Umb Financial Corp (UMBF) Institutional Ownership

Institutions by Trading Activity

76,366,818Shares Outstanding

71,355,524Shares held by institutions

$8,208,739,481Value of institutional holdings

93.44%Institutional ownership %

2.25%Shares Changed QoQ

401No. of institutional investors

Umb Financial Corp (NASDAQ:UMBF) has 401 institutional investors with active 13F positions as of December 2025.

These investors collectively held 92.4% of Umb Financial's outstanding shares in December 2025, up from 92.2% in September 2025.
Their total shares held in UMBF increased 1.68% from the prior quarter, while the number of investors in Umb Financial increased 15.23% year over year.
Among the 401 funds, 174 bought more Umb Financial shares, 156 sold down, and 71 held their ground.
The aggregate institutional position in Umb Financial amounted to 70.54Mn shares as of December 2025, up by 1.16Mn shares quarter on quarter, and up 18.42Mn shares year over year.
As of December 31, 2025, the biggest holder of Umb Financial is Hilltop National Bank at 920 shares, representing 0.0% of shares outstanding.
The most significant purchases of UMBF for the quarter ending December 2025 came from Hilltop National Bank (38).
According to Business Quant data, leading holders of UMBF for December 2025 are Hilltop National Bank (920), Ares Financial Consulting, LLC (21).

71,355,524 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	9,116,360	77,731	0.86%	$1,048,746,108.00
VANGUARD GROUP INC	31 Dec, 2025	7,684,774	-84,055	-1.08%	$884,056,401.00
UMB Bank, n.a.	31 Dec, 2025	4,809,824	493,875	11.44%	$553,322,153.00
State Street Corp	31 Dec, 2025	4,182,520	-51,133	-1.21%	$482,907,334.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,854,927	22,100	0.78%	$328,439,228.00
FMR LLC	31 Dec, 2025	2,635,503	387,925	17.26%	$303,188,302.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	2,590,780	-508,018	-16.39%	$298,043,332.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,907,978	33,078	1.76%	$219,529,420.00
Neuberger Berman Group LLC	31 Dec, 2025	1,743,903	-88,771	-4.84%	$200,618,619.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	1,650,076	-105,420	-6.01%	$192,200,853.00
Goldman Sachs Group Inc	31 Dec, 2025	1,612,846	768,407	91.00%	$185,541,712.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	1,511,248	-83,132	-5.21%	$173,853,997.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	1,442,873	-12,284	-0.84%	$165,988,110.00
EARNEST PARTNERS LLC	31 Dec, 2025	1,306,642	-65,011	-4.74%	$150,316,096.00
CITADEL ADVISORS LLC	31 Dec, 2025	1,241,165	361,718	41.13%	$142,783,622.00
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	1,103,086	-118,977	-9.74%	$126,899,014.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	960,831	-13,668	-1.40%	$110,533,998.00
Northern Trust Corp	31 Dec, 2025	853,298	-75,858	-8.16%	$98,163,401.00
Morgan Stanley	31 Dec, 2025	816,382	90,689	12.50%	$93,916,720.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	803,251	222,325	38.27%	$92,405,995.00

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