SEC ownership of UMB FINANCIAL CORP

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000101382.

Comparable stake leader

VANGUARD PORTFOLIO MANAGEMENT LLC

Disclosed value leader

BlackRock, Inc.

Comparable rows

2/50

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
2 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
VANGUARD PORTFOLIO MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000101382
Issuer location
Kansas City, MO

Ownership snapshot

Top shareholders of UMB FINANCIAL CORP (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
VANGUARD PORTFOLIO MANAGE...
Disclosed value leader
BlackRock, Inc.
Comparable rows
2/50
Latest evidence
30 Jun 2026
13F 13D/G 3/4/5 Lead comparable stake: 5.5% 48 rows are not safely comparable across share classes. 13D/G row: VANGUARD PORTFOLIO MANAGEMENT LLC Showing 1-8 of 50 holder rows.

Quick read

VANGUARD PORTFOLIO MANAGEMENT LLC leads the comparable SEC ownership view at 5.5%.

2 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens VANGUARD PORTFOLIO MANAGEMENT LLC's linked filing trail.
Comparable ownership Top 2
VANGUARD PORTFOLIO MANAGEMENT LLC 5.5%
J. Mariner Kemper 4.8%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD PORTFOLIO MANAGEMENT LLC
13F 13D/G
Company · Vanguard Portfolio Management
5.5%
Reported 13D/G · 31 Mar 2026
$601,465,439
4,213,123 shares
— 30 Jun 2026
J. Mariner Kemper
13D/G 3/4/5
Chairman and CEO, Director
4.8%
Reported 13D/G · 14 Mar 2025
$461,706,654
3,660,852 shares
-$12,223,550 14 Mar 2025
BlackRock, Inc.
13F
Company
13F
—
denominator unverified
$1,458,386,407
10,215,651 shares
— 30 Jun 2026
UMB Bank, n.a.
13F
Company
13F
—
denominator unverified
$667,397,718
4,674,963 shares
— 30 Jun 2026
STATE STREET CORP
13F
Company
13F
—
denominator unverified
$591,787,841
4,133,285 shares
— 30 Jun 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
—
denominator unverified
$446,887,053
3,130,338 shares
— 30 Jun 2026
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
—
denominator unverified
$432,681,984
3,030,849 shares
— 30 Jun 2026
FMR LLC
13F
Company
13F
—
denominator unverified
$381,406,990
2,671,666 shares
— 30 Jun 2026
How to read this table

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.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$11,310,696.

Buys
$250,334
Insiders: 2
Sells
$11,561,029
Insiders: 11
Net
-$11,310,696
Shares: -83,903
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 1,834 Shares: 85,737
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 1,460 8,083 $202,521 $1,220,165 -$1,017,644
3-6 0 39,238 $0 $5,655,923 -$5,655,923
6-9 0 0 $0 $0 $0
9-12 374 38,416 $47,813 $4,684,941 -$4,637,129

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 34 reporting-owner rows connected to UMB FINANCIAL CORP. Open a relationship link for the CIK-to-CIK filing trail.

