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

50/50

Latest evidence

06 Aug 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 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
06 Aug 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
50/50
Latest evidence
06 Aug 2026
13D/G 13F 3/4/5 Lead comparable stake: 5.5% 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%.

50 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 5
VANGUARD PORTFOLIO MANAGEMENT LLC 5.5%
J. Mariner Kemper 4.8%
James D. Rine 0.08%
John K. Schmidt 0.07%
Thomas S. Terry 0.05%

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
13D/G 13F
Vanguard Portfolio Management · Company
5.5%
$471,039,914
4,176,256 shares
$0 31 Mar 2026
J. Mariner Kemper
13D/G 3/4/5
Chairman and CEO, Director
4.8%
$461,706,654
3,660,852 shares
-$12,223,550 14 Mar 2025
James D. Rine
3/4/5
President
0.08%
$8,353,662
62,934 shares
-$1,508,368 09 Jun 2026
John K. Schmidt
3/4/5
Director
0.07%
$6,224,654
55,188 shares
01 May 2026
Thomas S. Terry
3/4/5
Chief Credit Officer
0.05%
$5,422,697
41,490 shares
11 Feb 2026
Greg M. Graves
3/4/5
Director
0.05%
$4,487,488
39,786 shares
+$84,376 01 May 2026
Shannon Andresen Johnson
3/4/5
Chief Administrative Officer
0.05%
$4,638,099
35,126 shares
-$164,826 11 Feb 2026
Ram Shankar
3/4/5
Chief Financial Officer
0.04%
$4,485,233
34,091 shares
11 Feb 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: -$13,372,045.

Buys
$143,439
Insiders: 2
Sells
$13,515,484
Insiders: 12
Net
-$13,372,045
Shares: -103,361
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 1,220 Shares: 104,581
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 39,238 $0 $5,655,923 -$5,655,923
3-6 0 0 $0 $0 $0
6-9 374 38,416 $47,813 $4,684,941 -$4,637,129
9-12 846 26,927 $95,626 $3,174,620 -$3,078,994

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 33 reporting-owner rows connected to UMB FINANCIAL CORP. Open a relationship link for the CIK-to-CIK filing trail.

Rows
33
Largest Forms 3/4/5 holder
J. Mariner Kemper
Net 12M change
-$13,372,045
Latest report
06 Aug 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
J. Mariner Kemper Chairman and CEO, Director $373,289,770 -$9,391,891 -2.5% Mixed 04 Aug 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
Thomas S. Terry Chief Credit Officer $5,422,697 Mixed 11 Feb 2026
Shannon Andresen Johnson Chief Administrative Officer $4,638,099 -$164,826 -3.4% Mixed 11 Feb 2026
Greg M. Graves Director $4,487,488 +$84,376 +1.9% Mixed 01 May 2026
Ram Shankar Chief Financial Officer $4,485,233 Mixed 11 Feb 2026
Timothy R. Murphy Director $3,110,297 Mixed 01 May 2026
Uma Wilson Executive Vice President $3,042,043 -$770,849 -20% Mixed 04 Aug 2026
Kevin Charles Gallagher Director $2,946,402 -$203,969 -6.5% Mixed 31 Jul 2026
Nikki Farentino Newton President, Private Wealth Mgmt $1,792,575 -$435,117 -20% 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
Phillip James Mason President, Inst. Banking $1,465,332 -$208,328 -12% Mixed 04 Aug 2026
Robert Brian Beaird Chief Human Resource Officer $1,323,959 -$371,025 -22% Mixed 31 Jul 2026
Abigail M. Wendel President - Consumer Banking $1,250,546 Mixed 13 Mar 2024
Tamara Peterman Director $1,156,713 +$59,063 +5.4% Mixed 01 May 2026
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 -$61,010 -5.5% Mixed 11 Feb 2026
Stacy H. King Chief Risk Officer $1,036,050 -$178,315 -15% 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
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
Amy Harris UMBF Common Stock Tax liability -0.76% -60 7,849 11 Feb 2026 Direct
Robert Brian Beaird UMBF Common Stock Tax liability -0.66% -70 10,543 11 Feb 2026 Direct
Uma Wilson UMBF Common Stock Tax liability -0.53% -131 24,485 10 Feb 2026 Direct
Thomas S. Terry UMBF Common Stock Tax liability -0.24% -89 36,445 10 Feb 2026 Direct
Ram Shankar UMBF Common Stock Tax liability -0.62% -204 32,498 10 Feb 2026 Direct
James D. Rine UMBF Common Stock Tax liability -1.18% -832 69,953 10 Feb 2026 Direct
David Carl Odgers UMBF Common Stock Tax liability -0.43% -29 6,661 10 Feb 2026 Direct
Nikki Farentino Newton UMBF Common Stock Tax liability -1.01% -144 14,054 10 Feb 2026 Direct
Phillip James Mason UMBF Common Stock Tax liability -0.66% -65 9,729 10 Feb 2026 Direct
J. Mariner Kemper UMBF Common Stock Tax liability -0.52% -1,721 329,621 10 Feb 2026 Direct
Shannon Andresen Johnson UMBF Common Stock Tax liability -0.61% -215 34,888 10 Feb 2026 Direct
* marks a reported price that did not pass the local price check.
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