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UMB Financial (UMBF) Institutional Ownership

+0.64 (+0.78%)
(As of 05/24/2024 ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 WealthPlan Investment Management LLC5,897$513K0.1%-90.5%0.012%
5/17/2024 Comerica Bank18,529$1.61M0.0%-1.5%0.038%
5/16/2024 California State Teachers Retirement System45,916$3.99M0.0%-5.4%0.094%
5/16/2024 EJF Capital LLC27,923$2.43M1.7%-19.2%0.057%
5/16/2024 Jacobs Levy Equity Management Inc.71,147$6.19M0.0%-0.3%0.146%
5/16/2024 Janus Henderson Group PLC48,230$4.19M0.0%-5.2%0.099%
5/15/2024 Public Employees Retirement System of Ohio18,766$1.63M0.0%-3.9%0.039%
5/15/2024 Price T Rowe Associates Inc. MD29,755$2.59M0.0%+5.8%0.061%
5/15/2024 Lazard Asset Management LLC4,768$414K0.0%+167.4%0.010%
5/15/2024 Keeley Teton Advisors LLC20,900$1.82M0.2%+12.9%0.043%
5/14/2024 Pitcairn Co.4,035$351K0.0%+17.6%0.008%
5/14/2024 American International Group Inc.79,300$6.90M0.0%-1.7%0.163%
5/13/2024 O Shaughnessy Asset Management LLC3,451$300K0.0%+30.6%0.007%
5/13/2024 Ameritas Investment Partners Inc.14,152$1.23M0.0%-28.5%0.029%
5/10/2024 Vanguard Group Inc.4,705,385$409.32M0.0%+9.2%9.653%
5/9/2024 State Board of Administration of Florida Retirement System7,921$689K0.0%-37.4%0.016%
5/8/2024 ProShare Advisors LLC371,298$32.30M0.1%-23.9%0.762%
5/8/2024 Global Alpha Capital Management Ltd.525,959$45.75M3.4%-20.6%1.079%
5/8/2024 US Bancorp DE12,980$1.13M0.0%+5.0%0.027%
5/8/2024 Russell Investments Group Ltd.30,016$2.61M0.0%+1.9%0.062%
5/8/2024 Inspire Investing LLC4,119$358K0.0%-10.2%0.008%
5/7/2024 Sei Investments Co.170,363$14.82M0.0%+9.4%0.350%
5/7/2024 WealthPLAN Partners LLC6,097$530K0.1%-92.0%0.013%
5/7/2024 SG Americas Securities LLC4,526$394K0.0%+61.2%0.009%
5/6/2024 Texas Permanent School Fund Corp38,226$3.33M0.0%+1.4%0.078%
5/2/2024 Financial Counselors Inc.36,489$3.17M0.1%-0.8%0.075%
5/2/2024 Mutual of America Capital Management LLC107,703$9.37M0.1%+8.4%0.221%
5/1/2024 Janney Montgomery Scott LLC2,896$252K0.0%N/A0.006%
5/1/2024 BNP Paribas Financial Markets24,511$2.13M0.0%+35.0%0.050%
5/1/2024 Mirae Asset Global Investments Co. Ltd.19,104$1.66M0.0%-5.6%0.039%
4/30/2024 Retirement Systems of Alabama54,848$4.77M0.0%+0.3%0.113%
4/29/2024 Principal Financial Group Inc.187,588$16.32M0.0%+14.9%0.385%
4/26/2024 Securian Asset Management Inc.3,498$304K0.0%-5.4%0.007%
4/26/2024 UMB Bank n.a.5,241,631$455.97M7.2%-1.2%10.754%
4/26/2024 Yousif Capital Management LLC19,804$1.72M0.0%-2.2%0.041%
4/25/2024 New 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%
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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%
3/25/2024 Quadrature Capital Ltd4,453$372K0.0%N/A0.009%
3/22/2024 PNC Financial Services Group Inc.6,366$532K0.0%+20.4%0.013%
3/11/2024 Vanguard Group Inc.4,310,807$360.17M0.0%+1.0%8.844%
3/5/2024 Fisher Asset Management LLC479,705$40.08M0.0%-19.2%0.984%
3/5/2024 Wellington 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%
3/1/2024 Goldman Sachs Group Inc.388,379$32.45M0.0%-13.4%0.797%
2/28/2024 American International Group Inc.80,670$6.74M0.0%-3.1%0.166%
2/15/2024 Comerica Bank18,816$1.57M0.0%+1.2%0.039%
2/14/2024 Seven Eight Capital LP13,700$1.15M0.1%N/A0.028%
2/13/2024 First National Bank of Omaha20,935$1.75M0.1%-2.5%0.043%
2/13/2024 American International Group Inc.80,670$6.74M0.0%-3.1%0.166%
2/13/2024 Keeley Teton Advisors LLC18,516$1.55M0.2%+62.5%0.038%
2/13/2024 Rafferty Asset Management LLC70,896$5.92M0.0%+23.4%0.146%
2/13/2024 Jones Financial Companies Lllp2,070$173K0.0%-35.3%0.004%
2/13/2024 Campbell & CO Investment Adviser LLC5,780$483K0.0%-70.4%0.012%
2/12/2024 Hsbc Holdings PLC13,821$1.16M0.0%-24.4%0.028%
2/9/2024 Commerce Bank40,652$3.40M0.0%+7.5%0.084%
