Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy UMBF Stock  Free UMBF Stock Alerts

UMB Financial (UMBF) Institutional Ownership

UMB Financial logo
$99.83 -2.02 (-1.98%)
As of 12:18 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
87.78%
Number of
Institutional Buyers
(last 12 months)
190
Total
Institutional Inflows
(last 12 months)
$884.47M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$585.77M
Get UMBF Insider Trade Alerts

Want to know when executives and insiders are buying or selling UMB Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

UMBF Institutional Buying and Selling by Quarter

Remove Ads

UMB Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025 California State Teachers Retirement System43,181$4.87M0.0%-1.2%0.059%
2/19/2025 Pinney & Scofield Inc.1,346$152K0.1%N/A0.003%
2/18/2025 GTS Securities LLC4,250$480K0.0%N/A0.009%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC125,798$14.20M0.0%+18.3%0.258%
2/17/2025 Voloridge Investment Management LLC148,632$16.78M0.1%-20.2%0.305%
2/17/2025 Zurich Insurance Group Ltd FI418,228$47.20M0.4%-9.4%0.857%
2/17/2025 Squarepoint Ops LLC32,540$3.67M0.0%-21.8%0.067%
2/17/2025 Two Sigma Advisers LP99,800$11.26M0.0%-24.8%0.205%
2/17/2025 Two Sigma Investments LP180,832$20.41M0.0%-20.5%0.371%
2/17/2025 Teza Capital Management LLC3,803$429K0.1%-6.5%0.008%
2/17/2025 State of Wyoming3,833$433K0.1%+46.4%0.008%
2/17/2025 Systematic Financial Management LP325,242$36.71M0.9%+1.5%0.666%
2/17/2025 Rafferty Asset Management LLC73,769$8.33M0.0%-9.9%0.151%
2/17/2025 Point72 Asset Management L.P.176,627$19.93M0.0%+22,173.3%0.362%
2/17/2025 ProShare Advisors LLC328,869$37.12M0.1%-3.9%0.674%
2/17/2025 Quantinno Capital Management LP1,895$214K0.0%N/A0.004%
2/17/2025 Man Group plc11,268$1.27M0.0%-58.3%0.023%
2/17/2025 Nomura Holdings Inc.5,881$664K0.0%N/A0.012%
2/17/2025 Nuveen Asset Management LLC427,586$48.26M0.0%+18.7%0.876%
2/17/2025 Millennium Management LLC777,308$87.73M0.0%-8.5%1.593%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.42,648$4.81M0.0%+73.9%0.087%
2/17/2025 Interval Partners LP48,185$5.44M0.1%-45.6%0.099%
2/17/2025 Jacobs Levy Equity Management Inc.83,636$9.44M0.0%+1.6%0.171%
2/17/2025 Janus Henderson Group PLC4,524$511K0.0%-72.5%0.009%
2/17/2025 Fiduciary Trust Co2,383$269K0.0%N/A0.005%
2/17/2025 D. E. Shaw & Co. Inc.4,555$514K0.0%-93.0%0.009%
2/17/2025 Deutsche Bank AG88,320$9.97M0.0%+16.4%0.181%
2/17/2025 EP Wealth Advisors LLC2,361$266K0.0%+5.8%0.005%
2/17/2025 Corton Capital Inc.1,913$216K0.1%-23.1%0.004%
2/17/2025 Crestline Management LP12,129$1.37M0.0%+219.5%0.025%
2/17/2025 Cubist Systematic Strategies LLC82,060$9.26M0.1%+103.6%0.168%
2/17/2025 Cetera Investment Advisers2,107$238K0.0%N/A0.004%
2/17/2025 Captrust Financial Advisors461,031$52.03M0.1%+17.5%0.945%
2/17/2025 Azora Capital LP179,645$20.28M0.9%-55.2%0.368%
2/17/2025 Bank of America Corp DE429,919$48.52M0.0%-27.9%0.881%
2/17/2025 BNP Paribas Financial Markets38,462$4.34M0.0%+70.8%0.079%
2/17/2025 Ameriprise Financial Inc.95,534$10.78M0.0%-16.0%0.196%
2/14/2025 Gallagher Fiduciary Advisors LLC5,769$651K0.1%+17.7%0.012%
2/14/2025 Mercer Global Advisors Inc. ADV27,144$3.06M0.0%+0.7%0.056%
2/14/2025 FAS Wealth Partners Inc.7,322$826K0.1%-4.8%0.015%
Musk’s real agenda in D.C. (Ad)