Rows
34
Largest Forms 3/4/5 holder
J. Mariner Kemper
Net 12M change
-$11.26MFull value: -$11,259,769 · USD · 12-month change
Latest report
03 Nov 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
J. Mariner Kemper Chairman and CEO, Director $333,777,019 -$7,024,769 -2.1% Mixed 31 Oct 2026
James D. Rine President $8,353,662 -$1,508,368 -15% Mixed 09 Jun 2026
John K. Schmidt Director $6,224,654 Mixed 01 May 2026
Greg M. Graves Director $5,603,147 +$148,136 +2.7% Filing P/S 02 Nov 2026
Thomas S. Terry Chief Credit Officer $5,384,064 -$867,062 -14% Mixed 17 Aug 2026
Ram Shankar Chief Financial Officer $4,850,318 -$303,220 -5.9% Mixed 17 Aug 2026
Shannon Andresen Johnson Chief Administrative Officer $4,638,099 Mixed 11 Feb 2026
Timothy R. Murphy Director $3,110,297 Mixed 01 May 2026
Uma Wilson Executive Vice President $3,042,043 -$736,132 -19% Mixed 04 Aug 2026
Kevin Charles Gallagher Director $2,664,828 -$202,926 -7.1% Mixed 30 Oct 2026
Nikki Farentino Newton President, Private Wealth Mgmt $1,792,575 -$297,200 -14% Mixed 04 Aug 2026
L. Joshua Sosland Director $1,710,967 Mixed 01 May 2026
Susan G. Murphy Director $1,547,393 -$200,427 -11% Filing P/S 06 Aug 2026
Tamara Peterman Director $1,496,592 +$102,198 +7.3% Filing P/S 02 Nov 2026
Phillip James Mason President, Inst. Banking $1,465,332 -$117,600 -7.4% Mixed 04 Aug 2026
Robert Brian Beaird Chief Human Resource Officer $1,323,959 -$231,040 -15% Mixed 31 Jul 2026
Abigail M. Wendel President - Consumer Banking $1,250,546 Mixed 13 Mar 2024
David Carl Odgers Chief Accounting Officer $1,050,843 -$21,359 -2% Mixed 05 Aug 2026
Amy Harris EVP and Chief Legal Officer $1,049,619 Mixed 11 Feb 2026
Stacy H. King Chief Risk Officer $1,036,050 Mixed 31 Dec 2025

