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UMBF

Umb Financial Corp
$142.08 -3.93 (-2.69%) At close · Jul 8
Market Cap
$10.92B
Shares
75,978,727

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 449
Total Value: $7,454,700,534
Total Shares: 65,982,736
Showing 1–100 of 453 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 450 13F filers
Top Holder
14.2%
Jun 2023 → Mar 2026 · range 11.8% – 14.2%
of institutional value
Top 5
36.6%
Jun 2023 → Mar 2026 · range 36.6% – 53.2%
of institutional value
Top 10
52.0%
Jun 2023 → Mar 2026 · range 52.0% – 69.4%
of institutional value
HHI
424
Jun 2023 → Mar 2026 · range 424 – 682
Broadly held
Showing 100 of 453
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $1,053,962,424 14.14% 9,344,467
Mid UMB Bank, n.a. $532,771,797 7.15% 4,723,573
Mega STATE STREET CORP $449,084,776 6.02% 3,981,601
Mega VANGUARD CAPITAL MANAGEMENT LLC $349,794,837 4.69% 3,101,293
Mega DIMENSIONAL FUND ADVISORS LP $328,211,228 4.40% 2,909,932
Mega WELLINGTON MANAGEMENT GROUP LLP $305,336,514 4.10% 2,707,124
Mega FMR LLC $273,226,440 3.67% 2,422,435
Mega GEODE CAPITAL MANAGEMENT, LLC $219,652,433 2.95% 1,947,446
Mega NEUBERGER BERMAN GROUP LLC $191,702,282 2.57% 1,699,639
Large Allspring Global Investments Holdings, LLC $153,075,993 2.05% 1,357,177
Mega AMERICAN CENTURY COMPANIES INC $151,797,744 2.04% 1,345,844
Large EARNEST PARTNERS LLC $144,133,100 1.93% 1,277,889
Mega ALLIANCEBERNSTEIN L.P. $137,601,318 1.85% 1,219,978
Mega CITADEL ADVISORS LLC $120,525,363 1.62% 1,068,582
Mega MORGAN STANLEY $113,570,275 1.52% 1,006,918
Mega VICTORY CAPITAL MANAGEMENT INC $110,427,275 1.48% 979,052
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $109,039,055 1.46% 966,744
Mega FIRST TRUST ADVISORS LP $101,443,326 1.36% 899,400
Mega GOLDMAN SACHS GROUP INC $101,071,568 1.36% 896,104
Mega NORTHERN TRUST CORP Bank $99,294,108 1.33% 880,345
Mega PRINCIPAL FINANCIAL GROUP INC $80,403,365 1.08% 712,859
Large GW&K Investment Management, LLC $79,086,880 1.06% 701,187
Mega BANK OF AMERICA CORP /DE/ Bank $78,420,178 1.05% 695,276
Mid Global Alpha Capital Management Ltd. $74,326,579 1.00% 658,982
Mega Nuveen, LLC $73,994,073 0.99% 656,034
Mega Clearbridge Investments, LLC $73,265,113 0.98% 649,571
Mega PRICE T ROWE ASSOCIATES INC /MD/ $68,498,946 0.92% 607,314
Mega Bank of New York Mellon Corp Bank $62,340,942 0.84% 552,717
Large CONGRESS ASSET MANAGEMENT CO $56,625,325 0.76% 396,647
Mid JOHNSON INVESTMENT COUNSEL INC $54,471,817 0.73% 482,949
Mega VANGUARD FIDUCIARY TRUST CO Bank $52,237,786 0.70% 463,142
Large CAPTRUST FINANCIAL ADVISORS $50,348,666 0.68% 446,393
Mid NEUMEIER POMA INVESTMENT COUNSEL LLC $45,556,670 0.61% 403,907
Mid SYSTEMATIC FINANCIAL MANAGEMENT LP $39,075,531 0.52% 346,445
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $38,314,988 0.51% 339,702
Mid NFJ INVESTMENT GROUP, LLC $36,765,479 0.49% 325,964
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $36,308,228 0.49% 321,910
Mega FRANKLIN RESOURCES INC $35,432,411 0.48% 314,145
Mega JPMORGAN CHASE & CO $35,064,491 0.47% 310,883
Mid VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $33,259,513 0.45% 294,880
Mega UBS Group AG $33,027,955 0.44% 292,827
Mega RAYMOND JAMES FINANCIAL INC $32,180,113 0.43% 285,310
