UMB Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 9.04 M | $1.07 B | -0.50% | 11.91% |
| VANGUARD GROUP INC | 11/07/2025 | 7.77 M | $919.44 M | -1.20% | 10.23% |
| UMB BANK, N.A. | 11/04/2025 | 4.32 M | $510.79 M | -0.86% | 5.68% |
| STATE STREET CORP | 11/14/2025 | 4.23 M | $502.74 M | -1.46% | 5.58% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 3.10 M | $366.74 M | 32.02% | 4.08% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.83 M | $335.26 M | 3.45% | 3.73% |
| FMR LLC | 11/13/2025 | 2.25 M | $266.00 M | 1.25% | 2.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.87 M | $221.92 M | 1.55% | 2.47% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 1.83 M | $216.90 M | 32.69% | 2.41% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 1.76 M | $207.68 M | -11.16% | 2.31% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 1.59 M | $188.69 M | -19.68% | 2.10% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 1.46 M | $172.22 M | -2.25% | 1.92% |
| EARNEST PARTNERS LLC | 11/14/2025 | 1.37 M | $162.34 M | -4.00% | 1.81% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 1.22 M | $144.63 M | -2.02% | 1.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 974.50 K | $115.33 M | 20.99% | 1.28% |
| NORTHERN TRUST CORP | 11/14/2025 | 929.16 K | $109.97 M | -0.41% | 1.22% |
| CITADEL ADVISORS LLC | 11/14/2025 | 879.45 K | $104.08 M | -20.70% | 1.16% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 844.44 K | $99.94 M | -3.96% | 1.11% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 751.28 K | $88.91 M | -3.30% | 0.99% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 742.96 K | $87.93 M | 19.98% | 0.98% |
| NUVEEN, LLC | 11/12/2025 | 728.30 K | $86.19 M | 17.86% | 0.96% |
| MORGAN STANLEY | 11/14/2025 | 725.69 K | $85.89 M | 31.04% | 0.96% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 713.66 K | $84.46 M | -5.60% | 0.94% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 11/13/2025 | 643.84 K | $76.20 M | -0.12% | 0.85% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 604.89 K | $71.59 M | 63.07% | 0.80% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 580.93 K | $68.75 M | 44.28% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 571.54 K | $67.64 M | -0.74% | 0.75% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2025 | 503.69 K | $59.68 M | 34.04% | 0.66% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 460.07 K | $54.45 M | -1.25% | 0.61% |
| UBS GROUP AG | 11/13/2025 | 378.86 K | $44.84 M | 12.45% | 0.50% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 365.70 K | $43.28 M | -6.39% | 0.48% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2025 | 357.72 K | $42.34 M | 1,273.94% | 0.47% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 11/13/2025 | 346.36 K | $40.99 M | -0.19% | 0.46% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 11/12/2025 | 338.05 K | $40.01 M | 10.20% | 0.45% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 335.96 K | $39.76 M | -6.95% | 0.44% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 319.91 K | $37.86 M | -4.81% | 0.42% |
| JPMORGAN CHASE & CO | 11/26/2025 | 316.94 K | $37.51 M | 0.49% | 0.42% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 286.68 K | $33.93 M | 1.57% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 277.80 K | $32.88 M | 29.88% | 0.37% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/23/2025 | 277.75 K | $32.87 M | 82.94% | 0.37% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 11/14/2025 | 265.93 K | $31.47 M | -33.52% | 0.35% |
| INVESCO LTD. | 11/13/2025 | 259.55 K | $30.72 M | -46.73% | 0.34% |
| FEDERATED HERMES, INC. | 11/03/2025 | 253.71 K | $30.03 M | 69.67% | 0.33% |
| BOSTON TRUST WALDEN CORP | 10/17/2025 | 252.92 K | $29.93 M | -1.76% | 0.33% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 249.13 K | $29.48 M | 100.00% | 0.33% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 247.89 K | $29.34 M | 5.60% | 0.33% |
| FREESTONE GROVE PARTNERS LP | 11/14/2025 | 247.56 K | $29.30 M | 100.00% | 0.33% |
| RHUMBLINE ADVISERS | 11/06/2025 | 240.79 K | $28.50 M | -1.05% | 0.32% |
| STIEVEN CAPITAL ADVISORS, L.P. | 11/13/2025 | 230.09 K | $27.23 M | 1.46% | 0.30% |
| EMERALD ADVISERS, LLC | 10/30/2025 | 209.56 K | $24.80 M | -1.65% | 0.28% |
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UMB Financial Corporation institutional Ownership - FAQ's
During the previous two years, 560 institutional investors and hedge funds held shares of UMB Financial Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 9.04 M
VANGUARD GROUP INC: 7.77 M
UMB Bank, n.a.: 4.32 M
STATE STREET CORP: 4.23 M
WELLINGTON MANAGEMENT GROUP LLP: 3.1 M
DIMENSIONAL FUND ADVISORS LP: 2.83 M
91.21% of UMB Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 86.28 M shares in the last 24 months. This purchase volume represents approximately $10.31 B in transactions.