Security key
902788108
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 76,209,051
- Total 13F shares
- 49,131,664
- Share change
- +6,521,665
- Total reported value
- $4,099,339,960
- Put/Call ratio
- 100%
- Price per share
- $83.42
- Number of holders
- 290
- Value change
- +$542,919,119
- Number of buys
- 167
- Number of sells
- 106
Report period
Q2 2024
Institutions
290
Top holders
10
UMBF full security history
Newer quarter: Q3 2024
Previous quarter: Q1 2024
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 |
7.7%
|
5,879,248
|
$511,435,822 | — | 31 Mar 2024 | |
| UMB Bank, n.a. |
13F
|
Company |
6.9%
|
5,241,631
|
$455,969,480 | — | 31 Mar 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.2%
|
4,705,385
|
$409,321,441 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.6%
|
2,734,555
|
$238,973,931 | — | 31 Mar 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
2.6%
|
2,011,976
|
$175,021,793 | — | 31 Mar 2024 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
2.5%
|
1,905,072
|
$165,722,212 | — | 31 Mar 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.5%
|
1,900,063
|
$165,286,480 | — | 31 Mar 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.2%
|
1,641,434
|
$142,788,344 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
2.1%
|
1,589,895
|
$138,304,967 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
1,036,420
|
$90,170,697 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.1%
|
875,642
|
$76,172,095 | — | 31 Mar 2024 | |
| Boston Trust Walden Corp |
13F
|
Company |
0.9%
|
688,222
|
$59,868,432 | — | 31 Mar 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.88%
|
668,652
|
$58,166,940 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.72%
|
551,059
|
$47,936,623 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.7%
|
533,627
|
$46,420,212 | — | 31 Mar 2024 | |
| Global Alpha Capital Management Ltd. |
13F
|
Company |
0.69%
|
525,959
|
$45,753,173 | — | 31 Mar 2024 | |
| NORGES BANK |
13F
|
Company |
0.63%
|
476,498
|
$41,450,561 | — | 31 Mar 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
0.56%
|
427,325
|
$37,173,002 | — | 31 Mar 2024 | |
| BROWN ADVISORY INC |
13F
|
Company |
0.54%
|
411,703
|
$35,814,062 | — | 31 Mar 2024 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.53%
|
407,527
|
$35,450,793 | — | 31 Mar 2024 | |
| ProShare Advisors LLC |
13F
|
Company |
0.49%
|
371,298
|
$32,299,214 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.48%
|
363,879
|
$31,653,847 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.43%
|
327,692
|
$28,506,026 | — | 31 Mar 2024 | |
| FMR LLC |
13F
|
Company |
0.41%
|
312,436
|
$27,178,799 | — | 31 Mar 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.39%
|
297,567
|
$25,885,354 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.38%
|
287,460
|
$25,006,745 | — | 31 Mar 2024 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.31%
|
238,572
|
$20,753,000 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.27%
|
209,328
|
$18,209,444 | — | 31 Mar 2024 | |
| Tributary Capital Management, LLC |
13F
|
Company |
0.26%
|
197,606
|
$17,189,749 | — | 31 Mar 2024 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.26%
|
196,803
|
$16,984,090 | — | 31 Mar 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.25%
|
187,588
|
$16,318,279 | — | 31 Mar 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.22%
|
170,363
|
$14,819,549 | — | 31 Mar 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.21%
|
161,929
|
$14,086,175 | — | 31 Mar 2024 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
0.2%
|
149,284
|
$12,986,215 | — | 31 Mar 2024 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
0.15%
|
116,992
|
$10,177,134 | — | 31 Mar 2024 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
0.15%
|
111,510
|
$9,700,255 | — | 31 Mar 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.15%
|
110,855
|
$9,643,277 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.14%
|
109,983
|
$9,567,421 | — | 31 Mar 2024 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.14%
|
108,867
|
$9,470,313 | — | 31 Mar 2024 | |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.14%
|
107,703
|
$9,369,084 | — | 31 Mar 2024 | |
| Gator Capital Management, LLC |
13F
|
Company |
0.14%
|
102,950
|
$8,955,620 | — | 31 Mar 2024 | |
| CONGRESS ASSET MANAGEMENT CO |
13F
|
Company |
0.13%
|
102,765
|
$8,939,565 | — | 31 Mar 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.13%
|
95,395
|
$8,298,411 | — | 31 Mar 2024 | |
| STRS OHIO |
13F
|
Company |
0.12%
|
93,800
|
$8,159,000 | — | 31 Mar 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.12%
|
93,537
|
$8,136,782 | — | 31 Mar 2024 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.12%
|
92,097
|
$8,011,518 | — | 31 Mar 2024 | |
| Swiss National Bank |
13F
|
Company |
0.12%
|
90,800
|
$7,898,692 | — | 31 Mar 2024 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
0.12%
|
89,800
|
$7,846,139 | — | 31 Mar 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.12%
|
88,422
|
$7,691,829 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.11%
|
86,059
|
$7,486,272 | — | 31 Mar 2024 |
Institutional Holders of UMB FINANCIAL CORP - Common Stock (UMBF) as of Q2 2024
As of 30 Jun 2024,
UMB FINANCIAL CORP - Common Stock (UMBF) was held by
290 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
49,131,664 shares.
The largest 10 holders included
BlackRock Inc., UMB Bank, n.a., VANGUARD GROUP INC, STATE STREET CORP, WELLINGTON MANAGEMENT GROUP LLP, CITADEL ADVISORS LLC, VICTORY CAPITAL MANAGEMENT INC, Allspring Global Investments Holdings, LLC, AMERICAN CENTURY COMPANIES INC, and DIMENSIONAL FUND ADVISORS LP.
This page lists
290
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
269
Q2 2024 holders
290
Holder diff
21
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 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.