DaveManuel.com · Institutional Ownership · Who Owns It
UMB FINL CORP (UMBF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
488
Reporting holders
$10.4B
Reported value
96.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+31
Holder change
Institutions report 72,915,417 shares against 75,950,030 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.5B | 10,215,651 | 0.02% | 8q | +9.3%+$124.4M |
| UMB Bank, n.a. | $667.4M | 4,674,963 | 8.45% | 31q | -1.0%-$6.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $601.5M | 4,213,123 | 0.03% | 2q | +1.9%+$11.0M |
| STATE STREET CORP | $591.8M | 4,133,285 | 0.02% | 31q | +3.8%+$21.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $446.9M | 3,130,338 | 0.01% | 2q | +0.9%+$4.1M |
| DIMENSIONAL FUND ADVISORS LP | $432.7M | 3,030,849 | 0.08% | 31q | +4.2%+$17.3M |
| FMR LLC | $381.4M | 2,671,666 | 0.02% | 31q | +10.3%+$35.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $294.8M | 2,064,907 | 0.02% | 31q | +6.0%+$16.8M |
| WELLINGTON MANAGEMENT GROUP LLP | $240.9M | 1,687,247 | 0.04% | 24q | -37.7%-$145.6M |
| NEUBERGER BERMAN GROUP LLC | $223.0M | 1,562,240 | 0.15% | 8q | -8.1%-$19.6M |
| EARNEST PARTNERS LLC | $177.4M | 1,242,430 | 0.64% | 6q | -2.8%-$5.1M |
| GOLDMAN SACHS GROUP INC | $177.3M | 1,241,789 | 0.02% | 31q | +38.6%+$49.4M |
| Allspring Global Investments Holdings, LLC | $166.9M | 1,145,958 | 0.26% | 19q | -15.6%-$30.8M |
| AMERICAN CENTURY COMPANIES INC | $149.3M | 1,045,921 | 0.07% | 31q | -22.3%-$42.8M |
| ALLIANCEBERNSTEIN L.P. | $146.7M | 1,300,605 | 0.05% | 31q | +6.6%+$9.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $137.7M | 964,626 | 0.02% | 31q | HELD |
| CITADEL ADVISORS LLC | $135.5M incl. $885.1K options CALL | 943,290 | 0.02% | 15q | -11.7%-$18.0M |
| MORGAN STANLEY | $134.1M | 939,019 | 0.01% | 35q | -6.7%-$9.7M |
| NORTHERN TRUST CORP | $132.3M | 926,889 | 0.02% | 31q | +5.3%+$6.6M |
| FIRST TRUST ADVISORS LP | $130.6M | 914,990 | 0.08% | 31q | +1.7%+$2.2M |
| BANK OF AMERICA CORP /DE/ | $129.2M | 904,683 | 0.01% | 31q | +30.1%+$29.9M |
| VICTORY CAPITAL MANAGEMENT INC | $128.5M | 900,418 | 0.07% | 31q | -8.0%-$11.2M |
| Nuveen, LLC | $109.0M | 763,660 | 0.03% | 6q | +16.4%+$15.4M |
| NORGES BANK | $100.7M | 705,322 | 0.01% | 32q | -5.5%-$5.9M |
| Clearbridge Investments, LLC | $99.9M | 699,624 | 0.08% | 5q | +7.7%+$7.1M |
| PRINCIPAL FINANCIAL GROUP INC | $99.2M | 694,836 | 0.05% | 31q | -2.5%-$2.6M |
| Global Alpha Capital Management Ltd. | $98.6M | 690,325 | 5.90% | 31q | +4.8%+$4.5M |
| GW&K Investment Management, LLC | $96.0M | 672,465 | 0.75% | 11q | -4.1%-$4.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $83.3M | 583,289 | 0.01% | 31q | -4.0%-$3.4M |
| Bank of New York Mellon Corp | $78.4M | 549,240 | 0.01% | 31q | -0.6%-$496.4K |
| JOHNSON INVESTMENT COUNSEL INC | $71.5M | 500,732 | 0.52% | 8q | +3.7%+$2.5M |
