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 427 institutions that hold shares in the stock, with a total of 64.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
503,692
shares
|
$54.6 Million
0.05% of portfolio
|
Q3 2025
Added 34.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
460,066
shares
|
$49.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
427,586
shares
|
$46.4 Million
0.01% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
378,861
shares
|
$41.1 Million
0.01% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
365,703
shares
|
$39.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
357,720
shares
|
$38.8 Million
1.51% of portfolio
|
Q3 2025
Added 1273.94%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 13, 2025 Q3 2025 |
346,363
shares
|
$37.5 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Neumeier Poma Investment Counsel LLC
|
Nov 12, 2025 Q3 2025 |
338,052
shares
|
$36.6 Million
3.45% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Pro Share Advisors LLC
|
Nov 05, 2025 Q3 2025 |
335,956
shares
|
$36.4 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
319,912
shares
|
$34.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
316,938
shares
|
$34.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
286,681
shares
|
$31.1 Million
0.01% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
277,797
shares
|
$30.1 Million
0.01% of portfolio
|
Q3 2025
Added 29.88%
|
|
|
Tributary Capital Management, LLC
|
Oct 23, 2025 Q3 2025 |
277,754
shares
|
$30.1 Million
1.56% of portfolio
|
Q3 2025
Added 82.94%
|
|
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
Nov 14, 2025 Q3 2025 |
265,932
shares
|
$28.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 33.52%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
259,547
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 46.73%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
253,708
shares
|
$27.5 Million
0.06% of portfolio
|
Q3 2025
Added 69.67%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
252,922
shares
|
$27.4 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
249,126
shares
|
$27 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
247,893
shares
|
$26.9 Million
0.0% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
247,558
shares
|
$26.8 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
240,794
shares
|
$26.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
230,089
shares
|
$24.9 Million
5.4% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
209,563
shares
|
$22.7 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
199,474
shares
|
$21.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.02%
|
|