UMBF Institutional Ownership Trend

Institutional ownership trends for UMB FINANCIAL CORP provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.

Institutional investors tracked by InsiderSet collectively reported approximately $15.98M in UMBF holdings for the quarter ended March 31, 2026, compared with approximately $25.02M reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in UMB FINANCIAL CORP.

Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked UMBF institutional positions has increased significantly since the filing period due to continued share price appreciation.

This page tracks historical institutional ownership trends for UMBF, including:

  • total institutional holders by quarter
  • aggregate reported value
  • estimated live portfolio value
  • ownership concentration changes
  • largest ownership increases and reductions
  • long-term smart money positioning trends

Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in UMB FINANCIAL CORP.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$15,976,591141,649
Q4 20252$25,022,926217,515
Q3 20253$24,729,683208,995
Q2 20253$38,082,537362,139
Q1 20252$37,496,171370,882
Q4 20242$17,695,997156,796
Q3 20242$24,731,963235,296
Q2 20242$26,784,827321,084
Q1 20242$12,993,200229,584
Q4 20232$12,473,630160,684
Q3 20232$9,193,456278,384
Q2 20232$9,097,803254,484