UMB Financial (UMBF) Institutional Ownership

$106.91 -3.05 (-2.77%)

Closing price 02/21/2025 04:00 PM Eastern

Extended Trading

$106.92 +0.01 (+0.01%)

As of 02/21/2025 06:54 PM Eastern

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Current Institutional Ownership Percentage: 87.78%
Number of Institutional Buyers (last 12 months): 192
Total Institutional Inflows (last 12 months): $888.62M

Number of Institutional Sellers (last 12 months): 134
Total Institutional Outflows (last 12 months): $681.05M

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UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/19/2025	Pinney & Scofield Inc.	1,346	$152K	0.1%	N/A	0.003%
2/18/2025	GTS Securities LLC	4,250	$480K	0.0%	N/A	0.009%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	125,798	$14.20M	0.0%	+18.3%	0.258%
2/17/2025	Voloridge Investment Management LLC	148,632	$16.78M	0.1%	-20.2%	0.305%
2/17/2025	Zurich Insurance Group Ltd FI	418,228	$47.20M	0.4%	-9.4%	0.857%
2/17/2025	Squarepoint Ops LLC	32,540	$3.67M	0.0%	-21.8%	0.067%
2/17/2025	Two Sigma Advisers LP	99,800	$11.26M	0.0%	-24.8%	0.205%
2/17/2025	Two Sigma Investments LP	180,832	$20.41M	0.0%	-20.5%	0.371%
2/17/2025	Teza Capital Management LLC	3,803	$429K	0.1%	-6.5%	0.008%
2/17/2025	State of Wyoming	3,833	$433K	0.1%	+46.4%	0.008%
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2/17/2025	Systematic Financial Management LP	325,242	$36.71M	0.9%	+1.5%	0.666%
2/17/2025	Rafferty Asset Management LLC	73,769	$8.33M	0.0%	-9.9%	0.151%
2/17/2025	Point72 Asset Management L.P.	176,627	$19.93M	0.0%	+22,173.3%	0.362%
2/17/2025	ProShare Advisors LLC	328,869	$37.12M	0.1%	-3.9%	0.674%
2/17/2025	Quantinno Capital Management LP	1,895	$214K	0.0%	N/A	0.004%
2/17/2025	Man Group plc	11,268	$1.27M	0.0%	-58.3%	0.023%
2/17/2025	Nomura Holdings Inc.	5,881	$664K	0.0%	N/A	0.012%
2/17/2025	Nuveen Asset Management LLC	427,586	$48.26M	0.0%	+18.7%	0.876%
2/17/2025	Millennium Management LLC	777,308	$87.73M	0.0%	-8.5%	1.593%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	42,648	$4.81M	0.0%	+73.9%	0.087%
2/17/2025	Interval Partners LP	48,185	$5.44M	0.1%	-45.6%	0.099%
2/17/2025	Jacobs Levy Equity Management Inc.	83,636	$9.44M	0.0%	+1.6%	0.171%
2/17/2025	Janus Henderson Group PLC	4,524	$511K	0.0%	-72.5%	0.009%
2/17/2025	Fiduciary Trust Co	2,383	$269K	0.0%	N/A	0.005%
2/17/2025	D. E. Shaw & Co. Inc.	4,555	$514K	0.0%	-93.0%	0.009%
2/17/2025	Deutsche Bank AG	88,320	$9.97M	0.0%	+16.4%	0.181%
2/17/2025	EP Wealth Advisors LLC	2,361	$266K	0.0%	+5.8%	0.005%
2/17/2025	Corton Capital Inc.	1,913	$216K	0.1%	-23.1%	0.004%
2/17/2025	Crestline Management LP	12,129	$1.37M	0.0%	+219.5%	0.025%
2/17/2025	Cubist Systematic Strategies LLC	82,060	$9.26M	0.1%	+103.6%	0.168%
2/17/2025	Cetera Investment Advisers	2,107	$238K	0.0%	N/A	0.004%
2/17/2025	Captrust Financial Advisors	461,031	$52.03M	0.1%	+17.5%	0.945%
2/17/2025	Azora Capital LP	179,645	$20.28M	0.9%	-55.2%	0.368%
2/17/2025	Bank of America Corp DE	429,919	$48.52M	0.0%	-27.9%	0.881%
2/17/2025	BNP Paribas Financial Markets	38,462	$4.34M	0.0%	+70.8%	0.079%
2/17/2025	Ameriprise Financial Inc.	95,534	$10.78M	0.0%	-16.0%	0.196%
2/14/2025	Gallagher Fiduciary Advisors LLC	5,769	$651K	0.1%	+17.7%	0.012%
2/14/2025	Mercer Global Advisors Inc. ADV	27,144	$3.06M	0.0%	+0.7%	0.056%
2/14/2025	FAS Wealth Partners Inc.	7,322	$826K	0.1%	-4.8%	0.015%
2/14/2025	Jane Street Group LLC	19,057	$2.15M	0.0%	-47.0%	0.039%
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2/14/2025	Freestone Grove Partners LP	427,390	$48.24M	0.6%	N/A	0.876%
2/14/2025	Comerica Bank	34,754	$3.92M	0.0%	+13.7%	0.071%
2/14/2025	Bridgewealth Advisory Group LLC	1,938	$218K	0.1%	N/A	0.004%
2/14/2025	Schonfeld Strategic Advisors LLC	13,160	$1.49M	0.0%	+188.8%	0.027%
2/14/2025	AQR Capital Management LLC	394,599	$44.53M	0.1%	+9.7%	0.809%
