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UMB Financial (UMBF) Institutional Ownership

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$117.06 +0.38 (+0.33%)
Closing price 08/14/2025 04:00 PM Eastern
Extended Trading
$117.06 0.00 (0.00%)
As of 08/14/2025 05:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for UMB Financial (NASDAQ:UMBF)

Current
Institutional Ownership
Percentage
87.78%
Number of
Institutional Buyers
(last 12 months)
300
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$631.85M
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UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Jane Street Group LLC19,632$2.07M0.0%-60.6%0.026%
8/14/2025California State Teachers Retirement System67,877$7.14M0.0%+0.4%0.089%
8/14/2025Raymond James Financial Inc.213,890$22.49M0.0%+27.8%0.282%
8/14/2025Quantinno Capital Management LP4,022$423K0.0%+31.2%0.005%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.39,858$4.19M0.0%-33.9%0.052%
8/14/2025Diversify Advisory Services LLC2,390$274K0.0%N/A0.003%
8/14/2025Alliancebernstein L.P.1,488,618$156.54M0.1%+636.7%1.961%
8/14/2025The Manufacturers Life Insurance Company 79,080$8.32M0.0%+0.9%0.104%
8/14/2025FAS Wealth Partners Inc.5,141$541K0.0%-30.3%0.007%
8/14/2025Sei Investments Co.226,720$23.84M0.0%-10.8%0.299%
8/14/2025NewEdge Advisors LLC5,467$575K0.0%-3.1%0.007%
8/14/2025Integrated Investment Consultants LLC2,960$311K0.1%-37.7%0.004%
8/14/2025Qube Research & Technologies Ltd4,807$506K0.0%-82.0%0.006%
8/14/2025iSAM Funds UK Ltd16,850$1.77M0.4%N/A0.022%
8/14/2025AXA S.A.12,077$1.27M0.0%-81.9%0.016%
8/14/2025Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,900$200K0.1%N/A0.003%
8/14/2025State Street Corp4,296,190$453.46M0.0%+7.9%5.658%
8/14/2025 Brant Point Investment Management LLC59,054$6.21M0.7%+32.8%0.078%
8/14/2025 California Public Employees Retirement System121,620$12.79M0.0%+25.4%0.160%
8/14/2025 Cerity Partners LLC22,027$2.32M0.0%+16.4%0.029%
8/14/2025 Elizabeth Park Capital Advisors Ltd.29,302$3.08M2.8%-3.8%0.039%
8/14/2025 Federated Hermes Inc.149,526$15.72M0.0%-1.8%0.197%
8/13/2025 Gamco Investors INC. ET AL18,714$1.97M0.0%N/A0.025%
8/13/2025 Brown Advisory Inc.56,202$5.91M0.0%-1.0%0.074%
8/13/2025 First Trust Advisors LP402,629$42.34M0.0%+43.0%0.530%
8/13/2025 Kennedy Capital Management LLC19,425$2.04M0.0%+42.1%0.026%
8/13/2025 EverSource Wealth Advisors LLC405$43K0.0%+193.5%0.001%
8/13/2025 Guggenheim Capital LLC23,500$2.47M0.0%+1.4%0.031%
8/13/2025 Miramar Capital LLC3,530$371K0.1%N/A0.005%
8/13/2025 Invesco Ltd.487,242$51.24M0.0%+21.9%0.642%
8/13/2025 Systematic Financial Management LP347,009$36.49M1.0%+3.5%0.457%
8/13/2025 Blueshift Asset Management LLC2,406$253K0.1%+20.0%0.003%
8/13/2025 M&T Bank Corp4,690$493K0.0%+100.0%0.006%
8/13/2025 Fisher Asset Management LLC282,261$29.68M0.0%-3.1%0.372%
8/13/2025 Edgestream Partners L.P.35,296$3.71M0.1%-63.4%0.046%
8/13/2025 Bayview Asset Management LLC5,500$578K0.2%N/A0.007%
8/13/2025 First National Advisers LLC3,570$375K0.1%-2.9%0.005%
8/13/2025 New York State Common Retirement Fund194,984$20.51M0.0%+0.2%0.257%
8/13/2025 Schroder Investment Management Group375,781$39.84M0.0%-0.7%0.495%
8/13/2025 Gator Capital Management LLC101,175$10.64M3.3%+0.7%0.133%
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8/13/2025 Ceredex Value Advisors LLC152,000$15.98M0.3%+16.5%0.200%
8/13/2025 Norges Bank892,248$93.83M0.0%N/A1.175%
8/13/2025 Hsbc Holdings PLC5,132$541K0.0%-33.5%0.007%
8/13/2025 Elevation Point Wealth Partners LLC2,684$282K0.0%N/A0.004%
8/13/2025 Quadrant Capital Group LLC16,431$1.73M0.1%-3.6%0.022%
8/13/2025 Choreo LLC12,600$1.33M0.0%-1.1%0.017%
8/13/2025 Russell Investments Group Ltd.25,458$2.68M0.0%-4.6%0.034%
8/12/2025 Steward Partners Investment Advisory LLC2,819$296K0.0%-7.0%0.004%
8/12/2025 Ameritas Investment Partners Inc.21,280$2.24M0.1%+4.9%0.028%
8/12/2025 Prudential Financial Inc.60,761$6.39M0.0%+283.0%0.080%
8/12/2025 Coldstream Capital Management Inc.2,053$216K0.0%-4.9%0.003%
8/12/2025 Charles Schwab Investment Management Inc.805,459$84.70M0.0%-1.0%1.061%
8/12/2025 American Century Companies Inc.1,985,065$208.75M0.1%-3.4%2.614%
8/12/2025 Rhumbline Advisers243,342$25.59M0.0%+6.4%0.320%
8/12/2025 Franklin Resources Inc.336,068$35.34M0.0%+6.0%0.443%
8/12/2025 Legal & General Group Plc139,594$14.68M0.0%+0.9%0.184%
8/12/2025 MAI Capital Management1,171$123K0.0%+51.9%0.002%
8/12/2025 Stieven Capital Advisors L.P.226,789$23.85M4.7%+8.7%0.299%
8/12/2025 JPMorgan Chase & Co.315,379$33.17M0.0%-19.0%0.415%
8/12/2025 Magnetar Financial LLC29,935$3.15M0.0%N/A0.039%
8/12/2025 Swiss National Bank138,720$14.59M0.0%-1.1%0.183%
8/12/2025 Dynamic Technology Lab Private Ltd3,430$361K0.0%-49.8%0.005%
8/12/2025 Ensign Peak Advisors Inc25,824$2.72M0.0%+53.0%0.034%
8/12/2025 Neumeier Poma Investment Counsel LLC306,764$32.26M3.0%-1.7%0.404%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH59,709$6.28M0.0%+3.4%0.079%
8/11/2025 Persistent Asset Partners Ltd9,391$988K0.7%-21.5%0.012%
8/11/2025 ANB Bank2,060$217K0.1%N/A0.003%
8/8/2025 Cetera Investment Advisers4,232$445K0.0%+6.8%0.006%
8/8/2025 Intech Investment Management LLC31,098$3.27M0.0%-10.0%0.041%
8/8/2025 Paragon Capital Management LLC15,603$1.64M0.8%+17.6%0.021%
8/8/2025 SG Americas Securities LLC1,812$191K0.0%-85.8%0.002%
8/8/2025 Creative Planning71,860$7.56M0.0%+1.1%0.095%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS18,336$1.93M0.0%+12.7%0.024%
8/8/2025 Angel Oak Capital Advisors LLC13,600$1.43M2.0%+40.2%0.018%
8/8/2025 Police & Firemen s Retirement System of New Jersey16,478$1.73M0.0%+13.5%0.022%
8/8/2025 Geode Capital Management LLC1,846,252$194.17M0.0%+6.9%2.432%
8/8/2025 Accredited Investors Inc.9,939$1.05M0.1%-9.0%0.013%
8/8/2025 PNC Financial Services Group Inc.8,455$889K0.0%+4.8%0.011%
8/8/2025 KBC Group NV2,234$235K0.0%-33.8%0.003%
8/7/2025 ProShare Advisors LLC361,068$37.97M0.1%+34.5%0.476%
8/7/2025 Profund Advisors LLC3,938$414K0.0%-2.8%0.005%
8/7/2025 King Luther Capital Management Corp52,534$5.52M0.0%-2.0%0.069%
8/7/2025 Midwest Trust Co51,206$5.39M0.1%N/A0.067%
8/7/2025 Campbell & CO Investment Adviser LLC21,315$2.24M0.1%+128.7%0.028%
8/7/2025 Global Alpha Capital Management Ltd.644,644$67.79M4.2%+26.1%0.849%
8/6/2025 Summit Investment Advisors Inc.20,288$2.05M1.7%+49.3%0.027%
8/6/2025 Savant Capital LLC8,541$898K0.0%+82.0%0.011%
8/6/2025 Moors & Cabot Inc.3,192$336K0.0%-3.2%0.004%
8/5/2025 Bank of New York Mellon Corp575,782$60.55M0.0%+5.4%0.758%
8/5/2025 Bank of Montreal Can8,435$887K0.0%-6.4%0.011%
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8/5/2025 State of Michigan Retirement System17,141$1.80M0.0%+5.5%0.023%
8/5/2025 GHP Investment Advisors Inc.45,245$4.76M0.2%+1.6%0.060%
8/4/2025 Bridgewealth Advisory Group LLC1,938$204K0.1%N/A0.003%
8/4/2025 Strs Ohio108,100$11.37M0.0%+0.7%0.142%
8/4/2025 Amalgamated Bank31,259$3.29M0.0%+4.4%0.041%
8/4/2025 Atria Investments Inc15,773$1.66M0.0%+1.9%0.021%
8/4/2025 Retirement Systems of Alabama87,224$9.17M0.0%+5.3%0.115%
8/4/2025 Keybank National Association OH4,887$514K0.0%-15.9%0.006%
8/4/2025 Emerald Mutual Fund Advisers Trust121,672$12.80M0.8%+42.8%0.160%
8/4/2025 Emerald Advisers LLC213,081$22.41M0.8%+69.8%0.281%
(Data available from 1/1/2016 forward)

