UMB Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 9.12 M | $1.05 B | 0.86% | 12.01% |
| VANGUARD GROUP INC | 01/29/2026 | 7.68 M | $884.06 M | -1.08% | 10.12% |
| UMB BANK, N.A. | 02/13/2026 | 4.81 M | $553.32 M | 11.44% | 6.34% |
| STATE STREET CORP | 02/13/2026 | 4.18 M | $482.91 M | -1.21% | 5.51% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.85 M | $328.44 M | 0.78% | 3.76% |
| FMR LLC | 02/17/2026 | 2.64 M | $303.19 M | 17.26% | 3.47% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 2.59 M | $298.04 M | -16.39% | 3.41% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.91 M | $219.53 M | 1.76% | 2.51% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 1.74 M | $200.62 M | -4.84% | 2.30% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 1.65 M | $192.20 M | -6.01% | 2.17% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.51 M | $173.85 M | -5.21% | 1.99% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 1.44 M | $165.99 M | -0.84% | 1.90% |
| EARNEST PARTNERS LLC | 02/12/2026 | 1.31 M | $150.32 M | -4.74% | 1.72% |
| CITADEL ADVISORS LLC | 02/17/2026 | 1.24 M | $142.78 M | 41.13% | 1.63% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 1.10 M | $126.90 M | -9.74% | 1.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 960.83 K | $110.53 M | -1.40% | 1.27% |
| NORTHERN TRUST CORP | 02/17/2026 | 853.30 K | $98.16 M | -8.16% | 1.12% |
| MORGAN STANLEY | 02/13/2026 | 816.38 K | $93.92 M | 12.50% | 1.08% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 806.42 K | $92.77 M | -4.50% | 1.06% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 803.25 K | $92.41 M | 38.27% | 1.06% |
| NUVEEN, LLC | 02/12/2026 | 790.75 K | $90.97 M | 8.57% | 1.04% |
| NORGES BANK | 02/10/2026 | 746.57 K | $85.89 M | 100.00% | 0.98% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 727.02 K | $83.64 M | -3.23% | 0.96% |
| GW&K INVESTMENT MANAGEMENT, LLC | 02/11/2026 | 718.28 K | $82.63 M | -3.32% | 0.95% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 649.73 K | $74.74 M | -8.96% | 0.86% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 02/11/2026 | 632.22 K | $72.73 M | -1.81% | 0.83% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 614.04 K | $70.64 M | 1.51% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 553.54 K | $63.68 M | -3.15% | 0.73% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 486.07 K | $55.92 M | 96.08% | 0.64% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 480.51 K | $56.07 M | -4.60% | 0.63% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 459.42 K | $52.85 M | -0.14% | 0.61% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 422.07 K | $48.55 M | 1,148.27% | 0.56% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 02/17/2026 | 380.21 K | $43.74 M | 42.97% | 0.50% |
| JPMORGAN CHASE & CO | 02/11/2026 | 369.06 K | $42.46 M | 16.45% | 0.49% |
| JOHNSON INVESTMENT COUNSEL INC | 02/13/2026 | 362.12 K | $41.66 M | 1,560.94% | 0.48% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 353.24 K | $40.64 M | -3.41% | 0.47% |
| UBS GROUP AG | 01/29/2026 | 352.79 K | $40.58 M | -6.88% | 0.46% |
| NFJ INVESTMENT GROUP, LLC | 02/13/2026 | 348.24 K | $40.06 M | -2.65% | 0.46% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 346.70 K | $39.88 M | 8.37% | 0.46% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 02/09/2026 | 345.84 K | $39.78 M | -0.15% | 0.46% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 02/11/2026 | 336.71 K | $38.74 M | -0.40% | 0.44% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 309.66 K | $35.62 M | -7.83% | 0.41% |
| INVESCO LTD. | 02/19/2026 | 283.11 K | $32.57 M | 9.08% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 275.60 K | $31.71 M | -0.79% | 0.36% |
| EMERALD ADVISERS, LLC | 02/09/2026 | 275.30 K | $31.67 M | 31.37% | 0.36% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 266.75 K | $30.69 M | -6.95% | 0.35% |
| BOSTON TRUST WALDEN CORP | 01/28/2026 | 237.13 K | $27.28 M | -6.24% | 0.31% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 235.66 K | $27.11 M | 25.15% | 0.31% |
| STIEVEN CAPITAL ADVISORS, L.P. | 02/06/2026 | 229.59 K | $26.41 M | -0.22% | 0.30% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 225.85 K | $25.98 M | -9.34% | 0.30% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
UMB Financial Corp. institutional Ownership - FAQ's
During the previous two years, 575 institutional investors and hedge funds held shares of UMB Financial Corp.. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 1.36 M
PRINCIPAL FINANCIAL GROUP INC: 712,859
Nuveen, LLC: 656,034
Bank of New York Mellon Corp: 552,717
JOHNSON INVESTMENT COUNSEL INC: 482,949
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.: 294,880
93.46% of UMB Financial Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 89.61 M shares in the last 24 months. This purchase volume represents approximately $10.21 B in transactions.