Comparable stake leader
VANGUARD PORTFOLIO MANAGEMENT LLC
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
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.
Quick read
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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| 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
|
—
denominator unverified
|
$1,458,386,407
10,215,651 shares
|
— | 30 Jun 2026 |
| UMB Bank, n.a. |
13F
Company
|
—
denominator unverified
|
$667,397,718
4,674,963 shares
|
— | 30 Jun 2026 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$591,787,841
4,133,285 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$446,887,053
3,130,338 shares
|
— | 30 Jun 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$432,681,984
3,030,849 shares
|
— | 30 Jun 2026 |
| FMR LLC |
13F
Company
|
—
denominator unverified
|
$381,406,990
2,671,666 shares
|
— | 30 Jun 2026 |
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
Net insider flow leans to selling over the last 12 months. Net value: -$11,310,696.
| 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
Showing 1-20 of 34 reporting-owner rows connected to UMB FINANCIAL CORP. Open a relationship link for the CIK-to-CIK filing trail.
| 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 |
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 |