UMB FINANCIAL CORP UMBF
$143.80
-1.3% 52w: $99.25 – $145.65
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data99.25122.45145.65
Jun 20, 2025 Jul 2, 2026
Institutional holders
452
+40 QoQ
13F value
$7.88B
-3.8% QoQ
Smart-money holders
20
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
calls only
$5.5M calls / — puts
Institutional value by quarter
Number of holders
Who owns UMBF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 9.3M | $1.05B | 0.0% | +2.5% |
| UMB Bank, n.a. | Diversified mechanical | 4.7M | $532.8M | 7.4% | -1.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 4.1M | $466.5M | 0.0% | — |
| STATE STREET CORP | Index provider | 4.0M | $450.8M | 0.0% | -4.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 3.1M | $349.8M | 0.0% | — |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.9M | $328.2M | 0.1% | +1.9% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 2.7M | $305.3M | 0.1% | +4.5% |
| FMR LLC | Long only active | 2.4M | $273.2M | 0.0% | -8.1% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.9M | $219.7M | 0.0% | +2.1% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 1.7M | $191.7M | 0.1% | -2.5% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 1.4M | $155.6M | 0.3% | -17.8% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 1.3M | $151.8M | 0.1% | -10.9% |
| EARNEST PARTNERS LLC | Other | 1.3M | $144.1M | 0.6% | -2.2% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 1.2M | $140.3M | 0.0% | -15.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 1.1M | $120.5M | 0.1% | -13.9% |
| MORGAN STANLEY | Bank broker | 1.0M | $113.6M | 0.0% | +23.3% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 979.1K | $110.4M | 0.1% | -11.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 966.7K | $109.0M | 0.0% | +0.6% |
| FIRST TRUST ADVISORS LP | Index provider | 899.4K | $101.4M | 0.1% | +12.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 896.1K | $101.1M | 0.0% | +11.1% |
| NORTHERN TRUST CORP | Index provider | 880.3K | $99.3M | 0.0% | +3.2% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 712.9K | $80.4M | 0.0% | -1.9% |
| GW&K Investment Management, LLC | Other | 701.2K | $79.1M | 0.7% | -2.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 695.3K | $78.4M | 0.0% | +7.0% |
| Global Alpha Capital Management Ltd. ★2 | Fundamental diversified | 659.0K | $74.3M | 4.5% | +4.2% |
| Nuveen, LLC | Diversified mechanical | 656.0K | $74.0M | 0.0% | -17.0% |
| Clearbridge Investments, LLC | Other | 649.6K | $73.3M | 0.1% | +5.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 607.3K | $68.5M | 0.0% | +24.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 552.7K | $62.3M | 0.0% | -0.1% |
| JOHNSON INVESTMENT COUNSEL INC | Other | 482.9K | $54.5M | 0.4% | +33.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 463.1K | $52.2M | 0.0% | — |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 446.4K | $50.3M | 0.1% | -2.8% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC ★2 | Fundamental diversified | 403.9K | $45.6M | 3.8% | +20.0% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Other | 346.4K | $39.1M | 0.9% | +0.2% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 339.7K | $38.3M | 0.0% | -3.8% |
| NFJ INVESTMENT GROUP, LLC | Other | 326.0K | $36.8M | 1.4% | -6.4% |
| FRANKLIN RESOURCES INC | Long only active | 314.1K | $35.4M | 0.0% | -9.4% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 321.9K | $35.4M | 0.0% | -33.0% |
| JPMORGAN CHASE & CO | Bank broker | 310.9K | $34.2M | 0.0% | -15.8% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Other | 294.9K | $33.3M | 0.3% | New |
| UBS Group AG | Bank broker | 292.8K | $33.0M | 0.0% | -17.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 285.3K | $32.2M | 0.0% | +3.5% |
| BESSEMER GROUP INC | Diversified mechanical | 281.2K | $31.7M | 0.0% | +61983.4% |
| T. Rowe Price Investment Management, Inc. | Long only active | 277.1K | $31.2M | 0.0% | -38.0% |
| Invesco Ltd. | Index provider | 274.3K | $30.9M | 0.0% | -3.1% |
| EMERALD ADVISERS, LLC | Other | 267.4K | $30.2M | 1.0% | -2.9% |
| Qube Research & Technologies Ltd | Quant stat arb | 266.7K | $30.1M | 0.0% | +176.0% |
| Fisher Asset Management, LLC | Long only active | 242.4K | $27.3M | 0.0% | -9.1% |
| Stieven Capital Advisors, L.P. ★2 | Fundamental diversified | 228.8K | $25.8M | 5.5% | -0.3% |
| RHUMBLINE ADVISERS | Diversified mechanical | 227.8K | $25.7M | 0.0% | +1.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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