UMB Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 5.92 M | $622.72 M | 100.00% | 12.15% |
| VANGUARD GROUP INC | 11/13/2024 | 4.71 M | $495.49 M | 4.89% | 9.66% |
| UMB BANK, N.A. | 10/09/2024 | 4.70 M | $493.97 M | -8.13% | 9.64% |
| STATE STREET CORP | 11/14/2024 | 2.82 M | $297.96 M | -0.18% | 5.79% |
| CITADEL ADVISORS LLC | 11/14/2024 | 2.16 M | $227.09 M | -1.59% | 4.43% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 1.95 M | $204.76 M | 11.16% | 3.99% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 1.92 M | $201.73 M | -26.18% | 3.93% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 1.88 M | $198.00 M | -3.63% | 3.86% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 1.63 M | $171.07 M | -18.60% | 3.34% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.59 M | $167.59 M | -5.65% | 3.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.11 M | $117.14 M | 1.93% | 2.28% |
| FMR LLC | 11/13/2024 | 949,687 | $99.82 M | 2.68% | 1.95% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 866,848 | $91.11 M | 403.70% | 1.78% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 849,369 | $89.28 M | 15.76% | 1.74% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 653,498 | $68.69 M | 95.61% | 1.34% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 596,313 | $62.68 M | 34.08% | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 580,174 | $60.98 M | 4.34% | 1.19% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 580,030 | $60.97 M | -2.16% | 1.19% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 11/08/2024 | 552,159 | $58.04 M | 1.73% | 1.13% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 503,386 | $52.91 M | -2.75% | 1.03% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 483,966 | $50.87 M | -16.01% | 0.99% |
| ZURICH INSURANCE GROUP LTD/FI | 11/14/2024 | 461,714 | $48.53 M | 100.00% | 0.95% |
| AZORA CAPITAL LP | 11/14/2024 | 400,978 | $42.15 M | -2.66% | 0.82% |
| CAPTRUST FINANCIAL ADVISORS | 11/14/2024 | 392,397 | $41.24 M | 257.98% | 0.80% |
| MORGAN STANLEY | 11/14/2024 | 364,492 | $38.31 M | -7.70% | 0.75% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 360,106 | $37.85 M | 23.18% | 0.74% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 359,693 | $37.38 M | 20.19% | 0.74% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 11/14/2024 | 320,550 | $33.69 M | 438.78% | 0.66% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 11/13/2024 | 319,740 | $33.61 M | 93.95% | 0.66% |
| JPMORGAN CHASE & CO | 11/08/2024 | 317,180 | $33.34 M | -12.76% | 0.65% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 282,358 | $30.88 M | -1.29% | 0.58% |
| BOSTON TRUST WALDEN CORP | 10/24/2024 | 272,562 | $28.65 M | -12.14% | 0.56% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 260,810 | $27.41 M | -2.53% | 0.53% |
| UBS GROUP AG | 11/14/2024 | 255,283 | $26.83 M | 16.54% | 0.52% |
| SEI INVESTMENTS CO | 11/12/2024 | 240,963 | $25.33 M | 11.33% | 0.49% |
| INVESCO LTD. | 11/12/2024 | 235,942 | $24.80 M | 109.27% | 0.48% |
| BARCLAYS PLC | 11/19/2024 | 231,482 | $24.33 M | 278.81% | 0.47% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 227,594 | $23.92 M | -14.33% | 0.47% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 10/24/2024 | 197,302 | $20.74 M | -0.41% | 0.40% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 186,311 | $19.58 M | -36.86% | 0.38% |
| HOLOCENE ADVISORS, LP | 11/14/2024 | 179,219 | $18.84 M | 100.00% | 0.37% |
| RHUMBLINE ADVISERS | 11/12/2024 | 157,132 | $16.52 M | -4.18% | 0.32% |
| CEREDEX VALUE ADVISORS LLC | 10/29/2024 | 140,200 | $14.80 M | -0.50% | 0.29% |
| KODAI CAPITAL MANAGEMENT LP | 11/14/2024 | 137,873 | $14.49 M | 100.00% | 0.28% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 132,700 | $13.95 M | -22.62% | 0.27% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 127,484 | $13.40 M | 25.39% | 0.26% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 124,400 | $13.08 M | -27.59% | 0.26% |
| EMERALD ADVISERS, LLC | 10/29/2024 | 122,415 | $12.87 M | 100.00% | 0.25% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2024 | 121,787 | $12.80 M | -47.70% | 0.25% |
| MALTESE CAPITAL MANAGEMENT LLC | 11/14/2024 | 117,400 | $12.34 M | 61.76% | 0.24% |
UMB Financial Corporationinstitutional Ownership - FAQ's
During the previous two years, 428 institutional investors and hedge funds held shares of UMB Financial Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 5.92 M
VANGUARD GROUP INC: 4.71 M
UMB Bank, n.a.: 4.7 M
STATE STREET CORP: 2.82 M
CITADEL ADVISORS LLC: 2.16 M
AMERICAN CENTURY COMPANIES INC: 1.95 M
102.25% of UMB Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 64.22 M shares in the last 24 months. This purchase volume represents approximately $7.44 B in transactions.