2/14/2025	Emerald Mutual Fund Advisers Trust	100,863	$11.38M	0.7%	+8.5%	0.207%
2/14/2025	Northern Trust Corp	637,072	$71.90M	0.0%	+16.2%	1.305%
2/14/2025	The Manufacturers Life Insurance Company	51,271	$5.79M	0.0%	-2.3%	0.105%
2/14/2025	Aquatic Capital Management LLC	12,982	$1.47M	0.0%	+1,342.4%	0.027%
2/14/2025	Susquehanna Fundamental Investments LLC	3,527	$398K	0.0%	N/A	0.007%
2/14/2025	HBK Investments L P	51,074	$5.76M	0.1%	+44.6%	0.105%
2/14/2025	Hancock Whitney Corp	54,408	$6.14M	0.2%	+578.2%	0.111%
2/14/2025	Voya Investment Management LLC	45,840	$5.17M	0.0%	-5.9%	0.094%
2/14/2025	Adage Capital Partners GP L.L.C.	301,708	$34.05M	0.1%	+298.0%	0.618%
2/14/2025	Pinebridge Investments L.P.	22,336	$2.52M	0.0%	+42.7%	0.046%
2/14/2025	Price T Rowe Associates Inc. MD	155,133	$17.51M	0.0%	+84.1%	0.318%
2/14/2025	Quantessence Capital LLC	60,475	$6.83M	2.8%	N/A	0.124%
2/14/2025	Hsbc Holdings PLC	7,391	$837K	0.0%	+50.7%	0.015%
2/14/2025	Stifel Financial Corp	1,938	$219K	0.0%	N/A	0.004%
2/14/2025	OneDigital Investment Advisors LLC	1,858	$210K	0.0%	N/A	0.004%
2/14/2025	State of Tennessee Department of Treasury	17,857	$2.02M	0.0%	-24.0%	0.037%
2/14/2025	Tower Research Capital LLC TRC	5,473	$618K	0.0%	+168.8%	0.011%
2/14/2025	Teachers Retirement System of The State of Kentucky	13,962	$1.58M	0.0%	-4.6%	0.029%
2/14/2025	MetLife Investment Management LLC	51,299	$5.79M	0.0%	+8.3%	0.105%
2/14/2025	Dimensional Fund Advisors LP	1,515,007	$170.99M	0.0%	-5.0%	3.105%
2/14/2025	First Trust Advisors LP	126,631	$14.29M	0.0%	-0.7%	0.259%
2/14/2025	Formula Growth Ltd.	42,100	$4.75M	1.6%	N/A	0.086%
2/14/2025	Brant Point Investment Management LLC	53,000	$5.98M	0.7%	+6.0%	0.109%
2/14/2025	Commerce Bank	41,502	$4.68M	0.0%	-0.5%	0.085%
2/13/2025	CANADA LIFE ASSURANCE Co	37,632	$4.25M	0.0%	-0.6%	0.077%
2/13/2025	Marshall Wace LLP	2,100	$237K	0.0%	N/A	0.004%
2/13/2025	NewEdge Advisors LLC	3,840	$433K	0.0%	+22.1%	0.008%
2/13/2025	Ceredex Value Advisors LLC	128,750	$14.53M	0.3%	-8.2%	0.264%
2/13/2025	NFJ Investment Group LLC	45,373	$5.12M	0.2%	-1.2%	0.093%
2/13/2025	Keeley Teton Advisors LLC	18,929	$2.14M	0.2%	-7.4%	0.039%
2/13/2025	Guggenheim Capital LLC	17,827	$2.01M	0.0%	+77.1%	0.037%
2/13/2025	Walleye Capital LLC	17,592	$1.99M	0.0%	+701.5%	0.036%
2/13/2025	XTX Topco Ltd	6,019	$679K	0.1%	N/A	0.012%
2/13/2025	Mariner LLC	21,296	$2.40M	0.0%	+1.9%	0.044%
2/13/2025	Barclays PLC	160,008	$18.06M	0.0%	-30.9%	0.328%
2/13/2025	Sterling Capital Management LLC	14,439	$1.63M	0.0%	+37.5%	0.030%
2/13/2025	Covestor Ltd	555	$63K	0.0%	+28.8%	0.001%
2/13/2025	Renaissance Technologies LLC	54,000	$6.09M	0.0%	-56.6%	0.111%
2/13/2025	Legal & General Group Plc	93,727	$10.58M	0.0%	-1.3%	0.192%
2/13/2025	Invesco Ltd.	309,980	$34.98M	0.0%	+31.4%	0.635%
2/13/2025	Bank of Montreal Can	6,270	$708K	0.0%	+16.5%	0.013%
2/13/2025	Cerity Partners LLC	20,503	$2.20M	0.0%	-3.6%	0.042%
2/13/2025	Federated Hermes Inc.	118,527	$13.38M	0.0%	+107.7%	0.243%
2/13/2025	Gator Capital Management LLC	100,475	$11.34M	4.3%	-0.2%	0.206%
2/13/2025	Russell Investments Group Ltd.	26,744	$3.02M	0.0%	-2.3%	0.055%
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2/13/2025	Envestnet Asset Management Inc.	110,045	$12.42M	0.0%	-0.3%	0.226%
2/13/2025	Dynamic Technology Lab Private Ltd	19,400	$2.19M	0.4%	N/A	0.040%
2/13/2025	Wells Fargo & Company MN	51,929	$5.86M	0.0%	+16.4%	0.106%
2/12/2025	Landscape Capital Management L.L.C.	5,169	$583K	0.1%	-10.8%	0.011%
2/12/2025	Pitcairn Co.	4,245	$479K	0.0%	+7.2%	0.009%
2/12/2025	Cinctive Capital Management LP	37,987	$4.29M	0.2%	+163.5%	0.078%
2/12/2025	Massachusetts Financial Services Co. MA	463,546	$52.32M	0.0%	-7.9%	0.950%
2/12/2025	Headlands Technologies LLC	8,632	$974K	0.1%	+510.5%	0.018%
2/12/2025	Geode Capital Management LLC	1,112,460	$125.58M	0.0%	-0.2%	2.280%
2/12/2025	OLD Mission Capital LLC	29,152	$3.29M	0.0%	N/A	0.060%

