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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | BLACKROCK INC. | 5.88 M | $511.44 M | -1.62% | 12.12% |
| 04/26/2024 | UMB BANK, N.A. | 5.24 M | $455.97 M | -1.20% | 10.77% |
| 05/10/2024 | VANGUARD GROUP INC | 4.71 M | $409.32 M | 9.15% | 9.70% |
| 05/15/2024 | STATE STREET CORP | 2.73 M | $238.97 M | -7.88% | 5.64% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 2.01 M | $175.02 M | 0.73% | 4.15% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 1.90 M | $165.29 M | 16.98% | 3.92% |
| 04/29/2024 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.91 M | $165.72 M | 3.42% | 3.91% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 1.64 M | $142.79 M | 4.80% | 3.37% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 1.59 M | $138.30 M | 2.97% | 3.28% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 1.04 M | $90.17 M | 3.33% | 2.14% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 875,642 | $76.17 M | -8.53% | 1.81% |
| 04/22/2024 | BOSTON TRUST WALDEN CORP | 688,222 | $59.87 M | -0.07% | 1.41% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 668,652 | $58.17 M | 2.89% | 1.38% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 551,059 | $47.94 M | 4.62% | 1.14% |
| 05/14/2024 | NORTHERN TRUST CORP | 533,627 | $46.42 M | -13.97% | 1.10% |
| 05/08/2024 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 525,959 | $45.75 M | -20.64% | 1.08% |
| 05/14/2024 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 427,325 | $37.17 M | -0.37% | 0.88% |
| 04/24/2024 | BROWN ADVISORY INC | 411,703 | $35.81 M | 1.82% | 0.85% |
| 05/09/2024 | FISHER ASSET MANAGEMENT, LLC | 407,527 | $35.45 M | -15.05% | 0.84% |
| 05/08/2024 | PROSHARE ADVISORS LLC | 371,298 | $32.30 M | -23.86% | 0.77% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 363,879 | $31.65 M | -6.31% | 0.75% |
| 05/15/2024 | MORGAN STANLEY | 327,692 | $28.51 M | -15.47% | 0.68% |
| 05/13/2024 | FMR LLC | 312,436 | $27.18 M | 16.78% | 0.64% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 297,567 | $25.89 M | 1.26% | 0.61% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 287,460 | $25.01 M | -0.13% | 0.59% |
| 05/08/2024 | GW&K INVESTMENT MANAGEMENT, LLC | 238,572 | $20.75 M | -2.13% | 0.49% |
| 05/10/2024 | JPMORGAN CHASE & CO | 209,328 | $18.21 M | 19.89% | 0.43% |
| 04/18/2024 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 197,606 | $17.19 M | 19.20% | 0.41% |
| 05/15/2024 | AQR CAPITAL MANAGEMENT LLC | 196,803 | $16.98 M | 5.09% | 0.41% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 187,588 | $16.32 M | 14.94% | 0.39% |
| 05/07/2024 | SEI INVESTMENTS CO | 170,363 | $14.82 M | 9.43% | 0.35% |
| 05/09/2024 | RHUMBLINE ADVISERS | 161,929 | $14.09 M | 1.23% | 0.33% |
| 05/13/2024 | THIRD AVENUE MANAGEMENT LLC | 149,284 | $12.99 M | 0.00% | 0.31% |
| 04/24/2024 | ASSENAGON ASSET MANAGEMENT S.A. | 116,992 | $10.18 M | -12.61% | 0.24% |
| 05/13/2024 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 111,510 | $9.70 M | 100.00% | 0.23% |
| 05/15/2024 | BARCLAYS PLC | 110,855 | $9.64 M | -20.95% | 0.23% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 109,983 | $9.57 M | 36.53% | 0.23% |
| 05/15/2024 | CAPTRUST FINANCIAL ADVISORS | 108,867 | $9.47 M | -7.84% | 0.22% |
| 05/02/2024 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 107,703 | $9.37 M | 8.44% | 0.22% |
| 05/13/2024 | GATOR CAPITAL MANAGEMENT, LLC | 102,950 | $8.96 M | 0.00% | 0.21% |
| 04/11/2024 | CONGRESS ASSET MANAGEMENT CO /MA | 102,765 | $8.94 M | -4.35% | 0.21% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 95,395 | $8.30 M | -2.94% | 0.20% |
| 05/13/2024 | STRS OHIO | 93,800 | $8.16 M | 12.34% | 0.19% |
| 07/01/2024 | LEGAL & GENERAL GROUP PLC | 93,537 | $8.14 M | -8.91% | 0.19% |
| 04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 92,097 | $8.01 M | 1.31% | 0.19% |
| 05/07/2024 | SWISS NATIONAL BANK | 90,800 | $7.90 M | 0.00% | 0.19% |
| 04/30/2024 | CEREDEX VALUE ADVISORS LLC | 89,800 | $7.85 M | 100.00% | 0.18% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 88,422 | $7.69 M | -0.19% | 0.18% |
| 05/14/2024 | INVESCO LTD. | 86,059 | $7.49 M | -12.27% | 0.18% |
| 05/13/2024 | RENAISSANCE TECHNOLOGIES LLC | 80,300 | $6.99 M | 604.39% | 0.17% |
A. During the previous two years, 398 institutional investors and hedge funds held shares of UMB Financial Corporation. The most heavily invested institutionals were:
Park Place Capital Corp: 0
BlackRock Inc.: 5.88 M
UMB Bank, n.a.: 5.24 M
VANGUARD GROUP INC: 4.71 M
STATE STREET CORP: 2.73 M
VICTORY CAPITAL MANAGEMENT INC: 2.01 M
A. 86.28% of UMB Financial Corporation stock is owned by institutional investors.
A. Institutional investors have bought a total of 65.36 M shares in the last 24 months. This purchase volume represents approximately $5.39 B in transactions.
