UMBF Institutional Ownership & Shareholders
UMB FINANCIAL CORP (UMBF) is currently held by 483 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.25B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of UMBF tracked by InsiderSet, reporting ownership valued at approximately $1.46B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.37B, representing an estimated loss of -5.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed UMBF value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Umb Bank, N.A., Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in UMB FINANCIAL CORP (UMBF).
This page ranks the largest institutional UMBF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
483
Total Reported Value
$10.25B
Largest Holder
Blackrock, Inc.
Largest Position
$1.46B
Insider Transactions (90d)
15
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 10,215,651 | $1,458,386,407 | $1,373,698,590 | -$84,687,817 | -5.81% | |
| Umb Bank, N.A. | 8.45% | 4,674,963 | $667,397,718 | $628,642,275 | -$38,755,443 | -5.81% | |
| Vanguard Portfolio Management Llc | 0.03% | 4,213,123 | $601,465,439 | $566,538,650 | -$34,926,789 | -5.81% | |
| State Street Corp | 0.02% | 4,133,285 | $591,787,841 | $555,802,834 | -$35,985,007 | -6.08% | |
| Vanguard Capital Management Llc | 0.01% | 3,130,338 | $446,887,053 | $420,936,551 | -$25,950,502 | -5.81% | |
| Dimensional Fund Advisors Lp | 0.08% | 3,030,849 | $432,681,984 | $407,558,265 | -$25,123,719 | -5.81% | |
| Fmr Llc | 0.02% | 2,671,666 | $381,406,990 | $359,258,927 | -$22,148,063 | -5.81% | |
| Geode Capital Management, Llc | 0.02% | 2,064,907 | $294,834,134 | $277,668,044 | -$17,166,090 | -5.82% | |
| Wellington Management Group Llp | 0.04% | 1,687,247 | $240,871,381 | $226,884,104 | -$13,987,277 | -5.81% | |
| Neuberger Berman Group Llc | 0.15% | 1,743,903 | $200,618,619 | $234,502,636 | +$33,884,017 | +16.89% | |
| Earnest Partners Llc | 0.64% | 1,242,430 | $177,369,307 | $167,069,562 | -$10,299,745 | -5.81% | |
| Goldman Sachs Group Inc | 0.02% | 1,241,789 | $177,277,844 | $166,983,367 | -$10,294,477 | -5.81% | |
| Allspring Global Investments Holdings, Llc | 0.26% | 1,145,958 | $166,908,783 | $154,096,972 | -$12,811,811 | -7.68% | |
| American Century Companies Inc | 0.07% | 1,045,921 | $149,315,726 | $140,644,997 | -$8,670,729 | -5.81% | |
| Alliancebernstein L.P. | 0.05% | 1,300,605 | $146,695,238 | $174,892,354 | +$28,197,116 | +19.22% | |
| Charles Schwab Investment Management Inc | 0.02% | 964,626 | $137,710,007 | $129,713,258 | -$7,996,749 | -5.81% | |
| Citadel Advisors Llc | 0.08% | 943,290 | $134,664,081 | $126,844,206 | -$7,819,875 | -5.81% | |
| Morgan Stanley | 0.01% | 939,019 | $134,054,606 | $126,269,885 | -$7,784,721 | -5.81% | |
| Northern Trust Corp | 0.02% | 926,889 | $132,322,674 | $124,638,764 | -$7,683,910 | -5.81% | |
| First Trust Advisors Lp | 0.08% | 914,990 | $130,623,973 | $123,038,705 | -$7,585,268 | -5.81% | |
| Bank Of America Corp | 0.01% | 904,683 | $129,152,529 | $121,652,723 | -$7,499,806 | -5.81% | |
| Victory Capital Management Inc | 0.07% | 900,418 | $128,543,673 | $121,079,208 | -$7,464,465 | -5.81% | |
| Nuveen, Llc | 0.03% | 763,660 | $109,019,991 | $102,689,360 | -$6,330,631 | -5.81% | |
| Norges Bank | 0.01% | 705,322 | $100,691,769 | $94,844,649 | -$5,847,120 | -5.81% | |
| Clearbridge Investments, Llc | 0.08% | 699,624 | $99,878,389 | $94,078,439 | -$5,799,950 | -5.81% | |
| Global Alpha Capital Management Ltd. | 5.90% | 690,325 | $98,550,797 | $92,828,003 | -$5,722,794 | -5.81% | |
| Gw&K Investment Management, Llc | 0.75% | 672,465 | $96,002,000 | $90,426,369 | -$5,575,631 | -5.81% | |
| Price T Rowe Associates Inc | 0.01% | 583,289 | $83,271,000 | $78,434,872 | -$4,836,128 | -5.81% | |