(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, 317 institutional investors and hedge funds held shares of UMB Financial. The most heavily invested institutionals were Vanguard Group Inc. ($537.49M), UMB Bank n.a. ($497.58M), State Street Corp ($297.96M), Wellington Management Group LLP ($228.12M), American Century Companies Inc. ($215.27M), Allspring Global Investments Holdings LLC ($194.38M), and Dimensional Fund Advisors LP ($170.99M).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 263 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 ($1.73M), Principal Financial Group Inc. ($1.42M), Millennium Management LLC ($623.75K), Norges Bank ($611.59K), ProShare Advisors LLC ($591.78K), Assenagon Asset Management S.A. ($496.26K), and Vanguard Group Inc. ($487.24K).

How much institutional buying is happening at UMB Financial?: Institutional investors have bought a total of 15,111,777 shares in the last 24 months. This purchase volume represents approximately $1.31B in transactions.
Which UMB Financial major shareholders have been selling company stock?: Of the 174 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 ($748.06K), Victory Capital Management Inc. ($583.87K), Assenagon Asset Management S.A. ($500.85K), Brown Advisory Inc. ($342.22K), and Bank of New York Mellon Corp ($332.26K).
How much institutional selling is happening at UMB Financial?: Institutional investors have sold a total of 9,156,988 shares in the last 24 months. This volume of shares sold represents approximately $831.68M in transactions.

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This page (NASDAQ:UMBF) was last updated on 2/22/2025 by MarketBeat.com Staff

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UMB Financial (UMBF) Institutional Ownership

UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

UMBF Institutional Ownership - Frequently Asked Questions

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UMB Financial (UMBF) Institutional Ownership

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

UMBF Institutional Buying and Selling by Quarter

UMB Financial Major Shareholders & Ownership History

UMBF Institutional Ownership - Frequently Asked Questions

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