UMB FINL CORP (UMBF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
457
Reporting holders
$10.2B
Reported value
94.3%
Of shares outstanding
0.0%
Held as options
+34
Holder change
Institutions report 71,608,718 shares against 75,950,030 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.5B | 10,215,651 | 0.02% | 8q | +9.3%+$124.4M |
| UMB Bank, n.a. | $667.4M | 4,674,963 | 8.45% | 31q | -1.0%-$6.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $601.5M | 4,213,123 | 0.03% | 2q | +1.9%+$11.0M |
| STATE STREET CORP | $591.8M | 4,133,285 | 0.02% | 31q | +3.8%+$21.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $446.9M | 3,130,338 | 0.01% | 2q | +0.9%+$4.1M |
| DIMENSIONAL FUND ADVISORS LP | $432.7M | 3,030,849 | 0.08% | 31q | +4.2%+$17.3M |
| FMR LLC | $381.4M | 2,671,666 | 0.02% | 31q | +10.3%+$35.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $294.8M | 2,064,907 | 0.02% | 31q | +6.0%+$16.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $240.9M | 1,687,247 | 0.04% | 24q | -37.7%-$145.6M |
| NEUBERGER BERMAN GROUP LLC | $223.0M | 1,562,240 | 0.15% | 8q | -8.1%-$19.6M |
| EARNEST PARTNERS LLC | $177.4M | 1,242,430 | 0.64% | 6q | -2.8%-$5.1M |
| GOLDMAN SACHS GROUP INC | $177.3M | 1,241,789 | 0.02% | 31q | +38.6%+$49.4M |
| Allspring Global Investments Holdings, LLC | $166.9M | 1,145,958 | 0.26% | 19q | -15.6%-$30.8M |
| AMERICAN CENTURY COMPANIES INC | $149.3M | 1,045,921 | 0.07% | 31q | -22.3%-$42.8M |
| ALLIANCEBERNSTEIN L.P. | $146.7M | 1,300,605 | 0.05% | 31q | +6.6%+$9.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $137.7M | 964,626 | 0.02% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $137.7M | 964,626 | 0.02% | new | NEW |
| CITADEL ADVISORS LLC | $135.5M | 943,290 | 0.02% | 15q | -11.7%-$18.0M |
| MORGAN STANLEY | $134.1M | 939,019 | 0.01% | 35q | -6.7%-$9.7M |
| NORTHERN TRUST CORP | $132.3M | 926,889 | 0.02% | 31q | +5.3%+$6.6M |
| FIRST TRUST ADVISORS LP | $130.6M | 914,990 | 0.08% | 31q | +1.7%+$2.2M |
| BANK OF AMERICA CORP /DE/ | $129.2M | 904,683 | 0.01% | 31q | +30.1%+$29.9M |
| VICTORY CAPITAL MANAGEMENT INC | $128.5M | 900,418 | 0.07% | 31q | -8.0%-$11.2M |
| Nuveen, LLC | $109.0M | 763,660 | 0.03% | 6q | +16.4%+$15.4M |
| NORGES BANK | $100.7M | 705,322 | 0.01% | 32q | -5.5%-$5.9M |
| Clearbridge Investments, LLC | $99.9M | 699,624 | 0.08% | 5q | +7.7%+$7.1M |
| PRINCIPAL FINANCIAL GROUP INC | $99.2M | 694,836 | 0.05% | 31q | -2.5%-$2.6M |
| Global Alpha Capital Management Ltd. | $98.6M | 690,325 | 5.90% | 31q | +4.8%+$4.5M |
| Bank of New York Mellon Corp | $78.4M | 549,240 | 0.01% | 31q | -0.6%-$496.4K |
| JOHNSON INVESTMENT COUNSEL INC | $71.5M | 500,732 | 0.52% | 8q | +3.7%+$2.5M |
| VANGUARD FIDUCIARY TRUST CO | $67.9M | 475,634 | 0.01% | 2q | +2.7%+$1.8M |
| CAPTRUST FINANCIAL ADVISORS | $61.2M | 428,347 | 0.09% | 31q | -4.0%-$2.6M |
| Junto Capital Management LP | $58.9M | 412,747 | 1.03% | new | NEW |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $58.6M | 410,797 | 4.02% | 10q | +1.7%+$983.6K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $57.0M | 401,467 | 0.04% | 6q | +24.7%+$11.3M |
| CONGRESS ASSET MANAGEMENT CO | $56.6M | 396,647 | 0.35% | 28q | +162.1%+$35.0M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $52.0M | 364,287 | 0.46% | 2q | +23.5%+$9.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $50.4M | 353,035 | 0.02% | 31q | +3.9%+$1.9M |