| VANGUARD FIDUCIARY TRUST CO | $67.9M | 475,634 | 0.01% | 2q | +2.7%+$1.8M |
| CAPTRUST FINANCIAL ADVISORS | $61.2M | 428,347 | 0.09% | 31q | -4.0%-$2.6M |
| Junto Capital Management LP | $58.9M | 412,747 | 1.03% | new | NEW |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $58.6M | 410,797 | 4.02% | 10q | +1.7%+$983.6K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $57.0M | 401,467 | 0.04% | 6q | +24.7%+$11.3M |
| CONGRESS ASSET MANAGEMENT CO | $56.6M | 396,647 | 0.35% | 28q | +162.1%+$35.0M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $52.0M | 364,287 | 0.46% | 2q | +23.5%+$9.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $50.4M | 353,035 | 0.02% | 31q | +3.9%+$1.9M |
| EMERALD ADVISERS, LLC | $49.4M | 345,687 | 1.16% | 8q | +29.3%+$11.2M |
| FRANKLIN RESOURCES INC | $48.6M | 340,610 | 0.01% | 13q | +8.4%+$3.8M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $48.5M | 339,475 | 0.97% | 9q | -2.0%-$995.0K |
| NFJ INVESTMENT GROUP, LLC | $47.0M | 329,404 | 1.59% | 13q | +1.1%+$491.1K |
| RAYMOND JAMES FINANCIAL INC | $46.3M | 324,438 | 0.01% | 7q | +13.7%+$5.6M |
| JPMORGAN CHASE & CO | $44.0M | 306,503 | 0.00% | 31q | -1.4%-$628.3K |
| AQR CAPITAL MANAGEMENT LLC | $41.8M | 295,887 | 0.01% | 27q | +53.6%+$14.6M |
| Azora Capital LP | $39.2M | 274,871 | 1.65% | new | NEW |
| T. Rowe Price Investment Management, Inc. | $39.2M | 274,275 | 0.03% | 4q | -1.0%-$396.7K |
| Holocene Advisors, LP | $37.5M | 262,423 | 0.08% | 8q | +470.4%+$30.9M |
| FEDERATED HERMES, INC. | $36.5M | 255,948 | 0.05% | 31q | +50.0%+$12.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36.3M | 254,210 | 0.02% | new | NEW |
| Fisher Asset Management, LLC | $34.7M | 243,154 | 0.01% | 31q | HELD |
| Jupiter Topco LLC | $34.0M | 238,162 | 0.01% | new | FIRST |
| EMERALD MUTUAL FUND ADVISERS TRUST | $33.6M | 235,696 | 1.18% | 8q | +48.6%+$11.0M |
| RHUMBLINE ADVISERS | $33.5M | 234,405 | 0.03% | 31q | +2.9%+$945.5K |
| SEI INVESTMENTS CO | $32.3M | 226,487 | 0.03% | 31q | +18.8%+$5.1M |
| ProShare Advisors LLC | $32.2M | 225,860 | 0.05% | 31q | +4.8%+$1.5M |
| UBS Group AG | $29.8M | 208,492 | 0.00% | 31q | -28.8%-$12.0M |
| Stieven Capital Advisors, L.P. | $29.1M | 204,065 | 5.56% | 6q | -10.8%-$3.5M |
| Invesco Ltd. | $29.0M | 203,034 | 0.00% | 31q | -26.0%-$10.2M |
| Boston Trust Walden Corp | $28.3M | 197,886 | 0.22% | 31q | -4.9%-$1.4M |
| NEW YORK STATE COMMON RETIREMENT FUND | $28.0M | 196,163 | 0.04% | 31q | +1.3%+$356.9K |
| Qube Research & Technologies Ltd | $26.5M | 185,380 | 0.02% | 3q | -30.5%-$11.6M |
| Aristotle Capital Boston, LLC | $25.9M | 181,329 | 1.74% | new | NEW |
| WCM INVESTMENT MANAGEMENT, LLC | $25.9M | 182,176 | 0.05% | 4q | +2.1%+$527.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25.6M | 179,559 | 0.00% | 31q | -3.9%-$1.1M |
| Handelsbanken Fonder AB | $25.2M | 176,840 | 0.07% | 25q | +217.0%+$17.3M |
| WELLS FARGO & COMPANY/MN | $24.5M | 171,663 | 0.00% | 31q | +24.1%+$4.8M |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | $24.3M | 170,440 | 8.21% | 6q | HELD |
| Swiss National Bank | $20.7M | 145,120 | 0.01% | 31q | -3.4%-$728.1K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $20.6M | 144,257 | 0.82% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $20.1M | 140,449 | 0.00% | 31q | +6.1%+$1.1M |
| NATIXIS ADVISORS, LLC | $19.3M | 135,442 | 0.02% | 9q | +30.0%+$4.5M |
| California Public Employees Retirement System | $19.0M | 132,990 | 0.01% | 31q | HELD |
| Creative Planning | $18.6M | 130,213 | 0.01% | 31q | +23.4%+$3.5M |
| Gator Capital Management, LLC | $18.5M | 129,450 | 3.88% | 13q | -11.0%-$2.3M |
| FJ Capital Management LLC | $18.2M | 127,486 | 2.36% | 4q | +191.5%+$12.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $16.8M | 117,726 | 0.03% | 17q | +1.2%+$192.7K |
| Interval Partners, LP | $16.5M | 115,855 | 0.43% | 2q | +670.0%+$14.4M |
| STRS OHIO | $16.5M | 115,700 | 0.06% | 31q | +20.5%+$2.8M |
| KENNEDY CAPITAL MANAGEMENT LLC | $15.9M | 111,071 | 0.28% | 6q | +126.0%+$8.8M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $15.1M | 105,762 | 0.05% | 4q | -20.8%-$4.0M |
| Ceredex Value Advisors LLC | $14.1M | 98,850 | 0.40% | 10q | -24.9%-$4.7M |
| Legal & General Group Plc | $13.7M | 95,737 | 0.00% | 31q | -1.5%-$215.1K |
| DEUTSCHE BANK AG\ | $13.3M | 92,967 | 0.00% | 34q | +15.3%+$1.8M |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $13.1M | 91,750 | 0.13% | 31q | -5.7%-$787.9K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $12.0M | 83,738 | 0.01% | 31q | -3.9%-$491.1K |
| OSAIC HOLDINGS, INC. | $11.4M | 79,883 | 0.01% | 26q | +65.8%+$4.5M |
| THIRD AVENUE MANAGEMENT LLC | $11.2M | 78,245 | 1.79% | 31q | HELD |
| BESSEMER GROUP INC | $11.1M | 77,982 | 0.02% | 13q | -72.3%-$29.0M |
| MetLife Investment Management, LLC | $10.9M | 76,171 | 0.05% | 32q | +3.8%+$395.2K |
| MILLENNIUM MANAGEMENT LLC | $10.8M | 75,840 | 0.00% | 2q | -52.5%-$12.0M |
| AMERIPRISE FINANCIAL INC | $10.6M | 73,956 | 0.00% | 31q | +1.4%+$148.6K |
| Retirement Systems of Alabama | $10.5M | 73,867 | 0.03% | 31q | -15.6%-$2.0M |
| SummitTX Capital, L.P. | $10.4M | 73,008 | 0.27% | new | NEW |
| FIL Ltd | $10.4M | 72,575 | 0.01% | 3q | -4.7%-$514.2K |
| VANGUARD ASSET MANAGEMENT, Ltd | $10.0M | 70,272 | 0.01% | 2q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.8M | 68,730 | 0.01% | 31q | -0.9%-$87.5K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $9.6M | 67,360 | 0.02% | 31q | +15.8%+$1.3M |
| CITIGROUP INC | $9.6M | 66,934 | 0.00% | 31q | +39.8%+$2.7M |
Showing the largest 100 of 488 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-29 | 2026-10-28 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-04 | KEMPER J MARINER | Chairman and CEO | Sold | 15,062 | $2.2M |