In this urgent exposé, you’ll discover… How Elon and Donald Trump are quietly drawing a radical new map of America…

Here’s the full story.
2/14/2025 Jane Street Group LLC19,057$2.15M0.0%-47.0%0.039%
2/14/2025 Freestone Grove Partners LP427,390$48.24M0.6%N/A0.876%
2/14/2025 Comerica Bank34,754$3.92M0.0%+13.7%0.071%
2/14/2025 Bridgewealth Advisory Group LLC1,938$218K0.1%N/A0.004%
2/14/2025 Schonfeld Strategic Advisors LLC13,160$1.49M0.0%+188.8%0.027%
2/14/2025 AQR Capital Management LLC394,599$44.53M0.1%+9.7%0.809%
2/14/2025 Emerald Mutual Fund Advisers Trust100,863$11.38M0.7%+8.5%0.207%
2/14/2025 Northern Trust Corp637,072$71.90M0.0%+16.2%1.305%
2/14/2025 The Manufacturers Life Insurance Company 51,271$5.79M0.0%-2.3%0.105%
2/14/2025 Aquatic Capital Management LLC12,982$1.47M0.0%+1,342.4%0.027%
2/14/2025 Susquehanna Fundamental Investments LLC3,527$398K0.0%N/A0.007%
2/14/2025 HBK Investments L P51,074$5.76M0.1%+44.6%0.105%
2/14/2025 Hancock Whitney Corp54,408$6.14M0.2%+578.2%0.111%
2/14/2025 Voya Investment Management LLC45,840$5.17M0.0%-5.9%0.094%
2/14/2025 Adage Capital Partners GP L.L.C.301,708$34.05M0.1%+298.0%0.618%
2/14/2025 Pinebridge Investments L.P.22,336$2.52M0.0%+42.7%0.046%
2/14/2025 Price T Rowe Associates Inc. MD155,133$17.51M0.0%+84.1%0.318%
2/14/2025 Quantessence Capital LLC60,475$6.83M2.8%N/A0.124%
2/14/2025 Hsbc Holdings PLC7,391$837K0.0%+50.7%0.015%
2/14/2025 Stifel Financial Corp1,938$219K0.0%N/A0.004%
2/14/2025 OneDigital Investment Advisors LLC1,858$210K0.0%N/A0.004%
2/14/2025 State of Tennessee Department of Treasury17,857$2.02M0.0%-24.0%0.037%
2/14/2025 Tower Research Capital LLC TRC 5,473$618K0.0%+168.8%0.011%
2/14/2025 Teachers Retirement System of The State of Kentucky13,962$1.58M0.0%-4.6%0.029%
2/14/2025 MetLife Investment Management LLC51,299$5.79M0.0%+8.3%0.105%
2/14/2025 Dimensional Fund Advisors LP1,515,007$170.99M0.0%-5.0%3.105%
2/14/2025 First Trust Advisors LP126,631$14.29M0.0%-0.7%0.259%
2/14/2025 Formula Growth Ltd.42,100$4.75M1.6%N/A0.086%
2/14/2025 Brant Point Investment Management LLC53,000$5.98M0.7%+6.0%0.109%
2/14/2025 Commerce Bank41,502$4.68M0.0%-0.5%0.085%
2/13/2025 CANADA LIFE ASSURANCE Co37,632$4.25M0.0%-0.6%0.077%
2/13/2025 Marshall Wace LLP2,100$237K0.0%N/A0.004%
2/13/2025 NewEdge Advisors LLC3,840$433K0.0%+22.1%0.008%
2/13/2025 Ceredex Value Advisors LLC128,750$14.53M0.3%-8.2%0.264%
2/13/2025 NFJ Investment Group LLC45,373$5.12M0.2%-1.2%0.093%
2/13/2025 Keeley Teton Advisors LLC18,929$2.14M0.2%-7.4%0.039%
2/13/2025 Guggenheim Capital LLC17,827$2.01M0.0%+77.1%0.037%
2/13/2025 Walleye Capital LLC17,592$1.99M0.0%+701.5%0.036%
2/13/2025 XTX Topco Ltd6,019$679K0.1%N/A0.012%
2/13/2025 Mariner LLC21,296$2.40M0.0%+1.9%0.044%
2/13/2025 Barclays PLC160,008$18.06M0.0%-30.9%0.328%
2/13/2025 Sterling Capital Management LLC14,439$1.63M0.0%+37.5%0.030%
2/13/2025 Covestor Ltd555$63K0.0%+28.8%0.001%
2/13/2025 Renaissance Technologies LLC54,000$6.09M0.0%-56.6%0.111%
2/13/2025 Legal & General Group Plc93,727$10.58M0.0%-1.3%0.192%
2/13/2025 Invesco Ltd.309,980$34.98M0.0%+31.4%0.635%
2/13/2025 Bank of Montreal Can6,270$708K0.0%+16.5%0.013%
2/13/2025 Cerity Partners LLC20,503$2.20M0.0%-3.6%0.042%
2/13/2025 Federated Hermes Inc.118,527$13.38M0.0%+107.7%0.243%
2/13/2025 Gator Capital Management LLC100,475$11.34M4.3%-0.2%0.206%
The Dirty Secret About Gold Mining Stocks... (Ad)