| Principal Financial Group Inc | 0.04% | 634,552 | $82,498,105 | $85,328,207 | +$2,830,102 | +3.43% | |
| Bank Of New York Mellon Corp | 0.01% | 549,240 | $78,409,613 | $73,856,303 | -$4,553,310 | -5.81% | |
| Johnson Investment Counsel Inc | 0.52% | 500,732 | $71,484,549 | $67,333,432 | -$4,151,117 | -5.81% | |
| Vanguard Fiduciary Trust Co | 0.01% | 475,634 | $67,901,510 | $63,958,504 | -$3,943,006 | -5.81% | |
| Captrust Financial Advisors | 0.09% | 428,347 | $61,150,810 | $57,599,821 | -$3,550,989 | -5.81% | |
| Junto Capital Management Lp | 1.09% | 412,747 | $58,923,762 | $55,502,089 | -$3,421,673 | -5.81% | |
| Neumeier Poma Investment Counsel Llc | 4.02% | 410,797 | $58,645,380 | $55,239,873 | -$3,405,507 | -5.81% | |
| Boston Trust Walden Corp | 0.46% | 441,538 | $57,404,355 | $59,373,615 | +$1,969,260 | +3.43% | |
| Schroder Investment Management Group | 0.04% | 401,467 | $57,000,285 | $53,985,267 | -$3,015,018 | -5.29% | |
| Vaughan Nelson Investment Management, L.P. | 0.46% | 364,287 | $52,005,611 | $48,985,673 | -$3,019,938 | -5.81% | |
| Massachusetts Financial Services Co | 0.02% | 353,035 | $50,399,276 | $47,472,616 | -$2,926,660 | -5.81% | |
| Emerald Advisers, Llc | 1.16% | 345,687 | $49,350,233 | $46,484,531 | -$2,865,702 | -5.81% | |
| Systematic Financial Management Lp | 0.97% | 339,475 | $48,463,725 | $45,649,203 | -$2,814,522 | -5.81% | |
| Congress Asset Management Co | 0.31% | 365,186 | $47,477,829 | $49,106,561 | +$1,628,732 | +3.43% | |
| Nfj Investment Group, Llc | 1.59% | 329,404 | $47,025,716 | $44,294,956 | -$2,730,760 | -5.81% | |
| Raymond James Financial Inc | 0.01% | 324,438 | $46,316,771 | $43,627,178 | -$2,689,593 | -5.81% | |
| Jpmorgan Chase & Co | 0.00% | 306,503 | $43,970,495 | $41,215,458 | -$2,755,037 | -6.27% | |
| Aqr Capital Management Llc | 0.01% | 295,887 | $41,817,751 | $39,787,925 | -$2,029,826 | -4.85% | |
| Azora Capital Lp | 1.65% | 274,871 | $39,240,584 | $36,961,903 | -$2,278,681 | -5.81% | |
| T. Rowe Price Investment Management, Inc. | 0.03% | 274,275 | $39,156,000 | $36,881,759 | -$2,274,241 | -5.81% | |
| Holocene Advisors, Lp | 0.09% | 262,423 | $37,463,507 | $35,288,021 | -$2,175,486 | -5.81% | |
| Federated Hermes, Inc. | 0.05% | 255,948 | $36,539,136 | $34,417,328 | -$2,121,808 | -5.81% |
Frequently asked questions about UMBF
Who are the largest institutional holders of UMBF?
The largest institutional holders of UMBF reported in the latest SEC Form 13F filings include Blackrock, Inc., Umb Bank, N.A., Vanguard Portfolio Management Llc, State Street Corp, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported UMBF position.
What is UMBF institutional ownership?
This page tracks UMBF positions reported by institutional investment managers through SEC Form 13F. UMB FINANCIAL CORP (UMBF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UMBF?
InsiderSet currently tracks 483 institutional managers reporting UMBF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UMBF shareholders.
How much UMBF stock do institutions own?
Institutional investment managers disclosed approximately $10.25B in UMBF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UMBF institutional ownership last updated?
The latest UMBF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UMBF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UMBF position after the reporting date.
Are institutions buying or selling UMBF?
Institutional buying and selling can be analyzed by comparing UMBF positions across consecutive 13F reporting periods. InsiderSet's UMBF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UMBF ownership changes.
How has UMBF institutional ownership changed over time?
InsiderSet tracks UMBF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.