UMB Financial Corporation (UMBF) Ownership

120.19 ↓1.01 (-0.83%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of UMB Financial Corporation (UMBF), owning a total of 6 million shares. Combined, the top 33 institutional holders of UMBF own 97.18% of the company with a total of 47.4 million shares.

In the latest ownership report on September 30th 2024, the top 33 institutional holders increased their combined ownership of UMBF by 279 thousand shares. 1 institutions bought 694,751 total additional shares and increased their ownership by an average of 403.70%. However 1 institutions sold 416,133 total shares and decreased their ownership by an average of 8.13%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of UMB Financial Corporation increased by a net total of 278,618 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
UMB Bank NA	9.631%	-8.134%	4,699,561	-416,133	2024-09-30
Principal Financial Group Inc	1.776%	403.697%	866,848	694,751	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.241%	1.600%	5,973,310	94,062	2024-06-30
UMB Bank NA	9.631%	-8.134%	4,699,561	-416,133	2024-09-30
Vanguard Group Inc	9.210%	-4.485%	4,494,347	-211,038	2024-06-30
State Street Corp	5.799%	3.479%	2,829,701	95,146	2024-06-30
State Street Corporation	5.610%	-7.883%	2,734,555	-234,012	2024-03-31
Wellington Management Company LLP	5.328%	36.826%	2,599,787	699,724	2024-06-30
Citadel Advisors Llc	4.499%	3,567.440%	2,195,327	2,135,467	2024-06-30
Victory Capital Management Inc.	4.097%	-0.621%	1,999,475	-12,501	2024-06-30
Allspring Global Investments Holdings, LLC	4.006%	2.608%	1,954,762	49,690	2024-06-30
American Century Companies Inc	3.591%	6.768%	1,752,524	111,090	2024-06-30
Dimensional Fund Advisors, Inc.	3.463%	6.290%	1,689,895	100,000	2024-06-30
Champlain Investment Partners, LLC	2.552%	-2.930%	1,238,140	-37,375	2022-12-31
Geode Capital Management, LLC	2.240%	5.475%	1,093,160	56,740	2024-06-30
FMR Inc	1.895%	196.025%	924,888	612,452	2024-06-30
Principal Financial Group Inc	1.776%	403.697%	866,848	694,751	2024-09-30
Morgan Stanley - Brokerage Accounts	1.619%	20.515%	789,834	134,450	2024-06-30
ProShare Advisors LLC	1.542%	102.688%	752,576	381,278	2024-06-30
Millennium Management LLC	1.504%	567.134%	733,734	623,751	2024-06-30
BTIM Corp	1.412%	-0.068%	688,222	-465	2024-03-31
Columbia Mgmt Investment Advisers, LLC	1.372%	2.891%	668,652	18,786	2024-03-31
Ameriprise Financial Inc	1.372%	2.891%	668,652	18,786	2024-03-31
Goldman Sachs Group Inc	1.215%	62.925%	592,849	228,970	2024-06-30
Bank of New York Mellon Corp	1.181%	-34.197%	576,200	-299,442	2024-06-30
Northern Trust Corp	1.148%	4.972%	560,159	26,532	2024-06-30
Charles Schwab Investment Management Inc	1.140%	0.906%	556,050	4,991	2024-06-30
Global Alpha Capital Management Ltd.	1.113%	3.194%	542,759	16,800	2024-06-30
Massachusetts Financial Services Company	1.062%	21.131%	517,622	90,297	2024-06-30
Mariner Value Strategies, LLC	1.006%	0.194%	486,137	940	2022-09-30
Assenagon Asset Management SA	1.000%	847.664%	485,090	433,902	2023-06-30
NORGES BANK	0.967%	5.858%	471,283	26,078	2023-12-31
Bank of America Corp	0.912%	49.456%	444,731	147,164	2024-06-30
Brown Advisory Holdings Inc	0.845%	1.822%	411,703	7,367	2024-03-31
Fisher Asset Management, LLC	0.836%	-15.046%	407,527	-72,178	2024-03-31

Mutual Fund Ownership

Allspring Special Small Cap Value A is the biggest individual fund holder of UMB Financial Corporation (UMBF), owning a total of 1.5 million shares. Combined, the top 30 mutual fund holders of UMBF own 43.94% of the company with a total of 21.4 million shares.