Here's something most gold analysts won't tell you: 90% of gold mining companies actually destroy shareholder value over time. Even as gold prices rise.

Right now, I've found 4 miners showing the exact same pattern as previous 100-baggers.
2/13/2025 Russell Investments Group Ltd.26,744$3.02M0.0%-2.3%0.055%
2/13/2025 Envestnet Asset Management Inc.110,045$12.42M0.0%-0.3%0.226%
2/13/2025 Dynamic Technology Lab Private Ltd19,400$2.19M0.4%N/A0.040%
2/13/2025 Wells Fargo & Company MN51,929$5.86M0.0%+16.4%0.106%
2/12/2025 Landscape Capital Management L.L.C.5,169$583K0.1%-10.8%0.011%
2/12/2025 Pitcairn Co.4,245$479K0.0%+7.2%0.009%
2/12/2025 Cinctive Capital Management LP37,987$4.29M0.2%+163.5%0.078%
2/12/2025 Massachusetts Financial Services Co. MA463,546$52.32M0.0%-7.9%0.950%
2/12/2025 Headlands Technologies LLC8,632$974K0.1%+510.5%0.018%
2/12/2025 Geode Capital Management LLC1,112,460$125.58M0.0%-0.2%2.280%
(Data available from 1/1/2016 forward)

Remove Ads

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 262 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 15,111,203 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 9,157,499 shares in the last 24 months. This volume of shares sold represents approximately $831.74M in transactions.


Related Companies

This page (NASDAQ:UMBF) was last updated on 3/28/2025 by MarketBeat.com Staff
From Our Partners
Could This $6.9 Trillion Cash Wave “Reboot” Wall Street?
Move Your Money Before April 2, 2025 Trump is about to make some big announcements on April 2. And they cou...
Stansberry Research | Sponsored
Elon Warns: Exec Order 14024 Targets Dollar
Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...
Priority Gold | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Ex CIA predicts 40% “double crash” – April 11
The scientists here don’t study deadly viruses… directed energy weapons… or even weather control technology… ...
Paradigm Press | Sponsored
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored