Security Snapshot

UMB FINANCIAL CORP - Common Stock (UMBF) Institutional Ownership

CUSIP: 902788108

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

485

Shares (Excl. Options)

72.9MFull value: 72,904,050 · shares · 30 Jun 2026

Price

$142.76

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
+2,920,967
Value change
+$436,448,398
Number of holders
485
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
76,209,051
SEC-reported price per share
$130.39
Insider filing price
$130.39
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • UMBF - UMB FINANCIAL CORP - Common Stock is tracked under CUSIP 902788108.
  • 485 institutions reported positions in Q2 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 453 to 485 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $7.88BFull value: $7,883,269,982 · USD · 31 Mar 2026
    to
    $10.37BFull value: $10,373,326,299 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 485 institutions filings for Q2 2026.

Open SEC evidence

Security key

902788108

13F reference period

Q2 2026

13F holders

485

13D/G owners

2

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
2
Security
UMBF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD PORTFOLIO MANAGEMENT LLC 5.5% $471,039,914 4,176,256 Vanguard Portfolio Management 31 Mar 2026
KEMPER J MARINER 4.8% -7.8% $461,706,654 -$12,223,550 3,660,852 -2.6% J MARINER KEMPER 14 Mar 2025
As of 30 Jun 2026, 485 institutional investors reported holding
72.9MFull value: 72,904,050 · shares · 30 Jun 2026
shares of UMB FINANCIAL CORP - Common Stock (UMBF). This represents 96% of the company’s total
76.21MFull value: 76,209,051 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
68%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 13% 10,215,651 +9.3% 0.02% $1,458,386,407
UMB Bank, n.a. 6.1% 4,674,963 -1% 8.5% $667,397,718
VANGUARD PORTFOLIO MANAGEMENT LLC 5.5% 4,213,123 +1.9% 0.03% $601,465,439
STATE STREET CORP 5.4% 4,133,285 +3.8% 0.02% $591,787,841
VANGUARD CAPITAL MANAGEMENT LLC 4.1% 3,130,338 +0.94% 0.01% $446,887,053
DIMENSIONAL FUND ADVISORS LP 4% 3,030,849 +4.2% 0.08% $432,681,984
FMR LLC 3.5% 2,671,666 +10% 0.02% $381,406,990
GEODE CAPITAL MANAGEMENT, LLC 2.7% 2,064,907 +6% 0.02% $294,834,134
WELLINGTON MANAGEMENT GROUP LLP 2.2% 1,687,247 -38% 0.04% $240,871,381
NEUBERGER BERMAN GROUP LLC 2% 1,562,240 -8.1% 0.15% $223,025,381
ALLIANCEBERNSTEIN L.P. 1.7% 1,300,605 +6.6% 0.05% $146,695,238
EARNEST PARTNERS LLC 1.6% 1,242,430 -2.8% 0.64% $177,369,307
GOLDMAN SACHS GROUP INC 1.6% 1,241,789 +39% 0.02% $177,277,844
Allspring Global Investments Holdings, LLC 1.5% 1,145,958 -16% 0.26% $166,908,783
AMERICAN CENTURY COMPANIES INC 1.4% 1,045,921 -22% 0.07% $149,315,726
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 964,626 -0.22% 0.02% $137,710,007
CITADEL ADVISORS LLC 1.2% 943,290 -12% 0.08% $134,664,081
MORGAN STANLEY 1.2% 939,019 -6.7% 0.01% $134,054,606
NORTHERN TRUST CORP 1.2% 926,889 +5.3% 0.02% $132,322,674
FIRST TRUST ADVISORS LP 1.2% 914,990 +1.7% 0.08% $130,623,973
BANK OF AMERICA CORP /DE/ 1.2% 904,683 +30% 0.01% $129,152,529
VICTORY CAPITAL MANAGEMENT INC 1.2% 900,418 -8% 0.07% $128,543,673
Nuveen, LLC 1% 763,660 +16% 0.03% $109,019,991
NORGES BANK 0.93% 705,322 0.01% $100,691,769
Clearbridge Investments, LLC 0.92% 699,624 +7.7% 0.08% $99,878,389

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 2,754,395 $358,182,473 +$47,585,602 $130.01 158
2026 Q2 72,904,050 $10,373,326,299 +$436,448,398 $142.76 485
2026 Q1 69,852,372 $7,883,269,982 -$142,968,414 $112.79 453
2025 Q4 70,956,312 $8,168,708,319 +$195,023,348 $115.04 411
2025 Q3 69,120,275 $8,182,233,599 +$61,687,293 $118.35 401
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
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