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UMB Financial (UMBF) Institutional Ownership

UMB Financial logo
$119.58 +1.95 (+1.66%)
As of 01/17/2025 04:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
87.78%
Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$735.79M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$508.09M
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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
1/17/2025Inspire Investing LLC3,544$400K0.0%-9.9%0.007%
1/17/2025SG Americas Securities LLC15,123$1.71M0.0%+510.3%0.031%
1/16/2025Crossmark Global Holdings Inc.3,634$410K0.0%+5.4%0.007%
1/16/2025UMB Bank n.a.4,408,782$497.58M7.9%-6.2%9.034%
1/15/2025 HB Wealth Management LLC2,157$243K0.0%N/A0.004%
1/15/2025 Sanibel Captiva Trust Company Inc.4,863$549K0.0%+6.3%0.010%
1/15/2025 Wedge Capital Management L L P NC57,820$6.53M0.1%+28.8%0.118%
1/15/2025 Hennessy Advisors Inc.9,000$1.02M0.0%-50.0%0.018%
1/14/2025 Heritage Family Offices LLP2,059$232K0.1%+6.5%0.004%
1/14/2025 USA Financial Formulas483$55K0.0%+124.7%0.001%
1/14/2025 Park Avenue Securities LLC2,520$284K0.0%N/A0.005%
1/14/2025 Assenagon Asset Management S.A.12,789$1.44M0.0%N/A0.026%
1/13/2025 Ellenbecker Investment Group1,874$212K0.0%N/A0.004%
12/26/2024JPMorgan Chase & Co.317,180$33.34M0.0%-12.8%0.650%
12/19/2024Principal Financial Group Inc.866,848$91.11M0.0%+403.7%1.776%
12/6/2024Retirement Systems of Alabama53,886$5.66M0.0%-0.5%0.110%
11/27/2024Franklin Resources Inc.282,358$30.88M0.0%-1.3%0.579%
11/18/2024Coldstream Capital Management Inc.2,071$218K0.0%N/A0.004%
11/16/2024Geode Capital Management LLC1,114,251$117.14M0.0%+1.9%2.283%
11/15/2024Barclays PLC231,482$24.33M0.0%+278.8%0.474%
11/15/2024MML Investors Services LLC1,978$208K0.0%N/A0.004%
11/15/2024First National Bank of Omaha20,650$2.17M0.1%-1.4%0.042%
11/15/2024Orion Portfolio Solutions LLC10,656$1.12M0.0%N/A0.022%
11/15/2024Zurich Insurance Group Ltd FI461,714$48.53M0.4%N/A0.946%
11/15/2024EP Wealth Advisors LLC2,231$234K0.0%N/A0.005%
11/15/2024Jane Street Group LLC35,964$3.78M0.0%-31.9%0.074%
11/15/2024Wellington Management Group LLP1,919,181$201.73M0.0%-26.2%3.933%
11/15/2024Two Sigma Advisers LP132,700$13.95M0.0%-22.6%0.272%
11/15/2024State Street Corp2,824,651$297.96M0.0%-0.2%5.788%
11/15/2024Systematic Financial Management LP320,550$33.69M0.9%+438.8%0.657%
11/15/2024Point72 Asset Management L.P.793$83K0.0%N/A0.002%
11/15/2024NFJ Investment Group LLC45,930$4.83M0.1%-6.3%0.094%
11/15/2024Jacobs Levy Equity Management Inc.82,337$8.65M0.0%-1.4%0.169%
11/15/2024Janus Henderson Group PLC16,446$1.73M0.0%-9.2%0.034%
11/15/2024Holocene Advisors LP179,219$18.84M0.1%N/A0.367%
11/15/2024Centiva Capital LP6,135$645K0.0%N/A0.013%
11/15/2024Cinctive Capital Management LP14,415$1.52M0.1%N/A0.030%
11/15/2024Azora Capital LP400,978$42.15M2.3%-2.7%0.822%
11/15/2024Basswood 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%
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11/14/2024PDT Partners LLC8,916$937K0.1%-2.2%0.018%
11/14/2024Captrust Financial Advisors392,397$41.25M0.1%+258.0%0.804%
11/14/2024HBK Investments L P35,316$3.71M0.1%N/A0.072%
11/14/2024Walleye Capital LLC2,195$231K0.0%N/A0.004%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC106,372$11.18M0.0%-2.8%0.218%
11/14/2024Financial Counselors Inc.46,422$4.88M0.1%-0.9%0.095%
11/14/2024MetLife Investment Management LLC47,381$4.98M0.0%-1.7%0.097%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund6,000$631K0.0%-84.6%0.012%
11/13/2024BNP Paribas Financial Markets22,513$2.37M0.0%-81.9%0.046%
11/13/2024Advantage Alpha Capital Partners LP5,267$554K0.1%+19.4%0.011%
11/13/2024FMR LLC949,687$99.82M0.0%+2.7%1.946%
11/13/2024The Manufacturers Life Insurance Company52,462$5.51M0.0%-2.7%0.108%
11/13/2024Hancock Whitney Corp8,022$843K0.0%N/A0.016%
11/13/2024Fisher Asset Management LLC260,810$27.41M0.0%-2.5%0.534%