UMBF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMBF shares?

During the previous two years, 393 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were Vanguard Group Inc. ($741.34M), UMB Bank n.a. ($457.78M), State Street Corp ($453.46M), Dimensional Fund Advisors LP ($273.03M), Wellington Management Group LLP ($243.36M), Allspring Global Investments Holdings LLC ($213.69M), and American Century Companies Inc. ($208.75M).Learn more on UMB Financial's institutional investors.

What percentage of UMB Financial's stock is owned by institutional investors?

87.78% of UMB Financial's stock is owned by institutional investors. Learn more on UMBF's institutional investor holdings.

Which institutional investors have been buying UMB Financial's stock?

Of the 349 institutional investors that purchased UMB Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($3.06M), Wellington Management Group LLP ($1.58M), Norges Bank ($1.50M), Principal Financial Group Inc. ($1.45M), Dimensional Fund Advisors LP ($1.45M), Earnest Partners LLC ($1.43M), and Alliancebernstein L.P. ($1.40M).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 19,790,478 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

Which of UMB Financial's major shareholders have been selling company stock?

Of the 159 institutional investors that sold UMB Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($762.99K), UMB Bank n.a. ($762.49K), Wellington Management Group LLP ($680.61K), Millennium Management LLC ($363.62K), Azora Capital LP ($232.30K), Allspring Global Investments Holdings LLC ($215.97K), and AQR Capital Management LLC ($178.50K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 5,894,458 shares in the last 24 months. This volume of shares sold represents approximately $631.85M in transactions.


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This page (NASDAQ:UMBF) was last updated on 8/15/2025 by MarketBeat.com Staff
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