Institutional Ownership Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,973,310
shares
|
$547 Million
0.01% of portfolio
|
Q2 2024
Added 1.6%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
4,762,481
shares
|
$436 Million
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,397,386
shares
|
$402 Million
7.44% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,129,526
shares
|
$286 Million
0.01% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
2,021,581
shares
|
$185 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
1,907,422
shares
|
$175 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
1,738,795
shares
|
$159 Million
0.33% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,515,007
shares
|
$139 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
1,448,194
shares
|
$133 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
1,112,460
shares
|
$102 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,011,474
shares
|
$92.6 Million
0.02% of portfolio
|
Q4 2024
Added 74.38%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
805,190
shares
|
$73.7 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
777,308
shares
|
$71.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
650,172
shares
|
$59.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
637,072
shares
|
$58.3 Million
0.01% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
563,762
shares
|
$51.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
463,546
shares
|
$42.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
461,031
shares
|
$42.2 Million
0.15% of portfolio
|
Q4 2024
Added 17.49%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
449,987
shares
|
$41.2 Million
0.04% of portfolio
|
Q4 2024
Added 12636.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
429,919
shares
|
$39.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.9%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
427,586
shares
|
$39.1 Million
0.01% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
427,390
shares
|
$39.1 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Global Alpha Capital Management Ltd.
|
Feb 07, 2025 Q4 2024 |
422,023
shares
|
$38.6 Million
3.44% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
418,228
shares
|
$38.3 Million
0.4% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
415,607
shares
|
$38 Million
0.0% of portfolio
|
Q4 2024
Added 31.03%
|