UMB Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 10.22 M | $1.46 B | 9.32% | 13.45% |
| UMB BANK, N.A. | 08/13/2026 | 4.67 M | $667.40 M | -1.03% | 6.15% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 4.21 M | $601.47 M | 1.86% | 5.55% |
| STATE STREET CORP | 08/07/2026 | 4.13 M | $591.79 M | 3.81% | 5.44% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.13 M | $446.89 M | 0.94% | 4.12% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 3.03 M | $432.68 M | 4.16% | 3.99% |
| FMR LLC | 08/13/2026 | 2.67 M | $381.41 M | 10.29% | 3.52% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.06 M | $294.83 M | 6.03% | 2.72% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.69 M | $240.87 M | -37.67% | 2.22% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 1.56 M | $223.03 M | -8.08% | 2.06% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 1.30 M | $146.70 M | 6.61% | 1.71% |
| EARNEST PARTNERS LLC | 08/13/2026 | 1.24 M | $177.37 M | -2.77% | 1.64% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.24 M | $177.28 M | 38.58% | 1.63% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.15 M | $166.91 M | -15.56% | 1.51% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 1.05 M | $149.32 M | -22.29% | 1.38% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 964.63 K | $137.71 M | -0.22% | 1.27% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 964.63 K | $137.71 M | 100.00% | 1.27% |
| CITADEL ADVISORS LLC | 09/02/2026 | 943.29 K | $134.66 M | -11.73% | 1.24% |
| MORGAN STANLEY | 08/13/2026 | 939.02 K | $134.05 M | -6.74% | 1.24% |
| NORTHERN TRUST CORP | 08/13/2026 | 926.89 K | $132.32 M | 5.29% | 1.22% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 914.99 K | $130.62 M | 1.73% | 1.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 904.68 K | $129.15 M | 30.12% | 1.19% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 900.42 K | $128.54 M | -8.03% | 1.19% |
| NUVEEN, LLC | 08/11/2026 | 763.66 K | $109.02 M | 16.41% | 1.01% |
| NORGES BANK | 08/12/2026 | 705.32 K | $100.69 M | 100.00% | 0.93% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 699.62 K | $99.88 M | 7.71% | 0.92% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 694.84 K | $99.19 M | -2.53% | 0.91% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 08/13/2026 | 690.33 K | $98.55 M | 4.76% | 0.91% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 672.47 K | $96.00 M | -4.10% | 0.89% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 583.29 K | $83.27 M | -3.96% | 0.77% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 549.24 K | $78.41 M | -0.63% | 0.72% |
| JOHNSON INVESTMENT COUNSEL INC | 07/23/2026 | 500.73 K | $71.48 M | 3.68% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 475.63 K | $67.90 M | 2.70% | 0.63% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 428.35 K | $61.15 M | -4.04% | 0.56% |
| JUNTO CAPITAL MANAGEMENT LP | 08/14/2026 | 412.75 K | $58.92 M | 100.00% | 0.54% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 08/13/2026 | 410.80 K | $58.65 M | 1.71% | 0.54% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 401.47 K | $57.00 M | 24.71% | 0.53% |
| CONGRESS ASSET MANAGEMENT CO /MA | 07/07/2026 | 396.65 K | $56.63 M | 162.07% | 0.52% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 07/16/2026 | 364.29 K | $52.01 M | 23.54% | 0.48% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 353.04 K | $50.40 M | 3.92% | 0.46% |
| EMERALD ADVISERS, LLC | 08/05/2026 | 345.69 K | $49.35 M | 29.26% | 0.46% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 340.61 K | $48.63 M | 8.42% | 0.45% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 08/14/2026 | 339.48 K | $48.46 M | -2.01% | 0.45% |
| NFJ INVESTMENT GROUP, LLC | 08/11/2026 | 329.40 K | $47.03 M | 1.06% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 324.44 K | $46.32 M | 13.71% | 0.43% |
| JPMORGAN CHASE & CO | 08/12/2026 | 306.50 K | $43.97 M | -1.41% | 0.40% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 295.89 K | $41.82 M | 53.58% | 0.39% |
| AZORA CAPITAL LP | 08/14/2026 | 274.87 K | $39.24 M | 100.00% | 0.36% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 274.28 K | $39.16 M | -1.00% | 0.36% |
| HOLOCENE ADVISORS, LP | 08/14/2026 | 262.42 K | $37.46 M | 470.36% | 0.35% |
UMB Financial Corp. institutional Ownership - FAQ's
During the previous two years, 665 institutional investors and hedge funds held shares of UMB Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 10.22 M
UMB Bank, n.a.: 4.67 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 4.21 M
STATE STREET CORP: 4.13 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.13 M
DIMENSIONAL FUND ADVISORS LP: 3.03 M
97.25% of UMB Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 97.89 M shares in the last 24 months. This purchase volume represents approximately $11.16 B in transactions.