Large BESSEMER GROUP INC $31,720,831 0.43% 281,238
Mega T. Rowe Price Investment Management, Inc. $31,248,920 0.42% 277,054
Mega Invesco Ltd. $30,942,354 0.42% 274,336
Mid EMERALD ADVISERS, LLC $30,164,332 0.40% 267,438
Large Qube Research & Technologies Ltd $30,084,702 0.40% 266,732
Mega Fisher Asset Management, LLC $27,344,582 0.37% 242,438
Small Stieven Capital Advisors, L.P. $25,805,111 0.35% 228,789
Mega RHUMBLINE ADVISERS $25,691,531 0.34% 227,782
Large ProShare Advisors LLC $24,298,913 0.33% 215,435
Large Boston Trust Walden Corp $23,460,657 0.31% 208,003
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $21,843,249 0.29% 193,663
Mega AQR CAPITAL MANAGEMENT LLC $21,730,233 0.29% 192,661
Large SEI INVESTMENTS CO $21,509,390 0.29% 190,703
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $21,084,057 0.28% 186,932
Large WCM INVESTMENT MANAGEMENT, LLC $20,128,954 0.27% 178,464
Large FEDERATED HERMES, INC. $19,250,319 0.26% 170,674
Small Powszechne Towarzystwo Emerytalne Allianz Polska S.A. $19,223,927 0.26% 170,440
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $18,124,337 0.24% 160,691
Mega MILLENNIUM MANAGEMENT LLC $18,026,661 0.24% 159,825
Mid EMERALD MUTUAL FUND ADVISERS TRUST Mutual Fund $17,890,411 0.24% 158,617
Mega Swiss National Bank Bank $16,943,313 0.23% 150,220
Small Gator Capital Management, LLC $16,397,410 0.22% 145,380
Mega WELLS FARGO & COMPANY/MN $15,598,404 0.21% 138,296
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $15,063,104 0.20% 133,550
Mega California Public Employees Retirement System Pension $14,980,880 0.20% 132,821
Mega ENVESTNET ASSET MANAGEMENT INC $14,936,554 0.20% 132,428
Mid Ceredex Value Advisors LLC $14,840,343 0.20% 131,575
Large STATE OF WISCONSIN INVESTMENT BOARD $13,126,049 0.18% 116,376
Large Creative Planning $11,904,870 0.16% 105,549
Large NATIXIS ADVISORS, LLC $11,755,312 0.16% 104,223
Mid MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $10,970,970 0.15% 97,269
Mega Legal & General Group Plc $10,968,149 0.15% 97,244
Large STRS OHIO $10,827,840 0.15% 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 0.13% 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 0.12% 78,245
Large Squarepoint Ops LLC $8,701,861 0.12% 77,151
Mega BNP PARIBAS ARBITRAGE, SA $8,596,064 0.12% 76,213
Mega FIL Ltd $8,592,003 0.12% 76,177
Large MetLife Investment Management, LLC $8,279,124 0.11% 73,403
Mega AMERIPRISE FINANCIAL INC $8,224,082 0.11% 72,915
Mega VANGUARD ASSET MANAGEMENT, Ltd $7,939,739 0.11% 70,394
Large Jain Global LLC $7,867,779 0.11% 69,756
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $7,821,196 0.10% 69,343
Mid Edgestream Partners, L.P. $7,403,535 0.10% 65,640
Large Thrivent Financial for Lutherans $7,285,669 0.10% 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 0.09% 59,170
Large KING LUTHER CAPITAL MANAGEMENT CORP $6,662,054 0.09% 59,066
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $6,559,640 0.09% 58,158
Mid NICOLET BANKSHARES INC $6,311,277 0.08% 55,956
Large Handelsbanken Fonder AB $6,292,554 0.08% 55,790
Key facts CIK 101382 CUSIP 902788108 13F (30d) 11 filings 10 filers Visit website Investor relations

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