| EMERALD ADVISERS, LLC | $49.4M | 345,687 | 1.16% | 8q | +29.3%+$11.2M |
| FRANKLIN RESOURCES INC | $48.6M | 340,610 | 0.01% | 13q | +8.4%+$3.8M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $48.5M | 339,475 | 0.97% | 9q | -2.0%-$995.0K |
| NFJ INVESTMENT GROUP, LLC | $47.0M | 329,404 | 1.59% | 13q | +1.1%+$491.1K |
| RAYMOND JAMES FINANCIAL INC | $46.3M | 324,438 | 0.01% | 7q | +13.7%+$5.6M |
| JPMORGAN CHASE & CO | $44.0M | 306,503 | 0.00% | 31q | -1.4%-$628.3K |
| AQR CAPITAL MANAGEMENT LLC | $41.8M | 295,887 | 0.01% | 27q | +53.6%+$14.6M |
| Azora Capital LP | $39.2M | 274,871 | 1.65% | new | NEW |
| Holocene Advisors, LP | $37.5M | 262,423 | 0.08% | 8q | +470.4%+$30.9M |
| FEDERATED HERMES, INC. | $36.5M | 255,948 | 0.05% | 31q | +50.0%+$12.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36.3M | 254,210 | 0.02% | new | NEW |
| Fisher Asset Management, LLC | $34.7M | 243,154 | 0.01% | 31q | HELD |
| Jupiter Topco LLC | $34.0M | 238,162 | 0.01% | new | FIRST |
| EMERALD MUTUAL FUND ADVISERS TRUST | $33.6M | 235,696 | 1.18% | 8q | +48.6%+$11.0M |
| RHUMBLINE ADVISERS | $33.5M | 234,405 | 0.03% | 31q | +2.9%+$945.5K |
| SEI INVESTMENTS CO | $32.3M | 226,487 | 0.03% | 31q | +18.8%+$5.1M |
| ProShare Advisors LLC | $32.2M | 225,860 | 0.05% | 31q | +4.8%+$1.5M |
| UBS Group AG | $29.8M | 208,492 | 0.00% | 31q | -28.8%-$12.0M |
| Stieven Capital Advisors, L.P. | $29.1M | 204,065 | 5.56% | 6q | -10.8%-$3.5M |
| Invesco Ltd. | $29.0M | 203,034 | 0.00% | 31q | -26.0%-$10.2M |
| Boston Trust Walden Corp | $28.3M | 197,886 | 0.22% | 31q | -4.9%-$1.4M |
| NEW YORK STATE COMMON RETIREMENT FUND | $28.0M | 196,163 | 0.04% | 31q | +1.3%+$356.9K |
| Qube Research & Technologies Ltd | $26.5M | 185,380 | 0.02% | 3q | -30.5%-$11.6M |
| Aristotle Capital Boston, LLC | $25.9M | 181,329 | 1.74% | new | NEW |
| WCM INVESTMENT MANAGEMENT, LLC | $25.9M | 182,176 | 0.05% | 4q | +2.1%+$527.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25.6M | 179,559 | 0.00% | 31q | -3.9%-$1.1M |
| WELLS FARGO & COMPANY/MN | $24.5M | 171,663 | 0.00% | 31q | -37.9%-$15.0M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $24.3M | 170,440 | 8.21% | 6q | HELD |
| Swiss National Bank | $20.7M | 145,120 | 0.01% | 31q | -3.4%-$728.1K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $20.6M | 144,257 | 0.82% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $20.1M | 140,449 | 0.00% | 31q | +6.1%+$1.1M |
| California Public Employees Retirement System | $19.0M | 132,990 | 0.01% | 31q | HELD |
| Creative Planning | $18.6M | 130,213 | 0.01% | 31q | +23.4%+$3.5M |
| Gator Capital Management, LLC | $18.5M | 129,450 | 3.88% | 13q | -11.0%-$2.3M |
| FJ Capital Management LLC | $18.2M | 127,486 | 2.36% | 4q | +191.5%+$12.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $16.8M | 117,726 | 0.03% | 17q | +1.2%+$192.7K |
| Interval Partners, LP | $16.5M | 115,855 | 0.43% | 2q | +670.0%+$14.4M |
| STRS OHIO | $16.5M | 115,700 | 0.06% | 31q | +20.5%+$2.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $15.9M | 111,071 | 0.28% | 6q | +126.0%+$8.8M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15.1M | 105,762 | 0.05% | 4q | -20.8%-$4.0M |
| Ceredex Value Advisors LLC | $14.1M | 98,850 | 0.40% | 10q | -24.9%-$4.7M |
| Legal & General Group Plc | $13.7M | 95,737 | 0.00% | 31q | -1.5%-$215.1K |
