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UMB Financial (UMBF) Institutional Ownership

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$110.35 +0.92 (+0.84%)
Closing price 07/3/2025 01:00 PM Eastern
Extended Trading
$110.27 -0.08 (-0.07%)
As of 07/3/2025 04:04 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)
281
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$655.91M
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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
6/18/2025Voya Investment Management LLC64,510$6.52M0.0%+40.7%0.085%
6/3/2025Inspire Investing LLC3,401$344K0.0%-4.0%0.004%
5/28/2025Strs Ohio107,300$10.85M0.0%N/A0.141%
5/20/2025Intech Investment Management LLC34,552$3.49M0.0%+52.5%0.046%
5/19/2025Jane Street Group LLC49,877$5.04M0.0%+161.7%0.066%
5/19/2025Bayforest Capital Ltd2,217$224K0.1%+3,595.0%0.003%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC207,881$21.02M0.0%+65.2%0.274%
5/16/2025Zurich Insurance Group Ltd FI464,699$46.98M0.4%+11.1%0.612%
5/16/2025McIlrath & Eck LLC291$29K0.0%N/A0.000%
5/16/2025United Services Automobile Association4,301$431K0.0%N/A0.006%
5/16/2025Great Lakes Advisors LLC55,168$5.58M0.0%+7.1%0.073%
5/16/2025Goldman Sachs Group Inc.936,685$94.70M0.0%-7.4%1.234%
5/16/2025Jones Financial Companies Lllp4,437$417K0.0%-19.3%0.006%
5/16/2025Dynamic Technology Lab Private Ltd6,829$690K0.1%-64.8%0.009%
5/16/2025NFJ Investment Group LLC28,068$2.84M0.1%-38.1%0.037%
5/16/2025NewEdge Advisors LLC5,643$570K0.0%+47.0%0.007%
5/16/2025Millennium Management LLC485,749$49.11M0.0%-37.5%0.640%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.60,344$6.10M0.0%+41.5%0.079%
5/16/2025Interval Partners LP10,746$1.09M0.0%-77.7%0.014%
5/16/2025Jacobs Levy Equity Management Inc.31,196$3.15M0.0%-62.7%0.041%
5/16/2025Hancock Whitney Corp8,052$814K0.0%-85.2%0.011%
5/16/2025Boothbay Fund Management LLC68,131$6.89M0.2%N/A0.090%
5/16/2025Bridgeway Capital Management LLC31,305$3.17M0.1%+3.3%0.041%
5/16/2025Alliancebernstein L.P.202,075$20.43M0.0%+118.1%0.266%
5/16/2025AQR Capital Management LLC216,097$21.47M0.0%-45.2%0.285%
5/16/2025Adage Capital Partners GP L.L.C.453,900$45.89M0.1%+50.4%0.598%
5/15/2025Federation des caisses Desjardins du Quebec16,143$1.63M0.0%+19.9%0.021%
5/15/2025EP Wealth Advisors LLC4,399$445K0.0%+86.3%0.006%
5/15/2025Focus Partners Advisor Solutions LLC25,101$2.54M0.0%N/A0.033%
5/15/2025Royal Bank of Canada42,829$4.33M0.0%+28.2%0.056%
5/15/2025MAI Capital Management771$78K0.0%+14.7%0.001%
5/15/2025Vident Advisory LLC1,995$202K0.0%N/A0.003%
5/15/2025Evergreen Capital Management LLC4,490$456K0.0%N/A0.006%
5/15/2025State of Wyoming7,585$767K0.1%+97.9%0.010%
5/15/2025Brant Point Investment Management LLC44,455$4.49M0.5%-16.1%0.059%
5/15/2025Clarity Asset Management Inc.643$65K0.0%N/A0.001%
5/15/2025Earnest Partners LLC1,427,803$144.35M0.7%N/A1.881%
5/15/2025Elizabeth Park Capital Advisors Ltd.30,457$3.08M2.8%N/A0.040%
5/14/2025Ieq Capital LLC7,083$719K0.0%N/A0.009%
5/14/2025Keeley Teton Advisors LLC18,714$1.89M0.2%-1.1%0.025%
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5/14/2025Rafferty Asset Management LLC87,758$8.87M0.0%+19.0%0.116%
5/14/2025Ceredex Value Advisors LLC130,450$13.19M0.3%+1.3%0.172%
5/14/2025FORA Capital LLC3,036$307K0.0%N/A0.004%
5/14/2025Corebridge Financial Inc.108,116$10.93M0.1%+49.7%0.142%
5/14/2025Comerica Bank33,493$3.39M0.0%-3.6%0.044%
5/14/2025MetLife Investment Management LLC76,194$7.70M0.0%+48.5%0.100%
5/14/2025Systematic Financial Management LP335,410$33.91M1.0%+3.1%0.442%
5/14/2025Smartleaf Asset Management LLC565$57K0.0%+292.4%0.001%
5/14/2025Northwestern Mutual Wealth Management Co.362$37K0.0%+143.0%0.000%
5/14/2025Douglass Winthrop Advisors LLC6,175$624K0.0%-3.9%0.008%
5/14/2025AlphaQuest LLC1,174$119K0.0%-95.6%0.002%
5/14/2025Advantage Alpha Capital Partners LP2,336$236K0.1%-60.8%0.003%
5/14/2025Petiole USA ltd24,122$2.44M1.7%N/A0.032%
5/14/2025BI Asset Management Fondsmaeglerselskab A S345$35K0.0%N/A0.000%
5/14/2025Hsbc Holdings PLC7,719$777K0.0%+4.4%0.010%
5/14/2025Wellington Management Group LLP2,407,115$243.36M0.0%+19.1%3.171%
5/13/2025Northern Trust Corp916,964$92.71M0.0%+43.9%1.208%
5/13/2025Brooklyn Investment Group247$25K0.0%+4,840.0%0.000%
