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Equibles

UMBF

Umb Financial Corp

Company with tickers: UMBF, UMBFO

CIK
101382
CUSIP
902788108
Shares Outstanding
75,978,727
13F Activity (30d)
269 filings 263 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 449
Total Value: $7,880,768,255
Total Shares: 69,871,164
Showing 1–100 of 453 holdings by value · page 1 of 5

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 449 13F filers · Δ vs Dec 31, 2025
Top Holder
13.4%
Jun 2023 → Mar 2026 · range 11.8% – 14.0%
+0.5 pts
Top 5
36.2%
Jun 2023 → Mar 2026 · range 36.2% – 53.3%
−4.2 pts
Top 10
52.9%
Jun 2023 → Mar 2026 · range 52.9% – 69.5%
−2.3 pts
HHI
410
Jun 2023 → Mar 2026 · range 410 – 683
Broadly held −53

Quarterly Activity

vs Dec 31, 2025
New
75
Increased
159
Decreased
148
Sold Out
36
Unchanged
67
Holder count: +39
Institutional value: -3.5%
Shares held: -1.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large BESSEMER GROUP INC +280,785 281,238
Mega BlackRock, Inc. +228,107 9,344,467
Mega MORGAN STANLEY +190,536 1,006,918
Large Qube Research & Technologies Ltd +170,107 266,732
Mega PRICE T ROWE ASSOCIATES INC /MD/ +121,248 607,314

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large Balyasny Asset Management L.P. −416,945 5,120
Large Allspring Global Investments Holdings, LLC −292,899 1,357,177
Mega ALLIANCEBERNSTEIN L.P. −222,895 1,219,978
Large ADAGE CAPITAL PARTNERS GP, L.L.C. −219,520 160,691
Mega FMR LLC −213,068 2,422,435

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 4,136,220 $466,524,253
Mega VANGUARD CAPITAL MANAGEMENT LLC 3,101,293 $349,794,837
Mega VANGUARD FIDUCIARY TRUST CO 463,142 $52,237,786
Mid VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 294,880 $33,259,513
Mega MILLENNIUM MANAGEMENT LLC 159,825 $18,026,661

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 7,684,774 $884,056,399
Mega NORGES BANK 746,569 $85,885,297
Mid BASSWOOD CAPITAL MANAGEMENT, L.L.C. 115,120 $13,243,404
Small MIdWestOne Financial Group, Inc. 55,956 $6,437,177
Large COMERICA BANK 33,627 $3,868,449
Filter: New 75 Increased 159 Reduced 148 Sold out 36 Unchanged 67
Showing 100 of 453
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,053,962,424 13.37% 9,344,467
Mid UMB Bank, n.a. $532,771,797 6.76% 4,723,573
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $466,524,253 5.92% 4,136,220
Mega STATE STREET CORP $449,084,776 5.70% 3,981,601
Mega VANGUARD CAPITAL MANAGEMENT LLC $349,794,837 4.44% 3,101,293
Mega DIMENSIONAL FUND ADVISORS LP $328,211,228 4.16% 2,909,932
Mega WELLINGTON MANAGEMENT GROUP LLP $305,336,514 3.87% 2,707,124
Mega FMR LLC $273,226,440 3.47% 2,422,435
Mega GEODE CAPITAL MANAGEMENT, LLC $219,652,433 2.79% 1,947,446
Mega NEUBERGER BERMAN GROUP LLC $191,702,282 2.43% 1,699,639
Large Allspring Global Investments Holdings, LLC $153,075,993 1.94% 1,357,177
Mega AMERICAN CENTURY COMPANIES INC $151,797,744 1.93% 1,345,844
Large EARNEST PARTNERS LLC $144,133,100 1.83% 1,277,889
Mega ALLIANCEBERNSTEIN L.P. $137,601,318 1.75% 1,219,978
Mega CITADEL ADVISORS LLC $120,525,363 1.53% 1,068,582
Mega MORGAN STANLEY $113,570,275 1.44% 1,006,918
Mega VICTORY CAPITAL MANAGEMENT INC $110,427,275 1.40% 979,052
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $109,039,055 1.38% 966,744
Mega FIRST TRUST ADVISORS LP $101,443,326 1.29% 899,400
Mega GOLDMAN SACHS GROUP INC $101,071,568 1.28% 896,104
Mega NORTHERN TRUST CORP Bank $99,294,108 1.26% 880,345
Mega PRINCIPAL FINANCIAL GROUP INC $80,403,365 1.02% 712,859
Large GW&K Investment Management, LLC $79,086,880 1.00% 701,187
Mega BANK OF AMERICA CORP /DE/ Bank $78,420,178 1.00% 695,276
Mid Global Alpha Capital Management Ltd. $74,326,579 0.94% 658,982
Mega Nuveen, LLC $73,994,073 0.94% 656,034
Mega Clearbridge Investments, LLC $73,265,113 0.93% 649,571
Mega PRICE T ROWE ASSOCIATES INC /MD/ $68,498,946 0.87% 607,314
Mega Bank of New York Mellon Corp Bank $62,340,942 0.79% 552,717
Mid JOHNSON INVESTMENT COUNSEL INC $54,471,817 0.69% 482,949
Mega VANGUARD FIDUCIARY TRUST CO Bank $52,237,786 0.66% 463,142
Large CAPTRUST FINANCIAL ADVISORS $50,348,666 0.64% 446,393
Mid NEUMEIER POMA INVESTMENT COUNSEL LLC $45,556,670 0.58% 403,907
Mid SYSTEMATIC FINANCIAL MANAGEMENT LP $39,075,531 0.50% 346,445
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $38,314,988 0.49% 339,702
Mid NFJ INVESTMENT GROUP, LLC $36,765,479 0.47% 325,964
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $36,308,228 0.46% 321,910
Mega FRANKLIN RESOURCES INC $35,432,411 0.45% 314,145
Mega JPMORGAN CHASE & CO $35,064,491 0.44% 310,883
Mid VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $33,259,513 0.42% 294,880
Mega UBS Group AG $33,027,955 0.42% 292,827
Mega RAYMOND JAMES FINANCIAL INC $32,180,113 0.41% 285,310
Large BESSEMER GROUP INC $31,720,831 0.40% 281,238
Mega T. Rowe Price Investment Management, Inc. $31,248,920 0.40% 277,054
Mega Invesco Ltd. $30,942,354 0.39% 274,336
Mid EMERALD ADVISERS, LLC $30,164,332 0.38% 267,438
Large Qube Research & Technologies Ltd $30,084,702 0.38% 266,732
Mega Fisher Asset Management, LLC $27,344,582 0.35% 242,438
Small Stieven Capital Advisors, L.P. $25,805,111 0.33% 228,789
Mega RHUMBLINE ADVISERS $25,691,531 0.33% 227,782
Large ProShare Advisors LLC $24,298,913 0.31% 215,435
Large Boston Trust Walden Corp $23,460,657 0.30% 208,003
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $21,843,249 0.28% 193,663
Mega AQR CAPITAL MANAGEMENT LLC $21,730,233 0.28% 192,661
Large SEI INVESTMENTS CO $21,509,390 0.27% 190,703
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $21,084,057 0.27% 186,932
Large WCM INVESTMENT MANAGEMENT, LLC $20,128,954 0.26% 178,464
Large FEDERATED HERMES, INC. $19,250,319 0.24% 170,674
Small Powszechne Towarzystwo Emerytalne Allianz Polska S.A. $19,223,927 0.24% 170,440
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $18,124,337 0.23% 160,691
Mega MILLENNIUM MANAGEMENT LLC $18,026,661 0.23% 159,825
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $17,890,411 0.23% 158,617
Large CONGRESS ASSET MANAGEMENT CO $17,070,879 0.22% 151,351
Mega Swiss National Bank Bank $16,943,313 0.21% 150,220
Small Gator Capital Management, LLC $16,397,410 0.21% 145,380
Mega WELLS FARGO & COMPANY/MN $15,598,404 0.20% 138,296
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $15,063,104 0.19% 133,550
Mega California Public Employees Retirement System Pension $14,980,880 0.19% 132,821
Mega ENVESTNET ASSET MANAGEMENT INC $14,936,554 0.19% 132,428
Mid Ceredex Value Advisors LLC $14,840,343 0.19% 131,575
Large STATE OF WISCONSIN INVESTMENT BOARD $13,126,049 0.17% 116,376
Large Creative Planning $11,904,870 0.15% 105,549
Large NATIXIS ADVISORS, LLC $11,755,312 0.15% 104,223
Mid MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $10,970,970 0.14% 97,269
Mega Legal & General Group Plc $10,968,149 0.14% 97,244
Large STRS OHIO $10,827,840 0.14% 96,000
Large Retirement Systems of Alabama Pension $9,873,185 0.13% 87,536
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $9,832,806 0.12% 87,178
Mega BARCLAYS PLC $9,094,481 0.12% 80,632
Mega DEUTSCHE BANK AG\ Bank $9,091,210 0.12% 80,603
Small THIRD AVENUE MANAGEMENT LLC $8,825,253 0.11% 78,245
Large Squarepoint Ops LLC $8,701,861 0.11% 77,151
Mega BNP PARIBAS ARBITRAGE, SA $8,596,064 0.11% 76,213
Mega FIL Ltd $8,592,003 0.11% 76,177
Large MetLife Investment Management, LLC $8,279,124 0.11% 73,403
Mega AMERIPRISE FINANCIAL INC $8,224,082 0.10% 72,915
Mega VANGUARD ASSET MANAGEMENT, Ltd $7,939,739 0.10% 70,394
Large Jain Global LLC $7,867,779 0.10% 69,756
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $7,821,196 0.10% 69,343
Mid Edgestream Partners, L.P. $7,403,535 0.09% 65,640
Large Thrivent Financial for Lutherans $7,285,669 0.09% 64,595
Small Karl Kapital LLC $7,028,396 0.09% 62,314
Mega TWO SIGMA INVESTMENTS, LP $6,974,369 0.09% 61,835
Mega JANE STREET GROUP, LLC $6,941,886 0.09% 61,547
Mid Vest Financial, LLC $6,908,838 0.09% 61,254
Mid Campbell & CO Investment Adviser LLC $6,854,248 0.09% 60,770
Large RENAISSANCE TECHNOLOGIES LLC $6,673,784 0.08% 59,170
Large KING LUTHER CAPITAL MANAGEMENT CORP $6,662,054 0.08% 59,066
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $6,559,640 0.08% 58,158
Mid NICOLET BANKSHARES INC $6,311,277 0.08% 55,956

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