UMB FINANCIAL CORP - Common Stock (UMBF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UMBF on Nasdaq
Shares outstanding
72,673,578
Price per share
$115.04
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
69,265,168
Total reported value
$8,199,381,690
% of total 13F portfolios
0.01%
Share change
+448,969
Value change
+$75,314,382
Number of holders
399
Price from insider filings
$115.04
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UMB FINANCIAL CORP - Common Stock (UMBF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD GROUP INC 10% $717,290,974 7,332,764 The Vanguard Group 31 Mar 2025
KEMPER J MARINER 5.2% $367,585,257 3,757,772 J. Mariner Kemper 31 Jan 2025

As of 30 Sep 2025, 399 institutional investors reported holding 69,265,168 shares of UMB FINANCIAL CORP - Common Stock (UMBF). This represents 95% of the company’s total 72,673,578 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UMB FINANCIAL CORP - Common Stock (UMBF) together control 73% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 9,038,629 -0.5% 0.02% $1,069,721,779
VANGUARD GROUP INC 11% 7,768,829 -1.2% 0.01% $919,440,913
UMB Bank, n.a. 5.9% 4,315,949 -0.86% 7.5% $510,792,565
STATE STREET CORP 5.8% 4,233,653 -1.5% 0.02% $502,737,226
WELLINGTON MANAGEMENT GROUP LLP 4.3% 3,098,798 +32% 0.06% $366,742,743
DIMENSIONAL FUND ADVISORS LP 3.9% 2,832,827 +3.4% 0.07% $335,264,183
FMR LLC 3.1% 2,247,578 +1.2% 0.01% $266,000,852
GEODE CAPITAL MANAGEMENT, LLC 2.6% 1,874,900 +1.6% 0.01% $221,922,872
NEUBERGER BERMAN GROUP LLC 2.5% 1,832,674 +33% 0.16% $216,896,971
Allspring Global Investments Holdings, LLC 2.4% 1,755,496 -11% 0.33% $207,675,177
AMERICAN CENTURY COMPANIES INC 2.2% 1,594,380 -20% 0.1% $188,694,897
ALLIANCEBERNSTEIN L.P. 2% 1,455,157 -2.2% 0.05% $172,217,831
EARNEST PARTNERS LLC 1.9% 1,371,653 -4% 0.7% $162,335,133
VICTORY CAPITAL MANAGEMENT INC 1.7% 1,222,063 -2% 0.09% $144,631,157
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 974,499 +21% 0.02% $115,331,957
NORTHERN TRUST CORP 1.3% 929,156 -0.41% 0.01% $109,965,613
CITADEL ADVISORS LLC 1.2% 879,447 -21% 0.08% $104,082,553
GOLDMAN SACHS GROUP INC 1.2% 844,439 -4% 0.01% $99,939,298
PRINCIPAL FINANCIAL GROUP INC 1% 751,277 -3.3% 0.04% $88,913,634
GW&K Investment Management, LLC 1% 742,958 +20% 0.78% $87,930,000
Nuveen, LLC 1% 728,296 +18% 0.02% $86,193,831
MORGAN STANLEY 1% 725,693 +31% 0.01% $85,886,078
BANK OF AMERICA CORP /DE/ 0.98% 713,657 -5.6% 0.01% $84,461,270
Global Alpha Capital Management Ltd. 0.89% 643,844 -0.12% 4.4% $76,198,937
Clearbridge Investments, LLC 0.83% 604,890 +63% 0.05% $71,588,765

Institutional Holders of UMB FINANCIAL CORP - Common Stock (UMBF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,261,077 $262,608,271 -$12,518,734 $115.04 39
