Security key
902788108
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 76,209,051
- Total 13F shares
- 30,376,792
- Share change
- +517,951
- Total reported value
- $1,965,310,342
- Price per share
- $64.70
- Number of holders
- 155
- Value change
- +$33,708,505
- Number of buys
- 57
- Number of sells
- 74
Report period
Q1 2014
Institutions
155
Top holders
10
UMBF full security history
Newer quarter: Q2 2014
Previous quarter: Q4 2013
UMB FINANCIAL CORP SEC filings
UMB FINANCIAL CORP company facts
Broader feeds
Reporting periods
Holder history for CUSIP 902788108
Recent filing periods:
Top shareholders of UMBF - UMB FINANCIAL CORP - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
3.6%
|
2,731,258
|
$175,565,000 | — | 31 Dec 2013 | |
| Bank of New York Mellon Corp |
13F
|
Company |
3%
|
2,275,044
|
$146,238,000 | — | 31 Dec 2013 | |
| BlackRock Fund Advisors |
13F
|
Company |
2.7%
|
2,094,007
|
$134,603,000 | — | 31 Dec 2013 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
2.1%
|
1,625,955
|
$104,516,000 | — | 31 Dec 2013 | |
| STATE STREET CORP |
13F
|
Company |
1.8%
|
1,350,713
|
$86,821,000 | — | 31 Dec 2013 | |
| WADDELL & REED FINANCIAL INC |
13F
|
Company |
1.8%
|
1,336,446
|
$85,907,000 | — | 31 Dec 2013 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.6%
|
1,229,831
|
$79,054,000 | — | 31 Dec 2013 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
987,319
|
$63,465,000 | — | 31 Dec 2013 | |
| FMR LLC |
13F
|
Company |
1.3%
|
973,192
|
$62,557,000 | — | 31 Dec 2013 | |
| KEELEY ASSET MANAGEMENT CORP |
13F
|
Company |
1.3%
|
973,015
|
$62,545,000 | — | 31 Dec 2013 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
1.2%
|
952,379
|
$61,219,000 | — | 31 Dec 2013 | |
| SUNTRUST BANKS INC |
13F
|
Company |
1.2%
|
908,265
|
$58,381,000 | — | 31 Dec 2013 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
1.1%
|
846,322
|
$54,576,000 | — | 31 Dec 2013 | |
| Invesco Ltd. |
13F
|
Company |
1.1%
|
820,627
|
$52,750,000 | — | 31 Dec 2013 | |
| Boston Trust Walden Corp |
13F
|
Company |
1.1%
|
808,734
|
$51,985,000 | — | 31 Dec 2013 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.95%
|
726,700
|
$46,712,000 | — | 31 Dec 2013 | |
| Forest Hill Capital, LLC |
13F
|
Company |
0.88%
|
672,411
|
$43,223,000 | — | 31 Dec 2013 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.87%
|
664,961
|
$42,744,000 | — | 31 Dec 2013 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.71%
|
544,857
|
$35,023,000 | — | 31 Dec 2013 | |
| CRAMER ROSENTHAL MCGLYNN LLC |
13F
|
Company |
0.57%
|
437,225
|
$28,105,000 | — | 31 Dec 2013 | |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION |
13F
|
Company |
0.57%
|
432,680
|
$27,813,000 | — | 31 Dec 2013 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
0.52%
|
399,649
|
$25,689,000 | — | 31 Dec 2013 | |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
|
Company |
0.43%
|
331,462
|
$21,306,000 | — | 31 Dec 2013 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.42%
|
322,492
|
$20,728,000 | — | 31 Dec 2013 | |
| NORGES BANK |
13F
|
Company |
0.37%
|
281,727
|
$18,109,000 | — | 31 Dec 2013 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
0.32%
|
243,886
|
$15,677,000 | — | 31 Dec 2013 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.32%
|
241,168
|
$15,502,000 | — | 31 Dec 2013 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.3%
|
228,927
|
$14,715,000 | — | 31 Dec 2013 | |
| CHARTWELL INVESTMENT PARTNERS/PA |
13F
|
Company |
0.29%
|
223,111
|
$14,342,000 | — | 31 Dec 2013 | |
| UMB Bank, n.a. |
13F
|
Company |
0.28%
|
217,083
|
$139,541,000 | — | 31 Dec 2013 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.26%
|
201,886
|
$12,977,000 | — | 31 Dec 2013 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.26%
|
200,936
|
$12,916,000 | — | 31 Dec 2013 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
0.26%
|
194,675
|
$12,514,000 | — | 31 Dec 2013 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.2%
|
149,056
|
$9,582,000 | — | 31 Dec 2013 | |
| RUSSELL FRANK CO/ |
13F
|
Company |
0.19%
|
148,337
|
$8,810,000 | — | 31 Dec 2013 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.19%
|
148,182
|
$9,525,000 | — | 31 Dec 2013 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.18%
|
140,277
|
$9,017,000 | — | 31 Dec 2013 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.18%
|
135,177
|
$8,689,000 | — | 31 Dec 2013 | |
| MANAGED ACCOUNT ADVISORS LLC |
13F
|
Company |
0.16%
|
125,373
|
$8,059,000 | — | 31 Dec 2013 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.16%
|
125,365
|
$8,059,000 | — | 31 Dec 2013 | |
| FINANCIAL COUNSELORS INC |
13F
|
Company |
0.15%
|
117,510
|
$7,554,000 | — | 31 Dec 2013 | |
| FIRST NATIONAL BANK OF OMAHA |
13F
|
Company |
0.14%
|
103,486
|
$6,652,000 | — | 31 Dec 2013 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.13%
|
97,658
|
$6,277,000 | — | 31 Dec 2013 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.12%
|
91,262
|
$5,866,000 | — | 31 Dec 2013 | |
| York State Teachers Retirement System New |
13F
|
Individual |
0.11%
|
86,749
|
$5,576,000 | — | 31 Dec 2013 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.11%
|
85,620
|
$5,504,000 | — | 31 Dec 2013 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.1%
|
79,260
|
$5,095,000 | — | 31 Dec 2013 | |
| MORGAN STANLEY |
13F
|
Company |
0.09%
|
70,638
|
$4,540,000 | — | 31 Dec 2013 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.09%
|
68,719
|
$4,417,000 | — | 31 Dec 2013 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.09%
|
66,737
|
$4,290,000 | — | 31 Dec 2013 |
Institutional Holders of UMB FINANCIAL CORP - Common Stock (UMBF) as of Q1 2014
As of 31 Mar 2014,
UMB FINANCIAL CORP - Common Stock (UMBF) was held by
155 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
30,376,792 shares.
The largest 10 holders included
VANGUARD GROUP INC, Bank of New York Mellon Corp, BlackRock Fund Advisors, State Street Corp, Champlain Investment Partners, LLC, WADDELL & REED FINANCIAL INC, GOLDMAN SACHS GROUP INC, SUNTRUST BANKS INC, FMR LLC, and KEELEY ASSET MANAGEMENT CORP.
This page lists
155
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2014 vs Q4 2013 Across Filers
Q4 2013 holders
164
Q1 2014 holders
155
Holder diff
-9
| Investor | Q4 2013 Shares | Q1 2014 Shares | Share Diff | Share Chg % | Q4 2013 Value $ | Q1 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.