Umb Financial Corp (UMBF) Institutional Ownership

Ownership Summary

A total of 398 institutions have reported a stake in Umb Financial Corp (NASDAQ:UMBF) as of September 2025, according to recent 13F filings with the SEC.

• The collective stake of institutional investors in Umb Financial moved to 90.4% in September 2025, a shift down from the 119.5% reported for June 2025.
• In percentage terms, this reflects as a holdings change of -1.81% quarter on quarter, and an increase of 23.60% year over year.
• A review of institutional activity for Umb Financial shows 210 of 398 filers increasing their positions, while 117 reduced their stake, and 71 remained unchanged.
• The total number of shares held by institutions in Umb Financial decreased to 69.08Mn as of September 2025, a net change of down by 1.27Mn shares quarter on quarter, and up 19.35Mn shares year over year.
• BlackRock, Inc.'s holding of 9.04Mn shares as of September 30, 2025 makes it the primary institutional investor in Umb Financial, owning 11.83% of the stock.
• Among the most significant buyers of Umb Financial during September 2025 were CITADEL ADVISORS LLC (879.45K), WELLINGTON MANAGEMENT GROUP LLP (751.52K), Neuberger Berman Group LLC (451.54K), NFJ INVESTMENT GROUP, LLC (331.68K), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (249.13K).
• Leading sellers of Umb Financial stock in September 2025 included UMB Bank, n.a. (4.43Mn), AMERICAN CENTURY COMPANIES INC (390.69K), Invesco Ltd. (227.69K), Allspring Global Investments Holdings, LLC (220.53K), RENAISSANCE TECHNOLOGIES LLC (148.00K).
• The top 10 institutional holders of Umb Financial for the quarter ending September 2025 included BlackRock, Inc. (9.04Mn), VANGUARD GROUP INC (7.77Mn), UMB Bank, n.a. (4.32Mn), STATE STREET CORP (4.23Mn), WELLINGTON MANAGEMENT GROUP LLP (3.10Mn), DIMENSIONAL FUND ADVISORS LP (2.83Mn), FMR LLC (2.25Mn), GEODE CAPITAL MANAGEMENT, LLC (1.87Mn), Neuberger Berman Group LLC (1.83Mn), Allspring Global Investments Holdings, LLC (1.76Mn).