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UMB Financial (UMBF) Institutional Ownership

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$120.60 -1.08 (-0.89%)
Closing price 09/12/2025 04:00 PM Eastern
Extended Trading
$120.61 +0.01 (+0.01%)
As of 09/12/2025 05:42 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)
301
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$697.92M
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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
9/4/2025 Osaic Holdings Inc.43,204$4.54M0.0%-3.8%0.057%
8/27/2025 Orion Porfolio Solutions LLC10,723$1.13M0.0%+4.2%0.014%
8/26/2025 Thrivent Financial for Lutherans63,493$6.68M0.0%-36.6%0.084%
8/19/2025 B. Riley Wealth Advisors Inc.1,983$209K0.0%N/A0.003%
8/19/2025 State of Wyoming1,450$152K0.0%-80.9%0.002%
8/19/2025 Pitcairn Co.3,635$382K0.0%-17.8%0.005%
8/16/2025 FORA Capital LLC8,900$936K0.1%+193.1%0.012%
8/16/2025 Evergreen Capital Management LLC4,029$425K0.0%-10.3%0.005%
8/16/2025 Headlands Technologies LLC15,494$1.63M0.2%-34.1%0.020%
8/15/2025 CANADA LIFE ASSURANCE Co49,141$5.17M0.0%-1.0%0.065%
8/15/2025 Tower Research Capital LLC TRC 9,608$1.01M0.0%+135.3%0.013%
8/15/2025 Corient Private Wealth LLC3,060$322K0.0%+46.6%0.004%
8/15/2025 State of Tennessee Department of Treasury23,243$2.44M0.0%+16.5%0.031%
8/15/2025 Captrust Financial Advisors465,908$49.00M0.1%-0.4%0.614%
8/15/2025 Smartleaf Asset Management LLC280$30K0.0%-50.4%0.000%
8/15/2025 Rafferty Asset Management LLC85,525$8.99M0.0%-2.5%0.113%
8/15/2025 Orion Porfolio Solutions LLC10,723$1.13M0.0%+4.2%0.014%
8/15/2025 Holocene Advisors LP42,429$4.46M0.0%-81.7%0.056%
8/15/2025 Gallagher Fiduciary Advisors LLC7,522$791K0.0%+22.8%0.010%
8/15/2025 EP Wealth Advisors LLC5,598$589K0.0%+27.3%0.007%
8/15/2025 Engineers Gate Manager LP5,256$553K0.0%N/A0.007%
8/15/2025 BNP Paribas Financial Markets16,030$1.69M0.0%-73.8%0.021%
8/15/2025 Boothbay Fund Management LLC63,563$6.68M0.1%-6.7%0.084%
8/15/2025 Balyasny Asset Management L.P.10,620$1.12M0.0%-92.8%0.014%
8/15/2025 Bank of America Corp DE755,992$79.50M0.0%-7.8%0.996%
8/15/2025 Adage Capital Partners GP L.L.C.400,000$42.06M0.1%-11.9%0.527%
8/15/2025 Ameriprise Financial Inc.69,380$7.30M0.0%-38.3%0.091%
8/15/2025 AQR Capital Management LLC184,152$19.37M0.0%-14.8%0.243%
8/14/2025 Jane Street Group LLC19,632$2.07M0.0%-60.6%0.026%
8/14/2025 California State Teachers Retirement System67,877$7.14M0.0%+0.4%0.089%
8/14/2025 Raymond James Financial Inc.213,890$22.49M0.0%+27.8%0.282%
8/14/2025 Quantinno Capital Management LP4,022$423K0.0%+31.2%0.005%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.39,858$4.19M0.0%-33.9%0.052%
8/14/2025 Diversify Advisory Services LLC2,390$274K0.0%N/A0.003%
8/14/2025 Alliancebernstein L.P.1,488,618$156.54M0.1%+636.7%1.961%
8/14/2025 The Manufacturers Life Insurance Company 79,080$8.32M0.0%+0.9%0.104%
8/14/2025 FAS Wealth Partners Inc.5,141$541K0.0%-30.3%0.007%
8/14/2025 Sei Investments Co.226,720$23.84M0.0%-10.8%0.299%
8/14/2025 NewEdge Advisors LLC5,467$575K0.0%-3.1%0.007%
8/14/2025 Integrated Investment Consultants LLC2,960$311K0.1%-37.7%0.004%
8/14/2025 Qube Research & Technologies Ltd4,807$506K0.0%-82.0%0.006%
8/14/2025 iSAM Funds UK Ltd16,850$1.77M0.4%N/A0.022%
8/14/2025 AXA S.A.12,077$1.27M0.0%-81.9%0.016%
8/14/2025 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,900$200K0.1%N/A0.003%
8/14/2025 State Street Corp4,296,190$453.46M0.0%+7.9%5.658%
8/14/2025 Brant Point Investment Management LLC59,054$6.21M0.7%+32.8%0.078%
8/14/2025 California Public Employees Retirement System121,620$12.79M0.0%+25.4%0.160%
8/14/2025 Cerity Partners LLC22,027$2.32M0.0%+16.4%0.029%
8/14/2025 Elizabeth Park Capital Advisors Ltd.29,302$3.08M2.8%-3.8%0.039%
8/14/2025 Federated Hermes Inc.149,526$15.72M0.0%-1.8%0.197%
8/13/2025 Gamco Investors INC. ET AL18,714$1.97M0.0%N/A0.025%
8/13/2025 Brown Advisory Inc.56,202$5.91M0.0%-1.0%0.074%
8/13/2025 First Trust Advisors LP402,629$42.34M0.0%+43.0%0.530%
8/13/2025 Kennedy Capital Management LLC19,425$2.04M0.0%+42.1%0.026%
8/13/2025 EverSource Wealth Advisors LLC405$43K0.0%+193.5%0.001%
8/13/2025 Guggenheim Capital LLC23,500$2.47M0.0%+1.4%0.031%
8/13/2025 Miramar Capital LLC3,530$371K0.1%N/A0.005%
8/13/2025 Invesco Ltd.487,242$51.24M0.0%+21.9%0.642%