| DEUTSCHE BANK AG\ | $13.3M | 92,967 | 0.00% | 34q | +15.3%+$1.8M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $13.1M | 91,750 | 0.13% | 31q | -5.7%-$787.9K |
| OSAIC HOLDINGS, INC. | $11.4M | 79,883 | 0.01% | 26q | +65.8%+$4.5M |
| THIRD AVENUE MANAGEMENT LLC | $11.2M | 78,245 | 1.79% | 31q | HELD |
| MetLife Investment Management, LLC | $10.9M | 76,171 | 0.05% | 32q | +3.8%+$395.2K |
| MILLENNIUM MANAGEMENT LLC | $10.8M | 75,840 | 0.00% | 2q | -52.5%-$12.0M |
| AMERIPRISE FINANCIAL INC | $10.6M | 73,956 | 0.00% | 31q | -49.3%-$10.3M |
| Retirement Systems of Alabama | $10.5M | 73,867 | 0.03% | 31q | -15.6%-$2.0M |
| SummitTX Capital, L.P. | $10.4M | 73,008 | 0.27% | new | NEW |
| FIL Ltd | $10.4M | 72,575 | 0.01% | 3q | -4.7%-$514.2K |
| VANGUARD ASSET MANAGEMENT, Ltd | $10.0M | 70,272 | 0.01% | 2q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.8M | 68,730 | 0.01% | 31q | -0.9%-$87.5K |
| CITIGROUP INC | $9.6M | 66,934 | 0.00% | 31q | +39.8%+$2.7M |
| Russell Investments Group, Ltd. | $9.1M | 63,414 | 0.01% | 31q | +86.9%+$4.2M |
| Vest Financial, LLC | $8.7M | 60,863 | 0.09% | 6q | -0.6%-$55.8K |
| NICOLET BANKSHARES INC | $8.0M | 55,956 | 0.25% | 2q | HELD |
| TWO SIGMA INVESTMENTS, LP | $7.8M | 54,433 | 0.01% | 12q | -12.0%-$1.1M |
| Karl Kapital LLC | $7.4M | 52,019 | 4.42% | 3q | -16.5%-$1.5M |
| Swedbank AB | $7.4M | 52,000 | 0.01% | new | NEW |
| BROWN ADVISORY INC | $7.4M | 51,855 | 0.01% | 31q | -2.3%-$173.9K |
Showing the largest 100 of 483 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 457 | $10.2B | 71,608,718 | 80 | 155 | 125 | 0.0% |
| Q1 2026 | 423 | $7.6B | 67,730,059 | 66 | 132 | 136 | 0.1% |
| Q4 2025 | 382 | $8.0B | 69,170,199 | 33 | 106 | 142 | 0.0% |
| Q3 2025 | 372 | $8.0B | 67,924,139 | 47 | 132 | 105 | 0.0% |
| Q2 2025 | 372 | $7.1B | 67,486,233 | 40 | 122 | 131 | 0.0% |
| Q1 2025 | 381 | $6.7B | 65,934,496 | 103 | 169 | 63 | 0.0% |
| Q4 2024 | 322 | $5.7B | 50,078,132 | 38 | 109 | 101 | 0.0% |
| Q3 2024 | 292 | $5.2B | 49,282,361 | 54 | 84 | 100 | 0.0% |
| Q2 2024 | 263 | $4.1B | 48,856,468 | 45 | 99 | 69 | 0.0% |
| Q1 2024 | 237 | $3.7B | 42,625,699 | 34 | 65 | 79 | 0.0% |
| Q4 2023 | 225 | $3.6B | 42,676,098 | 29 | 80 | 71 | 0.0% |
| Q3 2023 | 209 | $2.6B | 42,644,525 | 30 | 64 | 78 | 0.0% |
| Q2 2023 | 195 | $2.7B | 44,519,344 | 25 | 70 | 68 | 0.0% |
| Q1 2023 | 217 | $2.4B | 41,239,045 | 37 | 84 | 65 | 0.2% |
| Q4 2022 | 200 | $2.7B | 32,821,384 | 22 | 80 | 63 | 0.0% |
| Q3 2022 | 270 | $3.6B | 42,721,561 | 30 | 100 | 79 | 0.0% |
| Q2 2022 | 259 | $3.7B | 42,982,464 | 33 | 79 | 83 | 0.0% |
| Q1 2022 | 252 | $4.1B | 42,700,719 | 28 | 72 | 97 | 0.0% |
| Q4 2021 | 255 | $4.5B | 42,502,047 | 23 | 82 | 77 | 0.0% |
| Q3 2021 | 239 | $4.0B | 41,050,170 | 24 | 60 | 104 | 0.0% |
| Q2 2021 | 233 | $3.9B | 41,475,593 | 20 | 67 | 91 | 0.0% |
| Q1 2021 | 231 | $3.8B | 41,041,670 | 30 | 64 | 96 | 0.0% |
| Q4 2020 | 231 | $2.8B | 40,670,482 | 33 | 59 | 91 | 0.0% |
| Q3 2020 | 216 | $2.0B | 40,830,929 | 19 | 75 | 73 | 0.0% |
| Q2 2020 | 221 | $2.1B | 41,091,128 | 33 | 71 | 83 | 0.1% |
| Q1 2020 | 211 | $2.0B | 42,641,646 | 13 | 83 | 68 | 0.0% |
| Q4 2019 | 235 | $2.9B | 42,875,654 | 20 | 73 | 74 | 0.1% |
| Q3 2019 | 232 | $2.7B | 42,530,821 | 16 | 75 | 79 | 0.0% |
| Q2 2019 | 241 | $2.8B | 42,576,713 | 46 | 59 | 69 | 0.0% |
| Q1 2019 | 214 | $2.8B | 43,421,372 | 17 | 68 | 81 | 0.0% |
| Q4 2018 | 221 | $2.8B | 45,213,257 | 1 | 3 | 5 | 0.0% |