UMB Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/02/2025 | 8.83 M | $892.83 M | 45.94% | 13.57% |
| VANGUARD GROUP INC | 05/09/2025 | 7.33 M | $741.34 M | 53.97% | 11.27% |
| UMB BANK, N.A. | 04/14/2025 | 4.40 M | $444.58 M | -0.26% | 6.76% |
| STATE STREET CORP | 05/15/2025 | 3.98 M | $404.14 M | 27.26% | 6.12% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 2.70 M | $273.03 M | 78.26% | 4.15% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 2.41 M | $243.36 M | 19.09% | 3.70% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 2.05 M | $207.66 M | 7.69% | 3.16% |
| CITADEL ADVISORS LLC | 05/15/2025 | 1.99 M | $201.23 M | -1.54% | 3.06% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 04/24/2025 | 1.91 M | $192.30 M | 10.01% | 2.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 1.73 M | $174.63 M | 55.24% | 2.65% |
| EARNEST PARTNERS LLC | 05/14/2025 | 1.43 M | $144.35 M | 100.00% | 2.19% |
| VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 1.24 M | $125.01 M | -14.62% | 1.90% |
| FMR LLC | 05/12/2025 | 1.08 M | $109.27 M | 36.73% | 1.66% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 936.69 K | $94.70 M | -7.39% | 1.44% |
| NORTHERN TRUST CORP | 05/13/2025 | 916.96 K | $92.71 M | 43.93% | 1.41% |
| PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 839.77 K | $84.90 M | 4.30% | 1.29% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 820.30 K | $82.93 M | 90.80% | 1.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 813.76 K | $82.27 M | 44.34% | 1.25% |
| NEUBERGER BERMAN GROUP LLC | 05/13/2025 | 780.47 K | $78.91 M | 73.44% | 1.20% |
| FREESTONE GROVE PARTNERS LP | 05/15/2025 | 749.51 K | $75.78 M | 75.37% | 1.15% |
| GW&K INVESTMENT MANAGEMENT, LLC | 05/05/2025 | 640.44 K | $64.75 M | -1.50% | 0.98% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 546.48 K | $55.25 M | 21.13% | 0.84% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 05/12/2025 | 511.14 K | $51.68 M | 21.12% | 0.79% |
| 05/12/2025 | 507.66 K | $51.32 M | 100.00% | 0.78% | |
| MORGAN STANLEY | 05/15/2025 | 494.80 K | $50.02 M | 32.61% | 0.76% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 485.75 K | $49.11 M | -37.51% | 0.75% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2025 | 467.65 K | $47.28 M | 1.43% | 0.72% |
| ZURICH INSURANCE GROUP LTD/FI | 05/15/2025 | 464.70 K | $46.98 M | 11.11% | 0.71% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2025 | 453.90 K | $45.89 M | 50.44% | 0.70% |
| UBS GROUP AG | 05/13/2025 | 441.94 K | $44.68 M | 60.11% | 0.68% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 412.90 K | $41.74 M | -10.93% | 0.63% |
| INVESCO LTD. | 05/12/2025 | 399.59 K | $40.40 M | 28.91% | 0.61% |
| JPMORGAN CHASE & CO | 05/12/2025 | 389.16 K | $39.34 M | -6.36% | 0.60% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/13/2025 | 378.61 K | $37.93 M | 100.00% | 0.58% |
| SEI INVESTMENTS CO | 05/14/2025 | 370.81 K | $37.49 M | 46.47% | 0.57% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 05/14/2025 | 335.41 K | $33.91 M | 3.13% | 0.52% |
| FRANKLIN RESOURCES INC | 05/13/2025 | 317.11 K | $32.06 M | 2.77% | 0.49% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 05/12/2025 | 312.20 K | $31.56 M | -0.30% | 0.48% |
| FISHER ASSET MANAGEMENT, LLC | 05/14/2025 | 291.22 K | $29.44 M | 0.31% | 0.45% |
| FIRST TRUST ADVISORS LP | 05/14/2025 | 281.59 K | $28.47 M | 122.37% | 0.43% |
| PROSHARE ADVISORS LLC | 05/08/2025 | 268.41 K | $27.14 M | -18.38% | 0.41% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 268.09 K | $27.10 M | 396.46% | 0.41% |
| BOSTON TRUST WALDEN CORP | 04/21/2025 | 262.93 K | $26.58 M | -1.87% | 0.40% |
| BARCLAYS PLC | 05/15/2025 | 245.08 K | $24.78 M | 53.17% | 0.38% |
| DEUTSCHE BANK AG\ | 05/09/2025 | 242.78 K | $24.55 M | 174.89% | 0.37% |
| HOLOCENE ADVISORS, LP | 05/15/2025 | 232.39 K | $23.49 M | 22.22% | 0.36% |
| RHUMBLINE ADVISERS | 05/29/2025 | 228.81 K | $23.13 M | 45.15% | 0.35% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 220.94 K | $22.34 M | 42.42% | 0.34% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 216.10 K | $21.47 M | -45.24% | 0.33% |
| STIEVEN CAPITAL ADVISORS, L.P. | 05/01/2025 | 208.59 K | $21.09 M | 100.00% | 0.32% |
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UMB Financial Corporation institutional Ownership - FAQ's
During the previous two years, 536 institutional investors and hedge funds held shares of UMB Financial Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 8.83 M
VANGUARD GROUP INC: 7.33 M
UMB Bank, n.a.: 4.4 M
STATE STREET CORP: 3.98 M
DIMENSIONAL FUND ADVISORS LP: 2.7 M
WELLINGTON MANAGEMENT GROUP LLP: 2.41 M
101.71% of UMB Financial Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 81.54 M shares in the last 24 months. This purchase volume represents approximately $9.00 B in transactions.