Security key
902788108
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 76,209,051
- Total 13F shares
- 42,779,914
- Share change
- -541,152
- Total reported value
- $3,575,489,662
- Put/Call ratio
- 23%
- Price per share
- $83.55
- Number of holders
- 258
- Value change
- -$35,636,474
- Number of buys
- 129
- Number of sells
- 108
Report period
Q4 2023
Institutions
258
Top holders
10
UMBF full security history
Newer quarter: Q1 2024
Previous quarter: Q3 2023
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
7.5%
|
5,712,004
|
$354,429,855 | — | 30 Sep 2023 | |
| UMB Bank, n.a. |
13F
|
Company |
7.3%
|
5,549,542
|
$344,349,081 | — | 30 Sep 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
5.6%
|
4,266,657
|
$264,746,066 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
3.9%
|
2,992,973
|
$186,881,764 | — | 30 Sep 2023 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
3.4%
|
2,586,701
|
$160,504,798 | — | 30 Sep 2023 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
2.4%
|
1,818,361
|
$112,829,300 | — | 30 Sep 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.4%
|
1,817,350
|
$112,766,568 | — | 30 Sep 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
2.3%
|
1,731,904
|
$107,464,643 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.8%
|
1,382,450
|
$85,780,710 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
960,089
|
$59,580,569 | — | 30 Sep 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.2%
|
931,648
|
$57,808,750 | — | 30 Sep 2023 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.9%
|
684,010
|
$42,442,820 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.84%
|
640,608
|
$39,749,727 | — | 30 Sep 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.82%
|
623,104
|
$38,664,535 | — | 30 Sep 2023 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.78%
|
593,768
|
$36,843,304 | — | 30 Sep 2023 | |
| Global Alpha Capital Management Ltd. |
13F
|
Company |
0.74%
|
561,769
|
$34,857,766 | — | 30 Sep 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.67%
|
511,015
|
$31,708,481 | — | 30 Sep 2023 | |
| ProShare Advisors LLC |
13F
|
Company |
0.67%
|
508,181
|
$31,532,631 | — | 30 Sep 2023 | |
| NORGES BANK |
13F
|
Company |
0.6%
|
459,229
|
$28,495,159 | — | 30 Sep 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.59%
|
448,537
|
$27,831,729 | — | 30 Sep 2023 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.56%
|
426,465
|
$26,462,178 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.44%
|
333,855
|
$20,715,770 | — | 30 Sep 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.42%
|
321,104
|
$19,924,503 | — | 30 Sep 2023 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.4%
|
307,832
|
$19,100,976 | — | 30 Sep 2023 | |
| FMR LLC |
13F
|
Company |
0.33%
|
250,025
|
$15,514,042 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.31%
|
232,925
|
$14,452,997 | — | 30 Sep 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.28%
|
215,598
|
$13,377,856 | — | 30 Sep 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.25%
|
194,109
|
$12,044,463 | — | 30 Sep 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.24%
|
184,730
|
$11,462,000 | — | 30 Sep 2023 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.23%
|
173,758
|
$10,781,688 | — | 30 Sep 2023 | |
| Tributary Capital Management, LLC |
13F
|
Company |
0.22%
|
168,821
|
$10,475,345 | — | 30 Sep 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.22%
|
164,383
|
$10,199,943 | — | 30 Sep 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.22%
|
164,191
|
$10,188,052 | — | 30 Sep 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.2%
|
151,122
|
$9,377,120 | — | 30 Sep 2023 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
0.2%
|
149,284
|
$9,185,445 | — | 30 Sep 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.18%
|
137,530
|
$8,533,737 | — | 30 Sep 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.17%
|
129,100
|
$8,011,000 | — | 30 Sep 2023 | |
| Rhino Investment Partners, Inc |
13F
|
Company |
0.17%
|
128,039
|
$7,944,820 | — | 30 Sep 2023 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.16%
|
118,278
|
$7,339,172 | — | 30 Sep 2023 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.15%
|
117,542
|
$7,293,481 | — | 30 Sep 2023 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
0.15%
|
113,637
|
$7,051,176 | — | 30 Sep 2023 | |
| CONGRESS ASSET MANAGEMENT CO |
13F
|
Company |
0.14%
|
109,276
|
$6,780,579 | — | 30 Sep 2023 | |
| BARCLAYS PLC |
13F
|
Company |
0.14%
|
107,711
|
$6,683,468 | — | 30 Sep 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.14%
|
107,574
|
$6,674,967 | — | 30 Sep 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.14%
|
105,881
|
$6,569,916 | — | 30 Sep 2023 | |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.13%
|
101,953
|
$6,326,184 | — | 30 Sep 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.13%
|
101,424
|
$6,293,359 | — | 30 Sep 2023 | |
| Swiss National Bank |
13F
|
Company |
0.13%
|
101,300
|
$6,285,665 | — | 30 Sep 2023 | |
| Gator Capital Management, LLC |
13F
|
Company |
0.13%
|
100,732
|
$6,250,421 | — | 30 Sep 2023 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.13%
|
99,065
|
$6,146,983 | — | 30 Sep 2023 |
Institutional Holders of UMB FINANCIAL CORP - Common Stock (UMBF) as of Q4 2023
As of 31 Dec 2023,
UMB FINANCIAL CORP - Common Stock (UMBF) was held by
258 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
42,779,914 shares.
The largest 10 holders included
BlackRock Inc., UMB Bank, n.a., VANGUARD GROUP INC, STATE STREET CORP, VICTORY CAPITAL MANAGEMENT INC, Allspring Global Investments Holdings, LLC, WELLINGTON MANAGEMENT GROUP LLP, AMERICAN CENTURY COMPANIES INC, DIMENSIONAL FUND ADVISORS LP, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
258
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
241
Q4 2023 holders
258
Holder diff
17
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 2023 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.