Free Trial
→ I was wrong about Trump (From Porter & Company) (Ad) Free UMBF Stock Alerts

UMB Financial (UMBF) Institutional Ownership

UMB Financial logo
$110.21 -1.25 (-1.12%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$110.18 -0.02 (-0.02%)
As of 07/11/2025 05:50 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 Polygon.io. 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)
281
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$660.50M
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.

Skip Chart & View Institutional Buying and Selling Data

UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Wedge Capital Management L L P NC57,273$6.02M0.1%+8.7%0.075%
7/11/2025 UMB Bank n.a.4,353,205$457.78M7.1%-1.0%5.734%
7/10/2025 Trust Point Inc.4,038$425K0.0%-36.2%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC19,540$2.16M0.0%+1.1%0.026%
6/18/2025Voya Investment Management LLC64,510$6.52M0.0%+40.7%0.085%
6/3/2025Inspire Investing LLC3,401$344K0.0%-4.0%0.004%
5/28/2025Strs Ohio107,300$10.85M0.0%N/A0.141%
5/20/2025Intech Investment Management LLC34,552$3.49M0.0%+52.5%0.046%
5/19/2025Jane Street Group LLC49,877$5.04M0.0%+161.7%0.066%
5/19/2025Bayforest Capital Ltd2,217$224K0.1%+3,595.0%0.003%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC207,881$21.02M0.0%+65.2%0.274%
5/16/2025Zurich Insurance Group Ltd FI464,699$46.98M0.4%+11.1%0.612%
5/16/2025McIlrath & Eck LLC291$29K0.0%N/A0.000%
5/16/2025United Services Automobile Association4,301$431K0.0%N/A0.006%
5/16/2025Great Lakes Advisors LLC55,168$5.58M0.0%+7.1%0.073%
5/16/2025Goldman Sachs Group Inc.936,685$94.70M0.0%-7.4%1.234%
5/16/2025Jones Financial Companies Lllp4,437$417K0.0%-19.3%0.006%
5/16/2025Dynamic Technology Lab Private Ltd6,829$690K0.1%-64.8%0.009%
5/16/2025NFJ Investment Group LLC28,068$2.84M0.1%-38.1%0.037%
5/16/2025NewEdge Advisors LLC5,643$570K0.0%+47.0%0.007%
5/16/2025Millennium Management LLC485,749$49.11M0.0%-37.5%0.640%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.60,344$6.10M0.0%+41.5%0.079%
5/16/2025Interval Partners LP10,746$1.09M0.0%-77.7%0.014%
5/16/2025Jacobs Levy Equity Management Inc.31,196$3.15M0.0%-62.7%0.041%
5/16/2025Hancock Whitney Corp8,052$814K0.0%-85.2%0.011%
5/16/2025Boothbay Fund Management LLC68,131$6.89M0.2%N/A0.090%
5/16/2025Bridgeway Capital Management LLC31,305$3.17M0.1%+3.3%0.041%
5/16/2025Alliancebernstein L.P.202,075$20.43M0.0%+118.1%0.266%
5/16/2025AQR Capital Management LLC216,097$21.47M0.0%-45.2%0.285%
5/16/2025Adage Capital Partners GP L.L.C.453,900$45.89M0.1%+50.4%0.598%
5/15/2025Federation des caisses Desjardins du Quebec16,143$1.63M0.0%+19.9%0.021%
5/15/2025EP Wealth Advisors LLC4,399$445K0.0%+86.3%0.006%
5/15/2025Focus Partners Advisor Solutions LLC25,101$2.54M0.0%N/A0.033%
5/15/2025Royal Bank of Canada42,829$4.33M0.0%+28.2%0.056%
5/15/2025MAI Capital Management771$78K0.0%+14.7%0.001%
5/15/2025Vident Advisory LLC1,995$202K0.0%N/A0.003%
5/15/2025Evergreen Capital Management LLC4,490$456K0.0%N/A0.006%
5/15/2025State of Wyoming7,585$767K0.1%+97.9%0.010%
5/15/2025Brant Point Investment Management LLC44,455$4.49M0.5%-16.1%0.059%
5/15/2025Clarity Asset Management Inc.643$65K0.0%N/A0.001%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/15/2025Earnest Partners LLC1,427,803$144.35M0.7%N/A1.881%
5/15/2025Elizabeth Park Capital Advisors Ltd.30,457$3.08M2.8%N/A0.040%
5/14/2025Ieq Capital LLC7,083$719K0.0%N/A0.009%
5/14/2025Keeley Teton Advisors LLC18,714$1.89M0.2%-1.1%0.025%
5/14/2025Rafferty Asset Management LLC87,758$8.87M0.0%+19.0%0.116%
5/14/2025Ceredex Value Advisors LLC130,450$13.19M0.3%+1.3%0.172%
5/14/2025FORA Capital LLC3,036$307K0.0%N/A0.004%
5/14/2025Corebridge Financial Inc.108,116$10.93M0.1%+49.7%0.142%
5/14/2025Comerica Bank33,493$3.39M0.0%-3.6%0.044%
5/14/2025MetLife Investment Management LLC76,194$7.70M0.0%+48.5%0.100%
5/14/2025Systematic Financial Management LP335,410$33.91M1.0%+3.1%0.442%
5/14/2025Smartleaf Asset Management LLC565$57K0.0%+292.4%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.362$37K0.0%+143.0%0.000%
5/14/2025Douglass Winthrop Advisors LLC6,175$624K0.0%-3.9%0.008%
5/14/2025AlphaQuest LLC1,174$119K0.0%-95.6%0.002%
5/14/2025Advantage Alpha Capital Partners LP2,336$236K0.1%-60.8%0.003%
5/14/2025Petiole USA ltd24,122$2.44M1.7%N/A0.032%
5/14/2025BI Asset Management Fondsmaeglerselskab A S345$35K0.0%N/A0.000%
5/14/2025Hsbc Holdings PLC7,719$777K0.0%+4.4%0.010%