2025 Q3 69,265,168 $8,199,381,690 +$75,314,382 $118.35 399
2025 Q2 68,806,994 $7,243,829,528 +$272,477,257 $105.16 404
2025 Q1 66,306,426 $6,703,085,317 +$1,511,205,674 $101.10 407
2024 Q4 51,125,269 $5,769,313,838 +$65,678,269 $112.86 350
2024 Q3 49,996,633 $5,256,609,128 +$113,132,832 $105.11 322
2024 Q2 49,131,664 $4,099,339,960 +$542,919,119 $83.42 290
2024 Q1 42,464,386 $3,695,202,402 -$20,310,360 $86.99 269
2023 Q4 42,779,914 $3,575,489,662 -$35,636,474 $83.55 258
2023 Q3 43,299,638 $2,687,845,766 -$107,283,250 $62.05 241
2023 Q2 45,010,504 $2,743,155,719 +$155,499,262 $60.90 223
2023 Q1 42,563,161 $2,458,416,961 -$57,893,587 $57.72 255
2022 Q4 42,864,322 $3,582,863,662 -$7,507,396 $83.52 264
2022 Q3 42,840,319 $3,612,527,705 -$6,410,851 $84.29 266
2022 Q2 42,952,603 $3,699,623,884 +$36,878,060 $86.10 252
2022 Q1 42,596,377 $4,139,967,118 +$40,974,990 $97.16 244
2021 Q4 42,269,053 $4,485,313,977 -$55,053,044 $106.11 252
2021 Q3 41,050,094 $3,969,677,527 -$40,061,455 $96.71 235
2021 Q2 41,465,506 $3,859,316,024 +$43,831,859 $93.06 230
2021 Q1 41,007,264 $3,786,904,943 +$41,351,575 $92.33 227
2020 Q4 40,652,495 $2,805,409,857 -$7,865,980 $68.99 227
2020 Q3 40,798,523 $2,013,043,682 -$12,956,119 $49.01 214
2020 Q2 41,070,820 $2,116,919,541 -$4,360,231 $51.55 216
2020 Q1 41,253,892 $1,913,840,122 -$50,765,629 $46.38 206
2019 Q4 42,192,468 $2,896,632,817 -$22,373,539 $68.64 228
2019 Q3 42,495,213 $2,744,989,967 -$311,186 $64.58 229
2019 Q2 42,503,764 $2,797,539,021 -$36,524,847 $65.82 238
2019 Q1 43,351,821 $2,777,896,170 -$80,687,502 $64.04 204
2018 Q4 44,633,441 $2,722,733,809 +$18,840,737 $60.97 216
2018 Q3 44,281,681 $3,139,321,062 -$15,293,471 $70.90 203
2018 Q2 44,469,865 $3,389,995,989 +$83,877,784 $76.23 215
2018 Q1 43,443,198 $3,143,876,039 +$47,513,498 $72.39 224
2017 Q4 42,677,488 $3,070,532,127 +$14,544,793 $71.92 206
2017 Q3 41,707,855 $3,107,087,333 +$7,736,789 $74.49 191
2017 Q2 41,615,175 $3,115,208,553 +$25,259,904 $74.86 206
2017 Q1 41,277,108 $3,108,571,273 +$402,300,348 $75.31 219
2016 Q4 40,644,490 $3,134,687,696 -$102,800,331 $77.12 221
2016 Q3 41,908,863 $2,451,777,215 +$57,915,107 $59.45 174
2016 Q2 42,044,831 $2,237,671,447 +$38,400,583 $53.21 172
2016 Q1 41,361,550 $2,135,366,114 +$166,607,339 $51.63 162
2015 Q4 38,704,233 $1,801,843,447 -$14,146,866 $46.55 168
2015 Q3 38,980,774 $1,980,801,931 +$85,281,135 $50.81 165
2015 Q2 37,314,621 $2,127,171,152 +$24,964,383 $57.02 168
2015 Q1 36,836,481 $1,947,981,504 +$14,368,456 $52.89 169
2014 Q4 30,846,940 $1,754,497,974 -$3,004,425 $56.89 168
2014 Q3 30,873,545 $1,684,161,470 -$14,462,334 $54.55 166
2014 Q2 31,137,252 $1,973,242,556 -$13,064,053 $63.39 161
2014 Q1 30,376,792 $1,965,310,342 +$33,708,505 $64.70 155