Umb Financial UMBF Institutional Ownership

NASDAQ UMBF

$133.53 -0.99 (-0.74%)

At close: Sep 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

487 Institutions

Increased 263 54.0%

Unchanged 83 17.0%

Reduced 141 29.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

97.18%

▲+5.34 pp QoQ

Shares Held by Institutions

73.83Mn

of 75.97Mn outstanding

▲+7.04% QoQ

Shares Outstanding

75.97Mn

2.14Mn held outside 13F filers

Institutional Investors

487

filed 13F for Jun 2026

▲+33 vs prior quarter

Net Shares Added (QoQ)

+4.86Mn

accumulated since last quarter

Value of Holdings

$9.93Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Umb Financial Corp (NASDAQ:UMBF) has 486 institutional investors that have filed 13F reports for the period ending June 2026.

These investors held 97.2% of outstanding shares in June 2026, up from 91.8% in March 2026.
They increased total shares held in Umb Financial by 7.04% from last quarter, and the number of investors in UMBF increased 17.68% annually.
During the quarter, 263 of these 486 funds increased positions in UMBF, 141 reduced exposure, and 82 held steady.
Altogether, these fund groups held 73.83Mn shares in UMBF by June 2026, up by 4.86Mn shares quarter on quarter, and up 1.57Mn shares year over year.
BlackRock, Inc. holds the largest position in UMBF at 10.22Mn shares as of June 30, 2026, or 13.45% of shares outstanding.
The most significant purchases of UMBF for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (964.63K), BlackRock, Inc. (871.18K), NORGES BANK (705.32K), Junto Capital Management LP (412.75K), Goldman Sachs Group Inc (345.68K).
The biggest sellers of Umb Financial for the quarter ending June 2026 included WELLINGTON MANAGEMENT GROUP LLP (1.02Mn), AMERICAN CENTURY COMPANIES INC (299.92K), Allspring Global Investments Holdings, LLC (211.22K), BESSEMER GROUP INC (203.26K), Neuberger Berman Group LLC (137.4K).
Per Business Quant data, the top 10 holders of Umb Financial for the quarter ending June 2026 are BlackRock, Inc. (10.22Mn), UMB Bank, n.a. (4.67Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.21Mn), State Street Corp (4.13Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.13Mn), DIMENSIONAL FUND ADVISORS LP (3.03Mn), FMR LLC (2.67Mn), GEODE CAPITAL MANAGEMENT, LLC (2.06Mn), WELLINGTON MANAGEMENT GROUP LLP (1.69Mn), Neuberger Berman Group LLC (1.56Mn).

Form 13F Holdings

486 Institutional Holders

Report period 30 Jun, 2026

Total shares held 73.83Mn

Of outstanding 97.18%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	10,215,651	13.45%	▲871,184	+9.32%	$1.46Bn
2	UMB Bank, n.a.	0000933429	4,674,963	6.15%	▼48,610	-1.03%	$667.40Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,213,123	5.55%	▲76,903	+1.86%	$601.47Mn
4	State Street Corp	0000093751	4,133,285	5.44%	▲151,684	+3.81%	$591.79Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,130,338	4.12%	▲29,045	+0.94%	$446.89Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	3,030,849	3.99%	▲120,917	+4.16%	$432.68Mn
7	FMR LLC	0000315066	2,671,666	3.52%	▲249,231	+10.29%	$381.41Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,064,907	2.72%	▲117,461	+6.03%	$294.83Mn
9	WELLINGTON MANAGEMENT GROUP LLP	0000902219	1,687,247	2.22%	▼1,019,877	-37.67%	$240.87Mn
10	Neuberger Berman Group LLC	0001465109	1,562,240	2.06%	▼137,399	-8.08%	$223.03Mn
11	ALLIANCEBERNSTEIN L.P.	0001109448	1,300,605	1.71%	▲80,627	+6.61%	$146.70Mn
12	EARNEST PARTNERS LLC	0001102578	1,242,430	1.64%	▼35,459	-2.77%	$177.37Mn
13	Goldman Sachs Group Inc	0000886982	1,241,789	1.63%	▲345,685	+38.58%	$177.28Mn
14	Allspring Global Investments Holdings, LLC	0001890906	1,145,958	1.51%	▼211,219	-15.56%	$166.91Mn
15	AMERICAN CENTURY COMPANIES INC	0000748054	1,045,921	1.38%	▼299,923	-22.29%	$149.32Mn
16	Sixth Street Partners Management Company, L.P.	0001812095	964,626	1.27%	▲964,626	0.00%	$137.71Mn
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	964,626	1.27%	▼2,118	-0.22%	$137.71Mn
17	CITADEL ADVISORS LLC	0001423053	943,290	1.24%	▼125,292	-11.73%	$134.66Mn
18	Morgan Stanley	0000895421	939,019	1.24%	▼67,899	-6.74%	$134.05Mn
19	Northern Trust Corp	0000073124	926,889	1.22%	▲46,544	+5.29%	$132.32Mn

Showing 1 to 20 of 486 holders