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 280 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
5,879,248
shares
|
$485 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
5,241,631
shares
|
$432 Million
7.34% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
4,705,385
shares
|
$388 Million
0.01% of portfolio
|
Q1 2024
Added 9.15%
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
2,734,555
shares
|
$225 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.88%
|
|
Victory Capital Management Inc
|
May 03, 2024 Q1 2024 |
2,011,976
shares
|
$166 Million
0.18% of portfolio
|
Q1 2024
Added 0.73%
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
1,905,072
shares
|
$157 Million
0.27% of portfolio
|
Q1 2024
Added 3.42%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
1,900,063
shares
|
$157 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
1,641,434
shares
|
$135 Million
0.09% of portfolio
|
Q1 2024
Added 4.8%
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
1,589,895
shares
|
$131 Million
0.04% of portfolio
|
Q1 2024
Added 2.97%
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
1,036,420
shares
|
$85.4 Million
0.01% of portfolio
|
Q1 2024
Added 3.33%
|
|
Boston Trust Walden Corp
|
Apr 22, 2024 Q1 2024 |
688,222
shares
|
$56.7 Million
0.43% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
668,652
shares
|
$55.1 Million
0.02% of portfolio
|
Q1 2024
Added 2.89%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
551,059
shares
|
$45.4 Million
0.01% of portfolio
|
Q1 2024
Added 4.62%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
533,627
shares
|
$44 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.97%
|
|
Global Alpha Capital Management Ltd.
|
May 08, 2024 Q1 2024 |
525,959
shares
|
$43.4 Million
3.4% of portfolio
|
Q1 2024
Reduced 20.64%
|
|
Massachusetts Financial Services CO
Boston, MA |
May 14, 2024 Q1 2024 |
427,325
shares
|
$35.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
411,703
shares
|
$33.9 Million
0.05% of portfolio
|
Q1 2024
Added 1.82%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 09, 2024 Q1 2024 |
407,527
shares
|
$33.6 Million
0.02% of portfolio
|
Q1 2024
Reduced 15.05%
|
|
Pro Share Advisors LLC
|
May 08, 2024 Q1 2024 |
371,298
shares
|
$30.6 Million
0.09% of portfolio
|
Q1 2024
Reduced 23.86%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
363,879
shares
|
$30 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
327,692
shares
|
$27 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.47%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
297,567
shares
|
$24.5 Million
0.0% of portfolio
|
Q1 2024
Added 1.26%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
287,460
shares
|
$23.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 08, 2024 Q1 2024 |
238,572
shares
|
$19.7 Million
0.18% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
209,328
shares
|
$17.3 Million
0.0% of portfolio
|
Q1 2024
Added 19.89%
|