5/13/2025Raymond James Financial Inc.167,395$16.92M0.0%+66.4%0.220%
5/13/2025American Century Companies Inc.2,054,007$207.66M0.1%+7.7%2.706%
5/13/2025Dimensional Fund Advisors LP2,700,678$273.03M0.1%+78.3%3.557%
5/13/2025Fox Run Management L.L.C.4,759$481K0.1%N/A0.006%
5/13/2025KLCM Advisors Inc.4,878$493K0.1%N/A0.006%
5/13/2025Cookson Peirce & Co. Inc.7,367$745K0.0%+18.0%0.010%
5/13/2025Persistent Asset Partners Ltd11,959$1.21M1.0%N/A0.016%
5/13/2025HighTower Advisors LLC5,272$533K0.0%+196.5%0.007%
5/12/2025Nuveen LLC507,655$51.32M0.0%N/A0.669%
5/12/2025Invesco Ltd.399,590$40.40M0.0%+28.9%0.526%
5/12/2025Global Alpha Capital Management Ltd.511,137$51.68M3.8%+21.1%0.673%
5/12/2025Angel Oak Capital Advisors LLC9,700$981K1.3%N/A0.013%
5/12/2025Wolverine Asset Management LLC23,757$2.40M0.0%N/A0.031%
5/12/2025Citigroup Inc.105,889$10.71M0.0%+12.5%0.139%
5/12/2025Swiss National Bank140,320$14.19M0.0%+54.0%0.185%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.266$27K0.0%N/A0.000%
5/12/2025Neumeier Poma Investment Counsel LLC312,199$31.56M3.4%-0.3%0.411%
5/9/2025Headlands Technologies LLC23,515$2.38M0.3%+172.4%0.031%
5/9/2025Deutsche Bank AG242,782$24.55M0.0%+174.9%0.320%
5/9/2025Charles Schwab Investment Management Inc.813,757$82.27M0.0%+44.3%1.072%
5/9/2025Vanguard Group Inc.7,332,764$741.34M0.0%+54.0%9.659%
5/9/2025PrairieView Partners LLC4,476$452K0.0%N/A0.006%
5/9/2025Atria Wealth Solutions Inc.3,630$368K0.0%-10.8%0.005%
5/9/2025Connable Office Inc.4,851$490K0.1%N/A0.006%
5/9/2025Phocas Financial Corp.42,618$4.31M0.7%N/A0.056%
5/9/2025PNC Financial Services Group Inc.8,064$815K0.0%+9.7%0.011%
5/9/2025Powszechne Towarzystwo Emerytalne Allianz Polska S.A.170,440$17.23M7.8%N/A0.225%
5/8/2025Blueshift Asset Management LLC2,005$203K0.1%N/A0.003%
5/8/2025Commerce Bank38,950$3.94M0.0%-6.1%0.051%
5/8/2025Moors & Cabot Inc.3,296$333K0.0%N/A0.004%
5/8/2025US Bancorp DE16,743$1.69M0.0%+27.8%0.022%
5/8/2025Wealthquest Corp3,526$393K0.0%N/A0.005%
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5/8/2025Natixis Advisors LLC30,390$3.07M0.0%+3.6%0.040%
5/8/2025Bayforest Capital Ltd2,217$224K0.1%+3,595.0%0.003%
5/8/2025Federated Hermes Inc.152,200$15.39M0.0%+28.4%0.200%
5/7/2025N.E.W. Advisory Services LLC3,864$391K0.0%N/A0.005%
5/7/2025First National Advisers LLC3,675$372K0.1%N/A0.005%
5/7/2025LPL Financial LLC25,104$2.54M0.0%+23.5%0.033%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 18,809$1.90M0.0%+61.5%0.025%
5/7/2025Integrated Investment Consultants LLC4,753$481K0.1%N/A0.006%
5/7/2025Knights of Columbus Asset Advisors LLC20,812$2.10M0.1%+2.7%0.027%
5/7/2025Caliber Wealth Management LLC KS7,718$780K0.1%N/A0.010%
(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, 370 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. ($444.58M), State Street Corp ($297.96M), Dimensional Fund Advisors LP ($273.03M), Wellington Management Group LLP ($243.36M), American Century Companies Inc. ($207.66M), and Allspring Global Investments Holdings LLC ($192.30M).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 324 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), Dimensional Fund Advisors LP ($1.54M), Principal Financial Group Inc. ($1.45M), Earnest Partners LLC ($1.43M), Millennium Management LLC ($623.75K), and Norges Bank ($611.59K).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 18,205,063 shares in the last 24 months. This purchase volume represents approximately $1.84B in transactions.

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

Of the 140 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: UMB Bank n.a. ($844.25K), Victory Capital Management Inc. ($775.49K), Wellington Management Group LLP ($680.61K), Boston Trust Walden Corp ($425.29K), Millennium Management LLC ($363.62K), Bank of New York Mellon Corp ($332.26K), and Azora Capital LP ($232.30K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 6,331,038 shares in the last 24 months. This volume of shares sold represents approximately $655.91M in transactions.


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This page (NASDAQ:UMBF) was last updated on 7/4/2025 by MarketBeat.com Staff
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