UMB FINANCIAL CORP (UMBF) Institutional Shareholders

UMB FINANCIAL CORP (UMBF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $7.71B in UMBF holdings during the latest filing period.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of UMBF tracked by InsiderSet, reporting ownership valued at approximately $1.05B in its March 31, 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 $1.36B, representing an estimated gain of +29.20% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 54% 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

458

Total Reported Value

$7.71B

Largest Holder

Blackrock, Inc.

Largest Position

$1.05B

Insider Transactions (90d)

6

Latest Filing Quarter

Q2 2026

New Institutional Positions

78

Funds Exiting Positions

0

Page 1 of 10
NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.02%9,344,467$1,053,962,424$1,361,769,176+$307,806,752+29.20%
Umb Bank, N.A.7.44%4,723,573$532,771,799$688,366,293+$155,594,494+29.20%
Vanguard Portfolio Management Llc0.02%4,136,220$466,524,254$602,771,341+$136,247,087+29.20%
State Street Corp0.02%3,981,601$450,846,790$580,238,714+$129,391,924+28.70%
Vanguard Capital Management Llc0.01%3,101,293$349,794,837$451,951,429+$102,156,592+29.20%
Dimensional Fund Advisors Lp0.07%2,909,932$328,200,076$424,064,390+$95,864,314+29.21%
Wellington Management Group Llp0.06%2,707,124$305,336,516$394,509,181+$89,172,665+29.20%
Fmr Llc0.01%2,422,435$273,226,522$353,021,453+$79,794,931+29.20%
Geode Capital Management, Llc0.01%1,947,446$219,688,025$283,801,306+$64,113,281+29.18%
Neuberger Berman Group Llc0.15%1,699,639$191,702,340$247,688,391+$55,986,051+29.20%
Allspring Global Investments Holdings, Llc0.26%1,357,177$155,600,343$197,781,404+$42,181,061+27.11%
American Century Companies Inc0.08%1,345,844$151,797,775$196,129,846+$44,332,071+29.20%
Earnest Partners Llc0.59%1,277,889$144,133,100$186,226,764+$42,093,664+29.20%
Alliancebernstein L.P.0.05%1,219,978$140,346,269$177,787,394+$37,441,125+26.68%
Citadel Advisors Llc0.09%1,068,582$120,525,364$155,724,455+$35,199,091+29.20%
Morgan Stanley0.01%1,006,918$113,570,518$146,738,160+$33,167,642+29.20%
Victory Capital Management Inc0.07%979,052$110,427,275$142,677,248+$32,249,973+29.20%
Charles Schwab Investment Management Inc0.02%966,744$109,039,056$140,883,603+$31,844,547+29.20%
First Trust Advisors Lp0.07%899,400$101,443,326$131,069,562+$29,626,236+29.20%
Goldman Sachs Group Inc0.01%896,104$101,071,615$130,589,236+$29,517,621+29.20%
Northern Trust Corp0.01%880,345$99,294,113$128,292,677+$28,998,564+29.20%
Principal Financial Group Inc0.04%712,859$80,403,367$103,884,942+$23,481,575+29.20%
Bank Of America Corp0.01%695,276$78,420,227$101,322,571+$22,902,344+29.20%
Global Alpha Capital Management Ltd.4.47%658,982$74,326,580$96,033,447+$21,706,867+29.20%
Nuveen, Llc0.02%656,034$73,994,075$95,603,835+$21,609,760+29.20%
Clearbridge Investments, Llc0.06%649,571$73,265,130$94,661,982+$21,396,852+29.20%
Johnson Investment Counsel Inc0.52%500,732$71,484,549$72,971,674+$1,487,125+2.08%
Bank Of New York Mellon Corp0.01%552,717$62,341,025$80,547,448+$18,206,423+29.20%
Congress Asset Management Co0.35%396,647$56,625,272$57,803,367+$1,178,095+2.08%
Vanguard Fiduciary Trust Co0.01%463,142$52,237,786$67,493,684+$15,255,898+29.20%
Vaughan Nelson Investment Management, L.P.0.46%364,287$52,005,611$53,087,545+$1,081,934+2.08%
Captrust Financial Advisors0.09%446,393$50,348,619$65,052,852+$14,704,233+29.20%
Neumeier Poma Investment Counsel Llc3.75%403,907$45,556,671$58,861,367+$13,304,696+29.20%
Systematic Financial Management Lp0.90%346,445$39,075,650$50,487,430+$11,411,780+29.20%
Massachusetts Financial Services Co0.01%339,702$38,314,988$49,504,772+$11,189,784+29.20%
Nfj Investment Group, Llc1.39%325,964$36,765,479$47,502,734+$10,737,255+29.20%
Franklin Resources Inc0.01%314,145$35,432,415$45,780,351+$10,347,936+29.20%
Schroder Investment Management Group0.03%321,910$35,403,661$46,911,944+$11,508,283+32.51%
Ubs Group Ag0.01%292,827$33,027,958$42,673,679+$9,645,721+29.20%
Raymond James Financial Inc0.01%285,310$32,180,124$41,578,226+$9,398,102+29.20%
Invesco Ltd.0.00%274,336$30,942,358$39,978,985+$9,036,627+29.20%
Emerald Advisers, Llc0.95%267,438$30,164,311$38,973,740+$8,809,429+29.20%
Qube Research & Technologies Ltd0.04%266,732$30,084,702$38,870,854+$8,786,152+29.20%
Boston Trust Walden Corp0.22%197,886$28,250,206$28,837,927+$587,721+2.08%
New York State Common Retirement Fund0.04%196,163$28,004,230$28,586,834+$582,604+2.08%
Fisher Asset Management, Llc0.01%242,438$27,344,580$35,330,490+$7,985,910+29.20%
Stieven Capital Advisors, L.P.5.51%228,789$25,805,111$33,341,421+$7,536,310+29.20%
Rhumbline Advisers0.02%227,782$25,691,502$33,194,671+$7,503,169+29.20%
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.8.21%170,440$24,332,014$24,838,221+$506,207+2.08%
Proshare Advisors Llc0.04%215,435$24,298,913$31,395,343+$7,096,430+29.20%

Frequently asked questions about UMBF

  • Who owns the most UMBF stock?

    The largest holders of UMBF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UMB FINANCIAL CORP (UMBF).

  • Is UMBF widely held by superinvestors?

    Many widely followed stocks like UMBF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UMBF is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.