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UMB Financial (UMBF) Institutional Ownership

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$120.26 -3.12 (-2.53%)
(As of 12/17/2024 ET)

Institutional Ownership Changes (13F Filings) for UMB Financial (NASDAQ:UMBF)

Current
Institutional Ownership
Percentage
87.78%
Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$660.83M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$475.12M
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UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/6/2024 Retirement Systems of Alabama53,886$5.66M0.0%-0.5%0.110%
11/27/2024 Franklin Resources Inc.282,358$30.88M0.0%-1.3%0.579%
11/18/2024 Coldstream Capital Management Inc.2,071$218K0.0%N/A0.004%
11/16/2024 Geode Capital Management LLC1,114,251$117.14M0.0%+1.9%2.283%
11/15/2024 Barclays PLC231,482$24.33M0.0%+278.8%0.474%
11/15/2024 MML Investors Services LLC1,978$208K0.0%N/A0.004%
11/15/2024 First National Bank of Omaha20,650$2.17M0.1%-1.4%0.042%
11/15/2024 Orion Portfolio Solutions LLC10,656$1.12M0.0%N/A0.022%
11/15/2024 Zurich Insurance Group Ltd FI461,714$48.53M0.4%N/A0.946%
11/15/2024 EP Wealth Advisors LLC2,231$234K0.0%N/A0.005%
11/15/2024 Jane Street Group LLC35,964$3.78M0.0%-31.9%0.074%
11/15/2024 Wellington Management Group LLP1,919,181$201.73M0.0%-26.2%3.933%
11/15/2024 Two Sigma Advisers LP132,700$13.95M0.0%-22.6%0.272%
11/15/2024 State Street Corp2,824,651$297.96M0.0%-0.2%5.788%
11/15/2024 Systematic Financial Management LP320,550$33.69M0.9%+438.8%0.657%
11/15/2024 Point72 Asset Management L.P.793$83K0.0%N/A0.002%
11/15/2024 NFJ Investment Group LLC45,930$4.83M0.1%-6.3%0.094%
11/15/2024 Jacobs Levy Equity Management Inc.82,337$8.65M0.0%-1.4%0.169%
11/15/2024 Janus Henderson Group PLC16,446$1.73M0.0%-9.2%0.034%
11/15/2024 Holocene Advisors LP179,219$18.84M0.1%N/A0.367%
11/15/2024 Centiva Capital LP6,135$645K0.0%N/A0.013%
11/15/2024 Cinctive Capital Management LP14,415$1.52M0.1%N/A0.030%
11/15/2024 Azora Capital LP400,978$42.15M2.3%-2.7%0.822%
11/15/2024 Basswood Capital Management L.L.C.121,787$12.80M0.7%-47.7%0.250%
11/14/2024 Acropolis Investment Management LLC1,485$156K0.0%N/A0.003%
11/14/2024 PDT Partners LLC8,916$937K0.1%-2.2%0.018%
11/14/2024 Captrust Financial Advisors392,397$41.25M0.1%+258.0%0.804%
11/14/2024 HBK Investments L P35,316$3.71M0.1%N/A0.072%
11/14/2024 Walleye Capital LLC2,195$231K0.0%N/A0.004%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC106,372$11.18M0.0%-2.8%0.218%
11/14/2024 Financial Counselors Inc.46,422$4.88M0.1%-0.9%0.095%
11/14/2024 MetLife Investment Management LLC47,381$4.98M0.0%-1.7%0.097%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund6,000$631K0.0%-84.6%0.012%
11/13/2024 BNP Paribas Financial Markets22,513$2.37M0.0%-81.9%0.046%
11/13/2024 Advantage Alpha Capital Partners LP5,267$554K0.1%+19.4%0.011%
11/13/2024 FMR LLC949,687$99.82M0.0%+2.7%1.946%
11/13/2024 The Manufacturers Life Insurance Company52,462$5.51M0.0%-2.7%0.108%
11/13/2024 Hancock Whitney Corp8,022$843K0.0%N/A0.016%
11/13/2024Fisher Asset Management LLC260,810$27.41M0.0%-2.5%0.534%
11/12/2024 Pitcairn Co.3,959$416K0.0%-9.0%0.008%
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11/12/2024 Cerity Partners LLC21,269$2.24M0.0%+767.4%0.044%
11/12/2024 Citigroup Inc.86,109$9.05M0.0%+28.5%0.176%
11/12/2024 Charles Schwab Investment Management Inc.580,174$60.98M0.0%+4.3%1.189%
11/12/2024 Massachusetts Financial Services Co. MA503,386$52.91M0.0%-2.8%1.032%
11/9/2024 Landscape Capital Management L.L.C.5,792$609K0.1%+48.1%0.012%
11/9/2024 Intech Investment Management LLC13,311$1.40M0.0%+35.8%0.027%
11/8/2024 King Luther Capital Management Corp47,116$4.95M0.0%+229.6%0.097%
11/8/2024 Global Alpha Capital Management Ltd.552,159$58.04M3.8%+1.7%1.132%
11/8/2024 Commerce Bank41,708$4.38M0.0%+0.3%0.085%
11/7/2024 Quest Partners LLC17,033$1.79M0.2%-4.2%0.035%
11/7/2024 Swiss National Bank90,400$9.50M0.0%-0.8%0.185%
11/7/2024 Thrivent Financial for Lutherans20,002$2.10M0.0%-49.7%0.041%
11/6/2024 Mutual of America Capital Management LLC102,795$10.81M0.1%-3.1%0.211%
11/6/2024 Natixis Advisors LLC28,935$3.04M0.0%+51.2%0.059%
11/6/2024 Cornercap Investment Counsel Inc.3,091$325K0.1%-60.1%0.006%
11/6/2024 Oppenheimer Asset Management Inc.7,908$831K0.0%N/A0.016%
11/5/2024 Victory Capital Management Inc.1,627,567$171.07M0.2%-18.6%3.335%
11/4/2024 Paragon Capital Management LLC15,803$1.66M0.9%+17.4%0.032%
11/4/2024 State of New Jersey Common Pension Fund D19,322$2.03M0.0%-19.2%0.040%
11/4/2024 Crossmark Global Holdings Inc.3,448$362K0.0%N/A0.007%
11/2/2024 Covestor Ltd431$45K0.0%+31.0%0.001%
11/1/2024 Atria Investments Inc7,619$801K0.0%+49.1%0.016%
11/1/2024 Assetmark Inc.3,162$332K0.0%+572.8%0.006%
10/31/2024 Principal Financial Group Inc.866,848$91.11M0.1%+403.7%1.778%
10/30/2024 Amalgamated Bank19,985$2.10M0.0%-6.3%0.041%
10/29/2024 Emerald Advisers LLC122,415$12.87M0.5%N/A0.251%
10/29/2024 Emerald Mutual Fund Advisers Trust92,994$9.78M0.5%N/A0.191%
10/29/2024 Ceredex Value Advisors LLC140,200$14.80M0.3%-0.5%0.288%
10/28/2024 US Bancorp DE8,923$938K0.0%-31.8%0.018%
10/28/2024 Congress Asset Management Co.116,255$12.22M0.1%-1.1%0.238%
10/25/2024 New York State Teachers Retirement System59,712$6.28M0.0%-12.8%0.122%
10/24/2024 Tributary Capital Management LLC197,302$20.74M1.6%-0.4%0.405%
10/24/2024 State of Alaska Department of Revenue5,066$532K0.0%+7.3%0.010%
10/24/2024 GHP Investment Advisors Inc.44,716$4.70M0.2%+1.4%0.092%
10/24/2024 Boston Trust Walden Corp272,562$28.65M0.2%-12.1%0.559%
10/23/2024 Louisiana State Employees Retirement System12,300$1.29M0.0%-0.8%0.025%
10/23/2024 CENTRAL TRUST Co1,117$117K0.0%-19.0%0.002%
10/22/2024 Greenleaf Trust2,221$233K0.0%N/A0.005%
10/19/2024 Allspring Global Investments Holdings LLC1,883,750$198.00M0.3%-3.6%3.864%
10/18/2024Raymond James & Associates38,637$4.06M0.0%+210.3%0.079%
10/17/2024Trust Point Inc.9,054$952K0.1%-4.2%0.019%
10/17/2024V Square Quantitative Management LLC243$26K0.0%N/A0.000%
10/17/2024 AlphaMark Advisors LLC3,399$357K0.1%-11.6%0.007%
10/16/2024 nVerses Capital LLC2,000$210K0.1%-47.4%0.004%
10/16/2024 Heritage Family Offices LLP1,934$203K0.1%N/A0.004%
10/16/2024 Vontobel Holding Ltd.2,668$280K0.0%-17.5%0.005%
10/11/2024 Creative Planning31,326$3.29M0.0%-21.0%0.064%
10/11/2024 Wedge Capital Management L L P NC44,877$4.72M0.1%-1.7%0.092%
10/10/2024 Inspire Investing LLC3,934$414K0.0%-6.7%0.008%
10/9/2024 UMB Bank n.a.4,699,561$493.97M7.7%-8.1%9.640%
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10/8/2024 CWM LLC2,510$264K0.0%+29.3%0.005%
10/3/2024 SG Americas Securities LLC2,478$260K0.0%+69.5%0.005%
9/20/2024 Healthcare of Ontario Pension Plan Trust Fund39,000$3.25M0.0%N/A0.080%
9/16/2024 Point72 Asia Singapore Pte. Ltd.1,098$92K0.0%-13.4%0.002%
8/21/2024 Truist Financial Corp4,238$354K0.0%+3.3%0.009%
8/16/2024 Systematic Financial Management LP59,495$4.96M0.2%N/A0.122%
8/16/2024 Creative Planning39,657$3.31M0.0%+6.6%0.081%
8/16/2024 Algert Global LLC57,718$4.82M0.2%+8.8%0.118%
8/15/2024 Mackenzie Financial Corp5,575$465K0.0%+104.3%0.011%
8/15/2024 The Manufacturers Life Insurance Company53,900$4.50M0.0%+0.4%0.111%
(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, 268 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were Arete Wealth Advisors LLC ($175.34B), UMB Bank n.a. ($493.97M), Vanguard Group Inc. ($409.32M), State Street Corp ($297.96M), Wellington Management Group LLP ($201.73M), Allspring Global Investments Holdings LLC ($198.00M), and Victory Capital Management Inc. ($171.07M).Learn more on UMBF's institutional investors.

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

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

Which institutional investors have been buying UMB Financial stock?

Of the 219 institutional investors that purchased UMB Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($1.62M), Principal Financial Group Inc. ($722.68K), ProShare Advisors LLC ($671.35K), Millennium Management LLC ($623.75K), Assenagon Asset Management S.A. ($505.32K), Victory Capital Management Inc. ($472.67K), and Norges Bank ($471.28K).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 12,735,135 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Which UMB Financial major shareholders have been selling company stock?

Of the 148 institutional investors that sold UMB Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($1.64M), UMB Bank n.a. ($1.04M), Boston Trust Walden Corp ($748.65K), Assenagon Asset Management S.A. ($500.85K), Victory Capital Management Inc. ($404.50K), Brown Advisory Inc. ($342.22K), and Nuance Investments LLC ($314.45K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 7,420,999 shares in the last 24 months. This volume of shares sold represents approximately $622.27M in transactions.



This page (NASDAQ:UMBF) was last updated on 12/17/2024 by MarketBeat.com Staff
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