Umb Financial Corp (UMBF) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

67,468,367Shares Outstanding

739,650Shares held by institutions

$94,505,081Value of institutional holdings

103.15%Institutional ownership %

3.16%Shares Changed QoQ

385No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Umb Financial Corp (NASDAQ:UMBF) includes 385 filers as of the latest reporting cycle ending December 2025.

The collective stake of institutional investors in Umb Financial moved to 103.2% in December 2025, a shift up from the 102.4% reported for September 2025.
Institutional share ownership changed by 3.16% QoQ, while the number of institutional owners saw an increase of 10.95% YoY.
The latest 13F cycle for Umb Financial reveals that of 385 total investors, 165 funds grew their exposure, whereas 149 reduced theirs and 71 made no changes.
The total number of shares held by institutions in Umb Financial increased to 69.59Mn as of December 2025, a net change of up by 2.13Mn shares quarter on quarter, and up 18.48Mn shares year over year.
BlackRock, Inc.'s holding of 9.12Mn shares as of December 31, 2025 makes it the primary institutional investor in Umb Financial, owning 13.51% of the stock.
Among the most significant buyers of Umb Financial during December 2025 were NORGES BANK (746.57K), UMB Bank, n.a. (493.88K), BALYASNY ASSET MANAGEMENT L.P. (388.25K), FMR LLC (387.93K), CITADEL ADVISORS LLC (361.72K).
Leading sellers of Umb Financial stock in December 2025 included WELLINGTON MANAGEMENT GROUP LLP (508.02K), VICTORY CAPITAL MANAGEMENT INC (118.98K), Allspring Global Investments Holdings, LLC (105.42K), FEDERATED HERMES, INC. (92.72K), Neuberger Berman Group LLC (88.77K).
The top 10 institutional holders of Umb Financial for the quarter ending December 2025 included BlackRock, Inc. (9.12Mn), VANGUARD GROUP INC (7.68Mn), UMB Bank, n.a. (4.81Mn), STATE STREET CORP (4.18Mn), DIMENSIONAL FUND ADVISORS LP (2.85Mn), FMR LLC (2.64Mn), WELLINGTON MANAGEMENT GROUP LLP (2.59Mn), GEODE CAPITAL MANAGEMENT, LLC (1.91Mn), Neuberger Berman Group LLC (1.74Mn), Allspring Global Investments Holdings, LLC (1.65Mn).

385 Institutional Holders

739,650 Total Shares Held

Rows:

Download Data

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
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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	806,423	-38,016	-4.50%	$92,770,856.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	803,251	222,325	38.27%	$92,405,995.00

1 - 20 of 385

Research Tools