Umb Financial UMBF Institutional Ownership

NASDAQ UMBF

$129.65 -1.45 (-1.11%)

At close: Oct 19, 2026 · 4:00 PM EDT

Institutions by Trading Activity

481 Institutions

Increased 259 53.8%

Unchanged 82 17.0%

Reduced 140 29.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

95.86%

▲+4.07 pp QoQ

Shares Held by Institutions

72.83Mn

of 75.97Mn outstanding

▲+4.35% QoQ

Shares Outstanding

75.97Mn

3.14Mn held outside 13F filers

Institutional Investors

481

filed 13F for Jun 2026

▲+31 vs prior quarter

Net Shares Added (QoQ)

+3.03Mn

accumulated since last quarter

Value of Holdings

$9.60Bn

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

Updated Oct 11, 2026

Umb Financial Corp (NASDAQ:UMBF) appeared in the 13F filings of 481 institutional investors for the quarter ended June 30, 2026.

Their combined stake equaled 95.86% of outstanding shares in Q2 2026, up from 91.80% in Q1 2026.
Total holdings of UMBF shares rose 4.35% from Q1 2026, and the holder count rose 17.89% from Q2 2025.
Of these 481 holders, 259 added to their positions, 140 reduced their stakes and 82 left their positions unchanged.
The aggregate institutional position in Umb Financial was 72.83Mn shares at the end of Q2 2026, up 3.03Mn from the prior quarter and up 7.07Mn from a year earlier.
As of June 30, 2026, the biggest holder of Umb Financial was BlackRock, Inc. with 10.22Mn shares, or 13.45% of shares outstanding.
The largest position increases in UMBF for Q2 2026 were by BlackRock, Inc. (+871.18K shares), Goldman Sachs Group Inc (+345.69K shares), FMR LLC (+249.23K shares), Congress Asset Management Co (+245.3K shares) and Holocene Advisors, LP (+216.41K shares).
The largest position reductions in UMBF for Q2 2026 were by Wellington Management Group LLP (-1.02Mn shares), American Century Companies Inc (-299.92K shares), Allspring Global Investments Holdings, LLC (-211.22K shares), Bessemer Group Inc (-203.26K shares) and Neuberger Berman Group LLC (-137.4K shares).
Business Quant data shows the 10 biggest positions in Umb Financial as of Q2 2026 were held by BlackRock, Inc. (10.22Mn shares), UMB Bank, N.A. (4.67Mn shares), Vanguard Portfolio Management LLC (4.21Mn shares), State Street Corp (4.13Mn shares), Vanguard Capital Management LLC (3.13Mn shares), Dimensional Fund Advisors LP (3.03Mn shares), FMR LLC (2.67Mn shares), Geode Capital Management, LLC (2.06Mn shares), Wellington Management Group LLP (1.69Mn shares) and Neuberger Berman Group LLC (1.56Mn shares).

Form 13F Holdings

482 Institutional Holders

Report period 30 Jun, 2026

Total shares held 72.83Mn

Of outstanding 95.86%

#	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	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
20	FIRST TRUST ADVISORS LP	0001125816	914,990	1.20%	▲15,590	+1.73%	$130.62Mn

Showing 1 to 20 of 482 holders