Purchases and Sales Made in Q3 2025 in Umb Financial Corp (UMBF)
This table provides information about the institutional ownership of Umb Financial Corp (UMBF) during Q3 2025. The information is specifically focused on institutions that hold shares of UMB FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
752K+ 32.02% |
$80.3M - $94.4M
|
3.1M
$336M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
452K+ 32.69% |
$48.2M - $56.7M
|
1.83M
$199M
|
|
|
Nov 13, 2025
Q3 2025
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
332K+ 1273.94% |
$35.4M - $41.7M
|
358K
$38.8M
|
|
|
Nov 12, 2025
Q3 2025
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
249KNew |
$26.6M - $31.3M
|
249K
$27M
|
|
|
Nov 14, 2025
Q3 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
248KNew |
$26.4M - $31.1M
|
248K
$26.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
234K+ 63.07% |
$25M - $29.4M
|
605K
$65.6M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
188KNew |
$20.1M - $23.6M
|
188K
$20.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
184KNew |
$19.6M - $23.1M
|
184K
$19.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
183KNew |
$19.5M - $23M
|
183K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
178K+ 44.28% |
$19M - $22.4M
|
581K
$63M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
172K+ 31.04% |
$18.4M - $21.6M
|
726K
$78.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
169K+ 20.99% |
$18.1M - $21.2M
|
974K
$106M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
128K+ 34.04% |
$13.7M - $16.1M
|
504K
$54.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Tributary Capital Management, LLC
|
BUY
|
- |
126K+ 82.94% |
$13.5M - $15.8M
|
278K
$30.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
124K+ 19.98% |
$13.2M - $15.5M
|
743K
$80.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
110K+ 17.86% |
$11.8M - $13.9M
|
728K
$78.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
104K+ 69.67% |
$11.1M - $13.1M
|
254K
$27.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
94.5K+ 3.45% |
$10.1M - $11.9M
|
2.83M
$307M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
63.9K+ 29.88% |
$6.83M - $8.03M
|
278K
$30.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
52.5K+ 267.4% |
$5.61M - $6.59M
|
72.1K
$7.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
41.9K+ 12.45% |
$4.48M - $5.27M
|
379K
$41.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
29.7K+ 153.0% |
$3.18M - $3.73M
|
49.1K
$5.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
28.6K+ 1.55% |
$3.06M - $3.6M
|
1.87M
$203M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
27.2KNew |
$2.9M - $3.41M
|
27.2K
$2.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
26.5KNew |
$2.84M - $3.33M
|
26.5K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
26.4KNew |
$2.82M - $3.32M
|
26.4K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
25.9K+ 8.28% |
$2.76M - $3.25M
|
338K
$36.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
25.1KNew |
$2.68M - $3.16M
|
25.1K
$2.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.7K+ 72.28% |
$2.53M - $2.97M
|
56.4K
$6.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.2K+ 218.38% |
$2.48M - $2.91M
|
33.8K
$3.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
21.5K+ 10.31% |
$2.3M - $2.7M
|
230K
$24.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.2K+ 281.75% |
$2.06M - $2.42M
|
26.1K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.6K+ 34.46% |
$1.98M - $2.33M
|
72.5K
$7.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1KNew |
$1.93M - $2.27M
|
18.1K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.2K+ 57.75% |
$1.84M - $2.16M
|
46.9K
$5.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16K+ 23.07% |
$1.71M - $2.01M
|
85.4K
$9.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
15.2K+ 75.99% |
$1.62M - $1.91M
|
35.2K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
13.2K+ 5.6% |
$1.4M - $1.65M
|
248K
$26.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12.6K+ 697.96% |
$1.35M - $1.59M
|
14.5K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
12.4KNew |
$1.32M - $1.55M
|
12.4K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.6KNew |
$1.24M - $1.46M
|
11.6K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
11.6K+ 10.73% |
$1.24M - $1.46M
|
120K
$13M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
8.64K+ 42.3% |
$923K - $1.09M
|
29.1K
$3.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
8.44KNew |
$902K - $1.06M
|
8.44K
$915K
|
|
|
Nov 14, 2025
Q3 2025
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
7.58KNew |
$810K - $952K
|
7.58K
$822K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
7.56K+ 103.83% |
$807K - $949K
|
14.8K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.45K+ 10.37% |
$796K - $936K
|
79.3K
$8.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.4K+ 4.25% |
$791K - $929K
|
182K
$19.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
7.32K+ 354.06% |
$782K - $920K
|
9.39K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7.02KNew |
$750K - $881K
|
7.02K
$761K
|
|