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 420 institutions that hold shares in the stock, with a total of 62.3 Million shares, which have been reported (via 13F filing form) to have a value of $6.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
7,332,764
shares
|
$802 Million
0.01% of portfolio
|
Q1 2025
Added 53.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,973,310
shares
|
$654 Million
0.01% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,353,205
shares
|
$476 Million
7.31% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
3,982,776
shares
|
$436 Million
0.02% of portfolio
|
Q1 2025
Added 27.26%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
2,700,678
shares
|
$296 Million
0.07% of portfolio
|
Q1 2025
Added 78.26%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
2,407,115
shares
|
$263 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
2,054,007
shares
|
$225 Million
0.13% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,990,401
shares
|
$218 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
1,912,883
shares
|
$209 Million
0.36% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,726,933
shares
|
$189 Million
0.01% of portfolio
|
Q1 2025
Added 55.24%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
1,427,803
shares
|
$156 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,236,487
shares
|
$135 Million
0.14% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
936,685
shares
|
$102 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
916,964
shares
|
$100 Million
0.01% of portfolio
|
Q1 2025
Added 43.93%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
839,773
shares
|
$91.9 Million
0.05% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
820,302
shares
|
$89.8 Million
0.01% of portfolio
|
Q1 2025
Added 90.8%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
813,757
shares
|
$89 Million
0.02% of portfolio
|
Q1 2025
Added 44.34%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
780,468
shares
|
$85.4 Million
0.07% of portfolio
|
Q1 2025
Added 73.44%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
749,507
shares
|
$82 Million
0.78% of portfolio
|
Q1 2025
Added 75.37%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
640,443
shares
|
$70.1 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Global Alpha Capital Management Ltd.
|
May 12, 2025 Q1 2025 |
511,137
shares
|
$55.9 Million
3.7% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
507,655
shares
|
$55.5 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
494,799
shares
|
$54.1 Million
0.0% of portfolio
|
Q1 2025
Added 32.61%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
485,749
shares
|
$53.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 37.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
467,645
shares
|
$51.2 Million
0.12% of portfolio
|
Q1 2025
Added 1.43%
|