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 427 institutions that hold shares in the stock, with a total of 64.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
7,768,829
shares
|
$842 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,973,310
shares
|
$648 Million
0.01% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,315,949
shares
|
$468 Million
7.72% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
4,233,653
shares
|
$459 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,098,798
shares
|
$336 Million
0.07% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,832,827
shares
|
$307 Million
0.07% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,874,900
shares
|
$203 Million
0.01% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,832,674
shares
|
$199 Million
0.17% of portfolio
|
Q3 2025
Added 32.69%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,755,496
shares
|
$190 Million
0.37% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
1,594,380
shares
|
$173 Million
0.1% of portfolio
|
Q3 2025
Reduced 19.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,455,157
shares
|
$158 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
1,371,653
shares
|
$149 Million
0.74% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
1,222,063
shares
|
$132 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
974,499
shares
|
$106 Million
0.02% of portfolio
|
Q3 2025
Added 20.99%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
929,156
shares
|
$101 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
879,447
shares
|
$95.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 20.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
844,439
shares
|
$91.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
751,277
shares
|
$81.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
742,958
shares
|
$80.5 Million
0.78% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
728,296
shares
|
$78.9 Million
0.02% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
725,693
shares
|
$78.7 Million
0.01% of portfolio
|
Q3 2025
Added 31.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
713,657
shares
|
$77.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Global Alpha Capital Management Ltd.
|
Nov 12, 2025 Q3 2025 |
643,844
shares
|
$69.8 Million
4.3% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
604,890
shares
|
$65.6 Million
0.06% of portfolio
|
Q3 2025
Added 63.07%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
580,926
shares
|
$63 Million
0.05% of portfolio
|
Q3 2025
Added 44.28%
|
|