8/13/2025 Systematic Financial Management LP347,009$36.49M1.0%+3.5%0.457%
8/13/2025 Blueshift Asset Management LLC2,406$253K0.1%+20.0%0.003%
8/13/2025 M&T Bank Corp4,690$493K0.0%+100.0%0.006%
8/13/2025 Fisher Asset Management LLC282,261$29.68M0.0%-3.1%0.372%
8/13/2025 Edgestream Partners L.P.35,296$3.71M0.1%-63.4%0.046%
8/13/2025 Bayview Asset Management LLC5,500$578K0.2%N/A0.007%
8/13/2025 First National Advisers LLC3,570$375K0.1%-2.9%0.005%
8/13/2025 New York State Common Retirement Fund194,984$20.51M0.0%+0.2%0.257%
8/13/2025 Schroder Investment Management Group375,781$39.84M0.0%-0.7%0.495%
8/13/2025 Gator Capital Management LLC101,175$10.64M3.3%+0.7%0.133%
8/13/2025 Ceredex Value Advisors LLC152,000$15.98M0.3%+16.5%0.200%
8/13/2025 Norges Bank892,248$93.83M0.0%N/A1.175%
8/13/2025 Hsbc Holdings PLC5,132$541K0.0%-33.5%0.007%
8/13/2025 Elevation Point Wealth Partners LLC2,684$282K0.0%N/A0.004%
8/13/2025 Quadrant Capital Group LLC16,431$1.73M0.1%-3.6%0.022%
8/13/2025 Choreo LLC12,600$1.33M0.0%-1.1%0.017%
8/13/2025 Russell Investments Group Ltd.25,458$2.68M0.0%-4.6%0.034%
8/12/2025 Steward Partners Investment Advisory LLC2,819$296K0.0%-7.0%0.004%
8/12/2025 Ameritas Investment Partners Inc.21,280$2.24M0.1%+4.9%0.028%
8/12/2025 Prudential Financial Inc.60,761$6.39M0.0%+283.0%0.080%
8/12/2025 Coldstream Capital Management Inc.2,053$216K0.0%-4.9%0.003%
8/12/2025 Charles Schwab Investment Management Inc.805,459$84.70M0.0%-1.0%1.061%
8/12/2025 American Century Companies Inc.1,985,065$208.75M0.1%-3.4%2.614%
8/12/2025 Rhumbline Advisers243,342$25.59M0.0%+6.4%0.320%
8/12/2025 Franklin Resources Inc.336,068$35.34M0.0%+6.0%0.443%
8/12/2025 Legal & General Group Plc139,594$14.68M0.0%+0.9%0.184%
8/12/2025 MAI Capital Management1,171$123K0.0%+51.9%0.002%
8/12/2025 Stieven Capital Advisors L.P.226,789$23.85M4.7%+8.7%0.299%
8/12/2025 JPMorgan Chase & Co.315,379$33.17M0.0%-19.0%0.415%
8/12/2025 Magnetar Financial LLC29,935$3.15M0.0%N/A0.039%
8/12/2025 Swiss National Bank138,720$14.59M0.0%-1.1%0.183%
8/12/2025 Dynamic Technology Lab Private Ltd3,430$361K0.0%-49.8%0.005%
8/12/2025 Ensign Peak Advisors Inc25,824$2.72M0.0%+53.0%0.034%
8/12/2025 Neumeier Poma Investment Counsel LLC306,764$32.26M3.0%-1.7%0.404%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH59,709$6.28M0.0%+3.4%0.079%
8/11/2025 Persistent Asset Partners Ltd9,391$988K0.7%-21.5%0.012%
8/11/2025 ANB Bank2,060$217K0.1%N/A0.003%
8/8/2025 Cetera Investment Advisers4,232$445K0.0%+6.8%0.006%
8/8/2025 Intech Investment Management LLC31,098$3.27M0.0%-10.0%0.041%
8/8/2025 Paragon Capital Management LLC15,603$1.64M0.8%+17.6%0.021%
8/8/2025 SG Americas Securities LLC1,812$191K0.0%-85.8%0.002%
8/8/2025 Creative Planning71,860$7.56M0.0%+1.1%0.095%
(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, 399 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. ($457.78M), State Street Corp ($453.46M), Dimensional Fund Advisors LP ($273.03M), Wellington Management Group LLP ($243.36M), Allspring Global Investments Holdings LLC ($213.69M), and American Century Companies Inc. ($208.75M).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 354 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), Norges Bank ($1.50M), Principal Financial Group Inc. ($1.45M), Dimensional Fund Advisors LP ($1.45M), Earnest Partners LLC ($1.43M), and Alliancebernstein L.P. ($1.40M).

How much institutional buying is happening at UMB Financial?

Institutional investors have bought a total of 19,750,082 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

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

Of the 169 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: Victory Capital Management Inc. ($762.99K), UMB Bank n.a. ($762.49K), Wellington Management Group LLP ($680.61K), Millennium Management LLC ($363.62K), Azora Capital LP ($232.30K), Bank of America Corp DE ($230.70K), and Allspring Global Investments Holdings LLC ($215.97K).

How much institutional selling is happening at UMB Financial?

Institutional investors have sold a total of 6,522,705 shares in the last 24 months. This volume of shares sold represents approximately $697.92M in transactions.


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This page (NASDAQ:UMBF) was last updated on 9/13/2025 by MarketBeat.com Staff
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