11/12/2024Pitcairn Co.3,959$416K0.0%-9.0%0.008%
11/12/2024Cerity Partners LLC21,269$2.24M0.0%+767.4%0.044%
11/12/2024Citigroup Inc.86,109$9.05M0.0%+28.5%0.176%
11/12/2024Charles Schwab Investment Management Inc.580,174$60.98M0.0%+4.3%1.189%
11/12/2024Massachusetts Financial Services Co. MA503,386$52.91M0.0%-2.8%1.032%
11/9/2024Landscape Capital Management L.L.C.5,792$609K0.1%+48.1%0.012%
11/9/2024Intech Investment Management LLC13,311$1.40M0.0%+35.8%0.027%
11/8/2024King Luther Capital Management Corp47,116$4.95M0.0%+229.6%0.097%
11/8/2024Global Alpha Capital Management Ltd.552,159$58.04M3.8%+1.7%1.132%
11/8/2024Commerce Bank41,708$4.38M0.0%+0.3%0.085%
11/7/2024Quest Partners LLC17,033$1.79M0.2%-4.2%0.035%
11/7/2024Swiss National Bank90,400$9.50M0.0%-0.8%0.185%
11/7/2024Thrivent Financial for Lutherans20,002$2.10M0.0%-49.7%0.041%
11/6/2024Mutual of America Capital Management LLC102,795$10.81M0.1%-3.1%0.211%
11/6/2024Natixis Advisors LLC28,935$3.04M0.0%+51.2%0.059%
11/6/2024Cornercap Investment Counsel Inc.3,091$325K0.1%-60.1%0.006%
11/6/2024Oppenheimer Asset Management Inc.7,908$831K0.0%N/A0.016%
11/5/2024Victory Capital Management Inc.1,627,567$171.07M0.2%-18.6%3.335%
11/4/2024Paragon Capital Management LLC15,803$1.66M0.9%+17.4%0.032%
11/4/2024State of New Jersey Common Pension Fund D19,322$2.03M0.0%-19.2%0.040%
11/4/2024Crossmark Global Holdings Inc.3,448$362K0.0%N/A0.007%
11/2/2024Covestor Ltd431$45K0.0%+31.0%0.001%
11/1/2024Atria Investments Inc7,619$801K0.0%+49.1%0.016%
11/1/2024Assetmark Inc.3,162$332K0.0%+572.8%0.006%
10/31/2024Principal Financial Group Inc.866,848$91.11M0.1%+403.7%1.778%
10/30/2024Amalgamated Bank19,985$2.10M0.0%-6.3%0.041%
10/29/2024Emerald Advisers LLC122,415$12.87M0.5%N/A0.251%
10/29/2024Emerald Mutual Fund Advisers Trust92,994$9.78M0.5%N/A0.191%
10/29/2024Ceredex Value Advisors LLC140,200$14.80M0.3%-0.5%0.288%
10/28/2024US Bancorp DE8,923$938K0.0%-31.8%0.018%
10/28/2024Congress Asset Management Co.116,255$12.22M0.1%-1.1%0.238%
10/25/2024New York State Teachers Retirement System59,712$6.28M0.0%-12.8%0.122%
10/24/2024Tributary Capital Management LLC197,302$20.74M1.6%-0.4%0.405%
10/24/2024State of Alaska Department of Revenue5,066$532K0.0%+7.3%0.010%
10/24/2024GHP Investment Advisors Inc.44,716$4.70M0.2%+1.4%0.092%
10/24/2024Boston Trust Walden Corp272,562$28.65M0.2%-12.1%0.559%
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10/23/2024Louisiana State Employees Retirement System12,300$1.29M0.0%-0.8%0.025%
10/23/2024CENTRAL TRUST Co1,117$117K0.0%-19.0%0.002%
10/22/2024Greenleaf Trust2,221$233K0.0%N/A0.005%
10/19/2024Allspring 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%
10/17/2024AlphaMark Advisors LLC3,399$357K0.1%-11.6%0.007%
10/16/2024nVerses Capital LLC2,000$210K0.1%-47.4%0.004%
10/16/2024 Heritage Family Offices LLP1,934$203K0.1%N/A0.004%
(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, 273 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. ($497.58M), 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 224 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. ($1.42M), ProShare Advisors LLC ($671.35K), Millennium Management LLC ($623.75K), Assenagon Asset Management S.A. ($496.26K), 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 13,453,831 shares in the last 24 months. This purchase volume represents approximately $1.09B in transactions.

Which UMB Financial major shareholders have been selling company stock?

Of the 149 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. ($1.30M), 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 7,736,061 shares in the last 24 months. This volume of shares sold represents approximately $658.39M in transactions.


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This page (NASDAQ:UMBF) was last updated on 1/18/2025 by MarketBeat.com Staff
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