In the latest ownership report on October 31st 2024, the top 30 fund holders increased their combined ownership of UMBF by 27 thousand shares. 2 funds bought 47,476 total additional shares and increased their ownership by an average of 4.85%. However 2 funds sold 20,432 total shares and decreased their ownership by an average of 0.68%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding UMB Financial Corporation increased by a net total of 27,044 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring Special Small Cap Value A	3.154%	-1.143%	1,539,295	-17,800	2024-10-31
iShares Core S&P Mid-Cap ETF	2.862%	0.054%	1,396,558	752	2024-10-31
iShares Russell 2000 ETF	2.396%	-0.225%	1,169,237	-2,632	2024-10-31
Avantis US Small Cap Value ETF	1.488%	0.000%	726,302	0	2024-10-31
SPDR® S&P Dividend ETF	1.089%	9.638%	531,528	46,724	2024-10-31
SPDR® S&P Regional Banking ETF	0.902%	0.000%	439,919	0	2024-10-31
iShares Russell 2000 Value ETF	0.884%	0.000%	431,548	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring Special Small Cap Value A	3.154%	-1.143%	1,539,295	-17,800	2024-10-31
iShares Core S&P Mid-Cap ETF	2.862%	0.054%	1,396,558	752	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.664%	5.681%	1,300,023	69,882	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.472%	2.126%	1,199,811	24,979	2023-03-31
iShares Russell 2000 ETF	2.396%	-0.225%	1,169,237	-2,632	2024-10-31
Vanguard Small Cap Index	2.126%	5.094%	1,037,195	50,273	2024-09-30
Victory Sycamore Small Company Opp R	1.967%	-27.273%	960,000	-360,000	2024-09-30
Victory Small Cap Value CIT (Net 75)	1.967%	-27.273%	960,000	-360,000	2024-09-30
Champlain Small Company Fund, LLC	1.959%	-0.225%	950,220	-2,140	2023-02-28
American Century Small Cap Value Inv	1.896%	8.824%	925,000	75,000	2024-09-30
American Century U.S. Small Cap Value	1.896%	8.824%	925,000	75,000	2024-09-30
Avantis US Small Cap Value ETF	1.488%	0.000%	726,302	0	2024-10-31
Vanguard Small Cap Value Index Inv	1.439%	6.118%	702,322	40,489	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.358%	-1.465%	662,684	-9,849	2024-09-30
SPDR® S&P US Dividend Aristocrats ETFDis	1.325%	-7.489%	643,052	-52,058	2023-07-31
Vanguard Extended Market Index Investor	1.235%	-0.017%	599,318	-103	2023-08-31
Fidelity® Mid-Cap Stock	1.123%	0.000%	544,881	0	2023-02-28
SPDR® S&P Dividend ETF	1.089%	9.638%	531,528	46,724	2024-10-31
Champlain Small Company Adv	1.093%	-4.505%	530,000	-25,000	2022-12-31
Fidelity Small Cap Index	0.941%	-2.355%	459,388	-11,079	2024-08-31
SPDR® S&P Regional Banking ETF	0.902%	0.000%	439,919	0	2024-10-31
iShares Russell 2000 Value ETF	0.884%	0.000%	431,548	0	2024-10-31
Fidelity® Small Cap Index	0.881%	2.806%	427,426	11,666	2023-10-31
MFS New Discovery Value I	0.789%	-1.121%	384,819	-4,362	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.726%	1.148%	354,035	4,018	2024-09-30
Principal SmallCap R5	0.704%	0.000%	343,400	343,400	2024-09-30
Principal U.S. Small Cap Equity	0.704%	0.000%	343,400	343,400	2024-09-30
ProShares S&P MidCap 400 Dividend Arst	0.681%	0.000%	331,807	0	2024-09-30
DFA US Small Cap I	0.664%	0.000%	323,859	0	2024-08-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.556%	0.000%	271,057	0	2024-05-31