| 2026-06-09 | Rine James D | President | Sold | 8,246 | $1.1M ×2 |
| 2026-08-17 | Terry Thomas S | Chief Credit Officer | Sold | 5,713 | $867.1K |
| 2026-08-03 | KEMPER J MARINER | Chairman and CEO | Sold | 4,200 | $618.5K |
| 2026-08-04 | Wilson Uma | Executive Vice President | Sold | 4,145 | $613.5K |
| 2026-08-17 | Shankar Ram | Chief Financial Officer | Sold | 2,000 | $303.2K |
| 2026-08-04 | Newton Nikki Farentino | President, Private Wealth Mgmt | Sold | 2,000 | $297.2K ×2 |
| 2026-07-31 | Beaird Robert Brian | Chief Human Resource Officer | Sold | 1,600 | $231.0K |
| 2026-08-06 | Murphy Susan G | Director | Sold | 1,377 | $200.4K ×2 |
| 2026-06-10 | Wilson Uma | Executive Vice President | Sold | 922 | $122.7K |
| 2026-08-04 | Mason Phillip James | President, Inst. Banking | Sold | 800 | $117.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 140 | $230.0M | 1,768,810 | 22 | 44 | 28 | 0.0% |
| Q2 2026 | 488 | $10.4B | 72,915,417 | 80 | 164 | 136 | 0.0% |
| Q1 2026 | 457 | $7.9B | 69,856,318 | 68 | 145 | 144 | 0.1% |
| Q4 2025 | 414 | $8.2B | 71,176,665 | 34 | 115 | 152 | 0.0% |
| Q3 2025 | 405 | $8.2B | 69,477,075 | 49 | 146 | 113 | 0.0% |
| Q2 2025 | 409 | $7.3B | 68,883,834 | 45 | 135 | 140 | 0.0% |
| Q1 2025 | 413 | $6.8B | 67,226,396 | 107 | 189 | 69 | 0.0% |
| Q4 2024 | 356 | $5.8B | 51,176,230 | 42 | 125 | 108 | 0.0% |
| Q3 2024 | 325 | $5.3B | 50,332,781 | 61 | 94 | 107 | 0.0% |
| Q2 2024 | 293 | $4.1B | 49,487,708 | 49 | 108 | 77 | 0.0% |
| Q1 2024 | 272 | $3.8B | 43,356,331 | 38 | 74 | 88 | 0.0% |
| Q4 2023 | 259 | $3.6B | 43,342,209 | 34 | 88 | 81 | 0.0% |
| Q3 2023 | 243 | $2.7B | 43,299,723 | 36 | 71 | 85 | 0.0% |
| Q2 2023 | 225 | $2.7B | 45,010,588 | 29 | 75 | 85 | 0.0% |
| Q1 2023 | 262 | $2.5B | 43,008,695 | 47 | 103 | 73 | 0.2% |
| Q4 2022 | 264 | $3.6B | 42,726,833 | 25 | 90 | 100 | 0.0% |
| Q3 2022 | 260 | $3.8B | 45,311,131 | 29 | 93 | 78 | 0.0% |
| Q2 2022 | 249 | $3.9B | 45,163,797 | 32 | 76 | 79 | 0.0% |
| Q1 2022 | 245 | $4.4B | 44,960,074 | 27 | 71 | 94 | 0.0% |
| Q4 2021 | 250 | $6.6B | 62,518,013 | 22 | 80 | 75 | 0.0% |
| Q3 2021 | 235 | $5.8B | 59,577,829 | 24 | 59 | 102 | 0.0% |
| Q2 2021 | 229 | $6.0B | 64,541,757 | 20 | 66 | 88 | 0.0% |
| Q1 2021 | 227 | $5.9B | 64,105,726 | 30 | 62 | 94 | 0.0% |
| Q4 2020 | 227 | $4.1B | 59,776,670 | 33 | 58 | 88 | 0.0% |
| Q3 2020 | 212 | $6.4B | 130,186,125 | 19 | 75 | 70 | 0.0% |
| Q2 2020 | 217 | $5.8B | 111,553,774 | 32 | 69 | 82 | 0.0% |
| Q1 2020 | 209 | $8.4B | 180,296,158 | 13 | 82 | 67 | 0.0% |
| Q4 2019 | 232 | $7.9B | 115,580,639 | 20 | 72 | 72 | 0.0% |
| Q3 2019 | 229 | $6.8B | 104,944,974 | 16 | 74 | 77 | 0.0% |
| Q2 2019 | 237 | $7.0B | 106,849,044 | 45 | 58 | 67 | 0.0% |
| Q1 2019 | 211 | $5.7B | 89,732,135 | 17 | 66 | 80 | 0.0% |
| Q4 2018 | 218 | $4.6B | 75,467,583 | 1 | 3 | 4 | 0.0% |