UMB Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 9.34 M | $1.05 B | 2.50% | 12.31% |
| UMB BANK, N.A. | 05/11/2026 | 4.72 M | $532.77 M | -1.79% | 6.22% |
| 05/08/2026 | 4.14 M | $466.52 M | 100.00% | 5.45% | |
| STATE STREET CORP | 05/15/2026 | 3.98 M | $450.85 M | -4.80% | 5.24% |
| 05/15/2026 | 3.10 M | $349.79 M | 100.00% | 4.08% | |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.91 M | $328.20 M | 1.93% | 3.83% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 2.71 M | $305.34 M | 4.49% | 3.57% |
| FMR LLC | 05/15/2026 | 2.42 M | $273.23 M | -8.08% | 3.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.95 M | $219.69 M | 2.07% | 2.57% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 1.70 M | $191.70 M | -2.54% | 2.24% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 1.36 M | $155.60 M | -17.75% | 1.79% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.35 M | $151.80 M | -10.94% | 1.77% |
| EARNEST PARTNERS LLC | 05/15/2026 | 1.28 M | $144.13 M | -2.20% | 1.68% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 1.22 M | $140.35 M | -15.45% | 1.61% |
| CITADEL ADVISORS LLC | 05/15/2026 | 1.07 M | $120.53 M | -13.90% | 1.41% |
| MORGAN STANLEY | 05/15/2026 | 1.01 M | $113.57 M | 23.34% | 1.33% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 979.05 K | $110.43 M | -11.24% | 1.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 966.74 K | $109.04 M | 0.62% | 1.27% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 899.40 K | $101.44 M | 11.97% | 1.18% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 896.10 K | $101.07 M | 11.12% | 1.18% |
| NORTHERN TRUST CORP | 05/14/2026 | 880.35 K | $99.29 M | 3.17% | 1.16% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 712.86 K | $80.40 M | -1.95% | 0.94% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/13/2026 | 701.19 K | $79.09 M | -2.38% | 0.92% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 695.28 K | $78.42 M | 7.01% | 0.92% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 05/11/2026 | 658.98 K | $74.33 M | 4.23% | 0.87% |
| NUVEEN, LLC | 04/30/2026 | 656.03 K | $73.99 M | -17.04% | 0.86% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 649.57 K | $73.27 M | 5.79% | 0.86% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 607.31 K | $68.50 M | 24.94% | 0.80% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 552.72 K | $62.34 M | -0.15% | 0.73% |
| JOHNSON INVESTMENT COUNSEL INC | 05/04/2026 | 482.95 K | $54.47 M | 33.37% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 463.14 K | $52.24 M | 100.00% | 0.61% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 446.39 K | $50.35 M | -2.84% | 0.59% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 05/13/2026 | 403.91 K | $45.56 M | 19.96% | 0.53% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 05/13/2026 | 346.45 K | $39.08 M | 0.18% | 0.46% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 339.70 K | $38.31 M | -3.83% | 0.45% |
| NFJ INVESTMENT GROUP, LLC | 05/13/2026 | 325.96 K | $36.77 M | -6.40% | 0.43% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 321.91 K | $35.40 M | -33.01% | 0.42% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 314.15 K | $35.43 M | -9.39% | 0.41% |
| JPMORGAN CHASE & CO | 05/13/2026 | 310.88 K | $34.19 M | -15.76% | 0.41% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 04/16/2026 | 294.88 K | $33.26 M | 100.00% | 0.39% |
| UBS GROUP AG | 05/05/2026 | 292.83 K | $33.03 M | -17.00% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 285.31 K | $32.18 M | 3.52% | 0.38% |
| BESSEMER GROUP INC | 05/06/2026 | 281.24 K | $31.72 M | 61,983.44% | 0.37% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 277.05 K | $31.25 M | 17.57% | 0.36% |
| INVESCO LTD. | 05/12/2026 | 274.34 K | $30.94 M | -3.10% | 0.36% |
| EMERALD ADVISERS, LLC | 05/04/2026 | 267.44 K | $30.16 M | -2.85% | 0.35% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 266.73 K | $30.08 M | 176.05% | 0.35% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 242.44 K | $27.34 M | -9.11% | 0.32% |
| STIEVEN CAPITAL ADVISORS, L.P. | 05/15/2026 | 228.79 K | $25.81 M | -0.35% | 0.30% |
| RHUMBLINE ADVISERS | 05/12/2026 | 227.78 K | $25.69 M | 1.46% | 0.30% |
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UMB Financial Corp. institutional Ownership - FAQ's
During the previous two years, 584 institutional investors and hedge funds held shares of UMB Financial Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 9.34 M
UMB Bank, n.a.: 4.72 M
STATE STREET CORP: 3.98 M
DIMENSIONAL FUND ADVISORS LP: 2.91 M
WELLINGTON MANAGEMENT GROUP LLP: 2.71 M
FMR LLC: 2.42 M
92.00% of UMB Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 87.16 M shares in the last 24 months. This purchase volume represents approximately $9.93 B in transactions.