UMB FINANCIAL CORP (UMBF) Institutional Ownership Changes & 13F Activity

UMB FINANCIAL CORP (UMBF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wellington Management Group Llp, Junto Capital Management Lp, Goldman Sachs Group Inc, Azora Capital Lp, and Holocene Advisors, Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+4242$6.00KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-613-0.9%68,730$9.81MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-125,292-11.7%943,290$134.66MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-1,663-8.1%18,908$2.70MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+1,5451,545$220.77KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-3,440-3.9%83,738$11.95MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+1,664+53.7%4,760$679.55KQ2 2026Aug 19, 2026
Capstone Investment Advisors, LlcBuy+2,9082,908$415.15KQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+2,8242,824$403.15KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+1,382+3.4%42,525$6.07MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-498-23.3%1,636$233.56KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-495-16.9%2,432$347.19KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+77$1.00KQ2 2026Aug 17, 2026
Wellington Management Group LlpSell-1,019,877-37.7%1,687,247$240.87MQ2 2026Aug 14, 2026
Junto Capital Management LpBuy+412,747412,747$58.92MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+345,685+38.6%1,241,789$177.28MQ2 2026Aug 14, 2026
Azora Capital LpBuy+274,871274,871$39.24MQ2 2026Aug 14, 2026
Holocene Advisors, LpBuy+216,413+470.4%262,423$37.46MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+209,407+30.1%904,683$129.15MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+203,034203,034$28.99MQ2 2026Aug 14, 2026
Aristotle Capital Boston, LlcBuy+181,329181,329$25.89MQ2 2026Aug 14, 2026
Basswood Capital Management, L.L.C.Buy+144,257144,257$20.59MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+103,226+53.6%295,887$41.82MQ2 2026Aug 14, 2026
Interval Partners, LpBuy+100,809+670.0%115,855$16.54MQ2 2026Aug 14, 2026
Millennium Management LlcSell-83,985-52.5%75,840$10.83MQ2 2026Aug 14, 2026
Fj Capital Management LlcBuy+83,746+191.5%127,486$18.20MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-81,352-30.5%185,380$26.46MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+80,627+6.6%1,300,605$146.70MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+73,95673,956$10.56MQ2 2026Aug 14, 2026
Summittx Capital, L.P.Buy+73,00873,008$10.42MQ2 2026Aug 14, 2026
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Frequently asked questions about UMBF activity

  • Which institutional owners are buying UMBF?

    Institutional owners buying UMBF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UMBF activity?

    "Buy" means an investor increased their reported position in UMBF compared to the prior reporting period. This reflects growing exposure to UMB FINANCIAL CORP (UMBF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UMBF increasing?

    Institutional interest in UMBF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.