Recent insider transactions for UMB FINANCIAL CORP

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Janine Davidson UMBF Common Stock Gift -3.04% -150 4,792 03 Nov 2026 Direct
Tamara Peterman UMBF Common Stock Purchase 1.87% $27,500 $137.02 201 10,922 02 Nov 2026 Direct
Greg M. Graves UMBF Common Stock Purchase 0.72% $40,000 $137.02 292 40,893 02 Nov 2026 Direct
J. Mariner Kemper UMBF Common Stock Gift 119.9% 15,062 27,620 02 Nov 2026 By Trust: Mary S Kemper Trust
J. Mariner Kemper UMBF Common Stock Gift -1.01% -15,062 1,476,076 02 Nov 2026 By Trust - RC Kemper Irrevocable Trust
J. Mariner Kemper UMBF Common Stock Tax liability -0.25% -815 327,909 31 Oct 2026 Direct
Kevin Charles Gallagher UMBF Common Stock Sale -3.12% -$49,883 $134.82 -370 11,493 30 Oct 2026 Direct
Tamara Peterman UMBF Common Stock Purchase 3.83% $55,010 $139.60 394 10,680 01 Sep 2026 Direct
Greg M. Graves UMBF Common Stock Purchase 1.44% $80,011 $139.60 573 40,463 01 Sep 2026 Direct
Ram Shankar UMBF Common Stock Sale -6.17% -$303,220 $151.61 -2,000 30,389 17 Aug 2026 Direct
Thomas S. Terry UMBF Common Stock Sale -15.7% -$867,062 $151.77 -5,713 30,689 17 Aug 2026 Direct
Susan G. Murphy UMBF Common Stock Sale -11.5% -$200,427 $145.55 -1,377 10,635 06 Aug 2026 Direct
David Carl Odgers UMBF Common Stock Sale -2.17% -$21,358 $147.30 -145 6,538 05 Aug 2026 Direct
J. Mariner Kemper UMBF Common Stock Sale -1% -$2,237,460 $148.55 -15,062 1,491,138 04 Aug 2026 By Trust - RC Kemper Irrevocable Trust
Uma Wilson UMBF Common Stock Sale -17% -$613,460 $148.00 -4,145 20,270 04 Aug 2026 Direct
Nikki Farentino Newton UMBF Common Stock Sale -14.3% -$297,200 $148.60 -2,000 11,981 04 Aug 2026 Direct
Phillip James Mason UMBF Common Stock Sale -8.25% -$117,600 $147.00 -800 8,894 04 Aug 2026 Direct
J. Mariner Kemper UMBF Common Stock Sale -43% -$618,534 $147.27 -4,200 5,561 03 Aug 2026 By Trust - RC Kemper Irr Dynasty for John Mariner Kemper
J. Mariner Kemper UMBF Common Stock Gift 9,761 9,761 03 Aug 2026 By Trust - RC Kemper Irr Dynasty for John Mariner Kemper
Robert Brian Beaird UMBF Common Stock Sale -15.2% -$231,040 $144.40 -1,600 8,943 31 Jul 2026 Direct
Kevin Charles Gallagher UMBF Common Stock Sale -2.95% -$52,247 $145.13 -360 11,863 31 Jul 2026 Direct
Kevin Charles Gallagher UMBF Common Stock Sale -3.02% -$50,627 $132.88 -381 12,223 10 Jun 2026 Direct
Uma Wilson UMBF Common Stock Sale -3.64% -$122,672 $133.05 -922 24,415 10 Jun 2026 Direct
Uma Wilson UMBF Common Stock Options Exercise 3.78% 922 25,337 10 Jun 2026 Direct
Uma Wilson UMBF Stock Option (Right to Buy) Options Exercise -100% -922 0 10 Jun 2026 Direct
James D. Rine UMBF Common Stock Sale -11.8% -$1,093,297 $132.59 -8,246 61,446 09 Jun 2026 Direct
Timothy R. Murphy UMBF Common Stock Award 0.42% 116 27,576 01 May 2026 Direct
John K. Schmidt UMBF Common Stock Award 0.35% 116 33,370 01 May 2026 Direct
Leroy James Williams Jr. UMBF Common Stock Award 1.53% 116 7,696 01 May 2026 Direct
L. Joshua Sosland UMBF Common Stock Award 0.8% 116 14,612 01 May 2026 Direct
Kris A. Robbins UMBF Common Stock Award 2.48% 116 4,791 01 May 2026 Direct
Tamara Peterman UMBF Common Stock Award 1.14% 116 10,255 01 May 2026 Direct
Susan G. Murphy UMBF Common Stock Award 0.98% 116 12,012 01 May 2026 Direct
Margaret Lazo UMBF Common Stock Award 2.61% 116 4,562 01 May 2026 Direct
Lansford E. Gordon UMBF Common Stock Award 1.33% 116 8,864 01 May 2026 Direct
Jennifer K. Hopkins UMBF Common Stock Award 1.73% 116 6,816 01 May 2026 Direct
Brad J. Henderson UMBF Common Stock Award 6.8% 116 1,821 01 May 2026 Direct
Greg M. Graves UMBF Common Stock Award 0.29% 116 39,786 01 May 2026 Direct
Kevin Charles Gallagher UMBF Common Stock Award 0.93% 116 12,604 01 May 2026 Direct
Janine Davidson UMBF Common Stock Award 2.4% 116 4,942 01 May 2026 Direct
Robin C. Beery UMBF Common Stock Award 1.42% 116 8,259 01 May 2026 Direct
Uma Wilson UMBF Common Stock Tax liability -0.34% -83 24,415 11 Feb 2026 Direct
Thomas S. Terry UMBF Common Stock Tax liability -0.16% -57 36,402 11 Feb 2026 Direct
Ram Shankar UMBF Common Stock Tax liability -0.4% -129 32,389 11 Feb 2026 Direct
James D. Rine UMBF Common Stock Tax liability -0.44% -311 69,692 11 Feb 2026 Direct
David Carl Odgers UMBF Common Stock Tax liability -0.27% -18 6,648 11 Feb 2026 Direct
Nikki Farentino Newton UMBF Common Stock Tax liability -0.62% -87 13,981 11 Feb 2026 Direct
Phillip James Mason UMBF Common Stock Tax liability -0.42% -41 9,694 11 Feb 2026 Direct
J. Mariner Kemper UMBF Common Stock Tax liability -0.33% -1,090 328,710 11 Feb 2026 Direct
Shannon Andresen Johnson UMBF Common Stock Tax liability -0.36% -124 34,775 11 Feb 2026 Direct
* marks a reported price that did not pass the local price check.
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