services Group Inc.8,236$929K0.0%-6.5%0.011%
5/7/2026 WCM Investment Management LLC178,464$19.63M0.0%-3.6%0.235%
5/7/2026 Dimensional Fund Advisors LP2,909,932$328.20M0.1%+1.9%3.830%
5/7/2026 Parallel Advisors LLC1,377$155K0.0%+13.1%0.002%
5/7/2026 KBC Group NV2,555$288K0.0%+14.4%0.003%
5/7/2026 Swiss National Bank150,220$16.94M0.0%+0.3%0.198%
5/6/2026 California Public Employees Retirement System132,821$14.98M0.0%+3.9%0.175%
5/6/2026 Assetmark Inc.2,664$300K0.0%+11.3%0.004%
5/6/2026 Bessemer Group Inc.281,238$31.72M0.0%+61,983.4%0.370%
5/6/2026 Allspring Global Investments Holdings LLC1,357,177$155.60M0.3%-17.8%1.786%
5/5/2026 Bank of New York Mellon Corp552,717$62.34M0.0%-0.1%0.726%
5/5/2026 Sanctuary Advisors LLC2,299$259K0.0%+16.5%0.003%
5/5/2026 Hillsdale Investment Management Inc.2,260$255K0.0%+3,666.7%0.003%
5/5/2026 Avantax Planning Partners Inc.2,916$329K0.0%+46.8%0.004%
5/4/2026 Emerald Advisers LLC267,438$30.16M1.0%-2.9%0.351%
5/4/2026 State of Michigan Retirement System17,141$1.93M0.0%+1.8%0.023%
5/4/2026 Principal Financial Group Inc.712,859$80.40M0.0%-1.9%0.936%
5/1/2026 Midwest Trust Co48,416$5.46M0.1%-2.5%0.064%
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5/1/2026 Fifth 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%
4/30/2026 Hsbc Holdings PLC13,355$1.51M0.0%+290.2%0.018%
4/30/2026 Accredited Investors Inc.8,489$957K0.1%-14.6%0.011%
4/30/2026 Sumitomo Mitsui Trust Group Inc.3,650$412K0.0%N/A0.005%
4/30/2026 Oregon 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%
4/29/2026 Integrated Advisors Network LLC2,408$272K0.0%-90.4%0.003%
4/28/2026 Abel Hall LLC3,603$406K0.1%-17.4%0.005%
4/27/2026 New 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%
4/27/2026 Elevation Point Wealth Partners LLC2,872$324K0.0%N/A0.004%
4/25/2026 Strs Ohio96,000$10.83M0.0%-5.9%0.126%
4/25/2026 Boston Trust Walden Corp208,003$23.46M0.2%-12.3%0.273%
4/22/2026 Pictet Asset Management Holding SA12,280$1.39M0.0%+7.5%0.016%
4/22/2026 Sterling Capital Management LLC8,657$976K0.0%-19.6%0.011%
4/21/2026 GHP 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%
4/21/2026 Louisiana State Employees Retirement System20,700$2.34M0.0%N/A0.027%
4/20/2026 Ritholtz Wealth Management1,998$225K0.0%+8.2%0.003%
4/20/2026 MBM Wealth Consultants LLC231$26K0.0%N/A0.000%
4/17/2026 Flywheel Private Wealth LLC3,000$338K0.2%N/A0.004%
4/16/2026 SG 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%
3/20/2026 Hsbc Holdings PLC3,423$394K0.0%-4.1%0.004%
3/17/2026 Rockefeller Capital Management L.P.1,628$187K0.0%+89.7%0.002%
3/3/2026 Caitong International Asset Management Co. Ltd442$51K0.0%+569.7%0.001%
2/24/2026 Pacer Advisors Inc.8,541$983K0.0%-9.0%0.011%
2/19/2026 T. Rowe Price Investment Management Inc.235,658$27.11M0.0%+25.2%0.310%
2/19/2026 Invesco Ltd.283,113$32.57M0.0%+9.1%0.373%
2/18/2026 Mercer 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%
2/18/2026 State of Tennessee Department of Treasury28,248$3.59M0.0%-4.1%0.037%
2/18/2026 EP Wealth Advisors LLC5,181$596K0.0%N/A0.007%
2/18/2026 Mackenzie Financial Corp4,556$531K0.0%N/A0.006%
2/18/2026 Empowered Funds LLC656$75K0.0%N/A0.001%
2/18/2026 Wellington Management Group LLP2,590,780$298.04M0.1%-16.4%3.411%
2/18/2026 Susquehanna Fundamental Investments LLC68,740$7.91M0.3%-3.1%0.090%
2/18/2026 Man Group plc5,770$664K0.0%N/A0.008%
2/18/2026 IHT Wealth Management LLC8,378$964K0.0%+6.8%0.011%
2/18/2026 Elizabeth Park Capital Advisors Ltd.7,302$840K0.7%-76.1%0.010%
2/18/2026 Balyasny Asset Management L.P.422,065$48.55M0.1%+1,148.3%0.556%
2/17/2026 Integrated Advisors Network LLC25,144$2.89M0.1%-2.4%0.033%
2/17/2026 AQR Capital Management LLC149,473$17.20M0.0%-20.6%0.197%
2/17/2026 Abel Hall LLC4,364$502K0.1%+155.1%0.006%
2/17/2026 Cetera Investment Advisers11,995$1.38M0.0%+42.6%0.016%
2/17/2026 Amundi2,090$240K0.0%N/A0.003%
2/17/2026 FIL Ltd45,000$5.18M0.0%N/A0.059%
2/17/2026 Price T Rowe Associates Inc. MD486,066$55.92M0.0%+96.1%0.640%
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2/17/2026 T. Rowe Price Investment Management Inc.211,046$24.28M0.0%+12.1%0.278%
2/17/2026 Triveni Capital Investments LP50,932$5.86M4.4%N/A0.067%
2/17/2026 Osaic Holdings Inc.48,264$5.55M0.0%+11.6%0.064%
2/17/2026 Adage Capital Partners GP L.L.C.380,211$43.74M0.1%+43.0%0.501%
2/17/2026 Public Employees Retirement System of Ohio42,592$4.90M0.0%-13.8%0.056%
2/17/2026 Russell Investments Group Ltd.31,012$3.57M0.0%+4.9%0.041%
2/17/2026 Guardian Wealth Advisors LLC NC2,002$231K0.0%-9.8%0.003%
2/17/2026 Kemnay Advisory Services Inc.234$27K0.0%N/A0.000%
2/17/2026 State of Wisconsin Investment Board16,752$1.93M0.0%+132.8%0.022%
2/17/2026 Captrust Financial Advisors459,419$52.85M0.1%-0.1%0.605%


UMBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 456 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 413 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 11,365,513 shares in the last 24 months. This purchase volume represents approximately $1.28B in transactions.

Of the 193 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 5,318,368 shares in the last 24 months. This volume of shares sold represents approximately $605.12M in transactions.


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This page (NASDAQ:UMBF) was last updated on 6/4/2026 by MarketBeat.com Staff.
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