2/9/2024 US Bancorp DE12,358$1.03M0.0%+1.4%0.025%
2/9/2024 Assetmark Inc.330$28K0.0%N/A0.001%
2/9/2024 GW&K Investment Management LLC243,768$20.37M0.2%N/A0.502%
2/9/2024 Quest Partners LLC16,938$1.42M0.3%N/A0.035%
2/9/2024 Global Alpha Capital Management Ltd.662,769$55.37M4.5%+18.0%1.365%
2/9/2024 PNC Financial Services Group Inc.6,366$532K0.0%+20.4%0.013%
2/9/2024 Norges Bank471,283$39.38M0.0%N/A0.971%
2/8/2024 Brown Advisory Inc.404,336$33.78M0.0%-5.2%0.833%
2/8/2024 Great Lakes Advisors LLC58,773$4.91M0.0%N/A0.121%
2/8/2024 Quadrant Capital Group LLC2,743$229K0.0%+42.6%0.006%
2/8/2024 Vanguard Personalized Indexing Management LLC3,392$283K0.0%N/A0.007%
2/8/2024 Massachusetts Financial Services Co. MA428,932$35.84M0.0%+39.3%0.884%
2/7/2024 Principal Financial Group Inc.163,209$13.64M0.0%-0.6%0.336%
2/7/2024 Envestnet Portfolio Solutions Inc.3,390$283K0.0%N/A0.007%
2/7/2024 Dimensional Fund Advisors LP1,544,008$129.01M0.0%+11.7%3.181%
2/7/2024 BNP Paribas Financial Markets18,160$1.52M0.0%-29.9%0.037%
2/7/2024 Teacher Retirement System of Texas11,722$979K0.0%+38.4%0.024%
2/7/2024 ETF Store Inc.3,009$251K0.2%N/A0.006%
2/6/2024 Charles Schwab Investment Management Inc.526,747$44.01M0.0%+3.1%1.085%
2/6/2024 Swiss National Bank90,800$7.59M0.0%-10.4%0.187%
2/6/2024 Fisher Asset Management LLC479,559$40.07M0.0%-19.2%0.988%
2/6/2024 Fortitude Advisory Group L.L.C.4,558$381K0.2%-30.3%0.009%
2/6/2024 New York Life Investment Management LLC5,982$500K0.0%-2.9%0.012%
2/5/2024 Victory Capital Management Inc.1,997,303$166.88M0.2%+15.3%4.115%
2/5/2024 Retirement Systems of Alabama54,704$4.57M0.0%+0.3%0.113%
2/5/2024 Russell Investments Group Ltd.29,449$2.46M0.0%+1.6%0.061%
2/2/2024 Headlands Technologies LLC437$37K0.0%-63.6%0.001%
2/2/2024 State of New Jersey Common Pension Fund D35,381$2.96M0.0%-10.1%0.073%
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2/2/2024 Atria Wealth Solutions Inc.5,438$456K0.0%+58.0%0.011%
2/1/2024 Wolverine Asset Management LLC5,621$470K0.0%N/A0.012%
2/1/2024 New York State Common Retirement Fund18,085$1.51M0.0%+1.8%0.037%
2/1/2024 California Public Employees Retirement System90,903$7.60M0.0%-8.2%0.187%
2/1/2024 Handelsbanken Fonder AB9,930$830K0.0%-9.1%0.020%
2/1/2024 CWM LLC1,607$134K0.0%-30.5%0.003%
2/1/2024 Signaturefd LLC3,502$293K0.0%-6.2%0.007%
1/31/2024 Kornitzer Capital Management Inc. KS2,820$236K0.0%N/A0.006%
1/31/2024 Federated Hermes Inc.6,897$576K0.0%-15.7%0.014%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank10,013$837K0.0%+7.9%0.021%
(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, 245 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were Arete Wealth Advisors LLC ($175.34B), UMB Bank n.a. ($455.97M), BlackRock Inc. ($448.13M), Vanguard Group Inc. ($409.32M), 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 205 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), Vanguard Group Inc. ($438.73K), ProShare Advisors LLC ($358.05K), and Dimensional Fund Advisors LP ($293.75K).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 8,927,932 shares in the last 24 months. This purchase volume represents approximately $644.66M in transactions.

Which UMB Financial major shareholders have been selling company stock?

Of the 151 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. ($582.12K), Assenagon Asset Management S.A. ($388.33K), Brown Advisory Inc. ($366.22K), Boston Trust Walden Corp ($332.99K), Nuance Investments LLC ($314.45K), and Fisher Asset Management LLC ($247.76K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 5,079,748 shares in the last 24 months. This volume of shares sold represents approximately $385.28M in transactions.

This page (NASDAQ:UMBF) was last updated on 5/26/2024 by Staff

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