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 |
|---|---|---|---|---|---|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
464,699
shares
|
$50.8 Million
0.39% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
May 15, 2025 Q1 2025 |
453,900
shares
|
$49.7 Million
0.09% of portfolio
|
Q1 2025
Added 50.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
441,935
shares
|
$48.4 Million
0.01% of portfolio
|
Q1 2025
Added 60.11%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
427,586
shares
|
$46.8 Million
0.01% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
412,896
shares
|
$45.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
399,590
shares
|
$43.7 Million
0.01% of portfolio
|
Q1 2025
Added 28.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
389,162
shares
|
$42.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
378,614
shares
|
$41.4 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
370,808
shares
|
$40.6 Million
0.05% of portfolio
|
Q1 2025
Added 45.85%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
335,410
shares
|
$36.7 Million
1.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
317,105
shares
|
$34.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Neumeier Poma Investment Counsel LLC
|
May 12, 2025 Q1 2025 |
312,199
shares
|
$34.2 Million
3.74% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
291,220
shares
|
$31.9 Million
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
281,586
shares
|
$30.8 Million
0.03% of portfolio
|
Q1 2025
Added 122.37%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
268,412
shares
|
$29.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.38%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
268,086
shares
|
$29.3 Million
0.04% of portfolio
|
Q1 2025
Added 396.46%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
262,931
shares
|
$28.8 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
245,079
shares
|
$26.8 Million
0.01% of portfolio
|
Q1 2025
Added 53.17%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
242,782
shares
|
$26.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 63.62%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
232,393
shares
|
$25.4 Million
0.07% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
228,812
shares
|
$25 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
220,939
shares
|
$24.2 Million
0.0% of portfolio
|
Q1 2025
Added 42.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
216,097
shares
|
$23.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.24%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
May 01, 2025 Q1 2025 |
208,589
shares
|
$22.8 Million
4.24% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
207,881
shares
|
$22.7 Million
0.01% of portfolio
|
Q1 2025
Added 65.25%
|