Institutional Ownership Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF). We have compiled data on the 335 institutions that hold shares in the stock, with a total of 48.7 Million shares, which have been reported (via 13F filing form) to have a value of $5.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,973,310
shares
|
$718 Million
0.01% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
4,713,974
shares
|
$567 Million
0.01% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,699,561
shares
|
$565 Million
7.84% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,824,651
shares
|
$339 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
2,160,505
shares
|
$260 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
1,948,027
shares
|
$234 Million
0.12% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,919,181
shares
|
$231 Million
0.04% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,883,750
shares
|
$226 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
1,627,567
shares
|
$196 Million
0.17% of portfolio
|
Q3 2024
Reduced 18.6%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
1,594,423
shares
|
$192 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,114,251
shares
|
$134 Million
0.01% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
866,848
shares
|
$104 Million
0.05% of portfolio
|
Q3 2024
Added 403.7%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
849,369
shares
|
$102 Million
0.04% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
653,498
shares
|
$78.5 Million
0.59% of portfolio
|
Q3 2024
Added 95.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
596,313
shares
|
$71.7 Million
0.01% of portfolio
|
Q3 2024
Added 34.08%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
580,174
shares
|
$69.7 Million
0.01% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
580,030
shares
|
$69.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Global Alpha Capital Management Ltd.
|
Nov 08, 2024 Q3 2024 |
552,159
shares
|
$66.4 Million
3.77% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
548,367
shares
|
$65.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
503,386
shares
|
$60.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
461,714
shares
|
$55.5 Million
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Azora Capital LP
Miami, FL |
Nov 14, 2024 Q3 2024 |
400,978
shares
|
$48.2 Million
2.41% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
392,397
shares
|
$47.2 Million
0.12% of portfolio
|
Q3 2024
Added 257.98%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
364,492
shares
|
$43.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
360,106
shares
|
$43.3 Million
0.01% of portfolio
|
Q3 2024
Added 23.18%
|