MORGAN STANLEY

Position in UMBF — Umb Financial Corp

CIK 895421 NEW YORK, NY

Back to UMBF Full portfolio

Position in UMBF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$134,054,346

+$20,484,071 QoQ

Shares Held

939,019

-6.7% QoQ

Ownership

1.24%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#18

of 480 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Common Shares in UMBF Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. UMBF ranks #31 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in UMBF

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$134,054,346	939,019	-6.7%	Shares	Defined	2026-08-13
2026-03-31	$113,570,275	1,006,918	+23.3%	Shares	Defined	2026-05-15
2025-12-31	$93,916,580	816,382	+12.5%	Shares	Defined	2026-05-27
2025-09-30	$85,885,762	725,693	+31.0%	Shares	Defined	2026-05-27
2025-06-30	$58,238,444	553,808	+11.9%	Shares	Defined	2025-08-15
2025-03-31	$50,024,175	494,799	+32.6%	Shares	Defined	2025-05-15
2024-12-31	$42,111,672	373,132	+2.4%	Shares	Defined	2025-05-15
2024-09-30	$38,311,749	364,492	-7.7%	Shares	Defined	2025-05-14
2024-06-30	$32,943,971	394,917	+20.5%	Shares	Defined	2025-05-14
2024-03-31	$28,505,922	327,692	-15.5%	Shares	Defined	2024-10-17
2023-12-31	$32,389,740	387,669	+16.1%	Shares	Defined	2024-08-16
2023-09-30	$20,715,698	333,855	+27.5%	Shares	Defined	2023-11-15
2023-06-30	$15,945,198	261,826	+6.7%	Shares	Defined	2023-08-14
2023-03-31	$14,160,673	245,334	+57.6%	Shares	Defined	2023-05-15
2022-12-31	$13,002,639	155,683	-2.7%	Shares	Defined	2023-02-14
2022-09-30	$13,480,748	159,933	+26.3%	Shares	Defined	2022-11-14
2022-06-30	$10,901,202	126,611	+49.4%	Shares	Defined	2022-10-27
2022-03-31	$8,231,489	84,721	+25.8%	Shares	Defined	2022-10-27
2021-12-31	$7,148,626	67,370	+13.1%	Shares	Defined	2022-02-14
2021-09-30	$5,762,172	59,582	+38.5%	Shares	Defined	2021-11-15
2021-06-30	$4,002,321	43,008	+55.4%	Shares	Defined	2021-08-23
2021-03-31	$2,554,491	27,667	-63.5%	Shares	Defined	2021-05-17
2020-12-31	$5,226,059	75,751	+236.6%	Shares	Defined	2021-02-16
2020-09-30	$1,102,968	22,505	+18.0%	Shares	Defined	2020-11-13
2020-06-30	$982,748	19,064	+11.9%	Shares	Defined	2020-08-14
2020-03-31	$790,453	17,043	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.