UMB Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 6.05 M | $682.94 M | 2.14% | 12.41% |
| VANGUARD GROUP INC | 02/11/2025 | 4.76 M | $537.49 M | 1.03% | 9.76% |
| UMB BANK, N.A. | 01/16/2025 | 4.41 M | $497.58 M | -6.19% | 9.04% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 2.02 M | $228.12 M | 5.32% | 4.14% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.91 M | $215.27 M | -2.08% | 3.91% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/29/2025 | 1.74 M | $194.38 M | -7.70% | 3.57% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.52 M | $170.99 M | -4.98% | 3.11% |
| VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 1.45 M | $163.44 M | -11.02% | 2.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.11 M | $125.58 M | -0.16% | 2.28% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 1.01 M | $114.15 M | 74.38% | 2.07% |
| PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 805,190 | $90.87 M | -7.11% | 1.65% |
| FMR LLC | 02/13/2025 | 790,526 | $89.22 M | -16.76% | 1.62% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 777,308 | $87.73 M | -8.48% | 1.59% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/05/2025 | 650,172 | $73.38 M | -0.51% | 1.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 563,762 | $63.63 M | -2.83% | 1.16% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 463,546 | $52.32 M | -7.91% | 0.95% |
| CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 461,031 | $52.03 M | 17.49% | 0.95% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 451,144 | $50.92 M | -6.78% | 0.92% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 449,987 | $50.79 M | 12,636.68% | 0.92% |
| FREESTONE GROVE PARTNERS LP | 02/14/2025 | 427,390 | $48.24 M | 100.00% | 0.88% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 427,586 | $48.26 M | 18.74% | 0.88% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 02/07/2025 | 422,023 | $47.63 M | -23.57% | 0.87% |
| ZURICH INSURANCE GROUP LTD/FI | 02/14/2025 | 418,228 | $47.20 M | -9.42% | 0.86% |
| JPMORGAN CHASE & CO | 02/12/2025 | 415,607 | $46.91 M | 31.03% | 0.85% |
| AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 394,599 | $44.53 M | 9.70% | 0.81% |
| PROSHARE ADVISORS LLC | 02/14/2025 | 328,869 | $37.12 M | -3.90% | 0.67% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 02/14/2025 | 325,242 | $36.71 M | 1.46% | 0.67% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 02/12/2025 | 313,124 | $35.34 M | -2.07% | 0.64% |
| INVESCO LTD. | 02/13/2025 | 309,980 | $34.98 M | 31.38% | 0.64% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 308,544 | $34.82 M | 9.27% | 0.63% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/14/2025 | 301,708 | $34.05 M | 298.03% | 0.62% |
| FISHER ASSET MANAGEMENT, LLC | 02/05/2025 | 290,326 | $32.77 M | 11.32% | 0.60% |
| UBS GROUP AG | 02/14/2025 | 276,012 | $31.15 M | 8.12% | 0.57% |
| BOSTON TRUST WALDEN CORP | 01/24/2025 | 267,950 | $30.24 M | -1.69% | 0.55% |
| SEI INVESTMENTS CO | 02/11/2025 | 253,169 | $28.57 M | 5.07% | 0.52% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 01/21/2025 | 199,649 | $22.53 M | 1.19% | 0.41% |
| HOLOCENE ADVISORS, LP | 02/14/2025 | 190,150 | $21.46 M | 6.10% | 0.39% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 180,832 | $20.41 M | -20.55% | 0.37% |
| AZORA CAPITAL LP | 02/14/2025 | 179,645 | $20.27 M | -55.20% | 0.37% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/14/2025 | 176,627 | $19.93 M | 22,173.27% | 0.36% |
| BARCLAYS PLC | 02/13/2025 | 160,008 | $18.06 M | -30.88% | 0.33% |
| RHUMBLINE ADVISERS | 01/30/2025 | 157,642 | $17.79 M | 0.32% | 0.32% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 155,133 | $17.51 M | 84.15% | 0.32% |
| EMERALD ADVISERS, LLC | 02/11/2025 | 151,007 | $17.04 M | 23.36% | 0.31% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 148,632 | $16.77 M | -20.22% | 0.30% |
| NORGES BANK | 02/12/2025 | 140,309 | $15.84 M | 100.00% | 0.29% |
| CEREDEX VALUE ADVISORS LLC | 02/13/2025 | 128,750 | $14.53 M | -8.17% | 0.26% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 126,631 | $14.29 M | -0.67% | 0.26% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 125,798 | $14.20 M | 18.26% | 0.26% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/30/2025 | 125,604 | $14.18 M | 8.04% | 0.26% |
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UMB Financial Corporation institutional Ownership - FAQ's
During the previous two years, 449 institutional investors and hedge funds held shares of UMB Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 6.05 M
VANGUARD GROUP INC: 4.76 M
UMB Bank, n.a.: 4.41 M
WELLINGTON MANAGEMENT GROUP LLP: 2.02 M
AMERICAN CENTURY COMPANIES INC: 1.91 M
Allspring Global Investments Holdings, LLC: 1.74 M
104.72% of UMB Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 63.15 M shares in the last 24 months. This purchase volume represents approximately $7.07 B in transactions.