5/14/2025Wellington Management Group LLP2,407,115$243.36M0.0%+19.1%3.171%
5/13/2025Northern Trust Corp916,964$92.71M0.0%+43.9%1.208%
5/13/2025Brooklyn Investment Group247$25K0.0%+4,840.0%0.000%
5/13/2025Raymond James Financial Inc.167,395$16.92M0.0%+66.4%0.220%
5/13/2025American Century Companies Inc.2,054,007$207.66M0.1%+7.7%2.706%
5/13/2025Dimensional Fund Advisors LP2,700,678$273.03M0.1%+78.3%3.557%
5/13/2025Fox Run Management L.L.C.4,759$481K0.1%N/A0.006%
5/13/2025KLCM Advisors Inc.4,878$493K0.1%N/A0.006%
5/13/2025Cookson Peirce & Co. Inc.7,367$745K0.0%+18.0%0.010%
5/13/2025Persistent Asset Partners Ltd11,959$1.21M1.0%N/A0.016%
5/13/2025HighTower Advisors LLC5,272$533K0.0%+196.5%0.007%
5/12/2025Nuveen LLC507,655$51.32M0.0%N/A0.669%
5/12/2025Invesco Ltd.399,590$40.40M0.0%+28.9%0.526%
5/12/2025Global Alpha Capital Management Ltd.511,137$51.68M3.8%+21.1%0.673%
5/12/2025Angel Oak Capital Advisors LLC9,700$981K1.3%N/A0.013%
5/12/2025Wolverine Asset Management LLC23,757$2.40M0.0%N/A0.031%
5/12/2025Citigroup Inc.105,889$10.71M0.0%+12.5%0.139%
5/12/2025Swiss National Bank140,320$14.19M0.0%+54.0%0.185%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.266$27K0.0%N/A0.000%
5/12/2025Neumeier Poma Investment Counsel LLC312,199$31.56M3.4%-0.3%0.411%
5/9/2025Headlands Technologies LLC23,515$2.38M0.3%+172.4%0.031%
5/9/2025Deutsche Bank AG242,782$24.55M0.0%+174.9%0.320%
5/9/2025Charles Schwab Investment Management Inc.813,757$82.27M0.0%+44.3%1.072%
5/9/2025Vanguard Group Inc.7,332,764$741.34M0.0%+54.0%9.659%
5/9/2025PrairieView Partners LLC4,476$452K0.0%N/A0.006%
5/9/2025Atria Wealth Solutions Inc.3,630$368K0.0%-10.8%0.005%
5/9/2025Connable Office Inc.4,851$490K0.1%N/A0.006%
5/9/2025Phocas Financial Corp.42,618$4.31M0.7%N/A0.056%
5/9/2025PNC Financial Services Group Inc.8,064$815K0.0%+9.7%0.011%
5/9/2025Powszechne Towarzystwo Emerytalne Allianz Polska S.A.170,440$17.23M7.8%N/A0.225%
5/8/2025Blueshift Asset Management LLC2,005$203K0.1%N/A0.003%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/8/2025Commerce Bank38,950$3.94M0.0%-6.1%0.051%
5/8/2025Moors & Cabot Inc.3,296$333K0.0%N/A0.004%
5/8/2025US Bancorp DE16,743$1.69M0.0%+27.8%0.022%
5/8/2025Wealthquest Corp3,526$393K0.0%N/A0.005%
5/8/2025Natixis Advisors LLC30,390$3.07M0.0%+3.6%0.040%
5/8/2025Bayforest Capital Ltd2,217$224K0.1%+3,595.0%0.003%
5/8/2025Federated Hermes Inc.152,200$15.39M0.0%+28.4%0.200%
5/7/2025N.E.W. Advisory Services LLC3,864$391K0.0%N/A0.005%
5/7/2025First National Advisers LLC3,675$372K0.1%N/A0.005%
5/7/2025LPL Financial LLC25,104$2.54M0.0%+23.5%0.033%
(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, 370 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were Vanguard Group Inc. ($741.34M), UMB Bank n.a. ($457.78M), State Street Corp ($297.96M), Dimensional Fund Advisors LP ($273.03M), Wellington Management Group LLP ($243.36M), American Century Companies Inc. ($207.66M), and Allspring Global Investments Holdings LLC ($192.30M).Learn more on UMB Financial's institutional investors.

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

87.78% of UMB Financial's stock is owned by institutional investors. Learn more on UMBF's institutional investor holdings.

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

Of the 323 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. ($3.06M), Wellington Management Group LLP ($1.58M), Dimensional Fund Advisors LP ($1.54M), Principal Financial Group Inc. ($1.45M), Earnest Partners LLC ($1.43M), Millennium Management LLC ($623.75K), and Norges Bank ($611.59K).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 18,209,719 shares in the last 24 months. This purchase volume represents approximately $1.84B in transactions.

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

Of the 139 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: UMB Bank n.a. ($888.43K), Victory Capital Management Inc. ($775.49K), Wellington Management Group LLP ($680.61K), Boston Trust Walden Corp ($425.29K), Millennium Management LLC ($363.62K), Bank of New York Mellon Corp ($332.26K), and Azora Capital LP ($232.30K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 6,373,947 shares in the last 24 months. This volume of shares sold represents approximately $660.50M in transactions.


Related Companies

This page (NASDAQ:UMBF) was last updated on 7/13/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored